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.
The Vanguard Group amended its Schedule 13G/A for Perella Weinberg Partners. The amendment (Amendment No. 2) states The Vanguard Group reports 0 shares beneficially owned and 0% of the common stock class. The filing attributes the change to an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, with certain subsidiaries now reporting holdings separately. The filing is signed by Ashley Grim on March 27, 2026.
Perella Weinberg Partners director Robert K. Steel reported a tax-related share disposition. On the transaction date, 15,301 shares of Class A common stock were transferred back to the company at $18.64 per share to cover tax withholding tied to vesting restricted stock units.
According to the filing, this was a tax-withholding disposition rather than an open-market sale. After this transaction, Steel’s direct holdings in Perella Weinberg Partners Class A common stock were 189,643 shares.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported a small share disposition related to tax withholding. On the vesting of restricted stock units, 1,609 shares of Class A common stock were deemed disposed of at $18.64 per share to satisfy tax withholding obligations. After this tax-withholding transaction, she beneficially owned 124,163 shares of Class A common stock.
Perella Weinberg Partners director entity PWP VoteCo Professionals LP reported an internal reallocation involving 215,000 shares of Class B-1 common stock at $0.02 per share. After this transaction, the reporting entity held 21,924,506 Class B-1 shares.
Footnotes explain that Class B-1 shares are tied to PWP Holdings LP units held by partners and are surrendered and converted into Class A common stock or cash when those partnership units are exchanged. The reported event reflects a distribution of Class B-1 shares by the reporting entity to one or more of its limited partners, consistent with this exchange structure.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported the vesting and conversion of performance-based stock units into Class A common stock. On February 28, 2026, 4,000 performance-based stock units vested and were exercised at $0.00 per unit, delivering 4,000 Class A shares.
Each unit represents a right to receive one share of Class A stock. These awards vest over time and only if stock price targets of $12, $13.50, $15, and $17 are met for sustained trading periods. After this transaction, Gottschalk directly owned 125,772 Class A shares.
Perella Weinberg Partners director Robert K. Steel acquired shares through an equity award vesting. On February 28, 2026, he exercised 30,000 performance-based stock units, which represent contingent rights to receive one share of Class A common stock each, at a price of $0.00 per unit. This exercise delivered 30,000 shares of Class A common stock, bringing his directly held Class A stake to 204,944 shares. The units were originally granted on August 31, 2021 and vested after specified service periods and stock price performance hurdles were achieved.
Perella Weinberg Partners is a global independent advisory firm focused on strategic and financial advice across M&A, restructuring, capital markets and related services. For the year ended December 31, 2025, it generated $750.9 million in revenue, down from $878.0 million in 2024, but produced operating income of $48.0 million versus operating losses in 2024 and 2023. Management attributes prior losses largely to amortization of equity-based compensation tied to its 2021 business combination, with key awards fully amortized in 2024.
The firm serves clients through 549 advisory professionals, including 75 advisory partners, within a total workforce of 736 employees across twelve offices in five countries. Major risks highlighted include exposure to changing market and deal conditions, heavy reliance on contingent advisory fees, the need to recruit and retain senior talent, extensive U.S. and international regulation, cybersecurity and operational risks, and potential litigation inherent in financial advisory work.
Perella Weinberg Partners’ Chairman Peter A. Weinberg reported a tax-related share disposition. On the vesting of restricted stock units, he surrendered 11,844 shares of Class A common stock to the company at $19.35 per share to cover tax withholding obligations. After this deemed disposition back to the issuer, he directly holds 1,954,900 Class A shares.
Perella Weinberg Partners director Robert K. Steel reported a small, non-market share disposition tied to equity compensation. On the tax date, 3,093 shares of Class A common stock, valued at $19.35 per share, were deemed transferred back to the company to satisfy tax withholding on vested restricted stock units. Following this tax-withholding disposition, Steel directly holds 174,944 Class A shares.
Perella Weinberg Partners President Becker Dietrich reported a tax-related share disposition. On February 24, he transferred 16,052 shares of Class A common stock back to the company at $19.35 per share to satisfy tax withholding obligations tied to vesting restricted stock units. After this deemed disposition, he directly owns 410,488 Class A shares.