EVR SEC filings (2026)
CIK 1360901 · Investment Advice (SIC 6282) · incorporated in DE · fiscal year ends in December
1,527 filings on EDGAR since 2006 · 21 annual, 62 quarterly, 169 current · financial statements · earnings
What happened, last 12 months#
Every earnings release with its print, every report with its quarter, the other 8-Ks by what they covered, the proxy statements, and each day an insider bought or sold — newest first, each line opening the filing on EDGAR. The index by form and year follows.
August 2026
July 2026
- Jul 29EarningsEarnings release — EPS $2.91 vs $3.02 est. (−3.6%); revenue $998.5M (+19% y/y) 10.5%
June 2026
- Jun 128-K8-K · Shareholder vote results
- Jun 11Insider saleLaLonde Timothy Gilbert (Chief Financial Officer) sold 7,808 Class A shares for $2.7M at $343.06
May 2026
- May 26ProxyProxy · Additional proxy materials
- May 21ProxyProxy · Additional proxy materials
- May 19ProxyProxy · Additional proxy materials
- May 12ProxyProxy · Additional proxy materials
- May 6ReportQuarterly report, Q1 2026 — revenue $1.40B (+100% y/y), net income $301.2M, EPS $7.20
April 2026
- Apr 29EarningsEarnings release — EPS $7.53 vs $5.57 est. (+35.2%); revenue $1.40B (+100% y/y) 4.8%
- Apr 29ProxyProxy · Annual report to shareholders
- Apr 29ProxyProxy · Additional proxy materials
- Apr 29ProxyProxy · Proxy statement
March 2026
February 2026
- Feb 20ReportAnnual report, FY2025 — revenue $3.88B (+29% y/y), net income $591.9M, EPS $14.05
- Feb 6Insider saleKlurfeld Jason (General Counsel) sold 5,000 Class A shares for $1.8M at $360.00
- Feb 5Insider salePensa Paul (Contr, Prin. Acct.Officer) sold 1,450 Class A shares for $508K at $350.31
- Feb 4EarningsEarnings release — EPS $5.13 vs $3.83 est. (+33.9%); revenue $1.30B (+32% y/y) 5.2%
- Feb 48-K8-K · Directors or officers; compensation
November 2025
October 2025
Insider transactions#
What officers, directors and 10% holders reported on Forms 4 and 5 over the last 13 months, from the documents themselves: one insider’s trades of one kind on one day are one row, with the shares, the price range and the total as filed. Open-market buys and sells first; awards, exercises, tax withholding, gifts and employee-plan purchases are grouped below them.
Over the last 13 months insiders sold $5.0M in 3 sales and bought $581K in 1 purchase; 24 other transactions (awards, exercises, tax withholding, gifts and plan purchases).
| Date | Insider |
|---|---|
| Jun 11, 2026Form 4 | LaLonde Timothy GilbertChief Financial OfficerSold · Class A · $2.7M · 7,808 sh |
| Mar 6, 2026Form 4 | Williamson Sarah KDirectorBought · Class A · $581K · 2,000 sh |
| Feb 6, 2026Form 4 | Klurfeld JasonGeneral CounselSold · Class A · $1.8M · 5,000 sh |
