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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
August 06, 2024 Filed Aug 6, 2024 21:45 UTC
Taubman Paul JDirector · Chairman and CEO
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 90,000 $127.56 $11,480,814.00
Disclosure

SEC source: 0000950170-24-092048 · 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: 5,910,000

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 had submitted an Election to Exchange these 90,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units") and that such exchange would be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors prior to the Issuer's second quarter 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 August 6, 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 occurence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 5,910,000 Partnership Units reported, 753,333 remain subject to previously disclosed time and/or performance vesting conditions as of June 30, 2024.

Read SEC document
August 06, 2024 Filed Aug 6, 2024 21:45 UTC
Travin David AdamGeneral Counsel
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 1,000 $127.56 $127,564.60
Disclosure

SEC source: 0000950170-24-092047 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,249

Underlying: Class A Common Stock · 1,000 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 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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 · shares: Effective August 6, 2024, the Reporting Person's Partnership Units were exchanged for cash.

F1 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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 · 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 17,249 Partnership Units reported, 12,892 remain subject to previously disclosed time and/or performance vesting conditions.

Read SEC document
August 01, 2024 Filed Aug 2, 2024 21:00 UTC SaleClass A Common Stock 1,696 $130.79 $221,819.84
Disclosure

SEC source: 0000950170-24-090084 · ownership.xml · nonDerivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,404

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $129.86 to $131.79, 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 01, 2024 Filed Aug 2, 2024 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 1,338 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-090083 · ownership.xml · derivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,914

Underlying: Class A Common Stock · 1,338 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 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
August 01, 2024 Filed Aug 2, 2024 21:00 UTC Exercise / conversionClass A Common Stock 1,338 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-090083 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,925

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
July 29, 2024 Filed Jul 30, 2024 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 2,015 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-087966 · ownership.xml · derivative · entry 2

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,025

Underlying: Class A Common Stock · 2,015 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 which vested in four equal annual installments and settled on July 29, 2024.

F3 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person which vested in four equal annual installments and settled on July 29, 2024.

Read SEC document
July 29, 2024 Filed Jul 30, 2024 21:00 UTC Exercise / conversionClass A Common Stock 2,015 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-087966 · ownership.xml · nonDerivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,515

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 20, 2024 Filed Jun 24, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 18 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076851 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,040

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 20, 2024 Filed Jun 24, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 28 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076845 · ownership.xml · derivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,506

Underlying: Class A Common Stock · 28 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 20, 2024 Filed Jun 24, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 15 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076850 · ownership.xml · derivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,507

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 20, 2024 Filed Jun 24, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 74 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076848 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,252

Underlying: Class A Common Stock · 74 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 20, 2024 Filed Jun 24, 2024 21:00 UTC
Travin David AdamGeneral Counsel
GrantRestricted Stock Units · Derivative 45 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076853 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,566

Underlying: Class A Common Stock · 45 shares

Expires not disclosed

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

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 20, 2024 Filed Jun 24, 2024 21:00 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 21 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076847 · ownership.xml · derivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,776

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 20, 2024 Filed Jun 24, 2024 21:00 UTC
Lee Ji-YeunManaging Partner
GrantRestricted Stock Units · Derivative 108 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076846 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,505

Underlying: Class A Common Stock · 108 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 20, 2024 Filed Jun 24, 2024 21:00 UTC
Meates Helen TChief Financial Officer
GrantRestricted Stock Units · Derivative 82 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076844 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,175

Underlying: Class A Common Stock · 82 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 20, 2024 Filed Jun 24, 2024 21:00 UTC GrantRestricted Stock Units · Derivative 14 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076843 · ownership.xml · derivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,253

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
June 03, 2024 Filed Jun 4, 2024 21:15 UTC GrantRestricted Stock Units · Derivative 1,038 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068852 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,022

Underlying: Class A Common Stock · 1,038 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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 03, 2024 Filed Jun 4, 2024 21:15 UTC GrantRestricted Stock Units · Derivative 2,076 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068851 · ownership.xml · derivative · entry 4

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,478

Underlying: Class A Common Stock · 2,076 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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 03, 2024 Filed Jun 4, 2024 21:15 UTC Exercise / conversionRestricted Stock Units · Derivative 5,089 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068851 · ownership.xml · derivative · entry 3

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,402

Underlying: Class A Common Stock · 5,089 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, which vest in four equal annual installments.

