Welcome to our dedicated page for Perella Weinberg Partners SEC filings (Ticker: PWP), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Perella Weinberg Partners (PWP) SEC filings page on Stock Titan provides access to the firm’s regulatory disclosures as a Nasdaq-listed investment banking advisory company. Perella Weinberg files a range of documents with the U.S. Securities and Exchange Commission, including Form 8-K current reports, annual and quarterly reports, and governance-related filings that together describe its operations, financial condition, and corporate decisions.
Recent Form 8-K filings illustrate how PWP uses current reports to communicate material events. These include the furnishing of quarterly financial results press releases, which summarize revenues, compensation and non-compensation expenses, adjusted and GAAP pre-tax income, and capital management actions such as share repurchases, unit exchanges, and dividends. Other 8-K items disclose board decisions, such as the appointment of new independent directors, changes to the size of the Board, committee assignments, and the frequency of advisory votes on executive compensation.
Perella Weinberg also files 8-K and 8-K/A reports related to shareholder meeting outcomes and subsequent Board determinations, for example regarding how often it will hold advisory votes on named executive officer compensation. Additional filings describe unregistered sales of equity securities under the operating partnership structure, where PWP OpCo partnership units and Class B common stock are exchanged for Class A common stock or cash under the terms of the PWP OpCo limited partnership agreement.
On this page, Stock Titan surfaces these filings with real-time updates from EDGAR and AI-powered summaries that explain the key points in clear language. Users can quickly understand what each filing covers, from earnings announcements and governance changes to equity exchanges and compensation-related votes, without reading every line of the underlying documents. Over time, this archive helps investors track how Perella Weinberg’s advisory business, capital structure, and governance framework are reflected in its SEC reporting.
Perella Weinberg Partners reported weaker first-quarter 2026 results, with a swing to an operating loss and sharply lower earnings. Revenue fell 30% to $148.9 million, as fewer fee-paying clients and slower M&A and capital solutions activity offset higher average fees per client.
Total compensation and benefits dropped 18% to $122.1 million, mainly from a lower bonus pool, but equity-based compensation rose with higher headcount and vesting. Non-compensation expenses declined 22% to $39.8 million, reflecting reduced litigation, bad debt expense, and recruiting costs. Net income attributable to Perella Weinberg Partners fell to $1.5 million from $17.3 million, or $0.02 basic EPS.
Operating cash flow was a $109.7 million outflow, driven by annual bonus payments, reducing cash and restricted cash to $78.8 million from $257.1 million. The firm has no debt outstanding and maintains a $50 million revolving credit facility. Subsequent to quarter end, the board declared a quarterly dividend of $0.07 per Class A share, and the company agreed to acquire London-based advisory firm Gleacher Shacklock LLP, expected to close in the second half of 2026 subject to regulatory approval.
Perella Weinberg Partners reported a weaker first quarter of 2026, with revenues of $148.9 million, down 30% from a record $211.8 million a year earlier. The firm posted a GAAP pre-tax loss of $10.6 million and GAAP diluted EPS of $0.02, while adjusted EPS was $0.05.
Compensation and benefits were $122.1 million, and non-compensation expenses fell to $39.8 million, helped by lower professional fees and bad debt expense. The company ended March 31, 2026 with $77.7 million of cash, no debt, and returned $63.8 million to equity holders, including net settlement of about 2.7 million share equivalents and $8.6 million of dividends.
The Board declared a quarterly dividend of $0.07 per Class A share. Alexandra Gottschalk, the current Chief Financial Officer, was appointed to the additional role of Chief Operating Officer, effective April 27, 2026, reflecting her expanded leadership responsibilities.
Perella Weinberg Partners entered into a Sale and Purchase Deed to acquire 100% of the membership interests of a limited liability partnership organized under the laws of England and Wales. The closing is subject to customary conditions, including required regulatory approvals, and is expected in the second half of the year.
As part of the purchase consideration, the company will issue shares of its Class A common stock. This includes an aggregate of 1,127,529 shares at closing and an aggregate of 2,255,058 additional shares in three annual tranches on each of the first, second, and third anniversaries of closing, which are subject to forfeiture in certain circumstances. Further contingent consideration may be payable in shares based on fees from specified client engagements, calculated using the volume-weighted average trading price over defined periods.
The shares will be issued in an unregistered private transaction relying on the Section 4(a)(2) exemption under the Securities Act and will be "restricted securities" under Rule 144. The company has agreed that resales by the sellers may occur pursuant to a registration statement (or supplement) it will file or under another available exemption.
Perella Weinberg Partners is asking stockholders to vote at its virtual 2026 annual meeting on May 27, 2026. Investors will elect three Class II directors (Robert K. Steel, R. Edwin Bennett and Houda Dabboussi) and ratify Ernst & Young LLP as independent auditor for 2026.
The company explains its controlled-company status under Nasdaq rules, where VoteCo Professionals holds high-vote Class B-1 shares and designates a significant portion of the board. After the meeting, the board will have nine directors and will no longer have a majority of independent directors, though all audit committee members remain independent.
The proxy details 2025 compensation for key executives, combining salary, discretionary cash bonuses and RSU grants. CEO Andrew Bednar received total reported compensation of about $5.1 million, while the median employee earned $301,104, resulting in a CEO pay ratio of roughly 17 to 1.
The Vanguard Group amended its Schedule 13G/A for Perella Weinberg Partners. The amendment (Amendment No. 2) states The Vanguard Group reports 0 shares beneficially owned and 0% of the common stock class. The filing attributes the change to an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, with certain subsidiaries now reporting holdings separately. The filing is signed by Ashley Grim on March 27, 2026.
Perella Weinberg Partners director Robert K. Steel reported a tax-related share disposition. On the transaction date, 15,301 shares of Class A common stock were transferred back to the company at $18.64 per share to cover tax withholding tied to vesting restricted stock units.
According to the filing, this was a tax-withholding disposition rather than an open-market sale. After this transaction, Steel’s direct holdings in Perella Weinberg Partners Class A common stock were 189,643 shares.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported a small share disposition related to tax withholding. On the vesting of restricted stock units, 1,609 shares of Class A common stock were deemed disposed of at $18.64 per share to satisfy tax withholding obligations. After this tax-withholding transaction, she beneficially owned 124,163 shares of Class A common stock.
Perella Weinberg Partners director entity PWP VoteCo Professionals LP reported an internal reallocation involving 215,000 shares of Class B-1 common stock at $0.02 per share. After this transaction, the reporting entity held 21,924,506 Class B-1 shares.
Footnotes explain that Class B-1 shares are tied to PWP Holdings LP units held by partners and are surrendered and converted into Class A common stock or cash when those partnership units are exchanged. The reported event reflects a distribution of Class B-1 shares by the reporting entity to one or more of its limited partners, consistent with this exchange structure.
Perella Weinberg Partners Chief Financial Officer Alexandra Gottschalk reported the vesting and conversion of performance-based stock units into Class A common stock. On February 28, 2026, 4,000 performance-based stock units vested and were exercised at $0.00 per unit, delivering 4,000 Class A shares.
Each unit represents a right to receive one share of Class A stock. These awards vest over time and only if stock price targets of $12, $13.50, $15, and $17 are met for sustained trading periods. After this transaction, Gottschalk directly owned 125,772 Class A shares.