| Feb 5, 2026Form 4 | Pensa PaulContr, Prin. Acct.OfficerSold · Class A · $508K · 1,450 sh |
Awards, exercises, withholding and plan purchases · 24 transactions
| Date | Insider |
|---|---|
| Jun 10, 2026Form 4 | MILLARD ROBERT BDirectorAward · Class A · $0 · 815 sh |
| Jun 10, 2026Form 4 | OVERLOCK WILARD J JRDirectorAward · Class A · $0 · 727 sh |
| Jun 10, 2026Form 4 | VARNEY CHRISTINE ADirectorAward · Class A · $0 · 727 sh |
| Jun 10, 2026Form 4 | Williamson Sarah KDirectorAward · Class A · $0 · 727 sh |
| Jun 10, 2026Form 4 | Carlton Pamela GDirectorAward · Class A · $0 · 364 sh |
| Jun 10, 2026Form 4 | FUTTER ELLEN VDirectorAward · Class A · $0 · 364 sh |
| Jun 10, 2026Form 4 | Harris Gail BlockDirectorAward · Class A · $0 · 364 sh |
| Jun 10, 2026Form 4 | Robertson Sir SimonDirectorAward · Class A · $0 · 364 sh |
| Jun 10, 2026Form 4 | WHEELER WILLIAM JDirectorAward · Class A · $0 · 364 sh |
| Feb 19, 2026Form 4 | WEINBERG JOHN SCEO/Chairman · DirectorAward · Class A · $0 · 31,528 sh |
| Feb 19, 2026Form 4 | Altman Roger CFounder and Senior Chairman · DirectorAward · Class A · $0 · 30,062 sh |
| Feb 19, 2026Form 4 | LaLonde Timothy GilbertChief Financial OfficerAward · Class A · $0 · 12,465 sh |
| Feb 19, 2026Form 4 | Klurfeld JasonGeneral CounselAward · Class A · $0 · 8,799 sh |
| Feb 19, 2026Form 4 | Lindsey-Clark MatthewCo-Head EMEA IBAward · Class A · $0 · 7,638 sh |
| Feb 19, 2026Form 4 | Pensa PaulContr, Prin. Acct.OfficerAward · Class A · $0 · 1,867 sh |
| Feb 13, 2026Form 4 | Klurfeld JasonGeneral CounselTax withholding · Class A · $123K · 374 sh |
| Feb 4, 2026Form 4 | Altman Roger CFounder and Senior Chairman · DirectorTax withholding · Class A · $4.7M · 13,554 sh |
| Feb 4, 2026Form 4 | WEINBERG JOHN SCEO/Chairman · DirectorTax withholding · Class A · $4.6M · 13,360 sh |
| Feb 4, 2026Form 4 | LaLonde Timothy GilbertChief Financial OfficerTax withholding · Class A · $2.5M · 7,320 sh |
| Feb 4, 2026Form 4 | Klurfeld JasonGeneral CounselTax withholding · Class A · $1.8M · 5,319 sh |
| Feb 4, 2026Form 4 | Lindsey-Clark MatthewCo-Head EMEA IBTax withholding · Class A · $1.2M · 3,578 sh |
| Feb 4, 2026Form 4 | Pensa PaulContr, Prin. Acct.OfficerTax withholding · Class A · $435K · 1,255 sh |
| Dec 31, 2025Form 4 | LaLonde Timothy GilbertChief Financial OfficerExercise or conversion · Class K · $0 · 150,000 sh |
| Dec 31, 2025Form 4 | LaLonde Timothy GilbertChief Financial OfficerExercise or conversion · Class K · $0 · 100,000 sh |
Reports and proxy statements#
Annual reports (10-K, 20-F, 40-F), quarterly reports (10-Q), current reports (8-K, 6-K) and proxy statements, newest first. An 8-K is described by its items. A form opens the document on EDGAR, or the filing’s index where it furnishes exhibits (an earnings release is the 8-K’s Exhibit 99.1).
