[144] Perella Weinberg Partners SEC Filing

Rhea-AI Filing Summary

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.

Positive

• Transparent disclosure of the proposed sale under Rule 144 including exact share count and market value
• Acquisitions are clearly identified as performance stock units and exchange of private units, showing compensation origins
• Signer represents no undisclosed material information, aligning with required attestation on Form 144

Negative

• Multiple recent insider sales by Robert Steel and an associated trust in the past three months, including sizeable transactions on 09/09/2025 and 09/10/2025
• Planned sale shortly after grant date (acquired 09/02/2025; proposed sale 09/11/2025), which may attract investor attention regarding insider liquidity

Insights

Securities Analyst

TL;DR: Insider proposes to sell ~60.6k shares (~$1.36M) after recent insider sales; acquisitions were equity awards tied to services.

The Form 144 documents a planned Rule 144 sale of 60,606 common shares valued at $1,358,659.25 with an approximate sale date of 09/11/2025 on NASDAQ. Acquisition records show the shares were granted on 09/02/2025 as performance stock units and an exchange of private units, paid as services rendered. The filing also lists multiple recent dispositions by Robert Steel and an associated trust across June and September 2025 with disclosed gross proceeds, which investors commonly monitor for insider liquidity but do not, by themselves, indicate company operational changes.

Corporate Governance Expert

TL;DR: The filing is a routine Rule 144 disclosure showing insider compensation vesting and subsequent planned sales; governance representation included.

The notice includes the signer’s representation that they lack material nonpublic information and references Rule 10b5-1 plan language. The reported acquisitions (performance stock units and exchange of private units) reflect typical equity-based compensation structures. Multiple recorded sales by the same individual and trust over a short period are disclosed, which is relevant for governance transparency and compliance review.

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	60606	1358659.25	62521774	09/11/2025	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	Performance Stock Units	Issuer			14685	09/02/2025	Services Rendered
Common	09/02/2025	Exchange of Private Units	Issuer			45921	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	09/10/2025	44692	976381.65
THE ROBERT K. STEEL GST TRUST 767 Fifth Avenue New York NY 10153	Common	09/10/2025	6813	148842.93
ROBERT STEEL 767 Fifth Avenue New York NY 10153	Common	09/09/2025	78556	1709496.39
THE ROBERT K. STEEL GST TRUST 767 Fifth Avenue New York NY 10153	Common	09/09/2025	11976	260615.72
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 filed for PWP report?

The Form 144 reports a proposed sale of 60,606 PWP common shares valued at $1,358,659.25, with an approximate sale date of 09/11/2025 on NASDAQ.

How were the shares being sold acquired according to the filing?

The filing states the shares were acquired on 09/02/2025 as performance stock units (14,685) and by exchange of private units (45,921), with payment described as services rendered.

Who sold shares in the past three months as disclosed in the filing?

The filing lists sales by Robert Steel and The Robert K. Steel GST Trust on dates including 06/11/2025, 09/09/2025, and 09/10/2025, with reported gross proceeds for each sale.

Does the filing state whether the seller has material nonpublic information?

Yes. By signing the notice the person represents they do not know any material adverse information about the issuer that has not been publicly disclosed.

On which exchange is the proposed sale expected to occur?

The proposed sale is indicated to occur on NASDAQ.