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 entered into a Sale and Purchase Deed to acquire 100% of the membership interests of a limited liability partnership organized under the laws of England and Wales. The closing is subject to customary conditions, including required regulatory approvals, and is expected in the second half of the year.
As part of the purchase consideration, the company will issue shares of its Class A common stock. This includes an aggregate of 1,127,529 shares at closing and an aggregate of 2,255,058 additional shares in three annual tranches on each of the first, second, and third anniversaries of closing, which are subject to forfeiture in certain circumstances. Further contingent consideration may be payable in shares based on fees from specified client engagements, calculated using the volume-weighted average trading price over defined periods.
The shares will be issued in an unregistered private transaction relying on the Section 4(a)(2) exemption under the Securities Act and will be "restricted securities" under Rule 144. The company has agreed that resales by the sellers may occur pursuant to a registration statement (or supplement) it will file or under another available exemption.
Perella Weinberg Partners is asking stockholders to vote at its virtual 2026 annual meeting on May 27, 2026. Investors will elect three Class II directors (Robert K. Steel, R. Edwin Bennett and Houda Dabboussi) and ratify Ernst & Young LLP as independent auditor for 2026.
The company explains its controlled-company status under Nasdaq rules, where VoteCo Professionals holds high-vote Class B-1 shares and designates a significant portion of the board. After the meeting, the board will have nine directors and will no longer have a majority of independent directors, though all audit committee members remain independent.
The proxy details 2025 compensation for key executives, combining salary, discretionary cash bonuses and RSU grants. CEO Andrew Bednar received total reported compensation of about $5.1 million, while the median employee earned $301,104, resulting in a CEO pay ratio of roughly 17 to 1.
The Vanguard Group amended its Schedule 13G/A for Perella Weinberg Partners. The amendment (Amendment No. 2) states The Vanguard Group reports 0 shares beneficially owned and 0% of the common stock class. The filing attributes the change to an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, with certain subsidiaries now reporting holdings separately. The filing is signed by Ashley Grim on March 27, 2026.
Perella Weinberg Partners director Robert K. Steel reported a tax-related share disposition. On the transaction date, 15,301 shares of Class A common stock were transferred back to the company at $18.64 per share to cover tax withholding tied to vesting restricted stock units.
According to the filing, this was a tax-withholding disposition rather than an open-market sale. After this transaction, Steel’s direct holdings in Perella Weinberg Partners Class A common stock were 189,643 shares.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported a small share disposition related to tax withholding. On the vesting of restricted stock units, 1,609 shares of Class A common stock were deemed disposed of at $18.64 per share to satisfy tax withholding obligations. After this tax-withholding transaction, she beneficially owned 124,163 shares of Class A common stock.
Perella Weinberg Partners director entity PWP VoteCo Professionals LP reported an internal reallocation involving 215,000 shares of Class B-1 common stock at $0.02 per share. After this transaction, the reporting entity held 21,924,506 Class B-1 shares.
Footnotes explain that Class B-1 shares are tied to PWP Holdings LP units held by partners and are surrendered and converted into Class A common stock or cash when those partnership units are exchanged. The reported event reflects a distribution of Class B-1 shares by the reporting entity to one or more of its limited partners, consistent with this exchange structure.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported the vesting and conversion of performance-based stock units into Class A common stock. On February 28, 2026, 4,000 performance-based stock units vested and were exercised at $0.00 per unit, delivering 4,000 Class A shares.
Each unit represents a right to receive one share of Class A stock. These awards vest over time and only if stock price targets of $12, $13.50, $15, and $17 are met for sustained trading periods. After this transaction, Gottschalk directly owned 125,772 Class A shares.
Perella Weinberg Partners director Robert K. Steel acquired shares through an equity award vesting. On February 28, 2026, he exercised 30,000 performance-based stock units, which represent contingent rights to receive one share of Class A common stock each, at a price of $0.00 per unit. This exercise delivered 30,000 shares of Class A common stock, bringing his directly held Class A stake to 204,944 shares. The units were originally granted on August 31, 2021 and vested after specified service periods and stock price performance hurdles were achieved.
Perella Weinberg Partners is a global independent advisory firm focused on strategic and financial advice across M&A, restructuring, capital markets and related services. For the year ended December 31, 2025, it generated $750.9 million in revenue, down from $878.0 million in 2024, but produced operating income of $48.0 million versus operating losses in 2024 and 2023. Management attributes prior losses largely to amortization of equity-based compensation tied to its 2021 business combination, with key awards fully amortized in 2024.
The firm serves clients through 549 advisory professionals, including 75 advisory partners, within a total workforce of 736 employees across twelve offices in five countries. Major risks highlighted include exposure to changing market and deal conditions, heavy reliance on contingent advisory fees, the need to recruit and retain senior talent, extensive U.S. and international regulation, cybersecurity and operational risks, and potential litigation inherent in financial advisory work.