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Perella Weinberg Partners (PWP) director uses shares to cover tax

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

Rhea-AI Filing Summary

Perella Weinberg Partners director Robert K. Steel reported a small, non-market share disposition tied to equity compensation. On the tax date, 3,093 shares of Class A common stock, valued at $19.35 per share, were deemed transferred back to the company to satisfy tax withholding on vested restricted stock units. Following this tax-withholding disposition, Steel directly holds 174,944 Class A shares.

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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)
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 3,093(1) D $19.35 174,944 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.
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 did Perella Weinberg Partners (PWP) director Robert K. Steel report on this Form 4?

Robert K. Steel reported a tax-related share disposition. 3,093 Class A shares were deemed transferred back to Perella Weinberg Partners to cover tax withholding on vested restricted stock units, rather than sold in the open market.

How many Perella Weinberg Partners shares did Robert K. Steel dispose of for tax withholding?

He disposed of 3,093 Class A common shares to satisfy tax withholding. The shares were deemed delivered to the issuer at $19.35 per share in connection with the vesting of restricted stock units, according to the Form 4 footnote.

Was Robert K. Steel’s Perella Weinberg Partners transaction an open-market sale?

No, it was not an open-market sale. The Form 4 describes a deemed disposition of 3,093 Class A shares back to Perella Weinberg Partners to cover tax withholding obligations when restricted stock units vested.

How many Perella Weinberg Partners shares does Robert K. Steel own after this Form 4 transaction?

After the tax-withholding disposition, Robert K. Steel directly owns 174,944 Class A common shares of Perella Weinberg Partners. This figure reflects his holdings immediately following the 3,093-share transfer back to the company for tax obligations.

What is transaction code F on Robert K. Steel’s Perella Weinberg Partners Form 4?

Transaction code F indicates shares used to pay an exercise price or tax liability. In this case, 3,093 Class A shares were deemed disposed to Perella Weinberg Partners to satisfy tax withholding on the vesting of restricted stock units granted to Robert K. Steel.
Perella Weinberg Partners

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