Roger C Altman

CIK 1369899 · View on SEC EDGAR ↗

Insider

First SEC filing: Aug. 10, 2006 · Latest: Feb. 6, 2024

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Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 79 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

79 other filings hidden
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