Evercore Inc. (EVR) Insider Trading
Over the last 3 months, EVR insiders made 0 open-market buys and 1 sale, a net sale of -$2.7M (SEC Form 4). Over the last 6 months, 537 institutions increased and 441 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
1
Net (3m)
-$2.7M
Insider trades by month Buys Sells
Nov
Feb
Aug
Dec
Feb
Jun
Context3-month price -17.1%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 15, 2026 | LaLonde Timothy Gilbertofficer: Chief Financial Officer | Sell | 7,808 | $343.06 |
| Jun 12, 2026 | Carlton Pamela Gdirector | Grant | 364 | — |
| Jun 12, 2026 | Robertson Sir Simondirector | Grant | 364 | — |
| Jun 12, 2026 | WHEELER WILLIAM Jdirector | Grant | 364 | — |
| Jun 12, 2026 | Williamson Sarah Kdirector | Grant | 727 | — |
| Jun 12, 2026 | FUTTER ELLEN Vdirector | Grant | 364 | — |
| Jun 12, 2026 | OVERLOCK WILARD J JRdirector | Grant | 727 | — |
| Jun 12, 2026 | MILLARD ROBERT Bdirector | Grant | 815 | — |
| Jun 12, 2026 | VARNEY CHRISTINE Adirector | Grant | 727 | — |
| Jun 12, 2026 | Harris Gail Blockdirector | Grant | 364 | — |
| Feb 23, 2026 | Lindsey-Clark Matthewofficer: Co-Head EMEA IB | Grant | 7,638 | — |
| Feb 23, 2026 | Pensa Paulofficer: Contr, Prin. Acct.Officer | Grant | 1,867 | — |
| Feb 23, 2026 | WEINBERG JOHN Sdirector, officer: CEO/Chairman | Grant | 31,528 | — |
| Feb 23, 2026 | LaLonde Timothy Gilbertofficer: Chief Financial Officer | Grant | 12,465 | — |
| Feb 23, 2026 | Altman Roger Cdirector, officer: Founder and Senior Chairman | Grant | 30,062 | — |
| Feb 23, 2026 | Klurfeld Jasonofficer: General Counsel | Grant | 8,799 | — |
| Feb 17, 2026 | Klurfeld Jasonofficer: General Counsel | Tax | 374 | $328.56 |
| Feb 6, 2026 | Lindsey-Clark Matthewofficer: Co-Head EMEA IB | Tax | 3,578 | $346.23 |
| Feb 6, 2026 | Klurfeld Jasonofficer: General Counsel | Tax | 5,319 | $346.23 |
| Feb 6, 2026 | Pensa Paulofficer: Contr, Prin. Acct.Officer | Sell | 1,450 | $350.31 |
| Feb 6, 2026 | Klurfeld Jasonofficer: General Counsel | Sell | 5,000 | $360.00 |
| Feb 6, 2026 | Altman Roger Cdirector, officer: Founder and Senior Chairman | Tax | 13,554 | $346.23 |
| Feb 6, 2026 | Pensa Paulofficer: Contr, Prin. Acct.Officer | Tax | 1,255 | $346.23 |
| Feb 6, 2026 | LaLonde Timothy Gilbertofficer: Chief Financial Officer | Tax | 7,320 | $346.23 |
| Feb 6, 2026 | WEINBERG JOHN Sdirector, officer: CEO/Chairman | Tax | 13,360 | $346.23 |
| Jan 2, 2026 | LaLonde Timothy Gilbertofficer: Chief Financial Officer | Option | 150,000 | — |
| Jan 2, 2026 | LaLonde Timothy Gilbertofficer: Chief Financial Officer | Option | 100,000 | — |
| Dec 11, 2025 | Carlton Pamela Gdirector | Sell | 192 | $343.11 |
| Aug 7, 2025 | LaLonde Timothy Gilbertofficer: Chief Financial Officer | Sell | 8,407 | $295.44 |
| Aug 5, 2025 | Klurfeld Jasonofficer: General Counsel | Sell | 5,500 | $285.85 |
Source: EVR SEC Form 4 filings, latest Jun 15, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their EVR positions over the last 6 months (SEC Form 13F).
Increased
537
New positions
215
Reduced
441
Sold out
43
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BlackRock, Inc. | Increased | 3.7M | Aug 7, 2026 |
| BLACKROCK, INC. | Increased | 3.6M | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | New Position | 2.0M | May 8, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Reduced | 2.0M | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | Increased | 1.7M | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 1.7M | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.7M | Aug 13, 2026 |
| FMR LLC | Increased | 1.7M | May 15, 2026 |
| Invesco Ltd. | Increased | 1.6M | Aug 14, 2026 |
| INVESCO LTD. | Increased | 1.4M | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | Increased | 1.3M | May 15, 2026 |
| STATE STREET CORP | Increased | 1.2M | Aug 7, 2026 |
| STATE STREET CORP | Increased | 1.2M | May 15, 2026 |
| FMR LLC | Reduced | 1.1M | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.1M | Aug 12, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.