Transaction #26647 · Form 4 · 0001193125-26-001016

Evercore Inc. · Exercise / conversion · Class K Units of Evercore LP

Evercore Inc. · Transacted December 31, 2025 · Filed January 2, 2026

Original SEC filing ↗

What does this filing report?

An SEC Form 4 filing for Evercore Inc. records an exercise / conversion involving Class K Units of Evercore LP on December 31, 2025. The reported quantity was 150,000. The filing date is January 2, 2026. This is one transaction record; amounts are not allocated among any joint reporting owners.

The acquisition category describes how securities were received. It does not by itself establish a cash purchase of common stock. Read the transaction code definitionsand the original filing before interpreting the amounts.

Transaction details

Company CIK
0001360901
Security type
Derivative
Acquisition type
Exercise / conversion · Code M
Quantity acquired
150,000
Reported price
0
Reference value
0
Currency
Currency not specified
Ownership
Direct
Holdings after transaction
150,000
Ownership description
Not reported
SEC acceptance time
Jan 2, 2026, 4:55 PM EST
10b5-1 indication
Not indicated

Reference value is reported quantity × reported price. It is not a confirmed cash payment or an estimate of a derivative's economic value. A missing currency is not assumed to be USD.

Reporting owners

These are the reporting owners named in the filing. Quantities and amounts are not allocated among co-reporters. Roles reflect this filing, not a current profile.

Company listings

EVR · NYSE

This transaction is not mapped to a specific company listing.

Derivative terms

Underlying security
Shares of Class A common Stock, par value $0.01 per share
Underlying quantity
150,000
Conversion / exercise price
Not reported
Exercise date
Not reported
Expiration date
Not reported

Filing footnotes & remarks

F1
On December 31, 2025, the Reporting Person acquired 150,000 Class K Units of Evercore LP as a result of the conversion of 100,000 Class K-P Units of Evercore LP based on the achievement of service conditions and performance targets. Pursuant to the Certificate of Incorporation of Evercore Inc. and the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, Class K Units are, subject to certain restrictions, exchangeable on a one-for-one basis, without the payment of any consideration, into Class A common stock

Footnotes are reproduced as plain text from the current source filing. For the full context, read the original SEC filing.

This record was updated Eastern Time. This is the stored record update time, not the transaction date. Report a correction.