Welcome to our dedicated page for Pjt Partners SEC filings (Ticker: PJT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The PJT Partners Inc. (NYSE: PJT) SEC filings page on Stock Titan brings together the company’s regulatory disclosures from the U.S. Securities and Exchange Commission, including current reports on Form 8-K and other key documents. These filings provide primary-source detail on PJT’s financial results, governance decisions, capital structure, and significant corporate events.
For an advisory-focused investment bank like PJT Partners, Form 8-K reports are especially important. Recent 8-Ks have furnished press releases covering quarterly and nine-month results, with revenue broken out into advisory fees, placement fees, and interest income and other, and with tables on compensation and non-compensation expenses. Other 8-Ks document items such as the appointment of new directors to the Board and Audit Committee, annual meeting voting results, and elections by holders of partnership units to exchange those units under the company’s exchange agreement.
Investors can also use PJT’s SEC filings to track capital management and ownership structure details. Disclosures describe share and partnership unit repurchases, remaining repurchase authorizations, cash, cash equivalents and short-term investments, and the absence of funded debt at specific reporting dates. Filings explain that PJT Partners Inc. owns a majority interest in PJT Partners Holdings LP and outline how this structure affects tax treatment and the presentation of non-GAAP measures such as Adjusted Net Income, If-Converted.
On Stock Titan, these SEC filings are complemented by AI-powered summaries that highlight the main points of lengthy documents, helping readers quickly identify changes in revenues, expenses, governance, or capital actions without having to parse every line. Real-time updates from EDGAR, along with access to exhibits like earnings press releases, make this page a central reference for anyone analyzing PJT Partners’ regulatory history and ongoing disclosure practices.
PJT Partners Inc. Chief Financial Officer Helen T. Meates acquired additional equity through a long-term incentive award. On settlement of previously granted restricted stock units, 9,627 units converted on a one-for-one basis into 9,627 shares of Class A common stock at a stated price of $0.00 per share. Following these transactions, she directly held 66,466 shares of Class A common stock and 13,336 restricted stock units, aligning her compensation more closely with the company’s stock performance.
PJT Partners Inc. General Counsel David Adam Travin acquired shares through the settlement of previously granted restricted stock units. On March 2, 2026, 5,052 restricted stock units were exercised and converted on a one-for-one basis into 5,052 shares of Class A common stock, all held as direct ownership.
PJT Partners Inc. director Cornwell Kievdi Don reported acquiring Class A common stock through the settlement and conversion of restricted stock units. On March 2, 2026, 18,865 shares of Class A common stock were acquired as restricted stock units converted on a one-for-one basis, with remaining units vesting through March 1, 2027.
PJT Partners Inc. Managing Partner Ji-Yeun Lee reported an equity award vesting and related share delivery. On settlement of a previously granted restricted stock unit award, 12,944 restricted stock units were converted into 12,944 shares of Class A common stock on a one-for-one basis. Following these transactions, Lee directly owned 18,647 restricted stock units and 88,402 shares of Class A common stock. These movements reflect the exercise or conversion of derivative securities granted as long-term incentive compensation, rather than an open-market stock purchase or sale.
PJT Partners Inc. files its annual report describing a global, advisory-focused investment bank built around strategic advisory, restructuring and special situations, and its PJT Park Hill private funds advisory platform. The firm trades on the NYSE under “PJT” and operates through a partnership structure controlled by PJT Partners Inc.
The company highlights its client-centric culture, collaborative model, and focus on attracting top talent. As of December 31, 2025, it employed 1,224 people, including 133 partners. PJT emphasizes human capital initiatives, inclusive culture, and community engagement as core differentiators.
Key risks include sensitivity to market and economic cycles, dependence on large transactions and a concentrated client base, cybersecurity and AI-related threats, climate and sustainability pressures, regulatory and legal exposure across multiple jurisdictions, and challenges in recruiting and retaining senior professionals in a highly competitive industry.
PJT Partners Inc. General Counsel David Adam Travin reported an equity-based compensation award. On February 9, 2026, he received 6,823 Partnership Units of PJT Partners Holdings LP, reported as LTIP Units granted for the 2025 performance year at a price of $0 per unit.
These LTIP Units generally vest in three equal installments on March 1, 2028, March 1, 2029, and March 1, 2030. When certain conditions are met, the LTIP Units can convert one-for-one into Partnership Units, which under an exchange agreement may then be exchanged quarterly for cash or, at PJT’s election, for an equal number of Class A common shares.
After this grant, Travin directly holds 20,243 derivative Partnership Units, which include units from prior grants and vesting events, some of which remain subject to time-based vesting conditions.
PJT Partners Managing Partner Lee Ji-Yeun reported an equity compensation grant tied to partnership interests in PJT Partners Holdings LP. On February 9, 2026, Lee acquired 14,613 LTIP Units as a long-term incentive award for the 2025 performance year, at an exercise price of $0.
These LTIP Units generally vest in three equal installments on March 1, 2028, March 1, 2029 and March 1, 2030. Upon specified events, each LTIP Unit can automatically convert into one Partnership Unit, and Partnership Units may then be exchanged quarterly for cash or, at PJT Partners’ election, one share of Class A common stock per unit. After this grant, Lee directly holds 699,849 derivative Partnership Units and is also reported as indirectly holding 100,000 additional units through a family trust.
PJT Partners Inc. reported that its Chief Financial Officer, Helen T. Meates, received a grant of 10,547 Partnership Units of PJT Partners Holdings LP on February 9, 2026 as a long-term incentive award for the 2025 performance year. These LTIP Units generally vest in three equal annual installments on March 1, 2028, March 1, 2029 and March 1, 2030. Upon specified events, the LTIP Units can convert one-for-one into Partnership Units, which on a quarterly basis may be exchanged for cash or, at PJT Partners’ election, for an equal number of shares of Class A common stock. Following this grant, Helen T. Meates beneficially owns 201,345 Partnership Units, including units from prior awards and vesting events.
PJT Partners Inc. director Whitney Kenneth C reported a derivative transaction involving partnership units of PJT Partners Holdings LP. On February 5, 2026, 30,000 Partnership Units were exchanged for cash following an earlier exchange election submitted on November 25, 2025.
Under the issuer’s Exchange Agreement, these Partnership Units may be exchanged quarterly for cash or, at the issuer’s election, for shares of Class A common stock on a one-for-one basis. The filing shows a transaction price of $159.92 per underlying share and indicates 122,150 derivative securities beneficially owned directly by the director after the transaction.
PJT Partners Inc. Chairman and CEO Paul J. Taubman reported an exchange of 36,000 Partnership Units of PJT Partners Holdings LP on February 5, 2026, settled for cash at a derivative security price of $159.92 per unit.
Under the issuer’s Exchange Agreement, Partnership Units may be exchanged quarterly for cash or, at the issuer’s election, for shares of Class A common stock on a one-for-one basis. After this transaction, Taubman beneficially owns 5,424,000 Partnership Units, of which 400,000 remain subject to time-based vesting conditions through March 1, 2027.