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PJT Partners Inc. (PJT)
USD164.90
+7.77 (+4.95%)
US NYSE Financial Services Investment - Banking & Investment Services
Address
280 Park Avenue 10017
New York, NY, US
New York, NY, US
CEO
Paul J. Taubman
Website
pjtpartners.com
IPO
2015-09-22
CIK 1626115 ISIN US69343T1079
Description
PJT Partners Inc., an investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide. It offers advisory services to clients on various transactions, including mergers and acquisitions (M&A), spin-offs, activism defense, contested M&A, joint ventures, minority investments, and divestitures. The company also provides advisory services for private and public company boards and management teams on strategies for building productive investor relationships with a focus on shareholder engagement; complex investor matters; and other critical strategic, governance, and shareholder matters. In addition, it offers advisory services related to debt and equity markets, including debt financings, acquisition financings, structured product offerings, public equity raises initial public offerings, private capital raises, general partner advisory, and other capital structure related matters. Further, the company provides geopolitical and policy advisory practice that assists corporate boards and management teams with navigating changing geopolitical relationships. Additionally, it offers advisory services in the areas of liability management, and restructurings and special situations comprising bespoke financing, tort liability resolutions, distressed M&A, and chapter 11 matters, as well as to corporate clients, financial sponsors, and creditors. The company also provides private fund advisory and fundraising services for a range of investment strategies; and advisory services to general and limited partners on liquidity and other structured solutions. The company was formerly known as Blackstone Advisory Inc. and changed its name to PJT Partners Inc. in March 2015. PJT Partners Inc. was incorporated in 2014 and is headquartered in New York, New York.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD164.90
+7.77 (+4.95%)
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Volume Profile
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Liquidity & share structure
Average Volume
403.5K
Beta
0.84
Float Shares
23.87M
Free Float %
92.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.78% | -0.89% | +0.10% | +3.53% | -8.99% | -8.55% | +1.79% | +126.85% | +107.41% | +488.98% | +424.35% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Hold
Price Targets & DCF
Current price
164.90
Low
150.00
-9.0%
Consensus
158.67
-3.8%
Median
152.00
-7.8%
High
174.00
+5.5%
DCF (Unlevered)
173.37
+5.1%
DCF (Levered)
518.21
+214.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
43% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 3 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
