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 reported issuing 1,320,319 shares of its Class A common stock on November 17, 2025 in a private transaction. These shares were exchanged for 1,319,000 Class A partnership units of PWP Holdings LP and 1,319,000 shares of the Company’s Class B common stock held by certain PWP OpCo limited partners under the PWP OpCo limited partnership agreement.
Under that agreement, non‑Company holders of PWP OpCo Class A units can exchange their units for Class A common stock on a one‑for‑one basis or for cash, at the Company’s option. When a unitholder who also holds Class B common stock exchanges, the same number of Class B shares is automatically converted into Class A common stock or cash at a 1:1000 conversion rate. The new Class A shares were issued in a private placement relying on the Section 4(a)(2) exemption from Securities Act registration.
Perella Weinberg Partners reported softer results for the quarter ended September 30, 2025. Q3 revenue was $164.6 million, down from $278.2 million a year ago, with operating income of $8.9 million. Net income attributable to PWP was $6.0 million, and diluted EPS was $0.08.
For the first nine months, revenue totaled $531.7 million and net income attributable to PWP was $26.1 million, a swing from a loss in the prior year. Operating cash flow was $(61.2) million for the period. Cash and cash equivalents were $185.5 million at September 30, 2025, versus $331.6 million at year-end, and total assets declined to $650.2 million. The company reported no debt and maintained a $50.0 million revolving credit facility.
PWP entered a seven-year New York office sublease that commenced in September 2025, with expected $27.5 million sublease income recognized over the term and lease liabilities of $184.8 million. Redeemable non‑controlling interests were $502.9 million; partners held 23,458,506 OpCo units (26.5% interest). As of November 4, 2025, shares outstanding were 65,350,416 Class A and 23,458,506 Class B.
Perella Weinberg Partners (PWP) furnished a Form 8-K under Item 2.02 to announce its financial results for the third quarter ended September 30, 2025. The results are provided via a press release attached as Exhibit 99.1 and are treated as “furnished,” not “filed,” under the Exchange Act.
The filing includes a forward-looking statements notice referencing statements about the share repurchase program and other matters. Exhibits listed are the Q3 2025 press release (99.1) and the cover page Inline XBRL data file (104). The report was signed by Chief Financial Officer Alexandra Gottschalk.
Robert K. Steel, a director of Perella Weinberg Partners (PWP), reported three separate open-market sales of Class A common stock on September 9-11, 2025. He sold 90,532 shares on 09/09/2025 at a weighted-average price of $21.76 (trades ranged $21.57–$21.96), 51,505 shares on 09/10/2025 at $21.85 (range $21.74–$22.03) and 69,845 shares on 09/11/2025 at $22.42 (range $21.77–$22.61). Following those transactions his beneficial ownership of Class A common stock decreased sequentially to 220,122, then 168,617, and then 98,772 shares. No derivative transactions were reported on this Form 4. The filing was made by one reporting person and signed by an attorney-in-fact, Mark Polemeni, on 09/11/2025.
Perella Weinberg Partners (PWP) insider sale notice: The filer reports a proposed sale of 9,239 common shares, with an aggregate market value of $207,118.98, from an outstanding base of 62,521,774 shares. The sale is scheduled approximately for 09/11/2025 on NASDAQ through Morgan Stanley Smith Barney LLC Executive Financial Services.
The shares were acquired on 09/02/2025 in an exchange of private units from the issuer, with payment described as services rendered. The filing also lists multiple recent open-market sales by Robert Steel and The Robert K. Steel GST Trust in the past three months, including sales on 09/10/2025, 09/09/2025, and 06/11/2025 totaling tens of thousands of shares and gross proceeds shown for each transaction.
Perella Weinberg Partners (PWP) filed a Form 144 reporting a proposed sale of 60,606 shares of common stock with an aggregate market value of $1,358,659.25, to be sold approximately on 09/11/2025 on NASDAQ. The filing states the securities were acquired on 09/02/2025 as performance stock units (14,685 shares) and by exchange of private units (45,921 shares), with payment characterized as services rendered. The notice also discloses multiple sales by Robert Steel and the Robert K. Steel GST Trust within the past three months, including sales on 09/09/2025, 09/10/2025, and 06/11/2025, with gross proceeds reported for each transaction.
Form 144 notice for PWP (Perella Weinberg Partners) shows a proposed sale of 6,813 common shares valued at $148,842.93 with an approximate sale date of 09/10/2025 on NASDAQ. The shares being offered were acquired on 09/02/2025 in an exchange of private units from the issuer and the consideration is recorded as services rendered. The filing also discloses three sales by related parties during the past three months totaling 118,546 shares for gross proceeds of $2,500,059.72 across trade dates 06/11/2025 and 09/09/2025. The filing includes the required attestation that the seller is not aware of undisclosed material adverse information. The issuer name and several filer identifiers are not provided in the visible content.
Form 144 notice for Perella Weinberg Partners (PWP): An insider notifies intent to sell 44,692 common shares on 09/10/2025 through Morgan Stanley Smith Barney LLC, with an aggregate market value of $976,381.65 based on the filing. The filer reports acquiring these shares on 09/02/2025 in an exchange of private units with payment described as services rendered. The filing also discloses recent sales by Robert Steel and an associated trust totaling 118,746 shares sold on 06/11/2025 and 09/09/2025 with combined gross proceeds shown in the filing. The filer affirms no undisclosed material adverse information and includes the standard certification regarding accuracy and Rule 10b5-1 plan disclosure.
Form 144 notice for Perella Weinberg Partners (PWP) reports a proposed sale of 78,556 common shares valued at approximately $1,709,496.39, to be executed on 09/09/2025 through Morgan Stanley Smith Barney LLC on Nasdaq. The filing shows those shares were acquired on 09/02/2025 in an exchange of private units from the issuer, with payment described as services rendered. The filing also discloses a prior sale by Robert Steel of 28,214 shares on 06/11/2025 for gross proceeds of $528,947.61. The filer certifies no undisclosed material adverse information is known at the time of this notice.
Perella Weinberg Partners (PWP) filed a Form 144 reporting a proposed Rule 144 sale of 11,976 common shares through Morgan Stanley Smith Barney, with an aggregate market value of $260,615.72 and an approximate sale date of 09/09/2025. The filing shows these shares were acquired on 09/02/2025 in an exchange of private units and paid as services rendered. The notice also discloses a prior sale on 06/11/2025 of 28,214 shares for $528,947.61. The filer certifies no undisclosed material adverse information.