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PWP Professional Partners LP

Disclosed activity across 1 company

Tapewire entity
95641
SEC CIK
0001867861

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Reported relationships

Latest disclosed role at each company.

No relationships currently tracked through insider filings.

Disclosed balances

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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.

No balances currently tracked through insider filings.

Past disclosures · reporting ended (1)

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

Perella Weinberg Partners

Report date December 31, 2023 · Filed January 02, 2024

Section 16 reporting ended · disclosed 2024-01-02. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B-1 Common StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-12-31 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2023-12-31 · Other · Disposed 40,467,075 · Balance 0

F1: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by the Reporting Person and partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. VoteCo Professionals will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange.

F2: The Reporting Person is an aggregator partnership through which certain partners hold interests in PWP OpCo, the entity through which the Issuer holds its advisory business. On December 31, 2023 (the "Effective Date"), as part of an internal reorganization and in accordance with Section 17-220 of the Delaware Revised Uniform Limited Partnership Act (the "Act"), the Reporting Person was divided into: (i) PWP VoteCo Professionals LP ("VoteCo Professionals"), (ii) PWP AdCo Professionals LP ("AdCo Professionals") and (iii) the Reporting Person, which is the "surviving partnership" under the Act (the "Division").

F3: The Reporting Person changed its name to PWP AmCo Professionals LP ("AmCo Professionals") in connection with the Division. In the Division, (i) 40,467,075 Class B-1 Shares previously held by the Reporting Person were allocated to VoteCo Professionals, a Delaware limited partnership, and (ii) 40,467,075 PWP OpCo Units (as defined below) previously held by the Reporting Person were allocated to AdCo Professionals. This Division did not involve any purchase or sale of Issuer securities.

PWP Holdings LP Common UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2023-12-31 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2023-12-31 · Other · Disposed 40,467,075 · Balance 0

F4: Subject to certain lock-up periods, PWP OpCo Units may be exchanged on certain dates for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. At such time, the applicable Unitholder will be required to surrender an equivalent number of Class B-1 Shares as described in Note (1). PWP OpCo Units do not expire.

F2: The Reporting Person is an aggregator partnership through which certain partners hold interests in PWP OpCo, the entity through which the Issuer holds its advisory business. On December 31, 2023 (the "Effective Date"), as part of an internal reorganization and in accordance with Section 17-220 of the Delaware Revised Uniform Limited Partnership Act (the "Act"), the Reporting Person was divided into: (i) PWP VoteCo Professionals LP ("VoteCo Professionals"), (ii) PWP AdCo Professionals LP ("AdCo Professionals") and (iii) the Reporting Person, which is the "surviving partnership" under the Act (the "Division").

F3: The Reporting Person changed its name to PWP AmCo Professionals LP ("AmCo Professionals") in connection with the Division. In the Division, (i) 40,467,075 Class B-1 Shares previously held by the Reporting Person were allocated to VoteCo Professionals, a Delaware limited partnership, and (ii) 40,467,075 PWP OpCo Units (as defined below) previously held by the Reporting Person were allocated to AdCo Professionals. This Division did not involve any purchase or sale of Issuer securities.

Filing footnotes · ownership attribution and instrument terms

F1: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by the Reporting Person and partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. VoteCo Professionals will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange.

F2: The Reporting Person is an aggregator partnership through which certain partners hold interests in PWP OpCo, the entity through which the Issuer holds its advisory business. On December 31, 2023 (the "Effective Date"), as part of an internal reorganization and in accordance with Section 17-220 of the Delaware Revised Uniform Limited Partnership Act (the "Act"), the Reporting Person was divided into: (i) PWP VoteCo Professionals LP ("VoteCo Professionals"), (ii) PWP AdCo Professionals LP ("AdCo Professionals") and (iii) the Reporting Person, which is the "surviving partnership" under the Act (the "Division").

F3: The Reporting Person changed its name to PWP AmCo Professionals LP ("AmCo Professionals") in connection with the Division. In the Division, (i) 40,467,075 Class B-1 Shares previously held by the Reporting Person were allocated to VoteCo Professionals, a Delaware limited partnership, and (ii) 40,467,075 PWP OpCo Units (as defined below) previously held by the Reporting Person were allocated to AdCo Professionals. This Division did not involve any purchase or sale of Issuer securities.

F4: Subject to certain lock-up periods, PWP OpCo Units may be exchanged on certain dates for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. At such time, the applicable Unitholder will be required to surrender an equivalent number of Class B-1 Shares as described in Note (1). PWP OpCo Units do not expire.

