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’ Chairman Peter A. Weinberg reported a tax-related share disposition. On the vesting of restricted stock units, he surrendered 11,844 shares of Class A common stock to the company at $19.35 per share to cover tax withholding obligations. After this deemed disposition back to the issuer, he directly holds 1,954,900 Class A shares.
Perella Weinberg Partners director Robert K. Steel reported a small, non-market share disposition tied to equity compensation. On the tax date, 3,093 shares of Class A common stock, valued at $19.35 per share, were deemed transferred back to the company to satisfy tax withholding on vested restricted stock units. Following this tax-withholding disposition, Steel directly holds 174,944 Class A shares.
Perella Weinberg Partners President Becker Dietrich reported a tax-related share disposition. On February 24, he transferred 16,052 shares of Class A common stock back to the company at $19.35 per share to satisfy tax withholding obligations tied to vesting restricted stock units. After this deemed disposition, he directly owns 410,488 Class A shares.
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.