Form 4 for EVR Evercore Inc.
Accepted 2024-05-17 00:00:00 ET · period of report 2024-05-15 · accession 0000950170-24-061724 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-05-17 | 2024-05-16 | EVR | Altman Roger C | Founder, Senior COB, Dir | G - Gift | $0.00 | -20.0K | 83.9K | -19% | $0 |
| D | 2024-05-17 | 2024-05-15 | EVR | Altman Roger C | Founder, Senior COB, Dir | C - Cnv Deriv | — | +20.0K | 103.9K | +24% | — |
| D | 2024-05-17 | 2024-05-15 | EVR | Altman Roger C | Founder, Senior COB, Dir | C - Cnv Deriv | — | -20.0K | 261.9K | -7% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Shares of Class A common stock, par value $0.01 per share | 2024-05-16 | G | D | 20,000 | $0.00 | 83,946 | D | — | — | |
| 2 | Common | Shares of Class A common stock, par value $0.01 per share | 2024-05-15 | C | A | 20,000 | — | 103,946 | D | — | — | (F1) Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. |
| 3 | Derivative | Partnership units of Evercore LP | 2024-05-15 | C | D | 20,000 | — | 261,934 | D | — · — to — | 20,000 Shares of Class A common stock, par value $0.01 per share | (F1) Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement. (F3) Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications. |