MarketPeel
Insider Trading Intelligence
PP

Paul Pensa

EVR
CONTR., PRINCIPAL ACCT.OFFICER · EVERCORE INC. · CIK 0001409785
FILING MIX · LIFETIME36%/64%
BUYS
8
SELLS
14
TOTAL VALUE
$3.43M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
6,889
AVG SELL PX
$189.16
TRADE KIND
SHOWING 22 / 22
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
7 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Paul Pensa, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d7+57.14%-0.24%+0.26%-0.50%+0.38%
14d7+71.43%-3.06%-1.13%-1.93%-1.22%
30d7+71.43%-8.75%-3.89%-4.86%-6.81%
60d7+71.43%-13.80%-4.49%-9.31%-13.71%
90d7+71.43%-9.37%-1.70%-7.67%-13.37%
180d7(1 pending)+33.33%+1.43%+4.29%-2.85%-2.24%
1y7(1 pending)+0.00%+31.20%+14.70%+16.50%+13.84%
2y7(2 pending)+0.00%+69.55%+30.40%+39.15%+28.38%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
EVR · 6,889 shares · as of Feb 19, 2026
02,1764,3526,5278,703202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 8 buys / 14 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
1,8676,889Feb 19, 2026Feb 23, 2026View →
EVR
EVERCORE INC.
SALE
Contr, Prin. Acct.Officer
1,450$350.31$507.9K5,022Feb 5, 2026Feb 6, 2026View →
EVR
EVERCORE INC.
SALE
Contr, Prin. Acct.Officer
1,255$346.23$434.5K6,472Feb 4, 2026Feb 6, 2026View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
2,1967,727Feb 20, 2025Feb 24, 2025View →
EVR
EVERCORE INC.
SALE
Contr, Prin. Acct.Officer
1,863$281.23$523.9K5,531Feb 7, 2025Feb 10, 2025View →
EVR
EVERCORE INC.
SALE
Contr, Prin. Acct.Officer
1,309$285.66$373.9K7,394Feb 4, 2025Feb 6, 2025View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
4,2568,703Feb 14, 2024Feb 16, 2024View →
EVR
EVERCORE INC.
SALE10b5-1
10b5-1 plan
1,540$170.38$262.4K4,447Feb 7, 2024Feb 8, 2024View →
EVR
EVERCORE INC.
SALE
Contr, Prin. Acct.Officer
1,122$176.45$198.0K5,987Feb 4, 2024Feb 6, 2024View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
3,7037,109Feb 14, 2023Feb 15, 2023View →
EVR
EVERCORE INC.
SALE
Contr, Prin. Acct.Officer, CFO
2,225$131.05$291.6K3,406Feb 7, 2023Feb 9, 2023View →
EVR
EVERCORE INC.
SALE
Contr, Prin. Acct.Officer, CFO
1,591$131.90$209.9K5,631Feb 4, 2023Feb 7, 2023View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
1,8687,222Feb 15, 2022Feb 17, 2022View →
EVR
EVERCORE INC.
SALE
Contr., Principal Acct.Officer
1,197$129.25$154.7K5,354Feb 8, 2022Feb 10, 2022View →
EVR
EVERCORE INC.
SALE
Contr., Principal Acct.Officer
886$129.78$115.0K6,551Feb 4, 2022Feb 8, 2022View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
2,8765,733Feb 17, 2021Feb 19, 2021View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
1,7047,437Feb 17, 2021Feb 19, 2021View →
EVR
EVERCORE INC.
SALE
Contr., Principal Acct.Officer
1,068$115.30$123.1K2,857Feb 8, 2021Feb 10, 2021View →
EVR
EVERCORE INC.
SALE
Contr., Principal Acct.Officer
741$116.76$86.5K3,925Feb 4, 2021Feb 8, 2021View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
2,2674,666Feb 11, 2020Feb 13, 2020View →
EVR
EVERCORE INC.
SALE
Contr., Principal Acct.Officer
1,104$81.01$89.4K2,399Feb 6, 2020Feb 10, 2020View →
EVR
EVERCORE INC.
SALE
Contr., Principal Acct.Officer
798$77.91$62.2K3,503Feb 4, 2020Feb 6, 2020View →
Other insiders · EVR
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About this filer
CIK 0001409785
ROLE
Contr., Principal Acct.Officer
PRIMARY
EVR
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001409785DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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