47 unchanged sentences
Other Information
+Added: During the fiscal year ended December 31, 2024, none of the Company's trustees or executive officers adopted or terminated any contract, instruction or written plan for the purchase or sale of Company securities that was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) or any non Rule 10b5-1 trading arrangement.
Disclosure Regarding Foreign Jurisdictions that Prevent Inspections
6 unchanged sentences
We will post any amendments to the Code of Business Conduct and Ethics, and any waivers that are required to be disclosed by the rules of either the SEC or the NYSE, on our website within the required periods.
+Added: The Company has adopted insider trading policies and procedures and has implemented processes that we believe are reasonably designed to promote compliance with insider trading laws, rules and regulations, and the NYSE listing standards.
+Added: Our Personal Trading Policy prohibits our employees and related persons and entities from trading in securities of the Company and other companies while in possession of material, nonpublic information in violation of applicable securities laws.
+Added: The Company also follows procedures for the repurchase of its securities.
+Added: A copy of our Personal Trading Policy is filed as Exhibit 19.1 to this Form 10-K.
Executive Compensation
47 unchanged sentences
10.6 Form of Indemnification Agreement between the Registrant and each of its directors (1)
−Removed: 10.7 *Employment Agreement between the Registrant and Ralph L.
−Removed: Schlosstein (5)
−Removed: 10.8 *2012 Confidentiality, Non-Solicitation and Proprietary Information Agreement for Senior Managing Directors (6)
−Removed: 10.9 *Restricted Stock Unit Award Agreement effective as of January 29, 2013 between Evercore Partners Inc.
−Removed: Schlosstein (7)
−Removed: 10.10 *Amended and Restated Evercore Partners Inc.
−Removed: 2006 Stock Incentive Plan (8)
10.7 Contribution and Exchange Agreement, dated as of August 3, 2014, among ISI Holding, Inc., ISI Holding II, Inc., ISI Management Holdings LLC, ISI Holding, LLC, Edward S.
7 unchanged sentences
10.12 Loan Agreement, dated as of June 24, 2016, between Evercore Partners Services East L.L.C., as borrower, and PNC Bank, National Association, as lender (9)
−Removed: 10.17 Borrowing Base Rider, dated as of June 24, 2016, between Evercore Partners Services East L.L.C., as borrower, and PNC Bank, National Association, as lender (13)
10.13 *Amended and Restated 2016 Evercore Inc.
25 unchanged sentences
1 to the Seventh Amended and Restated Limited Partnership Agreement of Evercore LP, dated as of April 30, 2021, by and among Evercore Inc., as general partner, and the Limited Partners (as defined therein) of the Partnership (21)
−Removed: 10.34 Amendment to Loan Documents (Secured Facility), dated October 29, 2021, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (26)
−Removed: 10.35 Loan Agreement, dated July 26, 2019, between Evercore Partners Services East L.L.C.
−Removed: and PNC Bank, National Association (26)
−Removed: 10.36 Amendment to Loan Documents (Unsecured Facility), dated October 29, 2021, by and among Evercore Partners Services East L.L.C., Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (26)
10.29 Agreement, dated October 29, 2021, between Evercore Group L.L.C.
and PNC Bank, National Association (22)
−Removed: 10.38 Guaranty and Suretyship Agreement, dated October 29, 2021, between Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (26)
10.30 Form of Note Purchase Agreement, dated June 28, 2022 (23)
3 unchanged sentences
10.33 *Employment Agreement between Evercore Inc.
−Removed: and Tim othy LaLonde, dated January 19, 2023 (28)
−Removed: 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.
−Removed: and PNC Bank, National Association (30)
−Removed: 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: and Timothy LaLonde, dated January 19, 2023 (24)
10.34 Amendment to Subordinated Revolving Credit Facility (Unsecured Facility), dated November 3, 2023, by and among Evercore Group L.L.C.
+Added: and PNC Bank, National Association (26)
+Added: 10.35 *Third Amended and Restated 2016 Evercore Inc.
+Added: Stock Incentive Plan (27)
+Added: 10.36 Amendment to Subordinated Revolving Credit Facility (Unsecured Facility), dated October 25, 2024, by and among Evercore Group L.L.C.
and PNC Bank, National Association (filed herewith)
+Added: 10.37 Loan Agreement, dated October 28, 2024, between Evercore Partners Services East L.L.C.
+Added: and PNC Bank, National Association , tog ether with Revolving Line of Credit Note (filed herewith)
+Added: 10.38 Guaranty and Suretyship Agreement, dated October 28, 2024, between Evercore LP, Evercore Group Holdings L.P., and PNC Bank, National Association (filed herewith)
+Added: 10.39 2024 Form of Restricted Stock Unit Award Agreement for U.S.
+Added: Employees (filed herewith)
11 Not included as a separate exhibit - earnings per share can be determined from Note 17 to the consolidated financial statements included in Item 8 – Financial Statements and Supplemental Data.
+Added: 19.1 Personal Trading Policy (filed herewith)
21.1 Subsidiaries of the Registrant (filed herewith)
8 unchanged sentences
97.1 Evercore Inc.
−Removed: Mandatory Clawback Policy (filed herewith)
+Added: Mandatory Clawback Policy (26)
101.INS The following materials from the Registrant's Annual Report on Form 10-K for the year ended December 31, 2024, are formatted in Inline XBRL:
15 unchanged sentences
(5) Incorporated by Reference to the Registrant's Current Report on Form 8-K (Commission File No.
−Removed: 001-32975), filed with the SEC on May 22, 2009.
−Removed: (6) Incorporated by Reference to the Registrant's Annual Report on Form 10-K (Commission File No.
−Removed: 001-32975), filed with the SEC on February 29, 2012.
−Removed: (7) Incorporated by Reference to the Registrant's Current Report on Form 8-K (Commission File No.
−Removed: 001-32975), filed with the SEC on January 29, 2013.
−Removed: (8) Incorporated by Reference to the Registrant's Current Report on Form 8-K (Commission File No.
−Removed: 001-32975), filed with the SEC on June 20, 2013.
−Removed: (9) Incorporated by Reference to the Registrant's Current Report on Form 8-K (Commission File No.
001-32975), filed with the SEC on August 4, 2014.
39 unchanged sentences
001-32975), filed with the SEC on February 24, 2023.
−Removed: (30) Incorporated by Reference to the Registrant's Quarterly Report on Form 10-Q (Commission File No.
−Removed: 001-32975), for the period ended June 30, 2023.
+Added: (26) 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 22, 2024.
+Added: (27) Incorporated by Reference to Annex B to the Registrant's definitive proxy statement (Commission File No.
+Added: 001-32975), filed with the SEC on April 26, 2024.
Form 10-K Summary
5 unchanged sentences
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.
−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 22nd day of February, 2024.
+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 21st day of February, 2025.
Signature Title
18 unchanged sentences
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.