Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GENERAL DYNAMICS CORPGD · Entity 2916 | Director | September 23, 2026 | September 25, 2026 |
| GOLDMAN SACHS GROUP INCGS · Entity 2819 | Vice Chairman of the Corp. | January 22, 2004 | January 26, 2004 |
| Perella Weinberg PartnersPWP · Entity 988 | Director | August 31, 2026 | September 02, 2026 |
| USHG Acquisition Corp.HUGS · Entity 142107 | Director | February 24, 2021 | February 24, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
GENERAL DYNAMICS CORP
Report date September 23, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,096 |
Ending reported balance
After 2026-09-23 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-09-23 · Exercise / conversion · Acquired 2,770 · Balance 5,866 Row 2 · 2026-09-23 · Sale · Disposed 2,770 · Balance 3,096 Row 3 · 2026-09-23 · Exercise / conversion · Acquired 2,190 · Balance 5,286 Row 4 · 2026-09-23 · Sale · Disposed 2,190 · Balance 3,096 Row 5 · 2026-09-23 · Exercise / conversion · Acquired 1,780 · Balance 4,876 Row 6 · 2026-09-23 · Sale · Disposed 1,780 · Balance 3,096 F1: Sale prices ranged from $345.97 to $346.01. Reporting Person will provide, upon request by the Commission staff, General Dynamics, or a General Dynamics shareholder, full information regarding the number of shares sold at each separate sales price. Row 7 · 2026-09-23 · Exercise / conversion · Acquired 700 · Balance 3,796 Row 8 · 2026-09-23 · Sale · Disposed 700 · Balance 3,096 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $168.56 · Expires 2031-03-02 | Direct | 0 |
Reported balance
After 2026-09-23 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-23 · Exercise / conversion · Disposed 2,770 · Balance 0 F2: Fifty percent became exercisable on 03/03/2023, and the remaining fifty percent became exercisable on 03/03/2024. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $232.90 · Expires 2032-03-01 | Direct | 0 |
Reported balance
After 2026-09-23 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-09-23 · Exercise / conversion · Disposed 2,190 · Balance 0 F3: Fifty percent became exercisable on 03/02/2024, and the remaining fifty percent became exercisable on 03/02/2025. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $227.58 · Expires 2033-03-07 | Direct | 0 |
Reported balance
After 2026-09-23 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-09-23 · Exercise / conversion · Disposed 1,780 · Balance 0 F4: Fifty percent became exercisable on 03/08/2025, and the remaining fifty percent became exercisable on 03/08/2026. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $274.51 · Expires 2034-03-05 | Direct | 700 |
Reported balance
After 2026-09-23 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-09-23 · Exercise / conversion · Disposed 700 · Balance 700 F5: Fifty percent became exercisable on 03/06/2026, and the remaining fifty percent will become exercisable on 03/06/2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale prices ranged from $345.97 to $346.01. Reporting Person will provide, upon request by the Commission staff, General Dynamics, or a General Dynamics shareholder, full information regarding the number of shares sold at each separate sales price.
F2: Fifty percent became exercisable on 03/03/2023, and the remaining fifty percent became exercisable on 03/03/2024.
F3: Fifty percent became exercisable on 03/02/2024, and the remaining fifty percent became exercisable on 03/02/2025.
F4: Fifty percent became exercisable on 03/08/2025, and the remaining fifty percent became exercisable on 03/08/2026.
F5: Fifty percent became exercisable on 03/06/2026, and the remaining fifty percent will become exercisable on 03/06/2027.
GOLDMAN SACHS GROUP INC
Report date January 22, 2004 · Filed January 26, 2004
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 951,329 |
Ending reported balance
After 2004-01-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2004-01-22 · Sale · Disposed 10,989 · Balance 962,318 Row 2 · 2004-01-23 · Sale · Disposed 10,989 · Balance 951,329 |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 126,837 |
Reported balance
Holding disclosure · report date 2004-01-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 126,837 F1: As trustee of grantor retained annuity trust |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 272,278 |
Reported balance
Holding disclosure · report date 2004-01-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 272,278 F1: As trustee of grantor retained annuity trust |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 59,627 |
Reported balance
Holding disclosure · report date 2004-01-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 59,627 F1: As trustee of grantor retained annuity trust |
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | IndirectSee Footnote | 41,258 |
Reported balance
Holding disclosure · report date 2004-01-22 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 41,258 F1: As trustee of grantor retained annuity trust |
Filing footnotes · ownership attribution and instrument terms
F1: As trustee of grantor retained annuity trust
Perella Weinberg Partners
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 302,624 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Exercise / conversion · Acquired 30,000 · Balance 317,922 Row 2 · 2026-08-31 · Tax withholding · Disposed 15,298 · Balance 302,624 F1: 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. |
| Performance-Based Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-31 · Exercise / conversion · Disposed 30,000 · Balance 0 F2: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock.
F3: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date.
F4: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions.
USHG Acquisition Corp.
