Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Perella Weinberg PartnersPWP · Entity 988 | Director | 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 | 2,635,236 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Exercise / conversion · Acquired 680,336 · Balance 2,635,236 |
| 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 680,336 · 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 | 680,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000090 · wk-form4_1788386214.xml · derivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 680,336 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 | 680,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000090 · wk-form4_1788386214.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,635,236 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 26, 2026 19:47 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 11,844 | $19.35 | $229,181.40 |
DisclosureSEC source: 0001416779-26-000002 · wk-form4_1772153256.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,954,900 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 |
| May 01, 2025 Filed May 5, 2025 17:42 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 137,621 | $17.20 | $2,367,081.20 |
DisclosureSEC source: 0001777835-25-000093 · wk-form4_1746481338.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $16.84-$17.44, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 17:37 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 39,982 | $19.16 | $766,055.12 |
DisclosureSEC source: 0001777835-25-000073 · wk-form4_1743716268.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 137,621 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.91-$19.51, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 17:37 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 101,018 | $18.45 | $1,863,782.10 |
DisclosureSEC source: 0001777835-25-000073 · wk-form4_1743716268.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 177,603 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.97-$18.75, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 17:21 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 59,130 | $21.03 | $1,243,503.90 |
DisclosureSEC source: 0001777835-25-000064 · wk-form4_1741213308.xml · nonDerivative · entry 3 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 278,621 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $20.53-$21.73, 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 F4 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 17:21 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 60,749 | $22.24 | $1,351,057.76 |
DisclosureSEC source: 0001777835-25-000064 · wk-form4_1741213308.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,966,744 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 |
| March 03, 2025 Filed Mar 5, 2025 17:21 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 81,870 | $22.57 | $1,847,805.90 |
DisclosureSEC source: 0001777835-25-000064 · wk-form4_1741213308.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 337,751 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $22.22-$23.23, 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. F4 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 07:26 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 17,205 | $23.49 | $404,145.45 |
DisclosureSEC source: 0001777835-25-000043 · wk-form4_1740659172.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,027,493 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 04, 2025 Filed Feb 5, 2025 20:15 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 45,884 | $25.85 | $1,186,101.40 |
DisclosureSEC source: 0001777835-25-000021 · wk-form4_1738804527.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 419,621 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $24.83-$26.29, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 20:15 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 95,116 | $24.95 | $2,373,144.20 |
DisclosureSEC source: 0001777835-25-000021 · wk-form4_1738804527.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 465,505 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $24.49-$25.18, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 21:06 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 70,239 | $25.76 | $1,809,356.64 |
DisclosureSEC source: 0001777835-25-000011 · wk-form4_1737684397.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,044,698 F3 · 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 |
| January 03, 2025 Filed Jan 6, 2025 16:58 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 68,134 | $23.12 | $1,575,258.08 |
DisclosureSEC source: 0001777835-25-000009 · wk-form4_1736200723.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 560,621 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $22.76-$23.70, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 16:58 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 72,866 | $23.60 | $1,719,637.60 |
DisclosureSEC source: 0001777835-25-000009 · wk-form4_1736200723.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 628,755 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $23.38-$23.99, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 16:31 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 96,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000005 · wk-form4_1735939876.xml · derivative · entry 3 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 969,664 Underlying: Class A Common Stock · 96,442 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 December 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 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 16:31 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 96,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000005 · wk-form4_1735939876.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,114,937 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 |
| December 05, 2024 Filed Dec 5, 2024 18:25 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 21,108 | $25.71 | $542,686.68 |
DisclosureSEC source: 0001777835-24-000205 · wk-form4_1733441128.xml · nonDerivative · entry 3 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 701,621 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $25.01-$25.98, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| December 04, 2024 Filed Dec 5, 2024 18:25 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 61,612 | $25.23 | $1,554,470.76 |
DisclosureSEC source: 0001777835-24-000205 · wk-form4_1733441128.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 722,729 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $24.89-$25.42, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| December 03, 2024 Filed Dec 5, 2024 18:25 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 58,280 | $25.42 | $1,481,477.60 |
DisclosureSEC source: 0001777835-24-000205 · wk-form4_1733441128.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 784,341 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by Red Hook Capital LLC on August 6, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $25.11-$25.81, 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. F3 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| November 30, 2024 Filed Dec 3, 2024 18:40 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 51,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000200 · wk-form4_1733269201.xml · derivative · entry 3 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,066,106 Underlying: Class A Common Stock · 51,686 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 November 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 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 18:40 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 51,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000200 · wk-form4_1733269201.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,018,495 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 |
