Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Perella Weinberg PartnersPWP · Entity 988 | CFO and COO | 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 | 74,866 |
Ending reported balance
After 2026-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-31 · Exercise / conversion · Acquired 4,000 · Balance 76,492 Row 2 · 2026-08-31 · Tax withholding · Disposed 1,626 · Balance 74,866 F1: 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. |
| Performance-Based Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-08-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-31 · Exercise / conversion · Disposed 4,000 · Balance 0 F2: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F3: 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4: 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: 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.
F2: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock.
F3: 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date.
F4: 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 21:57 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000092 · wk-form4_1788386253.xml · derivative · entry 3 Gottschalk Alexandra · CIK 0001867701 · CFO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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: 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · derivative.exercise_date: These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F3 · 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F4 · 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 21:57 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 1,626 | $16.98 | $27,609.48 |
DisclosureSEC source: 0001777835-26-000092 · wk-form4_1788386253.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · CFO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,866 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, 2026 Filed Sep 2, 2026 21:57 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000092 · wk-form4_1788386253.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · CFO and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,492 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 |
| May 20, 2026 Filed May 21, 2026 00:04 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 14,018 | $17.46 | $244,754.28 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 5 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,492 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.26 - $17.64, 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 |
| May 19, 2026 Filed May 21, 2026 00:04 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 43,788 | $17.58 | $769,793.04 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 4 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,510 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.41 - $17.76, 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 |
| May 18, 2026 Filed May 21, 2026 00:04 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass B-1 Common Stock · Derivative | 57,749.11 | $0.02 | $1,154.98 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · derivative · entry 7 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · PWP VoteCo Professionals LP Disclosed balance after: 0 Underlying: Class A Common Stock · 57.749 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. F6 · 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 · 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-1 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. F6 · 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. F6 · derivative.expiration_date: Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPWP Holdings LP Common Units · Derivative | 57,749.11 | $18.37 | $1,060,851.15 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · derivative · entry 6 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 57,749.11 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. F5 · 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. 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-1 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. F5 · 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. F5 · derivative.expiration_date: Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC | Perella Weinberg Partners PWP · Entity 988 | Disposition to issuerClass A Common Stock | 0.86 | $18.37 | $15.80 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 3 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,298 F2 · kind: Reflects the settlement of the exchange of PWP OpCo Units and Class B-1 Shares, as applicable, for cash. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 57.75 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,298.86 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-1 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. Read SEC document |
| May 18, 2026 Filed May 21, 2026 00:04 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 57,749.11 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000048 · wk-form4_1779321869.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,241.11 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-1 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. Read SEC document |
| May 05, 2026 Filed May 7, 2026 20:52 UTC | Perella Weinberg Partners PWP · Entity 988 | SaleClass A Common Stock | 51,671 | $19.74 | $1,019,985.54 |
DisclosureSEC source: 0001777835-26-000044 · wk-form4_1778187156.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,492 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $19.48 - $20.00 , 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 05, 2026 Filed Mar 10, 2026 01:11 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 1,609 | $18.64 | $29,991.76 |
DisclosureSEC source: 0001867701-26-000006 · wk-form4_1773105061.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,163 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 28, 2026 Filed Mar 3, 2026 23:46 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001867701-26-000004 · wk-form4_1772581573.xml · derivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Underlying: Class A Common Stock · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each performance-based restricted stock unit ("PSU") represents a contingent right to receive one share of Class A common stock. F2 · derivative.exercise_date: PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.exercise_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. F2 · derivative.expiration_date: PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on February 28, 2026, upon the achievement of certain service-based and performance-based vesting conditions. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 23:46 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001867701-26-000004 · wk-form4_1772581573.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,772 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 00:44 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 1,633 | $19.35 | $31,598.55 |
DisclosureSEC source: 0001867701-26-000002 · wk-form4_1772153088.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,772 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 00:54 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 3,975 | $20.79 | $82,640.25 |
DisclosureSEC source: 0001777835-26-000015 · wk-form4_1771462489.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,405 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 00:54 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 32,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-26-000015 · wk-form4_1771462489.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,380 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, 2025 Filed Mar 4, 2025 21:59 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 5,175 | $22.24 | $115,092.00 |
