Form 4 for EVR Evercore Inc.
Accepted 2022-03-03 00:00:00 ET · period of report 2022-03-01 · accession 0001209191-22-015589 · 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 | 2022-03-03 | 2022-03-01 | EVR | WEINBERG JOHN S | CEO, COB, Dir | F - Tax | $125.01 | +119.5K | 604.3K | +25% | +$14.93M |
| DM | 2022-03-03 | 2022-03-01 | EVR | WEINBERG JOHN S | CEO, COB, Dir | C - Cnv Deriv | — | 0 | 400.0K | New | — |
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 | 2022-03-01 | F | A | 119,457 | $125.01 | 604,302 | D | — | — | (F1) These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards. |
| 2 | Derivative | Class I-P Units of Evercore LP | 2022-03-01 | C | D | 400,000 | — | 0 | D | — · — to — | 400,000 Shares of Class A common stock, par value $0.01 per share | (F3) On March 1, 2022, in accordance with their terms, the 400,000 Class I-P Units of Evercore LP owned by Mr. Weinberg automatically vested and converted into 400,000 Class I Units of Evercore LP. (F2) Pursuant to the 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. |
| 3 | Derivative | Class I Units of Evercore LP | 2022-03-01 | C | A | 400,000 | — | 400,000 | D | — · — to — | 400,000 Shares of Class A common stock, par value $0.01 per share | (F3) On March 1, 2022, in accordance with their terms, the 400,000 Class I-P Units of Evercore LP owned by Mr. Weinberg automatically vested and converted into 400,000 Class I Units of Evercore LP. (F2) Pursuant to the 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. |