PWP SEC Filing News — Perella Weinberg Partners

Latest SEC filings for Perella Weinberg Partners (PWP) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-03.

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research…
Sector: Financial Services Industry: Capital Markets Market Cap: $1.2B
20
Total Filings
0
Bullish Classifications
2
Bearish Classifications
12
Insider Transactions
3
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for PWP currently lean bearish. Of the 20 filing records displayed, 2 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
PWP Filing Activity Snapshot 2026-05-29 — 2026-09-03
Insider Transactions (Form 4)
0 buys vs 2 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$4.08M
Bednar Andrew (Director, Chairman and CEO) · 2026-08-07
235,697 shares · Form 4
Form 144 Notices
4
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 12 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 12 filings in this group are Form 4s for Perella Weinberg Partners.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 12 insider filings shown, the breakdown is 5 option exercise, 4 compensation award, 2 open-market sale and 1 other reported transaction. 2 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Option exercise ×5
The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.
Compensation award ×4
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Open-market sale ×2
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Other reported transaction ×1
The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.
Form 4 Other reported transaction Tax / Compensation Filing 2026-09-03

PWP insider Form 4 filed for equity award, exercise, or tax withholding

PWP VoteCo Professionals LP (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The filing reports a transaction type that does not map to a routine purchase, sale, award or withholding.

Transactions reported on this filing
Code Nature Shares Price Value
J Other transaction derivative · Class B-1 Common Stock 1,997,030 $0.02 $39.9K
Filing: Form 4 (Insider Transaction) Insider: PWP VoteCo Professionals LP (Director)
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-02

PWP insider Form 4 filed for equity award, exercise, or tax withholding

STEEL ROBERT K (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 30,000 — —
F Tax withholding on vested shares 15,298 $16.98 $259.8K
M Option exercise derivative · Performance-Based Stock Units 30,000 — —
Filing: Form 4 (Insider Transaction) Insider: STEEL ROBERT K (Director) Shares: 45,298
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-02

PWP insider Form 4 filed for equity award, exercise, or tax withholding

Gottschalk Alexandra (CFO and COO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 4,000 — —
F Tax withholding on vested shares 1,626 $16.98 $27.6K
M Option exercise derivative · Performance-Based Stock Units 4,000 — —
Filing: Form 4 (Insider Transaction) Insider: Gottschalk Alexandra (CFO and COO) Shares: 5,626
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-02

PWP insider Form 4 filed for equity award, exercise, or tax withholding

Weinberg Peter A (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 680,336 — —
M Option exercise derivative · Performance-Based Stock Units 680,336 — —
Filing: Form 4 (Insider Transaction) Insider: Weinberg Peter A (Director) Shares: 680,336
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-02

PWP insider Form 4 filed for equity award, exercise, or tax withholding

Becker Dietrich (Director, President) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 968,964 — —
M Option exercise derivative · Performance-Based Stock Units 968,964 — —
Filing: Form 4 (Insider Transaction) Insider: Becker Dietrich (Director, President) Shares: 968,964
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-02

PWP insider Form 4 filed for equity award, exercise, or tax withholding

Bednar Andrew (Director, Chairman and CEO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 968,964 — —
M Option exercise derivative · Performance-Based Stock Units 968,964 — —
Filing: Form 4 (Insider Transaction) Insider: Bednar Andrew (Director, Chairman and CEO) Shares: 968,964
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-08-07

PWP insider Bednar Andrew (Director, Chairman and CEO) sold 235,697 shares (~$4.08M)

Bednar Andrew, listed as Director, Chairman and CEO at Perella Weinberg Partners, reported an open-market sale of 235,697 PWP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 77,899 $17.36 $1.35M
S Open-market sale 80,045 $17.17 $1.37M
S Open-market sale 77,753 $17.41 $1.35M
Filing: Form 4 (Insider Transaction) Insider: Bednar Andrew (Director, Chairman and CEO) Shares: 235,697 Est. Value: $4.08M
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-06-16

PWP insider STEEL ROBERT K (Director) sold 100,000 shares (~$1.58M)

STEEL ROBERT K, listed as Director at Perella Weinberg Partners, reported an open-market sale of 100,000 PWP shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 100,000 $15.76 $1.58M
Filing: Form 4 (Insider Transaction) Insider: STEEL ROBERT K (Director) Shares: 100,000 Est. Value: $1.58M
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-05-29

PWP insider Form 4 filed for equity award, exercise, or tax withholding

Bennett Roy Edwin (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 5,429 — —
Filing: Form 4 (Insider Transaction) Insider: Bennett Roy Edwin (Director) Shares: 5,429
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-05-29

PWP insider Form 4 filed for equity award, exercise, or tax withholding

Dabboussi Houda (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 5,429 — —
Filing: Form 4 (Insider Transaction) Insider: Dabboussi Houda (Director) Shares: 5,429
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-05-29

PWP insider Form 4 filed for equity award, exercise, or tax withholding

FASCITELLI ELIZABETH C (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 5,429 — —
Filing: Form 4 (Insider Transaction) Insider: FASCITELLI ELIZABETH C (Director) Shares: 5,429
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-05-29

PWP insider Form 4 filed for equity award, exercise, or tax withholding

MUGFORD KRISTIN W (Director) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award 5,429 — —
Filing: Form 4 (Insider Transaction) Insider: MUGFORD KRISTIN W (Director) Shares: 5,429
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 4 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. Perella Weinberg Partners has 4 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-08-07

PWP Form 144 filed for proposed insider sale by ANDREW BEDNAR (77,753 shares) ~$1.35M

ANDREW BEDNAR filed a Form 144 with the SEC indicating intent to sell PWP (Perella Weinberg Partners) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ANDREW BEDNAR Shares: 77,753 Est. Value: $1.35M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-06

PWP Form 144 filed for proposed insider sale by ANDREW BEDNAR (80,045 shares) ~$1.37M

ANDREW BEDNAR filed a Form 144 with the SEC indicating intent to sell PWP (Perella Weinberg Partners) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ANDREW BEDNAR Shares: 80,045 Est. Value: $1.37M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-05

PWP Form 144 filed for proposed insider sale by ANDREW BEDNAR (77,899 shares) ~$1.35M

ANDREW BEDNAR filed a Form 144 with the SEC indicating intent to sell PWP (Perella Weinberg Partners) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ANDREW BEDNAR Shares: 77,899 Est. Value: $1.35M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-06-12

PWP Form 144 filed for proposed insider sale by ROBERT STEEL (100,000 shares) ~$1.58M

ROBERT STEEL filed a Form 144 with the SEC indicating intent to sell PWP (Perella Weinberg Partners) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ROBERT STEEL Shares: 100,000 Est. Value: $1.58M
View on SEC EDGAR → Open Filing Document →
Material Events 3 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There are 3 in this period for Perella Weinberg Partners. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-09-03

PWP filed 8-K — material company event

Perella Weinberg Partners filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-09-01

PWP filed 8-K — material company event

Perella Weinberg Partners filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Form 8-K Material Company Update 2026-07-31

PWP filed 8-K — material company event

Perella Weinberg Partners filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 quarterly report (10-Q) for Perella Weinberg Partners.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-Q Quarterly Report 2026-07-31

PWP filed Quarterly Report (10-Q)

Perella Weinberg Partners filed its quarterly report with the SEC. This report includes unaudited financial statements and management discussion for the quarter.

Filing: 10-Q (Quarterly Report)
View on SEC EDGAR → Open Filing Document →

How we classify Perella Weinberg Partners's filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on PWP. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — PWP SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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