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 (PWP) reports that PWP VoteCo Professionals LP distributed 1,997,030 shares of its Class B-1 Common Stock to one or more of its limited partners on September 1, 2026, as an other disposition. Following this restructuring transaction, it holds 18,021,285 Class B-1 shares directly.
According to the partnership exchange structure, PWP Holdings LP Common Units held by partners other than the issuer can be exchanged for Class A Common Stock or cash, with a concurrent surrender and conversion of an equal number of Class B-1 shares at a rate of 0.001 Class A share per Class B-1 share. No Rule 10b5-1 trading plan is reported for this filing.
Perella Weinberg Partners (PWP) reported an unregistered issuance of 1,999,015 shares of Class A common stock on September 1, 2026. These shares were issued in exchange for 1,997,030 Class A partnership units of PWP Holdings LP and an equal number of Class B common shares held by certain limited partners under the PWP OpCo limited partnership agreement.
The PWP OpCo agreement permits holders of Class A partnership units (other than the Company) to exchange those units for Class A common stock on a one-for-one basis, or for cash, at the Company’s option. In simultaneous exchanges, corresponding Class B shares convert into Class A shares or cash at a 1:1000 (0.001) conversion rate. The issuance relied on the Section 4(a)(2) private-offering exemption under the Securities Act.
Perella Weinberg Partners (PWP) director Robert K. Steel reported the vesting and settlement of performance-based stock units on August 31, 2026. He exercised 30,000 PSUs, receiving an equivalent 30,000 shares of Class A common stock, and had 15,298 shares withheld to cover tax obligations. The PSUs vested after both service-based conditions and stock price performance hurdles, with no Rule 10b5-1 trading plan reported.
Perella Weinberg Partners (PWP) reported that on August 31, 2026, CFO and COO Alexandra Gottschalk exercised 4,000 Performance-Based Stock Units (PSUs), converting them into 4,000 shares of Class A common stock. These PSUs vested upon satisfaction of specified service-based and performance-based vesting conditions.
On the same date, 1,626 shares of Class A common stock were deemed disposed to the issuer at $16.98 per share to satisfy tax withholding obligations related to the vesting. No Rule 10b5-1 trading plan is reported for these transactions.
Perella Weinberg Partners (PWP) director Peter A. Weinberg reported the vesting and exercise of performance-based stock units into common stock. On August 31, 2026, 680,336 PSUs were exercised for 680,336 shares of Class A common stock, leaving no PSUs and resulting in 2,635,236 common shares held directly. These PSUs vested after service-based and performance-based conditions were achieved, including stock price targets between $15 and $30.
Perella Weinberg Partners (PWP) director and president Becker Dietrich exercised previously granted performance-based stock units into Class A common stock. On August 31, 2026, 968,964 performance-based stock units vested and were converted into 968,964 shares of Class A common stock at a reported price of $0.00 per share. Following this conversion, Dietrich holds 1,379,452 shares of Class A common stock directly and no remaining performance-based stock units from this grant, after service-based and performance-based vesting conditions tied to multi-year service and stock-price hurdles were achieved.
Perella Weinberg Partners (PWP) reported that Chairman and CEO Andrew Bednar had a large award of performance-based restricted stock units vest and convert into Class A common shares on August 31, 2026. The vesting covered 968,964 units, each representing one share of Class A common stock.
The units vested after both service-based and performance-based conditions were met, including stock price hurdles measured over specified trading-day periods. Following the conversion, Bednar held 2,030,224 Class A common shares directly, and no performance-based units of this award remained outstanding. No Rule 10b5-1 trading plan is reported.
Perella Weinberg Partners (PWP) reported that on September 1, 2026 it filed a prospectus supplement to its effective automatic shelf registration statement on Form S-3ASR. The supplement covers the resale from time to time of 1,127,529 shares of the company’s Class A common stock, par value $0.0001 per share, by certain stockholders. The filing also includes a legal opinion from Mayer Brown LLP regarding the validity of these shares.
Perella Weinberg Partners (PWP) has filed a prospectus supplement for the resale of up to 1,127,529 shares of Class A common stock by certain selling holders. These shares are being registered on a shelf basis for potential sales from time to time as described under the plan of distribution.
The company will not receive any proceeds from sales by the selling holders, though it will bear registration, Nasdaq listing, legal and audit expenses. As of August 28, 2026, 75,293,996 shares of Class A common stock were outstanding; this is a baseline figure, not the amount being offered.
The registered shares form part of stock consideration for an April 13, 2026 acquisition of a U.K. limited liability partnership. In addition to the 1,127,529 shares issued at closing, the agreement includes up to 2,255,058 additional shares in three annual tranches plus contingent, performance-based share consideration.
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.