Last 12 months
Inside the activity.
0 purchase rows · 7 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 3 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 3 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 4, 2026 00:52 UTC |
PWP VoteCo Professionals LPDirector
|
OtherClass B-1 Common Stock · Derivative | 1,997,030 | $0.02 | $39,940.60 |
DisclosureSEC source: 0001777835-26-000100 · wk-form4_1788483140.xml · derivative · entry 1 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,021,285 Underlying: Class A Common Stock · 1,997 shares Expires not disclosed F1 · derivative.exercise_price: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. F2 · kind: Reflects a distribution of Class B-1 Shares by the Reporting Person to one or more of its limited partners. F1 · derivative.exercise_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. F1 · derivative.expiration_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:58 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000094 · wk-form4_1788386287.xml · derivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F3 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.expiration_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:58 UTC |
STEEL ROBERT KDirector
|
Tax withholdingClass A Common Stock | 15,298 | $16.98 | $259,760.04 |
DisclosureSEC source: 0001777835-26-000094 · wk-form4_1788386287.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,624 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:58 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000094 · wk-form4_1788386287.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,922 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. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:57 UTC |
Gottschalk AlexandraCFO and COO
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000092 · wk-form4_1788386253.xml · derivative · entry 3 Gottschalk Alexandra · CIK 0001867701 · CFO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,000 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. F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F3 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.expiration_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:57 UTC |
Gottschalk AlexandraCFO and COO
|
Tax withholdingClass A Common Stock | 1,626 | $16.98 | $27,609.48 |
DisclosureSEC source: 0001777835-26-000092 · wk-form4_1788386253.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · CFO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,866 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:57 UTC |
Gottschalk AlexandraCFO and COO
|
Exercise / conversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000092 · wk-form4_1788386253.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · CFO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,492 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. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:56 UTC |
Weinberg Peter ADirector
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 680,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000090 · wk-form4_1788386214.xml · derivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 680,336 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:56 UTC |
Weinberg Peter ADirector
|
Exercise / conversionClass A Common Stock | 680,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000090 · wk-form4_1788386214.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,635,236 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. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:56 UTC |
Becker DietrichDirector · President
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 968,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000088 · wk-form4_1788386166.xml · derivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 968,964 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:56 UTC |
Becker DietrichDirector · President
|
Exercise / conversionClass A Common Stock | 968,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000088 · wk-form4_1788386166.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,379,452 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. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:54 UTC |
Bednar AndrewDirector · Chairman and CEO
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 968,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000086 · wk-form4_1788386089.xml · derivative · entry 2 Bednar Andrew · CIK 0001867860 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 968,964 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:54 UTC |
Bednar AndrewDirector · Chairman and CEO
|
Exercise / conversionClass A Common Stock | 968,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000086 · wk-form4_1788386089.xml · nonDerivative · entry 1 Bednar Andrew · CIK 0001867860 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,030,224 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. Read SEC document |
| August 07, 2026 Filed Aug 7, 2026 21:27 UTC |
Bednar AndrewDirector · Chairman and CEO
|
SaleClass A Common Stock | 77,753 | $17.41 | $1,353,679.73 |
DisclosureSEC source: 0001777835-26-000076 · wk-form4_1786138055.xml · nonDerivative · entry 3 Bednar Andrew · CIK 0001867860 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,061,260 F1 · shares: Represents the number of shares sold solely to satisfy tax withholding obligations in connection with the settlement of vested restricted stock units. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.24 - $17.66, inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 06, 2026 Filed Aug 7, 2026 21:27 UTC |
Bednar AndrewDirector · Chairman and CEO
|
SaleClass A Common Stock | 80,045 | $17.17 | $1,374,372.65 |
DisclosureSEC source: 0001777835-26-000076 · wk-form4_1786138055.xml · nonDerivative · entry 2 Bednar Andrew · CIK 0001867860 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,139,013 F1 · shares: Represents the number of shares sold solely to satisfy tax withholding obligations in connection with the settlement of vested restricted stock units. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $16.95 - $17.37, inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 05, 2026 Filed Aug 7, 2026 21:27 UTC |
Bednar AndrewDirector · Chairman and CEO
|
SaleClass A Common Stock | 77,899 | $17.36 | $1,352,326.64 |
DisclosureSEC source: 0001777835-26-000076 · wk-form4_1786138055.xml · nonDerivative · entry 1 Bednar Andrew · CIK 0001867860 · Director · Chairman and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,219,058 F1 · shares: Represents the number of shares sold solely to satisfy tax withholding obligations in connection with the settlement of vested restricted stock units. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.09 - $17.53, inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:06 UTC |