2026 · 15 filings
| Filed | What it is |
|---|---|
| Aug 5, 202610-Q | Quarterly report, Q2 2026 — revenue $998.5M (+19% y/y), net income $95.3M, EPS $2.32 |
| Jul 29, 20268-K | Earnings release — EPS $2.91 vs $3.02 est. (−3.6%); revenue $998.5M (+19% y/y) 10.5% |
| Jun 12, 20268-K | Shareholder vote results |
| May 26, 2026DEFA14A | Additional proxy materials |
| May 21, 2026DEFA14A | Additional proxy materials |
| May 19, 2026DEFA14A | Additional proxy materials |
| May 12, 2026DEFA14A | Additional proxy materials |
| May 6, 202610-Q | Quarterly report, Q1 2026 — revenue $1.40B (+100% y/y), net income $301.2M, EPS $7.20 |
| Apr 29, 2026ARS | Annual report to shareholders |
| Apr 29, 2026DEFA14A | Additional proxy materials |
| Apr 29, 2026DEF 14A | Proxy statement |
| Apr 29, 20268-K | Earnings release — EPS $7.53 vs $5.57 est. (+35.2%); revenue $1.40B (+100% y/y) 4.8% |
| Feb 20, 202610-K | Annual report, FY2025 — revenue $3.88B (+29% y/y), net income $591.9M, EPS $14.05 |
| Feb 4, 20268-K | Directors or officers; compensation |
| Feb 4, 20268-K | Earnings release — EPS $5.13 vs $3.83 est. (+33.9%); revenue $1.30B (+32% y/y) 5.2% |
2025 · 16 filings
| Filed | What it is |
|---|---|
| Nov 5, 202510-Q | Quarterly report, Q3 2025 — revenue $1.05B (+42% y/y), net income $144.6M, EPS $3.41 |
| Oct 29, 20258-K | Earnings release — EPS $3.48 vs $3.01 est. (+15.6%); revenue $1.05B (+42% y/y) 9.1% |
| Aug 7, 202510-Q | Quarterly report, Q2 2025 — revenue $838.0M (+21% y/y), net income $97.2M, EPS $2.36 |
| Jul 30, 20258-K | Results of operations |
| Jul 30, 20258-K | Unregistered sale of equity; Regulation FD disclosure |
| Jul 11, 20258-K | Material definitive agreement; New financial obligation |
| Jun 13, 20258-K | Shareholder vote results |
| May 14, 2025DEFA14A | Additional proxy materials |
| May 8, 202510-Q | Quarterly report, Q1 2025 — revenue $699.0M (+19% y/y), net income $146.2M, EPS $3.48 |
| Apr 30, 20258-K | Results of operations |
| Apr 29, 2025ARS | Annual report to shareholders |
| Apr 29, 2025DEFA14A | Additional proxy materials |
| Apr 29, 2025DEF 14A | Proxy statement |
| Feb 21, 202510-K | Annual report, FY2024 — revenue $3.00B (+23% y/y), net income $378.3M, EPS $9.08 |
| Feb 14, 20258-K | Directors or officers; compensation |
| Feb 5, 20258-K | Results of operations |
2024 · 16 filings
| Filed | What it is |
|---|---|
| Nov 6, 202410-Q | Quarterly report, Q3 2024 — revenue $738.4M (+29% y/y), net income $78.4M, EPS $1.86 |
| Oct 23, 20248-K | Results of operations |
| Aug 2, 202410-Q | Quarterly report, Q2 2024 — revenue $693.4M (+38% y/y), net income $73.8M, EPS $1.81 |
| Jul 24, 20248-K | Results of operations |
| Jun 21, 20248-K | Shareholder vote results |
| Jun 5, 2024DEFA14A | Additional proxy materials |
| Jun 4, 2024DEFA14A | Additional proxy materials |
| May 22, 2024DEFA14A | Additional proxy materials |
| May 13, 2024DEFA14A | Additional proxy materials |
| May 8, 202410-Q | Quarterly report, Q1 2024 — revenue $585.0M (+2% y/y), net income $85.7M, EPS $2.09 |
| Apr 26, 2024ARS | Annual report to shareholders |
| Apr 26, 2024DEF 14A | Proxy statement |
| Apr 26, 2024DEFA14A | Additional proxy materials |
| Apr 24, 20248-K | Results of operations |
| Feb 22, 202410-K | Annual report, FY2023 — revenue $2.44B (−12% y/y), net income $255.5M, EPS $6.37 |
| Jan 31, 20248-K | Results of operations |
2023 · 14 filings — 6 × 8-K, 3 × 10-Q, 2 × DEFA14A and 3 other forms
| Filed | What it is |
|---|---|
| Nov 2, 202310-Q | Quarterly report, Q3 2023 — revenue $574.4M (−1% y/y), net income $52.1M, EPS $1.30 |
| Aug 3, 202310-Q | Quarterly report, Q2 2023 — revenue $503.6M (−21% y/y), net income $37.2M, EPS $0.95 |
| May 17, 2023DEFA14A | Additional proxy materials |
| May 5, 202310-Q | Quarterly report, Q1 2023 — revenue $576.3M (−21% y/y), net income $83.4M, EPS $2.06 |
| Apr 28, 2023ARS | Annual report to shareholders |
| Apr 28, 2023DEFA14A | Additional proxy materials |
| Apr 28, 2023DEF 14A | Proxy statement |
| Feb 24, 202310-K | Annual report, FY2022 — revenue $2.78B (−16% y/y), net income $476.5M, EPS $11.61 |
6 current reports (8-K) not listed; the year is on EDGAR.
