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.
The Perella Weinberg Partners (PWP) SEC filings page on Stock Titan provides access to the firm’s regulatory disclosures as a Nasdaq-listed investment banking advisory company. Perella Weinberg files a range of documents with the U.S. Securities and Exchange Commission, including Form 8-K current reports, annual and quarterly reports, and governance-related filings that together describe its operations, financial condition, and corporate decisions.
Recent Form 8-K filings illustrate how PWP uses current reports to communicate material events. These include the furnishing of quarterly financial results press releases, which summarize revenues, compensation and non-compensation expenses, adjusted and GAAP pre-tax income, and capital management actions such as share repurchases, unit exchanges, and dividends. Other 8-K items disclose board decisions, such as the appointment of new independent directors, changes to the size of the Board, committee assignments, and the frequency of advisory votes on executive compensation.
Perella Weinberg also files 8-K and 8-K/A reports related to shareholder meeting outcomes and subsequent Board determinations, for example regarding how often it will hold advisory votes on named executive officer compensation. Additional filings describe unregistered sales of equity securities under the operating partnership structure, where PWP OpCo partnership units and Class B common stock are exchanged for Class A common stock or cash under the terms of the PWP OpCo limited partnership agreement.
On this page, Stock Titan surfaces these filings with real-time updates from EDGAR and AI-powered summaries that explain the key points in clear language. Users can quickly understand what each filing covers, from earnings announcements and governance changes to equity exchanges and compensation-related votes, without reading every line of the underlying documents. Over time, this archive helps investors track how Perella Weinberg’s advisory business, capital structure, and governance framework are reflected in its SEC reporting.
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.
Wellington Management Group LLP and affiliates report beneficial ownership of Perella Weinberg Partners common stock. The filing shows control over 3,757,859 shares, representing about 5.8% of the class as of the event date. All voting and dispositive power is shared, with no sole authority reported.
The shares are owned of record by clients of various Wellington investment advisers, while Wellington’s holding entities are reported as parent control persons. Wellington certifies the position was acquired and is held in the ordinary course of business and not for changing or influencing control of Perella Weinberg Partners.
Perella Weinberg Partners reported lower 2025 revenue but returned to profitability and continued to return capital to shareholders. Full-year revenues were $750.9 million, down 14% from a record 2024, mainly due to fewer M&A closings, partly offset by stronger financing and capital solutions activity.
GAAP pre-tax income was $51.5 million, with GAAP diluted EPS of $0.47, compared with a loss in 2024. Adjusted pre-tax income was $82.0 million and adjusted EPS was $0.68. In the fourth quarter, revenue was $219.2 million, down 3% year over year but up 33% from the prior quarter, with GAAP diluted EPS of $0.10 and adjusted EPS of $0.17.
The firm highlighted ongoing talent investment, adding twelve partners and eleven managing directors in 2025 and acquiring Devon Park Advisors to build a secondaries advisory capability. As of December 31, 2025, it held $255.9 million of cash, had no debt and an undrawn revolver. During 2025, Perella Weinberg returned $163.4 million to equity holders through share and unit repurchases, net share settlements, and $22.9 million of dividends, and declared a $0.07 per-share quarterly dividend payable in March 2026.
Perella Weinberg Partners reported a planned leadership change in its board. On January 13, 2026, Peter A. Weinberg resigned as Chairman of the Board of Directors, effective June 30, 2026. The company states that his decision was not due to any disagreement about its operations, policies, or practices, which suggests an orderly transition rather than a dispute.
Mr. Weinberg will remain on the Board of Directors and continue serving as a working partner at the firm, so he will still be involved in the business. Effective June 30, 2026, current Chief Executive Officer Andrew Bednar will also become Chairman of the Board, combining the CEO and chair roles in one person.
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.