Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Perella Weinberg PartnersPWP · Entity 988 | Director · President | August 31, 2026 | September 02, 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.
Perella Weinberg Partners
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,379,452 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Exercise / conversion · Acquired 968,964 · Balance 1,379,452 |
| Performance-Based Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-08-31 · Exercise / conversion · Disposed 968,964 · Balance 0 F1: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. |
Filing footnotes · ownership attribution and instrument terms
F1: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock.
F2: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date.
F3: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions.
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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 2, 2026 21:56 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 968,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000088 · wk-form4_1788386166.xml · derivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 968,964 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| August 31, 2026 Filed Sep 2, 2026 21:56 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 968,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000088 · wk-form4_1788386166.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,379,452 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. Read SEC document |
| February 24, 2026 Filed Feb 27, 2026 00:46 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 16,052 | $19.35 | $310,606.20 |
DisclosureSEC source: 0001867859-26-000004 · wk-form4_1772153178.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 410,488 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 00:55 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 48,546 | $20.79 | $1,009,271.34 |
DisclosureSEC source: 0001867859-26-000002 · wk-form4_1771462536.xml · nonDerivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 426,540 F2 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 13, 2026 Filed Feb 19, 2026 00:55 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 106,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001867859-26-000002 · wk-form4_1771462536.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 475,086 F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:42 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 177,553 | $22.20 | $3,941,676.60 |
DisclosureSEC source: 0001777835-25-000158 · wk-form4_1755031321.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,469 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $22.20-$22.51, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 22:23 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 44,044 | $22.24 | $979,538.56 |
DisclosureSEC source: 0001777835-25-000066 · wk-form4_1741213385.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 546,022 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 12:28 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 38,119 | $23.49 | $895,415.31 |
DisclosureSEC source: 0001777835-25-000049 · wk-form4_1740659306.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590,066 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:46 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 147,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000037 · wk-form4_1740015958.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 628,185 F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date. Read SEC document |
| January 21, 2025 Filed Jan 24, 2025 02:08 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 109,705 | $25.76 | $2,826,000.80 |
DisclosureSEC source: 0001777835-25-000015 · wk-form4_1737684520.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480,406 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the November 30, 2024 and December 31, 2024 achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:34 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 137,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000006 · wk-form4_1735940059.xml · derivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,381,036 Underlying: Class A Common Stock · 137,358 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on December 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on December 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 21:34 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 137,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000006 · wk-form4_1735940059.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 590,111 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. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:39 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 73,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000198 · wk-form4_1733269137.xml · derivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,518,394 Underlying: Class A Common Stock · 73,613 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on November 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on November 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 23:39 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 73,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000198 · wk-form4_1733269137.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 452,753 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. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 22:03 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 442,889 | $24.48 | $10,841,922.72 |
DisclosureSEC source: 0001777835-24-000191 · wk-form4_1731621789.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 379,140 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $24.48-$25.40, inclusive. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:36 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 95,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000174 · wk-form4_1730756186.xml · derivative · entry 3 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,592,007 Underlying: Class A Common Stock · 95,410 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. F2 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on October 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F3 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F4 · derivative.expiration_date: These PSUs vested on October 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:36 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 44,842 | $20.23 | $907,153.66 |
DisclosureSEC source: 0001777835-24-000174 · wk-form4_1730756186.xml · nonDerivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 822,029 F1 · acquired: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| October 31, 2024 Filed Nov 4, 2024 21:36 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 95,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000174 · wk-form4_1730756186.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 866,871 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. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:47 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 48,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000169 · wk-form4_1727909271.xml · derivative · entry 3 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,687,417 Underlying: Class A Common Stock · 48,528 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on September 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F3 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F4 · derivative.expiration_date: These PSUs vested on September 30, 2024, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:47 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 22,809 | $19.31 | $440,441.79 |
DisclosureSEC source: 0001777835-24-000169 · wk-form4_1727909271.xml · nonDerivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771,461 F1 · acquired: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 22:47 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 48,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000169 · wk-form4_1727909271.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 794,270 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. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 01:52 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 288,606 | $19.55 | $5,642,247.30 |
DisclosureSEC source: 0001777835-24-000155 · wk-form4_1725500869.xml · nonDerivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 745,742 F1 · acquired: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 01:52 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 614,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000155 · wk-form4_1725500869.xml · derivative · entry 3 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,735,945 Underlying: Class A Common Stock · 614,055 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: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3 · derivative.exercise_date: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · derivative.exercise_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F4 · derivative.expiration_date: The PSUs granted on August 31, 2021 vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 01:52 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 614,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000155 · wk-form4_1725500869.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,034,348 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. Read SEC document |
| March 04, 2024 Filed Mar 7, 2024 21:20 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 44,044 | $13.54 | $596,355.76 |
DisclosureSEC source: 0001777835-24-000049 · wk-form4_1709846422.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 420,293 F1 · acquired: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 02:37 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 16,059 | $12.97 | $208,285.23 |
DisclosureSEC source: 0001777835-24-000041 · wk-form4_1709001410.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 464,337 F1 · acquired: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:01 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 140,809 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000025 · wk-form4_1708470041.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 480,396 F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date. Read SEC document |
| March 04, 2023 Filed Mar 7, 2023 21:15 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 44,044 | $10.13 | $446,165.72 |
DisclosureSEC source: 0001777835-23-000054 · wf-form4_167822371324006.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 339,587 F1 · shares: Represents deemed disposition of shares of Class A common stock to the Issuer to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| February 24, 2023 Filed Mar 1, 2023 01:06 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 102,501 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000036 · wf-form4_167763279033330.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,631 F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 23:28 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 281,130 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009990 · doc4.xml · nonDerivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,130 F1 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the first, second and third anniversaries of the grant date. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:26 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantPerformance-Based Stock Units · Derivative | 2,350,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054253 · doc4.xml · derivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,350,000 Underlying: Class A Common Stock · 2,350,000 shares Expires not disclosed F1 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F1 · derivative.exercise_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. F1 · derivative.expiration_date: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in two equal installments on the third and fifth anniversaries of the grant date, subject to a 50% holdback after the first vesting date, and (ii) performance-based vesting conditions that are satisfied upon the achievement, as measured on the last calendar day of each month, of closing stock prices equal to $15, $20, $25 and $30 (subject to linear interpolation) for 20 out of any 30 consecutive trading days, in each case prior to the fifth anniversary of the grant date. Read SEC document |
| June 24, 2021 Filed Jun 29, 2021 01:19 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantPWP Holdings LP Common Units · Derivative | 2,302,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026390 · doc4.xml · derivative · entry 2 Becker Dietrich · CIK 0001867859 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 2,302,357 Underlying: Class A Common Stock · 2,302,357 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. 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. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2021 Filed Jun 29, 2021 01:19 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass B-1 Common Stock · Derivative | 2,302,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026390 · doc4.xml · derivative · entry 1 Becker Dietrich · CIK 0001867859 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 2,302,357 Underlying: Class A Common Stock · 2,302.357 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. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein. 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.