Every 8-K that Perella Weinberg Partners (PWP) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow PWP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PWP filings page.
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) 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 reported second quarter 2026 revenue of $156.5 million, up 1% year over year, with GAAP pre‑tax income of about $6 million and GAAP diluted EPS of $0.06. On an adjusted basis, pre‑tax income was approximately $27 million and adjusted EPS $0.20, supported by a 16.8% adjusted operating margin and a 63% adjusted compensation margin.
For the first half of 2026, revenue was $305.4 million, down 17% from 2025, reflecting fewer large fee event closings and lower average fees per client. M&A revenue increased year over year, while financing and capital solutions activity declined. GAAP results showed a $5 million pre‑tax loss but $23 million of adjusted pre‑tax income and $0.25 adjusted EPS.
Compensation fell year to date mainly from a lower bonus accrual, and non‑compensation expenses declined on reduced professional fees, litigation spend and rent, partly offset by higher technology costs. As of June 30, 2026, the company held $115.8 million of cash, no debt and an undrawn revolver, after returning $72.7 million to equity holders, including net settlement of 2,763,290 share equivalents at an average price of $20.12 and $14.9 million in dividends. A business realignment focused on higher‑performing areas is underway, with estimated total costs of about $22 million and a further $7.6 million of cash payments expected by around year‑end 2026; the board also declared a quarterly dividend of $0.07 per share.
Perella Weinberg Partners reported the results of its 2026 Annual Meeting of Stockholders held on May 27, 2026. Stockholders elected three Class II directors — Robert K. Steel, R. Edwin Bennet and Houda Dabboussi — to serve until the 2029 annual meeting, with each nominee receiving over 239 million votes in favor.
Stockholders also ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with more than 278 million votes cast for ratification and minimal opposition.
Perella Weinberg Partners reported an unregistered equity issuance connected to its partnership exchange structure. On May 18, 2026, the company issued 1,908,084 shares of Class A common stock to certain limited partners of PWP Holdings LP in exchange for 1,906,191 Class A partnership units of PWP OpCo and an equal number of the company’s Class B shares.
Under the PWP OpCo limited partnership agreement, non‑company holders of Class A partnership units may exchange their units for Class A stock on a one‑for‑one basis or for cash, at the company’s option. In a simultaneous step, their Class B shares convert into Class A stock or cash at a 1:1000 (0.001) rate. The new Class A shares were issued privately under the Section 4(a)(2) exemption as a transaction not involving a public offering.
Perella Weinberg Partners reported a weaker first quarter of 2026, with revenues of $148.9 million, down 30% from a record $211.8 million a year earlier. The firm posted a GAAP pre-tax loss of $10.6 million and GAAP diluted EPS of $0.02, while adjusted EPS was $0.05.
Compensation and benefits were $122.1 million, and non-compensation expenses fell to $39.8 million, helped by lower professional fees and bad debt expense. The company ended March 31, 2026 with $77.7 million of cash, no debt, and returned $63.8 million to equity holders, including net settlement of about 2.7 million share equivalents and $8.6 million of dividends.
The Board declared a quarterly dividend of $0.07 per Class A share. Alexandra Gottschalk, the current Chief Financial Officer, was appointed to the additional role of Chief Operating Officer, effective April 27, 2026, reflecting her expanded leadership responsibilities.
Perella Weinberg Partners entered into a Sale and Purchase Deed to acquire 100% of the membership interests of a limited liability partnership organized under the laws of England and Wales. The closing is subject to customary conditions, including required regulatory approvals, and is expected in the second half of the year.
As part of the purchase consideration, the company will issue shares of its Class A common stock. This includes an aggregate of 1,127,529 shares at closing and an aggregate of 2,255,058 additional shares in three annual tranches on each of the first, second, and third anniversaries of closing, which are subject to forfeiture in certain circumstances. Further contingent consideration may be payable in shares based on fees from specified client engagements, calculated using the volume-weighted average trading price over defined periods.
The shares will be issued in an unregistered private transaction relying on the Section 4(a)(2) exemption under the Securities Act and will be "restricted securities" under Rule 144. The company has agreed that resales by the sellers may occur pursuant to a registration statement (or supplement) it will file or under another available exemption.
Perella Weinberg Partners reported lower 2025 revenue but returned to profitability and continued to return capital to shareholders. Full-year revenues were $750.9 million, down 14% from a record 2024, mainly due to fewer M&A closings, partly offset by stronger financing and capital solutions activity.
GAAP pre-tax income was $51.5 million, with GAAP diluted EPS of $0.47, compared with a loss in 2024. Adjusted pre-tax income was $82.0 million and adjusted EPS was $0.68. In the fourth quarter, revenue was $219.2 million, down 3% year over year but up 33% from the prior quarter, with GAAP diluted EPS of $0.10 and adjusted EPS of $0.17.
The firm highlighted ongoing talent investment, adding twelve partners and eleven managing directors in 2025 and acquiring Devon Park Advisors to build a secondaries advisory capability. As of December 31, 2025, it held $255.9 million of cash, had no debt and an undrawn revolver. During 2025, Perella Weinberg returned $163.4 million to equity holders through share and unit repurchases, net share settlements, and $22.9 million of dividends, and declared a $0.07 per-share quarterly dividend payable in March 2026.
Perella Weinberg Partners reported a planned leadership change in its board. On January 13, 2026, Peter A. Weinberg resigned as Chairman of the Board of Directors, effective June 30, 2026. The company states that his decision was not due to any disagreement about its operations, policies, or practices, which suggests an orderly transition rather than a dispute.
Mr. Weinberg will remain on the Board of Directors and continue serving as a working partner at the firm, so he will still be involved in the business. Effective June 30, 2026, current Chief Executive Officer Andrew Bednar will also become Chairman of the Board, combining the CEO and chair roles in one person.
Perella Weinberg Partners reported issuing 1,320,319 shares of its Class A common stock on November 17, 2025 in a private transaction. These shares were exchanged for 1,319,000 Class A partnership units of PWP Holdings LP and 1,319,000 shares of the Company’s Class B common stock held by certain PWP OpCo limited partners under the PWP OpCo limited partnership agreement.
Under that agreement, non‑Company holders of PWP OpCo Class A units can exchange their units for Class A common stock on a one‑for‑one basis or for cash, at the Company’s option. When a unitholder who also holds Class B common stock exchanges, the same number of Class B shares is automatically converted into Class A common stock or cash at a 1:1000 conversion rate. The new Class A shares were issued in a private placement relying on the Section 4(a)(2) exemption from Securities Act registration.
Perella Weinberg Partners (PWP) furnished a Form 8-K under Item 2.02 to announce its financial results for the third quarter ended September 30, 2025. The results are provided via a press release attached as Exhibit 99.1 and are treated as “furnished,” not “filed,” under the Exchange Act.
The filing includes a forward-looking statements notice referencing statements about the share repurchase program and other matters. Exhibits listed are the Q3 2025 press release (99.1) and the cover page Inline XBRL data file (104). The report was signed by Chief Financial Officer Alexandra Gottschalk.