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.
Robert K. Steel, a director of Perella Weinberg Partners (PWP), reported transactions on 09/02/2025 exchanging PWP OpCo units and Class B-1 common shares for Class A common stock. The filing shows an exchange that resulted in acquisition entries of 197,000 Class A shares (and 197 Class A shares in a separate line) at $0 and conversion of 197,000 Class B-1 shares into Class A at a conversion rate of 0.001 Class A per Class B-1 share. After the reported transactions, Mr. Steel beneficially owned 310,457 and 310,654 Class A shares on two reported lines and held derivative and unit-related positions tied to 198,083 underlying Class A shares. The report reflects internal reorganizations and unit-to-share exchanges, not purchases for cash.
Perella Weinberg Partners reporting person PWP VoteCo Professionals LP distributed 1,498,883 Class B-1 common shares on 09/02/2025. The Form 4 shows the distribution was reported as a non-derivative transaction and lists 23,458,506 Class A common shares beneficially owned following the transaction. The filing explains that holders of PWP OpCo common units may exchange those units for Class A shares or cash, and that when such exchanges occur the corresponding Class B-1 shares are surrendered and converted at a rate of 0.001 Class A share per Class B-1 share. The report is signed by an authorized person on 09/03/2025.
Perella Weinberg Partners (PWP) reported insider transactions by a reporting officer identified as the Chief Financial Officer. Performance-based restricted stock units (PSUs) vested on 08/31/2025, converting into 4,000 shares of Class A common stock. To satisfy tax withholding obligations, 4,000 shares were deemed surrendered to the issuer, and the reporting person’s beneficial ownership after that vesting event was 96,767 shares. On 09/02/2025 the reporting person disposed of 1,630 shares at $22.13 per share, leaving 95,137 shares beneficially owned following the sale.
Robert K. Steel, a director of Perella Weinberg Partners (PWP), reported equity changes tied to vesting of performance-based restricted stock units. On 08/31/2025, 30,000 performance-based stock units vested and were reported as acquired at $0, increasing his beneficial ownership to 128,772 shares. A subsequent transaction on 09/02/2025 shows a deemed disposition of 15,315 Class A shares at $22.13, which the filer explains was to satisfy tax withholding obligations, leaving beneficial ownership of 113,457 shares. The PSU grant originated on 08/31/2021 and vested after both service and stock-price performance conditions were met.
Perella Weinberg Partners director Houda Dabboussi reported an acquisition of 2,281 Class A common stock units on 08/08/2025. The units are unvested restricted stock units (RSUs) that vest in three equal installments on the 12-, 24- and 36-month anniversaries of the grant date, with each RSU representing a contingent right to one share. The award is recorded at a $0 price and is held in direct ownership form. No derivative securities are reported on this Form 4, and the filing includes an explanatory remark describing the RSU vesting conditions.
Perella Weinberg Partners (PWP) reported a Form 4 showing that director Bennett Roy Edwin received 2,281 units of Class A common stock on 08/08/2025 as an award of restricted stock units (RSUs). The filing lists the grant at $0 per share, consistent with a compensation award rather than a purchase. The 2,281 RSUs are unvested and vest in three equal installments on the 12, 24 and 36 month anniversaries of the grant date, subject to continued board service. Following the transaction Mr. Bennett is reported to beneficially own 2,281 shares in a direct ownership form.
Becker Dietrich, identified as a Director and President of Perella Weinberg Partners (PWP), reported a sale of Class A common stock on 08/08/2025. The disclosure shows 177,553 shares were disposed of with a weighted-average price of $22.20; the filing states the individual transactions ranged between $22.20 and $22.51.
After the reported sale, the reporting person beneficially owned 368,469 shares of Class A common stock on a direct basis. The form includes an undertaking to provide full trade-level details on request.
Perella Weinberg Partners is reported to have 4,352,753 shares beneficially owned by affiliates of Wellington Management, representing 6.86% of the outstanding common stock. The filing shows shared voting power of 2,612,545 shares and shared dispositive power of 4,352,753, with no sole voting or dispositive power reported.
The securities are owned of record by clients of Wellington Investment Advisers and, according to the filing, are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. Multiple Wellington entities are named as reporting persons and the filing discloses the internal ownership and adviser structure through which these client positions are held.
Perella Weinberg Partners director Roy Edwin Bennett filed an initial ownership report on Form 3. This filing establishes his status as an insider of the company but does not list any stock purchases, sales, or other equity transactions. It is a routine compliance disclosure.
Perella Weinberg Partners (PWP) Form 3 filed for Houda Dabboussi reports an initial statement of beneficial ownership related to her role as a Director. The event date is 07/30/2025. The filing states no securities are beneficially owned by the reporting person. The Form 3 was signed by an attorney-in-fact on 08/08/2025.