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 (PWP) filed a Form 144 reporting a proposed Rule 144 sale of 11,976 common shares through Morgan Stanley Smith Barney, with an aggregate market value of $260,615.72 and an approximate sale date of 09/09/2025. The filing shows these shares were acquired on 09/02/2025 in an exchange of private units and paid as services rendered. The notice also discloses a prior sale on 06/11/2025 of 28,214 shares for $528,947.61. The filer certifies no undisclosed material adverse information.
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.