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.”

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Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
December 31, 2023 Filed Jan 2, 2024 22:00 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 40,467,075 $0.00 $0.00
Disclosure

SEC source: 0001777835-24-000005 · wk-form4_1704232823.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 40,467,075 shares

Expires not disclosed

F4 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units may be exchanged on certain dates for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. At such time, the applicable Unitholder will be required to surrender an equivalent number of Class B-1 Shares as described in Note (1). PWP OpCo Units do not expire.

F2 · kind: The Reporting Person is an aggregator partnership through which certain partners hold interests in PWP OpCo, the entity through which the Issuer holds its advisory business. On December 31, 2023 (the "Effective Date"), as part of an internal reorganization and in accordance with Section 17-220 of the Delaware Revised Uniform Limited Partnership Act (the "Act"), the Reporting Person was divided into: (i) PWP VoteCo Professionals LP ("VoteCo Professionals"), (ii) PWP AdCo Professionals LP ("AdCo Professionals") and (iii) the Reporting Person, which is the "surviving partnership" under the Act (the "Division").

F3 · kind: The Reporting Person changed its name to PWP AmCo Professionals LP ("AmCo Professionals") in connection with the Division. In the Division, (i) 40,467,075 Class B-1 Shares previously held by the Reporting Person were allocated to VoteCo Professionals, a Delaware limited partnership, and (ii) 40,467,075 PWP OpCo Units (as defined below) previously held by the Reporting Person were allocated to AdCo Professionals. This Division did not involve any purchase or sale of Issuer securities.

F4 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units may be exchanged on certain dates for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. At such time, the applicable Unitholder will be required to surrender an equivalent number of Class B-1 Shares as described in Note (1). PWP OpCo Units do not expire.

F4 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units may be exchanged on certain dates for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. At such time, the applicable Unitholder will be required to surrender an equivalent number of Class B-1 Shares as described in Note (1). PWP OpCo Units do not expire.

Read SEC document
December 31, 2023 Filed Jan 2, 2024 22:00 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 40,467,075 $0.00 $0.00
Disclosure

SEC source: 0001777835-24-000005 · wk-form4_1704232823.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 40,467.075 shares

Expires not disclosed

F1 · derivative.exercise_price: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by the Reporting Person and partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. VoteCo Professionals will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange.

F2 · kind: The Reporting Person is an aggregator partnership through which certain partners hold interests in PWP OpCo, the entity through which the Issuer holds its advisory business. On December 31, 2023 (the "Effective Date"), as part of an internal reorganization and in accordance with Section 17-220 of the Delaware Revised Uniform Limited Partnership Act (the "Act"), the Reporting Person was divided into: (i) PWP VoteCo Professionals LP ("VoteCo Professionals"), (ii) PWP AdCo Professionals LP ("AdCo Professionals") and (iii) the Reporting Person, which is the "surviving partnership" under the Act (the "Division").

F3 · kind: The Reporting Person changed its name to PWP AmCo Professionals LP ("AmCo Professionals") in connection with the Division. In the Division, (i) 40,467,075 Class B-1 Shares previously held by the Reporting Person were allocated to VoteCo Professionals, a Delaware limited partnership, and (ii) 40,467,075 PWP OpCo Units (as defined below) previously held by the Reporting Person were allocated to AdCo Professionals. This Division did not involve any purchase or sale of Issuer securities.

F1 · derivative.exercise_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by the Reporting Person and partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. VoteCo Professionals will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange.

F1 · derivative.expiration_date: PWP Holdings LP ("PWP OpCo") Common Units (which represent Class A partnership units of PWP OpCo) ("PWP OpCo Units") held by the Reporting Person and partners other than the Issuer can be exchanged for Issuer stock or cash on certain dates. Concurrently with an exchange of PWP OpCo Units for shares of Issuer Class A common stock ("Class A Shares") or cash by an exchanging PWP OpCo unitholder ("Unitholder"), such Unitholder will be required to surrender to the Issuer a number of Issuer Class B-1 common stock ("Class B-1 Shares") equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. VoteCo Professionals will distribute such Class B-1 Shares to the applicable Unitholder immediately prior to any such exchange.

