Evercore Inc. (EVR) Insider Trading

Last 12 months

Insiders bought $581k and sold $5.05M on the open market.

None of the selling was scheduled in advance under a 10b5-1 plan. Chief Financial Officer Timothy Gilbert Lalonde sold $2.68M on Jun 11, 18% of their stake, outside a plan.

Net open-market

−$4.47M

1 buy · 4 sales

Under a 10b5-1 plan

of the value sold

Insiders who bought / sold

1 / 4

executives and directors

Last open-market buy

Mar 2026

Mar 6, 2026

Get an email when EVR's executives or directors buy, or make a large sale outside a plan.

Trades · last 2 years

Date	Insider	Trade	Shares	Price	Value	Of their stake	Filing
Jun 11	Timothy Gilbert Lalonde Chief Financial Officer	SoldNo plan	7,808	$343.06	$2.68M	18%	Form 4
Mar 6	Sarah K Williamson Director	Bought	2,000	$290.43	$581k	18%	Form 4
Feb 6	Jason Klurfeld General Counsel	SoldNo plan	5,000	$360.00	$1.8M	9.2%	Form 4
Feb 5	Paul Pensa Contr, Prin. Acct.Officer	SoldNo plan	1,450	$350.31	$508k	22%	Form 4
Dec 9, 2025	Pamela G Carlton Director	SoldNo plan	192	$343.11	$66k	5.2%	Form 4
Aug 5, 2025	Timothy Gilbert Lalonde Chief Financial Officer	SoldNo plan	8,407	$295.44	$2.48M	18%	Form 4
Aug 1, 2025	Jason Klurfeld General Counsel	SoldNo plan	5,500	$285.85	$1.57M	8.4%	Form 4
Feb 6, 2025 – Feb 10, 2025	Edward S Hyman Vice Chair EVR & Chairman EISI	SoldNo plan 3 parts	55,825	$278.04 average	$15.5M	3.3%	Form 4
Feb 7, 2025	Paul Pensa Contr, Prin. Acct.Officer	SoldNo plan	1,863	$281.23	$524k	25%	Form 4
Nov 20, 2024 – Nov 22, 2024	Edward S Hyman Vice Chair EVR & Chairman EISI	SoldNo plan 3 parts	41,557	$307.22 average	$12.8M	2.4%	Form 4
Nov 15, 2024 – Nov 19, 2024	Edward S Hyman Vice Chair EVR & Chairman EISI	SoldNo plan 3 parts	28,690	$298.58 average	$8.57M	1.6%	Form 4
Nov 12, 2024 – Nov 14, 2024	Edward S Hyman Vice Chair EVR & Chairman EISI	SoldNo plan 3 parts	33,490	$304.33 average	$10.2M	1.9%	Form 4
Nov 6, 2024 – Nov 8, 2024	Edward S Hyman Vice Chair EVR & Chairman EISI	SoldNo plan 3 parts	96,263	$312.50 average	$30.1M	5.0%	Form 4

Jun 11No plan
Timothy Gilbert Lalonde
Chief Financial Officer · sold 7,808 at $343.06
$2.68M
18% of stake
Mar 6
Sarah K Williamson
Director · bought 2,000 at $290.43
$581k
18% of stake
Feb 6No plan
Jason Klurfeld
General Counsel · sold 5,000 at $360.00
$1.8M
9.2% of stake
Feb 5No plan
Paul Pensa
Contr, Prin. Acct.Officer · sold 1,450 at $350.31
$508k
22% of stake
Dec 9, 2025No plan
Pamela G Carlton
Director · sold 192 at $343.11
$66k
5.2% of stake
Aug 5, 2025No plan
Timothy Gilbert Lalonde
Chief Financial Officer · sold 8,407 at $295.44
$2.48M
18% of stake
Aug 1, 2025No plan
Jason Klurfeld
General Counsel · sold 5,500 at $285.85
$1.57M
8.4% of stake
Feb 6, 2025 – Feb 10, 2025No plan
Edward S Hyman
Vice Chair EVR & Chairman EISI · sold 55,825 at avg $278.04
$15.5M
3.3% of stake
Feb 7, 2025No plan
Paul Pensa
Contr, Prin. Acct.Officer · sold 1,863 at $281.23
$524k
25% of stake
Nov 20, 2024 – Nov 22, 2024No plan
Edward S Hyman
Vice Chair EVR & Chairman EISI · sold 41,557 at avg $307.22
$12.8M
2.4% of stake
Nov 15, 2024 – Nov 19, 2024No plan
Edward S Hyman
Vice Chair EVR & Chairman EISI · sold 28,690 at avg $298.58
$8.57M
1.6% of stake
Nov 12, 2024 – Nov 14, 2024No plan
Edward S Hyman
Vice Chair EVR & Chairman EISI · sold 33,490 at avg $304.33
$10.2M
1.9% of stake
Nov 6, 2024 – Nov 8, 2024No plan
Edward S Hyman
Vice Chair EVR & Chairman EISI · sold 96,263 at avg $312.50
$30.1M
5.0% of stake

How to read this. Insiders sell for many reasons: taxes, diversifying, a house. Open-market buys are rarer and say more. A 10b5-1 plan is a trading schedule set up months in advance, so those sales were not timed on news. Large holders (funds and 10% owners) are listed under Everything but not counted as insiders. If you own or watch EVR, we send a push when an executive buys or makes a large sale outside a plan.

Source: SEC Form 4 filings, filed within two business days of each trade and checked for new ones every hour.

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Spot a number that looks wrong? Check it in EVR's SEC filings or

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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.

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