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Nasdaq · USD

PWP

Perella Weinberg Partners

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988
SEC CIK
0001777835
Parsed reports
246

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
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202601
Jul 202600
Aug 202603
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
September 01, 2026 Filed Sep 4, 2026 00:52 UTC OtherClass B-1 Common Stock · Derivative 1,997,030 $0.02 $39,940.60
Disclosure

SEC 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 Exercise / conversionPerformance-Based Stock Units · Derivative 30,000 $0.00 $0.00
Disclosure

SEC 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 Tax withholdingClass A Common Stock 15,298 $16.98 $259,760.04
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 30,000 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionPerformance-Based Stock Units · Derivative 4,000 $0.00 $0.00
Disclosure

SEC 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 Tax withholdingClass A Common Stock 1,626 $16.98 $27,609.48
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 4,000 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionPerformance-Based Stock Units · Derivative 680,336 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 680,336 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 SaleClass A Common Stock 100,000 $15.76 $1,576,000.00
Disclosure

SEC 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 GrantClass A Common Stock 5,429 $0.00 $0.00
Disclosure

SEC 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 Tax withholdingClass A Common Stock 1,696 $18.97 $32,173.12
Disclosure

SEC 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 GrantClass A Common Stock 5,429 $0.00 $0.00
Disclosure

SEC 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 GrantClass A Common Stock 5,429 $0.00 $0.00
Disclosure

SEC 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 GrantClass A Common Stock 5,429 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 OtherClass B-1 Common Stock · Derivative 1,906,191 $0.02 $38,123.82
Disclosure

SEC 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.

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May 18, 2026 Filed May 21, 2026 00:03 UTC Exercise / conversionPWP Holdings LP Common Units · Derivative 198,083 $18.37 $3,638,784.71
Disclosure

SEC 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 Exercise / conversionClass B-1 Common Stock · Derivative 198,083 $0.02 $3,961.66
Disclosure

SEC 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 Disposition to issuerClass A Common Stock 2.08 $18.37 $38.21
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 198.08 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 198,083 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Tax withholdingClass A Common Stock 15,301 $18.64 $285,210.64
Disclosure

SEC 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
Disclosure

SEC 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 OtherClass B-1 Common Stock · Derivative 215,000 $0.02 $4,300.00
Disclosure

SEC 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 Exercise / conversionPerformance-Based Stock Units · Derivative 30,000 $0.00 $0.00
Disclosure

SEC 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 Exercise / conversionClass A Common Stock 30,000 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Tax withholdingClass A Common Stock 3,093 $19.35 $59,849.55
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.