Form 4: Evercore Director Wilard J. Overlock Jr. Receives Restricted Stock Units

Evercore Inc. Director Wilard J. Overlock Jr. was granted 1,054 shares of Class A common stock in the form of restricted stock units on June 11, 2025, increasing his direct beneficial ownership to 14,552 shares.

Summary

• Wilard J. Overlock Jr., a Director at Evercore Inc., acquired 1,054 shares of Class A common stock.
• The acquisition occurred on June 11, 2025, and was reported on June 12, 2025.
• These shares were acquired at a price of $0, indicating a grant of restricted stock units (RSUs).
• Following this transaction, Mr. Overlock's direct beneficial ownership stands at 14,552 shares of Class A common stock.
• The restricted stock units are scheduled for delivery on June 11, 2026, with provisions for accelerated vesting under specific circumstances.

Sentiment

Score: 7

Explanation: The grant of restricted stock units to a director is a positive signal of continued alignment between management and shareholder interests, representing a standard form of long-term equity compensation.

Positives

• The grant of 1,054 restricted stock units to Director Wilard J. Overlock Jr. aligns management's interests with shareholder value, as these units vest over time and are tied to the company's stock performance.

Future Outlook

The acquired restricted stock units are scheduled for delivery on June 11, 2026, with potential for accelerated vesting under certain circumstances, indicating a future commitment to the reporting person.

Industry Context

This Form 4 filing represents a routine insider transaction, specifically the grant of equity compensation to a director, which is a common practice across the financial services industry to align executive and director incentives with long-term company performance.

Related Party Transactions

• Grant of 1,054 restricted stock units to Director Wilard J. Overlock Jr. as part of his compensation package.

Stakeholder Impact

• Shareholders: The grant of restricted stock units to a director aligns their interests with long-term shareholder value creation, as the value of the compensation is tied to the company's stock performance.

Next Steps

• Delivery of the 1,054 restricted stock units on June 11, 2026, subject to vesting conditions.

Key Dates

Recommendation

Keywords

Evercore, EVR, Form 4, insider transaction, restricted stock units, RSU, director compensation, beneficial ownership, equity grant