[Form 4] Evercore Inc. Insider Trading Activity
On 07/31/2025, Evercore Inc. (EVR) founder and Senior Chairman Roger C. Altman reported a gift of 23,400 Evercore LP partnership units to the Altman Kazickas Foundation. Each unit is exchangeable 1-for-1 into Class A common stock, but charitable code 鈥淕鈥� means no sale proceeds were received. Altman鈥檚 direct derivative holdings decline from an estimated 193,934 to 170,534 units鈥攁bout a 12 % reduction鈥攚hile public share count remains unchanged. No non-derivative share transactions, prices, or Rule 10b5-1 plan indications were disclosed. The filing signals philanthropy rather than portfolio rebalancing and has neutral financial impact on Evercore shareholders.
Il 31/07/2025, Roger C. Altman, fondatore e Presidente Senior di Evercore Inc. (EVR), ha comunicato una donazione di 23.400 quote di partnership Evercore LP alla Altman Kazickas Foundation. Ogni quota 猫 convertibile 1 a 1 in azioni ordinarie di Classe A, ma il codice beneficenza 鈥淕鈥� indica che non sono stati ricevuti proventi dalla vendita. Le partecipazioni derivate dirette di Altman diminuiscono da circa 193.934 a 170.534 quote, pari a una riduzione di circa il 12%, mentre il numero di azioni pubbliche rimane invariato. Non sono state divulgate transazioni su azioni non derivate, prezzi o indicazioni di piani Rule 10b5-1. La comunicazione indica un atto di filantropia pi霉 che un riequilibrio del portafoglio e ha un impatto finanziario neutro per gli azionisti di Evercore.
El 31/07/2025, Roger C. Altman, fundador y Presidente Senior de Evercore Inc. (EVR), inform贸 una 诲辞苍补肠颈贸苍 de 23.400 unidades de asociaci贸n Evercore LP a la Fundaci贸n Altman Kazickas. Cada unidad es intercambiable 1 a 1 por acciones ordinarias Clase A, pero el c贸digo caritativo 鈥淕鈥� indica que no se recibieron ingresos por venta. Las participaciones derivadas directas de Altman disminuyen de aproximadamente 193.934 a 170.534 unidades, una reducci贸n de alrededor del 12%, mientras que el n煤mero de acciones p煤blicas permanece sin cambios. No se revelaron transacciones de acciones no derivadas, precios ni indicaciones de planes Rule 10b5-1. La presentaci贸n se帽ala filantrop铆a m谩s que un reequilibrio de cartera y tiene un impacto financiero neutral para los accionistas de Evercore.
2025雲� 7鞗� 31鞚�, Evercore Inc.(EVR)鞚� 彀诫鞛愳澊鞛� 靾橃劃 須岇灔鞚� 搿滌爛 C. 鞎岉姼毵岇澊 Altman Kazickas 鞛嫧鞐� 23,400 Evercore LP 韺岉姼雱堨嫮 雼渼毳� 旮半秬頄堧嫟瓿� 氤搓碃頄堨姷雼堧嫟. 臧� 雼渼電� 1雽�1搿� 韥措灅鞀� A 氤错喌欤茧 甑愴櫂 臧�電ロ晿歆�毵�, 鞛愳劆 旖旊摐 鈥淕鈥濍姅 韺愲Г 靾橃澋鞚� 鞐嗢棃鞚岇潉 鞚橂頃╇媹雼�. 鞎岉姼毵岇潣 歆侅爲 韺岇儩 氤挫湢霟夓潃 鞎� 193,934鞐愳劀 170,534 雼渼搿� 鞎� 12% 臧愳唽頄堨溂氅�, 瓿店车 欤检嫕 靾橂姅 氤�霃欖澊 鞐嗢姷雼堧嫟. 牍勴寣靸� 欤检嫕 瓯半灅, 臧�瓴� 霕愲姅 Rule 10b5-1 瓿勴殟 甏�霠� 鞝曤炒電� 瓿店皽霅橃 鞎婌晿鞀惦媹雼�. 鞚措矆 鞁犼碃電� 韽姼韽措Μ鞓� 鞛“鞝曤炒雼� 鞛愳劆 頇滊彊鞚� 雮橅儉雮措┌ Evercore 欤检＜霌れ棎瓴� 鞛鞝� 欷戨 鞓來枼鞚� 氙胳供雼堧嫟.
