Every Form 4 that Perella Weinberg Partners (PWP) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow PWP and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PWP filings page.
Perella Weinberg Partners (PWP) reports that PWP VoteCo Professionals LP distributed 1,997,030 shares of its Class B-1 Common Stock to one or more of its limited partners on September 1, 2026, as an other disposition. Following this restructuring transaction, it holds 18,021,285 Class B-1 shares directly.
According to the partnership exchange structure, PWP Holdings LP Common Units held by partners other than the issuer can be exchanged for Class A Common Stock or cash, with a concurrent surrender and conversion of an equal number of Class B-1 shares at a rate of 0.001 Class A share per Class B-1 share. No Rule 10b5-1 trading plan is reported for this filing.
Perella Weinberg Partners (PWP) director Robert K. Steel reported the vesting and settlement of performance-based stock units on August 31, 2026. He exercised 30,000 PSUs, receiving an equivalent 30,000 shares of Class A common stock, and had 15,298 shares withheld to cover tax obligations. The PSUs vested after both service-based conditions and stock price performance hurdles, with no Rule 10b5-1 trading plan reported.
Perella Weinberg Partners (PWP) reported that on August 31, 2026, CFO and COO Alexandra Gottschalk exercised 4,000 Performance-Based Stock Units (PSUs), converting them into 4,000 shares of Class A common stock. These PSUs vested upon satisfaction of specified service-based and performance-based vesting conditions.
On the same date, 1,626 shares of Class A common stock were deemed disposed to the issuer at $16.98 per share to satisfy tax withholding obligations related to the vesting. No Rule 10b5-1 trading plan is reported for these transactions.
Perella Weinberg Partners (PWP) director Peter A. Weinberg reported the vesting and exercise of performance-based stock units into common stock. On August 31, 2026, 680,336 PSUs were exercised for 680,336 shares of Class A common stock, leaving no PSUs and resulting in 2,635,236 common shares held directly. These PSUs vested after service-based and performance-based conditions were achieved, including stock price targets between $15 and $30.
Perella Weinberg Partners (PWP) director and president Becker Dietrich exercised previously granted performance-based stock units into Class A common stock. On August 31, 2026, 968,964 performance-based stock units vested and were converted into 968,964 shares of Class A common stock at a reported price of $0.00 per share. Following this conversion, Dietrich holds 1,379,452 shares of Class A common stock directly and no remaining performance-based stock units from this grant, after service-based and performance-based vesting conditions tied to multi-year service and stock-price hurdles were achieved.
Perella Weinberg Partners (PWP) reported that Chairman and CEO Andrew Bednar had a large award of performance-based restricted stock units vest and convert into Class A common shares on August 31, 2026. The vesting covered 968,964 units, each representing one share of Class A common stock.
The units vested after both service-based and performance-based conditions were met, including stock price hurdles measured over specified trading-day periods. Following the conversion, Bednar held 2,030,224 Class A common shares directly, and no performance-based units of this award remained outstanding. No Rule 10b5-1 trading plan is reported.
Perella Weinberg Partners disclosed that Chairman and CEO Andrew Bednar sold 235,697 shares of Class A common stock on August 5–7, 2026. The shares, sold at weighted average prices of $17.3600, $17.1700 and $17.4100 per share, were disposed solely to satisfy tax withholding obligations arising from vested restricted stock units, and the Rule 10b5-1 checkbox was not selected.
Perella Weinberg Partners director Robert K. Steel sold 100,000 shares of Class A Common Stock in an open-market transaction at a weighted average price of $15.76 per share. After this sale, he directly holds 287,922 shares of the company’s Class A Common Stock.
Bennett Roy Edwin reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Roy Edwin Bennett received an equity grant of 5,429 shares of Class A Common Stock on May 27, 2026. These are unvested restricted stock units that vest at the company’s next general annual stockholder meeting, if he continues serving on the board through that date. After this award, he beneficially owns 7,710 shares directly.
Dabboussi Houda reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Dabboussi Houda received an equity grant of 5,429 shares of Class A Common Stock as a compensation award. The shares were granted at no cash purchase price and increase the director’s direct holdings to 7,710 shares.
