Evercore Inc.·4

Feb 6, 5:04 PM ET

Klurfeld Jason 4

4 · Evercore Inc. · Filed Feb 6, 2026

Research Summary

AI-generated summary of this filing

Updated

Evercore (EVR) GC Jason Klurfeld Sells 5,000 Shares

What Happened
Jason Klurfeld, General Counsel of Evercore Inc. (EVR), disposed of shares in two related transactions. On 2026-02-06 he sold 5,000 shares in an open-market sale at $360.00 per share for proceeds of $1,800,000. On 2026-02-04 he surrendered 5,319 shares at $346.23 per share (value $1,841,611) to Evercore to cover taxes tied to the vesting of previously granted restricted stock units. Both entries are dispositions (sales/withholding) rather than purchases.

Key Details

  • Transaction dates and prices:
    • 2026-02-04: 5,319 shares surrendered at $346.23 each — $1,841,611 (tax withholding for RSU vesting).
    • 2026-02-06: 5,000 shares sold on the open market at $360.00 each — $1,800,000.
  • Total shares disposed: 10,319; total value ≈ $3.64 million.
  • Shares owned after the transactions: Not specified in the provided filing.
  • Footnote: F1 — shares were surrendered to Evercore to pay taxes in connection with RSU vesting (tax withholding, not a gift or separate sale).
  • Filing timeliness: Report filed 2026-02-06 for transactions on 2026-02-04 and 2026-02-06; no late-filing indication in the supplied data.
  • Transaction codes: F = tax withholding/surrender; S = open-market sale.

Context

  • The 5,319-share transfer was a routine tax-withholding event tied to RSU vesting (common and not an independent market trade).
  • The 5,000-share open-market sale realized cash proceeds and is a direct sale; sales do not necessarily indicate insider negative views, as executives frequently sell for diversification, taxes, or liquidity.
  • No option exercise or 10% owner activity is reported here; these were share dispositions only.

Insider Transaction Report

Form 4
Period: 2026-02-04
Klurfeld Jason
General Counsel
Transactions
  • Tax Payment

    Shares of Class A common stock, par value $0.01 per share

    [F1]
    2026-02-04$346.23/sh5,319$1,841,61154,368 total
  • Sale

    Shares of Class A common stock, par value $0.01 per share

    2026-02-06$360.00/sh5,000$1,800,00049,368 total
Footnotes (1)
  • [F1]These shares were surrendered to Evercore Inc. for the payment of taxes in connection with the vesting of previously granted restricted stock unit awards.
Signature
/s/ Jason Klurfeld|2026-02-06

Documents

1 file
  • 4
    ownership.xmlPrimary

    4