Le 31/07/2025, Roger C. Altman, fondateur et Pr茅sident Senior d'Evercore Inc. (EVR), a d茅clar茅 un don de 23 400 unit茅s de partenariat Evercore LP 脿 la Altman Kazickas Foundation. Chaque unit茅 est 茅changeable 脿 raison de 1 pour 1 contre des actions ordinaires de classe A, mais le code caritatif 芦 G 禄 signifie qu鈥檃ucun produit de vente n鈥檃 茅t茅 per莽u. Les d茅tentions d茅riv茅es directes d鈥橝ltman diminuent d鈥檈nviron 193 934 脿 170 534 unit茅s, soit une r茅duction d鈥檈nviron 12 %, tandis que le nombre d鈥檃ctions publiques reste inchang茅. Aucune transaction d鈥檃ctions non d茅riv茅es, prix ou indication de plan Rule 10b5-1 n鈥檃 茅t茅 divulgu茅e. Ce d茅p么t signale une d茅marche philanthropique plut么t qu鈥檜n r茅茅quilibrage de portefeuille et a un impact financier neutre pour les actionnaires d鈥橢vercore.
Am 31.07.2025 meldete Roger C. Altman, Gr眉nder und Senior Chairman von Evercore Inc. (EVR), eine Schenkung von 23.400 Evercore LP-Partnerschaftseinheiten an die Altman Kazickas Stiftung. Jede Einheit ist 1:1 in Stammaktien der Klasse A umwandelbar, jedoch bedeutet der Wohlt盲tigkeitscode 鈥濭鈥�, dass keine Verkaufserl枚se erzielt wurden. Altmans direkte derivative Beteiligungen sinken von gesch盲tzten 193.934 auf 170.534 Einheiten 鈥� eine Reduktion von etwa 12 %, w盲hrend die Anzahl der 枚ffentlichen Aktien unver盲ndert bleibt. Keine nicht-derivativen Aktiengesch盲fte, Preise oder Hinweise auf Rule 10b5-1-Pl盲ne wurden offengelegt. Die Meldung signalisiert Philanthropie statt Portfolioumschichtung und hat keine finanzielle Auswirkung f眉r Evercore-Aktion盲re.
- None.
- Insider ownership dilution: Altman鈥檚 direct derivative stake falls by ~12 % (23,400 units), marginally reducing alignment with public investors.
Insights
TL;DR: Charitable gift of 23,400 units; minimal economic effect on EVR, insider still holds sizable stake.
The Form 4 shows a non-cash, insider-initiated transfer coded 鈥淕,鈥� therefore not an open-market sale. Altman鈥檚 derivative exposure drops by roughly 12 %, but 170.5 k units remain, preserving alignment with shareholders. Because the units are interchangeable into Class A shares on a 1:1 basis, the move neither alters share count nor signals valuation concerns. Market impact should be negligible; liquidity and earnings per share stay intact.
TL;DR: Philanthropic transfer reflects personal estate planning; governance risk unchanged.
Gifts to charitable foundations are common among long-tenured executives. The Altman Kazickas Foundation is a not-for-profit entity, so potential voting influence shifts from the individual to the charity but remains friendly. No red flags such as undisclosed related-party benefits or control changes appear. Overall governance posture and insider ownership structure remain stable.
Il 31/07/2025, Roger C. Altman, fondatore e Presidente Senior di Evercore Inc. (EVR), ha comunicato una donazione di 23.400 quote di partnership Evercore LP alla Altman Kazickas Foundation. Ogni quota 猫 convertibile 1 a 1 in azioni ordinarie di Classe A, ma il codice beneficenza 鈥淕鈥� indica che non sono stati ricevuti proventi dalla vendita. Le partecipazioni derivate dirette di Altman diminuiscono da circa 193.934 a 170.534 quote, pari a una riduzione di circa il 12%, mentre il numero di azioni pubbliche rimane invariato. Non sono state divulgate transazioni su azioni non derivate, prezzi o indicazioni di piani Rule 10b5-1. La comunicazione indica un atto di filantropia pi霉 che un riequilibrio del portafoglio e ha un impatto finanziario neutro per gli azionisti di Evercore.
El 31/07/2025, Roger C. Altman, fundador y Presidente Senior de Evercore Inc. (EVR), inform贸 una 诲辞苍补肠颈贸苍 de 23.400 unidades de asociaci贸n Evercore LP a la Fundaci贸n Altman Kazickas. Cada unidad es intercambiable 1 a 1 por acciones ordinarias Clase A, pero el c贸digo caritativo 鈥淕鈥� indica que no se recibieron ingresos por venta. Las participaciones derivadas directas de Altman disminuyen de aproximadamente 193.934 a 170.534 unidades, una reducci贸n de alrededor del 12%, mientras que el n煤mero de acciones p煤blicas permanece sin cambios. No se revelaron transacciones de acciones no derivadas, precios ni indicaciones de planes Rule 10b5-1. La presentaci贸n se帽ala filantrop铆a m谩s que un reequilibrio de cartera y tiene un impacto financiero neutral para los accionistas de Evercore.