According to the footnote, the 5,429 shares are unvested restricted stock units that will vest on the date of Perella Weinberg Partners’ next general annual stockholder meeting following the grant date, provided the director continues board service through that date. This filing reflects a stock-based compensation award rather than an open-market transaction.
FASCITELLI ELIZABETH C reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Elizabeth C. Fascitelli received an equity grant of 5,429 shares of Class A Common Stock. The award was recorded at a price of $0.00 per share as a grant, not an open-market purchase.
After this grant, she directly holds 49,586 shares of Class A Common Stock. The position includes 5,429 unvested shares subject to restricted stock unit awards that are scheduled to vest on the date of the company’s next general annual stockholder meeting, conditioned on her continued board service through that date.
MUGFORD KRISTIN W reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Kristin W. Mugford received an award of 5,429 shares of Class A common stock on May 27, 2026 as a grant, with no cash price per share.
According to the footnote, these 5,429 shares are unvested restricted stock units that vest on the date of Perella Weinberg Partners' next general annual stockholder meeting, subject to her continued board service. Following this grant, she directly holds 49,586 shares of Class A common stock.
Perella Weinberg Partners director Jorma J. Ollila reported a tax-related share disposition. On May 27, 2026, 1,696 shares of Class A Common Stock were surrendered to the company at $18.97 per share to satisfy tax withholding on vested restricted stock units. After this non‑market transaction, Ollila directly holds 32,309 shares of Class A Common Stock.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported a mix of equity conversions and stock sales. On May 18, she exercised PWP Holdings LP Common Units and related Class B-1 common stock into Class A common stock or cash under the company’s exchange structure, including a small disposition to the issuer.
On May 19 and 20, she executed open-market sales totaling 57,806 shares of Class A common stock at weighted average prices of about $17.58 and $17.46 per share across multiple trades. After these transactions, she directly holds 72,492 Class A shares.
Perella Weinberg Partners director Robert K. Steel reported option-style exchanges and a small share return to the company. On May 18, 2026, he disposed of 2.08 Class A shares back to the issuer at $18.37 per share and exercised derivative positions tied to PWP Holdings LP units and Class B-1 shares.
The filing shows exchanges of PWP Holdings LP Common Units and related Class B-1 shares into Class A common stock or cash, following the company’s exchange structure described in the footnotes. Overall, the activity is primarily a technical equity-for-equity or equity-for-cash conversion, and Steel continues to hold a significant direct Class A position.
Perella Weinberg Partners affiliate PWP VoteCo Professionals LP reported an internal restructuring transaction involving 1,906,191 shares of Class B-1 Common Stock at $0.02 per share. After the transaction, the reporting person directly held 20,018,315 Class B-1 shares.
Footnotes explain that PWP Holdings LP (PWP OpCo) common units held by partners can later be exchanged into Class A common stock or cash. In connection with such exchanges, associated Class B-1 shares are surrendered and converted into Class A shares or cash at a rate of 0.001 Class A share per Class B-1 share, with the reporting person distributing Class B-1 shares to applicable limited partners immediately before any exchange.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk sold 51,671 shares of Class A Common Stock in an open-market transaction. The shares were sold at a weighted average price of $19.74 per share, with individual trade prices ranging between $19.48 and $20.00. After this sale, she continues to hold 72,492 shares directly.
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.
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.
Perella Weinberg Partners director entity PWP VoteCo Professionals LP reported an internal reallocation involving 215,000 shares of Class B-1 common stock at $0.02 per share. After this transaction, the reporting entity held 21,924,506 Class B-1 shares.
Footnotes explain that Class B-1 shares are tied to PWP Holdings LP units held by partners and are surrendered and converted into Class A common stock or cash when those partnership units are exchanged. The reported event reflects a distribution of Class B-1 shares by the reporting entity to one or more of its limited partners, consistent with this exchange structure.
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.
Perella Weinberg Partners director Robert K. Steel acquired shares through an equity award vesting. On February 28, 2026, he exercised 30,000 performance-based stock units, which represent contingent rights to receive one share of Class A common stock each, at a price of $0.00 per unit. This exercise delivered 30,000 shares of Class A common stock, bringing his directly held Class A stake to 204,944 shares. The units were originally granted on August 31, 2021 and vested after specified service periods and stock price performance hurdles were achieved.