| October 31, 2024 Filed Nov 4, 2024 16:37 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 66,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000176 · wk-form4_1730756252.xml · derivative · entry 4 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,117,792 Underlying: Class A Common Stock · 66,990 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. 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. F5 · derivative.exercise_date: These PSUs vested on October 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. F5 · 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 16:37 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 34,198 | $20.23 | $691,825.54 |
DisclosureSEC source: 0001777835-24-000176 · wk-form4_1730756252.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,966,809 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 |
| October 31, 2024 Filed Nov 4, 2024 16:37 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 66,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000176 · wk-form4_1730756252.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,001,007 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 18:45 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 34,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000165 · wk-form4_1727909103.xml · derivative · entry 4 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,184,782 Underlying: Class A Common Stock · 34,073 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. 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. F5 · derivative.exercise_date: These PSUs vested on September 30, 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. F5 · 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 18:45 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 17,395 | $19.31 | $335,897.45 |
DisclosureSEC source: 0001777835-24-000165 · wk-form4_1727909103.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,934,017 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 |
| September 30, 2024 Filed Oct 2, 2024 18:45 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 34,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000165 · wk-form4_1727909103.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,951,412 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 4, 2024 21:51 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 500,875 | $19.55 | $9,792,106.25 |
DisclosureSEC source: 0001777835-24-000152 · wk-form4_1725500765.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,917,339 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 |
| August 31, 2024 Filed Sep 4, 2024 21:51 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 431,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000152 · wk-form4_1725500765.xml · derivative · entry 4 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,218,855 Underlying: Class A Common Stock · 431,145 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F4 · derivative.exercise_date: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F5 · 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.expiration_date: These PSUs vested on August 31, 2024, upon the achievement of certain service-based and performance-based vesting conditions. F5 · 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 4, 2024 21:51 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 431,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000152 · wk-form4_1725500765.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,418,214 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 16:16 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 56,048 | $13.54 | $758,889.92 |
DisclosureSEC source: 0001777835-24-000045 · wk-form4_1709846192.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,987,069 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 26, 2024 Filed Feb 26, 2024 21:35 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 15,809 | $12.97 | $205,042.73 |
DisclosureSEC source: 0001777835-24-000039 · wk-form4_1709001312.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,043,117 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 |
| December 29, 2023 Filed Jan 23, 2025 21:06 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 3,895 | $12.44 | $48,453.80 |
DisclosureSEC source: 0001777835-25-000011 · wk-form4_1737684397.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,114,937 F1 · shares: Represents deemed disposition of unvested restricted stock units to the Issuer to satisfy tax withholding obligations in connection with the reporting person becoming retirement eligible. F2 · balance_after: The total number of shares reported in Column 5 reflects both the reported transaction and the transactions reported in subsequent Forms 4, as well as 3,895 shares of Class A common stock underreported in previous Forms 4. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 18:18 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPWP Holdings LP Common Units · Derivative | 841,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000142 · wk-form4_1701731908.xml · derivative · entry 5 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 841,780 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-2 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F4 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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. F4 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 18:18 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass B-2 Common Stock · Derivative | 841,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000142 · wk-form4_1701731908.xml · derivative · entry 4 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 0 Underlying: Class A Common Stock · 841.78 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 Share. F1 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-2 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F3 · 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 Share. F3 · 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 Share. F2 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 18:18 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 841,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000142 · wk-form4_1701731908.xml · nonDerivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 842,621.78 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 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-2 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F2 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| December 01, 2023 Filed Dec 4, 2023 18:18 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 841.78 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000142 · wk-form4_1701731908.