Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PJT Partners Inc.PJT · Entity 3655 | Managing Partner | 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 | 18,742 |
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 30 · Balance 18,742 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 | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-395692 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,742 Underlying: Class A Common Stock · 30 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 | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-275953 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,712 Underlying: Class A Common Stock · 30 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 18, 2026 Filed Mar 20, 2026 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-117871 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,682 Underlying: Class A Common Stock · 35 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 | 12,944 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088614 · ownership.xml · derivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,647 Underlying: Class A Common Stock · 12,944 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 | 12,944 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-088614 · ownership.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,402 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 | 14,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-046775 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699,849 Underlying: Class A Common Stock · 14,613 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. F2 · derivative.exercise_price: 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. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. F3 · 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. F4 · balance_after: 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 | 46 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-326947 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,591 Underlying: Class A Common Stock · 46 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 06, 2025 Filed Nov 7, 2025 22:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 8,500 | $167.78 | $1,426,111.30 |
DisclosureSEC source: 0001193125-25-272539 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 685,236 Underlying: Class A Common Stock · 8,500 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: On August 22, 2025, the Reporting Person submitted an Election to Exchange 8,500 Partnership Units of PJT Partners Holdings LP ("Partnership Units"), with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors. F2 · derivative.exercise_price: 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. F3 · shares: Effective November 6, 2025, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: 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 · derivative.expiration_date: 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. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units or LTIP Units of PJT Partners Holdings LP. Of the 685,236 Partnership Units reported, 33,490 remain subject to previously disclosed time-based vesting conditions on various dates through March 1, 2029. Read SEC document |
| September 17, 2025 Filed Sep 19, 2025 20:15 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-209101 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,545 Underlying: Class A Common Stock · 42 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 |
| July 31, 2025 Filed Aug 1, 2025 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 15,000 | $178.22 | $2,673,259.50 |
DisclosureSEC source: 0000950170-25-101493 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 693,736 Underlying: Class A Common Stock · 15,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: On May 29, 2025, the Reporting Person submitted an Election to Exchange 15,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units"), with such exchange to be settled for either cash or Class A Common Stock as determined by the Issuer's Board of Directors. F2 · derivative.exercise_price: 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. F3 · shares: Effective July 31, 2025, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: 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 · derivative.expiration_date: 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. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as either Performance LTIP Units or LTIP Units of PJT Partners Holdings LP. Of the 693,736 Partnership Units reported, 33,490 remain subject to previously disclosed time-based vesting conditions on various dates through March 1, 2029. Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-088565 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,503 Underlying: Class A Common Stock · 54 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, 2025 Filed May 2, 2025 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 30,000 | $140.27 | $4,208,205.00 |
DisclosureSEC source: 0000950170-25-062909 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 708,736 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: On February 25, 2025, the Reporting Person submitted an Election to Exchange 30,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units"), with such exchange to be settled for either cash or Class A Common Stock as determined by the Issuer's Board of Directors prior to the Issuer's quarterly earnings results. F2 · derivative.exercise_price: 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. F3 · shares: Effective May 1, 2025, the Reporting Person's Partnership Units were exchanged for cash. F2 · derivative.exercise_date: 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 · derivative.expiration_date: 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. F4 · balance_after: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as either Performance LTIP Units or LTIP Units of PJT Partners Holdings LP. Of the 708,736 Partnership Units reported, 33,490 remain subject to previously disclosed time-based vesting conditions on various dates through March 1, 2029. Read SEC document |
| March 19, 2025 Filed Mar 21, 2025 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-043318 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,449 Underlying: Class A Common Stock · 54 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 | 15,275 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-033798 · ownership.xml · derivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,395 Underlying: Class A Common Stock · 15,275 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 | 15,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-033798 · ownership.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,458 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 00:01 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantLTIP Units of PJT Partners Holdings LP · Derivative | 13,326 | $169.95 | $2,264,753.70 |
DisclosureSEC source: 0000950170-25-019130 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,326 Underlying: Class A Common Stock · 13,326 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 |
