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 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 reported an unregistered equity issuance connected to its partnership exchange structure. On May 18, 2026, the company issued 1,908,084 shares of Class A common stock to certain limited partners of PWP Holdings LP in exchange for 1,906,191 Class A partnership units of PWP OpCo and an equal number of the company’s Class B shares.
Under the PWP OpCo limited partnership agreement, non‑company holders of Class A partnership units may exchange their units for Class A stock on a one‑for‑one basis or for cash, at the company’s option. In a simultaneous step, their Class B shares convert into Class A stock or cash at a 1:1000 (0.001) rate. The new Class A shares were issued privately under the Section 4(a)(2) exemption as a transaction not involving a public offering.
PWP: Form 144 filing reports proposed sales of Common Stock by Alexandra Gottschalk. The notice lists proposed dispositions dated 05/05/2026 and 05/19/2026, showing 51,671 shares valued at $1,020,037.21 and 43,788 shares valued at $769,981.33. The transactions are described as an Exchange of Private Units and Services Rendered.
Alexandra Gottschalk filed a Form 144 reporting a proposed sale of Common Stock. The filing lists 51,671 shares with an aggregate value of $1,020,037.21 and references Morgan Stanley Smith Barney LLC as the broker. Dates shown are 05/05/2026 and 05/18/2026.
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.
PWP filed a Form 144 reporting proposed sales of common stock related to restricted stock vesting and performance stock units. The notice lists multiple vesting tranches with share counts and dates, including 6,487 shares vesting 03/06/2023 and 5,876 shares vesting 02/18/2026.
The entries are described as issuer-issued awards for services rendered and performance vesting under a registered plan; the filing enumerates individual tranches rather than a single aggregate offering amount.
Perella Weinberg Partners reported weaker first-quarter 2026 results, with a swing to an operating loss and sharply lower earnings. Revenue fell 30% to $148.9 million, as fewer fee-paying clients and slower M&A and capital solutions activity offset higher average fees per client.
Total compensation and benefits dropped 18% to $122.1 million, mainly from a lower bonus pool, but equity-based compensation rose with higher headcount and vesting. Non-compensation expenses declined 22% to $39.8 million, reflecting reduced litigation, bad debt expense, and recruiting costs. Net income attributable to Perella Weinberg Partners fell to $1.5 million from $17.3 million, or $0.02 basic EPS.
Operating cash flow was a $109.7 million outflow, driven by annual bonus payments, reducing cash and restricted cash to $78.8 million from $257.1 million. The firm has no debt outstanding and maintains a $50 million revolving credit facility. Subsequent to quarter end, the board declared a quarterly dividend of $0.07 per Class A share, and the company agreed to acquire London-based advisory firm Gleacher Shacklock LLP, expected to close in the second half of 2026 subject to regulatory approval.
Perella Weinberg Partners reported a weaker first quarter of 2026, with revenues of $148.9 million, down 30% from a record $211.8 million a year earlier. The firm posted a GAAP pre-tax loss of $10.6 million and GAAP diluted EPS of $0.02, while adjusted EPS was $0.05.
Compensation and benefits were $122.1 million, and non-compensation expenses fell to $39.8 million, helped by lower professional fees and bad debt expense. The company ended March 31, 2026 with $77.7 million of cash, no debt, and returned $63.8 million to equity holders, including net settlement of about 2.7 million share equivalents and $8.6 million of dividends.
The Board declared a quarterly dividend of $0.07 per Class A share. Alexandra Gottschalk, the current Chief Financial Officer, was appointed to the additional role of Chief Operating Officer, effective April 27, 2026, reflecting her expanded leadership responsibilities.