Form 4: Evercore Founder Gifts 33,400 Partnership Units

Evercore Inc. Founder and Senior Chairman Roger C. Altman gifted 33,400 Evercore LP partnership units to the Altman Kazickas Foundation.

Summary

• Roger C. Altman, Founder and Senior Chairman of Evercore Inc., reported a transaction involving Evercore LP partnership units.
• On November 6, 2025, Mr. Altman made a bona fide gift of 33,400 Evercore LP partnership units.
• The recipient of the gift is the Altman Kazickas Foundation, a not-for-profit institution.
• Following this transaction, Mr. Altman beneficially owns 103,734 Evercore LP partnership units directly.
• Evercore LP partnership units are exchangeable on a one-to-one basis for shares of Evercore Inc. Class A common stock, subject to customary adjustments.

Sentiment

Score: 6

Explanation: The sentiment is slightly positive due to the philanthropic nature of the gift from a key executive, which can reflect positively on corporate citizenship, though it has no direct operational or financial impact on the company's performance.

Positives

• The transaction represents a philanthropic gift to a not-for-profit institution, the Altman Kazickas Foundation, demonstrating charitable giving by a key executive.
• The gift aligns with corporate social responsibility, potentially enhancing Evercore's public image through its founder's actions.

Future Outlook

This filing is an insider transaction report and does not contain forward-looking statements or guidance regarding the company's financial performance or strategic outlook.

Industry Context

Insider transactions, such as gifts of equity, are common occurrences in publicly traded companies. While this specific transaction is a gift, it reflects a change in beneficial ownership by a significant insider, which is routinely disclosed to maintain transparency in the market.

Related Party Transactions

• Roger C. Altman, a key executive, made a gift of Evercore LP partnership units to the Altman Kazickas Foundation, a not-for-profit institution associated with him.

Stakeholder Impact

• Shareholders: The transaction represents a change in beneficial ownership by a significant insider, which is transparently disclosed. The gift itself does not directly impact the company's operational performance or financial health.
• Community/Philanthropy: The Altman Kazickas Foundation benefits from the gift, enabling its charitable activities.

Key Dates

Keywords

Evercore, EVR, Roger C. Altman, Insider Transaction, Form 4, Partnership Units, Charitable Gift, Founder, Senior Chairman