SEC Filing Analysis: Evercore Inc. (EVR)

Executive Summary

• Trading Significance: Low
• Key Takeaway: A director at Evercore executed a small, routine sale of company stock valued at approximately $66,000.
• Market Impact: The transaction is negligible in size relative to Evercore's market capitalization and is unlikely to have any impact on the stock.

Company Information

Field	Value
Company	Evercore Inc.
Ticker Symbol	EVR
CIK	0001360901
Industry	Investment Advice

Insider Information

Field	Value
Name	Carlton Pamela G
CIK	0001449984
Title/Position	null
Relationship	Director

Transaction Details

Field	Value
Form Type	4
Transaction Date	2025-12-09
Transaction Code	S (Sale)
Security Type	Shares of Class A common stock, par value $0.01 per share
Shares Involved	192
Price Per Share	$343.11
Total Value	$65,877.12
Shares Owned After	3,481
Ownership Type	Direct

Financial Impact Assessment

Transaction Materiality

Metric	Value
Transaction Value	$65,877.12
% of Market Cap	0.00055%
Shares Transacted	192
% of Shares Outstanding	0.00050%
Post-Transaction Ownership	3,481 shares (0.009% of outstanding)
Materiality Assessment	Low

Impact Evaluation

• Market Cap Context: The transaction value of ~$66k is insignificant for a company with an $11.90 billion market capitalization.
• Ownership Concentration: The sale represents a very small portion (5.2%) of the director's direct holdings and does not materially change their already small ownership stake.
• Transaction Significance: Based on the transaction's value as a percentage of market cap (0.00055%) and shares outstanding (0.00050%), the trade is considered routine and carries no significant market signal.