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Meates Helen T

Disclosed activity across 1 company

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36689
SEC CIK
0001653462

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PJT Partners Inc.PJT · Entity 3655Chief Financial OfficerSeptember 16, 2026September 18, 2026

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.

PJT Partners Inc.

Report date September 16, 2026 · Filed September 18, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect13,403 Reported balance After 2026-09-16 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-16 · Grant · Acquired 21 · Balance 13,403

F1: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Filing footnotes · ownership attribution and instrument terms

F1: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Transaction history

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

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

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 16, 2026 Filed Sep 18, 2026 21:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 21 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-395693 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,403

Underlying: Class A Common Stock · 21 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 17, 2026 Filed Jun 18, 2026 20:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 21 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-275948 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,382

Underlying: Class A Common Stock · 21 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
May 01, 2026 Filed May 1, 2026 21:08 UTC PJT Partners Inc. PJT · Entity 3655 SaleClass A Common Stock 8,000 $153.20 $1,225,560.00
Disclosure

SEC source: 0001193125-26-201703 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,466

Read SEC document
March 18, 2026 Filed Mar 20, 2026 21:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 25 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-117864 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,361

Underlying: Class A Common Stock · 25 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 22:00 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 9,627 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-088619 · ownership.xml · derivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,336

Underlying: Class A Common Stock · 9,627 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: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F3 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 02, 2026 Filed Mar 3, 2026 22:00 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 9,627 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-088619 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,466

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 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 22:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantPartnership Units of PJT Partners Holdings LP · Derivative 10,547 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-046773 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,345

Underlying: Class A Common Stock · 10,547 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to the 2025 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2028, March 1, 2029 and March 1, 2030. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F1 · derivative.exercise_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to the 2025 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2028, March 1, 2029 and March 1, 2030. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F1 · derivative.expiration_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to the 2025 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2028, March 1, 2029 and March 1, 2030. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F2 · balance_after: Includes Partnership Units that were acquired through prior grants or the occurrence of previously disclosed vesting events and reported as Founder LTIP Units, Earn-Out LTIP Units, LTIP Units or as Performance LTIP Units of PJT Partners Holdings LP. Please note that certain Partnership Units remain subject to previously disclosed time-based vesting conditions.

Read SEC document
December 17, 2025 Filed Dec 19, 2025 21:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 34 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-326950 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,963

Underlying: Class A Common Stock · 34 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
November 14, 2025 Filed Nov 14, 2025 22:00 UTC PJT Partners Inc. PJT · Entity 3655 GiftClass A Common Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-283250 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,839

F1 · kind: Reflects a charitable gift of Class A Common Stock.

Read SEC document
September 17, 2025 Filed Sep 19, 2025 20:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 31 $0.00 $0.00
Disclosure

SEC source: 0001193125-25-209103 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,929

Underlying: Class A Common Stock · 31 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 21:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 39 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-088566 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,898

Underlying: Class A Common Stock · 39 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 19, 2025 Filed Mar 21, 2025 21:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 39 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-043315 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,859

Underlying: Class A Common Stock · 39 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 12,480 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-033794 · ownership.xml · derivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,820

Underlying: Class A Common Stock · 12,480 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: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F3 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:00 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 12,480 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-033794 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,839

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 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
February 10, 2025 Filed Feb 13, 2025 00:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantLTIP Units of PJT Partners Holdings LP · Derivative 9,652 $169.95 $1,640,357.40
Disclosure

SEC source: 0000950170-25-019127 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,652

Underlying: Class A Common Stock · 9,652 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F1 · derivative.exercise_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F1 · derivative.expiration_date: Represents a series of LTIP Units of PJT Partners Holdings LP ("LTIP Units") granted by the Issuer to the Reporting Person as a long-term incentive award with respect to 2024 performance year. These LTIP Units generally vest ratably over three years on each of March 1, 2027, March 1, 2028 and March 1, 2029. Upon the occurrence of specified events, the LTIP Units reported herein can automatically be converted into Partnership Units of PJT Partners Holdings LP ("Partnership Units") on a one-for-one basis. Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units may be exchanged for cash, or at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

Read SEC document
December 18, 2024 Filed Dec 20, 2024 21:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 58 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-139082 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,300

Underlying: Class A Common Stock · 58 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
November 08, 2024 Filed Nov 8, 2024 22:45 UTC PJT Partners Inc. PJT · Entity 3655 GiftClass A Common Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-124263 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,359

F1 · kind: Reflects a charitable gift of Class A Common Stock.