| February 06, 2025 Filed Feb 7, 2025 22:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 30,000 | $176.99 | $5,309,799.00 |
DisclosureSEC source: 0000950170-25-016416 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 725,410 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: On December 4, 2024, the Reporting Person submitted an Election to Exchange 30,000 Partnership Units of PJT Partners Holdings LP ("Partnership Units"), with such exchange to be settled for either cash or Class A Common Stock, as determined by the Issuer's Board of Directors prior to the Issuer's quarterly earnings results. F2 · derivative.exercise_price: 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. F3 · shares: Effective February 6, 2025, the Reporting Person's Partnership Units were exchange for cash. F2 · derivative.exercise_date: 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 · derivative.expiration_date: 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. F4 · balance_after: Includes Partnership Units that were acquiared upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 725,410 Partnership Units reported as directly owned, 30,246 remain subject to previously disclosed time-based vesting conditions through March 1, 2027. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-139077 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,670 Underlying: Class A Common Stock · 76 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 | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-124265 · ownership.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,183 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 | 89 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-108453 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,594 Underlying: Class A Common Stock · 89 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 03, 2024 Filed Sep 4, 2024 22:15 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 17 | $122.50 | $2,082.50 |
DisclosureSEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 5 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,433 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $122.50 to $122.50, 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 |
| September 03, 2024 Filed Sep 4, 2024 22:15 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 483 | $121.71 | $58,785.93 |
DisclosureSEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 4 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,450 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $121.24 to $122.23, 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 |
| September 03, 2024 Filed Sep 4, 2024 22:15 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 675 | $120.30 | $81,202.50 |
DisclosureSEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 3 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,933 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $119.99 to $120.91, 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 |
| September 03, 2024 Filed Sep 4, 2024 22:15 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 1,725 | $119.52 | $206,172.00 |
DisclosureSEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,608 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $118.97 to $119.96, 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 |
| September 03, 2024 Filed Sep 4, 2024 22:15 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 7,100 | $118.34 | $840,214.00 |
DisclosureSEC source: 0000950170-24-103514 · ownership.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 64,333 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $117.96 to $118.70, 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 |
| June 20, 2024 Filed Jun 24, 2024 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 108 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-076846 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,505 Underlying: Class A Common Stock · 108 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 03, 2024 Filed Jun 4, 2024 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 779 | $108.40 | $84,443.60 |
DisclosureSEC source: 0000950170-24-068807 · ownership.xml · nonDerivative · entry 3 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,433 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in mulitple transactions ranging from $108.31 to $108.45, inclusive. The reporting person undertakes to provide 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 |
| June 03, 2024 Filed Jun 4, 2024 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 3,748 | $107.91 | $404,446.68 |
DisclosureSEC source: 0000950170-24-068807 · ownership.xml · nonDerivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 72,212 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $107.27 to $108.23, inclusive. The reporting person undertakes to provide to the Issuer, any seucirty 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 |
| June 03, 2024 Filed Jun 4, 2024 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 5,473 | $106.68 | $583,859.64 |
DisclosureSEC source: 0000950170-24-068807 · ownership.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,960 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in mulitple transactions ranging from $106.24 to $107.13, inclusive. The reporting person undertakes to provide 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 |
| May 06, 2024 Filed May 7, 2024 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054701 · ownership.xml · derivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 755,410 Underlying: Class A Common Stock · 755,410 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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. F3 · derivative.exercise_date: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 755,410 Partnership Units reported, 22,685 remain subject to previously disclosed time and performance vesting conditions. F3 · derivative.expiration_date: Includes Partnership Units that were acquired upon the occurrence of specified vesting events or grants and previously reported as Performance LTIP Units of PJT Partners Holdings LP. Of the 755,410 Partnership Units reported, 22,685 remain subject to previously disclosed time and performance vesting conditions. Read SEC document |
| May 06, 2024 Filed May 7, 2024 21:00 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionPartnership Units of PJT Partners Holdings LP · Derivative | 30,000 | $99.33 | $2,979,804.00 |
DisclosureSEC source: 0000950170-24-054701 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Indirect · By family trust Disclosed balance after: 100,000 Underlying: Class A Common Stock · 30,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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 · shares: Effective May 6, 2024, 30,000 Partnership Units beneficially owned by the Reporting Person's children, for which the Reporting Person disclaims benefical ownership, were exchanged for cash. F1 · derivative.exercise_date: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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: Subject to the terms of the Issuer's Exchange Agreement, on a quarterly basis, Partnership Units of PJT Partners Holdings LP ("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 |
