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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
February 18, 2026 Filed Feb 19, 2026 00:53 UTC Tax withholdingClass A Common Stock 16,824 $20.79 $349,770.96
Disclosure

SEC source: 0001777835-26-000013 · wk-form4_1771462393.xml · nonDerivative · entry 2

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 178,037

F2 · 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 18, 2026 Filed Feb 19, 2026 00:57 UTC
Bednar AndrewDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 62,945 $20.79 $1,308,626.55
Disclosure

SEC source: 0001867860-26-000002 · wk-form4_1771462671.xml · nonDerivative · entry 2

Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 837,697

F2 · 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 18, 2026 Filed Feb 19, 2026 00:55 UTC
Becker DietrichDirector · President
Tax withholdingClass A Common Stock 48,546 $20.79 $1,009,271.34
Disclosure

SEC source: 0001867859-26-000002 · wk-form4_1771462536.xml · nonDerivative · entry 2

Becker Dietrich · CIK 0001867859 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 426,540

F2 · 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 18, 2026 Filed Feb 19, 2026 00:54 UTC
Gottschalk AlexandraChief Financial Officer
Tax withholdingClass A Common Stock 3,975 $20.79 $82,640.25
Disclosure

SEC source: 0001777835-26-000015 · wk-form4_1771462489.xml · nonDerivative · entry 2

Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123,405

F2 · 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 13, 2026 Filed Feb 19, 2026 00:53 UTC GrantClass A Common Stock 96,089 $0.00 $0.00
Disclosure

SEC source: 0001777835-26-000013 · wk-form4_1771462393.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 194,861

F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 00:57 UTC
Bednar AndrewDirector · Chief Executive Officer
GrantClass A Common Stock 224,206 $0.00 $0.00
Disclosure

SEC source: 0001867860-26-000002 · wk-form4_1771462671.xml · nonDerivative · entry 1

Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 900,642

F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 00:55 UTC
Becker DietrichDirector · President
GrantClass A Common Stock 106,617 $0.00 $0.00
Disclosure

SEC source: 0001867859-26-000002 · wk-form4_1771462536.xml · nonDerivative · entry 1

Becker Dietrich · CIK 0001867859 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 475,086

F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date.

Read SEC document
February 13, 2026 Filed Feb 19, 2026 00:54 UTC
Gottschalk AlexandraChief Financial Officer
GrantClass A Common Stock 32,243 $0.00 $0.00
Disclosure

SEC source: 0001777835-26-000015 · wk-form4_1771462489.xml · nonDerivative · entry 1

Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,380

F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date.

Read SEC document
November 17, 2025 Filed Nov 19, 2025 22:38 UTC OtherClass B-1 Common Stock · Derivative 1,319,000 $0.02 $26,380.00
Disclosure

SEC source: 0002006612-25-000003 · wk-form4_1763591933.xml · derivative · entry 1

PWP VoteCo Professionals LP · CIK 0002006612 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,139,506

Underlying: Class A Common Stock · 1,319 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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September 11, 2025 Filed Sep 11, 2025 22:44 UTC SaleClass A Common Stock 69,845 $22.42 $1,565,924.90
Disclosure

SEC source: 0001777835-25-000176 · wk-form4_1757630636.xml · nonDerivative · entry 3

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,772

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $21.77-$22.61, 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
September 10, 2025 Filed Sep 11, 2025 22:44 UTC SaleClass A Common Stock 51,505 $21.85 $1,125,384.25
Disclosure

SEC source: 0001777835-25-000176 · wk-form4_1757630636.xml · nonDerivative · entry 2

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 168,617

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $21.74-$22.03, 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
September 09, 2025 Filed Sep 11, 2025 22:44 UTC SaleClass A Common Stock 90,532 $21.76 $1,969,976.32
Disclosure

SEC source: 0001777835-25-000176 · wk-form4_1757630636.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 220,122

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $21.57-$21.96, 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
September 02, 2025 Filed Sep 4, 2025 00:22 UTC OtherClass B-1 Common Stock · Derivative 1,498,883 $0.02 $29,977.66
Disclosure

SEC source: 0001777835-25-000169 · wk-form4_1756945331.xml · derivative · entry 1

PWP VoteCo Professionals LP · CIK 0002006612 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,458,506

Underlying: Class A Common Stock · 1,498.883 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
September 02, 2025 Filed Sep 3, 2025 21:13 UTC Tax withholdingClass A Common Stock 15,315 $22.13 $338,920.95
Disclosure

