[144] Perella Weinberg Partners SEC Filing

Rhea-AI Filing Summary

Form 144 notice for Perella Weinberg Partners (PWP) reports a proposed sale of 78,556 common shares valued at approximately $1,709,496.39, to be executed on 09/09/2025 through Morgan Stanley Smith Barney LLC on Nasdaq. The filing shows those 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 discloses a prior sale by Robert Steel of 28,214 shares on 06/11/2025 for gross proceeds of $528,947.61. The filer certifies no undisclosed material adverse information is known at the time of this notice.

Positive

• None.

Negative

• Proposed insider sale of 78,556 shares valued at approximately $1,709,496.39, which increases insider liquidity activity.
• Prior sale disclosed: Robert Steel sold 28,214 shares on 06/11/2025 for $528,947.61, showing recent insider dispositions.

Insights

Financial Analyst

TL;DR Insider notice: proposed sale of 78,556 shares (~$1.71M) following a recent acquisition by exchange; prior sale of 28,214 shares.

This Form 144 documents an insider disposition of common stock that was recently acquired in an exchange for services on 09/02/2025. The proposed sale is scheduled for 09/09/2025 through a major broker, indicating a standard brokered transaction under Rule 144. The prior sale by Robert Steel on 06/11/2025 (28,214 shares for $528,947.61) provides recent context for insider liquidity activity. From a financial perspective, the disclosed amounts are modest in isolation but relevant for monitoring insider selling patterns relative to total outstanding shares (62,521,774 reported outstanding).

Corporate Governance Expert

TL;DR Filing shows compliance with Rule 144 for insider sale; acquisition via service-exchange noted, and signer affirms no undisclosed material information.

The notice appropriately discloses the nature of acquisition (exchange of private units) and the form of payment (services rendered), which is important for transparency about why the insider holds shares. Use of a trading broker and the signed certification align with Rule 144 procedural requirements. There is no disclosure here of any material adverse information or trading plan dates; the filing is a compliance disclosure rather than an operational disclosure about the issuer.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	78556	1709496.39	62521774	09/09/2025	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	09/02/2025	Exchange of Private Units	Issuer			78556	09/02/2025	Services Rendered

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
ROBERT STEEL 767 Fifth Avenue New York NY 10153	Common	06/11/2025	28214	528947.61

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 for PWP disclose about the proposed sale?

The form discloses a proposed sale of 78,556 common shares valued at about $1,709,496.39, to occur on 09/09/2025 through Morgan Stanley Smith Barney LLC on NASDAQ.

How were the 78,556 shares acquired according to the filing?

The shares were acquired on 09/02/2025 in an exchange of private units from the issuer, with payment described as services rendered.

Does the filing show any recent insider sales for PWP?

Yes. Robert Steel sold 28,214 shares on 06/11/2025 for gross proceeds of $528,947.61.

Which broker is handling the proposed sale in the Form 144?

Morgan Stanley Smith Barney LLC (Executive Financial Services, 1 New York Plaza, New York, NY) is listed as the broker for the proposed sale.

Does the filer state any undisclosed material information in the Form 144?

The signer represents they do not know any material adverse information about the issuer that has not been publicly disclosed.