Source-grounded facts extracted from Evercore Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Evercore Inc. shareholders approved Approval of Fourth Amended and Restated 2016 Evercore Inc. Stock Incentive Plan at the 2026-06-10 meeting.
“4. The Fourth Amended and Restated 2016 Evercore Inc. Stock Incentive Plan was approved based on the following final tabulation of votes: For 23,832,129 Against 11,204,040 Abstain 15,941 Broker non-votes 2,988,968”
Evercore Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as Evercore’s independent registered public accounting firm for 2026 at the 2026-06-10 meeting.
“3. The appointment of Deloitte & Touche LLP as Evercore’s independent registered public accounting firm for 2026 was ratified, based upon the following final tabulation of votes: For 37,463,916 Against 569,791 Abstain 7,371 Broker non-votes N/A”
Evercore Inc. shareholders approved Non-binding advisory vote to approve executive compensation of Evercore’s named executive officers at the 2026-06-10 meeting.
“2. The non-binding, advisory vote to approve executive compensation of Evercore’s named executive officers (“say-on-pay”) was approved based upon the following final tabulation of votes: For 32,994,941 Against 2,026,114 Abstain 31,055 Broker non-votes 2,988,968”
Evercore Inc. shareholders approved Election of Directors at the 2026-06-10 meeting.
“Item 5.07 Submission of Matters to a Vote of Security Holders. (a) Evercore Inc. (“Evercore”) held its annual meeting of stockholders on June 10, 2026. (b) Stockholders voted on the matters set forth below. 1. The nominees for election to the Board of Directors were elected to serve as directors until the next Annual Meeting or until their successors are duly elected and qualified, based upon the following final tabulation of votes: Roger C. Altman For 34,441,446 Against 601,205 Abstain 9,459 Broker non-votes 2,988,968”
Evercore Inc. reported first quarter ended March 31, 2026 results: revenue $ 1,391.6, net income $ 301.2, EPS $ 7.20.
“RECORD FIRST QUARTER 2026 REVENUES; INCREASES QUARTERLY DIVIDEND TO $0.89 PER SHARE First Quarter Results U.S. GAAP Adjusted Q1 2026 Q1 2025 Q1 2026 Q1 2025 Net Revenues ($ mm) $ 1,391.6 $ 694.8 $ 1,401.5 $ 699.9 Operating Income ($ mm) $ 330.7 $ 111.2 $ 354.5 $ 116.3 Net Income Attributable to Evercore Inc. ($ mm) $ 301.2 $ 146.2 $ 334.7 $ 154.8 Diluted Earnings”
Evercore Inc. incurred senior notes of $125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 and $125,000,000 of 5.47% Series L senio at 5.17% for Series K Notes and 5.47% for Series L Notes maturing July 24, 2030 for Series K Notes and July 24, 2032 for Series L Notes.
“On July 10, 2025, Evercore Inc. (the “Issuer”) entered into a note purchase agreement (the “Note Purchase Agreement”) among the Issuer and the purchasers party thereto, pursuant to which the Issuer will issue $125,000,000 aggregate principal amount of 5.17% Series K senior notes due 2030 (the “Series K Notes”) and $125,000,000 of 5.47% Series L senior notes due 2032 (the “Series L Notes” and together with the Series K Notes, the “Notes”) on July 24, 2025 in a private placement exempt from registration under the Securities Act.”
Edward S. Hyman changed role as Chairman of Evercore ISI at Evercore Inc..
“On February 10, 2025, Edward S. Hyman, Chairman of Evercore ISI, notified the Company of his decision to transition to a non-executive officer role within the Company, where he will continue to support the Evercore ISI business.”
Evercore Inc. reported the first quarter ended March 31, 2024 results: revenue $580.8 million, net income $85.7 million, EPS $2.09.