Read SEC document
September 18, 2024 Filed Sep 20, 2024 21:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 67 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-108459 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,242

Underlying: Class A Common Stock · 67 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 21:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 82 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-076844 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,175

Underlying: Class A Common Stock · 82 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 20, 2024 Filed Mar 22, 2024 20:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 92 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-035390 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,093

Underlying: Class A Common Stock · 92 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 22:17 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 6,538 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-024888 · ownership.xml · derivative · entry 5

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,001

Underlying: Class A Common Stock · 6,538 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: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F5 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F5 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 22:17 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 6,538 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-024888 · ownership.xml · nonDerivative · entry 3

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,359

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 · price: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

Read SEC document
March 01, 2024 Filed Mar 4, 2024 22:17 UTC PJT Partners Inc. PJT · Entity 3655 SaleClass A Common Stock 5,000 $104.34 $521,700.00
Disclosure

SEC source: 0000950170-24-024888 · ownership.xml · nonDerivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,821

Read SEC document
February 29, 2024 Filed Mar 4, 2024 22:17 UTC PJT Partners Inc. PJT · Entity 3655 SaleClass A Common Stock 12,926 $105.51 $1,363,822.26
Disclosure

SEC source: 0000950170-24-024888 · ownership.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,821

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $105.32 to $105.65, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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.

Read SEC document
February 12, 2024 Filed Feb 14, 2024 22:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 10,956 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-015347 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,539

Underlying: Class A Common Stock · 10,956 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · derivative.exercise_date: Restricted stock units granted by the Issuer to the reporting person as a long-term incentive award with respect to 2023 performance year. The restricted stock units vest ratably on each of March 1, 2026, 2027 and 2028 and will be settled in either Class A common stock or cash (or a combination thereof) at the Issuer's discretion.

F2 · derivative.expiration_date: Restricted stock units granted by the Issuer to the reporting person as a long-term incentive award with respect to 2023 performance year. The restricted stock units vest ratably on each of March 1, 2026, 2027 and 2028 and will be settled in either Class A common stock or cash (or a combination thereof) at the Issuer's discretion.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 22:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 77 $0.00 $0.00
Disclosure

SEC source: 0000950170-23-072746 · ownership.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,583

Underlying: Class A Common Stock · 77 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
September 20, 2023 Filed Sep 22, 2023 21:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 95 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050398 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,506

Underlying: Class A Common Stock · 95 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 21, 2023 Filed Jun 23, 2023 21:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 105 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-039461 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,411

Underlying: Class A Common Stock · 105 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
May 24, 2023 Filed May 26, 2023 21:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 17,346 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-032640 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,306

Underlying: Class A Common Stock · 17,346 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · derivative.exercise_date: Restricted stock units granted by the Issuer to the reporting person as a long-term incentive award with respect to 2022 performance year. The restricted stock units vest ratably on each of March 1, 2025, 2026 and 2027 and will be settled in either Class A common stock or cash (or a combination thereof) at the Issuer's discretion.

F2 · derivative.expiration_date: Restricted stock units granted by the Issuer to the reporting person as a long-term incentive award with respect to 2022 performance year. The restricted stock units vest ratably on each of March 1, 2025, 2026 and 2027 and will be settled in either Class A common stock or cash (or a combination thereof) at the Issuer's discretion.

Read SEC document
March 22, 2023 Filed Mar 24, 2023 21:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 43 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-021106 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,960

Underlying: Class A Common Stock · 43 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:30 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 14,006 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015812 · doc4.xml · derivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,917

Underlying: Class A Common Stock · 14,006 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: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F3 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F3 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:30 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 14,006 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015812 · doc4.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,747

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 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F2 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
February 16, 2023 Filed Feb 17, 2023 22:30 UTC PJT Partners Inc. PJT · Entity 3655 SaleClass A Common Stock 30,000 $79.88 $2,396,340.00
Disclosure

SEC source: 0001209191-23-010809 · doc4.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,741

F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $79.50 to $80.37, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or to 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.

Read SEC document
December 21, 2022 Filed Dec 23, 2022 21:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 86 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-062610 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,923

Underlying: Class A Common Stock · 86 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
September 21, 2022 Filed Sep 23, 2022 20:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 98 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-051135 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,837

Underlying: Class A Common Stock · 98 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 22, 2022 Filed Jun 24, 2022 20:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 94 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-039246 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,739

Underlying: Class A Common Stock · 94 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 23, 2022 Filed Mar 24, 2022 20:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 107 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-020929 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,645

Underlying: Class A Common Stock · 107 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:30 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 12,926 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-015437 · doc4.xml · derivative · entry 3

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,538

Underlying: Class A Common Stock · 12,926 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: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:30 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 12,926 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-015437 · doc4.xml · nonDerivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,741

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 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F3 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
February 10, 2022 Filed Feb 11, 2022 21:45 UTC PJT Partners Inc. PJT · Entity 3655 GrantLTIP Units of PJT Partners Holdings LP · Derivative 41,146 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-008908 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,146

Underlying: Class A Common Stock · 41,146 shares

Expires not disclosed

F1 · derivative.exercise_price: Represents a series of LTIP Units ("Performance LTIPs") of PJT Partners Holdings LP ("PJT Holdings"). These Performance LTIPs are subject to both time and performance vesting conditions. Performance LTIPs satisfy the time-vesting condition with 20% vesting on each of March 1, 2023, 2024, 2025, 2026, and 2027. The performance vesting condition will be satisfied upon the shares of Class A Common Stock of the Issuer achieving certain dividend adjusted volume-weighted average share price ("VWAP") targets over any consecutive 20-day trading period ending on or prior to February 28, 2027, as follows: (a) 50% will be earned upon achieving a 20-day VWAP of $100 per share; and (b) if the 20-day VWAP is between $100 and $130, then the remaining 50% of Performance LTIPs will become earned as shall be determined by linear interpolation between 50% and 100%.

