97 unchanged sentences
4.4 Form of 3.33% Series H senior notes due 2033 (21)
−Removed: 4.5 Description of the Registrant's Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 (filed herewith)
+Added: 4.5 Description of the Registrant's Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 (29)
10.1 Tax Receivable Agreement, dated as of August 10, 2006 (2)
56 unchanged sentences
10.39 Form of Note Purchase Agreement, dated June 28, 2022 (27)
−Removed: 10.40 Form of Class K-P Unit Subscription Agreement (filed herewith)
+Added: 10.40 Form of Class K-P Unit Subscription Agreement (29)
10.41 Amendment, dated October 31, 2022, to the Agreement between Evercore Group L.L.C.
+Added: and PNC Bank, National Association (29)
+Added: 10.42 *Employment Agreement between Evercore Inc.
+Added: and Tim othy LaLonde, dated January 19, 2023 (28)
+Added: 10.43 Amendment to Loan Agreement (Secured Facility), dated June 29, 2023, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., Evercore Group L.L.C.
+Added: and PNC Bank, National Association (30)
+Added: 10.44 Amendment to Loan Agreement (Unsecured Facility), dated June 29, 2023, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (30)
+Added: 10.45 Amendment to Subordinated Revolving Credit Facility (Unsecured Facility), dated November 3, 2023, by and among Evercore Group L.L.C.
and PNC Bank, National Association (filed herewith)
9 unchanged sentences
Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (furnished herewith)
+Added: 97.1 Evercore Inc.
+Added: Mandatory Clawback Policy (filed herewith)
101.INS The following materials from the Registrant's Annual Report on Form 10-K for the year ended December 31, 2023, are formatted in Inline XBRL:
60 unchanged sentences
001-32975), for the period ended June 30, 2022.
+Added: (28) Incorporated by Reference to the Registrant's Current Report on Form 8-K (Commission File No.
+Added: 001-32975), filed with the SEC on January 20, 2023.
+Added: (29) Incorporated by Reference to the Registrant's Annual Report on Form 10-K (Commission File No.
+Added: 001-32975), filed with the SEC on February 24, 2023.
+Added: (30) Incorporated by Reference to the Registrant's Quarterly Report on Form 10-Q (Commission File No.
+Added: 001-32975), for the period ended June 30, 2023.
Form 10-K Summary
4 unchanged sentences
Weinberg, Roger C.
−Removed: Altman, Jason Klurfeld and Paul Pensa, and each of them, his true and lawful attorneys-in-fact, with full power and substitution, for him in any and all capacities, to execute and cause to be filed with the SEC any and all amendments to the Report on Form 10-K, with exhibits thereto and other documents connected therewith and to perform any acts necessary to be done in order to file such documents, and hereby ratifies and confirms all that said attorneys-in-fact or their substitute or substitutes may do or cause to be done by virtue hereof.
−Removed: Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities on the 24th day of February, 2023.
+Added: Altman, Tim LaLonde, Jason Klurfeld and Paul Pensa, and each of them, his true and lawful attorneys-in-fact, with full power and substitution, for him in any and all capacities, to execute and cause to be filed with the SEC any and all amendments to the Report on Form 10-K, with exhibits thereto and other documents connected therewith and to perform any acts necessary to be done in order to file such documents, and hereby ratifies and confirms all that said attorneys-in-fact or their substitute or substitutes may do or cause to be done by virtue hereof.
+Added: Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities on the 22nd day of February, 2024.
Signature Title
1 unchanged sentence
ALTMAN Senior Chairman
−Removed: /s/ RICHARD I.
−Removed: BEATTIE Director
/s/ PAMELA G.
12 unchanged sentences
WILLIAMSON Director
−Removed: /s/ PAUL PENSA Chief Financial Officer (Principal Financial Officer) and Controller (Principal Accounting Officer)
+Added: /s/ TIM LALONDE Chief Financial Officer (Principal Financial Officer)
+Added: /s/ PAUL PENSA Controller (Principal Accounting Officer)
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.