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Perella Weinberg (NYSE: PWP) director uses 15,301 shares to satisfy tax withholding

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Perella Weinberg Partners director Robert K. Steel reported a tax-related share disposition. On the transaction date, 15,301 shares of Class A common stock were transferred back to the company at $18.64 per share to cover tax withholding tied to vesting restricted stock units.

According to the filing, this was a tax-withholding disposition rather than an open-market sale. After this transaction, Steel’s direct holdings in Perella Weinberg Partners Class A common stock were 189,643 shares.

Positive

  • None.

Negative

  • None.
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*
STEEL ROBERT K

(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)
X Director 10% Owner
Officer (give title below) Other (specify below)
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 15,301(1) D $18.64 189,643 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.

FAQ

What insider transaction did PWP director Robert K. Steel report?

Robert K. Steel reported a tax-withholding disposition of Perella Weinberg Partners Class A common stock. He transferred 15,301 shares back to the company to satisfy tax obligations arising from vesting restricted stock units.

How many PWP shares were used to cover taxes in Robert K. Steel’s Form 4?

The Form 4 shows 15,301 Class A common shares of Perella Weinberg Partners were deemed disposed. These shares were returned to the issuer to satisfy tax withholding obligations linked to the vesting of restricted stock units.

Was Robert K. Steel’s PWP Form 4 transaction an open-market sale?

No, the Form 4 describes a tax-withholding disposition, not an open-market sale. Shares were deemed transferred to Perella Weinberg Partners to cover tax liabilities when restricted stock units vested, according to the filing footnote.

What price per share was reported in Robert K. Steel’s PWP Form 4?

The filing reports a value of $18.64 per share for the 15,301 Perella Weinberg Partners Class A shares used to satisfy tax withholding. This figure reflects the price applied to calculate the tax-related share disposition.

How many PWP shares does Robert K. Steel hold after this Form 4 transaction?

After the tax-withholding disposition, Robert K. Steel directly holds 189,643 shares of Perella Weinberg Partners Class A common stock. This post-transaction balance is explicitly listed in the Form 4 ownership table.

What does transaction code F mean in the PWP Form 4 for Robert K. Steel?

Transaction code F indicates payment of a tax liability or exercise price by delivering securities. In this case, it reflects a deemed disposition of Perella Weinberg Partners shares to satisfy tax withholding on vested restricted stock units.
Perella Weinberg Partners

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