person · Reporting owner

Zubrow Jan Rock

Disclosed activity across 3 companies

Tapewire entity: 137828
SEC CIK: 0001821155

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
FTAC Hera Acquisition Corp.HERA · Entity 127894	Director	March 08, 2021	March 10, 2021
Fintech Acquisition Corp VFTCV · Entity 128691	Director	December 08, 2020	December 10, 2020

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.

FTAC Hera Acquisition Corp.

Report date March 08, 2021 · Filed March 10, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B ordinary sharesSEC Table II · derivative / convertible security	IndirectBy FTAC Hera Advisors, LLC	25,000	Reported balance After 2021-03-08 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2021-03-08 · Other · Acquired 25,000 · Balance 25,000 F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F2: Allocated to the reporting person as a member of FTAC Hera Advisors, LLC for service on the issuer's board of directors. F3: The reporting person disclaims beneficial ownership of these securities, except to the extent of her 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.

Filing footnotes · ownership attribution and instrument terms

F1: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date.

F2: Allocated to the reporting person as a member of FTAC Hera Advisors, LLC for service on the issuer's board of directors.

F3: The reporting person disclaims beneficial ownership of these securities, except to the extent of her 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.

Fintech Acquisition Corp V

Report date December 08, 2020 · Filed December 10, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class B common stockSEC Table II · derivative / convertible security	IndirectBy FinTech Masala Advisors V, LLC	25,000	Reported balance After 2020-12-08 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2020-12-08 · Other · Acquired 25,000 · Balance 25,000 F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F2: Allocated to the reporting person as a member of FinTech Masala Advisors V, LLC for service on the issuer's board of directors. F3: The reporting person disclaims beneficial ownership of these securities, except to the extent of her 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.

Filing footnotes · ownership attribution and instrument terms

F1: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date.

F2: Allocated to the reporting person as a member of FinTech Masala Advisors V, LLC for service on the issuer's board of directors.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Perella Weinberg Partners

Report date June 24, 2021 · Filed June 29, 2021

Section 16 reporting ended · disclosed 2021-06-29. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	IndirectBy FinTech Masala Advisors IV, LLC	20,456	Reported balance After 2021-06-24 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2021-06-24 · Exercise / conversion · Acquired 20,456 · Balance 20,456 F3: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. F4: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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.
Class B Common StockSEC Table II · derivative / convertible security	IndirectBy FinTech Masala Advisors IV, LLC	21,749	Reported balance After 2021-06-24 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2021-06-24 · Disposition to issuer · Disposed 3,251 · Balance 21,749 F1: On June 24, 2021 (the "Closing Date"), Perella Weinberg Partners (f/k/a FinTech Acquisition Corp. IV) (the "Issuer") completed the business combination (the "Business Combination") contemplated by that certain Business Combination Agreement, dated as of December 29, 2020, by and among the Issuer, FinTech Investor Holdings IV, LLC ("Holdings"), FinTech Masala Advisors, LLC ("Masala"), PWP Holdings LP ("PWP OpCo"), PWP GP LLC, PWP Professional Partners LP, and Perella Weinberg Partners LLC. F2: (Continued from Footnote 1) In connection with the Business Combination, on the Closing Date, upon consummation of the Business Combination, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. However, pursuant to that certain Sponsor Share Surrender And Share Restriction Agreement, dated as of December 29, 2020, by and among the Issuer, Holdings, Masala, and PWP OpCo, as amended, concurrent with the consummation of the Business Combination, these shares of Class B Common Stock were forfeited to the Issuer immediately prior to the Business Combination. F4: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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.
Class B Common StockSEC Table II · derivative / convertible security	IndirectBy FinTech Masala Advisors IV, LLC	20,456	Reported balance After 2021-06-24 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2021-06-24 · Sale · Disposed 1,293 · Balance 20,456 F5: Represents shares transferred to other members of Holdings and Masala pursuant to certain side letters by and among certain members of Holdings and Masala. F4: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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.
Class B Common StockSEC Table II · derivative / convertible security	IndirectBy FinTech Masala Advisors IV, LLC	0	Reported balance After 2021-06-24 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2021-06-24 · Exercise / conversion · Disposed 20,456 · Balance 0 F3: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. F4: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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.

Filing footnotes · ownership attribution and instrument terms

F1: On June 24, 2021 (the "Closing Date"), Perella Weinberg Partners (f/k/a FinTech Acquisition Corp. IV) (the "Issuer") completed the business combination (the "Business Combination") contemplated by that certain Business Combination Agreement, dated as of December 29, 2020, by and among the Issuer, FinTech Investor Holdings IV, LLC ("Holdings"), FinTech Masala Advisors, LLC ("Masala"), PWP Holdings LP ("PWP OpCo"), PWP GP LLC, PWP Professional Partners LP, and Perella Weinberg Partners LLC.

