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PJT

PJT Partners Inc.

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3655
SEC CIK
0001626115
Parsed reports
564

Last 12 months

Inside the activity.

0 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202601
Aug 202604
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 31, 2025 Filed Aug 1, 2025 21:30 UTC
Lee Ji-YeunManaging Partner
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 15,000 $178.22 $2,673,259.50
Disclosure

SEC source: 0000950170-25-101493 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 693,736

Underlying: Class A Common Stock · 15,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: On May 29, 2025, the Reporting Person submitted an Election to Exchange 15,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units"), with such exchange to be settled for either cash or Class A Common Stock as determined by the Issuer's Board of Directors.

F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F3 · shares: Effective July 31, 2025, the Reporting Person's Partnership Units were exchanged for cash.

F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as either Performance LTIP Units or LTIP Units of PJT Partners Holdings LP. Of the 693,736 Partnership Units reported, 33,490 remain subject to previously disclosed time-based vesting conditions on various dates through March 1, 2029.

Read SEC document
July 30, 2025 Filed Aug 6, 2025 21:15 UTC GrantRestricted Stock Units · Derivative 1,173 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-104218 · ownership.xml · derivative · entry 2

CURRIE PETER L S · CIK 0001193339 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,735

Underlying: Class A Common Stock · 1,173 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F3 · derivative.exercise_date: Subject to continued service, the restricted stock units vest in four substantially equal installments on each of August 31, 2025; November 30, 2025; February 28, 2026; and May 31, 2026, with vesting accelerated upon death, disability, or a change in control of the Issuer. Upon vesting, the restricted stock units will be settled on the earliest of the termination of service, the fifth anniversary of the grant date, and a change in control of the Issuer, and will be settled in shares of the Issuer's Class A common stock or, at the discretion of the Issuer's Compensation Committee, cash (or a combination thereof).

F3 · derivative.expiration_date: Subject to continued service, the restricted stock units vest in four substantially equal installments on each of August 31, 2025; November 30, 2025; February 28, 2026; and May 31, 2026, with vesting accelerated upon death, disability, or a change in control of the Issuer. Upon vesting, the restricted stock units will be settled on the earliest of the termination of service, the fifth anniversary of the grant date, and a change in control of the Issuer, and will be settled in shares of the Issuer's Class A common stock or, at the discretion of the Issuer's Compensation Committee, cash (or a combination thereof).

Read SEC document
July 30, 2025 Filed Aug 6, 2025 21:15 UTC GrantRestricted Stock Units · Derivative 562 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-104218 · ownership.xml · derivative · entry 1

CURRIE PETER L S · CIK 0001193339 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 562

Underlying: Class A Common Stock · 562 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · derivative.exercise_date: Subject to continued service, the restricted stock units vest in substantially equal installments on each of the first four anniversaries of the grant date, with vesting accelerated upon death, disability, or a change in control of the Issuer. Upon vesting, the restricted stock units will be settled on the earliest of the termination of service, the fourth anniversary of the grant date, and a change in control of the Issuer, and will be settled in shares of the Issuer's Class A common stock or, at the discretion of the Issuer's Compensation Committee, cash (or a combination thereof).

F2 · derivative.expiration_date: Subject to continued service, the restricted stock units vest in substantially equal installments on each of the first four anniversaries of the grant date, with vesting accelerated upon death, disability, or a change in control of the Issuer. Upon vesting, the restricted stock units will be settled on the earliest of the termination of service, the fourth anniversary of the grant date, and a change in control of the Issuer, and will be settled in shares of the Issuer's Class A common stock or, at the discretion of the Issuer's Compensation Committee, cash (or a combination thereof).

Read SEC document
July 28, 2025 Filed Jul 29, 2025 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 1,504 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-099716 · ownership.xml · derivative · entry 2

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,401

Underlying: Class A Common Stock · 1,504 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
July 28, 2025 Filed Jul 29, 2025 21:00 UTC Exercise / conversionClass A Common Stock 1,504 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-099716 · ownership.xml · nonDerivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,004

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088569 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,905

Underlying: Class A Common Stock · 11 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 18 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088568 · ownership.xml · derivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,814

Underlying: Class A Common Stock · 18 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 15 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088571 · ownership.xml · derivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,372

Underlying: Class A Common Stock · 15 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC
Lee Ji-YeunManaging Partner
GrantRestricted Stock Units · Derivative 54 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088565 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,503

Underlying: Class A Common Stock · 54 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 9 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088564 · ownership.xml · derivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,408

