Roger C Altman
CIK 1369899 · View on SEC EDGAR ↗
First SEC filing: Aug. 10, 2006 · Latest: Feb. 6, 2024
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Oct. 25, 2018 | EVR | S | 100,000 | $83.00 | $8,300,000 | 183,279 Direct | -35.30% | Disposed | 264.1% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 3,400 | $98.52 | $334,968 | 0 Indirect | -100.00% | Disposed | 206.7% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 9,360 | $97.74 | $914,846 | 3,400 Indirect | -73.35% | Disposed | 209.2% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 9,311 | $96.91 | $902,329 | 12,760 Indirect | -42.19% | Disposed | 211.8% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 16,229 | $95.80 | $1,554,738 | 22,071 Indirect | -42.37% | Disposed | 215.4% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 16,646 | $94.62 | $1,575,045 | 38,300 Indirect | -30.30% | Disposed | 219.4% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 2,200 | $93.55 | $205,810 | 54,946 Indirect | -3.85% | Disposed | 223.0% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 4,182 | $98.47 | $411,802 | 149,352 Direct | -2.72% | Disposed | 206.9% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 10,101 | $97.62 | $986,060 | 153,534 Direct | -6.17% | Disposed | 209.6% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 8,447 | $96.80 | $817,670 | 163,635 Direct | -4.91% | Disposed | 212.2% (price as of 2026-08-19) |
| Feb. 5, 2018 | EVR | S | 12,546 | $95.88 | $1,202,910 | 172,082 Direct | -6.80% | Disposed | 215.2% (price as of 2026-08-19) |
| Feb. 2, 2018 | EVR | S | 3,596 | $100.88 | $362,764 | 57,146 Indirect | -5.92% | Disposed | 199.6% (price as of 2026-08-19) |
| Feb. 2, 2018 | EVR | S | 22,699 | $100.17 | $2,273,759 | 60,742 Indirect | -27.20% | Disposed | 201.7% (price as of 2026-08-19) |
| Feb. 2, 2018 | EVR | S | 15,434 | $99.44 | $1,534,757 | 83,441 Indirect | -15.61% | Disposed | 203.9% (price as of 2026-08-19) |
| Feb. 2, 2018 | EVR | S | 3,761 | $100.91 | $379,523 | 214,119 Direct | -1.73% | Disposed | 199.5% (price as of 2026-08-19) |
| Feb. 2, 2018 | EVR | S | 23,191 | $100.17 | $2,323,042 | 217,880 Direct | -9.62% | Disposed | 201.7% (price as of 2026-08-19) |
| Feb. 2, 2018 | EVR | S | 15,884 | $99.44 | $1,579,505 | 241,071 Direct | -6.18% | Disposed | 203.9% (price as of 2026-08-19) |
| Feb. 1, 2018 | EVR | S | 2,266 | $102.50 | $232,265 | 98,875 Indirect | -2.24% | Disposed | 194.8% (price as of 2026-08-19) |
| Feb. 1, 2018 | EVR | S | 23,859 | $101.76 | $2,427,892 | 101,141 Indirect | -19.09% | Disposed | 197.0% (price as of 2026-08-19) |
| Feb. 1, 2018 | EVR | S | 634 | $102.45 | $64,953 | 256,955 Direct | -0.25% | Disposed | 195.0% (price as of 2026-08-19) |
| Feb. 1, 2018 | EVR | S | 21,254 | $101.74 | $2,162,382 | 257,589 Direct | -7.62% | Disposed | 197.0% (price as of 2026-08-19) |
Showing latest 100 of 267 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 |
|---|---|---|---|---|---|---|---|
| Nov. 6, 2025 | EVR | Partnership units of Evercore LP | Partnership units of Evercore LP (33,400) | — | — | 33,400 | Disposed |
| Aug. 22, 2025 | EVR | Partnership units of Evercore LP | Partnership units of Evercore LP (33,400) | — | — | 33,400 | Disposed |
| July 31, 2025 | EVR | Partnership units of Evercore LP | Partnership units of Evercore LP (23,400) | — | — | 23,400 | Disposed |
| Oct. 24, 2024 | EVR | Partnership units of Evercore LP | Partnership units of Evercore LP (51,000) | — | — | 51,000 | Disposed |
| July 25, 2024 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (17,000) | — | — | 17,000 | Disposed |
