Welcome to our dedicated page for Perella Weinberg Partners SEC filings (Ticker: PWP), 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 Perella Weinberg Partners (PWP) SEC filings page on Stock Titan provides access to the firm’s regulatory disclosures as a Nasdaq-listed investment banking advisory company. Perella Weinberg files a range of documents with the U.S. Securities and Exchange Commission, including Form 8-K current reports, annual and quarterly reports, and governance-related filings that together describe its operations, financial condition, and corporate decisions.
Recent Form 8-K filings illustrate how PWP uses current reports to communicate material events. These include the furnishing of quarterly financial results press releases, which summarize revenues, compensation and non-compensation expenses, adjusted and GAAP pre-tax income, and capital management actions such as share repurchases, unit exchanges, and dividends. Other 8-K items disclose board decisions, such as the appointment of new independent directors, changes to the size of the Board, committee assignments, and the frequency of advisory votes on executive compensation.
Perella Weinberg also files 8-K and 8-K/A reports related to shareholder meeting outcomes and subsequent Board determinations, for example regarding how often it will hold advisory votes on named executive officer compensation. Additional filings describe unregistered sales of equity securities under the operating partnership structure, where PWP OpCo partnership units and Class B common stock are exchanged for Class A common stock or cash under the terms of the PWP OpCo limited partnership agreement.
On this page, Stock Titan surfaces these filings with real-time updates from EDGAR and AI-powered summaries that explain the key points in clear language. Users can quickly understand what each filing covers, from earnings announcements and governance changes to equity exchanges and compensation-related votes, without reading every line of the underlying documents. Over time, this archive helps investors track how Perella Weinberg’s advisory business, capital structure, and governance framework are reflected in its SEC reporting.
Wellington Management Group LLP and affiliates report beneficial ownership of Perella Weinberg Partners common stock. The filing shows control over 3,757,859 shares, representing about 5.8% of the class as of the event date. All voting and dispositive power is shared, with no sole authority reported.
The shares are owned of record by clients of various Wellington investment advisers, while Wellington’s holding entities are reported as parent control persons. Wellington certifies the position was acquired and is held in the ordinary course of business and not for changing or influencing control of Perella Weinberg Partners.
Perella Weinberg Partners reported lower 2025 revenue but returned to profitability and continued to return capital to shareholders. Full-year revenues were $750.9 million, down 14% from a record 2024, mainly due to fewer M&A closings, partly offset by stronger financing and capital solutions activity.
GAAP pre-tax income was $51.5 million, with GAAP diluted EPS of $0.47, compared with a loss in 2024. Adjusted pre-tax income was $82.0 million and adjusted EPS was $0.68. In the fourth quarter, revenue was $219.2 million, down 3% year over year but up 33% from the prior quarter, with GAAP diluted EPS of $0.10 and adjusted EPS of $0.17.
The firm highlighted ongoing talent investment, adding twelve partners and eleven managing directors in 2025 and acquiring Devon Park Advisors to build a secondaries advisory capability. As of December 31, 2025, it held $255.9 million of cash, had no debt and an undrawn revolver. During 2025, Perella Weinberg returned $163.4 million to equity holders through share and unit repurchases, net share settlements, and $22.9 million of dividends, and declared a $0.07 per-share quarterly dividend payable in March 2026.
Perella Weinberg Partners reported a planned leadership change in its board. On January 13, 2026, Peter A. Weinberg resigned as Chairman of the Board of Directors, effective June 30, 2026. The company states that his decision was not due to any disagreement about its operations, policies, or practices, which suggests an orderly transition rather than a dispute.
Mr. Weinberg will remain on the Board of Directors and continue serving as a working partner at the firm, so he will still be involved in the business. Effective June 30, 2026, current Chief Executive Officer Andrew Bednar will also become Chairman of the Board, combining the CEO and chair roles in one person.
Perella Weinberg Partners (PWP) reported an insider transaction on a Form 4 involving Class B-1 common stock held by an affiliated entity that is treated as a director. On 11/17/2025, the reporting person made a transaction coded "J" in derivative securities, described as a distribution of Class B-1 shares to one or more of its limited partners.
Each Class B-1 share is linked to Perella Weinberg Partners Class A common stock at a conversion rate of 0.001 Class A share for one Class B-1 share, in connection with exchanges of PWP Holdings LP common units. Following the reported transaction, the reporting person beneficially owned 22,139,506 derivative securities related to these Class B-1 shares.