Underlying: Class A Common Stock · 9 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 9 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088570 · ownership.xml · derivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,665

Underlying: Class A Common Stock · 9 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 42 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088563 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,290

Underlying: Class A Common Stock · 42 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC
Travin David AdamGeneral Counsel
GrantRestricted Stock Units · Derivative 21 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088567 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,389

Underlying: Class A Common Stock · 21 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC
Meates Helen TChief Financial Officer
GrantRestricted Stock Units · Derivative 39 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088566 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,898

Underlying: Class A Common Stock · 39 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 833 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081714 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,894

Underlying: Class A Common Stock · 833 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

F2 · derivative.expiration_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 1,665 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081718 · ownership.xml · derivative · entry 4

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,796

Underlying: Class A Common Stock · 1,665 shares

Expires not disclosed

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F6 · derivative.exercise_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

F6 · derivative.expiration_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 3,450 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081718 · ownership.xml · derivative · entry 3

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,131

Underlying: Class A Common Stock · 3,450 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F5 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F5 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC Exercise / conversionClass A Common Stock 3,450 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-081718 · ownership.xml · nonDerivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,387

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 1,249 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081719 · ownership.xml · derivative · entry 3

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,357

Underlying: Class A Common Stock · 1,249 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F5 · derivative.exercise_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

F5 · derivative.expiration_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC
Costos JamesDirector
Exercise / conversionRestricted Stock Units · Derivative 1,723 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081719 · ownership.xml · derivative · entry 2

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,108

Underlying: Class A Common Stock · 1,723 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC
Costos JamesDirector
Exercise / conversionClass A Common Stock 1,723 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-081719 · ownership.xml · nonDerivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,083

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 833 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081717 · ownership.xml · derivative · entry 3

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,399

Underlying: Class A Common Stock · 833 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F5 · derivative.exercise_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

F5 · derivative.expiration_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 1,723 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081717 · ownership.xml · derivative · entry 2

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,566

Underlying: Class A Common Stock · 1,723 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC Exercise / conversionClass A Common Stock 1,723 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-081717 · ownership.xml · nonDerivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,823

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 833 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081716 · ownership.xml · derivative · entry 3

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,656

Underlying: Class A Common Stock · 833 shares

Expires not disclosed

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F5 · derivative.exercise_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

F5 · derivative.expiration_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

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June 02, 2025 Filed Jun 4, 2025 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 1,723 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081716 · ownership.xml · derivative · entry 2

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,823

Underlying: Class A Common Stock · 5,823 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

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June 02, 2025 Filed Jun 4, 2025 21:00 UTC Exercise / conversionClass A Common Stock 1,723 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-081716 · ownership.xml · nonDerivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,127

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
June 02, 2025 Filed Jun 4, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 1,665 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-081712 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,248

Underlying: Class A Common Stock · 1,665 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · derivative.exercise_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

F2 · derivative.expiration_date: The restricted stock units vest in four substantially equal installments on each of August 31, 2025, November 30, 2025, February 28, 2026 and May 31, 2026. The restricted stock units will be settled on the earlier of the termination of services of such director or the fifth anniversary of the grant date and will be settled in either Class A common stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.

Read SEC document
May 30, 2025 Filed May 30, 2025 21:00 UTC SaleClass A Common Stock 1,000 $150.98 $150,980.00
Disclosure

SEC source: 0000950170-25-079825 · ownership.xml · nonDerivative · entry 4

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,847

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $150.90 to $151.08, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
May 30, 2025 Filed May 30, 2025 21:00 UTC SaleClass A Common Stock 7,351 $150.41 $1,105,663.91
Disclosure

SEC source: 0000950170-25-079825 · ownership.xml · nonDerivative · entry 3

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,847

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $149.87 to $150.82, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
May 30, 2025 Filed May 30, 2025 21:00 UTC SaleClass A Common Stock 2,052 $149.53 $306,835.56
Disclosure

SEC source: 0000950170-25-079825 · ownership.xml · nonDerivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,198

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $148.86 to $149.83, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
May 29, 2025 Filed May 30, 2025 21:00 UTC SaleClass A Common Stock 9,597 $151.08 $1,449,914.76
Disclosure

SEC source: 0000950170-25-079825 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,250

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $150.67 to $151.56, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
May 02, 2025 Filed May 2, 2025 21:00 UTC
Travin David AdamGeneral Counsel
SaleClass A Common Stock 5,000 $141.74 $708,700.00
Disclosure

