Last 12 months
Inside the activity.
0 purchase rows · 7 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 3 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 3 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 31, 2024 Filed Nov 4, 2024 21:36 UTC |
Becker DietrichDirector · President
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 95,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000174 · wk-form4_1730756186.xml · derivative · entry 3 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,592,007 Underlying: Class A Common Stock · 95,410 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 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 October 31, 2024, 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 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 October 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:36 UTC |
Becker DietrichDirector · President
|
Tax withholdingClass A Common Stock | 44,842 | $20.23 | $907,153.66 |
DisclosureSEC source: 0001777835-24-000174 · wk-form4_1730756186.xml · nonDerivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 822,029 F1 · acquired: 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 |
| October 31, 2024 Filed Nov 4, 2024 21:36 UTC |
Becker DietrichDirector · President
|
Exercise / conversionClass A Common Stock | 95,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000174 · wk-form4_1730756186.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 866,871 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 |
| September 30, 2024 Filed Oct 2, 2024 18:45 UTC |
Weinberg Peter ADirector · Chairman
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 34,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000165 · wk-form4_1727909103.xml · derivative · entry 4 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,184,782 Underlying: Class A Common Stock · 34,073 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F4 · 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 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. F5 · derivative.exercise_date: These PSUs vested on September 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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 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. F5 · derivative.expiration_date: These PSUs vested on September 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 18:45 UTC |
Weinberg Peter ADirector · Chairman
|
Tax withholdingClass A Common Stock | 17,395 | $19.31 | $335,897.45 |
DisclosureSEC source: 0001777835-24-000165 · wk-form4_1727909103.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,934,017 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 30, 2024 Filed Oct 2, 2024 18:45 UTC |
Weinberg Peter ADirector · Chairman
|
Exercise / conversionClass A Common Stock | 34,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000165 · wk-form4_1727909103.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,951,412 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 |
| September 30, 2024 Filed Oct 2, 2024 22:47 UTC |
Becker DietrichDirector · President
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 48,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000169 · wk-form4_1727909271.xml · derivative · entry 3 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,687,417 Underlying: Class A Common Stock · 48,528 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 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 September 30, 2024, 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 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 September 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:47 UTC |
Becker DietrichDirector · President
|
Tax withholdingClass A Common Stock | 22,809 | $19.31 | $440,441.79 |
DisclosureSEC source: 0001777835-24-000169 · wk-form4_1727909271.xml · nonDerivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771,461 F1 · acquired: 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 30, 2024 Filed Oct 2, 2024 22:47 UTC |
Becker DietrichDirector · President
|
Exercise / conversionClass A Common Stock | 48,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000169 · wk-form4_1727909271.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,270 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 |
| September 30, 2024 Filed Oct 2, 2024 22:46 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 48,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000167 · wk-form4_1727909192.xml · derivative · entry 3 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,687,417 Underlying: Class A Common Stock · 48,528 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 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 September 30, 2024, 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 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 September 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:46 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Tax withholdingClass A Common Stock | 24,774 | $19.31 | $478,385.94 |
DisclosureSEC source: 0001777835-24-000167 · wk-form4_1727909192.xml · nonDerivative · entry 2 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 820,262 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 30, 2024 Filed Oct 2, 2024 22:46 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Exercise / conversionClass A Common Stock | 48,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000167 · wk-form4_1727909192.xml · nonDerivative · entry 1 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 845,036 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 |
| September 06, 2024 Filed Sep 9, 2024 22:45 UTC |
PWP VoteCo Professionals LPDirector
|
OtherClass B-1 Common Stock · Derivative | 997,226 | $0.02 | $19,944.52 |
DisclosureSEC source: 0001777835-24-000163 · wk-form4_1725921905.xml · derivative · entry 1 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,184,027 Underlying: Class A Common Stock · 997.226 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. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 01:51 UTC |
STEEL ROBERT KDirector
|
Tax withholdingClass A Common Stock | 15,315 | $19.55 | $299,408.25 |
DisclosureSEC source: 0001777835-24-000153 · wk-form4_1725500805.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,422 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 03, 2024 Filed Sep 4, 2024 21:51 UTC |
Weinberg Peter ADirector · Chairman
|
Tax withholdingClass A Common Stock | 500,875 | $19.55 | $9,792,106.25 |
DisclosureSEC source: 0001777835-24-000152 · wk-form4_1725500765.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,917,339 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 03, 2024 Filed Sep 5, 2024 00:52 UTC |
OLLILA JORMA JDirector
|
Tax withholdingClass A Common Stock | 359 | $19.55 | $7,018.45 |
DisclosureSEC source: 0001777835-24-000148 · wk-form4_1725494329.xml · nonDerivative · entry 1 OLLILA JORMA J · CIK 0001198944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,268 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 03, 2024 Filed Sep 5, 2024 11:39 UTC |