2022 · 15 filings — 6 × 8-K, 4 × DEFA14A, 3 × 10-Q and 2 other forms
| Filed | What it is |
|---|---|
| Nov 3, 202210-Q | Quarterly report, Q3 2022 — revenue $581.1M (−30% y/y), net income $82.4M, EPS $2.03 |
| Aug 3, 202210-Q | Quarterly report, Q2 2022 — revenue $635.2M (−8% y/y), net income $95.6M, EPS $2.33 |
| Jun 6, 2022DEFA14A | Additional proxy materials |
| May 23, 2022DEFA14A | Additional proxy materials |
| May 13, 2022DEFA14A | Additional proxy materials |
| May 6, 202210-Q | Quarterly report, Q1 2022 — revenue $727.1M (+9% y/y), net income $158.0M, EPS $3.79 |
| Apr 29, 2022DEFA14A | Additional proxy materials |
| Apr 29, 2022DEF 14A | Proxy statement |
| Feb 24, 202210-K | Annual report, FY2021 — revenue $3.31B (+45% y/y), net income $740.1M, EPS $17.08 |
6 current reports (8-K) not listed; the year is on EDGAR.
2021 · 16 filings — 8 × 8-K, 3 × 10-Q, 3 × DEFA14A and 2 other forms
| Filed | What it is |
|---|---|
| Nov 3, 202110-Q | Quarterly report, Q3 2021 — revenue $827.9M (+103% y/y), net income $159.5M, EPS $3.74 |
| Aug 3, 202110-Q | Quarterly report, Q2 2021 — revenue $692.2M (+35% y/y), net income $140.4M, EPS $3.21 |
| May 19, 2021DEFA14A | Additional proxy materials |
| May 14, 2021DEFA14A | Additional proxy materials |
| May 6, 202110-Q | Quarterly report, Q1 2021 — revenue $666.9M (+54% y/y), net income $144.4M, EPS $3.25 |
| Apr 28, 2021DEFA14A | Additional proxy materials |
| Apr 28, 2021DEF 14A | Proxy statement |
| Feb 25, 202110-K | Annual report, FY2020 — revenue $2.29B (+13% y/y), net income $350.6M, EPS $8.22 |
8 current reports (8-K) not listed; the year is on EDGAR.
2020 · 17 filings — 6 × 8-K, 6 × DEFA14A, 3 × 10-Q and 2 other forms
| Filed | What it is |
|---|---|
| Nov 2, 202010-Q | Quarterly report, Q3 2020 — revenue $407.5M (−0% y/y), net income $42.6M, EPS $1.01 |
| Aug 4, 202010-Q | Quarterly report, Q2 2020 — revenue $512.4M (−4% y/y), net income $56.4M, EPS $1.35 |
| Jun 3, 2020DEFA14A | Additional proxy materials |
| Jun 2, 2020DEFA14A | Additional proxy materials |
| May 13, 2020DEFA14A | Additional proxy materials |
| May 12, 2020DEFA14A | Additional proxy materials |
| May 12, 2020DEFA14A | Additional proxy materials |
| May 5, 202010-Q | Quarterly report, Q1 2020 — revenue $433.0M (+3% y/y), net income $31.2M, EPS $0.74 |
| Apr 24, 2020DEFA14A | Additional proxy materials |
| Apr 24, 2020DEF 14A | Proxy statement |
| Feb 25, 202010-K | Annual report, FY2019 — revenue $2.03B (−3% y/y), net income $297.4M, EPS $6.89 |
6 current reports (8-K) not listed; the year is on EDGAR.
