Item 5. Other Information
Item 5. Other Information
During the three months ended September 30, 2025, 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.
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Item 6. Exhibits and Financial Statement Schedules
Exhibit
Number Description
4.1 Form of 5.17% Series K senior notes due 2030 (1)
4.2 Form of 5.47% Series L senior notes due 2032 (1)
10.1 Form of Note Purchase Agreement, dated July 10, 2025 (1)
10.2 Second Amendment to 2016 Note Purchase Agreement, dated as of July 10, 2025 (filed herewith)
10.3 Second Amendment to 2019 Note Purchase Agreement, dated as of July 10, 2025 (filed herewith)
10.4 Amendment to 2022 Note Purchase Agreement, dated as of July 10, 2025 (filed herewith)
10.5 Amendment to Loan Documents (Unsecured Facility), dated July 10, 2025, by and among Evercore Partners Services East L.L.C, Evercore LP, Evercore Group Holdings L.P. and PNC Bank, National Association (filed herewith)
10.6 Loan Agreement, dated July 10, 2025, between Evercore Partners Services East L.L.C. and PNC Bank, National Association, together with Amended and Restated Revolving Line of Credit Note (filed herewith)
10.7 Amended and Restated Guaranty and Suretyship Agreement, dated July 10, 2025, between Evercore Inc., Evercore LP, Evercore Group Holdings L.P. and PNC Bank, National Association (filed herewith)
31.1 Certification of the Chief Executive Officer pursuant to Rule 13a-14(a) (filed herewith)
31.2 Certification of the Chief Financial Officer pursuant to Rule 13a-14(a) (filed herewith)
32.1 Certification of the Chief Executive Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (furnished herewith)
32.2 Certification of the Chief Financial Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002 (furnished herewith)
101.INS The following materials from the Registrant's Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, are formatted in Inline XBRL: (i) Condensed Consolidated Statements of Financial Condition as of September 30, 2025 and December 31, 2024, (ii) Condensed Consolidated Statements of Operations for the three and nine months ended September 30, 2025 and 2024, (iii) Condensed Consolidated Statements of Comprehensive Income for the three and nine months ended September 30, 2025 and 2024, (iv) Condensed Consolidated Statements of Changes in Equity for the three and nine months ended September 30, 2025 and 2024, (v) Condensed Consolidated Statements of Cash Flows for the nine months ended September 30, 2025 and 2024, and (vi) Notes to Condensed Consolidated Financial Statements, tagged as blocks of text including detailed tags
101.SCH Inline XBRL Taxonomy Extension Schema
101.CAL Inline XBRL Taxonomy Extension Calculation Linkbase
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101.DEF Inline XBRL Taxonomy Extension Definition Linkbase
101.LAB Inline XBRL Taxonomy Extension Label Linkbase
101.PRE Inline XBRL Taxonomy Extension Presentation Linkbase
104 Cover page from the Company's Quarterly Report on Form 10-Q for the quarter ended September 30, 2025 is formatted in Inline XBRL (and contained in Exhibit 101)
(1) Incorporated by Reference to the Registrant's Current Report on Form 8-K (Commission File No. 001-32975), filed with the SEC on July 11, 2025.
The agreements and other documents filed as exhibits to this report are not intended to provide factual information or other disclosure other than with respect to the terms of the agreements or other documents themselves, and you should not rely on them for that purpose. In particular, any representations and warranties made by us in these agreements or other documents were made solely within the specific context of the relevant agreement or document and may not describe the actual state of affairs as of the date they were made or at any other time.
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SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
Date: November 5, 2025
Evercore Inc.
By: /s/ JOHN S. WEINBERG
Name: John S. Weinberg
Title: Chief Executive Officer and Chairman
By: /s/ TIM LALONDE
Name: Tim LaLonde
Title: Chief Financial Officer
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