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 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.
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.