F5 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in four equal annual installments.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 21:15 UTC Exercise / conversionClass A Common Stock 5,089 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-068851 · ownership.xml · nonDerivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,937

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 03, 2024 Filed Jun 4, 2024 21:15 UTC GrantRestricted Stock Units · Derivative 1,038 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068849 · ownership.xml · derivative · entry 3

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,239

Underlying: Class A Common Stock · 1,038 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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 03, 2024 Filed Jun 4, 2024 21:15 UTC Exercise / conversionRestricted Stock Units · Derivative 2,543 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068849 · ownership.xml · derivative · entry 2

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,201

Underlying: Class A Common Stock · 2,543 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, which vest in four equal annual installments.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in four equal annual installments.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 21:15 UTC Exercise / conversionCommon Stock 2,543 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-068849 · ownership.xml · nonDerivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,985

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 03, 2024 Filed Jun 4, 2024 21:15 UTC GrantRestricted Stock Units · Derivative 1,038 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068853 · ownership.xml · derivative · entry 3

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,492

Underlying: Class A Common Stock · 1,038 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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 03, 2024 Filed Jun 4, 2024 21:15 UTC Exercise / conversionRestricted Stock Units · Derivative 2,543 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068853 · ownership.xml · derivative · entry 2

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,454

Underlying: Class A Common Stock · 2,543 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, which vest in four equal annual installments.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in four equal annual installments.

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June 03, 2024 Filed Jun 4, 2024 21:15 UTC Exercise / conversionClass A Common Stock 2,543 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-068853 · ownership.xml · nonDerivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,100

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 03, 2024 Filed Jun 4, 2024 21:15 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 1,557 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068858 · ownership.xml · derivative · entry 3

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,755

Underlying: Class A Common Stock · 1,557 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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 03, 2024 Filed Jun 4, 2024 21:15 UTC
Costos JamesDirector
Exercise / conversionRestricted Stock Units · Derivative 2,543 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068858 · ownership.xml · derivative · entry 2

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,198

Underlying: Class A Common Stock · 2,543 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, which vest in four equal annual installments.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in four equal annual installments.

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June 03, 2024 Filed Jun 4, 2024 21:15 UTC
Costos JamesDirector
Exercise / conversionClass A Common Stock 2,543 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-068858 · ownership.xml · nonDerivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,860

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 03, 2024 Filed Jun 4, 2024 21:15 UTC GrantRestricted Stock Units · Derivative 2,076 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-068850 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,178

Underlying: Class A Common Stock · 2,076 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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, 2024, November 30, 2024, February 28, 2025 and May 31, 2025. 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 03, 2024 Filed Jun 4, 2024 21:00 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 779 $108.40 $84,443.60
Disclosure

SEC source: 0000950170-24-068807 · ownership.xml · nonDerivative · entry 3

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 71,433

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in mulitple transactions ranging from $108.31 to $108.45, inclusive. The reporting person undertakes to provide 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.

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June 03, 2024 Filed Jun 4, 2024 21:00 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 3,748 $107.91 $404,446.68
Disclosure

SEC source: 0000950170-24-068807 · ownership.xml · nonDerivative · entry 2

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 72,212

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $107.27 to $108.23, inclusive. The reporting person undertakes to provide to the Issuer, any seucirty 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
June 03, 2024 Filed Jun 4, 2024 21:00 UTC
Lee Ji-YeunManaging Partner
SaleClass A Common Stock 5,473 $106.68 $583,859.64
Disclosure

SEC source: 0000950170-24-068807 · ownership.xml · nonDerivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 75,960

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in mulitple transactions ranging from $106.24 to $107.13, inclusive. The reporting person undertakes to provide 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 06, 2024 Filed May 7, 2024 21:00 UTC Exercise / conversionRestricted Stock Units · Derivative 1,002 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-054702 · ownership.xml · derivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,102

Underlying: Class A Common Stock · 1,002 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.

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May 06, 2024 Filed May 7, 2024 21:00 UTC Exercise / conversionClass A Common Stock 1,002 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-054702 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,587

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
May 06, 2024 Filed May 7, 2024 21:00 UTC
Lee Ji-YeunManaging Partner
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 0 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-054701 · ownership.xml · derivative · entry 2

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 755,410

Underlying: Class A Common Stock · 755,410 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 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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 · derivative.exercise_date: 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 755,410 Partnership Units reported, 22,685 remain subject to previously disclosed time and performance vesting conditions.

