EVR Evercore Inc. Insider Trading

Timothy Gilbert Lalonde, who was CFO at the time, sold 7,808 shares of EVR at $343.06 on 2026-06-11 for $2,678,594.52

Timothy Gilbert Lalonde, who was CFO at the time, sold 7,808 shares (18.3% of his pre-transaction holdings) at $343.06 in mid-June 2026. At the time of this filing, the stock is trading at $365.53, approximately 6.0% below its 52-week high of $388.71. His prior three sales at EVR showed mixed post-transaction performance: 90-day returns of +1.6%, +26.0%, and +9.6%, with none representing well-timed exits (where the stock would have declined after the sale). The current sale follows Evercore's recent quarterly performance showing revenue of $1,391,578,000.00 and net income of $301,235,000.00, with annual revenue growth of +29.4% and a P/E of 23.91. The disposition occurred at a point 6.0% below the 52-week peak, but without additional context about role transitions or portfolio management, the signal remains modest relative to broader company fundamentals and this insider's inconsistent timing pattern at this ticker.

Director Sarah K Williamson purchased 2,000 shares of EVR at $290.43 on 2026-03-06, raising her stake to 13,345 shares (+17.6% increase).

Director Sarah K Williamson acquired 2,000 shares at $290.43 during a period of significant price weakness: the stock is -25.1% from its 52-week high of $383.12 and has declined -19.8% over the past 30 days and -16.8% over 90 days. Her purchase increased her post-transaction holdings to 13,345 shares, a +17.6% increase from pre-transaction levels of 11,345 shares. The company shows solid fundamentals with latest quarterly revenue of $1,038,884,000.00, net income of $144,583,000.00, annual revenue growth of +29.4%, and a P/E of 18.77. This insider purchase occurs against a backdrop of recent negative stock momentum, though the timing within a cyclical decline does warrant investor attention regarding any directional signals about management confidence.

General Counsel Klurfeld sold 5,000 EVR shares at $360.00 on 2026-02-06; retains 49,368 shares post-sale.

Jason Klurfeld, General Counsel of Evercore Inc., executed an open-market sale of 5,000 shares for $1,800,000.00, reducing his holding by 9.2% to 49,368 shares. The sale occurred at $360.00, near the 52-week high of $383.12, with the stock currently trading at $357.73 (-6.6% from that peak). His prior sales at Evercore (2024 and 2025) showed average 90-day returns of +6.95%, indicating the stock generally moved higher after his prior exits—a pattern suggesting those sales were poorly timed relative to subsequent price appreciation. The company's fundamentals remain solid (revenue growth +22.8% year-over-year, net income $144.6M on $1.0B revenue), though the elevated P/E of 36.28 reflects high valuation expectations.

CFO LaLonde sold 8,407 EVR shares at $295.44 for $2.5M, reducing stake by 18.3% to 37,463 shares

LaLonde Timothy Gilbert, Chief Financial Officer of Evercore Inc., sold 8,407 shares at $295.44 on 2025-08-05, reducing his position by 18.3% from 45,870 to 37,463 shares. The sale occurred near the 52-week high of $316.00 (the stock is currently at $297.84, down 5.8% from that peak), and the stock has appreciated 37.3% over the prior 90 days. Notably, his prior two sales at EVR were poorly timed: the 2024-08-21 sale yielded a 90-day return of +26.0% and the 2024-02-13 sale yielded +9.6%, meaning the stock rose significantly after both prior sales. This transaction represents a material reduction in the insider's direct equity stake in the company.

EVR General Counsel Klurfeld sold 5,500 shares ($1.6M) at $285.85; holds 59.7K shares post-sale.

Jason Klurfeld, General Counsel of Evercore Inc., sold 5,500 shares on 2025-08-01 for $1,572,175.00 at $285.85 per share, reducing his holdings to 59,687 shares (-8.4% of pre-transaction holdings). His prior open-market sell at EVR on 2024-02-08 posted a 90-day return of +11.8%, indicating the stock rose after that sale—a poorly-timed outcome for a seller. With a 0.00% well-timed rate across his cross-ticker history (0 of 1 prior sells well-timed at the 90-day mark), his historical record shows no pattern of selling before price declines. The company reports strong fundamentals with revenue growth of +22.8% year-over-year and a P/E of 30.29, while the stock is currently at $298.66, up 3.9% over 30 days and 43.7% over 90 days. The sale represents routine portfolio activity by a senior executive with no established track record of prescient sell timing at this ticker.