F2 · derivative.exercise_price: Upon the occurrence of specified events, the Performance LTIPs reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis.

F3 · derivative.exercise_price: Subject to the terms of an exchange agreement, on a quarterly basis, the Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F1 · derivative.exercise_date: Represents a series of LTIP Units ("Performance LTIPs") of PJT Partners Holdings LP ("PJT Holdings"). These Performance LTIPs are subject to both time and performance vesting conditions. Performance LTIPs satisfy the time-vesting condition with 20% vesting on each of March 1, 2023, 2024, 2025, 2026, and 2027. The performance vesting condition will be satisfied upon the shares of Class A Common Stock of the Issuer achieving certain dividend adjusted volume-weighted average share price ("VWAP") targets over any consecutive 20-day trading period ending on or prior to February 28, 2027, as follows: (a) 50% will be earned upon achieving a 20-day VWAP of $100 per share; and (b) if the 20-day VWAP is between $100 and $130, then the remaining 50% of Performance LTIPs will become earned as shall be determined by linear interpolation between 50% and 100%.

F2 · derivative.exercise_date: Upon the occurrence of specified events, the Performance LTIPs reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis.

F3 · derivative.exercise_date: Subject to the terms of an exchange agreement, on a quarterly basis, the Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

F1 · derivative.expiration_date: Represents a series of LTIP Units ("Performance LTIPs") of PJT Partners Holdings LP ("PJT Holdings"). These Performance LTIPs are subject to both time and performance vesting conditions. Performance LTIPs satisfy the time-vesting condition with 20% vesting on each of March 1, 2023, 2024, 2025, 2026, and 2027. The performance vesting condition will be satisfied upon the shares of Class A Common Stock of the Issuer achieving certain dividend adjusted volume-weighted average share price ("VWAP") targets over any consecutive 20-day trading period ending on or prior to February 28, 2027, as follows: (a) 50% will be earned upon achieving a 20-day VWAP of $100 per share; and (b) if the 20-day VWAP is between $100 and $130, then the remaining 50% of Performance LTIPs will become earned as shall be determined by linear interpolation between 50% and 100%.

F2 · derivative.expiration_date: Upon the occurrence of specified events, the Performance LTIPs reported herein can automatically be converted into Partnership Units of PJT Holdings on a one-for-one basis.

F3 · derivative.expiration_date: Subject to the terms of an exchange agreement, on a quarterly basis, the Partnership Units of PJT Holdings may be exchanged for cash or, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis.

Read SEC document
December 22, 2021 Filed Dec 23, 2021 22:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 26 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-071089 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,464

Underlying: Class A Common Stock · 26 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
October 18, 2021 Filed Oct 19, 2021 20:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 1,340 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-060913 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,438

Underlying: Class A Common Stock · 1,340 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
September 22, 2021 Filed Sep 24, 2021 20:30 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 24 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-057600 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,098

Underlying: Class A Common Stock · 24 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
June 16, 2021 Filed Jun 21, 2021 20:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 29 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-041976 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,074

Underlying: Class A Common Stock · 29 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 17, 2021 Filed Mar 19, 2021 20:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 26 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-022072 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,045

Underlying: Class A Common Stock · 26 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:00 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 19,422 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-016956 · doc4.xml · derivative · entry 3

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,019

Underlying: Class A Common Stock · 19,422 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: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award.

Read SEC document
March 01, 2021 Filed Mar 3, 2021 22:00 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 19,422 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-016956 · doc4.xml · nonDerivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,815

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 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person.

F3 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis.

Read SEC document
February 08, 2021 Filed Feb 10, 2021 22:00 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 18,398 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009306 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,441

Underlying: Class A Common Stock · 18,398 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · derivative.exercise_date: Restricted stock units granted by the Issuer to the reporting person as a long-term incentive award with respect to 2020 performance year. The restricted stock units vest one-third ratably on each of March 1, 2023, 2024 and 2025, and will be settled in either Class A common stock or cash (or a combination thereof) at the Issuer's discretion.

F2 · derivative.expiration_date: Restricted stock units granted by the Issuer to the reporting person as a long-term incentive award with respect to 2020 performance year. The restricted stock units vest one-third ratably on each of March 1, 2023, 2024 and 2025, and will be settled in either Class A common stock or cash (or a combination thereof) at the Issuer's discretion.

Read SEC document
December 16, 2020 Filed Dec 18, 2020 21:15 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 25 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-064405 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,043

Underlying: Class A Common Stock · 25 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

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September 16, 2020 Filed Sep 18, 2020 20:17 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 32 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-051149 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,018

Underlying: Class A Common Stock · 32 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Issuer Class A common stock.

F2 · kind: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.exercise_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

F2 · derivative.expiration_date: Represents dividend equivalent rights in connection with the Issuer's quarterly dividend that accrue to the reporting person in restricted stock units that vest at the same time(s) as the underlying restricted stock units.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.