F3 · derivative.expiration_date: 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 755,410 Partnership Units reported, 22,685 remain subject to previously disclosed time and performance vesting conditions.

Read SEC document
May 06, 2024 Filed May 7, 2024 21:00 UTC
Lee Ji-YeunManaging Partner
Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative 30,000 $99.33 $2,979,804.00
Disclosure

SEC source: 0000950170-24-054701 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Indirect · By family trust

Disclosed balance after: 100,000

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 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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 · shares: Effective May 6, 2024, 30,000 Partnership Units beneficially owned by the Reporting Person's children, for which the Reporting Person disclaims benefical ownership, were exchanged for cash.

F1 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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
March 20, 2024 Filed Mar 22, 2024 20:30 UTC GrantRestricted Stock Units · Derivative 20 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035391 · ownership.xml · derivative · entry 1

Skaugen Grace Reksten · CIK 0001817880 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,984

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
March 20, 2024 Filed Mar 22, 2024 20:30 UTC GrantRestricted Stock Units · Derivative 45 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035393 · ownership.xml · derivative · entry 1

RYAN THOMAS M · CIK 0001194416 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,491

Underlying: Class A Common Stock · 45 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 20, 2024 Filed Mar 22, 2024 20:30 UTC
Lee Ji-YeunManaging Partner
GrantRestricted Stock Units · Derivative 121 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035396 · ownership.xml · derivative · entry 1

Lee Ji-Yeun · CIK 0001653457 · Managing Partner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,397

Underlying: Class A Common Stock · 121 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 20, 2024 Filed Mar 22, 2024 20:30 UTC GrantRestricted Stock Units · Derivative 83 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035397 · ownership.xml · derivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,104

Underlying: Class A Common Stock · 83 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 20, 2024 Filed Mar 22, 2024 20:30 UTC GrantRestricted Stock Units · Derivative 22 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035400 · ownership.xml · derivative · entry 1

Whitney Kenneth C · CIK 0001653465 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,744

Underlying: Class A Common Stock · 22 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 20, 2024 Filed Mar 22, 2024 20:30 UTC
Travin David AdamGeneral Counsel
GrantRestricted Stock Units · Derivative 51 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035392 · ownership.xml · derivative · entry 1

Travin David Adam · CIK 0001837427 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,521

Underlying: Class A Common Stock · 51 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 20, 2024 Filed Mar 22, 2024 20:30 UTC GrantRestricted Stock Units · Derivative 23 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035395 · ownership.xml · derivative · entry 1

Rafferty Emily K · CIK 0001653464 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,997

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
March 20, 2024 Filed Mar 22, 2024 20:30 UTC
Costos JamesDirector
GrantRestricted Stock Units · Derivative 30 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035394 · ownership.xml · derivative · entry 1

Costos James · CIK 0001696979 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,741

Underlying: Class A Common Stock · 30 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 20, 2024 Filed Mar 22, 2024 20:30 UTC
Meates Helen TChief Financial Officer
GrantRestricted Stock Units · Derivative 92 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035390 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,093

Underlying: Class A Common Stock · 92 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 01, 2024 Filed Mar 1, 2024 22:15 UTC Exercise / conversionRestricted Stock Units · Derivative 5,019 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-024031 · ownership.xml · derivative · entry 2

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,021

Underlying: Class A Common Stock · 5,019 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 01, 2024 Filed Mar 1, 2024 22:15 UTC Exercise / conversionClass A Common Stock 5,019 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-024031 · ownership.xml · nonDerivative · entry 1

Cornwell Kievdi Don · CIK 0001940704 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,585

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 01, 2024 Filed Mar 4, 2024 22:17 UTC
Meates Helen TChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,538 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-024888 · ownership.xml · derivative · entry 5

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,001

Underlying: Class A Common Stock · 6,538 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: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

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
March 01, 2024 Filed Mar 4, 2024 22:17 UTC
Meates Helen TChief Financial Officer
Exercise / conversionClass A Common Stock 6,538 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-024888 · ownership.xml · nonDerivative · entry 3

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,359

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 · 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

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