2019 · 13 filings — 6 × 8-K, 3 × 10-Q, 2 × DEFA14A and 2 other forms
| Filed | What it is |
|---|---|
| Oct 31, 201910-Q | Quarterly report, Q3 2019 — revenue $407.9M (+6% y/y), net income $43.3M, EPS $1.01 |
| Aug 1, 201910-Q | Quarterly report, Q2 2019 — revenue $535.2M (+18% y/y), net income $81.7M, EPS $1.88 |
| May 16, 2019DEFA14A | Additional proxy materials |
| May 2, 201910-Q | Quarterly report, Q1 2019 — revenue $419.4M (−10% y/y), net income $67.2M, EPS $1.52 |
| Apr 26, 2019DEFA14A | Additional proxy materials |
| Apr 26, 2019DEF 14A | Proxy statement |
| Feb 22, 201910-K | Annual report, FY2018 — revenue $2.08B (+21% y/y), net income $377.2M, EPS $8.33 |
6 current reports (8-K) not listed; the year is on EDGAR.
2018 · 14 filings — 7 × 8-K, 3 × 10-Q, 2 × DEFA14A and 2 other forms
| Filed | What it is |
|---|---|
| Nov 1, 201810-Q | Quarterly report, Q3 2018 — revenue $385.5M (−6% y/y), net income $49.5M, EPS $1.08 |
| Aug 1, 201810-Q | Quarterly report, Q2 2018 — revenue $453.5M (+21% y/y), net income $68.9M, EPS $1.52 |
| May 14, 2018DEFA14A | Additional proxy materials |
| May 9, 2018DEFA14A | Additional proxy materials |
| May 2, 201810-Q | Quarterly report, Q1 2018 — revenue $467.9M (+19% y/y), net income $95.5M, EPS $2.10 |
| Apr 27, 2018DEF 14A | Proxy statement |
| Feb 23, 201810-K | Annual report, FY2017 — revenue $1.72B (+18% y/y), net income $125.5M, EPS $2.80 |
7 current reports (8-K) not listed; the year is on EDGAR.
2017 · 18 filings — 10 × 8-K, 3 × 10-Q, 3 × DEFA14A and 2 other forms
| Filed | What it is |
|---|---|
| Nov 2, 201710-Q | Quarterly report, Q3 2017 — revenue $412.0M (+5% y/y), net income $45.9M, EPS $1.04 |
| Aug 1, 201710-Q | Quarterly report, Q2 2017 — revenue $375.3M (+6% y/y), net income $18.2M, EPS $0.41 |
| Jun 2, 2017DEFA14A | Additional proxy materials |
| May 23, 2017DEFA14A | Additional proxy materials |
| May 16, 2017DEFA14A | Additional proxy materials |
| May 9, 201710-Q | Quarterly report, Q1 2017 — revenue $392.0M (+51% y/y), net income $80.8M, EPS $1.76 |
| Apr 28, 2017DEF 14A | Proxy statement |
| Feb 24, 201710-K | Annual report, FY2016 — revenue $1.46B (+17% y/y), net income $107.5M, EPS $2.43 |
10 current reports (8-K) not listed; the year is on EDGAR.
2016 · 19 filings — 9 × 8-K, 5 × DEFA14A, 3 × 10-Q and 2 other forms
Counted, not listed; the year is on EDGAR.
