Evercore Inc. Files Definitive Proxy Statement (DEF 14A)

Ticker: EVR · Form: DEF 14A · Filed: Apr 26, 2024 · CIK: 1360901

Evercore Inc. DEF 14A Filing Summary
FieldDetail
CompanyEvercore Inc. (EVR)
Form TypeDEF 14A
Filed DateApr 26, 2024
Risk Levellow
Pages15
Reading Time18 min
Key Dollar Amounts$523.5 million, $100, $2.426 billion, $2.449 billion, $255.5 million
Sentimentneutral

Sentiment: neutral

Topics: DEF 14A, Proxy Statement, Evercore Inc., Executive Compensation, Corporate Governance

TL;DR

<b>Evercore Inc. has filed its Definitive Proxy Statement (DEF 14A) on April 26, 2024, detailing corporate governance and executive compensation information.</b>

AI Summary

Evercore Inc. (EVR) filed a Proxy Statement (DEF 14A) with the SEC on April 26, 2024. Filing Type: DEF 14A (Definitive Proxy Statement). Filing Date: 2024-04-26. Reporting Period End Date: 2024-06-18. Company Name: Evercore Inc. Fiscal Year End: 1231.

Why It Matters

For investors and stakeholders tracking Evercore Inc., this filing contains several important signals. This filing is crucial for shareholders to understand executive compensation structures and make informed voting decisions on corporate matters. The DEF 14A provides detailed financial and operational information relevant to Evercore's performance and future outlook.

Risk Assessment

Risk Level: low — Evercore Inc. shows low risk based on this filing. The filing is a routine DEF 14A, which is standard for public companies and does not contain new material events or significant financial disclosures beyond what is expected in such a filing.

Analyst Insight

Review the executive compensation details and any shareholder proposals to inform voting decisions.

Key Numbers

  • 2024-04-26 — Filing Date (Date the DEF 14A was filed)
  • 2024-06-18 — Period of Report (The period the filing pertains to)
  • 1231 — Fiscal Year End (Evercore's fiscal year end)
  • 2023-01-01 — Fiscal Year Start (Start of the fiscal year for which data is presented)
  • 2023-12-31 — Fiscal Year End (End of the fiscal year for which data is presented)

Key Players & Entities

  • Evercore Inc. (company) — Filer name
  • 2024-04-26 (date) — Filing date
  • 2024-06-18 (date) — Period of report
  • 1934 Act (regulatory) — SEC Act
  • 001-32975 (other) — SEC file number
  • 212-857-3100 (other) — Business phone number
  • Ralph Schlosstein (person) — Member of the board
  • John Weinberg (person) — Member of the board

FAQ

When did Evercore Inc. file this DEF 14A?

Evercore Inc. filed this Proxy Statement (DEF 14A) with the SEC on April 26, 2024.

What is a DEF 14A filing?

A DEF 14A is a definitive proxy statement sent to shareholders before annual meetings, covering executive compensation, board nominations, and shareholder votes. This particular DEF 14A was filed by Evercore Inc. (EVR).

Where can I read the original DEF 14A filing from Evercore Inc.?

You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by Evercore Inc..

What are the key takeaways from Evercore Inc.'s DEF 14A?

Evercore Inc. filed this DEF 14A on April 26, 2024. Key takeaways: Filing Type: DEF 14A (Definitive Proxy Statement). Filing Date: 2024-04-26. Reporting Period End Date: 2024-06-18.

Is Evercore Inc. a risky investment based on this filing?

Based on this DEF 14A, Evercore Inc. presents a relatively low-risk profile. The filing is a routine DEF 14A, which is standard for public companies and does not contain new material events or significant financial disclosures beyond what is expected in such a filing.

What should investors do after reading Evercore Inc.'s DEF 14A?

Review the executive compensation details and any shareholder proposals to inform voting decisions. The overall sentiment from this filing is neutral.

How does Evercore Inc. compare to its industry peers?

Evercore Inc. operates in the financial services sector, specifically as an investment banking advisory firm.

Are there regulatory concerns for Evercore Inc.?

