Perella Weinberg CFO covers taxes with shares

Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported an administrative share transaction.

Rhea-AI Filing Summary

Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported an administrative share transaction. On February 24, 2026, 1,633 shares of Class A common stock were deemed disposed at $19.35 per share to cover tax withholding tied to vesting restricted stock units.

These shares went back to the company rather than being sold on the open market. After this tax-withholding disposition, Gottschalk directly holds 121,772 shares of Perella Weinberg Partners Class A common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 1,633 shares

Exercise Price or Tax Liability 1 txn

Insider Gottschalk Alexandra

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Class A Common Stock	1,633	$19.35	$32K

Holdings After Transaction: Class A Common Stock — 121,772 shares (Direct)

Footnotes (1)

1. F1. Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did Perella Weinberg (PWP) report for its CFO?

Perella Weinberg’s CFO, Alexandra Gottschalk, reported a deemed disposition of 1,633 Class A shares. The shares were returned to the company to satisfy tax withholding obligations triggered by the vesting of restricted stock units, rather than being sold on the open market.

Was the Perella Weinberg (PWP) CFO’s Form 4 a market sale of shares?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. 1,633 Class A shares were surrendered back to Perella Weinberg to cover tax liabilities from vesting restricted stock units, as described in the filing’s explanatory footnote.

How many Perella Weinberg (PWP) shares were involved in the CFO’s tax-withholding event?

The event involved 1,633 shares of Perella Weinberg Class A common stock. They were deemed disposed at a reported price of $19.35 per share to satisfy tax withholding obligations associated with the vesting of restricted stock units granted to the CFO.

How many Perella Weinberg (PWP) shares does the CFO hold after this Form 4 transaction?

Following the reported tax-withholding disposition, CFO Alexandra Gottschalk directly holds 121,772 shares of Perella Weinberg Partners Class A common stock. This figure reflects her direct ownership after 1,633 shares were surrendered back to the issuer for tax purposes.

What does transaction code "F" mean in the Perella Weinberg (PWP) CFO’s Form 4?

Transaction code “F” indicates shares were used to pay an exercise price or tax liability. In this case, 1,633 Class A shares were deemed disposed to Perella Weinberg to cover tax withholding tied to the vesting of restricted stock units granted to the CFO.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 02/26/2026 - 07:44 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Gottschalk Alexandra

(Last) (First) (Middle)

767 FIFTH AVENUE

(Street)

NEW YORK NY 10153

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Perella Weinberg Partners [ PWP ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
02/24/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	02/24/2026		F		1,633(1)	D	$19.35	121,772	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units.

Remarks:

	/s/ Justin Kamen, Authorized Person	02/26/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
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