SEC source: 0000950170-25-062906 · ownership.xml · nonDerivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,288

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $141.32 to $142.08, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

Read SEC document
May 01, 2025 Filed May 2, 2025 21:00 UTC
Taubman Paul JDirector · Chairman and CEO
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 90,000 $140.27 $12,624,615.00
Disclosure

SEC source: 0000950170-25-062908 · ownership.xml · derivative · entry 1

Taubman Paul J · CIK 0001479665 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,640,000

Underlying: Class A Common Stock · 90,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: In an SEC Form 8-K filed by the Issuer on June 3, 2024, the Issuer previously disclosed that the Reporting Person intended to elect to exchange up to 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") in the Issuer's current quarterly exchange window and in each of the Issuer's subsequent two quarterly exchange windows. On February 24, 2025, the Reporting Person submitted an Election to Exchange 90,000 Partnership Units, with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors prior to the Issuer's quarterly earnings results.

F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F3 · shares: Effective May 1, 2025, the Reporting Person's Partnership Units were exchanged for cash.

F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F4 · balance_after: Includes Partnership Units that were acquired upon the occurence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,640,000 Partnership Units reported, 400,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027.

Read SEC document
May 01, 2025 Filed May 2, 2025 21:00 UTC
Lee Ji-YeunManaging Partner
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 30,000 $140.27 $4,208,205.00
Disclosure

SEC source: 0000950170-25-062909 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 708,736

Underlying: Class A Common Stock · 30,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: On February 25, 2025, the Reporting Person submitted an Election to Exchange 30,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units"), with such exchange to be settled for either cash or Class A Common Stock as determined by the Issuer's Board of Directors prior to the Issuer's quarterly earnings results.

F2 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F3 · shares: Effective May 1, 2025, the Reporting Person's Partnership Units were exchanged for cash.

F2 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F2 · derivative.expiration_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as either Performance LTIP Units or LTIP Units of PJT Partners Holdings LP. Of the 708,736 Partnership Units reported, 33,490 remain subject to previously disclosed time-based vesting conditions on various dates through March 1, 2029.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 12 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043316 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,061

Underlying: Class A Common Stock · 12 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 25 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043317 · ownership.xml · derivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,581

Underlying: Class A Common Stock · 25 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 12 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043319 · ownership.xml · derivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,289

Underlying: Class A Common Stock · 12 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC
Lee Ji-YeunManaging Partner
GrantRestricted Stock Units · Derivative 54 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043318 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,449

Underlying: Class A Common Stock · 54 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC
Travin David AdamGeneral Counsel
GrantRestricted Stock Units · Derivative 21 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043322 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,368

Underlying: Class A Common Stock · 21 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 44 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043323 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,583

Underlying: Class A Common Stock · 44 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC GrantRestricted Stock Units · Derivative 13 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043321 · ownership.xml · derivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,546

Underlying: Class A Common Stock · 13 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC
Meates Helen TChief Financial Officer
GrantRestricted Stock Units · Derivative 39 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043315 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,859

Underlying: Class A Common Stock · 39 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 18 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043314 · ownership.xml · derivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,831

Underlying: Class A Common Stock · 18 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC
Lee Ji-YeunManaging Partner
Exercise / conversionRestricted Stock Units · Derivative 15,275 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033798 · ownership.xml · derivative · entry 2

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,395

Underlying: Class A Common Stock · 15,275 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F3 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC
Lee Ji-YeunManaging Partner
Exercise / conversionClass A Common Stock 15,275 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-033798 · ownership.xml · nonDerivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,458

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC Exercise / conversionRestricted Stock Units · Derivative 8,772 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033795 · ownership.xml · derivative · entry 4

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,539

Underlying: Class A Common Stock · 8,772 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC Exercise / conversionRestricted Stock Units · Derivative 10,037 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033795 · ownership.xml · derivative · entry 3

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,311

Underlying: Class A Common Stock · 10,037 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units granted by the Issuer to the Reporting Person as long-term incentive awards. Represents restricted stock units subject to time-based vesting conditions through March 1, 2027.

F3 · derivative.expiration_date: Restricted stock units granted by the Issuer to the Reporting Person as long-term incentive awards. Represents restricted stock units subject to time-based vesting conditions through March 1, 2027.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC Exercise / conversionClass A Common Stock 8,772 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-033795 · ownership.xml · nonDerivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,847

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC Exercise / conversionClass A Common Stock 10,037 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-033795 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,075

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.