Perella Weinberg Partners SEC Filings

Perella Weinberg Partners (PWP) reported insider transactions by a reporting officer identified as the Chief Financial Officer. Performance-based restricted stock units (PSUs) vested on 08/31/2025, converting into 4,000 shares of Class A common stock. To satisfy tax withholding obligations, 4,000 shares were deemed surrendered to the issuer, and the reporting person’s beneficial ownership after that vesting event was 96,767 shares. On 09/02/2025 the reporting person disposed of 1,630 shares at $22.13 per share, leaving 95,137 shares beneficially owned following the sale.

Robert K. Steel, a director of Perella Weinberg Partners (PWP), reported equity changes tied to vesting of performance-based restricted stock units. On 08/31/2025, 30,000 performance-based stock units vested and were reported as acquired at $0, increasing his beneficial ownership to 128,772 shares. A subsequent transaction on 09/02/2025 shows a deemed disposition of 15,315 Class A shares at $22.13, which the filer explains was to satisfy tax withholding obligations, leaving beneficial ownership of 113,457 shares. The PSU grant originated on 08/31/2021 and vested after both service and stock-price performance conditions were met.

Perella Weinberg Partners director Houda Dabboussi reported an acquisition of 2,281 Class A common stock units on 08/08/2025. The units are unvested restricted stock units (RSUs) that vest in three equal installments on the 12-, 24- and 36-month anniversaries of the grant date, with each RSU representing a contingent right to one share. The award is recorded at a $0 price and is held in direct ownership form. No derivative securities are reported on this Form 4, and the filing includes an explanatory remark describing the RSU vesting conditions.

Perella Weinberg Partners (PWP) reported a Form 4 showing that director Bennett Roy Edwin received 2,281 units of Class A common stock on 08/08/2025 as an award of restricted stock units (RSUs). The filing lists the grant at $0 per share, consistent with a compensation award rather than a purchase. The 2,281 RSUs are unvested and vest in three equal installments on the 12, 24 and 36 month anniversaries of the grant date, subject to continued board service. Following the transaction Mr. Bennett is reported to beneficially own 2,281 shares in a direct ownership form.

Becker Dietrich, identified as a Director and President of Perella Weinberg Partners (PWP), reported a sale of Class A common stock on 08/08/2025. The disclosure shows 177,553 shares were disposed of with a weighted-average price of $22.20; the filing states the individual transactions ranged between $22.20 and $22.51.

After the reported sale, the reporting person beneficially owned 368,469 shares of Class A common stock on a direct basis. The form includes an undertaking to provide full trade-level details on request.

Perella Weinberg Partners is reported to have 4,352,753 shares beneficially owned by affiliates of Wellington Management, representing 6.86% of the outstanding common stock. The filing shows shared voting power of 2,612,545 shares and shared dispositive power of 4,352,753, with no sole voting or dispositive power reported.

The securities are owned of record by clients of Wellington Investment Advisers and, according to the filing, are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. Multiple Wellington entities are named as reporting persons and the filing discloses the internal ownership and adviser structure through which these client positions are held.

Perella Weinberg Partners (PWP) Form 3 filed for Houda Dabboussi reports an initial statement of beneficial ownership related to her role as a Director. The event date is 07/30/2025. The filing states no securities are beneficially owned by the reporting person. The Form 3 was signed by an attorney-in-fact on 08/08/2025.

Perella Weinberg Partners (PWP) filed a Form 144 proposing to sell 177,553 Class A common shares, with an aggregate market value of $3,586,854.68. The sale is to be executed through Morgan Stanley Smith Barney LLC on NASDAQ with an approximate sale date of 08/08/2025. The issuer has 62,521,774 shares outstanding, so the proposed sale represents about 0.28% of outstanding shares.

The securities were acquired in two vesting events under a registered restricted stock plan: 76,287 shares vested on 11/20/2024 and 101,266 shares vested on 01/21/2025; payment is listed as services rendered. The form reports Nothing to Report for securities sold in the past three months. Filer identification fields in the provided content are blank.