Ralph Schlosstein
CIK 1059227 · View on SEC EDGAR ↗
Insider
First SEC filing: Feb. 16, 2007 · Latest: Feb. 16, 2007
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 57 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
57 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 23, 2021 | EVR | S | 62,625 | $150.03 | $9,395,629 | 226,248 Direct | -21.68% | Disposed | 97.5% (price as of 2026-08-20) |
| Nov. 22, 2021 | EVR | S | 57,001 | $150.92 | $8,602,591 | 288,873 Direct | -16.48% | Disposed | 96.3% (price as of 2026-08-20) |
| Nov. 17, 2021 | EVR | S | 15,129 | $153.52 | $2,322,604 | 345,874 Direct | -4.19% | Disposed | 93.0% (price as of 2026-08-20) |
| Nov. 16, 2021 | EVR | S | 67,915 | $154.51 | $10,493,547 | 361,003 Direct | -15.83% | Disposed | 91.8% (price as of 2026-08-20) |
| Nov. 2, 2021 | EVR | S | 1,730 | $155.00 | $268,150 | 428,918 Direct | -0.40% | Disposed | 91.2% (price as of 2026-08-20) |
| Nov. 1, 2021 | EVR | S | 16,882 | $154.88 | $2,614,684 | 430,648 Direct | -3.77% | Disposed | 91.3% (price as of 2026-08-20) |
| June 2, 2021 | EVR | S | 7,245 | $147.04 | $1,065,305 | 447,530 Direct | -1.59% | Disposed | 101.5% (price as of 2026-08-20) |
| March 1, 2021 | EVR | S | 150,000 | $125.40 | $18,810,000 | 455,275 Direct | -24.78% | Disposed | 136.3% (price as of 2026-08-20) |
| May 17, 2018 | EVR | S | 23,263 | $108.60 | $2,526,362 | 104,755 Direct | -18.17% | Disposed | 172.8% (price as of 2026-08-20) |
| May 2, 2018 | EVR | S | 102,513 | $103.03 | $10,561,914 | 142,005 Direct | -41.92% | Disposed | 187.6% (price as of 2026-08-20) |
| May 1, 2018 | EVR | S | 75,000 | $102.38 | $7,678,500 | 244,518 Direct | -23.47% | Disposed | 189.4% (price as of 2026-08-20) |
| April 30, 2018 | EVR | S | 8,500 | $102.01 | $867,085 | 319,518 Direct | -2.59% | Disposed | 190.5% (price as of 2026-08-20) |
| April 30, 2018 | EVR | S | 32,880 | $102.74 | $3,378,091 | 0 Indirect | -100.00% | Disposed | 188.4% (price as of 2026-08-20) |
| April 27, 2018 | EVR | S | 29,320 | $100.59 | $2,949,299 | 32,880 Indirect | -47.14% | Disposed | 194.6% (price as of 2026-08-20) |
| Feb. 2, 2018 | EVR | S | 12,800 | $100.07 | $1,280,896 | 62,200 Indirect | -17.07% | Disposed | 196.1% (price as of 2026-08-20) |
| Feb. 1, 2018 | EVR | S | 25,000 | $101.65 | $2,541,250 | 75,000 Indirect | -25.00% | Disposed | 191.5% (price as of 2026-08-20) |
| Nov. 29, 2017 | EVR | S | 118,144 | $87.14 | $10,295,068 | 117,508 Direct | -50.13% | Disposed | 240.0% (price as of 2026-08-20) |
| Nov. 28, 2017 | EVR | S | 100,000 | $85.44 | $8,544,000 | 235,652 Direct | -29.79% | Disposed | 246.8% (price as of 2026-08-20) |
| Nov. 27, 2017 | EVR | S | 9,500 | $86.17 | $818,615 | 335,652 Direct | -2.75% | Disposed | 243.8% (price as of 2026-08-20) |
| Feb. 7, 2017 | EVR | S | 2,083 | $79.80 | $166,223 | 79,242 Direct | -2.56% | Disposed | 271.3% (price as of 2026-08-20) |
| Feb. 7, 2017 | EVR | S | 20,538 | $79.26 | $1,627,842 | 81,325 Direct | -20.16% | Disposed | 273.8% (price as of 2026-08-20) |
| Feb. 6, 2017 | EVR | S | 9,097 | $81.30 | $739,586 | 101,863 Direct | -8.20% | Disposed | 264.4% (price as of 2026-08-20) |
| Feb. 6, 2017 | EVR | S | 14,256 | $80.55 | $1,148,321 | 110,960 Direct | -11.39% | Disposed | 267.8% (price as of 2026-08-20) |
| Feb. 6, 2017 | EVR | S | 2,400 | $79.35 | $190,440 | 125,216 Direct | -1.88% | Disposed | 273.4% (price as of 2026-08-20) |
| Feb. 3, 2017 | EVR | S | 168,232 | $79.28 | $13,337,433 | 0 Indirect | -100.00% | Disposed | 273.7% (price as of 2026-08-20) |
| Feb. 3, 2017 | EVR | S | 34,039 | $78.53 | $2,673,083 | 163,889 Indirect | -17.20% | Disposed | 277.3% (price as of 2026-08-20) |
| Feb. 2, 2017 | EVR | S | 61,551 | $77.68 | $4,781,282 | 202,271 Indirect | -23.33% | Disposed | 281.4% (price as of 2026-08-20) |
| Nov. 28, 2016 | EVR | S | 30,279 | $66.35 | $2,009,012 | 183,848 Direct | -14.14% | Disposed | 346.6% (price as of 2026-08-20) |
| Aug. 31, 2016 | EVR | S | 10,000 | $51.67 | $516,700 | 213,079 Direct | -4.48% | Disposed | 473.4% (price as of 2026-08-20) |
| Aug. 30, 2016 | EVR | S | 35,238 | $51.44 | $1,812,643 | 223,079 Direct | -13.64% | Disposed | 476.0% (price as of 2026-08-20) |