STEEL ROBERT KDirector
|
SaleClass A Common Stock | 100,000 | $15.76 | $1,576,000.00 |
DisclosureSEC source: 0001777835-26-000065 · wk-form4_1781640406.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,922 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $15.57-$15.98, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:06 UTC |
FASCITELLI ELIZABETH CDirector
|
GrantClass A Common Stock | 5,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000057 · wk-form4_1780085196.xml · nonDerivative · entry 1 FASCITELLI ELIZABETH C · CIK 0001029604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,586 F1 · shares: Includes 5,429 unvested shares subject to awards of restricted stock units, which vest on the date of Perella Weinberg Partners' next general annual stockholder meeting following the grant date, subject to continued board service through such date. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:04 UTC |
OLLILA JORMA JDirector
|
Tax withholdingClass A Common Stock | 1,696 | $18.97 | $32,173.12 |
DisclosureSEC source: 0001777835-26-000053 · wk-form4_1780085082.xml · nonDerivative · entry 1 OLLILA JORMA J · CIK 0001198944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,309 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:05 UTC |
MUGFORD KRISTIN WDirector
|
GrantClass A Common Stock | 5,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000055 · wk-form4_1780085145.xml · nonDerivative · entry 1 MUGFORD KRISTIN W · CIK 0001213408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,586 F1 · shares: Includes 5,429 unvested shares subject to awards of restricted stock units, which vest on the date of Perella Weinberg Partners' next general annual stockholder meeting following the grant date, subject to continued board service through such date. Read SEC document |
| May 27, 2026 Filed May 29, 2026 22:19 UTC |
Bennett Roy EdwinDirector
|
GrantClass A Common Stock | 5,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000063 · wk-form4_1780093167.xml · nonDerivative · entry 1 Bennett Roy Edwin · CIK 0001978207 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,710 F1 · shares: Includes 5,429 unvested shares subject to awards of restricted stock units, which vest on the date of Perella Weinberg Partners' next general annual stockholder meeting following the grant date, subject to continued board service through such date. Read SEC document |
| May 27, 2026 Filed May 29, 2026 20:07 UTC |
Dabboussi HoudaDirector
|
GrantClass A Common Stock | 5,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000059 · wk-form4_1780085253.xml · nonDerivative · entry 1 Dabboussi Houda · CIK 0002080644 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,710 F1 · shares: Includes 5,429 unvested shares subject to awards of restricted stock units, which vest on the date of Perella Weinberg Partners' next general annual stockholder meeting following the grant date, subject to continued board service through such date. Read SEC document |
| May 20, 2026 Filed May 21, 2026 00:04 UTC |
Gottschalk AlexandraChief Financial Officer
|
SaleClass A Common Stock | 14,018 | $17.46 | $244,754.28 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 5 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,492 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.26 - $17.64, inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 19, 2026 Filed May 21, 2026 00:04 UTC |
Gottschalk AlexandraChief Financial Officer
|
SaleClass A Common Stock | 43,788 | $17.58 | $769,793.04 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 4 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,510 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.41 - $17.76, inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC |
PWP VoteCo Professionals LPDirector
|
OtherClass B-1 Common Stock · Derivative | 1,906,191 | $0.02 | $38,123.82 |
DisclosureSEC source: 0002006612-26-000005 · wk-form4_1779321818.xml · derivative · entry 1 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,018,315 Underlying: Class A Common Stock · 1,906 shares Expires not disclosed F1 · derivative.exercise_price: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. F2 · kind: Reflects a distribution of Class B-1 Shares by the Reporting Person to one or more of its limited partners. F1 · derivative.exercise_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. F1 · derivative.expiration_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionPWP Holdings LP Common Units · Derivative | 198,083 | $18.37 | $3,638,784.71 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · derivative · entry 5 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 198,083 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: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F4 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F4 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass B-1 Common Stock · Derivative | 198,083 | $0.02 | $3,961.66 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · derivative · entry 4 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · PWP VoteCo Professionals LP Disclosed balance after: 0 Underlying: Class A Common Stock · 198.083 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: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F3 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F3 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC |
STEEL ROBERT KDirector
|
Disposition to issuerClass A Common Stock | 2.08 | $18.37 | $38.21 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · nonDerivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,922 F2 · kind: Reflects the settlement of the exchange of PWP OpCo Units and Class B-1 Shares, as applicable, for cash. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass A Common Stock | 198.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,924.08 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: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass A Common Stock | 198,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,726 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: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionClass B-1 Common Stock · Derivative | 57,749.11 | $0.02 | $1,154.98 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · derivative · entry 7 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · PWP VoteCo Professionals LP Disclosed balance after: 0 Underlying: Class A Common Stock · 57.749 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. F6 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F6 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F6 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionPWP Holdings LP Common Units · Derivative | 57,749.11 | $18.37 | $1,060,851.15 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · derivative · entry 6 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 57,749.11 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. F5 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F5 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F5 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC |
Gottschalk AlexandraChief Financial Officer
|
Disposition to issuerClass A Common Stock | 0.86 | $18.37 | $15.80 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 3 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,298 F2 · kind: Reflects the settlement of the exchange of PWP OpCo Units and Class B-1 Shares, as applicable, for cash. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionClass A Common Stock | 57.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,298.86 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: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionClass A Common Stock | 57,749.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,241.11 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: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:52 UTC |
Gottschalk AlexandraChief Financial Officer
|
SaleClass A Common Stock | 51,671 | $19.74 | $1,019,985.54 |
DisclosureSEC source: 0001777835-26-000044 · wk-form4_1778187156.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,492 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $19.48 - $20.00 , inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 01:11 UTC |
STEEL ROBERT KDirector
|
Tax withholdingClass A Common Stock | 15,301 | $18.64 | $285,210.64 |
DisclosureSEC source: 0001180592-26-000009 · wk-form4_1773105104.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,643 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 01:11 UTC |
Gottschalk AlexandraChief Financial Officer
|
Tax withholdingClass A Common Stock | 1,609 | $18.64 | $29,991.76 |
DisclosureSEC source: 0001867701-26-000006 · wk-form4_1773105061.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,163 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 02:28 UTC |
PWP VoteCo Professionals LPDirector
|
OtherClass B-1 Common Stock · Derivative | 215,000 | $0.02 | $4,300.00 |
DisclosureSEC source: 0002006612-26-000003 · wk-form4_1772677704.xml · derivative · entry 1 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,924,506 Underlying: Class A Common Stock · 215 shares Expires not disclosed F1 · derivative.exercise_price: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. F2 · kind: Reflects a distribution of Class B-1 Shares by the Reporting Person to one or more of its limited partners. F1 · derivative.exercise_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. F1 · derivative.expiration_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. The Reporting Person will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:45 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000004 · wk-form4_1772581531.xml · derivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:45 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000004 · wk-form4_1772581531.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,944 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. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:46 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001867701-26-000004 · wk-form4_1772581573.xml · derivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Class A Common Stock · 4,000 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:46 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001867701-26-000004 · wk-form4_1772581573.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,772 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. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:46 UTC |
STEEL ROBERT KDirector
|
Tax withholdingClass A Common Stock | 3,093 | $19.35 | $59,849.55 |
DisclosureSEC source: 0001180592-26-000002 · wk-form4_1772153210.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,944 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 19:47 UTC |
Weinberg Peter ADirector · Chairman
|
Tax withholdingClass A Common Stock | 11,844 | $19.35 | $229,181.40 |
DisclosureSEC source: 0001416779-26-000002 · wk-form4_1772153256.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,954,900 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:46 UTC |
Becker DietrichDirector · President
|
Tax withholdingClass A Common Stock | 16,052 | $19.35 | $310,606.20 |
DisclosureSEC source: 0001867859-26-000004 · wk-form4_1772153178.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,488 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:44 UTC |
Gottschalk AlexandraChief Financial Officer
|
Tax withholdingClass A Common Stock | 1,633 | $19.35 | $31,598.55 |
DisclosureSEC source: 0001867701-26-000002 · wk-form4_1772153088.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,772 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:44 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 474,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001867860-26-000005 · wk-form4_1772153053.xml · derivative · entry 3 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 525,150 Underlying: Class A Common Stock · 474,850 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: The PSUs granted on February 24, 2023 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on February 24, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F3 · derivative.expiration_date: The PSUs granted on February 24, 2023 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F4 · derivative.expiration_date: These PSUs vested on February 24, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:44 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Tax withholdingClass A Common Stock | 15,590 | $19.35 | $301,666.50 |
DisclosureSEC source: 0001867860-26-000005 · wk-form4_1772153053.xml · nonDerivative · entry 2 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,296,957 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:44 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Exercise / conversionClass A Common Stock | 474,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001867860-26-000005 · wk-form4_1772153053.xml · nonDerivative · entry 1 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,312,547 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. 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.