Report date February 24, 2021 · Filed February 24, 2021
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cadence Bancorporation
Report date May 08, 2019 · Filed May 30, 2019
Section 16 reporting ended · disclosed 2019-05-30. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionStock Options · Derivative | 700 | $0.00 Strike: $274.51 | $0.00 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · derivative · entry 12 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 700 Underlying: Common Stock · 700 shares Expires 2034-03-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Fifty percent became exercisable on 03/06/2026, and the remaining fifty percent will become exercisable on 03/06/2027. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionStock Options · Derivative | 1,780 | $0.00 Strike: $227.58 | $0.00 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · derivative · entry 11 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,780 shares Expires 2033-03-07 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_date: Fifty percent became exercisable on 03/08/2025, and the remaining fifty percent became exercisable on 03/08/2026. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionStock Options · Derivative | 2,190 | $0.00 Strike: $232.90 | $0.00 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · derivative · entry 10 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,190 shares Expires 2032-03-01 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_date: Fifty percent became exercisable on 03/02/2024, and the remaining fifty percent became exercisable on 03/02/2025. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionStock Options · Derivative | 2,770 | $0.00 Strike: $168.56 | $0.00 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · derivative · entry 9 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,770 shares Expires 2031-03-02 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_date: Fifty percent became exercisable on 03/03/2023, and the remaining fifty percent became exercisable on 03/03/2024. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | SaleCommon Stock | 700 | $345.82 | $242,076.80 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 8 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 700 | $274.51 | $192,157.00 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 7 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,796 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 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | SaleCommon Stock | 1,780 | $346.01 | $615,897.80 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 6 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 F1 · price: Sale prices ranged from $345.97 to $346.01. Reporting Person will provide, upon request by the Commission staff, General Dynamics, or a General Dynamics shareholder, full information regarding the number of shares sold at each separate sales price. Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 1,780 | $227.58 | $405,092.40 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 5 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,876 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 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | SaleCommon Stock | 2,190 | $346.12 | $758,000.61 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 4 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 2,190 | $232.90 | $510,051.00 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,286 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 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | SaleCommon Stock | 2,770 | $346.08 | $958,644.37 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 Read SEC document |
| September 23, 2026 Filed Sep 25, 2026 19:12 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | Exercise / conversionCommon Stock | 2,770 | $168.56 | $466,911.20 |
DisclosureSEC source: 0001193125-26-402681 · ownership.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,866 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:58 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000094 · wk-form4_1788386287.xml · derivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F3 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.expiration_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:58 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 15,298 | $16.98 | $259,760.04 |
DisclosureSEC source: 0001777835-26-000094 · wk-form4_1788386287.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,624 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:58 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000094 · wk-form4_1788386287.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317,922 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 12, 2026 Filed Jun 16, 2026 20:06 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 100,000 | $15.76 | $1,576,000.00 |
DisclosureSEC source: 0001777835-26-000065 · wk-form4_1781640406.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,922 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $15.57-$15.98, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPWP Holdings LP Common Units · Derivative | 198,083 | $18.37 | $3,638,784.71 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · derivative · entry 5 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 198,083 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F4 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F4 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass B-1 Common Stock · Derivative | 198,083 | $0.02 | $3,961.66 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · derivative · entry 4 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · PWP VoteCo Professionals LP Disclosed balance after: 0 Underlying: Class A Common Stock · 198.083 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F3 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F3 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC | Perella Weinberg Partners PWP · Entity 988 | Disposition to issuerClass A Common Stock | 2.08 | $18.37 | $38.21 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · nonDerivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,922 F2 · kind: Reflects the settlement of the exchange of PWP OpCo Units and Class B-1 Shares, as applicable, for cash. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 198.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,924.08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:03 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 198,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000011 · wk-form4_1779321825.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 387,726 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| March 05, 2026 Filed Mar 10, 2026 01:11 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 15,301 | $18.64 | $285,210.64 |
DisclosureSEC source: 0001180592-26-000009 · wk-form4_1773105104.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189,643 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 19:11 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantStock Options · Derivative | 1,120 | $0.00 Strike: $363.02 | $0.00 |
DisclosureSEC source: 0001180592-26-000007 · ownership.xml · derivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,120 Underlying: Common Stock · 1,120 shares Expires 2036-03-03 F2 · derivative.exercise_date: Fifty percent become exercisable on 03/04/2028 and the remaining fifty percent become exercisable on 03/04/2029. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 19:11 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock | 270 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000007 · ownership.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,096 F1 · kind: Represents shares of restricted stock subject to service-based vesting that will be released three years after the grant date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:45 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000004 · wk-form4_1772581531.xml · derivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:45 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001180592-26-000004 · wk-form4_1772581531.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 204,944 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:46 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 3,093 | $19.35 | $59,849.55 |
