| TC | Stat | Stk | Ins | Fil | +d | +w | +m | +q | +h | +y | avg | 
|---|
| Filing Date | T Date | Ticker | Issuer | Inc | Sector | Ind | Industry | Owner | oSt | Rel | Title | T | TVal | Price | L | Qty | oc | Own | H | r2y | r1y | r6m | r3m | r6w | r3w | r7d | r3d | f1d | f1w | f1m | f3m | f6m | f1y | 
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 8/5/25 16:57 | 8/1/25 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Klurfeld Jason | NY | O | GC | S | -1,572 | 285.85 | 0 | -6 | -8 | 60 | D | ||||||||||||||
| 2/12/24 16:54 | 2/8/24 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Klurfeld Jason | NY | O | GC | S | -1,018 | 173.21 | 0 | -6 | -21 | 22 | D | ||||||||||||||
| 2/15/23 16:56 | 2/13/23 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Klurfeld Jason | NY | O | GC | S.m | -744 | 133.14 | 0 | -6 | -15 | 32 | D | ||||||||||||||
| 2/7/23 16:54 | 2/6/23 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Klurfeld Jason | NY | O | GC | S | -609 | 135.00 | 0 | -5 | -16 | 24 | D | ||||||||||||||
| 2/18/21 17:54 | 2/16/21 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Klurfeld Jason | NY | O | GC | S | -334 | 120.00 | 0 | -3 | -15 | 15 | D | ||||||||||||||
| 2/21/20 16:38 | 2/19/20 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Klurfeld Jason | NY | O | GC | S | -126 | 82.00 | 0 | -2 | -7 | 20 | D | ||||||||||||||
| 5/8/18 16:27 | 5/4/18 | EVR | Evercore Inc. | DE | Financ | InvAdv | Investment Advice | Klurfeld Jason | NY | O | GC | S | -74 | 103.00 | 0 | -1 | -7 | 9 | D | 
| D | Derivative transaction in filing (usually option exercise) | 
| M | Multiple transactions in filing; earliest reported transaction date and weighted average transaction price | 
| A | Amended filing | 
| E | Error detected in filing | 
| S - Sale | Sale of securities on an exchange or to another person | 
| S - Sale+OE | Sale of securities on an exchange or to another person (after option exercise) | 
| F - Tax | Payment of exercise price or tax liability using portion of securities received from the company | 
| P - Purchase | Purchase of securities on an exchange or from another person |