Insider trading

Period: 120 months Stock: EVR + Add filter Clear all
Views & alerts

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When

Period

How far back the list reaches. Filings arrive days after the trade, so the newest rows always lag a little.

110 decisions over 120 months
Who

Role

The position the person holds at the company, read from the title on the filing. A chief executive who is also a director counts as the chief executive.

110 decisions over 120 months
The trade

Type of trade

Purchases, sales, or cluster buys: companies where 3 or more insiders bought within 30 days. The number beside each is what that choice would give.

110 decisions over 120 months
The trade

Minimum amount

Hides rows under this value. The amount is the shares traded times the price on the filing.

110 decisions over 120 months
The trade

Plan

  • Discretionary: they chose to sell that week.
  • Scheduled: a 10b5-1 plan fixed the sale months in advance, so the timing says nothing about what they knew.
  • Not stated: filed before the SEC added the box in April 2023, which is most of the older half of this database.
110 decisions over 120 months
The trade

Share of their own holding

How much of what they already held the trade moved. Selling a tenth of a stake is not the same act as selling all of it.

At least
110 decisions over 120 months
Ownership

What the chief executive holds

The value of the chief executive’s stock measured against base salary. The salary comes from the company’s own proxy. Companies with no figure are in neither direction.

110 decisions over 120 months
Stock
Insider
Type ?
Why it stands out
16 Feb 2021
Klurfeld Jason General Counsel
Sold, plan not stated
$333.72K 2,781 at 120.00
15.3%
8 Feb 2021
Pensa Paul Contr., Principal Acct.Officer
Sold, plan not stated
$123.14K 1,068 at 115.30
27.2%
5 Feb 2021
Walsh Robert B Principal Financial Officer
Sold, plan not stated
$2.33M 20,000 at 116.33
20.3%
22 Oct 2020
FUTTER ELLEN V Director
Sold, plan not stated
$81.61K 981 at 83.19
25.4%
23 Apr 2020
Walsh Robert B Principal Financial Officer
Bought
$100.28K 2,000 at 50.14
1.9%
First buy on file
10 Mar 2020
Walsh Robert B Principal Financial Officer
Bought
$194.92K 3,500 at 55.69
3.5%
First buy on file
6 Mar 2020
Walsh Robert B Principal Financial Officer
Bought
$91.91K 1,500 at 61.27
1.5%
First buy on file
5 Mar 2020
Walsh Robert B Principal Financial Officer
Bought
$377.16K 6,000 at 62.86
6.5%
First buy on file
19 Feb 2020
Klurfeld Jason General Counsel
Sold, plan not stated
$126.28K 1,540 at 82.00
7.2%
6 Feb 2020
Pensa Paul Contr., Principal Acct.Officer
Sold, plan not stated
$89.43K 1,104 at 81.01
31.5%
19 Dec 2019
Klurfeld Jason General Counsel
Bought
no price 1 shares
opened
First buy on file
8 Feb 2019
Pensa Paul Contr., Principal Acct.Officer
Sold, plan not stated
$122.48K 1,379 at 88.82
32.5%
4 Feb 2019
Walsh Robert B Principal Financial Officer
Sold, plan not stated 2×
$1.85M 20,668 at 89.32
25.6%
25 Oct 2018
Altman Roger C Founder and Senior Chairman
Sold, plan not stated
$8.30M 100,000 at 83.00
35.3%
17 May 2018
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$2.53M 23,263 at 108.60
18.2%
4 May 2018
Klurfeld Jason General Counsel
Sold, plan not stated
$73.85K 717 at 103.00
7.1%
3 May 2018
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$1.42M 13,987 at 101.28
9.8%
2 May 2018
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$10.56M 102,513 at 103.03
