Perella Weinberg Partners (PWP) CFO Gottschalk acquired 4,000 shares
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
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Exercise or conversion of a derivative (M) | Class A Common Stock | +4,000 | - | - | 76,492 direct |
| Aug 31, 2026 | Shares withheld for taxes or exercise price (F) | Class A Common Stock1 | -1,626 | $16.98 | $27.6K | 74,866 direct |
Options and other derivatives
| Date | Type | Security | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Exercise 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. 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. Each performance-based restricted stock unit ( PSU ) represents a contingent right to receive one share of Class A common stock.
- 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. 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.
| Session | Earlier headline | PWP | SPY |
|---|---|---|---|
| Jul 31, 2026 | Perella Weinberg Reports Second Quarter 2026 Resultsand 1 other headline that session | +18.4% | +0.7% |
| Jul 21, 2026 | Perella Weinberg to Announce Second Quarter 2026 Financial Results and to Host Conference Call on July 31, 2026 | -0.3% | +0.8% |
| May 1, 2026 | Perella Weinberg Reports First Quarter 2026 Results | -9.4% | +0.3% |
| Apr 21, 2026 | Perella Weinberg to Announce First Quarter 2026 Financial Results and to Host Conference Call on May 1, 2026 | -0.9% | -0.7% |
| Apr 13, 2026 | Perella Weinberg to Acquire Gleacher Shacklock, a Leading Independent UK Advisory Firm | +2.6% | +1.0% |
| Apr 8, 2026 | Perella Weinberg Partners upgraded by Keefe Bruyette with a new price target | +7.6% | +2.5% |
Earlier insider filings at PWP
- Sep 2, 2026Director Weinberg Peter A converted options into 680,336 shares, increasing direct ownership by 35% to 2,635,236 units (SEC Form 4)
- Sep 2, 2026President Becker Dietrich converted options into 968,964 shares, increasing direct ownership by 236% to 1,379,452 units (SEC Form 4)
- Sep 2, 2026Chairman and CEO Bednar Andrew converted options into 968,964 shares, increasing direct ownership by 91% to 2,030,224 units (SEC Form 4)
- Aug 7, 2026Chairman and CEO Bednar Andrew sold $4,080,379 worth of shares (235,697 units at $17.31), decreasing direct ownership by 18% to 1,061,260 units (SEC Form 4) to satisfy withholding obligation
- Jun 16, 2026Director Steel Robert K sold $1,576,000 worth of shares (100,000 units at $15.76), decreasing direct ownership by 26% to 287,922 units (SEC Form 4)
- Market cap
- 30-day
- Sector
- Finance
- Industry
- Finance: Consumer Services
- Listed since
- 2020
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