Evercore Inc. insider trading
Every open-market purchase and sale by Evercore Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Evercore Inc.’s insiders pay?
From March 10, 2010 to June 15, 2026, 18 insiders reported 4 open-market purchases and 122 sales not made under a pre-set plan in Evercore Inc. Twelve months after each purchase was reported, the shares were +133.6% against the S&P 500 on average (median +140.1%), over 3 purchases with a full year of prices; 100% beat the index. After sales, the shares moved +4.8% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on March 10, 2020 into $27,504 by November 2, 2026, +16.5% a year. It held shares 24% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $18,491 (+9.7% a year), and held throughout $28,846 (+17.3%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Schlosstein Ralph | Co-CEO/Co-Chairman | 0 | — | — | 22 | +2.0% (22) | November 24, 2021 |
| Pensa Paul | Contr, Prin. Acct.Officer | 0 | — | — | 18 | +5.1% (17) | February 6, 2026 |
| Frankel Adam B | General Counsel | 0 | — | — | 15 | +8.8% (15) | November 27, 2017 |
| Sibbald Andrew | CEO EVR Partners International | 0 | — | — | 11 | +4.2% (11) | April 27, 2018 |
| Walsh Robert B | Principal Financial Officer | 3 | +133.6% (3) | 100% | 7 | −6.8% (7) | June 3, 2021 |
| Mestre Eduardo G | Vice Chairman | 0 | — | — | 8 | +0.2% (8) | February 15, 2012 |
| Klurfeld Jason | General Counsel | 0 | — | — | 7 | +4.1% (6) | February 6, 2026 |
| Carlton Pamela G | Director | 0 | — | — | 6 | +19.0% (5) | December 11, 2025 |
| Altman Roger C | Founder and Senior Chairman | 0 | — | — | 5 | −11.7% (5) | October 26, 2018 |
| Aspe Pedro | Co-Chairman of the Board | 0 | — | — | 5 | +43.8% (5) | April 29, 2013 |
| Hyman Edward S | Vice Chair EVR & Chairman EISI | 0 | — | — | 5 | −8.4% (5) | February 10, 2025 |
| Lalonde Timothy Gilbert | Chief Financial Officer | 0 | — | — | 4 | +17.2% (3) | June 15, 2026 |
| Taylor Bernard J | Co-Vice Chairman | 0 | — | — | 4 | −16.6% (4) | March 17, 2010 |
| Arellano Ostoa Augusto | CEO of EVR Mexico | 0 | — | — | 2 | +6.4% (2) | May 3, 2018 |
| Beattie Richard I | Director | 0 | — | — | 1 | +24.4% (1) | March 3, 2023 |
| Futter Ellen V | Director | 0 | — | — | 1 | +51.2% (1) | October 26, 2020 |
| Pritzker Anthony N | Director | 0 | — | — | 1 | −14.2% (1) | March 11, 2010 |
| Williamson Sarah K | Director | 1 | — | — | 0 | — | March 10, 2026 |
When several insiders traded Evercore Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Evercore Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After 10 selling crowds, −5.0%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| February 27, 2026 | 3 selling | +0.1% | −18.3% | not yet |
| March 31, 2023 | 3 selling | −0.1% | +12.7% | +42.0% |
| August 31, 2021 | 3 selling | −1.4% | −7.6% | −20.0% |
| February 26, 2021 | 3 selling | +13.5% | −3.5% | −7.8% |
| November 30, 2017 | 3 selling | +3.5% | +19.1% | −9.0% |
| February 28, 2017 | 5 selling | −15.3% | −8.3% | +2.0% |
| February 28, 2013 | 5 selling | −10.2% | 0.0% | +14.0% |
| February 29, 2012 | 3 selling | −4.6% | −10.8% | +44.6% |
| February 28, 2011 | 4 selling | +4.8% | −17.8% | −22.1% |
| April 30, 2010 | 3 selling | −27.4% | −15.7% | −17.6% |