SEC source: 0001777835-25-000165 · wk-form4_1756934020.xml · nonDerivative · entry 2

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,457

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
September 02, 2025 Filed Sep 3, 2025 21:25 UTC
Perella Weinberg PartnersChief Financial Officer
Tax withholdingClass A Common Stock 1,630 $22.13 $36,071.90
Disclosure

SEC source: 0001777835-25-000168 · wk-form4_1756934750.xml · nonDerivative · entry 2

Perella Weinberg Partners · CIK 0001777835 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,137

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
September 02, 2025 Filed Sep 5, 2025 00:35 UTC Exercise / conversionPWP Holdings LP Common Units · Derivative 197,000 $22.26 $4,385,220.00
Disclosure

SEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · derivative · entry 4

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,083

Underlying: Class A Common Stock · 197,000 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.

F3 · 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.

F3 · 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.

F3 · 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
September 02, 2025 Filed Sep 5, 2025 00:35 UTC Exercise / conversionClass B-1 Common Stock · Derivative 197,000 $0.02 $3,940.00
Disclosure

SEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · derivative · entry 3

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · PWP VoteCo Professionals LP

Disclosed balance after: 198,083

Underlying: Class A Common Stock · 197 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: 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.

F2 · 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.

F2 · 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
September 02, 2025 Filed Sep 5, 2025 00:35 UTC Exercise / conversionClass A Common Stock 197 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · nonDerivative · entry 2

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310,654

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
September 02, 2025 Filed Sep 5, 2025 00:35 UTC Exercise / conversionClass A Common Stock 197,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310,457

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
August 31, 2025 Filed Sep 3, 2025 21:13 UTC Exercise / conversionPerformance-Based Stock Units · Derivative 30,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000165 · wk-form4_1756934020.xml · derivative · entry 3

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,000

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.

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 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.

F4 · derivative.exercise_date: These PSUs vested on August 31, 2025, upon the achievement of certain service-based and performance-based vesting conditions.

F3 · 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.

F4 · derivative.expiration_date: These PSUs vested on August 31, 2025, upon the achievement of certain service-based and performance-based vesting conditions.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 21:13 UTC Exercise / conversionClass A Common Stock 30,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000165 · wk-form4_1756934020.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,772

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
August 31, 2025 Filed Sep 3, 2025 21:25 UTC
Perella Weinberg PartnersChief Financial Officer
Exercise / conversionPerformance-Based Stock Units · Derivative 4,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000168 · wk-form4_1756934750.xml · derivative · entry 3

Perella Weinberg Partners · CIK 0001777835 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,000

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.

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: 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, 2025, upon the achievement of certain service-based and performance-based vesting conditions.

F3 · 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.

F4 · derivative.expiration_date: These PSUs vested on August 31, 2025, upon the achievement of certain service-based and performance-based vesting conditions.

Read SEC document
August 31, 2025 Filed Sep 3, 2025 21:25 UTC
Perella Weinberg PartnersChief Financial Officer
Exercise / conversionClass A Common Stock 4,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000168 · wk-form4_1756934750.xml · nonDerivative · entry 1

Perella Weinberg Partners · CIK 0001777835 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,767

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 08, 2025 Filed Aug 12, 2025 20:51 UTC GrantClass A Common Stock 2,281 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000162 · wk-form4_1755031888.xml · nonDerivative · entry 1

Dabboussi Houda · CIK 0002080644 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,281

F1 · shares: Includes 2,281 unvested shares subject to awards of director restricted stock units ("RSUs"), which vest in three equal installments on the 12, 24 and 36 month anniversaries of the grant date, subject to continued board service through each vesting date. Each RSU represents a contingent right to receive one share of Class A common stock.

Read SEC document
August 08, 2025 Filed Aug 12, 2025 20:49 UTC GrantClass A Common Stock 2,281 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000160 · wk-form4_1755031746.xml · nonDerivative · entry 1

Bennett Roy Edwin · CIK 0001978207 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,281

F1 · shares: Includes 2,281 unvested shares subject to awards of director restricted stock units ("RSUs"), which vest in three equal installments on the 12, 24 and 36 month anniversaries of the grant date, subject to continued board service through each vesting date. Each RSU represents a contingent right to receive one share of Class A common stock.

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August 08, 2025 Filed Aug 12, 2025 20:42 UTC
Becker DietrichDirector · President
SaleClass A Common Stock 177,553 $22.20 $3,941,676.60
Disclosure

SEC source: 0001777835-25-000158 · wk-form4_1755031321.xml · nonDerivative · entry 1

Becker Dietrich · CIK 0001867859 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 368,469

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $22.20-$22.51, 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.