2025雲� 7鞗� 31鞚�, Evercore Inc.(EVR)鞚� 彀诫鞛愳澊鞛� 靾橃劃 須岇灔鞚� 搿滌爛 C. 鞎岉姼毵岇澊 Altman Kazickas 鞛嫧鞐� 23,400 Evercore LP 韺岉姼雱堨嫮 雼渼毳� 旮半秬頄堧嫟瓿� 氤搓碃頄堨姷雼堧嫟. 臧� 雼渼電� 1雽�1搿� 韥措灅鞀� A 氤错喌欤茧 甑愴櫂 臧�電ロ晿歆�毵�, 鞛愳劆 旖旊摐 鈥淕鈥濍姅 韺愲Г 靾橃澋鞚� 鞐嗢棃鞚岇潉 鞚橂頃╇媹雼�. 鞎岉姼毵岇潣 歆侅爲 韺岇儩 氤挫湢霟夓潃 鞎� 193,934鞐愳劀 170,534 雼渼搿� 鞎� 12% 臧愳唽頄堨溂氅�, 瓿店车 欤检嫕 靾橂姅 氤�霃欖澊 鞐嗢姷雼堧嫟. 牍勴寣靸� 欤检嫕 瓯半灅, 臧�瓴� 霕愲姅 Rule 10b5-1 瓿勴殟 甏�霠� 鞝曤炒電� 瓿店皽霅橃 鞎婌晿鞀惦媹雼�. 鞚措矆 鞁犼碃電� 韽姼韽措Μ鞓� 鞛“鞝曤炒雼� 鞛愳劆 頇滊彊鞚� 雮橅儉雮措┌ Evercore 欤检＜霌れ棎瓴� 鞛鞝� 欷戨 鞓來枼鞚� 氙胳供雼堧嫟.
Le 31/07/2025, Roger C. Altman, fondateur et Pr茅sident Senior d'Evercore Inc. (EVR), a d茅clar茅 un don de 23 400 unit茅s de partenariat Evercore LP 脿 la Altman Kazickas Foundation. Chaque unit茅 est 茅changeable 脿 raison de 1 pour 1 contre des actions ordinaires de classe A, mais le code caritatif 芦 G 禄 signifie qu鈥檃ucun produit de vente n鈥檃 茅t茅 per莽u. Les d茅tentions d茅riv茅es directes d鈥橝ltman diminuent d鈥檈nviron 193 934 脿 170 534 unit茅s, soit une r茅duction d鈥檈nviron 12 %, tandis que le nombre d鈥檃ctions publiques reste inchang茅. Aucune transaction d鈥檃ctions non d茅riv茅es, prix ou indication de plan Rule 10b5-1 n鈥檃 茅t茅 divulgu茅e. Ce d茅p么t signale une d茅marche philanthropique plut么t qu鈥檜n r茅茅quilibrage de portefeuille et a un impact financier neutre pour les actionnaires d鈥橢vercore.
Am 31.07.2025 meldete Roger C. Altman, Gr眉nder und Senior Chairman von Evercore Inc. (EVR), eine Schenkung von 23.400 Evercore LP-Partnerschaftseinheiten an die Altman Kazickas Stiftung. Jede Einheit ist 1:1 in Stammaktien der Klasse A umwandelbar, jedoch bedeutet der Wohlt盲tigkeitscode 鈥濭鈥�, dass keine Verkaufserl枚se erzielt wurden. Altmans direkte derivative Beteiligungen sinken von gesch盲tzten 193.934 auf 170.534 Einheiten 鈥� eine Reduktion von etwa 12 %, w盲hrend die Anzahl der 枚ffentlichen Aktien unver盲ndert bleibt. Keine nicht-derivativen Aktiengesch盲fte, Preise oder Hinweise auf Rule 10b5-1-Pl盲ne wurden offengelegt. Die Meldung signalisiert Philanthropie statt Portfolioumschichtung und hat keine finanzielle Auswirkung f眉r Evercore-Aktion盲re.
FAQ
What did Evercore (EVR) report in the latest Form 4?
Did the transaction involve cash or affect EVR鈥檚 share count?
How many derivative units does Altman still own after the gift?
Are Evercore LP units equivalent to Class A shares?
Does this filing indicate insider selling pressure?