2015 · 16 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2014 · 17 filings — 11 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2013 · 16 filings — 7 × 8-K, 4 × DEFA14A, 3 × 10-Q and 2 other forms
Counted, not listed; the year is on EDGAR.
2012 · 15 filings — 8 × 8-K, 3 × 10-Q, 1 × 10-K and 3 other forms
Counted, not listed; the year is on EDGAR.
2011 · 19 filings — 11 × 8-K, 3 × 10-Q, 2 × 8-K/A and 3 other forms
Counted, not listed; the year is on EDGAR.
2010 · 16 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2009 · 16 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 2 other forms
Counted, not listed; the year is on EDGAR.
2008 · 15 filings — 10 × 8-K, 3 × 10-Q, 1 × 10-K and 1 other form
Counted, not listed; the year is on EDGAR.
2007 · 17 filings — 9 × 8-K, 3 × 10-Q, 2 × 8-K/A and 3 other forms
Counted, not listed; the year is on EDGAR.
2006 · 5 filings — 3 × 8-K, 2 × 10-Q
Counted, not listed; the year is on EDGAR.
Insider, ownership and other filings#
Insider ownership (Forms 3, 4, 5 and 144), beneficial ownership (Schedules 13D and 13G), registration and prospectus (S-1, S-3, S-8, 424B and related) and the rest, counted by year, with the newest 25 of each of the latest 3 years shown. A Form 4 is one insider’s transaction report; a 13G is a passive holder above five percent.
2026 · 35 filings — 25 × 4, 4 × 144, 2 × SCHEDULE 13G and 3 other forms
| Filed | What it is |
|---|---|
| Jul 31, 2026SCHEDULE 13G | Other filings |
| Jun 18, 2026S-8 | Employee stock plan registration |
| Jun 15, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 12, 20264 | Insider transaction (Form 4) |
| Jun 11, 2026144 | Notice of proposed sale (Form 144) |
| May 4, 2026144 | Notice of proposed sale (Form 144) |
| Apr 29, 2026SCHEDULE 13G | Other filings |
| Mar 26, 2026SCHEDULE 13G/A | Other filings |
| Mar 20, 20263 | Initial insider holdings (Form 3) |
| Mar 10, 20264 | Insider transaction (Form 4) |
| Feb 23, 20264 | Insider transaction (Form 4) |
| Feb 23, 20264 | Insider transaction (Form 4) |
| Feb 23, 20264 | Insider transaction (Form 4) |
| Feb 23, 20264 | Insider transaction (Form 4) |
| Feb 23, 20264 | Insider transaction (Form 4) |
| Feb 23, 20264 | Insider transaction (Form 4) |
| Feb 17, 20264 | Insider transaction (Form 4) |
The newest 25 of 35 shown; the full year is on EDGAR.
2025 · 57 filings — 31 × 4, 23 × 144, 1 × 3 and 2 other forms
| Filed | What it is |
|---|---|
| Dec 11, 20254 | Insider transaction (Form 4) |
| Dec 9, 2025144 | Notice of proposed sale (Form 144) |
| Nov 12, 2025SCHEDULE 13G | Other filings |
| Nov 10, 20254 | Insider transaction (Form 4) |
| Nov 7, 2025144 | Notice of proposed sale (Form 144) |
| Sep 9, 20254 | Insider transaction (Form 4) |
| Aug 25, 20254 | Insider transaction (Form 4) |
| Aug 22, 2025144 | Notice of proposed sale (Form 144) |
| Aug 7, 20254 | Insider transaction (Form 4) |
| Aug 5, 20254 | Insider transaction (Form 4) |
| Aug 5, 2025144 | Notice of proposed sale (Form 144) |
| Aug 1, 2025144 | Notice of proposed sale (Form 144) |
| Aug 1, 20254 | Insider transaction (Form 4) |
| Jul 31, 2025144 | Notice of proposed sale (Form 144) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| Jun 12, 20254 | Insider transaction (Form 4) |
| May 16, 20253 | Initial insider holdings (Form 3) |
| Mar 12, 20254 | Insider transaction (Form 4) |
| Mar 5, 2025144 | Notice of proposed sale (Form 144) |
The newest 25 of 57 shown; the full year is on EDGAR.
