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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
March 03, 2025 Filed Mar 5, 2025 22:00 UTC
Meates Helen TChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 12,480 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033794 · ownership.xml · derivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,820

Underlying: Class A Common Stock · 12,480 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
Meates Helen TChief Financial Officer
Exercise / conversionClass A Common Stock 12,480 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-033794 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,839

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
Travin David AdamGeneral Counsel
Exercise / conversionRestricted Stock Units · Derivative 7,288 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033792 · ownership.xml · derivative · entry 2

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,347

Underlying: Class A Common Stock · 7,288 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
Travin David AdamGeneral Counsel
Exercise / conversionClass A Common Stock 7,288 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-033792 · ownership.xml · nonDerivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,288

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
February 10, 2025 Filed Feb 13, 2025 00:02 UTC
Travin David AdamGeneral Counsel
GrantLTIP Units of PJT Partners Holdings LP · Derivative 6,935 $169.95 $1,178,603.25
Disclosure

SEC source: 0000950170-25-019134 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,935

Underlying: Class A Common Stock · 6,935 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as long-term incentive awards with respect to 2024 performance year. Of these LTIP Units, 5,463 generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029, and 1,472 generally vest ratably over two years on each of March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

F1 · derivative.exercise_date: Represents series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as long-term incentive awards with respect to 2024 performance year. Of these LTIP Units, 5,463 generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029, and 1,472 generally vest ratably over two years on each of March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

F1 · derivative.expiration_date: Represents series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as long-term incentive awards with respect to 2024 performance year. Of these LTIP Units, 5,463 generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029, and 1,472 generally vest ratably over two years on each of March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

Read SEC document
February 10, 2025 Filed Feb 13, 2025 00:01 UTC
Lee Ji-YeunManaging Partner
GrantLTIP Units of PJT Partners Holdings LP · Derivative 13,326 $169.95 $2,264,753.70
Disclosure

SEC source: 0000950170-25-019130 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,326

Underlying: Class A Common Stock · 13,326 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

F1 · derivative.exercise_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

F1 · derivative.expiration_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

Read SEC document
February 10, 2025 Filed Feb 13, 2025 00:00 UTC
Meates Helen TChief Financial Officer
GrantLTIP Units of PJT Partners Holdings LP · Derivative 9,652 $169.95 $1,640,357.40
Disclosure

SEC source: 0000950170-25-019127 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,652

Underlying: Class A Common Stock · 9,652 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

F1 · derivative.exercise_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

F1 · derivative.expiration_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. 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.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 22:00 UTC
Taubman Paul JDirector · Chairman and CEO
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 90,000 $176.99 $15,929,397.00
Disclosure

SEC source: 0000950170-25-016415 · 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: 5,730,000

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 three quarterly exchange windows. On December 4, 2024, 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 February 6, 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 Performance LTIP Units of PJT Partners Holdings LP. Of the 5,730,000 Partnership Units reported, 600,000 remain subject to previously disclosed time-based vesting conditions through March 1, 2027.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 22:00 UTC
Lee Ji-YeunManaging Partner
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 30,000 $176.99 $5,309,799.00
Disclosure

SEC source: 0000950170-25-016416 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 725,410

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 December 4, 2024, 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 February 6, 2025, the Reporting Person's Partnership Units were exchange 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 acquiared upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 725,410 Partnership Units reported as directly owned, 30,246 remain subject to previously disclosed time-based vesting conditions through March 1, 2027.

Read SEC document
February 06, 2025 Filed Feb 7, 2025 22:00 UTC Exercise / conversionRestricted Stock Units · Derivative 338 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-016411 · ownership.xml · derivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,348

Underlying: Class A Common Stock · 338 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.

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

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
February 06, 2025 Filed Feb 7, 2025 22:00 UTC Exercise / conversionClass A Common Stock 338 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-016411 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,038

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

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

Read SEC document
February 06, 2025 Filed Feb 7, 2025 22:00 UTC
Travin David AdamGeneral Counsel
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 2,500 $176.99 $442,483.25
Disclosure

SEC source: 0000950170-25-016406 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,749

Underlying: Class A Common Stock · 2,500 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 November 23, 2024, the Reporting Person submitted an Election to Exchange 2,500 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 February 6, 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 14,749 Partnership Units reported, 9,727 remain subject to previously disclosed time-based vesting conditions through March 1, 2027.

