MarketPeel
Insider Trading Intelligence
PC

Pamela G. Carlton

EVR
DIRECTOR · EVERCORE INC. · CIK 0001449984
FILING MIX · LIFETIME41%/59%
BUYS
14
SELLS
20
TOTAL VALUE
$630.3K
COMPANIES
4
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
53,320
AVG SELL PX
$61.02
TRADE KIND
SHOWING 34 / 34
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
21 backtested trades · 8 horizons · 15 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Pamela G. Carlton, 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
7d21+80.95%-1.85%-0.99%-0.86%+0.40%
14d21+66.67%-0.58%-0.23%-0.35%+1.37%
30d21+80.95%-7.55%-5.07%-2.49%-3.11%
60d21+80.95%-6.86%-4.11%-2.75%-1.76%
90d21+76.19%-2.28%+0.60%-2.88%-5.15%
180d21+38.10%+6.15%+7.99%-1.84%-5.10%
1y21(2 pending)+10.53%+19.00%+15.28%+3.72%+14.11%
2y21(13 pending)+25.00%+48.81%+36.31%+12.50%-8.07%
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 · 3,845 shares · as of Jun 10, 2026
09611,9232,8843,845202120222023202420252026SHARES 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
2026
FLOW · 14 buys / 20 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
3643,845Jun 10, 2026Jun 12, 2026View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
PURCHASEGRANT
Stock grant
9,58749,274Apr 1, 2026Apr 3, 2026View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
PURCHASE
100$36.00$3.6K100Dec 15, 2025Dec 16, 2025View →
EVR
EVERCORE INC.
SALE
192$343.11$65.9K3,481Dec 9, 2025Dec 11, 2025View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
5273,673Jun 11, 2025Jun 12, 2025View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
PURCHASEGRANT
Stock grant
10,16239,687Apr 1, 2025Apr 3, 2025View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
SALE
1,028$29.04$29.9K1,194Mar 7, 2025Mar 11, 2025View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
SALE
6$29.06$1742,250Mar 7, 2025Mar 11, 2025View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
SALE
1$29.01$291,182Mar 7, 2025Mar 11, 2025View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
SALE
10$29.02$2901,183Mar 7, 2025Mar 11, 2025View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
SALE
1$29.03$291,193Mar 7, 2025Mar 11, 2025View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
SALE
1,182$28.93$34.2K0Mar 7, 2025Mar 11, 2025View →
STK
COLUMBIA SELIGMAN PREMIUM TECHNOLOGY GROWTH FUND, INC.
SALE
28$29.05$8132,222Mar 7, 2025Mar 11, 2025View →
TY
TRI-CONTINENTAL CORP
SALE
332$31.25$10.4K1,583.862Mar 7, 2025Mar 11, 2025View →
TY
TRI-CONTINENTAL CORP
SALE
1,483$31.22$46.3K100.862Mar 7, 2025Mar 11, 2025View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
SALE
833$10.32$8.6K29,525Sep 6, 2024Sep 10, 2024View →
EVR
EVERCORE INC.
SALE
534$247.07$131.9K3,146Jul 29, 2024Jul 31, 2024View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
6393,680Jun 18, 2024Jun 20, 2024View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
PURCHASEGRANT
Stock grant
9,14030,358Apr 1, 2024Apr 3, 2024View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
SALE
833$10.41$8.7K21,218Aug 17, 2023Aug 18, 2023View →
EVR
EVERCORE INC.
SALE
592$136.69$80.9K3,041Aug 14, 2023Aug 16, 2023View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
1,0693,633Jun 15, 2023Jun 16, 2023View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
PURCHASEGRANT
Stock grant
10,82222,051Apr 3, 2023Apr 5, 2023View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
SALE
833$12.78$10.6K11,229Aug 17, 2022Aug 19, 2022View →
EVR
EVERCORE INC.
SALE
322$96.25$31.0K2,564Jul 28, 2022Jul 29, 2022View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
1,1842,886Jun 16, 2022Jun 21, 2022View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
PURCHASEGRANT
Stock grant
7,06212,062Apr 1, 2022Apr 5, 2022View →
EVR
EVERCORE INC.
SALE
327$125.15$40.9K1,702Mar 1, 2022Mar 3, 2022View →
EVR
EVERCORE INC.
SALE
732$133.44$97.7K2,029Jul 29, 2021Jul 30, 2021View →
ARI
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.
PURCHASEGRANT
Stock grant
5,0005,000Jul 22, 2021Jul 26, 2021View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
6442,761Jun 17, 2021Jun 21, 2021View →
EVR
EVERCORE INC.
PURCHASEGRANT
Stock grant
1,4642,117Jun 16, 2020Jun 18, 2020View →
TY
TRI-CONTINENTAL CORP
SALE
300$28.34$8.5K1,263Feb 3, 2020Feb 4, 2020View →
TY
TRI-CONTINENTAL CORP
SALE
700$28.36$19.9K1,563Feb 3, 2020Feb 4, 2020View →
Other insiders · EVR
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About this filer
CIK 0001449984
ROLE
Director
PRIMARY
EVR
COMPANIES
4
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001449984DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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