PWP

SEC source: 0001777835-23-000032 · wf-form4_167763243077574.xml · nonDerivative · entry 3

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 568,891

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.15 to $10.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000034 · wf-form4_167763265631869.xml · nonDerivative · entry 1

STEEL ROBERT K · CIK 0001180592 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,549

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.

SEC source: 0001777835-23-000038 · wf-form4_167763296656162.xml · nonDerivative · entry 1

Barancik Gary · CIK 0001458340 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,469

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.

SEC source: 0001777835-23-000033 · wf-form4_167763257677857.xml · nonDerivative · entry 1

Weinberg Peter A · CIK 0001416779 · Director · Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 466,879

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.

SEC source: 0001777835-23-000032 · wf-form4_167763243077574.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 573,948

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.10 to $10.23, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000032 · wf-form4_167763243077574.xml · nonDerivative · entry 1

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 573,948

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.10 to $10.23, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000037 · wf-form4_167763285777038.xml · nonDerivative · entry 1

Shendelman Vladimir · CIK 0001867858 · General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,618

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.

SEC source: 0001777835-23-000039 · wf-form4_167763303951825.xml · nonDerivative · entry 1

Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,306

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.

SEC source: 0001777835-23-000036 · wf-form4_167763279033330.xml · nonDerivative · entry 1

Becker Dietrich · CIK 0001867859 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 383,631

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.

SEC source: 0001777835-23-000035 · wf-form4_167763272936049.xml · derivative · entry 2

Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,000,000

Underlying: Class A Common Stock · 1,000,000 shares

Expires not disclosed

F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date.

F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date.

F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date.

SEC source: 0001777835-23-000035 · wf-form4_167763272936049.xml · nonDerivative · entry 1

Bednar Andrew · CIK 0001867860 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 383,645

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.

SEC source: 0001777835-23-000020 · wf-form4_167720430570332.xml · nonDerivative · entry 6

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 587,281

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.50 to $10.59, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000020 · wf-form4_167720430570332.xml · nonDerivative · entry 5

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 587,281

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.50 to $10.59, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000020 · wf-form4_167720430570332.xml · nonDerivative · entry 4

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 587,728

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.60 to $10.65, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000020 · wf-form4_167720430570332.xml · nonDerivative · entry 3

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 587,728

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.60 to $10.65, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000020 · wf-form4_167720430570332.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 595,871

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.60 to $10.875, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000020 · wf-form4_167720430570332.xml · nonDerivative · entry 1

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 595,871

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.60 to $10.875, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000009 · wf-form4_167667212027457.xml · nonDerivative · entry 6

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 601,355

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.75 to $10.92, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000009 · wf-form4_167667212027457.xml · nonDerivative · entry 5

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 601,355

F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.75 to $10.92, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000009 · wf-form4_167667212027457.xml · nonDerivative · entry 4

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 684,689

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.86 to $11.07, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000009 · wf-form4_167667212027457.xml · nonDerivative · entry 3

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 684,689

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $10.86 to $11.07, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000009 · wf-form4_167667212027457.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 708,022

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.05 to $11.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-23-000009 · wf-form4_167667212027457.xml · nonDerivative · entry 1

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 708,022

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $11.05 to $11.25, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000105 · wf-form4_167115252128774.xml · nonDerivative · entry 4

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 722,267

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.40 to $9.67, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000105 · wf-form4_167115252128774.xml · nonDerivative · entry 3

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 722,267

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.40 to $9.67, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000105 · wf-form4_167115252128774.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 737,265

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.61 to $9.82, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000105 · wf-form4_167115252128774.xml · nonDerivative · entry 1

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 737,265

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.61 to $9.82, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000101 · wf-form4_167001802669091.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,599,833

Underlying: Class A Common Stock · 362,000 shares

Expires not disclosed

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.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

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.

SEC source: 0001777835-22-000101 · wf-form4_167001802669091.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,599,833

Underlying: Class A Common Stock · 362,000 shares

Expires not disclosed

F1 · 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.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · 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.

