Evercore Inc. (EVR) has 20 known insider and institutional holders on record. The largest holder is HYMAN EDWARD S with 1,681,721 shares. Other notable holders include WEINBERG JOHN S and ASPE PEDRO.
Over the last 12 months, insiders have made 33 transactions in EVR stock — 14 buys (valued at RSU Award) and 5 sells (valued at $6.43M). Insider buying has outpaced selling during this period, which may signal confidence in the company's prospects.
EVR Insider Ownership
Top Holder
HYMAN EDWARD S
1,681,721 shares
Buys (12 mo)
14
$0.00 value
Sells (12 mo)
5
$6.43M value
12-Month Transaction Activity
Top Insider Holders
| # |
Name |
Role |
Shares Owned |
Last Filed |
Relative Size |
| 1 |
Hyman Edward S |
Vice Chair Evr & Chairman Eisi |
1,681,721 |
2025-02-10 |
|
| 2 |
Weinberg John S |
CEO/chairman |
636,890 |
2026-02-23 |
|
| 3 |
Aspe Pedro |
CEO of Evr Mexico |
340,268 |
2015-12-15 |
|
| 4 |
Schlosstein Ralph |
Co-CEO/co-chairman |
239,674 |
2022-02-17 |
|
| 5 |
Sibbald Andrew |
CEO Evr Partners International |
100,581 |
2019-02-14 |
|
| 6 |
Altman Roger C |
Founder and Senior Chairman |
84,152 |
2026-02-23 |
|
| 7 |
De Saint Phalle Francois |
Director |
63,090 |
2016-06-16 |
|
| 8 |
Klurfeld Jason |
General Counsel |
57,793 |
2026-02-23 |
|
| 9 |
Millard Robert B |
Director |
52,682 |
2025-06-12 |
|
| 10 |
Lalonde Timothy Gilbert |
Chief Financial Officer |
42,608 |
2026-02-23 |
|
| 11 |
Harris Gail Block |
Director |
39,787 |
2025-09-09 |
|
| 12 |
Brown Celeste M |
Chief Financial Officer |
33,495 |
2022-07-08 |
|
| 13 |
Lindsey-clark Matthew |
Co-head Emea Ib |
27,847 |
2026-02-23 |
|
| 14 |
Hessler Curtis A |
Director |
18,090 |
2016-06-16 |
|
| 15 |
Arellano Ostoa Augusto |
CEO of Evr Mexico |
17,046 |
2019-02-14 |
|
| 16 |
Beattie Richard I |
Director |
17,000 |
2023-12-07 |
|
| 17 |
Overlock Wilard J Jr |
Director |
14,552 |
2025-06-12 |
|
| 18 |
Wheeler William J |
Director |
12,278 |
2025-06-12 |
|
| 19 |
Williamson Sarah K |
Director |
11,345 |
2025-06-12 |
|
| 20 |
Robertson Sir Simon |
Director |
9,351 |
2025-06-12 |
|
Recent Transactions (last 12 months)
| Date |
Name |
Role |
Type |
Shares |
Price |
Value |
| 2026-03-01 |
Varney Christine A |
Director |
Unknown |
- |
- |
- |
| 2026-02-19 |
Lindsey-clark Matthew |
Co-head Emea Ib |
RSU Award |
7,638 |
- |
- |
| 2026-02-19 |
Lalonde Timothy Gilbert |
Chief Financial Officer |
RSU Award |
12,465 |
- |
- |
| 2026-02-19 |
Klurfeld Jason |
General Counsel |
RSU Award |
8,799 |
- |
- |
| 2026-02-19 |
Pensa Paul |
Contr, Prin. Acct.officer |
RSU Award |
1,867 |
- |
- |
| 2026-02-19 |
Altman Roger C |
Founder and Senior Chairman |
RSU Award |
30,062 |
- |
- |
| 2026-02-19 |
Weinberg John S |
CEO/chairman |
RSU Award |
31,528 |
- |
- |
| 2026-02-13 |
Klurfeld Jason |
General Counsel |
Tax Withholding of RSU |
374 |
$328.56 |
$122.88K |
| 2026-02-04 |
Lindsey-clark Matthew |
Co-head Emea Ib |
Tax Withholding of RSU |
3,578 |
$346.23 |
$1.24M |
| 2026-02-04 |
Lalonde Timothy Gilbert |
Chief Financial Officer |
Tax Withholding of RSU |
7,320 |
$346.23 |
$2.53M |
| 2026-02-06 |
Klurfeld Jason |
General Counsel |
Informative Sell |
5,000 |
$360.00 |
$1.8M |
| 2026-02-04 |
Klurfeld Jason |
General Counsel |
Tax Withholding of RSU |
5,319 |
$346.23 |
$1.84M |
| 2026-02-05 |
Pensa Paul |
Contr, Prin. Acct.officer |
Informative Sell |
1,450 |
$350.31 |
$507.95K |
| 2026-02-04 |
Pensa Paul |
Contr, Prin. Acct.officer |
Tax Withholding of RSU |
1,255 |
$346.23 |
$434.52K |
| 2026-02-04 |
Altman Roger C |
Founder and Senior Chairman |
Tax Withholding of RSU |
13,554 |
$346.23 |
$4.69M |
| 2026-02-04 |
Weinberg John S |
CEO/chairman |
Tax Withholding of RSU |
13,360 |
$346.23 |
$4.63M |
| 2025-12-31 |
Lalonde Timothy Gilbert |
Chief Financial Officer |
Option Exercise (Sell) |
100,000 |
- |
- |
| 2025-12-09 |
Carlton Pamela G |
Director |
Informative Sell |
192 |
$343.11 |
$65.88K |
| 2025-11-06 |
Altman Roger C |
Founder and Senior Chairman |
Gift (Given) |
33,400 |
- |
- |
| 2025-09-05 |
Harris Gail Block |
Director |
Gift (Given) |
33 |
- |
- |
| 2025-08-22 |
Altman Roger C |
Founder and Senior Chairman |
Gift (Given) |
33,400 |
- |
- |
| 2025-08-05 |
Lalonde Timothy Gilbert |
Chief Financial Officer |
Informative Sell |
8,407 |
$295.44 |
$2.48M |
| 2025-08-01 |
Klurfeld Jason |
General Counsel |
Informative Sell |
5,500 |
$285.85 |
$1.57M |
| 2025-07-31 |
Altman Roger C |
Founder and Senior Chairman |
Gift (Given) |
23,400 |
- |
- |
| 2025-06-11 |
Williamson Sarah K |
Director |
RSU Award |
1,054 |
- |
- |