F2: (Continued from Footnote 1) In connection with the Business Combination, on the Closing Date, upon consummation of the Business Combination, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. However, pursuant to that certain Sponsor Share Surrender And Share Restriction Agreement, dated as of December 29, 2020, by and among the Issuer, Holdings, Masala, and PWP OpCo, as amended, concurrent with the consummation of the Business Combination, these shares of Class B Common Stock were forfeited to the Issuer immediately prior to the Business Combination.

F3: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock.

F4: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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.

F5: Represents shares transferred to other members of Holdings and Masala pursuant to certain side letters by and among certain members of Holdings and Masala.

Transaction history

JSON API

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
June 24, 2021 Filed Jun 29, 2021 01:48 UTC	Perella Weinberg Partners PWP · Entity 988	Exercise / conversionClass B Common Stock · Derivative	20,456	Not disclosed	Not disclosed	Disclosure SEC source: 0000899243-21-026410 · doc4.xml · derivative · entry 4 Zubrow Jan Rock · CIK 0001821155 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FinTech Masala Advisors IV, LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 20,456 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: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. F3 · price: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. F3 · derivative.exercise_date: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. F3 · derivative.expiration_date: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. F4 · ownership.nature: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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. Read SEC document
June 24, 2021 Filed Jun 29, 2021 01:48 UTC	Perella Weinberg Partners PWP · Entity 988	SaleClass B Common Stock · Derivative	1,293	$0.01	$12.93	Disclosure SEC source: 0000899243-21-026410 · doc4.xml · derivative · entry 3 Zubrow Jan Rock · CIK 0001821155 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FinTech Masala Advisors IV, LLC Disclosed balance after: 20,456 Underlying: Class A Common Stock · 1,293 shares Expires not disclosed F5 · derivative.exercise_price: Represents shares transferred to other members of Holdings and Masala pursuant to certain side letters by and among certain members of Holdings and Masala. F5 · kind: Represents shares transferred to other members of Holdings and Masala pursuant to certain side letters by and among certain members of Holdings and Masala. F5 · derivative.exercise_date: Represents shares transferred to other members of Holdings and Masala pursuant to certain side letters by and among certain members of Holdings and Masala. F5 · derivative.expiration_date: Represents shares transferred to other members of Holdings and Masala pursuant to certain side letters by and among certain members of Holdings and Masala. F4 · ownership.nature: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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. Read SEC document
June 24, 2021 Filed Jun 29, 2021 01:48 UTC	Perella Weinberg Partners PWP · Entity 988	Disposition to issuerClass B Common Stock · Derivative	3,251	$0.00	$0.00	Disclosure SEC source: 0000899243-21-026410 · doc4.xml · derivative · entry 2 Zubrow Jan Rock · CIK 0001821155 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FinTech Masala Advisors IV, LLC Disclosed balance after: 21,749 Underlying: Class A Common Stock · 3,251 shares Expires not disclosed F1 · derivative.exercise_price: On June 24, 2021 (the "Closing Date"), Perella Weinberg Partners (f/k/a FinTech Acquisition Corp. IV) (the "Issuer") completed the business combination (the "Business Combination") contemplated by that certain Business Combination Agreement, dated as of December 29, 2020, by and among the Issuer, FinTech Investor Holdings IV, LLC ("Holdings"), FinTech Masala Advisors, LLC ("Masala"), PWP Holdings LP ("PWP OpCo"), PWP GP LLC, PWP Professional Partners LP, and Perella Weinberg Partners LLC. F2 · derivative.exercise_price: (Continued from Footnote 1) In connection with the Business Combination, on the Closing Date, upon consummation of the Business Combination, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. However, pursuant to that certain Sponsor Share Surrender And Share Restriction Agreement, dated as of December 29, 2020, by and among the Issuer, Holdings, Masala, and PWP OpCo, as amended, concurrent with the consummation of the Business Combination, these shares of Class B Common Stock were forfeited to the Issuer immediately prior to the Business Combination. F1 · derivative.exercise_date: On June 24, 2021 (the "Closing Date"), Perella Weinberg Partners (f/k/a FinTech Acquisition Corp. IV) (the "Issuer") completed the business combination (the "Business Combination") contemplated by that certain Business Combination Agreement, dated as of December 29, 2020, by and among the Issuer, FinTech Investor Holdings IV, LLC ("Holdings"), FinTech Masala Advisors, LLC ("Masala"), PWP Holdings LP ("PWP OpCo"), PWP GP LLC, PWP Professional Partners LP, and Perella Weinberg Partners LLC. F2 · derivative.exercise_date: (Continued from Footnote 1) In connection with the Business Combination, on the Closing Date, upon consummation of the Business Combination, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. However, pursuant to that certain Sponsor Share Surrender And Share Restriction Agreement, dated as of December 29, 2020, by and among the Issuer, Holdings, Masala, and PWP OpCo, as amended, concurrent with the consummation of the Business Combination, these shares of Class B Common Stock were forfeited to the Issuer immediately prior to the Business Combination. F1 · derivative.expiration_date: On June 24, 2021 (the "Closing Date"), Perella Weinberg Partners (f/k/a FinTech Acquisition Corp. IV) (the "Issuer") completed the business combination (the "Business Combination") contemplated by that certain Business Combination Agreement, dated as of December 29, 2020, by and among the Issuer, FinTech Investor Holdings IV, LLC ("Holdings"), FinTech Masala Advisors, LLC ("Masala"), PWP Holdings LP ("PWP OpCo"), PWP GP LLC, PWP Professional Partners LP, and Perella Weinberg Partners LLC. F2 · derivative.expiration_date: (Continued from Footnote 1) In connection with the Business Combination, on the Closing Date, upon consummation of the Business Combination, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. However, pursuant to that certain Sponsor Share Surrender And Share Restriction Agreement, dated as of December 29, 2020, by and among the Issuer, Holdings, Masala, and PWP OpCo, as amended, concurrent with the consummation of the Business Combination, these shares of Class B Common Stock were forfeited to the Issuer immediately prior to the Business Combination. F4 · ownership.nature: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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. Read SEC document
June 24, 2021 Filed Jun 29, 2021 01:48 UTC	Perella Weinberg Partners PWP · Entity 988	Exercise / conversionClass A Common Stock	20,456	$0.00	$0.00	Disclosure SEC source: 0000899243-21-026410 · doc4.xml · nonDerivative · entry 1 Zubrow Jan Rock · CIK 0001821155 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FinTech Masala Advisors IV, LLC Disclosed balance after: 20,456 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 · kind: In connection with the Business Combination, on the Closing Date, each of the Issuer's outstanding shares of Class B Common Stock automatically converted into one share of Class A Common Stock. F4 · ownership.nature: Represents shares held directly by Masala. The reporting person is a member of Masala. The reporting person disclaims beneficial ownership of these securities, 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. Read SEC document
March 08, 2021 Filed Mar 10, 2021 16:29 UTC	FTAC Hera Acquisition Corp. HERA · Entity 127894	OtherClass B ordinary shares · Derivative	25,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001213900-21-014603 · ownership.xml · derivative · entry 1 Zubrow Jan Rock · CIK 0001821155 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FTAC Hera Advisors, LLC Disclosed balance after: 25,000 Underlying: Class A ordinary shares · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F2 · kind: Allocated to the reporting person as a member of FTAC Hera Advisors, LLC for service on the issuer's board of directors. F3 · shares: The reporting person disclaims beneficial ownership of these securities, except to the extent of her 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. F2 · price: Allocated to the reporting person as a member of FTAC Hera Advisors, LLC for service on the issuer's board of directors. F1 · derivative.exercise_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F1 · derivative.expiration_date: The Class B ordinary shares will automatically convert into Class A ordinary shares at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. Read SEC document
December 08, 2020 Filed Dec 10, 2020 18:08 UTC	Fintech Acquisition Corp V FTCV · Entity 128691	OtherClass B common stock · Derivative	25,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001213900-20-042081 · ownership.xml · derivative · entry 1 Zubrow Jan Rock · CIK 0001821155 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FinTech Masala Advisors V, LLC Disclosed balance after: 25,000 Underlying: Class A common stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F2 · kind: Allocated to the reporting person as a member of FinTech Masala Advisors V, LLC for service on the issuer's board of directors. F3 · shares: The reporting person disclaims beneficial ownership of these securities, except to the extent of her 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. F2 · price: Allocated to the reporting person as a member of FinTech Masala Advisors V, LLC for service on the issuer's board of directors. F1 · derivative.exercise_date: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F1 · derivative.expiration_date: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. Read SEC document
September 29, 2020 Filed Oct 1, 2020 21:24 UTC	Perella Weinberg Partners FTIV · Entity 988	OtherClass B common stock · Derivative	25,000	Not disclosed	Not disclosed	Disclosure SEC source: 0001213900-20-029625 · ownership.xml · derivative · entry 1 Zubrow Jan Rock · CIK 0001821155 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By FinTech Masala Advisors IV, LLC Disclosed balance after: 25,000 Underlying: Class A common stock · 25,000 shares Expires not disclosed F1 · derivative.exercise_price: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F2 · kind: Allocated to the reporting person as a member of FinTech Masala Advisors IV, LLC for service on the issuer's board of directors. F3 · shares: The reporting person disclaims beneficial ownership of these securities, except to the extent of her 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. F2 · price: Allocated to the reporting person as a member of FinTech Masala Advisors IV, LLC for service on the issuer's board of directors. F1 · derivative.exercise_date: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. F1 · derivative.expiration_date: The shares of Class B common stock will automatically convert into shares of Class A common stock at the time of the issuer's initial business combination on a one-for-one basis, subject to certain adjustments described in the issuer's charter documents and have no expiration date. 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.