152.00
-7.8%
|
| Last Year | 5 |
167.20
+1.4%
|
| All Time | 8 |
135.13
-18.1%
|
Quality scores
Altman Z-Score
6.54
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
★ Strong MOAT
-
Revenue growth Investment - Banking & Investment Services: +23.9%+14.8% Q1'26: +28.9% (vs Q1'25)
-
EPS growth Investment - Banking & Investment Services: +31.6%+35.8% ★ Q1'26: +11.1% (vs Q1'25)
-
FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%+16.8% Q1'26: +13.4% (vs Q1'25)
-
EBIT margin Investment - Banking & Investment Services: +33.7%+21.2% Q1'26: +19.2% (vs Q1'25)
-
ROIC Investment - Banking & Investment Services: +2.7%+39.2% ★ Q1'26: +30.8% (vs Q1'25)
-
Share dilution Investment - Banking & Investment Services: +0.1%-35.1% ★ Q1'26: -2.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×1.05× Q1'26: 1.25× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 3 EPS Ana. |
Dec 2027 4 Rev. Ana. 3 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
405.94M
est: 406.32M (-0.1%)
|
499.43M
est: 461.00M (+8.3%)
|
499.28M
est: 486.04M (+2.7%)
|
580.25M
est: 605.00M (-4.1%)
|
717.64M
est: 699.63M (+2.6%)
|
1.05B
est: 994.26M (+5.8%)
|
991.95M
est: 1.02B (-2.5%)
|
1.03B
est: 1.04B (-1.7%)
|
1.15B
est: 1.30B (-11.2%)
|
1.49B
est: 1.39B (+7.3%)
|
1.71B
est: 1.71B (+0.0%)
|
1.88B
1.84B – 1.93B
+9.8% YoY
|
2.07B
2.03B – 2.12B
+9.9% YoY
|
2.18B
2.18B – 2.19B
+5.7% YoY
|
2.35B
2.31B – 2.41B
+7.7% YoY
|
| EBITDA |
16.54M
est: 103.48M (-84.0%)
|
53.34M
est: 117.40M (-54.6%)
|
37.22M
est: 7.15M (+420.4%)
|
72.12M
est: 36.03M (+100.1%)
|
141.38M
est: 67.04M (+110.9%)
|
310.90M
est: 115.94M (+168.1%)
|
280.31M
est: 171.62M (+63.3%)
|
267.35M
est: 180.33M (+48.2%)
|
234.46M
est: 309.11M (-24.1%)
|
318.52M
est: 331.27M (-3.9%)
|
394.11M
est: 407.68M (-3.3%)
|
447.45M
438.92M – 458.70M
+9.8% YoY
|
491.71M
482.34M – 504.08M
+9.9% YoY
|
519.53M
518.56M – 520.51M
+5.7% YoY
|
559.63M
548.97M – 573.71M
+7.7% YoY
|
| EBIT |
1.67M
est: 90.79M (-98.2%)
|
39.31M
est: 103.01M (-61.8%)
|
29.07M
est: 18.12M (+60.5%)
|
62.15M
est: 61.64M (+0.8%)
|
108.57M
est: 90.01M (+20.6%)
|
274.54M
est: 169.48M (+62.0%)
|
245.39M
est: 249.37M (-1.6%)
|
231.14M
est: 261.98M (-11.8%)
|
197.80M
est: 272.81M (-27.5%)
|
289.85M
est: 292.37M (-0.9%)
|
362.86M
est: 359.81M (+0.8%)
|
394.90M
387.37M – 404.83M
+9.8% YoY
|
433.96M
425.69M – 444.88M
+9.9% YoY
|
458.52M
457.66M – 459.38M
+5.7% YoY
|
493.91M
484.50M – 506.34M
+7.7% YoY
|
| Net Income |
7.58M
est: 7.94M (-4.6%)
|
-3.03M
est: 57.78M (-105.3%)
|
-32.55M
est: -24.38M (-33.6%)
|
27.17M
est: 26.62M (+2.1%)
|
29.56M
est: 24.58M (+20.3%)
|
117.55M
est: 70.92M (+65.7%)
|
106.17M
est: 105.64M (+0.5%)
|
90.53M
est: 106.01M (-14.6%)
|
81.80M
est: 116.29M (-29.7%)
|
134.39M
est: 121.49M (+10.6%)
|
180.12M
est: 194.26M (-7.3%)
|
216.13M
209.94M – 222.31M
+11.3% YoY
|
245.69M
238.66M – 252.73M
+13.7% YoY
|
279.10M
272.18M – 288.22M
+13.6% YoY
|
322.77M
314.77M – 333.33M
+15.6% YoY
|
| SGA |
60.12M
est: 30.93M (+94.4%)
|
53.62M
est: 35.09M (+52.8%)
|
56.94M
est: 80.96M (-29.7%)
|
60.30M
est: 94.13M (-35.9%)
|
66.71M
est: 92.46M (-27.9%)
|
71.97M
est: 49.23M (+46.2%)
|
79.96M
est: 88.50M (-9.7%)
|
79.35M
est: 98.33M (-19.3%)
|
104.76M
est: 106.01M (-1.2%)
|
121.45M
est: 113.61M (+6.9%)
|
133.52M
est: 139.82M (-4.5%)
|
153.45M
150.53M – 157.31M
+9.8% YoY
|
168.63M
165.42M – 172.87M
+9.9% YoY
|
178.17M
177.84M – 178.51M
+5.7% YoY
|
191.93M
188.27M – 196.76M
+7.7% YoY
|
| EPS |
0.41
est: 0.18 (+127.8%)
|
-0.17
est: 1.31 (-113.0%)
|
-1.73
est: 1.41 (-222.7%)
|
1.29
est: 2.10 (-38.6%)
|
1.27
est: 2.32 (-45.2%)
|
7.75
est: 4.22 (+83.8%)
|
6.77
est: 4.64 (+45.9%)
|
3.61
est: 4.07 (-11.3%)
|
5.18
est: 4.06 (+27.4%)
|
5.28
est: 4.23 (+24.8%)
|
7.00
est: 6.76 (+3.5%)
|
7.52
7.34 – 7.77
+11.3% YoY
|
8.55
8.34 – 8.83
+13.7% YoY
|
9.76
9.51 – 10.07
+14.0% YoY
|
11.28
11.00 – 11.65
+15.6% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | UBS | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
697.80M
OE per share TTM
17.87
Owner's Yield
17.40%
Maintenance CapEx ratio
26.85%
Maint CapEx / Avg PPE
26.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
409
Total invested
2.90B
Insider transactions (90d)
3
Beneficial owners (>5%)
21
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Abigail P. Johnson | 2.13M | 10.37% | — | — | 2.13M | — | IN | Delaware | 2018-09-10 | ↗ |
| 2 | FMR LLC | 2.13M | 10.37% | 10.2K | — | 2.13M | — | HC | Delaware | 2018-09-10 | ↗ |
| 3 | (1) BlackRock, Inc. | 1.68M | 6.90% | 1.66M | — | 1.68M | — | HC | Delaware | 2022-02-03 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 1.56M | 6.56% | — | — | — | 68.9K | IA | Pennsylvania For | 2021-02-10 | ↗ |
| 5 | CC CVP Partners Holdings, L.L.C. | 1.31M | 6.00% | — | 1.31M | — | 1.31M | OO | Delaware | 2018-10-11 | ↗ |
| 6 | Corsair Capital LLC | 1.31M | 6.00% | — | 1.31M | — | 1.31M | IA | Delaware | 2018-10-11 | ↗ |
| 7 | Corsair IV Management, LP | 1.31M | 6.00% | — | 1.31M | — | 1.31M | PN | Delaware | 2018-10-11 | ↗ |
| 8 | Grantham, Mayo, Van Otterloo & Co. LLC 04-2691242 | 1.03M | 5.74% | 1.03M | — | 1.03M | — | IA | Boston, Massachusetts USA | 2016-02-12 | ↗ |
| 9 | 1,022,924 | 1.02M | 5.70% | 1.02M | — | 1.02M | — | PN | Cayman Islands | 2015-11-23 | ↗ |
| 10 | 5.7% | 1.02M | 5.70% | 1.02M | — | 1.02M | — | IN | Cayman Islands | 2015-11-23 | ↗ |
| 11 | GUY SHANON | 1.00M | 5.60% | — | 1.00M | — | — | IN | USA | 2016-07-08 | ↗ |
| 12 | KINGSTOWN CAPITAL MANAGEMENT L.P. | 1.00M | 5.60% | — | 1.00M | — | — | PN | DELAWARE | 2016-07-08 | ↗ |
| 13 | KINGSTOWN MANAGEMENT GP LLC | 1.00M | 5.60% | — | 1.00M | — | — | OO | DELAWARE | 2016-07-08 | ↗ |
| 14 | MICHAEL BLITZER | 1.00M | 5.60% | — | 1.00M | — | — | IN | USA | 2016-07-08 | ↗ |
| 15 | 59-2385219 | 985.9K | 4.14% | — | — | — | — | IA | PERSON WITH: | 2021-02-12 | ↗ |
| 16 | KINGSTOWN PARTNERS MASTER LTD. | 616.5K | 3.40% | — | 616.5K | — | — | CO | CAYMAN ISLANDS | 2016-07-08 | ↗ |
| 17 | Grantham, Mayo, Van Otterloo & Co. LLC 04-2691242 | 440.6K | 2.45% | 440.6K | — | 440.6K | — | IA | Boston Massachusetts USA | 2017-02-13 | ↗ |
| 18 | KINGSTOWN CAPITAL PARTNERS, LLC | 383.5K | 2.10% | — | 383.5K | — | — | OO | DELAWARE | 2016-07-08 | ↗ |
| 19 | KTOWN, LP | 184.0K | 1.00% | — | 184.0K | — | — | PN | DELAWARE | 2016-07-08 | ↗ |
| 20 | KINGSTOWN PARTNERS II, L.P. | 163.2K | 1.00% | — | 163.2K | — | — | PN | DELAWARE | 2016-07-08 | ↗ |
| 21 | KINGFISHERS, LP | 36.3K | 1.00% | — | 36.3K | — | — | PN | DELAWARE | 2016-07-08 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
409
-4 vs prev Q
New positions
59
Closed positions
67
Increased
193
Reduced
120
Put/Call ratio
3.06
Calls held
18.8K
Puts held
57.6K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 141.9K +141.9K (+100.0%) | 23.73B +23.7B (+100.0%) | 0.55% +0.551 pp | 0.04% +0.036 pp | USD167.20 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 3.72M +44.5K (+1.2%) | 621.83M -31.3M (-4.8%) | 14.43% +0.203 pp | 0.01% -0.001 pp | USD134.74 +24.1% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 2.49M -22.9K (-0.9%) | 416.34M -30.3M (-6.8%) | 9.66% -0.068 pp | 0.01% -0.001 pp | USD67.13 +149.1% | 41 qtrs — |
| 4 | STATE STREET CORP | 929.3K -18.0K (-1.9%) | 155.37M -13.0M (-7.7%) | 3.60% -0.062 pp | 0.01% -0.001 pp | USD72.91 +129.3% | 41 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 682.9K +16.4K (+2.5%) | 114.19M -4.3M (-3.6%) | 2.65% +0.069 pp | 0.01% -0.001 pp | USD71.57 +133.6% | 41 qtrs — |
| 6 | MORGAN STANLEY | 659.7K +45.8K (+7.5%) | 110.31M +1.2M (+1.1%) | 2.56% +0.183 pp | 0.01% +0.000 pp | USD108.35 +54.3% | 41 qtrs — |
| 7 | WASATCH ADVISORS LP | 587.1K +201.1K (+52.1%) | 98.16M +29.6M (+43.1%) | 2.28% +0.788 pp | 0.58% +0.214 pp | USD174.12 -4.0% | 2 qtrs — |
| 8 | CONGRESS ASSET MANAGEMENT CO /MA | 583.9K +52.5K (+9.9%) | 97.63M +3.2M (+3.4%) | 2.26% +0.208 pp | 0.69% +0.059 pp | USD134.04 +24.7% | 7 qtrs — |
| 9 | FMR LLC | 579.9K -9.0K (-1.5%) | 96.96M -7.7M (-7.4%) | 2.25% -0.025 pp | 0.00% -0.001 pp | USD100.30 +66.7% | 41 qtrs — |
| 10 | ALLIANCEBERNSTEIN L.P. | 577.5K +71.8K (+14.2%) | 96.56M +6.7M (+7.4%) | 2.24% +0.283 pp | 0.03% +0.002 pp | USD96.00 +74.2% | 39 qtrs — |
| 11 | INVESCO LTD. | 535.9K +16.4K (+3.2%) | 89.60M -2.7M (-2.9%) | 2.08% +0.068 pp | 0.01% -0.001 pp | USD145.81 +14.7% | 24 qtrs — |
| 12 | RAYMOND JAMES FINANCIAL INC | 437.3K -26.8K (-5.8%) | 73.99M -8.5M (-10.3%) | 1.70% -0.096 pp | 0.02% -0.004 pp | USD158.26 +5.6% | 5 qtrs — |
| 13 | CLEARBRIDGE INVESTMENTS, LLC | 380.5K -30.1K (-7.3%) | 63.62M -9.4M (-12.8%) | 1.48% -0.113 pp | 0.05% -0.004 pp | USD49.29 +239.2% | 34 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 360.0K +1.2K (+0.3%) | 60.20M -3.6M (-5.6%) | 1.40% +0.011 pp | 0.01% -0.001 pp | USD54.88 +204.7% | 35 qtrs — |
| 15 | BANK OF AMERICA CORP /DE/ | 344.8K +8.4K (+2.5%) | 57.65M -2.1M (-3.6%) | 1.34% +0.035 pp | 0.00% +0.000 pp | USD101.30 +65.1% | 41 qtrs — |
| 16 | LOOMIS SAYLES & CO L P | 320.2K -15.0K (-4.5%) | 53.54M -6.0M (-10.1%) | 1.24% -0.055 pp | 0.06% -0.006 pp | USD59.10 +182.9% | 23 qtrs — |
| 17 | GOLDMAN SACHS GROUP INC | 291.8K -77.8K (-21.1%) | 48.79M -16.9M (-25.7%) | 1.13% -0.299 pp | 0.01% -0.002 pp | USD121.95 +37.1% | 41 qtrs — |
| 18 | NORTHERN TRUST CORP | 273.2K -12.1K (-4.3%) | 45.68M -5.0M (-9.9%) | 1.06% -0.042 pp | 0.01% -0.001 pp | USD54.27 +208.1% | 41 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 252.8K -436.0 (-0.2%) | 42.26M -2.7M (-6.1%) | 0.98% +0.003 pp | 0.01% -0.001 pp | USD60.63 +175.8% | 41 qtrs — |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 225.3K -90.1K (-28.6%) | 37.67M -18.4M (-32.8%) | 0.88% -0.345 pp | 0.01% -0.003 pp | USD91.66 +82.4% | 14 qtrs — |
| 21 | CAPITAL RESEARCH GLOBAL INVESTORS | 220.1K +— (+0.0%) | 36.80M -2.3M (-5.9%) | 0.85% +0.002 pp | 0.01% -0.001 pp | USD150.13 +11.4% | 4 qtrs — |
| 22 | CHAMPLAIN INVESTMENT PARTNERS, LLC | 213.2K -201.0K (-48.5%) | 35.64M -38.0M (-51.6%) | 0.83% -0.774 pp | 0.36% -0.194 pp | USD100.18 +66.9% | 8 qtrs — |
| 23 | SCHRODER INVESTMENT MANAGEMENT GROUP | 207.6K -8.9K (-4.1%) | 35.22M -3.8M (-9.8%) | 0.81% -0.031 pp | 0.03% -0.004 pp | USD102.00 +63.9% | 22 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 205.6K -10.1K (-4.7%) | 34.38M -4.0M (-10.3%) | 0.80% -0.037 pp | 0.01% -0.001 pp | USD48.98 +241.4% | 41 qtrs — |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 195.6K -12.7K (-6.1%) | 32.70M -4.3M (-11.6%) | 0.76% -0.046 pp | 0.01% -0.001 pp | USD155.45 +7.6% | 5 qtrs — |
| 26 | WOODLINE PARTNERS LP | 187.2K +187.2K (+100.0%) | 31.31M +31.3M (+100.0%) | 0.73% +0.726 pp | 0.12% +0.121 pp | USD167.20 +0.0% | 1 qtrs NEW |
| 27 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 187.1K +49.9K (+36.3%) | 31.28M +6.9M (+28.3%) | 0.73% +0.196 pp | 0.04% -0.027 pp | USD129.42 +29.2% | 9 qtrs — |
| 28 | PRINCIPAL FINANCIAL GROUP INC | 164.0K +15.4K (+10.3%) | 27.43M +1.0M (+3.8%) | 0.64% +0.062 pp | 0.01% +0.001 pp | USD112.89 +48.1% | 37 qtrs — |
| 29 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 154.6K -10.1K (-6.2%) | 25.85M -3.4M (-11.7%) | 0.60% -0.038 pp | 0.05% -0.011 pp | USD87.66 +90.7% | 26 qtrs — |
| 30 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 150.3K -166.0K (-52.5%) | 25.14M -31.1M (-55.3%) | 0.58% -0.641 pp | 0.02% -0.019 pp | USD165.01 +1.3% | 3 qtrs — |
| 31 | TUDOR INVESTMENT CORP ET AL | 150.0K +57.2K (+61.7%) | 25.07M +8.6M (+52.1%) | 0.58% +0.224 pp | 0.05% +0.018 pp | USD158.51 +5.5% | 5 qtrs — |
| 32 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 142.5K +10.6K (+8.0%) | 23.83M +378.1K (+1.6%) | 0.55% +0.043 pp | 0.36% +0.024 pp | USD97.26 +71.9% | 23 qtrs — |
| 33 | D. E. SHAW & CO., INC. | 137.8K +89.7K (+186.4%) | 23.05M +14.5M (+169.4%) | 0.54% +0.350 pp | 0.01% +0.008 pp | USD167.54 -0.2% | 6 qtrs — |
| 34 | TOROSO INVESTMENTS, LLC | 135.2K +4.0 (+0.0%) | 22.61M -1.4M (-5.9%) | 0.52% +0.001 pp | 0.05% +0.006 pp | USD158.51 +5.5% | 5 qtrs — |
| 35 | JANUS HENDERSON GROUP PLC | 121.9K +63.5K (+108.7%) | 20.38M +10.0M (+96.2%) | 0.47% +0.248 pp | 0.01% +0.004 pp | USD163.81 +2.1% | 18 qtrs — |
| 36 | BESSEMER GROUP INC | 115.0K +107.6K (+1,446.5%) | 19.23M +17.9M (+1,354.5%) | 0.45% +0.417 pp | 0.03% +0.028 pp | USD163.05 +2.5% | 8 qtrs — |
| 37 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 114.7K +19.9K (+21.0%) | 19.18M +2.3M (+13.9%) | 0.45% +0.079 pp | 0.06% +0.003 pp | USD135.27 +23.6% | 9 qtrs — |
| 38 | WELLS FARGO & COMPANY/MN | 108.8K +8.4K (+8.4%) | 18.19M +345.8K (+1.9%) | 0.42% +0.033 pp | 0.00% 0.000 pp | USD82.98 +101.5% | 42 qtrs — |
| 39 | PROSPECT CAPITAL ADVISORS, LLC | 96.0K +— (+0.0%) | 16.06M -1.0M (-5.9%) | 0.37% +0.001 pp | 8.28% -0.563 pp | USD51.64 +223.8% | 35 qtrs — |
| 40 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 80.5K +2.2K (+2.8%) | 13.47M -453.9K (-3.3%) | 0.31% +0.009 pp | 0.14% -0.005 pp | USD112.58 +48.5% | 12 qtrs — |
| 41 | BNP PARIBAS ARBITRAGE, SNC | 80.1K +7.4K (+10.1%) | 13.40M +464.5K (+3.6%) | 0.31% +0.029 pp | 0.01% -0.001 pp | USD148.67 +12.5% | 41 qtrs — |
| 42 | ADVISOR GROUP HOLDINGS, INC. | 78.5K +867.0 (+1.1%) | 13.12M -673.0K (-4.9%) | 0.30% +0.004 pp | 0.02% 0.000 pp | USD176.65 -5.3% | 24 qtrs — |
| 43 | FLPUTNAM INVESTMENT MANAGEMENT CO | 68.5K +330.0 (+0.5%) | 11.45M -662.4K (-5.5%) | 0.27% +0.002 pp | 0.17% -0.015 pp | USD176.38 -5.2% | 3 qtrs — |
| 44 | ABRDN PLC | 65.7K -25.5K (-27.9%) | 10.99M -5.5M (-33.2%) | 0.26% -0.097 pp | 0.02% -0.009 pp | USD80.07 +108.8% | 22 qtrs — |
| 45 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 64.7K +53.2K (+462.4%) | 10.81M +8.8M (+429.1%) | 0.25% +0.207 pp | 0.02% +0.014 pp | USD154.37 +8.3% | 13 qtrs — |
| 46 | BARCLAYS PLC | 63.6K +11.6K (+22.2%) | 10.64M +3.7M (+53.3%) | 0.25% +0.045 pp | 0.00% +0.001 pp | USD131.94 +26.7% | 41 qtrs — |
| 47 | GW&K INVESTMENT MANAGEMENT, LLC | 63.4K +19.6K (+44.9%) | 10.59M +2.8M (+36.3%) | 0.25% +0.077 pp | 0.09% +0.023 pp | USD104.22 +60.4% | 18 qtrs — |
| 48 | LEGAL & GENERAL GROUP PLC | 62.3K -3.4K (-5.1%) | 10.42M -1.3M (-10.8%) | 0.24% -0.013 pp | 0.00% 0.000 pp | USD94.11 +77.7% | 39 qtrs — |
| 49 | AMERIPRISE FINANCIAL INC | 62.3K -4.7K (-7.0%) | 10.41M -1.5M (-12.5%) | 0.24% -0.017 pp | 0.00% 0.000 pp | USD104.29 +60.3% | 24 qtrs — |
| 50 | RHUMBLINE ADVISERS | 61.4K -5.2K (-7.7%) | 10.27M -1.6M (-13.2%) | 0.24% -0.020 pp | 0.01% -0.001 pp | USD77.23 +116.5% | 39 qtrs — |
| 51 | NATIXIS | 61.0K +61.0K (+100.0%) | 10.20M +10.2M (+100.0%) | 0.24% +0.237 pp | 0.04% +0.036 pp | USD167.20 +0.0% | 1 qtrs NEW |
| 52 | ENVESTNET ASSET MANAGEMENT INC | 59.4K -17.6K (-22.8%) | 9.94M -3.8M (-27.4%) | 0.23% -0.068 pp | 0.00% -0.001 pp | USD79.23 +111.0% | 29 qtrs — |
| 53 | UBS ASSET MANAGEMENT AMERICAS INC | 58.6K +760.0 (+1.3%) | 9.79M -481.6K (-4.7%) | 0.23% +0.004 pp | 0.00% 0.000 pp | USD116.22 +43.9% | 35 qtrs — |
| 54 | CITADEL ADVISORS LLC | 57.3K -21.8K (-27.6%) | 9.59M -4.5M (-31.9%) | 0.22% -0.084 pp | 0.00% -0.001 pp | USD171.95 -2.8% | 33 qtrs — |
| 55 | ADVISORS CAPITAL MANAGEMENT, LLC | 56.9K -4.0K (-6.6%) | 9.51M -1.3M (-12.2%) | 0.22% -0.015 pp | 0.11% -0.022 pp | USD74.26 +125.2% | 29 qtrs — |
| 56 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 53.9K +11.8K (+28.2%) | 9.01M +1.5M (+20.6%) | 0.21% +0.046 pp | 0.03% +0.004 pp | USD149.81 +11.6% | 12 qtrs — |
| 57 | THORNBURG INVESTMENT MANAGEMENT INC | 53.6K +12.6K (+30.6%) | 8.96M +1.7M (+22.9%) | 0.21% +0.050 pp | 0.11% +0.018 pp | USD103.61 +61.4% | 11 qtrs — |
| 58 | TWO SIGMA INVESTMENTS, LP | 53.2K -31.7K (-37.4%) | 8.89M -6.2M (-41.1%) | 0.21% -0.122 pp | 0.01% -0.010 pp | USD162.96 +2.6% | 28 qtrs — |
| 59 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 52.4K +6.8K (+15.0%) | 8.75M +662.2K (+8.2%) | 0.20% +0.027 pp | 0.03% +0.004 pp | USD158.74 +5.3% | 4 qtrs — |
| 60 | NUVEEN, LLC | 50.8K -23.2K (-31.3%) | 8.49M -4.7M (-35.4%) | 0.20% -0.089 pp | 0.00% -0.001 pp | USD137.88 +21.3% | 4 qtrs — |
| 61 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 49.7K +9.2K (+22.7%) | 8.32M +1.1M (+15.5%) | 0.19% +0.037 pp | 1.12% +0.153 pp | USD94.12 +77.6% | 24 qtrs — |
| 62 | FIRST TRUST ADVISORS LP | 46.4K +3.4K (+7.9%) | 7.75M +112.5K (+1.5%) | 0.18% +0.014 pp | 0.01% 0.000 pp | USD96.11 +74.0% | 29 qtrs — |
| 63 | SWISS NATIONAL BANK | 45.6K +600.0 (+1.3%) | 7.63M -373.9K (-4.7%) | 0.18% +0.003 pp | 0.00% 0.000 pp | USD54.26 +208.1% | 37 qtrs — |
| 64 | HARBOR ADVISORS LLC | 41.5K +— (+0.0%) | 6.94M -437.2K (-5.9%) | 0.16% +0.001 pp | 1.04% -0.096 pp | USD33.48 +399.4% | 37 qtrs — |
| 65 | UBS GROUP AG | 41.2K -83.9K (-67.1%) | 6.88M -15.3M (-69.0%) | 0.16% -0.324 pp | 0.00% -0.002 pp | USD154.49 +8.2% | 41 qtrs — |
| 66 | JANE STREET GROUP, LLC | 40.8K -10.3K (-20.2%) | 6.82M -2.3M (-24.9%) | 0.16% -0.040 pp | 0.00% 0.000 pp | USD177.73 -5.9% | 17 qtrs — |
| 67 | PEAK6 LLC | 39.1K +39.1K (+100.0%) | 6.54M +6.5M (+100.0%) | 0.15% +0.152 pp | 0.01% +0.012 pp | USD167.20 +0.0% | 1 qtrs NEW |
| 68 | IEQ CAPITAL, LLC | 39.0K +— (+0.0%) | 6.53M -411.2K (-5.9%) | 0.15% +0.001 pp | 0.02% -0.002 pp | USD104.26 +60.4% | 25 qtrs — |
| 69 | ASSET MANAGEMENT GROUP, INC. | 36.4K +1.0 (+0.0%) | 6.08M -382.8K (-5.9%) | 0.14% +0.000 pp | 0.98% -0.074 pp | USD33.56 +398.2% | 41 qtrs — |
| 70 | KORNITZER CAPITAL MANAGEMENT INC /KS | 35.1K +7.8K (+28.8%) | 5.86M +1.0M (+21.1%) | 0.14% +0.031 pp | 0.12% +0.025 pp | USD175.38 -4.7% | 2 qtrs — |
| 71 | QUBE RESEARCH & TECHNOLOGIES LTD | 33.6K -41.7K (-55.4%) | 5.62M -7.8M (-58.0%) | 0.13% -0.161 pp | 0.01% -0.008 pp | USD162.78 +2.7% | 20 qtrs — |