Read SEC document
December 01, 2023 Filed Dec 4, 2023 23:15 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 448,897 $0.00 $0.00
Disclosure

SEC source: 0001777835-23-000140 · wk-form4_1701731707.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,467,075

Underlying: Class A Common Stock · 448,897 shares

Expires not disclosed

F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

Read SEC document
December 01, 2023 Filed Dec 4, 2023 23:15 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 448,897 $0.00 $0.00
Disclosure

SEC source: 0001777835-23-000140 · wk-form4_1701731707.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,467,075

Underlying: Class A Common Stock · 448.897 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

Read SEC document
September 05, 2023 Filed Sep 6, 2023 21:17 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 898,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-23-000125 · wf-form4_169403505262642.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,915,971

Underlying: Class A Common Stock · 898,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

Read SEC document
September 05, 2023 Filed Sep 6, 2023 21:17 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 898,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-23-000125 · wf-form4_169403505262642.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,915,971

Underlying: Class A Common Stock · 898,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 00:44 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 785,862 $0.00 $0.00
Disclosure

SEC source: 0001777835-23-000042 · wf-form4_167771787123499.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,813,971

Underlying: Class A Common Stock · 785,862 shares

Expires not disclosed

F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

Read SEC document
March 01, 2023 Filed Mar 2, 2023 00:44 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 785,862 $0.00 $0.00
Disclosure

SEC source: 0001777835-23-000042 · wf-form4_167771787123499.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,813,971

Underlying: Class A Common Stock · 785,862 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

Read SEC document
December 01, 2022 Filed Dec 2, 2022 21:54 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 362,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-22-000101 · wf-form4_167001802669091.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,599,833

Underlying: Class A Common Stock · 362,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

Read SEC document
December 01, 2022 Filed Dec 2, 2022 21:54 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 362,000 $0.00 $0.00
Disclosure

SEC source: 0001777835-22-000101 · wf-form4_167001802669091.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,599,833

Underlying: Class A Common Stock · 362,000 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

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September 06, 2022 Filed Sep 7, 2022 20:14 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 764,111 $0.00 $0.00
Disclosure

SEC source: 0001777835-22-000079 · wf-form4_166258164725891.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,961,833

Underlying: Class A Common Stock · 764,111 shares

Expires not disclosed

F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

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September 06, 2022 Filed Sep 7, 2022 20:14 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 764,111 $0.00 $0.00
Disclosure

SEC source: 0001777835-22-000079 · wf-form4_166258164725891.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,961,833

Underlying: Class A Common Stock · 764,111 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

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May 31, 2022 Filed Jun 2, 2022 20:44 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 628,965 $0.00 $0.00
Disclosure

SEC source: 0001777835-22-000050 · wf-form4_165420265542270.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,725,944

Underlying: Class A Common Stock · 628,965 shares

Expires not disclosed

F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

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May 31, 2022 Filed Jun 2, 2022 20:44 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 628,965 $0.00 $0.00
Disclosure

SEC source: 0001777835-22-000050 · wf-form4_165420265542270.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,725,944

Underlying: Class A Common Stock · 628,965 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

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January 21, 2022 Filed Jan 25, 2022 13:40 UTC Perella Weinberg Partners PWP · Entity 988 OtherPWP Holdings LP Common Units · Derivative 1,253,931 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-003090 · doc4.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,354,909

Underlying: Class A Common Stock · 1,253,931 shares

Expires not disclosed

F3 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F3 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F3 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

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January 21, 2022 Filed Jan 25, 2022 13:40 UTC Perella Weinberg Partners PWP · Entity 988 OtherClass B-1 Common Stock · Derivative 1,253,931 $0.00 $0.00
Disclosure

SEC source: 0000899243-22-003090 · doc4.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,354,909

Underlying: Class A Common Stock · 1,253.931 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F2 · kind: Reflects a distribution of PWP OpCo Units and an equivalent number of Class B-1 Shares by the Reporting Person to one or more of its limited partners.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

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June 24, 2021 Filed Jun 29, 2021 01:22 UTC Perella Weinberg Partners PWP · Entity 988 GrantPWP Holdings LP Common Units · Derivative 45,608,840 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-026393 · doc4.xml · derivative · entry 2

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,608,840

Underlying: Class A Common Stock · 45,608,840 shares

Expires not disclosed

F2 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

F2 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.

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June 24, 2021 Filed Jun 29, 2021 01:22 UTC Perella Weinberg Partners PWP · Entity 988 GrantClass B-1 Common Stock · Derivative 45,608,840 $0.00 $0.00
Disclosure

SEC source: 0000899243-21-026393 · doc4.xml · derivative · entry 1

PWP Professional Partners LP · CIK 0001867861 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,608,840

Underlying: Class A Common Stock · 45,608.84 shares

Expires not disclosed

F1 · derivative.exercise_price: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.exercise_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

F1 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.

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