Form 4: Evercore CFO Sells Shares for Tax Obligations

Evercore Inc.'s Chief Financial Officer, Timothy Gilbert LaLonde, disposed of 7,320 shares of Class A common stock to cover tax liabilities from restricted stock unit vesting.

Summary

• Timothy Gilbert LaLonde, Chief Financial Officer of Evercore Inc., disposed of 7,320 shares of Class A common stock.
• The transaction occurred on February 4, 2026, at a price of $346.2325 per share.
• These shares were surrendered to Evercore Inc. to satisfy tax obligations related to the vesting of previously granted restricted stock unit awards.
• Following this transaction, Mr. LaLonde beneficially owns 30,143 shares of Class A common stock.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, as it represents a standard tax-related disposition of shares following the vesting of restricted stock units, rather than a discretionary sale.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that insider transactions, particularly those related to tax withholdings from RSU vesting, are common and generally not indicative of management's sentiment towards the company's future prospects. Such transactions are often pre-scheduled under Rule 10b5-1 plans.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine, non-discretionary transaction for tax purposes, not signaling a change in management's confidence.

Key Dates

Recommendation

This Form 4 filing details a routine, non-discretionary sale of shares by Evercore's CFO to cover tax obligations arising from RSU vesting. Such transactions are common and do not typically reflect a change in the insider's view of the company's fundamentals or future prospects. Therefore, it provides no new information to warrant a change in investment recommendation, suggesting a 'hold' position is appropriate based solely on this filing.

Keywords

Evercore Inc., EVR, Timothy Gilbert LaLonde, CFO, Insider Trading, Form 4, Stock Sale, Restricted Stock Units, Tax Withholding