Gottschalk AlexandraChief Financial Officer
|
Tax withholdingClass A Common Stock | 3,165 | $19.55 | $61,875.75 |
DisclosureSEC source: 0001777835-24-000157 · wk-form4_1725536382.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,236 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 03, 2024 Filed Sep 5, 2024 01:52 UTC |
Becker DietrichDirector · President
|
Tax withholdingClass A Common Stock | 288,606 | $19.55 | $5,642,247.30 |
DisclosureSEC source: 0001777835-24-000155 · wk-form4_1725500869.xml · nonDerivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,742 F1 · acquired: 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 03, 2024 Filed Sep 5, 2024 01:43 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Tax withholdingClass A Common Stock | 313,476 | $19.55 | $6,128,455.80 |
DisclosureSEC source: 0001777835-24-000150 · wk-form4_1725500633.xml · nonDerivative · entry 2 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 796,508 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, 2024 Filed Sep 5, 2024 01:51 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000153 · wk-form4_1725500805.xml · derivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,000 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: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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.expiration_date: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 01:51 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000153 · wk-form4_1725500805.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,737 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, 2024 Filed Sep 4, 2024 21:51 UTC |
Weinberg Peter ADirector · Chairman
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 431,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000152 · wk-form4_1725500765.xml · derivative · entry 4 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218,855 Underlying: Class A Common Stock · 431,145 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F5 · 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 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 August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F5 · 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 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. Read SEC document |
| August 31, 2024 Filed Sep 4, 2024 21:51 UTC |
Weinberg Peter ADirector · Chairman
|
Exercise / conversionClass A Common Stock | 431,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000152 · wk-form4_1725500765.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,418,214 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, 2024 Filed Sep 5, 2024 11:39 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000157 · wk-form4_1725536382.xml · derivative · entry 3 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 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: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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.expiration_date: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 11:39 UTC |
Gottschalk AlexandraChief Financial Officer
|
Exercise / conversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000157 · wk-form4_1725536382.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,401 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, 2024 Filed Sep 5, 2024 01:52 UTC |
Becker DietrichDirector · President
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 614,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000155 · wk-form4_1725500869.xml · derivative · entry 3 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,735,945 Underlying: Class A Common Stock · 614,055 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: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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 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, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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 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. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 01:52 UTC |
Becker DietrichDirector · President
|
Exercise / conversionClass A Common Stock | 614,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000155 · wk-form4_1725500869.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,034,348 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, 2024 Filed Sep 5, 2024 01:43 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Exercise / conversionPerformance-Based Stock Units · Derivative | 614,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000150 · wk-form4_1725500633.xml · derivative · entry 3 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,735,945 Underlying: Class A Common Stock · 614,055 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: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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 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, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · 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 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. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 01:43 UTC |
Bednar AndrewDirector · Chief Executive Officer
|
Exercise / conversionClass A Common Stock | 614,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000150 · wk-form4_1725500633.xml · nonDerivative · entry 1 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,109,984 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 |
| May 22, 2024 Filed May 24, 2024 21:02 UTC |
FASCITELLI ELIZABETH CDirector
|
GrantClass A Common Stock | 6,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000125 · wk-form4_1716584515.xml · nonDerivative · entry 1 FASCITELLI ELIZABETH C · CIK 0001029604 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,505 F1 · shares: Includes 6,383 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 22, 2024 Filed May 24, 2024 21:09 UTC |
Sherburne Jane CecileDirector
|
GrantClass A Common Stock | 6,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000129 · wk-form4_1716584984.xml · nonDerivative · entry 1 Sherburne Jane Cecile · CIK 0001438784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,507 F1 · shares: Includes 6,383 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 22, 2024 Filed May 24, 2024 21:07 UTC |
OLLILA JORMA JDirector
|
Tax withholdingClass A Common Stock | 3,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000127 · wk-form4_1716584827.xml · nonDerivative · entry 2 OLLILA JORMA J · CIK 0001198944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,627 F2 · shares: Represents deemed disposition of shares of Class A common stock to Perella Weinberg Partners to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:07 UTC |
OLLILA JORMA JDirector
|
GrantClass A Common Stock | 6,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000127 · wk-form4_1716584827.xml · nonDerivative · entry 1 OLLILA JORMA J · CIK 0001198944 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,986 F1 · shares: Includes 6,383 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 22, 2024 Filed May 24, 2024 22:25 UTC |
