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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Evercore Inc. | EVR | 161,356 | 4,934 | 19,941,988,000 | 1,894,018,000 | $123,590.00 |
| 03/31/2023 | Evercore Inc. | EVR | 156,422 | -27,644 | 18,047,970,000 | 18,032,831,000 | $115,380.00 |
| 09/30/2022 | Evercore Inc. | EVR | 184,066 | -4,911 | 15,139,000 | -2,551,000 | $82.25 |
| 06/30/2022 | Evercore Inc. | EVR | 188,977 | -24,030 | 17,690,000 | -6,022,000 | $93.61 |
| 03/31/2022 | Evercore Inc. | EVR | 213,007 | -26,391 | 23,712,000 | -8,288,000 | $111.32 |
| 09/30/2021 | Evercore Inc. | EVR | 239,398 | -18,848 | 32,000,000 | -4,353,000 | $133.67 |
| 06/30/2021 | Evercore Inc. | EVR | 258,246 | -1,937 | 36,353,000 | 7,827,000 | $140.77 |
| 12/31/2020 | Evercore Inc. | EVR | 260,183 | 68,365 | 28,526,000 | 15,970,000 | $109.64 |
| 09/30/2020 | Evercore Inc. | EVR | 191,818 | 0 | 12,556,000 | 1,254,000 | $65.46 |
| 06/30/2020 | Evercore Inc. | EVR | 191,818 | 136,918 | 11,302,000 | 8,773,000 | $58.92 |
| 03/31/2020 | Evercore Inc. | EVR | 54,900 | 6,200 | 2,529,000 | -1,112,000 | $46.07 |
| 12/31/2019 | Evercore Inc. | EVR | 48,700 | 48,700 | 3,641,000 | 3,641,000 | $74.76 |
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