This filing is made under the Securities Exchange Act of 1934, requiring public companies to disclose information to shareholders.

Industry Context

Evercore Inc. operates in the financial services sector, specifically as an investment banking advisory firm.

Regulatory Implications

This filing is made under the Securities Exchange Act of 1934, requiring public companies to disclose information to shareholders.

What Investors Should Do

  1. Review the proxy statement for details on director nominations and voting procedures.
  2. Analyze the executive compensation section to understand pay structures and performance metrics.
  3. Examine any shareholder proposals and the company's recommendations for voting.

Year-Over-Year Comparison

This is a DEF 14A filing, which is a standard disclosure for annual meetings and does not represent a change from previous filings in terms of its nature.

Filing Stats: 4,524 words · 18 min read · ~15 pages · Grade level 13.3 · Accepted 2024-04-26 16:55:43

Key Financial Figures

  • $523.5 million — ogram. To that end, in 2023 we returned $523.5 million to shareholders through dividends and r
  • $100 — e peer average index. The graph assumes $100 was invested at the opening of business
  • $2.426 billion — ons. Net Revenues * Net Revenues of $2.426 billion on a U.S. GAAP basis and $2.449 billion
  • $2.449 billion — $2.426 billion on a U.S. GAAP basis and $2.449 billion on an Adjusted basis. Net Income * N
  • $255.5 million — ed basis. Net Income * Net Income of $255.5 million on a U.S. GAAP basis and $276.9 million
  • $276.9 million — $255.5 million on a U.S. GAAP basis and $276.9 million on an Adjusted basis. EPS * EPS of $
  • $6.37 — n on an Adjusted basis. EPS * EPS of $6.37 on a U.S. GAAP basis and $6.46 on an Ad
  • $6.46 — EPS of $6.37 on a U.S. GAAP basis and $6.46 on an Adjusted basis. Operating Margin
  • $2.4 b — Net Revenues* declined to approximately $2.4 billion, Adjusted EPS* declined to approx
  • $500,000 — Separate annual compensation limit of $500,000 for non-employee directors NEO awards

Filing Documents

SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT

SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT 69 REPORT OF THE AUDIT COMMITTEE 71 PROPOSAL 3—RATIFICATION OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM 72 PROPOSAL 4—APPROVAL OF THE THIRD AMENDED AND RESTATED 2016 EVERCORE INC. STOCK INCENTIVE PLAN 73 SHAREHOLDER PROPOSALS AND NOMINATIONS FOR 2025 ANNUAL MEETING 88 HOUSEHOLDING OF ANNUAL MEETING MATERIALS 88 OTHER MATTERS 88 GLOSSARY OF KEY DEFINED TERMS 89 ANNEX A: U.S. GAAP RECONCILIATIONS A-1 ANNEX B: THIRD AMENDED AND RESTATED 2016 EVERCORE INC. STOCK INCENTIVE PLAN B-1 ii Table of Contents PROXY SUMMARY This summary highlights certain information and is intended to assist you in reviewing the proposals. You should read the entire Proxy Statement carefully before voting. Your vote is important. Whether or not you plan to participate in the Annual Meeting, we encourage you to vote your shares promptly. In this Proxy Statement, unless the context requires otherwise, the " Company " or " Evercore " refers to Evercore Inc. and " we ," " us " or " our " all refer to Evercore and its subsidiaries. For ease of reference, we have included definitions of the abbreviations, capitalized terms and other terms frequently used in this Proxy Statement in the Glossary of Key Defined Terms beginning on page 89. 2024 Annual Meeting Information Date and Time Place Record Date 9:00 a.m., Eastern Time Tuesday, June 18, 2024 Online via live webcast at www.virtualshareholdermeeting.com/EVR2024. There will be no physical location for shareholders to attend. April 19, 2024 Additional information about our Annual Meeting, including details about how to participate in our Annual Meeting online and how to submit questions and cast your votes, is provided under " Why did the Board decide to adopt a virtual format for the Annual Meeting?" on page 15 of the Proxy Statement and " What do I need to do if I want to participate in the virtual Annual Meeting? " on p

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