Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PJT Partners Inc.PJT · Entity 3655 | Chief Financial Officer | September 16, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,403 |
Reported balance
After 2026-09-16 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 16, 2026 Filed Sep 18, 2026 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 21 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. 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.