F1 · 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.

SEC source: 0001777835-22-000098 · wf-form4_166846375691518.xml · nonDerivative · entry 4

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 747,267

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $8.435 to $8.86, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000098 · wf-form4_166846375691518.xml · nonDerivative · entry 3

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 747,267

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $8.435 to $8.86, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000098 · wf-form4_166846375691518.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 764,641

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.44, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000098 · wf-form4_166846375691518.xml · nonDerivative · entry 1

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 764,641

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $8.25 to $8.44, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000079 · wf-form4_166258164725891.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,961,833

Underlying: Class A Common Stock · 764,111 shares

Expires not disclosed

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.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

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.

SEC source: 0001777835-22-000079 · wf-form4_166258164725891.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,961,833

Underlying: Class A Common Stock · 764,111 shares

Expires not disclosed

F1 · 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.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · 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.

F1 · 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.

SEC source: 0001777835-22-000072 · wf-form4_166199315132963.xml · nonDerivative · entry 1

OLLILA JORMA J · CIK 0001198944 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,571

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.

SEC source: 0001777835-22-000074 · wf-form4_166199327214460.xml · nonDerivative · entry 1

Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,295

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.

SEC source: 0001777835-22-000070 · wf-form4_166190603445930.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 772,267

F2 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000070 · wf-form4_166190603445930.xml · nonDerivative · entry 1

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 772,267

F1 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000068 · wf-form4_166155085870360.xml · nonDerivative · entry 4

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 772,367

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $7.75 to $7.82, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000068 · wf-form4_166155085870360.xml · nonDerivative · entry 3

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 772,367

F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $7.75 to $7.82, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000068 · wf-form4_166155085870360.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 777,181

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $7.75 to $7.77, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F3 · ownership.nature: Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000068 · wf-form4_166155085870360.xml · nonDerivative · entry 1

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By FinTech Masala Holdings, LLC

Disclosed balance after: 777,181

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $7.75 to $7.77, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.

F2 · ownership.nature: Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.

SEC source: 0001777835-22-000050 · wf-form4_165420265542270.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,725,944

Underlying: Class A Common Stock · 628,965 shares

Expires not disclosed

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.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

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.

SEC source: 0001777835-22-000050 · wf-form4_165420265542270.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,725,944

Underlying: Class A Common Stock · 628,965 shares

Expires not disclosed

F1 · 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.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · 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.

F1 · 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.

SEC source: 0001777835-22-000042 · wf-form4_165359833436318.xml · nonDerivative · entry 2

FASCITELLI ELIZABETH C · CIK 0001029604 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,927

F2 · shares: Includes 13,453 unvested shares subject to awards of RSUs, 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.

SEC source: 0001777835-22-000042 · wf-form4_165359833436318.xml · nonDerivative · entry 1

FASCITELLI ELIZABETH C · CIK 0001029604 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,474

F1 · shares: Includes 7,474 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.

SEC source: 0001777835-22-000039 · wf-form4_165359810409878.xml · nonDerivative · entry 2

Sherburne Jane Cecile · CIK 0001438784 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,929

F2 · shares: Includes 13,453 unvested shares subject to awards of RSUs, 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.

SEC source: 0001777835-22-000039 · wf-form4_165359810409878.xml · nonDerivative · entry 1

Sherburne Jane Cecile · CIK 0001438784 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,476

F1 · shares: Includes 406 fully-vested shares subject to awards of director restricted stock units ("RSUs"), which vested on May 24, 2022. These RSUs are true-up awards granted with respect to the pro-rated period of board service between June 24, 2021 and Perella Weinberg Partners' 2022 general annual stockholder meeting on May 24, 2022.

SEC source: 0001777835-22-000038 · wf-form4_165359803023090.xml · nonDerivative · entry 2

COHEN DANIEL G · CIK 0001247745 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,852

F2 · shares: Includes 13,453 unvested shares subject to awards of RSUs, 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.