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EVR · Evercore Inc.

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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475

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EVR

Name: Evercore Inc. (EVR) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Evercore Inc.

FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0001360901

SEC FILINGS☆ WATCH

INSIDER NET · 180D

-$2.7M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

369

13F, latest reported quarter

REVENUE GROWTH

+29.5%

XBRL, annual

NET MARGIN

15.3%

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$2.7M over 180 days

-$2.7M over 90 days

below 61% of Financial Services

CONGRESS

no member of Congress has reported trading it

FUNDS

369 funds added or opened last quarter

more than 89% of Financial Services

REVENUE

+29.5% year over year

more than 71% of Financial Services

MARGIN

15.3% net margin

more than 65% of Financial Services

BUYBACKS

no share repurchases reported

SHORT

2.3 days to cover · settled 2026-07-31

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

369 funds added or opened positions in the latest 13F quarter, of 716 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -5.8%

-5.8%12M

INSIDER BUYINSIDER SELL

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

The complete filing record, in one place.

The record shows a net $2.7M sold by insiders over 180 days, 369 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Evercore Inc. insiders sold a net $2.7M of stock across 47 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER

FILED

VALUE

LaLonde Timothy Gilbert

Chief Financial Officer

SELL

2026-06-11

7,808.0

$2.7M

Williamson Sarah K

Director

BUY

2026-03-06

2,000.0

$580.9K

Klurfeld Jason

General Counsel

SELL

2026-02-06

5,000.0

$1.8M

Pensa Paul

Contr, Prin. Acct.Officer

SELL

2026-02-05

1,450.0

$507.9K

Carlton Pamela G

Director

SELL

2025-12-09

192.0

$65.9K

47 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 42 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

3,715,623.0 sh

$1.3B

VANGUARD PORTFOLIO MANAGEMENT LLC

1,956,150.0 sh

$667.9M

AQR CAPITAL MANAGEMENT LLC

1,710,982.0 sh

$584.2M

VANGUARD CAPITAL MANAGEMENT LLC

1,680,210.0 sh

$573.7M

Invesco Ltd.

1,602,673.0 sh

$547.2M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Bahl & Gaynor Small Cap Dividend ETF

$4.9M POSITION · AS OF 2026-03-31

3.7%

Advisors Capital Small/Mid Cap Fund

$4.1M POSITION · AS OF 2026-03-31

3.6%

Bahl & Gaynor Small/Mid Cap Income Growth ETF

$41.5M POSITION · AS OF 2026-03-31

3.3%

TimesSquare Quality Mid Cap Growth ETF

$1.2M POSITION · AS OF 2026-02-28

3.3%

JAMES SMALL CAP FUND

$2.4M POSITION · AS OF 2026-03-31

3.1%

Tremblant Global ETF

$4.0M POSITION · AS OF 2026-03-31

2.6%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-12	2024-12	2023-12	2022-12
REVENUE	$3.9B	$3.0B	$2.4B	$2.8B
NET INCOME	$592.0M	$378.0M	$255.0M	$477.0M
EPS (DILUTED)	14.05	9.08	6.37	11.61
OPERATING CASH FLOW	$1.3B	$988.2M	$458.0M	$531.4M
CASH	$1.4B	$873.0M	$596.9M	$663.4M
DIVIDENDS PAID	$144.4M	$135.8M	$127.9M	$127.3M

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE