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Evercore Inc. — Director's Dealing 2024
May 17, 2024
30471_dirs_2024-05-17_12fe247b-8d37-4533-bda8-bcc9e2f39daa.zip
Director's Dealing
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SEC Form 4 — Statement of Changes in Beneficial Ownership
Issuer: Evercore Inc. (EVR)
CIK: 0001360901
Period of Report: 2024-05-15
Reporting Person: Altman Roger C (N/A)
Non-Derivative Transactions
| Date | Security | Code | Shares | Price | A/D | Holdings After | Ownership |
|---|---|---|---|---|---|---|---|
| 2024-05-15 | Shares of Class A common stock, par value $0.01 per share | C | 20000 | — | Acquired | 103946 | Direct |
| 2024-05-16 | Shares of Class A common stock, par value $0.01 per share | G | 20000 | $0.00 | Disposed | 83946 | Direct |
Derivative Transactions
| Date | Security | Exercise Price | Code | Shares | A/D | Expiration | Underlying | Ownership |
|---|---|---|---|---|---|---|---|---|
| 2024-05-15 | Partnership units of Evercore LP | $ | C | 20000 | Disposed | Shares of Class A common stock, par value $0.01 per share (20000) | Direct |
Footnotes
F1: Shares of Class A common stock were acquired upon exchange of Evercore LP partnership units, in accordance with the Evercore LP partnership agreement.
F2: Mr. Altman has made a bona fide gift of these shares of Class A Common Stock to unaffiliated not-for-profit institutions.
F3: Pursuant to the Amended and Restated Certificate of Incorporation of Evercore Inc., Evercore LP partnership units are, subject to certain
restrictions in the Evercore LP partnership agreement, exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary conversion rate adjustments for stock splits, stock dividends and reclassifications.