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.
Perella Weinberg Partners filings document the public-company disclosures of an independent advisory firm with Class A common stock registered on the Nasdaq Global Select Market. Its 8-K reports cover operating and financial results, material events, capital-structure matters and governance changes tied to the firm’s advisory platform.
Proxy materials describe board matters, executive compensation, equity awards and shareholder voting procedures. Other filings address the relationship between Perella Weinberg Partners, PWP Holdings LP and PWP OpCo unit holders, including exchange mechanics involving Class A common stock, Class B common stock and operating partnership units.
Perella Weinberg Partners has a large shareholder group led by Wellington Management Group LLP and related entities, which report beneficial ownership of 5,189,199 shares of common stock, representing 7.31% of the class as of June 30, 2026.
The Wellington entities report no sole voting or dispositive power, but shared voting power over 2,798,929 shares and shared dispositive power over up to 5,189,199 shares. The shares are owned of record by clients of various Wellington investment advisers, which retain the economic rights, and no single client is said to hold more than five percent of the class.
Perella Weinberg Partners disclosed that Chairman and CEO Andrew Bednar sold 235,697 shares of Class A common stock on August 5–7, 2026. The shares, sold at weighted average prices of $17.3600, $17.1700 and $17.4100 per share, were disposed solely to satisfy tax withholding obligations arising from vested restricted stock units, and the Rule 10b5-1 checkbox was not selected.
PWP insider Andrew Bednar filed a Form 144 indicating a proposed sale of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The notice covers 77,753 common shares with an aggregate market value of $1,353,368.72 to be sold on NASDAQ around August 7, 2026.
The filing ties these shares to vested performance stock units for services rendered and lists prior sales over the past three months totaling 157,944 shares for approximately $2.73 million.
Perella Weinberg Partners shareholder Andrew Bednar has filed a notice related to planned sales of common stock, with Morgan Stanley Smith Barney LLC Executive Financial Services listed as the broker. The securities are associated with Performance Stock Units received from the issuer for services rendered, with an indicated sale date of August 6, 2026. The filing also reports that during the past three months Bednar sold 77,899 shares of common stock on August 5, 2026 for aggregate proceeds of $1,352,575.92.
FMR LLC and Abigail P. Johnson report beneficial ownership of Perella Weinberg Partners Class A common stock on an amended Schedule 13G. FMR LLC reports beneficial ownership of 9,897,190.96 shares, representing 13.9% of the Class A common stock. FMR LLC has sole voting power over 9,896,595.00 shares and sole dispositive power over 9,897,190.96 shares. Abigail P. Johnson reports sole dispositive power over 9,897,190.96 shares and no voting power. One or more other persons have rights to receive dividends or sale proceeds, but no such person holds more than five percent of the outstanding Class A shares. Subsidiaries involved in acquiring the securities are identified in Exhibit 99.
Teachers Advisors, LLC, a Delaware entity, reports beneficial ownership of Perella Weinberg Partners common stock on a Schedule 13G. The filing lists 3,601,078 shares beneficially owned, representing 5.07% of the class, with the CUSIP identified as 71367G102.
Within this position, Teachers Advisors, LLC reports 142,358 shares over which it has sole power to vote and sole power to dispose, and no shared voting or dispositive power. The filing notes that certain other persons may have rights to dividends or sale proceeds in respect of these securities, as described in an attached Exhibit A.
TIAA-CREF Investment Management, LLC, a Delaware entity, reports a passive ownership stake in Perella Weinberg Partners common stock on a Schedule 13G. TCIM states that it beneficially owns 3,601,078 shares, representing 5.07% of the outstanding common stock. Of this position, TCIM reports sole power to vote and dispose of 1,425,334 shares and no shared voting or dispositive power. The filing notes that other persons may have rights to receive dividends or sale proceeds with respect to these securities, as further described in an attached exhibit.
Nuveen Asset Management, LLC reports beneficial ownership of Perella Weinberg Partners common stock. NAM is organized in Delaware and lists its principal business office in Chicago, Illinois.
NAM states that it beneficially owned 3,601,078 shares of Perella Weinberg Partners common stock, representing 5.07% of the class. Within this position, NAM reports sole power to vote or direct the vote, and sole power to dispose2,033,386 shares, with no shared voting or dispositive power. The filing notes that other persons may have rights to receive dividends or sale proceeds for these securities, as described in an attached exhibit.
Vanguard Capital Management reports beneficial ownership of Perella Weinberg Partners common stock. It holds 3,563,591 shares, representing 5.01% of the class as of June 30, 2026. Vanguard has sole voting power over 531,136 shares and sole dispositive power over 3,563,591 shares, with no shared voting or dispositive power.
The position reflects securities beneficially owned or deemed to be beneficially owned by Vanguard Capital Management LLC and certain affiliates and business divisions, including various Vanguard entities and funds. Vanguard and related managed accounts have rights to dividends and sale proceeds, but no other single person has an interest in more than 5% of the class through these holdings.