undamentalytics Newsletter

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.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Evercore Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

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%).

$0$10.0k$20.0k$30.0k 2020202120222023202420252026 $28.8k$27.5k$18.5k
Copying Evercore Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Evercore Inc.'s insiders from March 10, 2020, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 24% of the time.
Evercore Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest 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

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

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.

MonthCrowd3 months on, vs S&P 5006 months12 months
February 27, 20263 selling+0.1%−18.3%not yet
March 31, 20233 selling−0.1%+12.7%+42.0%
August 31, 20213 selling−1.4%−7.6%−20.0%
February 26, 20213 selling+13.5%−3.5%−7.8%
November 30, 20173 selling+3.5%+19.1%−9.0%
February 28, 20175 selling−15.3%−8.3%+2.0%
February 28, 20135 selling−10.2%0.0%+14.0%
February 29, 20123 selling−4.6%−10.8%+44.6%
February 28, 20114 selling+4.8%−17.8%−22.1%
April 30, 20103 selling−27.4%−15.7%−17.6%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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