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 841.78 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 · kind: Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-2 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share. F2 · ownership.nature: Reflects securities held directly by Red Hook Capital LLC. The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 09:05 UTC | Perella Weinberg Partners PWP · Entity 988 | Disposition to issuerPerformance-Based Stock Units · Derivative | 1,650,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000114 · wf-form4_169115434537589.xml · derivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,650,000 Underlying: Class A Common Stock · 1,650,000 shares Expires not disclosed F3 · derivative.exercise_price: Each 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 · kind: On August 2, 2023, in connection with the reporting person's transition from CEO to Chairman, the Compensation Committee of the Board of Directors of the Issuer approved a modification of the award of 3,300,000 performance-based stock units ("PSUs") previously granted to the reporting person on August 31, 2021. The modification is intended to further align the Chairman to long-term shareholder value creation and place less emphasis on prospective annual compensation. As modified, 1,650,000 of these PSUs will vest solely based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the third, fourth and fifth anniversaries of the grant date. The remaining 1,650,000 PSUs are subject to the original vesting conditions as explained in footnote 3 below. F2 · kind: For Section 16 purposes, the modification explained in footnote 1 above may be deemed to be a disposition of 1,650,000 PSUs and an acquisition of 1,650,000 time-based restricted stock units subject to the service-based vesting conditions described above. F3 · derivative.exercise_date: Each 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: Each 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 |
| August 02, 2023 Filed Aug 4, 2023 09:05 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 1,650,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000114 · wf-form4_169115434537589.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,058,926 F1 · kind: On August 2, 2023, in connection with the reporting person's transition from CEO to Chairman, the Compensation Committee of the Board of Directors of the Issuer approved a modification of the award of 3,300,000 performance-based stock units ("PSUs") previously granted to the reporting person on August 31, 2021. The modification is intended to further align the Chairman to long-term shareholder value creation and place less emphasis on prospective annual compensation. As modified, 1,650,000 of these PSUs will vest solely based on the achievement of service-based vesting conditions that are satisfied in three equal installments on the third, fourth and fifth anniversaries of the grant date. The remaining 1,650,000 PSUs are subject to the original vesting conditions as explained in footnote 3 below. F2 · kind: For Section 16 purposes, the modification explained in footnote 1 above may be deemed to be a disposition of 1,650,000 PSUs and an acquisition of 1,650,000 time-based restricted stock units subject to the service-based vesting conditions described above. Read SEC document |
| March 04, 2023 Filed Mar 7, 2023 16:13 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 57,953 | $10.13 | $587,063.89 |
DisclosureSEC source: 0001777835-23-000052 · wf-form4_167822362651331.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,926 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 Feb 28, 2023 20:03 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 109,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000033 · wf-form4_167763257677857.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 466,879 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 18:26 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 356,996 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-009987 · doc4.xml · nonDerivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,996 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 16:36 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantPerformance-Based Stock Units · Derivative | 3,300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054273 · doc4.xml · derivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300,000 Underlying: Class A Common Stock · 3,300,000 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 28, 2021 21:13 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantPWP Holdings LP Common Units · Derivative | 841,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026380 · doc4.xml · derivative · entry 4 Weinberg Peter A · CIK 0001416779 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 841,780 Underlying: Class A Common Stock · 841,780 shares Expires not disclosed F4 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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. F4 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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. F4 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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 · ownership.nature: The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC ("Red Hook") through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 21:13 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantPWP Holdings LP Common Units · Derivative | 3,392,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026380 · doc4.xml · derivative · entry 3 Weinberg Peter A · CIK 0001416779 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 3,392,947 Underlying: Class A Common Stock · 3,392,947 shares Expires not disclosed F4 · derivative.exercise_price: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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. F4 · derivative.exercise_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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. F4 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B 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 28, 2021 21:13 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass B-2 Common Stock · Derivative | 841,780 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026380 · doc4.xml · derivative · entry 2 Weinberg Peter A · CIK 0001416779 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Red Hook Capital LLC Disclosed balance after: 841,780 Underlying: Class A Common Stock · 841.78 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 Share. F3 · ownership.nature: The Reporting Person has shared voting and dispositive power over Red Hook Capital LLC ("Red Hook") through his shared control of Rosedale Partners LLC, the sole member of Red Hook. Each of the Reporting Person and Rosedale Partners LLC disclaims beneficial ownership of the securities held by Red Hook Capital LLC, except to the extent of their respective pecuniary interest therein. Read SEC document |
| June 24, 2021 Filed Jun 28, 2021 21:13 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass B-1 Common Stock · Derivative | 3,392,947 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026380 · doc4.xml · derivative · entry 1 Weinberg Peter A · CIK 0001416779 · Director · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 3,392,947 Underlying: Class A Common Stock · 3,392.947 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 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") or Class B-2 common stock ("Class B-2 Shares" and, together with Class B-1 Shares, "Class B Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B Shares equal to the number of PWP OpCo Units exchanged, and such Class B 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 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.