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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Evercore Inc. | EVR | 923,145 | 3,185 | 114,091,491,000 | 13,742,254,000 | $123,590.00 |
| 12/31/2022 | Evercore Inc. | EVR | 919,960 | -7,950 | 100,349,237,000 | 100,272,916,000 | $109,080.00 |
| 09/30/2022 | Evercore Inc. | EVR | 927,910 | 103,940 | 76,321,000 | -811,000 | $82.25 |
| 06/30/2022 | Evercore Inc. | EVR | 823,970 | 171,430 | 77,132,000 | 4,491,000 | $93.61 |
| 03/31/2022 | Evercore Inc. | EVR | 652,540 | 337,363 | 72,641,000 | 29,824,000 | $111.32 |
| 12/31/2021 | Evercore Inc. | EVR | 315,177 | -113,580 | 42,817,000 | -14,495,000 | $135.85 |
| 09/30/2021 | Evercore Inc. | EVR | 428,757 | -980 | 57,312,000 | -3,182,000 | $133.67 |
| 06/30/2021 | Evercore Inc. | EVR | 429,737 | -326,193 | 60,494,000 | -22,386,000 | $140.77 |
| 12/31/2020 | Evercore Inc. | EVR | 755,930 | -488,640 | 82,880,000 | 1,410,000 | $109.64 |
| 09/30/2020 | Evercore Inc. | EVR | 1,244,570 | -448,750 | 81,470,000 | -18,300,000 | $65.46 |
| 06/30/2020 | Evercore Inc. | EVR | 1,693,320 | -242,750 | 99,770,000 | 10,595,000 | $58.92 |
| 03/31/2020 | Evercore Inc. | EVR | 1,936,070 | 778,270 | 89,175,000 | 2,618,000 | $46.06 |
| 12/31/2019 | Evercore Inc. | EVR | 1,157,800 | 794,360 | 86,557,000 | 57,445,000 | $74.76 |
| 09/30/2019 | Evercore Inc. | EVR | 363,440 | 363,440 | 29,112,000 | 29,112,000 | $80.10 |
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