Evercore Inc.·4

Feb 6, 5:04 PM ET

Klurfeld Jason 4

Research Summary

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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.