Welcome to our dedicated page for Perella Weinberg Partners SEC filings (Ticker: PWP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Perella Weinberg Partners filings document the public-company disclosures of an independent advisory firm with Class A common stock registered on the Nasdaq Global Select Market. Its 8-K reports cover operating and financial results, material events, capital-structure matters and governance changes tied to the firm’s advisory platform.
Proxy materials describe board matters, executive compensation, equity awards and shareholder voting procedures. Other filings address the relationship between Perella Weinberg Partners, PWP Holdings LP and PWP OpCo unit holders, including exchange mechanics involving Class A common stock, Class B common stock and operating partnership units.
Perella Weinberg Partners reported Q2 2026 revenue of $156.5 million, up 1% from Q2 2025, and net income attributable to the company of $5.3 million, or $0.06 diluted EPS. For the first six months of 2026, revenue was $305.4 million, a 17% year-over-year decline, with net income attributable to the company of $6.8 million. A pre-tax loss of $4.6 million year-to-date was offset by a $10.1 million tax benefit, including benefits tied to equity-based compensation.
Total compensation and benefits reached $115.9 million in Q2, up 7%, reflecting hiring and Business Realignment costs, while non-compensation expenses fell 6% to $35.6 million on lower litigation costs and sublease income. Management expects about $8.5 million of additional realignment expense in the second half of 2026. Non-operating income was $1.0 million versus a $2.7 million loss a year earlier, helped by a gain on contingent consideration.
Cash and cash equivalents were $115.8 million at June 30, 2026, down from $255.9 million at year-end after $60.9 million of operating cash outflow and $72.7 million of financing outflows, mainly tax withholding on vested awards and dividends. The company has no debt and an undrawn $50.0 million revolving credit facility, continues a $200.0 million Class A share repurchase program with $60.2 million remaining, agreed to acquire Gleacher Shacklock LLP, and its board declared a quarterly dividend of $0.07 per Class A share.
Perella Weinberg Partners reported second quarter 2026 revenue of $156.5 million, up 1% year over year, with GAAP pre‑tax income of about $6 million and GAAP diluted EPS of $0.06. On an adjusted basis, pre‑tax income was approximately $27 million and adjusted EPS $0.20, supported by a 16.8% adjusted operating margin and a 63% adjusted compensation margin.
For the first half of 2026, revenue was $305.4 million, down 17% from 2025, reflecting fewer large fee event closings and lower average fees per client. M&A revenue increased year over year, while financing and capital solutions activity declined. GAAP results showed a $5 million pre‑tax loss but $23 million of adjusted pre‑tax income and $0.25 adjusted EPS.
Compensation fell year to date mainly from a lower bonus accrual, and non‑compensation expenses declined on reduced professional fees, litigation spend and rent, partly offset by higher technology costs. As of June 30, 2026, the company held $115.8 million of cash, no debt and an undrawn revolver, after returning $72.7 million to equity holders, including net settlement of 2,763,290 share equivalents at an average price of $20.12 and $14.9 million in dividends. A business realignment focused on higher‑performing areas is underway, with estimated total costs of about $22 million and a further $7.6 million of cash payments expected by around year‑end 2026; the board also declared a quarterly dividend of $0.07 per share.
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.
PWP submitted a Form 144 notice related to proposed sales of Common Stock tied to issuance events under registered plans. The filing lists a 100,000 share figure alongside $1,576,220.00 and $72,918,000 with an exchange date of 06/12/2026. The notice itemizes planned or reportable dispositions from vesting and performance-related issuances on 02/18/2026 (16,645 shares), 02/24/2026 (3,274 shares), 03/05/2026 (14,699 shares) and an 05/18/2026 exchange (65,382 shares). The listed broker/dealer is Morgan Stanley Smith Barney LLC Executive Financial Services in New York.
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 reported the results of its 2026 Annual Meeting of Stockholders held on May 27, 2026. Stockholders elected three Class II directors — Robert K. Steel, R. Edwin Bennet and Houda Dabboussi — to serve until the 2029 annual meeting, with each nominee receiving over 239 million votes in favor.
Stockholders also ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with more than 278 million votes cast for ratification and minimal opposition.