Perella Weinberg CFO uses 1,609 shares for taxes

Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported a small share disposition related to tax withholding.

Rhea-AI Filing Summary

Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported a small share disposition related to tax withholding. On the vesting of restricted stock units, 1,609 shares of Class A common stock were deemed disposed of at $18.64 per share to satisfy tax withholding obligations. After this tax-withholding transaction, she beneficially owned 124,163 shares of Class A common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 1,609 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	1,609	$18.64	$30K

Holdings After Transaction: Class A Common Stock — 124,163 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 PWP CFO Alexandra Gottschalk report on this Form 4?

Alexandra Gottschalk reported a tax-related share disposition. 1,609 shares of Perella Weinberg Partners Class A common stock were deemed surrendered to the issuer to cover withholding taxes upon the vesting of restricted stock units, rather than being sold in the open market.

Was the PWP CFO’s Form 4 transaction an open-market sale of shares?

No, the Form 4 describes a tax-withholding disposition, not an open-market sale. Shares were deemed disposed of back to the issuer to satisfy tax obligations triggered by restricted stock unit vesting, a common administrative mechanism for equity compensation.

How many PWP shares were used for tax withholding in the CFO’s transaction?

The transaction involved 1,609 shares of Class A common stock. These shares were deemed disposed of to Perella Weinberg Partners to cover tax withholding obligations arising from the vesting of restricted stock units granted as part of the CFO’s compensation.

What price per share was reported for the PWP CFO’s tax-withholding disposition?

The Form 4 lists a transaction price of $18.64 per share. This price is used to calculate the value of the 1,609 Class A shares deemed surrendered to Perella Weinberg Partners to satisfy the CFO’s related tax withholding obligations.

How many Perella Weinberg Partners shares does the CFO hold after this Form 4 transaction?

After the tax-withholding disposition, Alexandra Gottschalk beneficially owned 124,163 shares of Perella Weinberg Partners Class A common stock. This post-transaction figure reflects her remaining direct holdings following the deemed surrender of 1,609 shares for tax purposes.

What does transaction code F mean on the PWP CFO’s Form 4?

Transaction code F indicates shares were used to pay an exercise price or tax liability. In this case, the CFO’s 1,609 Class A shares were deemed disposed of to Perella Weinberg Partners to satisfy tax withholding obligations tied to restricted stock unit vesting.

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

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Accepted by SEC EDGAR 03/09/2026 - 09:11 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
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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)
03/05/2026

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	03/05/2026		F		1,609(1)	D	$18.64	124,163	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	03/09/2026
	** 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.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.