“% 66.0 % 63.5 % Operating Margin 14.5 % 18.7 % 15.4 % 20.0 % Effective Tax Rate (7.7 %) 14.9 % (9.3 %) 15.2 % Business and Financial Highlights g First Quarter Net Revenues of $580.8 million on a U.S. GAAP basis and $587.3 million on an Adjusted basis increased 2% on both a U.S. GAAP and an Adjusted basis versus First Quarter 2023 g In the first quarter, we advised”
Evercore Inc. reported financial results for fourth quarter ended December 31, 2023.
“On January 31, 2024, Evercore Inc. issued a press release announcing financial results for its fourth quarter ended December 31, 2023.”
Evercore Inc. reported third quarter ended September 30, 2023 results: revenue $570.2 million, net income $52.1 million, EPS $1.30.
“% 15.8 % 25.9 % Effective Tax Rate 25.1 % 30.8 % 27.6 % 27.4 % 21.5 % 23.2 % 22.5 % 22.8 % Business and Financial Highlights g Third Quarter and Year-to-Date Net Revenues were $570.2 million and $1.6 billion, respectively, on a U.S. GAAP basis and $576.1 million and $1.7 billion, respectively, on an Adjusted basis. Year-to-Date 2023 Net Revenues decreased 15% on both”
Evercore Inc. reported second quarter ended June 30, 2023 results: revenue $ 499.4, net income $ 37.2, EPS $ 0.95.
“SHARE Second Quarter Results Year to Date Results U.S. GAAP Adjusted U.S. GAAP Adjusted Q2 2023 Q2 2022 Q2 2023 Q2 2022 YTD 2023 YTD 2022 YTD 2023 YTD 2022 Net Revenues ($ mm) $ 499.4 $ 630.9 $ 505.1 $ 637.4 $ 1,071.6 $ 1,353.8 $ 1,082.9 $ 1,365.8 Operating Income ($ mm) $ 57.7 $ 146.2 $ 63.4 $ 153.2 $ 164.6 $ 355.5 $ 178.9 $ 368.1 Net Income Attributable to”
Evercore Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for 2023 at the 2023-06-15 meeting.
“Item 5.07 Submission of Matters to a Vote of Security Holders. (a) Evercore Inc. (“Evercore”) held its annual meeting of stockholders on June 15, 2023. (b) Stockholders voted on the matters set forth below. 1. The nominees for election to the Board of Directors were elected to serve as directors until the next Annual Meeting or until their successors are duly elected and qualified, based upon the following final tabulation of votes: Roger C. Altman For 34,235,968 Against 1,138,734 Abstain 16,724 Broker non-votes 2,774,557 Richard I. Beattie For 34,881,160 Against 493,544 Abstain 16,722 Broker non-votes 2,774,557 Pamela G. Carlton For 34,312,843 Against 1,061,333 Abstain 17,250 Broker non-votes 2,774,557 Ellen V. Futter For 34,378,541 Against 995,633 Abstain 17,252 Broker non-votes 2,774,557 Gail B. Harris For 33,544,415 Against 1,829,817 Abstain 17,194 Broker non-votes 2,774,557 Robert B. Millard For 33,520,334 Against 1,831,717 Abstain 39,375 Broker non-votes 2,774,557 Willard J. Over”
Evercore Inc. shareholders approved Advisory vote to approve executive compensation of named executive officers at the 2023-06-15 meeting.
“Item 5.07 Submission of Matters to a Vote of Security Holders. (a) Evercore Inc. (“Evercore”) held its annual meeting of stockholders on June 15, 2023. (b) Stockholders voted on the matters set forth below. 1. The nominees for election to the Board of Directors were elected to serve as directors until the next Annual Meeting or until their successors are duly elected and qualified, based upon the following final tabulation of votes: Roger C. Altman For 34,235,968 Against 1,138,734 Abstain 16,724 Broker non-votes 2,774,557 Richard I. Beattie For 34,881,160 Against 493,544 Abstain 16,722 Broker non-votes 2,774,557 Pamela G. Carlton For 34,312,843 Against 1,061,333 Abstain 17,250 Broker non-votes 2,774,557 Ellen V. Futter For 34,378,541 Against 995,633 Abstain 17,252 Broker non-votes 2,774,557 Gail B. Harris For 33,544,415 Against 1,829,817 Abstain 17,194 Broker non-votes 2,774,557 Robert B. Millard For 33,520,334 Against 1,831,717 Abstain 39,375 Broker non-votes 2,774,557 Willard J. Over”
Evercore Inc. shareholders approved Election of directors at the 2023-06-15 meeting.