| Aug. 29, 2016 | EVR | S | 26,611 | $51.49 | $1,370,200 | 258,317 Direct | -9.34% | Disposed | 475.4% (price as of 2026-08-20) |
| Aug. 26, 2016 | EVR | S | 35,000 | $51.61 | $1,806,350 | 284,928 Direct | -10.94% | Disposed | 474.1% (price as of 2026-08-20) |
| Aug. 25, 2016 | EVR | S | 25,000 | $51.02 | $1,275,500 | 319,928 Direct | -7.25% | Disposed | 480.7% (price as of 2026-08-20) |
| Aug. 24, 2016 | EVR | S | 65,212 | $50.93 | $3,321,247 | 344,928 Direct | -15.90% | Disposed | 481.8% (price as of 2026-08-20) |
| Aug. 23, 2016 | EVR | S | 30,000 | $51.26 | $1,537,800 | 410,140 Direct | -6.82% | Disposed | 478.0% (price as of 2026-08-20) |
| Aug. 22, 2016 | EVR | S | 15,000 | $51.24 | $768,600 | 440,140 Direct | -3.30% | Disposed | 478.2% (price as of 2026-08-20) |
| Aug. 19, 2016 | EVR | S | 25,000 | $51.35 | $1,283,750 | 455,140 Direct | -5.21% | Disposed | 477.0% (price as of 2026-08-20) |
| Aug. 17, 2016 | EVR | S | 19,128 | $51.22 | $979,736 | 480,140 Direct | -3.83% | Disposed | 478.5% (price as of 2026-08-20) |
| Aug. 16, 2016 | EVR | S | 16,442 | $51.82 | $852,024 | 499,268 Direct | -3.19% | Disposed | 471.8% (price as of 2026-08-20) |
| Aug. 15, 2016 | EVR | S | 37,804 | $51.94 | $1,963,540 | 515,710 Direct | -6.83% | Disposed | 470.4% (price as of 2026-08-20) |
| Aug. 12, 2016 | EVR | S | 25,000 | $51.35 | $1,283,750 | 553,514 Direct | -4.32% | Disposed | 477.0% (price as of 2026-08-20) |
| Aug. 11, 2016 | EVR | S | 14,551 | $51.79 | $753,596 | 578,514 Direct | -2.45% | Disposed | 472.1% (price as of 2026-08-20) |
| Aug. 10, 2016 | EVR | S | 25,000 | $52.08 | $1,302,000 | 593,065 Direct | -4.04% | Disposed | 468.9% (price as of 2026-08-20) |
Showing latest 100 of 457 transactions
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 12, 2021 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (1,500) | — | — | 500 | Acquired |
| March 9, 2020 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (449,000) | — | — | 449,000 | Disposed |
| March 9, 2020 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (100,000) | — | — | 100,000 | Disposed |
| Feb. 1, 2018 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (200,000) | — | — | 200,000 | Disposed |
| Feb. 1, 2018 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (100,000) | — | — | 100,000 | Disposed |
| Nov. 22, 2017 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (227,644) | — | — | 227,644 | Disposed |
| Feb. 2, 2017 | EVR | Partnership Units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (263,822) | — | — | 263,822 | Disposed |
| Feb. 14, 2007 | 1364742 | Employee Stock Option (right to buy) | Common Stock (par value $0.01 per share) (11,000) | $43.31 | Dec. 15, 2010 | 11,000 | Disposed |
| Feb. 13, 2007 | 1364742 | Employee Stock Option (right to buy) | Common Stock (par value $0.01 per share) (49,000) | $43.31 | Dec. 15, 2010 | 49,000 | Disposed |
| Aug. 1, 2005 | 1060021 | Class B Common Stock (par value $0.01 per share) | Class A Common Stock (50,000) | — | — | 50,000 | Disposed |
| July 19, 2005 | 1060021 | Class B Common Stock (par value $0.01 per share) | Class A Common Stock (50,000) | — | — | 50,000 | Disposed |
| Oct. 27, 2004 | 1060021 | Class B Common Stock, (par value $0.01 per share) | Class A Common Stock (21,898) | — | — | 21,898 | Disposed |
| May 14, 2004 | 1060021 | Class B Common Stock, (par value $0.01 per share) | Class A Common Stock (152,000) | — | — | 152,000 | Disposed |
| April 21, 2004 | 1060021 | Class B Common Stock (par value $0.01 per share) | Class A Common Stock (2,000) | — | — | 2,000 | Disposed |
| Jan. 29, 2004 | 1060021 | Class B Common Stock (par value $0.01 per share) | Class A Common Stock (100,000) | — | — | 100,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 4 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| May 26, 2009 | EVR | Shares of Class B common stock, par value $.01 per share | 1 | Direct |
| May 26, 2009 | EVR | Shares of Class B common stock, par value $.01 per share | 1 | Indirect |
| May 26, 2009 | EVR | Partnership units of Evercore LP→ Shares of Class A common stock, par value $.01 per share (927,644) | 927,644 | Direct |
| May 26, 2009 | EVR | Partnership units of Evercore LP→ Shares of Class A common stock, par value $.01 per share (463,822) | 463,822 | Indirect |