PWP CFO acquires 4,000 shares via PSU vesting

Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported the vesting and conversion of performance-based stock units into Class A common stock.

Rhea-AI Filing Summary

Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported the vesting and conversion of performance-based stock units into Class A common stock. On February 28, 2026, 4,000 performance-based stock units vested and were exercised at $0.00 per unit, delivering 4,000 Class A shares.

Each unit represents a right to receive one share of Class A stock. These awards vest over time and only if stock price targets of $12, $13.50, $15, and $17 are met for sustained trading periods. After this transaction, Gottschalk directly owned 125,772 Class A shares.

Insider Trade Summary

4,000 shares exercised/converted

Exercise 2 txns

Insider Gottschalk Alexandra

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise	Performance-Based Stock Units	4,000	$0.00	$0.00
Exercise	Class A Common Stock	4,000	$0.00	$0.00

Holdings After Transaction: Performance-Based Stock Units — 4,000 contracts (Direct); Class A Common Stock — 125,772 shares (Direct)

Footnotes (3)

1. F1. Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock.
2. F2. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date.
3. F3. These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions.

FAQ

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

What insider transaction did PWP CFO Alexandra Gottschalk report on February 28, 2026?

Alexandra Gottschalk reported the vesting and exercise of 4,000 performance-based stock units into 4,000 shares of Perella Weinberg Partners Class A common stock at a price of $0.00 per share, reflecting previously granted equity compensation tied to specific conditions.

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

After the reported transaction, Alexandra Gottschalk directly owned 125,772 shares of Perella Weinberg Partners Class A common stock. This total reflects the addition of 4,000 shares received upon the vesting and conversion of performance-based stock units on February 28, 2026.

What are performance-based stock units (PSUs) in the PWP CFO’s Form 4 filing?

In this filing, each performance-based stock unit represents a contingent right to receive one share of Perella Weinberg Partners Class A common stock. The PSUs convert to shares only when both time-based service conditions and specified stock price performance hurdles are successfully achieved.

What vesting conditions applied to the PWP performance-based stock units reported?

The performance-based stock units vest in five equal installments over 36 to 60 months of service and require stock price hurdles of $12, $13.50, $15, and $17 to be achieved for 20 out of 30 consecutive trading days before the sixth anniversary of the grant date.

When did the reported performance-based stock units for PWP’s CFO vest?

The 4,000 performance-based stock units vested on February 28, 2026. Vesting occurred after certain service-based and performance-based conditions were satisfied, including the achievement of required stock price hurdles over a defined trading day period specified in the award terms.

Did the PWP CFO pay any exercise price for the 4,000 vested shares?

No cash exercise price was paid for these shares. The Form 4 shows that the 4,000 performance-based stock units converted into 4,000 Class A common shares at a transaction price per share of $0.00, consistent with the terms of the PSU award.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 03/03/2026 - 06:46 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)
02/28/2026

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	02/28/2026		M		4,000	A	$0	125,772	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
Performance-Based Stock Units	(1)	02/28/2026		M			4,000	(2)(3)	(2)(3)	Class A Common Stock	4,000	$0	4,000	D

Explanation of Responses:

1. Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock.

2. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date.

3. These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions.

Remarks:

	/s/ Justin Kamen, Authorized Person	03/03/2026
	** 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.