“Item 5.07 Submission of Matters to a Vote of Security Holders. (a) Evercore Inc. (“Evercore”) held its annual meeting of stockholders on June 15, 2023. (b) Stockholders voted on the matters set forth below. 1. The nominees for election to the Board of Directors were elected to serve as directors until the next Annual Meeting or until their successors are duly elected and qualified, based upon the following final tabulation of votes: Roger C. Altman For 34,235,968 Against 1,138,734 Abstain 16,724 Broker non-votes 2,774,557 Richard I. Beattie For 34,881,160 Against 493,544 Abstain 16,722 Broker non-votes 2,774,557 Pamela G. Carlton For 34,312,843 Against 1,061,333 Abstain 17,250 Broker non-votes 2,774,557 Ellen V. Futter For 34,378,541 Against 995,633 Abstain 17,252 Broker non-votes 2,774,557 Gail B. Harris For 33,544,415 Against 1,829,817 Abstain 17,194 Broker non-votes 2,774,557 Robert B. Millard For 33,520,334 Against 1,831,717 Abstain 39,375 Broker non-votes 2,774,557 Willard J. Over”
Evercore Inc. reported first quarter ended March 31, 2023 results: revenue $ 572.1, net income $ 83.4, EPS $ 2.06.
“REPORTS FIRST QUARTER 2023 RESULTS; INCREASES QUARTERLY DIVIDEND TO $0.76 PER SHARE First Quarter Results U.S. GAAP Adjusted Q1 2023 Q1 2022 Q1 2023 Q1 2022 Net Revenues ($ mm) $ 572.1 $ 722.9 $ 577.8 $ 728.3 Operating Income ($ mm) $ 106.9 $ 209.4 $ 115.5 $ 214.8 Net Income Attributable to Evercore Inc. ($ mm) $ 83.4 $ 158.0 $ 93.3 $ 173.3 Diluted Earnings Per”
Paul Pensa was appointed as interim Chief Financial Officer at Evercore Inc..
“appointed Paul Pensa, its controller, as interim Chief Financial Officer, effective upon Ms. Mellet’s departure”
Celeste Mellet departed as Chief Financial Officer at Evercore Inc..
“succeed Celeste Mellet, who is leaving Evercore in early February to pursue a different area of finance”
Timothy LaLonde was appointed as Chief Financial Officer at Evercore Inc..
“appointed Timothy LaLonde as its Chief Financial Officer, effective March 6, 2023.”
Celeste Mellet resigned as Chief Financial Officer at Evercore Inc..
“On October 20, 2022, Celeste Mellet, Senior Managing Director and Chief Financial Officer of Evercore Inc. (the “Company”), notified the Company of her intention to resign from the Company in order to pursue a position in an entirely different area of finance with a large, international alternative asset fund manager.”
John S. Weinberg changed role as sole Chairman of the Board and Chief Executive Officer at Evercore Inc..
“On the Effective Date, John S. Weinberg, who currently serves as the Company’s Co-Chairman of the Board and Co-Chief Executive Officer, will become the sole Chairman of the Board and Chief Executive Officer.”
Ralph L. Schlosstein changed role as Co-Chairman of the Board and Co-Chief Executive Officer at Evercore Inc..
“On October 26, 2021, Ralph L. Schlosstein notified the Board of Directors (the “Board”) of Evercore Inc. (the “Company”) that he will be stepping down as the Co-Chairman of the Board and Co-Chief Executive Officer of the Company, and resigning from the Board, effective as of February 25, 2022 (the “Effective Date”).”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.