2024 · 68 filings — 43 × 4, 20 × 144, 3 × SC 13G/A and 2 other forms
| Filed | What it is |
|---|---|
| Nov 22, 20244 | Insider transaction (Form 4) |
| Nov 22, 2024144 | Notice of proposed sale (Form 144) |
| Nov 21, 2024144 | Notice of proposed sale (Form 144) |
| Nov 20, 2024144 | Notice of proposed sale (Form 144) |
| Nov 19, 20244 | Insider transaction (Form 4) |
| Nov 19, 2024144 | Notice of proposed sale (Form 144) |
| Nov 18, 2024144 | Notice of proposed sale (Form 144) |
| Nov 15, 2024144 | Notice of proposed sale (Form 144) |
| Nov 14, 20244 | Insider transaction (Form 4) |
| Nov 14, 2024144 | Notice of proposed sale (Form 144) |
| Nov 13, 2024144 | Notice of proposed sale (Form 144) |
| Nov 12, 2024144 | Notice of proposed sale (Form 144) |
| Nov 8, 20244 | Insider transaction (Form 4) |
| Nov 8, 2024144 | Notice of proposed sale (Form 144) |
| Nov 7, 2024144 | Notice of proposed sale (Form 144) |
| Nov 6, 2024144 | Notice of proposed sale (Form 144) |
| Oct 28, 20244 | Insider transaction (Form 4) |
| Oct 25, 2024144 | Notice of proposed sale (Form 144) |
| Oct 4, 2024SC 13G/A | Passive holder above 5% (Schedule 13G), amended |
| Aug 22, 20244 | Insider transaction (Form 4) |
| Aug 21, 2024144 | Notice of proposed sale (Form 144) |
| Jul 31, 20244 | Insider transaction (Form 4) |
| Jul 29, 20244 | Insider transaction (Form 4) |
| Jul 29, 2024144 | Notice of proposed sale (Form 144) |
| Jul 26, 2024144 | Notice of proposed sale (Form 144) |
The newest 25 of 68 shown; the full year is on EDGAR.
2023 · 41 filings — 29 × 4, 3 × 144, 3 × 5 and 5 other forms
Counted, not listed; the year is on EDGAR.
2022 · 39 filings — 30 × 4, 3 × 5, 3 × SC 13G/A and 3 other forms
Counted, not listed; the year is on EDGAR.
2021 · 42 filings — 37 × 4, 2 × 5, 2 × SC 13G/A and 1 other form
Counted, not listed; the year is on EDGAR.
2020 · 43 filings — 34 × 4, 5 × 5, 2 × SC 13G/A and 2 other forms
Counted, not listed; the year is on EDGAR.
2019 · 39 filings — 31 × 4, 4 × 5, 2 × SC 13G/A and 2 other forms
Counted, not listed; the year is on EDGAR.
2018 · 55 filings — 41 × 4, 5 × 5, 5 × SC 13G/A and 1 other form
Counted, not listed; the year is on EDGAR.
2017 · 50 filings — 40 × 4, 4 × 5, 4 × SC 13G/A and 2 other forms
Counted, not listed; the year is on EDGAR.
2016 · 83 filings — 66 × 4, 5 × SC 13G/A, 4 × 5 and 4 other forms
Counted, not listed; the year is on EDGAR.
2015 · 72 filings — 62 × 4, 4 × 5, 2 × 424B4 and 3 other forms
Counted, not listed; the year is on EDGAR.
2014 · 84 filings — 62 × 4, 6 × SC 13G/A, 3 × 424B7 and 7 other forms
Counted, not listed; the year is on EDGAR.