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June 11, 2025 Filed Jun 14, 2025 00:41 UTC SaleClass A Common Stock 28,214 $18.75 $529,012.50
Disclosure

SEC source: 0001777835-25-000121 · wk-form4_1749861690.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,772

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $18.62-$18.87, 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.

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June 02, 2025 Filed Jun 2, 2025 21:22 UTC SaleClass A Common Stock 60,092 $17.30 $1,039,591.60
Disclosure

SEC source: 0001777835-25-000119 · wk-form4_1748899337.xml · nonDerivative · entry 3

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,986

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.00-$17.61, 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.

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May 30, 2025 Filed Jun 2, 2025 21:22 UTC SaleClass A Common Stock 62,997 $17.45 $1,099,297.65
Disclosure

SEC source: 0001777835-25-000119 · wk-form4_1748899337.xml · nonDerivative · entry 2

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187,078

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.23-$17.62, 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.

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May 29, 2025 Filed Jun 2, 2025 21:22 UTC SaleClass A Common Stock 73,107 $17.73 $1,296,187.11
Disclosure

SEC source: 0001777835-25-000119 · wk-form4_1748899337.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 250,075

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.50-$17.81, 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.

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May 28, 2025 Filed May 30, 2025 19:42 UTC GrantClass A Common Stock 5,652 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000117 · wk-form4_1748634144.xml · nonDerivative · entry 1

FASCITELLI ELIZABETH C · CIK 0001029604 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,157

F1 · shares: Includes 5,652 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.

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May 28, 2025 Filed May 30, 2025 19:35 UTC GrantClass A Common Stock 5,652 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000111 · wk-form4_1748633741.xml · nonDerivative · entry 1

Sherburne Jane Cecile · CIK 0001438784 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,159

F1 · shares: Includes 5,652 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.

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May 28, 2025 Filed May 30, 2025 19:37 UTC GrantClass A Common Stock 5,652 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000113 · wk-form4_1748633861.xml · nonDerivative · entry 2

OLLILA JORMA J · CIK 0001198944 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,005

F2 · shares: Includes 5,652 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.

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May 28, 2025 Filed May 30, 2025 19:37 UTC Tax withholdingClass A Common Stock 1,915 $18.02 $34,508.30
Disclosure

SEC source: 0001777835-25-000113 · wk-form4_1748633861.xml · nonDerivative · entry 1

OLLILA JORMA J · CIK 0001198944 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,353

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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May 28, 2025 Filed May 30, 2025 19:40 UTC GrantClass A Common Stock 5,652 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000115 · wk-form4_1748634010.xml · nonDerivative · entry 1

MUGFORD KRISTIN W · CIK 0001213408 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,157

F1 · shares: Includes 5,652 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 16, 2025 Filed May 19, 2025 21:19 UTC OtherClass B-1 Common Stock · Derivative 1,233,124 $0.02 $24,662.48
Disclosure

SEC source: 0001777835-25-000101 · wk-form4_1747689590.xml · derivative · entry 1

PWP VoteCo Professionals LP · CIK 0002006612 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,957,390

Underlying: Class A Common Stock · 1,233.124 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 PWP AdCo Professionals LP and 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 PWP AdCo Professionals LP and 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 PWP AdCo Professionals LP and 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 16, 2025 Filed May 19, 2025 21:20 UTC Exercise / conversionPWP Holdings LP Common Units · Derivative 196,000 $19.02 $3,727,920.00
Disclosure

SEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · derivative · entry 4

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 395,083

Underlying: Class A Common Stock · 196,000 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.

F3 · 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.

F3 · 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.

F3 · 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 16, 2025 Filed May 19, 2025 21:20 UTC Exercise / conversionClass B-1 Common Stock · Derivative 196,000 $0.02 $3,920.00
Disclosure

SEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · derivative · entry 3

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · PWP VoteCo Professionals LP

Disclosed balance after: 395,083

Underlying: Class A Common Stock · 196 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: 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.

F2 · 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.

F2 · 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.