Perella Weinberg Partners reported issuing 1,320,319 shares of its Class A common stock on November 17, 2025 in a private transaction. These shares were exchanged for 1,319,000 Class A partnership units of PWP Holdings LP and 1,319,000 shares of the Company’s Class B common stock held by certain PWP OpCo limited partners under the PWP OpCo limited partnership agreement.
Under that agreement, non‑Company holders of PWP OpCo Class A units can exchange their units for Class A common stock on a one‑for‑one basis or for cash, at the Company’s option. When a unitholder who also holds Class B common stock exchanges, the same number of Class B shares is automatically converted into Class A common stock or cash at a 1:1000 conversion rate. The new Class A shares were issued in a private placement relying on the Section 4(a)(2) exemption from Securities Act registration.
Perella Weinberg Partners reported softer results for the quarter ended September 30, 2025. Q3 revenue was $164.6 million, down from $278.2 million a year ago, with operating income of $8.9 million. Net income attributable to PWP was $6.0 million, and diluted EPS was $0.08.
For the first nine months, revenue totaled $531.7 million and net income attributable to PWP was $26.1 million, a swing from a loss in the prior year. Operating cash flow was $(61.2) million for the period. Cash and cash equivalents were $185.5 million at September 30, 2025, versus $331.6 million at year-end, and total assets declined to $650.2 million. The company reported no debt and maintained a $50.0 million revolving credit facility.
PWP entered a seven-year New York office sublease that commenced in September 2025, with expected $27.5 million sublease income recognized over the term and lease liabilities of $184.8 million. Redeemable non‑controlling interests were $502.9 million; partners held 23,458,506 OpCo units (26.5% interest). As of November 4, 2025, shares outstanding were 65,350,416 Class A and 23,458,506 Class B.
Perella Weinberg Partners (PWP) furnished a Form 8-K under Item 2.02 to announce its financial results for the third quarter ended September 30, 2025. The results are provided via a press release attached as Exhibit 99.1 and are treated as “furnished,” not “filed,” under the Exchange Act.
The filing includes a forward-looking statements notice referencing statements about the share repurchase program and other matters. Exhibits listed are the Q3 2025 press release (99.1) and the cover page Inline XBRL data file (104). The report was signed by Chief Financial Officer Alexandra Gottschalk.
Robert K. Steel, a director of Perella Weinberg Partners (PWP), reported three separate open-market sales of Class A common stock on September 9-11, 2025. He sold 90,532 shares on 09/09/2025 at a weighted-average price of $21.76 (trades ranged $21.57–$21.96), 51,505 shares on 09/10/2025 at $21.85 (range $21.74–$22.03) and 69,845 shares on 09/11/2025 at $22.42 (range $21.77–$22.61). Following those transactions his beneficial ownership of Class A common stock decreased sequentially to 220,122, then 168,617, and then 98,772 shares. No derivative transactions were reported on this Form 4. The filing was made by one reporting person and signed by an attorney-in-fact, Mark Polemeni, on 09/11/2025.
Perella Weinberg Partners (PWP) insider sale notice: The filer reports a proposed sale of 9,239 common shares, with an aggregate market value of $207,118.98, from an outstanding base of 62,521,774 shares. The sale is scheduled approximately for 09/11/2025 on NASDAQ through Morgan Stanley Smith Barney LLC Executive Financial Services.
The shares were acquired on 09/02/2025 in an exchange of private units from the issuer, with payment described as services rendered. The filing also lists multiple recent open-market sales by Robert Steel and The Robert K. Steel GST Trust in the past three months, including sales on 09/10/2025, 09/09/2025, and 06/11/2025 totaling tens of thousands of shares and gross proceeds shown for each transaction.
Perella Weinberg Partners (PWP) filed a Form 144 reporting a proposed sale of 60,606 shares of common stock with an aggregate market value of $1,358,659.25, to be sold approximately on 09/11/2025 on NASDAQ. The filing states the securities were acquired on 09/02/2025 as performance stock units (14,685 shares) and by exchange of private units (45,921 shares), with payment characterized as services rendered. The notice also discloses multiple sales by Robert Steel and the Robert K. Steel GST Trust within the past three months, including sales on 09/09/2025, 09/10/2025, and 06/11/2025, with gross proceeds reported for each transaction.
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