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Perella Weinberg Partners (PWP) CFO Gottschalk acquired 4,000 shares

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Insider transactions reported

Alexandra Gottschalk (CFO and COO at Perella Weinberg Partners, PWP) reported that they acquired 4,000 shares, and gave up 1,626 shares at $16.98 to cover taxes or an exercise price on Aug 31, 2026. After these transactions the filing shows 74,866 shares held directly.

Reporting person
Gottschalk Alexandra
Role
CFO and COO
Common stock and other non-derivative transactions
DateTypeSecuritySharesPriceValueHeld after
Aug 31, 2026Exercise or conversion of a derivative (M)Class A Common Stock+4,000--76,492 direct
Aug 31, 2026Shares withheld for taxes or exercise price (F)Class A Common Stock1-1,626$16.98$27.6K74,866 direct

Options and other derivatives

Options and other derivative transactions
DateTypeSecuritySharesPriceValueHeld after
Aug 31, 2026Exercise or conversion of a derivative (M)Performance-Based Stock UnitsOn 4,000 Class A Common Stock2, 3, 4-4,000--0 direct

Holdings before and after

  • Class A Common Stock: 72,492 to 74,866 direct
  • Performance-Based Stock Units: 4,000 to 0 direct

Footnotes from the filing

  1. 1. 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.
  2. 2. Each performance-based restricted stock unit ( PSU ) represents a contingent right to receive one share of Class A common stock.
  3. 3. 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.
  4. 4. These PSUs vested on August 31, 2026, upon the achievement of certain service-based and performance-based vesting conditions.

Transaction codes in this filing

Exercise or conversion of a derivative:
Code M marks the exercise or conversion of an option or other derivative under an exempt plan.
Shares withheld for taxes or exercise price:
Code F marks shares handed back or withheld to pay taxes or an exercise price. No sale happens in the market.

FAQ

What did Gottschalk report in this PWP Form 4?

Alexandra Gottschalk (CFO and COO at Perella Weinberg Partners, PWP) reported that they acquired 4,000 shares, and gave up 1,626 shares at $16.98 to cover taxes or an exercise price on Aug 31, 2026. After these transactions the filing shows 74,866 shares held directly.

How many PWP shares does Gottschalk hold after this filing?

The filing shows 74,866 shares held directly after the reported transactions. Form 4 reports only the positions it lists, so this may not be every holding.

What does transaction code M mean on an SEC Form 4?

Code M marks the exercise or conversion of an option or other derivative under an exempt plan.

Historical context for PWP

Across the 12 sessions after earlier PWP headlines, the stock closed higher 6 times and lower 6 times, with a median move of 3.7% in either direction. This shows timing only: many things move a stock in a session, and these figures do not show that any headline caused a move.

Earlier insider filings at PWP

Quantisnow market dataNASDAQ
Perella Weinberg Partners logo
PWP
Perella Weinberg Partners
Market cap
30-day
Sector
Finance
Industry
Finance: Consumer Services
Listed since
2020
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