DisclosureSEC source: 0001180592-26-000002 · wk-form4_1772153210.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,944 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 00:53 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 16,824 | $20.79 | $349,770.96 |
DisclosureSEC source: 0001777835-26-000013 · wk-form4_1771462393.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 178,037 F2 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 00:53 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 96,089 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000013 · wk-form4_1771462393.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 194,861 F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date. Read SEC document |
| September 11, 2025 Filed Sep 11, 2025 22:44 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 69,845 | $22.42 | $1,565,924.90 |
DisclosureSEC source: 0001777835-25-000176 · wk-form4_1757630636.xml · nonDerivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,772 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $21.77-$22.61, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 10, 2025 Filed Sep 11, 2025 22:44 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 51,505 | $21.85 | $1,125,384.25 |
DisclosureSEC source: 0001777835-25-000176 · wk-form4_1757630636.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,617 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $21.74-$22.03, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 22:44 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 90,532 | $21.76 | $1,969,976.32 |
DisclosureSEC source: 0001777835-25-000176 · wk-form4_1757630636.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,122 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $21.57-$21.96, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 21:13 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 15,315 | $22.13 | $338,920.95 |
DisclosureSEC source: 0001777835-25-000165 · wk-form4_1756934020.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,457 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| September 02, 2025 Filed Sep 5, 2025 00:35 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPWP Holdings LP Common Units · Derivative | 197,000 | $22.26 | $4,385,220.00 |
DisclosureSEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · derivative · entry 4 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,083 Underlying: Class A Common Stock · 197,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. Read SEC document |
| September 02, 2025 Filed Sep 5, 2025 00:35 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass B-1 Common Stock · Derivative | 197,000 | $0.02 | $3,940.00 |
DisclosureSEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · derivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · PWP VoteCo Professionals LP Disclosed balance after: 198,083 Underlying: Class A Common Stock · 197 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F2 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F2 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. Read SEC document |
| September 02, 2025 Filed Sep 5, 2025 00:35 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 197 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,654 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| September 02, 2025 Filed Sep 5, 2025 00:35 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 197,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000174 · wk-form4_1757032527.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,457 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 21:13 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000165 · wk-form4_1756934020.xml · derivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on August 31, 2025, upon the achievement of certain service-based and performance-based vesting conditions. F3 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.expiration_date: These PSUs vested on August 31, 2025, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 21:13 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000165 · wk-form4_1756934020.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,772 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 11, 2025 Filed Jun 14, 2025 00:41 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 28,214 | $18.75 | $529,012.50 |
DisclosureSEC source: 0001777835-25-000121 · wk-form4_1749861690.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,772 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $18.62-$18.87, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 02, 2025 Filed Jun 2, 2025 21:22 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 60,092 | $17.30 | $1,039,591.60 |
DisclosureSEC source: 0001777835-25-000119 · wk-form4_1748899337.xml · nonDerivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,986 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.00-$17.61, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 30, 2025 Filed Jun 2, 2025 21:22 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 62,997 | $17.45 | $1,099,297.65 |
DisclosureSEC source: 0001777835-25-000119 · wk-form4_1748899337.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,078 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.23-$17.62, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 21:22 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 73,107 | $17.73 | $1,296,187.11 |
DisclosureSEC source: 0001777835-25-000119 · wk-form4_1748899337.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,075 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.50-$17.81, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 16, 2025 Filed May 19, 2025 21:20 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPWP Holdings LP Common Units · Derivative | 196,000 | $19.02 | $3,727,920.00 |
DisclosureSEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · derivative · entry 4 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 395,083 Underlying: Class A Common Stock · 196,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. Read SEC document |
| May 16, 2025 Filed May 19, 2025 21:20 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass B-1 Common Stock · Derivative | 196,000 | $0.02 | $3,920.00 |
DisclosureSEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · derivative · entry 3 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · PWP VoteCo Professionals LP Disclosed balance after: 395,083 Underlying: Class A Common Stock · 196 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F2 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. F2 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. Read SEC document |
| May 16, 2025 Filed May 19, 2025 21:20 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 323,182 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| May 16, 2025 Filed May 19, 2025 21:20 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 196,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000102 · wk-form4_1747689623.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,986 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 20:52 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantStock Options · Derivative | 1,370 | $0.00 Strike: $257.55 | $0.00 |
DisclosureSEC source: 0000950170-25-034551 · ownership.xml · derivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,370 Underlying: Common Stock · 1,370 shares Expires 2035-03-04 F2 · derivative.exercise_date: Fifty percent become exercisable on 03/05/2027 and the remaining fifty percent become exercisable on 03/05/2028. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 20:52 UTC | GENERAL DYNAMICS CORP GD · Entity 2916 | GrantCommon Stock | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-034551 · ownership.xml · nonDerivative · entry 1 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,826 F1 · kind: Represents shares of restricted stock subject to service-based vesting that will be released three years after the grant date. Read SEC document |
| March 04, 2025 Filed Mar 4, 2025 21:58 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 21,162 | $22.24 | $470,642.88 |
DisclosureSEC source: 0001777835-25-000058 · wk-form4_1741125496.xml · nonDerivative · entry 2 STEEL ROBERT K · CIK 0001180592 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,986 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. 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.