2013 · 84 filings — 74 × 4, 4 × SC 13G/A, 2 × SC 13G and 3 other forms
Counted, not listed; the year is on EDGAR.
2012 · 71 filings — 61 × 4, 3 × 5, 3 × SC 13G/A and 4 other forms
Counted, not listed; the year is on EDGAR.
2011 · 97 filings — 76 × 4, 3 × 424B3, 3 × 5 and 10 other forms
Counted, not listed; the year is on EDGAR.
2010 · 84 filings — 58 × 4, 7 × UPLOAD, 6 × CORRESP and 8 other forms
Counted, not listed; the year is on EDGAR.
2009 · 52 filings — 32 × 4, 6 × SC 13G/A, 4 × SC 13G and 7 other forms
Counted, not listed; the year is on EDGAR.
2008 · 34 filings — 17 × 4, 7 × SC 13G/A, 4 × SC 13G and 4 other forms
Counted, not listed; the year is on EDGAR.
2007 · 29 filings — 11 × 4, 6 × SC 13G, 2 × 3 and 8 other forms
Counted, not listed; the year is on EDGAR.
2006 · 43 filings — 12 × 3, 7 × 4, 6 × CORRESP and 10 other forms
Counted, not listed; the year is on EDGAR.
About this data
Evercore Inc. (EVR) has 1,527 filings on EDGAR going back to 2006: 21 annual reports, 62 quarterly reports and 169 current reports, plus proxy statements, insider forms and ownership schedules. Its latest annual report, a 10-K, was filed on Feb 20, 2026 for the fiscal year ended Dec 31, 2025. The most recent 8-K, on Jul 29, 2026, covered results of operations. Over the last 13 months insiders sold $5.0M in 3 sales and bought $581K in 1 purchase; 24 other transactions (awards, exercises, tax withholding, gifts and plan purchases). Not investment advice.
Every row is a filing EDGAR lists for the registrants that have been Evercore Inc., read from the SEC’s submissions index each morning; a filing accepted after that read appears the next day. Where a company changed its filing entity (a holding-company reorganisation, Google into Alphabet) the predecessor’s filings are shown for the years it filed as the company, derived from the filings themselves. Dates are the filing date; the period is the report’s own. The latest 3 years of reports are listed in full, the next years to 10 without their 8-Ks, and older years are counted; the other forms are counted too, with the newest 25 of each of the latest 3 years shown. Insider transactions are the Form 4 and Form 5 documents themselves, filed since January 2026, every number as the insider filed it: a day’s lots are summed, a blank price adds its shares and no dollars, and a purchase through an employee stock plan is a plan purchase, not insider buying. The documents stay on sec.gov, public domain, and every link opens the SEC’s copy. ChartRow does not summarise or interpret filings.
FAQ#
- Where can I read EVR's latest 10-K?
- EVR's latest annual report, a 10-K, was filed on Feb 20, 2026 for the fiscal year ended Dec 31, 2025. It is linked above and opens on EDGAR, the SEC's own site, where every exhibit is also listed.
- When did EVR last file an 8-K?
- On Jul 29, 2026: results of operations. An 8-K reports a material event between quarterly reports; the one that furnishes the quarter's results is filed under Item 2.02, last on Jul 29, 2026.
- Are EVR insiders buying or selling?
- Over the last 13 months insiders sold $5.0M in 3 sales and bought $581K in 1 purchase; 24 other transactions (awards, exercises, tax withholding, gifts and plan purchases). The most recent sale: LaLonde Timothy Gilbert (Chief Financial Officer) sold 7,808 shares on Jun 11, 2026 for $2.7M. Every figure is as the insider filed it on Form 4; a sale under a 10b5-1 plan was scheduled in advance.
- How many SEC filings has EVR made?
- 1,527 filings are on EDGAR under the registrant records that have been Evercore Inc., going back to 2006; 1,012 of them are insider ownership forms (Forms 3, 4, 5 and 144).