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 (PWP) filed a Form 144 proposing to sell 177,553 Class A common shares, with an aggregate market value of $3,586,854.68. The sale is to be executed through Morgan Stanley Smith Barney LLC on NASDAQ with an approximate sale date of 08/08/2025. The issuer has 62,521,774 shares outstanding, so the proposed sale represents about 0.28% of outstanding shares.
The securities were acquired in two vesting events under a registered restricted stock plan: 76,287 shares vested on 11/20/2024 and 101,266 shares vested on 01/21/2025; payment is listed as services rendered. The form reports Nothing to Report for securities sold in the past three months. Filer identification fields in the provided content are blank.
FMR LLC (Fidelity) and Abigail P. Johnson have filed Amendment No. 3 to Schedule 13G disclosing a 13.4% passive stake in Perella Weinberg Partners (PWP). As of 30 Jun 2025, the reporting persons beneficially own 8,506,940.71 Class A shares (CUSIP 71367G102).
• Sole voting power: 8,505,087 shares
• Sole dispositive power: 8,506,940.71 shares
• Shared voting/dispositive power: 0
The filing is made under Rule 13d-1(b) as a parent holding company/control person (HC) with ordinary-course, non-control intent. The certification confirms the shares were not acquired to influence control of the issuer. Signatures are executed by attorney-in-fact Richard Bourgelas on 5 Aug 2025.
No financial performance data or transaction details are included; the document strictly updates beneficial ownership levels. Investors should note that Fidelity’s sizeable position may enhance PWP’s shareholder base and trading liquidity, but it does not signal activism or strategic intent.