DisclosureSEC source: 0001777835-25-000060 · wk-form4_1741125552.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,767 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 28, 2025 Filed Mar 4, 2025 21:59 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000060 · wk-form4_1741125552.xml · derivative · entry 3 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 Underlying: Class A Common Stock · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 February 28, 2025, upon the achievement of certain service-based and performance-based vesting conditions. F4 · derivative.exercise_date: PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. F3 · derivative.expiration_date: These PSUs vested on February 28, 2025, upon the achievement of certain service-based and performance-based vesting conditions. F4 · derivative.expiration_date: PSUs vest based on the achievement of (i) service-based vesting conditions that are satisfied in five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:59 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000060 · wk-form4_1741125552.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,942 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, 2025 Filed Feb 27, 2025 12:27 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 3,488 | $23.49 | $81,933.12 |
DisclosureSEC source: 0001777835-25-000047 · wk-form4_1740659268.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,942 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 01:47 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000039 · wk-form4_1740016024.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,430 F2 · shares: Represents a grant of restricted stock units, which will vest based on the achievement of service-based vesting conditions that are satisfied on the third anniversary of the grant date. Read SEC document |
| February 14, 2025 Filed Feb 20, 2025 01:47 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 16,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-25-000039 · wk-form4_1740016024.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,430 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 |
| September 03, 2024 Filed Sep 5, 2024 11:39 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 3,165 | $19.55 | $61,875.75 |
DisclosureSEC source: 0001777835-24-000157 · wk-form4_1725536382.xml · nonDerivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,236 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 5, 2024 11:39 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionPerformance-Based Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000157 · wk-form4_1725536382.xml · derivative · entry 3 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 Underlying: Class A Common Stock · 4,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 11:39 UTC | Perella Weinberg Partners PWP · Entity 988 | Exercise / conversionClass A Common Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000157 · wk-form4_1725536382.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,401 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 21:23 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 2,200 | $13.54 | $29,788.00 |
DisclosureSEC source: 0001777835-24-000053 · wk-form4_1709846571.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,401 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 27, 2024 02:33 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 1,041 | $12.97 | $13,501.77 |
DisclosureSEC source: 0001777835-24-000037 · wk-form4_1709001164.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,601 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 15, 2024 Filed Feb 20, 2024 23:02 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 13,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-24-000026 · wk-form4_1708470112.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,642 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, 2023 Filed Sep 2, 2023 00:52 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 934 | $10.53 | $9,835.02 |
DisclosureSEC source: 0001777835-23-000120 · wf-form4_169361591933284.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,283 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 04, 2023 Filed Mar 7, 2023 21:24 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 2,089 | $10.13 | $21,161.57 |
DisclosureSEC source: 0001777835-23-000062 · wf-form4_167822427523722.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,217 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 01:10 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 12,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001777835-23-000039 · wf-form4_167763303951825.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,306 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, 2022 Filed Sep 1, 2022 00:48 UTC | Perella Weinberg Partners PWP · Entity 988 | Tax withholdingClass A Common Stock | 934 | $7.23 | $6,752.82 |
DisclosureSEC source: 0001777835-22-000074 · wf-form4_166199327214460.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,295 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 04, 2022 Filed Mar 8, 2022 23:30 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 25,729 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-010000 · doc4.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,229 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 20:31 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantPerformance-Based Stock Units · Derivative | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054261 · doc4.xml · derivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Class A Common Stock · 20,000 shares Expires not disclosed F2 · 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. 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 five equal installments on the 36, 42, 48, 54 and 60 month anniversaries of the grant date and (ii) performance-based vesting conditions that are satisfied upon the achievement of closing stock price hurdles for 20 out of any 30 consecutive trading days equal to $12, $13.50, $15 and $17, in each case prior to the sixth anniversary of the grant date. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 20:31 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass A Common Stock | 11,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054261 · doc4.xml · nonDerivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · CAO and Managing Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,500 F1 · shares: Includes 11,500 unvested shares subject to awards of restricted stock units ("RSUs"), which vest in three equal installments on the 12, 24 and 36 month anniversaries of the grant date, subject to continued service through each vesting date. Each RSU represents a contingent right to receive one share of Class A common stock. Read SEC document |
| June 24, 2021 Filed Jun 29, 2021 01:25 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantPWP Holdings LP Common Units · Derivative | 96,941 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026395 · doc4.xml · derivative · entry 2 Gottschalk Alexandra · CIK 0001867701 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 96,941 Underlying: Class A Common Stock · 96,941 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 her pecuniary interest therein. Read SEC document |
| June 24, 2021 Filed Jun 29, 2021 01:25 UTC | Perella Weinberg Partners PWP · Entity 988 | GrantClass B-1 Common Stock · Derivative | 96,941 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-026395 · doc4.xml · derivative · entry 1 Gottschalk Alexandra · CIK 0001867701 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · PWP Professional Partners LP Disclosed balance after: 96,941 Underlying: Class A Common Stock · 96.941 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 her 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.