Vice Chair Hyman sells 55,825 EVR shares for $15.5M across three days; blended avg $278.04 vs current $272.19

Edward S. Hyman, Vice Chair and Chairman of EISI at Evercore Inc., executed 3 separate sales totaling 55,825 shares for $15,521,361.00 between 2025-02-06 and 2025-02-10, at a blended average price of $278.04. His holdings declined 3.3% post-transaction to 1,643,035 shares. The transaction prices ranged from $271.68 to $285.56, and current price stands at $272.19, approximately -2.1% below the blended average. His prior sales at EVR (5 trades in late November 2024) each occurred during periods that subsequently declined 7.8% to 11.2% over the next 30 days, though 90-day outcomes are not yet measurable for those trades. Cross-ticker, his track record shows 12 prior sells with a 100% well-timed rate at the 90-day mark, but this reflects outcomes after those sales occurred—not a predictive indicator for this filing.

VP Chair HYMAN at Evercore sold 41,557 shares (41.6K) for $12,766,957.07 across three days in late November

Edward S. Hyman, Vice Chair and Chairman of EISI at Evercore Inc., executed 3 separate sales totaling 41,557 shares for $12,766,957.07 between 2024-11-20 and 2024-11-22, at a blended average price of $307.22. This represents a -2.4% reduction in his holdings from 1,748,076 to 1,706,519 shares. The sales occurred during a strong price period—the stock is currently at $311.35, just -1.5% from its 52-week high of $316.00, and has posted +20.8% gains over the prior 30 days and +27.0% over 90 days. Notably, Hyman executed five consecutive sells between 2024-11-13 and 2024-11-19 (the day before this filing), suggesting sustained disposition activity over a concentrated window. While he retains substantial holdings of 1,706,519 shares post-transaction, the pattern of repeated sales across multiple sessions warrants investor attention to whether this reflects portfolio actions unrelated to company outlook.

Vice Chair Edward Hyman sold 28,690 shares (1.6% of holdings) across 3 days for $8,566,223.02, blended avg $298.58.

Vice Chair Edward Hyman executed three separate sales totaling 28,690 shares on 2024-11-15, 2024-11-18, and 2024-11-19 at prices of $298.31, $298.55, and $298.87 respectively, generating $8,566,223.02 in total proceeds. The sales reduced his holdings by 1.6% from 1,776,766 shares to 1,748,076 shares, representing a modest reduction in a substantial stake. Notably, the blended average sale price of $298.58 is very close to the current price of $300.89, suggesting the insider executed sales near current market levels rather than at a significant discount. The recent activity occurs against a backdrop of 5 prior EVR sales in the preceding week (2024-11-07 through 2024-11-14), indicating a concentrated period of liquidation, though the timing outcomes of these prior trades remain unmeasurable. Annual revenue growth of -12.2% and a P/E of 44.84 provide context for the company's valuation environment.

Vice Chair HYMAN sold 33,490 EVR shares over 3 days (Nov 12–14) for $10,192,108.12; retains 1,776,766 shares post-sale.

Edward S. Hyman executed three separate sales totaling 33,490 shares for $10,192,108.12 ($10.2M) at a blended average price of $304.33 across November 12–14, 2024, reducing his holdings by 1.9% to 1,776,766 shares. The sales occurred near the 52-week high (current price $299.66 is 5.2% below the $316.00 peak), and the stock has appreciated 9.9% over the prior 30 days and 24.5% over 90 days. His cross-ticker track record includes 3 prior open-market sales, none of which demonstrated well-timed 90-day outcomes. At EVR specifically, he has executed 3 additional sales within days of this filing (November 6–8), all too recent to measure realized returns. The company's annual revenue declined 12.2% year-over-year, though the latest quarter showed $734.2M in revenue and $78.4M net income; the P/E of 44.66 reflects elevated valuation. The multi-transaction pattern over consecutive days warrants monitoring of subsequent filings and realized price levels.

Vice Chair Hyman sells 96,263 shares across 3 days (Nov 6-8) for $30.1M at blended $312.50, retains 1.81M shares

Edward S. Hyman, Vice Chair and Chairman EISI at Evercore Inc., executed 3 separate sales totaling 96,263 shares for $30,081,713.43 over November 6-8, 2024. The sales occurred at prices ranging from $306.80 to $316.38, near the stock's 52-week high of $316.00, with current price at $308.82. Despite the substantial dollar value ($30.1M), the disposition represents only 5.0% of his pre-transaction holdings (1,906,519 shares), leaving him with 1,810,256 shares post-sale. The stock's recent momentum—up 21.1% over 30 days and 32.5% over 90 days—provides context for the timing, though without disclosure of a 10b5-1 plan or FLAGS section, the discretionary nature and motivation remain undisclosed.