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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
June 17, 2020 Filed Jun 18, 2020 20:17 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 36 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-037572 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,986

Underlying: Class A Common Stock · 36 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 18, 2020 Filed Mar 20, 2020 20:19 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 77 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-020443 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,950

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 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 02, 2020 Filed Mar 4, 2020 21:21 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 15,237 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-016069 · doc4.xml · derivative · entry 3

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,873

Underlying: Class A Common Stock · 15,237 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, which vest in three equal annual installments.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in three equal annual installments.

Read SEC document
March 02, 2020 Filed Mar 4, 2020 21:21 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 15,237 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-016069 · doc4.xml · nonDerivative · entry 2

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,393

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 12, 2020 Filed Feb 15, 2020 00:20 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 21,407 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-009824 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,110

Underlying: Class A Common Stock · 21,407 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 2019 performance year. The restricted stock units vest ratably over three years 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 2019 performance year. The restricted stock units vest ratably over three years 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 18, 2019 Filed Dec 20, 2019 21:55 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 38 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-061594 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,703

Underlying: Class A Common Stock · 38 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 18, 2019 Filed Sep 20, 2019 20:52 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 38 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-050348 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,665

Underlying: Class A Common Stock · 38 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 19, 2019 Filed Jun 21, 2019 21:11 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 40 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-038547 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,627

Underlying: Class A Common Stock · 40 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
May 01, 2019 Filed May 3, 2019 21:27 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 15,722 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-027485 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,587

Underlying: Class A Common Stock · 15,722 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 2018 performance year. The restricted stock units vest ratably over three years 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 2018 performance year. The restricted stock units vest ratably over three years 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 26, 2019 Filed Mar 28, 2019 21:37 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 20 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-021652 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,865

Underlying: Class A Common Stock · 20 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, 2019 Filed Mar 1, 2019 21:37 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 9,927 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-015009 · doc4.xml · derivative · entry 3

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,845

Underlying: Class A Common Stock · 9,927 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.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in three equal annual installments.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in three equal annual installments.

Read SEC document
March 01, 2019 Filed Mar 1, 2019 21:37 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 9,927 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-19-015009 · doc4.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,156

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
December 19, 2018 Filed Dec 21, 2018 22:36 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 40 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-063975 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,772

Underlying: Class A Common Stock · 40 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 19, 2018 Filed Sep 21, 2018 21:13 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 24 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-051934 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,732

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 20, 2018 Filed Jun 22, 2018 20:35 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 22 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-039226 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,708

Underlying: Class A Common Stock · 22 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 21, 2018 Filed Mar 23, 2018 21:06 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 25 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-021434 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,686

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
March 01, 2018 Filed Mar 2, 2018 22:52 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionRestricted Stock Units · Derivative 3,015 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-015939 · doc4.xml · derivative · entry 3

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,661

Underlying: Class A Common Stock · 3,015 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.

F4 · derivative.exercise_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in three equal annual installments.

F4 · derivative.expiration_date: Restricted stock units previously granted by the Issuer to the Reporting Person as a long-term incentive award, which vest in three equal annual installments.

Read SEC document
March 01, 2018 Filed Mar 2, 2018 22:52 UTC PJT Partners Inc. PJT · Entity 3655 Exercise / conversionClass A Common Stock 3,015 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-18-015939 · doc4.xml · nonDerivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,229

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 13, 2018 Filed Feb 15, 2018 22:25 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 20,628 $0.00 $0.00
Disclosure

SEC source: 0001209191-18-010465 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,676

Underlying: Class A Common Stock · 20,628 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 2017 performance year. The restricted stock units vest ratably over three years 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 2017 performance year. The restricted stock units vest ratably over three years 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, 2017 Filed Dec 22, 2017 22:09 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 10 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-067108 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,048

Underlying: Class A Common Stock · 10 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 21, 2017 Filed Sep 22, 2017 20:37 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 12 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-053719 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,038

Underlying: Class A Common Stock · 12 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 22, 2017 Filed Jun 23, 2017 20:41 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 11 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-041684 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,026

Underlying: Class A Common Stock · 11 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 23, 2017 Filed Mar 27, 2017 20:36 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 12 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-022959 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,015

Underlying: Class A Common Stock · 12 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
February 15, 2017 Filed Feb 17, 2017 21:32 UTC PJT Partners Inc. PJT · Entity 3655 GrantRestricted Stock Units · Derivative 9,003 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-012121 · doc4.xml · derivative · entry 1

Meates Helen T · CIK 0001653462 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,003

Underlying: Class A Common Stock · 9,003 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 portion of the reporting person's 2016 annual incentive bonus mandatorily deferred by the Issuer pursuant to the PJT Partners Inc. Amended and Restated Bonus Deferral Plan. The restricted stock units vest ratably over three years 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 portion of the reporting person's 2016 annual incentive bonus mandatorily deferred by the Issuer pursuant to the PJT Partners Inc. Amended and Restated Bonus Deferral Plan. The restricted stock units vest ratably over three years and will be settled in either Class A common stock or cash (or a combination thereof) at the Issuer's discretion.

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.