Read SEC document
December 18, 2024 Filed Dec 20, 2024 21:30 UTC GrantRestricted Stock Units · Derivative 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139080 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,049

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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC GrantRestricted Stock Units · Derivative 23 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139078 · ownership.xml · derivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,556

Underlying: Class A Common Stock · 23 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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC
Meates Helen TChief Financial Officer
GrantRestricted Stock Units · Derivative 58 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139082 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,300

Underlying: Class A Common Stock · 58 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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC GrantRestricted Stock Units · Derivative 11 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139081 · ownership.xml · derivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,277

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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC GrantRestricted Stock Units · Derivative 56 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139086 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,675

Underlying: Class A Common Stock · 56 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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 17 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139084 · ownership.xml · derivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,813

Underlying: Class A Common Stock · 17 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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC
Lee Ji-YeunManaging Partner
GrantRestricted Stock Units · Derivative 76 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139077 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,670

Underlying: Class A Common Stock · 76 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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC GrantRestricted Stock Units · Derivative 12 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139083 · ownership.xml · derivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,533

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
December 18, 2024 Filed Dec 20, 2024 21:30 UTC
Travin David AdamGeneral Counsel
GrantRestricted Stock Units · Derivative 32 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139076 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,635

Underlying: Class A Common Stock · 32 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
November 12, 2024 Filed Nov 12, 2024 22:00 UTC SaleClass A Common Stock 1,725 $159.75 $275,568.75
Disclosure

SEC source: 0000950170-24-125617 · ownership.xml · nonDerivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,100

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $159.31 to $160.23, 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
November 08, 2024 Filed Nov 8, 2024 22:45 UTC GiftClass A Common Stock 37,160 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124267 · ownership.xml · nonDerivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,825

F1 · kind: Reflects a charitable gift of Class A Common Stock.

Read SEC document
November 08, 2024 Filed Nov 8, 2024 22:45 UTC
Lee Ji-YeunManaging Partner
GiftClass A Common Stock 1,250 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124265 · ownership.xml · nonDerivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,183

F1 · kind: Reflects a charitable gift of Class A Common Stock.

Read SEC document
November 08, 2024 Filed Nov 8, 2024 22:45 UTC
Travin David AdamGeneral Counsel
SaleClass A Common Stock 1,541 $159.18 $245,296.38
Disclosure

SEC source: 0000950170-24-124264 · ownership.xml · nonDerivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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 $159.16 to $159.26, 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
November 08, 2024 Filed Nov 8, 2024 22:45 UTC
Meates Helen TChief Financial Officer
GiftClass A Common Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124263 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,359

F1 · kind: Reflects a charitable gift of Class A Common Stock.

Read SEC document
November 07, 2024 Filed Nov 8, 2024 22:45 UTC
Taubman Paul JDirector · Chairman and CEO
GiftClass A Common Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124262 · ownership.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 400,000

F1 · kind: Reflects a charitable gift of Class A Common Stock.

Read SEC document
November 07, 2024 Filed Nov 8, 2024 22:45 UTC
Costos JamesDirector
SaleClass A Common Stock 1,500 $161.41 $242,115.00
Disclosure

SEC source: 0000950170-24-124266 · ownership.xml · nonDerivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,360

Read SEC document
October 31, 2024 Filed Nov 1, 2024 21:00 UTC
Taubman Paul JDirector · Chairman and CEO
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 90,000 $138.36 $12,452,454.00
Disclosure

SEC source: 0000950170-24-120141 · 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: 5,820,000

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 intends 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 four quarterly exchange windows. On August 22, 2024, 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 October 31, 2024, 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 Performance LTIP Units of PJT Partners Holdings LP. Of the 5,820,000 Partnership Units reported, 606,663 remain subject to previously disclosed time and/or performance vesting conditions as of September 30, 2024.

