Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BlackRock Inc. | 619,334.83 | reported | 14 Feb 2007 | tx 156+130,079−340,524 |
| BLACKROCK INC /NY | 528,333 | reported | 25 Apr 2006 | tx 12+169,689−270,500 |
| Evercore Inc. | 239,674 | reported | 15 Feb 2022 | tx 244+2,955,542−4,005,834 |
| BlackRock Enhanced Equity Dividend Trust | 100 | reported | 12 Jan 2006 | tx 1+100 |
| BlackRock Long-Term Municipal Advantage Trust | 100 | reported | 17 Jan 2007 | tx 1+100 |
| BLACKROCK S&P QUALITY RANKINGS GLOBAL EQUITY MANAGED TRUST | 100 | reported | 22 Jun 2004 | tx 1+100 |
| BLACKROCK DIVIDEND ACHIEVERS TRUST | 100 | reported | 28 Jan 2004 | tx 1+100 |
| BLACKROCK STRATEGIC DIVIDEND ACHIEVERS TRUST | 100 | reported | 22 Jun 2004 | tx 1+100 |
| BlackRock World Investment Trust | 100 | reported | 12 Jan 2006 | tx 1+100 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 100 | reported | 17 Jan 2007 | tx 1+100 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Feb 2022 | GRANT_AWARD | Evercore Inc. | 42,898 | 0.00 USD | |
| 04 Feb 2022 | TAX_WITHHOLDING | Evercore Inc. | 19,472 | 129.78 USD | |
| 12 Mar 2021 | GIFT | Evercore Inc. | 10,000 | 0.00 USD | |
| 23 Nov 2021 | SALE | Evercore Inc. | 62,625 | 150.03 USD | |
| 22 Nov 2021 | SALE | Evercore Inc. | 57,001 | 150.92 USD | |
| 16 Nov 2021 | SALE | Evercore Inc. | 67,915 | 154.51 USD | |
| 17 Nov 2021 | SALE | Evercore Inc. | 15,129 | 153.52 USD | |
| 01 Nov 2021 | SALE | Evercore Inc. | 16,882 | 154.88 USD | |
| 02 Nov 2021 | SALE | Evercore Inc. | 1,730 | 155.00 USD | |
| 02 Jun 2021 | SALE | Evercore Inc. | 7,245 | 147.04 USD | |
| 12 May 2021 | OTHER | Evercore Inc. | 500 | — | |
| 12 May 2021 | GRANT_AWARD | Evercore Inc. | 500 | — | deriv |
| 01 Mar 2021 | SALE | Evercore Inc. | 150,000 | 125.40 USD | |
| 17 Feb 2021 | GRANT_AWARD | Evercore Inc. | 36,210 | 0.00 USD | |
| 04 Feb 2021 | TAX_WITHHOLDING | Evercore Inc. | 18,849 | 116.76 USD | |
| 09 Mar 2020 | CONVERSION | Evercore Inc. | 449,000 | — | |
| 09 Mar 2020 | CONVERSION | Evercore Inc. | 100,000 | — | |
| 09 Mar 2020 | CONVERSION | Evercore Inc. | 100,000 | — | deriv |
| 09 Mar 2020 | CONVERSION | Evercore Inc. | 449,000 | — | deriv |
| 11 Feb 2020 | GRANT_AWARD | Evercore Inc. | 31,464 | 0.00 USD | |
| 04 Feb 2020 | TAX_WITHHOLDING | Evercore Inc. | 22,252 | 77.91 USD | |
| 12 Feb 2019 | GIFT | Evercore Inc. | 20,000 | 0.00 USD | deriv |
| 12 Feb 2019 | GRANT_AWARD | Evercore Inc. | 47,169 | 0.00 USD | |
| 04 Feb 2019 | TAX_WITHHOLDING | Evercore Inc. | 22,222 | 89.27 USD | |
| 23 May 2018 | GIFT | Evercore Inc. | 20,000 | 0.00 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 17 Jan 2007.