Perella Weinberg Partners’ Chairman Peter A. Weinberg reported a tax-related share disposition. On the vesting of restricted stock units, he surrendered 11,844 shares of Class A common stock to the company at $19.35 per share to cover tax withholding obligations. After this deemed disposition back to the issuer, he directly holds 1,954,900 Class A shares.
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.
Perella Weinberg Partners President Becker Dietrich reported a tax-related share disposition. On February 24, he transferred 16,052 shares of Class A common stock back to the company at $19.35 per share to satisfy tax withholding obligations tied to vesting restricted stock units. After this deemed disposition, he directly owns 410,488 Class A shares.
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.
Perella Weinberg Partners Chief Executive Officer Andrew Bednar reported equity award activity involving performance-based stock units and Class A common stock. On February 24, 2026, he exercised 474,850 performance-based stock units, which converted into 474,850 shares of Class A common stock at a stated price of $0.00 per share.
Following this conversion, his direct holdings of Class A common stock increased to 1,312,547 shares before tax withholding. On the same date, 15,590 shares of Class A common stock were withheld and deemed disposed of at $19.35 per share to satisfy tax withholding obligations related to the vesting of restricted stock units, leaving 1,296,957 shares directly owned.
Footnotes explain that each performance-based restricted stock unit represents one share of Class A common stock and that these units were granted on February 24, 2023. The units vested on February 24, 2026 after meeting both service-based vesting schedules and performance conditions tied to specific stock price targets over defined trading periods.
Perella Weinberg Partners director and CEO Andrew Bednar reported equity compensation and related tax withholding transactions in Class A common stock. He acquired 224,206 shares on February 13, 2026 as a grant of restricted stock units at $0.00 per share, which vest in three equal annual installments on the first, second and third anniversaries of the grant date. On February 18, 2026, 62,945 shares at $20.79 per share were deemed disposed to the company to satisfy tax withholding obligations tied to vesting restricted stock units. Following these transactions, he directly owned 837,697 Class A shares.
Perella Weinberg Partners president Dietrich Becker reported two equity-related transactions involving Class A common stock. On February 13, he acquired 106,617 shares at $0.00 per share as a grant of restricted stock units that vest in three equal annual installments, subject to continued service.
On February 18, he reported a tax-withholding disposition of 48,546 shares at $20.79 per share, representing shares deemed delivered back to the issuer to cover tax obligations from RSU vesting. After the February 18 transaction, he directly owned 426,540 shares of Class A common stock.
Perella Weinberg Partners’ Chief Financial Officer Alexandra Gottschalk reported equity compensation-related transactions in Class A common stock. On a grant date, she acquired 32,243 shares through a stock award priced at $0.0000 per share, structured as restricted stock units that vest in three equal installments on the first, second and third anniversaries of the grant date.
In a separate transaction, 3,975 shares were transferred back to the company at $20.79 per share to cover tax withholding obligations tied to the vesting of previously granted restricted stock units. After these transactions, she directly owned 123,405 shares of Class A common stock. These movements reflect compensation and tax withholding mechanics rather than open-market trading.
Perella Weinberg Partners director Robert K. Steel reported equity compensation activity involving Class A Common Stock. On February 13, he acquired 96,089 shares through a grant of restricted stock units at $0.00 per share, which will vest in three equal annual installments based on continued service. On February 18, 16,824 shares were deemed disposed at $20.79 per share to cover tax withholding obligations triggered by RSU vesting, rather than an open-market sale. After these transactions, Steel directly held 178,037 Class A shares.
Perella Weinberg Partners (PWP) reported an insider transaction on a Form 4 involving Class B-1 common stock held by an affiliated entity that is treated as a director. On 11/17/2025, the reporting person made a transaction coded "J" in derivative securities, described as a distribution of Class B-1 shares to one or more of its limited partners.
Each Class B-1 share is linked to Perella Weinberg Partners Class A common stock at a conversion rate of 0.001 Class A share for one Class B-1 share, in connection with exchanges of PWP Holdings LP common units. Following the reported transaction, the reporting person beneficially owned 22,139,506 derivative securities related to these Class B-1 shares.