MUGFORD KRISTIN WDirector
|
GrantClass A Common Stock | 6,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000131 · wk-form4_1716589539.xml · nonDerivative · entry 1 MUGFORD KRISTIN W · CIK 0001213408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,505 F1 · shares: Includes 6,383 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, 2024 Filed May 21, 2024 00:09 UTC |
PWP VoteCo Professionals LPDirector
|
OtherClass B-1 Common Stock · Derivative | 1,284,217 | $0.02 | $25,684.34 |
DisclosureSEC source: 0001777835-24-000109 · wk-form4_1716250168.xml · derivative · entry 2 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,181,253 Underlying: Class A Common Stock · 1,284.217 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. F3 · kind: Reflects a distribution of 1,284,217 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. Read SEC document |
| May 16, 2024 Filed May 21, 2024 00:09 UTC |
PWP VoteCo Professionals LPDirector
|
Disposition to issuerClass B-1 Common Stock · Derivative | 59,040 | $0.02 | $1,180.80 |
DisclosureSEC source: 0001777835-24-000109 · wk-form4_1716250168.xml · derivative · entry 1 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,465,470 Underlying: Class A Common Stock · 59.04 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 the Issuer's repurchase of 59,040 Class B-1 Shares from the Reporting Person in connection with the cancellation of certain partnership units. 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. Read SEC document |
| May 16, 2024 Filed May 21, 2024 00:12 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionPWP Holdings LP Common Units · Derivative | 394,055 | $15.17 | $5,977,814.35 |
DisclosureSEC source: 0001777835-24-000111 · wk-form4_1716250317.xml · derivative · entry 6 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 575,358 Underlying: Class A Common Stock · 394,055 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 16, 2024 Filed May 21, 2024 00:12 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass B-1 Common Stock · Derivative | 394,055 | $0.02 | $7,881.10 |
DisclosureSEC source: 0001777835-24-000111 · wk-form4_1716250317.xml · derivative · entry 5 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · PWP VoteCo Professionals LP Disclosed balance after: 575,358 Underlying: Class A Common Stock · 394.055 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 16, 2024 Filed May 21, 2024 00:12 UTC |
STEEL ROBERT KDirector
|
Disposition to issuerClass A Common Stock | 394.055 | $15.17 | $5,977.81 |
DisclosureSEC source: 0001777835-24-000111 · wk-form4_1716250317.xml · nonDerivative · entry 4 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,737 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 16, 2024 Filed May 21, 2024 00:12 UTC |
STEEL ROBERT KDirector
|
Disposition to issuerClass A Common Stock | 394,055 | $15.17 | $5,977,814.35 |
DisclosureSEC source: 0001777835-24-000111 · wk-form4_1716250317.xml · nonDerivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,131 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 16, 2024 Filed May 21, 2024 00:12 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass A Common Stock | 394.055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000111 · wk-form4_1716250317.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 463,186 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, 2024 Filed May 21, 2024 00:12 UTC |
STEEL ROBERT KDirector
|
Exercise / conversionClass A Common Stock | 394,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000111 · wk-form4_1716250317.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 462,792 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 06, 2024 Filed May 8, 2024 23:55 UTC |
PWP VoteCo Professionals LPDirector
|
Disposition to issuerClass B-1 Common Stock · Derivative | 6,149,211 | $0.01 | $61,492.11 |
DisclosureSEC source: 0001777835-24-000107 · wk-form4_1715212517.xml · derivative · entry 1 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,524,510 Underlying: Class A Common Stock · 6,149.211 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 the Issuer's repurchase of 6,149,211 Class B-1 Shares from the Reporting Person in connection with the cancellation of certain partnership units. 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 |
| March 04, 2024 Filed Mar 7, 2024 21:21 UTC |
STEEL ROBERT KDirector
|
Tax withholdingClass A Common Stock | 6,424 | $13.54 | $86,980.96 |
DisclosureSEC source: 0001777835-24-000051 · wk-form4_1709846497.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,737 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, 2024 Filed Mar 7, 2024 16:16 UTC |
Weinberg Peter ADirector · Chairman
|
Tax withholdingClass A Common Stock | 56,048 | $13.54 | $758,889.92 |
DisclosureSEC source: 0001777835-24-000045 · wk-form4_1709846192.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,987,069 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, 2024 Filed Mar 7, 2024 21:23 UTC |
Gottschalk AlexandraChief Financial Officer
|
Tax withholdingClass A Common Stock | 2,200 | $13.54 | $29,788.00 |
DisclosureSEC source: 0001777835-24-000053 · wk-form4_1709846571.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,401 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, 2024 Filed Mar 7, 2024 21:20 UTC |
Becker DietrichDirector · President
|
Tax withholdingClass A Common Stock | 44,044 | $13.54 | $596,355.76 |
DisclosureSEC source: 0001777835-24-000049 · wk-form4_1709846422.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 420,293 F1 · acquired: 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, 2024 Filed Mar 7, 2024 21:18 UTC |
Bednar AndrewDirector · Chief Executive Officer
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Tax withholdingClass A Common Stock | 47,967 | $13.54 | $649,473.18 |
DisclosureSEC source: 0001777835-24-000047 · wk-form4_1709846275.xml · nonDerivative · entry 1 Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 495,929 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 01, 2024 Filed Mar 1, 2024 21:48 UTC |
PWP VoteCo Professionals LPDirector
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OtherClass B-1 Common Stock · Derivative | 793,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000043 · wk-form4_1709329689.xml · derivative · entry 1 PWP VoteCo Professionals LP · CIK 0002006612 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,673,721 Underlying: Class A Common Stock · 793.354 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. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 02:34 UTC |
STEEL ROBERT KDirector
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Tax withholdingClass A Common Stock | 2,609 | $12.97 | $33,838.73 |
DisclosureSEC source: 0001777835-24-000038 · wk-form4_1709001221.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,161 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.