| March 20, 2024 Filed Mar 22, 2024 20:30 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-035396 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,397 Underlying: Class A Common Stock · 121 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 | 8,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-024887 · ownership.xml · derivative · entry 4 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 46,276 Underlying: Class A Common Stock · 8,012 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 | 8,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-024887 · ownership.xml · nonDerivative · entry 3 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,433 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 · shares: Represents Class A common stock of the Issuer acquired upon settlement of a restricted stock unit award previously granted to the Reporting Person. F4 · price: Restricted stock units convert into shares of Class A common stock of the Issuer on a one-for-one basis. Read SEC document |
| March 01, 2024 Filed Mar 4, 2024 22:17 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 3,312 | $105.09 | $348,058.08 |
DisclosureSEC source: 0000950170-24-024887 · ownership.xml · nonDerivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,421 F2 · price: The price reported in Column 4 is a weigted average price. These shares were sold in multiple transactions ranging from $104.78 to $105.58, inclusive. The reporting person undertakes to provide to the Issuer, any seucirty 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 |
| March 01, 2024 Filed Mar 4, 2024 22:17 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A Common Stock | 6,688 | $104.32 | $697,692.16 |
DisclosureSEC source: 0000950170-24-024887 · ownership.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,733 F1 · price: The price reported in Column 4 is a weigthed average price. These shares were sold in mulitple transactions ranging from $103.78 to $104.77, inclusive. The reporting person undertakes to provide 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 | 16,860 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-015346 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,288 Underlying: Class A Common Stock · 16,860 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 22:00 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 95 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-072726 · ownership.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,428 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 |
| December 01, 2023 Filed Dec 4, 2023 22:22 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A common stock | 923 | $90.91 | $83,909.93 |
DisclosureSEC source: 0000950170-23-067834 · ownership.xml · nonDerivative · entry 3 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,421 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $90.72 to $91.14, 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 01, 2023 Filed Dec 4, 2023 22:22 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A common stock | 3,232 | $90.12 | $291,267.84 |
DisclosureSEC source: 0000950170-23-067834 · ownership.xml · nonDerivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,344 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $89.72 to $90.71, 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 01, 2023 Filed Dec 4, 2023 22:22 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A common stock | 5,845 | $89.38 | $522,426.10 |
DisclosureSEC source: 0000950170-23-067834 · ownership.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 87,576 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $88.72 to $89.71, 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 |
| September 20, 2023 Filed Sep 22, 2023 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 117 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-050401 · doc4.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,333 Underlying: Class A Common Stock · 117 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 01, 2023 Filed Sep 5, 2023 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A common stock | 5,122 | $79.79 | $408,684.38 |
DisclosureSEC source: 0001209191-23-048220 · doc4.xml · nonDerivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 93,421 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $79.64 to $80.10, 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 |
| September 01, 2023 Filed Sep 5, 2023 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A common stock | 4,878 | $79.43 | $387,459.54 |
DisclosureSEC source: 0001209191-23-048220 · doc4.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,543 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $78.64 to $79.63, 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 |
| July 13, 2023 Filed Jul 14, 2023 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A common stock | 2,066 | $75.18 | $155,321.88 |
DisclosureSEC source: 0001209191-23-042293 · doc4.xml · nonDerivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 103,421 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $75.00 to $75.39, 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 |
| July 12, 2023 Filed Jul 14, 2023 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | SaleClass A common stock | 7,934 | $75.03 | $595,288.02 |
DisclosureSEC source: 0001209191-23-042293 · doc4.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 105,487 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $75.00 to $75.26, 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 |
| May 24, 2023 Filed May 26, 2023 21:30 UTC | PJT Partners Inc. PJT · Entity 3655 | GrantRestricted Stock Units · Derivative | 21,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-032638 · doc4.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,087 Underlying: Class A Common Stock · 21,208 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 | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-021101 · doc4.xml · derivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,879 Underlying: Class A Common Stock · 53 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 22:31 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionRestricted Stock Units · Derivative | 19,564 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015815 · doc4.xml · derivative · entry 2 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,826 Underlying: Class A Common Stock · 19,564 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 22:31 UTC | PJT Partners Inc. PJT · Entity 3655 | Exercise / conversionClass A Common Stock | 19,564 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-015815 · doc4.xml · nonDerivative · entry 1 Lee Ji-Yeun · CIK 0001653457 · Managing Partner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,421 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.