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May 16, 2025 Filed May 19, 2025 21:20 UTC Exercise / conversionClass A Common Stock 196 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · nonDerivative · entry 2

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 323,182

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 16, 2025 Filed May 19, 2025 21:20 UTC Exercise / conversionClass A Common Stock 196,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 322,986

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 01, 2025 Filed May 5, 2025 17:42 UTC
Weinberg Peter ADirector · Chairman
SaleClass A Common Stock 137,621 $17.20 $2,367,081.20
Disclosure

SEC source: 0001777835-25-000093 · wk-form4_1746481338.xml · nonDerivative · entry 1

Weinberg Peter A · CIK 0001416779 · Director · Chairman

10b5-1 filing: Plan reported

Ownership: Indirect · Red Hook Capital LLC

Disclosed balance after: 0

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $16.84-$17.44, 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.

F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein.

Read SEC document
April 02, 2025 Filed Apr 3, 2025 17:37 UTC
Weinberg Peter ADirector · Chairman
SaleClass A Common Stock 39,982 $19.16 $766,055.12
Disclosure

SEC source: 0001777835-25-000073 · wk-form4_1743716268.xml · nonDerivative · entry 2

Weinberg Peter A · CIK 0001416779 · Director · Chairman

10b5-1 filing: Plan reported

Ownership: Indirect · Red Hook Capital LLC

Disclosed balance after: 137,621

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024.

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.91-$19.51, 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.

F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein.

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April 01, 2025 Filed Apr 3, 2025 17:37 UTC
Weinberg Peter ADirector · Chairman
SaleClass A Common Stock 101,018 $18.45 $1,863,782.10
Disclosure

SEC source: 0001777835-25-000073 · wk-form4_1743716268.xml · nonDerivative · entry 1

Weinberg Peter A · CIK 0001416779 · Director · Chairman

10b5-1 filing: Plan reported

Ownership: Indirect · Red Hook Capital LLC

Disclosed balance after: 177,603

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.97-$18.75, 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.

F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein.

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March 04, 2025 Filed Mar 4, 2025 21:58 UTC Tax withholdingClass A Common Stock 21,162 $22.24 $470,642.88
Disclosure

SEC source: 0001777835-25-000058 · wk-form4_1741125496.xml · nonDerivative · entry 2

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,986

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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March 04, 2025 Filed Mar 4, 2025 21:59 UTC
Gottschalk AlexandraChief Financial Officer
Tax withholdingClass A Common Stock 5,175 $22.24 $115,092.00
Disclosure

SEC source: 0001777835-25-000060 · wk-form4_1741125552.xml · nonDerivative · entry 2

Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,767

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 04, 2025 Filed Mar 5, 2025 17:21 UTC
Weinberg Peter ADirector · Chairman
SaleClass A Common Stock 59,130 $21.03 $1,243,503.90
Disclosure

SEC source: 0001777835-25-000064 · wk-form4_1741213308.xml · nonDerivative · entry 3

Weinberg Peter A · CIK 0001416779 · Director · Chairman

10b5-1 filing: Plan reported

Ownership: Indirect · Red Hook Capital LLC

Disclosed balance after: 278,621

F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024.

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $20.53-$21.73, 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

F4 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein.

Read SEC document
March 04, 2025 Filed Mar 5, 2025 17:21 UTC
Weinberg Peter ADirector · Chairman
Tax withholdingClass A Common Stock 60,749 $22.24 $1,351,057.76
Disclosure

SEC source: 0001777835-25-000064 · wk-form4_1741213308.xml · nonDerivative · entry 1

Weinberg Peter A · CIK 0001416779 · Director · Chairman

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,966,744

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 04, 2025 Filed Mar 5, 2025 22:24 UTC
Bednar AndrewDirector · Chief Executive Officer
Tax withholdingClass A Common Stock 47,967 $22.24 $1,066,786.08
Disclosure

SEC source: 0001777835-25-000068 · wk-form4_1741213490.xml · nonDerivative · entry 1

Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 676,436

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 04, 2025 Filed Mar 5, 2025 22:23 UTC
Becker DietrichDirector · President
Tax withholdingClass A Common Stock 44,044 $22.24 $979,538.56
Disclosure

SEC source: 0001777835-25-000066 · wk-form4_1741213385.xml · nonDerivative · entry 1

Becker Dietrich · CIK 0001867859 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 546,022

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, 2025 Filed Mar 5, 2025 22:20 UTC OtherClass B-1 Common Stock · Derivative 1,270,086 $0.02 $25,401.72
Disclosure

SEC source: 0001777835-25-000062 · wk-form4_1741213219.xml · derivative · entry 1

PWP VoteCo Professionals LP · CIK 0002006612 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,190,514

Underlying: Class A Common Stock · 1,270.086 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 PWP AdCo Professionals LP and 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 PWP AdCo Professionals LP and 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 PWP AdCo Professionals LP and 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.