Read SEC document
October 31, 2024 Filed Nov 1, 2024 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 7,360 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-120140 · ownership.xml · derivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,619

Underlying: Class A Common Stock · 7,360 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.

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

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 and, in certain cases, performance-based vesting conditions, scheduled to vest on various dates through 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 and, in certain cases, performance-based vesting conditions, scheduled to vest on various dates through 2027.

Read SEC document
October 31, 2024 Filed Nov 1, 2024 21:00 UTC Exercise / conversionClass A Common Stock 7,360 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-120140 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,700

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

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

Read SEC document
September 18, 2024 Filed Sep 20, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 13 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108460 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,038

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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 27 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108455 · ownership.xml · derivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,533

Underlying: Class A Common Stock · 27 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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 13 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108461 · ownership.xml · derivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,266

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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 65 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108463 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,979

Underlying: Class A Common Stock · 65 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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 20 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108462 · ownership.xml · derivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,796

Underlying: Class A Common Stock · 20 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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC
Meates Helen TChief Financial Officer
GrantRestricted Stock Units · Derivative 67 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108459 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,242

Underlying: Class A Common Stock · 67 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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC
Travin David AdamGeneral Counsel
GrantRestricted Stock Units · Derivative 37 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108457 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,603

Underlying: Class A Common Stock · 37 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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 14 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108456 · ownership.xml · derivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,521

Underlying: Class A Common Stock · 14 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
September 18, 2024 Filed Sep 20, 2024 21:00 UTC
Lee Ji-YeunManaging Partner
GrantRestricted Stock Units · Derivative 89 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108453 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,594

Underlying: Class A Common Stock · 89 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
September 03, 2024 Filed Sep 4, 2024 22:15 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 17 $122.50 $2,082.50
Disclosure

SEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 5

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 61,433

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $122.50 to $122.50, 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
September 03, 2024 Filed Sep 4, 2024 22:15 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 483 $121.71 $58,785.93
Disclosure

SEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 4

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 61,450

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $121.24 to $122.23, 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
September 03, 2024 Filed Sep 4, 2024 22:15 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 675 $120.30 $81,202.50
Disclosure

SEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 3

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 61,933

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $119.99 to $120.91, 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
September 03, 2024 Filed Sep 4, 2024 22:15 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 1,725 $119.52 $206,172.00
Disclosure

SEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 2

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,608

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $118.97 to $119.96, 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
September 03, 2024 Filed Sep 4, 2024 22:15 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 7,100 $118.34 $840,214.00
Disclosure

SEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,333

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $117.96 to $118.70, 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
August 30, 2024 Filed Aug 30, 2024 21:00 UTC GiftClass A Common Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-102416 · ownership.xml · nonDerivative · entry 4

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,340

F4 · kind: Reflects a charitable gift of Class A Common Stock.

Read SEC document
August 30, 2024 Filed Aug 30, 2024 21:00 UTC SaleClass A Common Stock 3,999 $123.21 $492,716.79
Disclosure

SEC source: 0000950170-24-102416 · ownership.xml · nonDerivative · entry 3

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,340

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $123.03 to $123.55, 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
August 29, 2024 Filed Aug 30, 2024 21:00 UTC SaleClass A Common Stock 1,235 $124.37 $153,596.95
Disclosure

SEC source: 0000950170-24-102416 · ownership.xml · nonDerivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,339

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $124.20 to $124.53, 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
August 29, 2024 Filed Aug 30, 2024 21:00 UTC SaleClass A Common Stock 10,351 $123.39 $1,277,209.89
Disclosure

SEC source: 0000950170-24-102416 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,574

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $123.00 to $123.95, 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
August 26, 2024 Filed Aug 27, 2024 21:00 UTC SaleClass A Common Stock 2,015 $124.86 $251,592.90
Disclosure

SEC source: 0000950170-24-101084 · ownership.xml · nonDerivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 500

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $124.58 to $125.13, 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 shars sold at each separate price within the range set forth above.

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.