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.
Bennett Roy Edwin reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Roy Edwin Bennett received an equity grant of 5,429 shares of Class A Common Stock on May 27, 2026. These are unvested restricted stock units that vest at the company’s next general annual stockholder meeting, if he continues serving on the board through that date. After this award, he beneficially owns 7,710 shares directly.
Dabboussi Houda reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Dabboussi Houda received an equity grant of 5,429 shares of Class A Common Stock as a compensation award. The shares were granted at no cash purchase price and increase the director’s direct holdings to 7,710 shares.
According to the footnote, the 5,429 shares are unvested restricted stock units that will vest on the date of Perella Weinberg Partners’ next general annual stockholder meeting following the grant date, provided the director continues board service through that date. This filing reflects a stock-based compensation award rather than an open-market transaction.
FASCITELLI ELIZABETH C reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Elizabeth C. Fascitelli received an equity grant of 5,429 shares of Class A Common Stock. The award was recorded at a price of $0.00 per share as a grant, not an open-market purchase.
After this grant, she directly holds 49,586 shares of Class A Common Stock. The position includes 5,429 unvested shares subject to restricted stock unit awards that are scheduled to vest on the date of the company’s next general annual stockholder meeting, conditioned on her continued board service through that date.
MUGFORD KRISTIN W reported acquisition or exercise transactions in this Form 4 filing.
Perella Weinberg Partners director Kristin W. Mugford received an award of 5,429 shares of Class A common stock on May 27, 2026 as a grant, with no cash price per share.
According to the footnote, these 5,429 shares are unvested restricted stock units that vest on the date of Perella Weinberg Partners' next general annual stockholder meeting, subject to her continued board service. Following this grant, she directly holds 49,586 shares of Class A common stock.
Perella Weinberg Partners director Jorma J. Ollila reported a tax-related share disposition. On May 27, 2026, 1,696 shares of Class A Common Stock were surrendered to the company at $18.97 per share to satisfy tax withholding on vested restricted stock units. After this non‑market transaction, Ollila directly holds 32,309 shares of Class A Common Stock.
Perella Weinberg Partners reported the results of its 2026 Annual Meeting of Stockholders held on May 27, 2026. Stockholders elected three Class II directors — Robert K. Steel, R. Edwin Bennet and Houda Dabboussi — to serve until the 2029 annual meeting, with each nominee receiving over 239 million votes in favor.
Stockholders also ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, with more than 278 million votes cast for ratification and minimal opposition.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported a mix of equity conversions and stock sales. On May 18, she exercised PWP Holdings LP Common Units and related Class B-1 common stock into Class A common stock or cash under the company’s exchange structure, including a small disposition to the issuer.
On May 19 and 20, she executed open-market sales totaling 57,806 shares of Class A common stock at weighted average prices of about $17.58 and $17.46 per share across multiple trades. After these transactions, she directly holds 72,492 Class A shares.
Perella Weinberg Partners director Robert K. Steel reported option-style exchanges and a small share return to the company. On May 18, 2026, he disposed of 2.08 Class A shares back to the issuer at $18.37 per share and exercised derivative positions tied to PWP Holdings LP units and Class B-1 shares.
The filing shows exchanges of PWP Holdings LP Common Units and related Class B-1 shares into Class A common stock or cash, following the company’s exchange structure described in the footnotes. Overall, the activity is primarily a technical equity-for-equity or equity-for-cash conversion, and Steel continues to hold a significant direct Class A position.
Perella Weinberg Partners affiliate PWP VoteCo Professionals LP reported an internal restructuring transaction involving 1,906,191 shares of Class B-1 Common Stock at $0.02 per share. After the transaction, the reporting person directly held 20,018,315 Class B-1 shares.
Footnotes explain that PWP Holdings LP (PWP OpCo) common units held by partners can later be exchanged into Class A common stock or cash. In connection with such exchanges, associated Class B-1 shares are surrendered and converted into Class A shares or cash at a rate of 0.001 Class A share per Class B-1 share, with the reporting person distributing Class B-1 shares to applicable limited partners immediately before any exchange.
Perella Weinberg Partners reported an unregistered equity issuance connected to its partnership exchange structure. On May 18, 2026, the company issued 1,908,084 shares of Class A common stock to certain limited partners of PWP Holdings LP in exchange for 1,906,191 Class A partnership units of PWP OpCo and an equal number of the company’s Class B shares.
Under the PWP OpCo limited partnership agreement, non‑company holders of Class A partnership units may exchange their units for Class A stock on a one‑for‑one basis or for cash, at the company’s option. In a simultaneous step, their Class B shares convert into Class A stock or cash at a 1:1000 (0.001) rate. The new Class A shares were issued privately under the Section 4(a)(2) exemption as a transaction not involving a public offering.