| May 15, 2024 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (20,000) | — | — | 20,000 | Disposed |
| Oct. 30, 2023 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (31,250) | — | — | 31,250 | Disposed |
| June 14, 2023 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (313,184) | — | — | 20,200 | Disposed |
| Dec. 15, 2022 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (287,536) | — | — | 287,536 | Disposed |
| Oct. 25, 2018 | 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 (75,000) | — | — | 75,000 | 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 |
| Feb. 25, 2016 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (138,113) | — | — | 138,113 | Acquired |
| Feb. 25, 2016 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (138,113) | — | — | 138,113 | Disposed |
| Aug. 9, 2013 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (250,000) | — | — | 250,000 | Disposed |
| June 22, 2011 | EVR | Partnership units of Evercore LP [F1] | Shares of Class A common stock, par value $0.01 per share (250,000) | — | — | 250,000 | Disposed |
| June 22, 2011 | EVR | Partnership units of Evercore LP [F1] | Shares of Class A common stock, par value $0.01 per share (250,000) | — | — | 250,000 | Disposed |
| Oct. 4, 2010 | EVR | Partnership units of Evercore LP [F1] | Shares of Class A common stock, par value $0.01 per share (18,261) | — | — | 18,261 | Disposed |
| Oct. 4, 2010 | EVR | Partnership units of Evercore LP [F1] | Shares of Class A common stock, par value $0.01 per share (22,826) | — | — | 22,826 | Disposed |
| Sept. 21, 2010 | EVR | Partnership units of Evercore LP [F1] | Shares of Class A common stock, par value $0.01 per share (121,739) | — | — | 121,739 | Disposed |
| Sept. 21, 2010 | EVR | Partnership units of Evercore LP [F1] | Shares of Class A common stock, par value $0.01 per share (152,174) | — | — | 152,174 | Disposed |
| Oct. 6, 2009 | EVR | Partnership units of Evercore LP [F1] | Shares of Class A common stock, par value $0.01 per share (18,000) | — | — | 18,000 | Disposed |
| Feb. 9, 2009 | EVR | Partnership units of Evercore LP [F3] | Shares of Class A common stock, par value $0.01 per share (6,566) | — | — | 6,566 | Disposed |
| Nov. 29, 2007 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $ 0.01 per share (77,760) | — | — | 77,760 | Disposed |
| May 23, 2007 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (2,170) | — | — | 2,170 | Disposed |
| May 23, 2007 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (210,043) | — | — | 210,043 | Disposed |
| May 23, 2007 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $0.01 per share (231,701) | — | — | 231,701 | Disposed |
| Dec. 29, 2006 | EVR | Partnership units of Evercore LP | Shares of Class A common stock, par value $ 0.01 per share (49,466) | — | — | 49,466 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 6 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Aug. 10, 2006 | EVR | Shares of Class B common stock, par value $.01 per share | 1 | Direct |
| Aug. 10, 2006 | EVR | Shares of Class B common stock, par value $.01 per share | 2 | Indirect |
| Aug. 10, 2006 | EVR | Shares of Class B common stock, par value $.01 per share | 1 | Indirect |
| Aug. 10, 2006 | EVR | Partnership units of Evercore LP→ Shares of Class A common stock, par value $.01 per share (1,737,961) | 1,737,961 | Direct |
| Aug. 10, 2006 | EVR | Partnership units of Evercore LP→ Shares of Class A common stock, par value $.01 per share (1,730,252) | 1,730,252 | Indirect |
| Aug. 10, 2006 | EVR | Partnership units of Evercore LP→ Shares of Class A common stock, par value $.01 per share (7,706) | 7,706 | Indirect |