41.9%
1 May 2018
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$7.68M 75,000 at 102.38
23.5%
1 May 2018
Arellano Ostoa Augusto CEO of EVR Mexico
Sold, plan not stated
$1.81M 17,665 at 102.45
55.0%
Sold half or more
30 Apr 2018
SCHLOSSTEIN RALPH President and CEO · indirect
Sold, plan not stated
$3.38M 32,880 at 102.74
100%
Sold half or more
30 Apr 2018
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$867.05K 8,500 at 102.01
2.6%
27 Apr 2018
SCHLOSSTEIN RALPH President and CEO · indirect
Sold, plan not stated
$2.95M 29,320 at 100.59
47.1%
26 Apr 2018
SIBBALD ANDREW CEO EVR Partners International
Sold, plan not stated
$2.04M 20,531 at 99.23
16.4%
21 Feb 2018
SIBBALD ANDREW CEO EVR Partners International
Sold, plan not stated 2×
$129.61K 1,336 at 97.01
1.1%
14 Feb 2018
Walsh Robert B Principal Financial Officer
Sold, plan not stated 6×
$2.12M 22,000 at 96.15
20.1%
6 Feb 2018
Pensa Paul Contr., Principal Acct.Officer
Sold, plan not stated
$129.55K 1,396 at 92.80
28.8%
5 Feb 2018
Altman Roger C Founder and Senior Chairman · indirect
Sold, plan not stated 6×
$5.49M 57,146 at 96.03
100%
Sold half or more
5 Feb 2018
Altman Roger C Founder and Senior Chairman
Sold, plan not stated 4×
$3.42M 35,276 at 96.90
19.1%
2 Feb 2018
Altman Roger C Founder and Senior Chairman
Sold, plan not stated 3×
$4.28M 42,836 at 99.96
16.7%
2 Feb 2018
Altman Roger C Founder and Senior Chairman · indirect
Sold, plan not stated 3×
$4.17M 41,729 at 99.96
42.2%
2 Feb 2018
SCHLOSSTEIN RALPH President and CEO · indirect
Sold, plan not stated
$1.28M 12,800 at 100.07
17.1%
1 Feb 2018
Altman Roger C Founder and Senior Chairman · indirect
Sold, plan not stated 2×
$2.66M 26,125 at 101.82
20.9%
1 Feb 2018
SCHLOSSTEIN RALPH President and CEO · indirect
Sold, plan not stated
$2.54M 25,000 at 101.65
25.0%
1 Feb 2018
Altman Roger C Founder and Senior Chairman
Sold, plan not stated 2×
$2.23M 21,888 at 101.76
7.8%
29 Nov 2017
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$10.30M 118,144 at 87.14
50.1%
Sold half or more
28 Nov 2017
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$8.54M 100,000 at 85.44
29.8%
27 Nov 2017
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated
$818.64K 9,500 at 86.17
2.8%
24 Nov 2017
FRANKEL ADAM B General Counsel
Sold, plan not stated
$255.48K 3,000 at 85.16
4.9%
21 Nov 2017
FRANKEL ADAM B General Counsel
Sold, plan not stated
$174.76K 2,000 at 87.38
3.2%
16 Nov 2017
FRANKEL ADAM B General Counsel
Sold, plan not stated
$82.60K 1,000 at 82.60
1.6%
14 Nov 2017
SIBBALD ANDREW CEO EVR Partners International
Sold, plan not stated 2×
$1.00M 12,000 at 83.43
8.3%
14 Nov 2017
FRANKEL ADAM B General Counsel
Sold, plan not stated
$84.44K 1,000 at 84.44
1.6%
31 Oct 2017
FRANKEL ADAM B General Counsel
Sold, plan not stated
$80.77K 1,000 at 80.77
1.6%
29 Aug 2017
Walsh Robert B Principal Financial Officer
Sold, plan not stated
$1.65M 22,000 at 75.05
17.3%
28 Jul 2017
Arellano Ostoa Augusto CEO of EVR Mexico
Sold, plan not stated
$2.31M 29,935 at 77.14
44.5%
22 Feb 2017
FRANKEL ADAM B General Counsel
Sold, plan not stated
$96.90K 1,200 at 80.75
1.9%
14 Feb 2017
FRANKEL ADAM B General Counsel
Sold, plan not stated
$79.00K 1,000 at 79.00
1.8%
7 Feb 2017
SIBBALD ANDREW CEO EVR Partners International
Sold, plan not stated 2×
$1.84M 23,229 at 79.32
18.8%
7 Feb 2017
SCHLOSSTEIN RALPH President and CEO
Sold, plan not stated 2×
$1.79M 22,621 at 79.31
22.2%
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