| 72 | HSBC HOLDINGS PLC | 31.9K +3.0K (+10.3%) | 5.37M +235.5K (+4.6%) | 0.12% +0.012 pp | 0.00% 0.000 pp | USD137.05 +22.0% | 11 qtrs — |
| 73 | VOLEON CAPITAL MANAGEMENT LP | 31.4K +25.7K (+448.6%) | 5.25M +4.2M (+416.1%) | 0.12% +0.100 pp | 0.11% +0.088 pp | USD169.12 -1.1% | 2 qtrs — |
| 74 | F/M INVESTMENTS LLC | 30.9K -1.2K (-3.6%) | 5.17M -529.7K (-9.3%) | 0.12% -0.004 pp | 0.20% -0.023 pp | USD158.23 +5.7% | 5 qtrs — |
| 75 | VICTORY CAPITAL MANAGEMENT INC | 28.0K +637.0 (+2.3%) | 4.67M -181.2K (-3.7%) | 0.11% +0.003 pp | 0.00% 0.000 pp | USD108.08 +54.7% | 21 qtrs — |
| 76 | QUARTZ PARTNERS, LLC | 27.3K +2.5K (+10.0%) | 4.56M +153.6K (+3.5%) | 0.11% +0.010 pp | 1.70% +0.101 pp | USD174.31 -4.1% | 3 qtrs — |
| 77 | JPMORGAN CHASE & CO | 26.8K -83.6K (-75.7%) | 4.49M -15.1M (-77.1%) | 0.10% -0.323 pp | 0.00% -0.001 pp | USD139.82 +19.6% | 41 qtrs — |
| 78 | PROSPECTOR PARTNERS LLC | 26.8K -27.2K (-50.3%) | 4.48M -5.1M (-53.3%) | 0.10% -0.105 pp | 9.60% +8.449 pp | USD34.27 +387.9% | 42 qtrs — |
| 79 | MAN GROUP PLC | 26.5K -3.7K (-12.2%) | 4.43M -931.5K (-17.4%) | 0.10% -0.014 pp | 0.01% -0.002 pp | USD86.76 +92.7% | 21 qtrs — |
| 80 | MILLENNIUM MANAGEMENT LLC | 26.0K -11.3K (-30.2%) | 4.35M -2.3M (-34.3%) | 0.10% -0.043 pp | 0.00% -0.001 pp | USD177.73 -5.9% | 11 qtrs — |
| 81 | CITIGROUP INC | 25.8K +13.3K (+105.5%) | 4.32M +2.1M (+93.3%) | 0.10% +0.052 pp | 0.00% +0.001 pp | USD143.37 +16.6% | 41 qtrs — |
| 82 | TREXQUANT INVESTMENT LP | 24.0K +24.0K (+100.0%) | 4.01M +4.0M (+100.0%) | 0.09% +0.093 pp | 0.04% +0.036 pp | USD167.20 +0.0% | 1 qtrs NEW |
| 83 | TWO SIGMA ADVISERS, LP | 23.7K -3.2K (-11.9%) | 3.96M -818.3K (-17.1%) | 0.09% -0.012 pp | 0.01% -0.002 pp | USD126.65 +32.0% | 36 qtrs — |
| 84 | PRUDENTIAL FINANCIAL INC | 22.7K -1.4K (-6.0%) | 3.85M -438.9K (-10.2%) | 0.09% -0.005 pp | 0.00% 0.000 pp | USD114.06 +46.6% | 21 qtrs — |
| 85 | PRICE T ROWE ASSOCIATES INC /MD/ | 22.1K +831.0 (+3.9%) | 3.69M -85.0K (-2.3%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD105.98 +57.8% | 21 qtrs — |
| 86 | BRINKER CAPITAL INVESTMENTS, LLC | 22.0K -3.4K (-13.3%) | 3.68M -830.1K (-18.4%) | 0.09% -0.013 pp | 0.03% -0.008 pp | USD77.62 +115.4% | 22 qtrs — |
| 87 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 21.9K +908.0 (+4.3%) | 3.66M -69.2K (-1.9%) | 0.09% +0.004 pp | 0.00% 0.000 pp | USD36.50 +358.1% | 39 qtrs — |
| 88 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 21.2K -2.2K (-9.2%) | 3.55M -669.0K (-15.9%) | 0.08% -0.008 pp | 0.01% +0.000 pp | USD104.19 +60.5% | 37 qtrs — |
| 89 | CRESSET ASSET MANAGEMENT, LLC | 21.1K +39.0 (+0.2%) | 3.52M -214.8K (-5.8%) | 0.08% +0.001 pp | 0.01% -0.001 pp | USD138.81 +20.5% | 7 qtrs — |
| 90 | ARKADIOS WEALTH ADVISORS | 21.1K +1.5K (+7.4%) | 3.52M +37.2K (+1.1%) | 0.08% +0.006 pp | 0.07% -0.015 pp | USD174.46 -4.2% | 3 qtrs — |
| 91 | CREATIVE PLANNING | 21.0K +4.4K (+26.9%) | 3.51M +569.5K (+19.4%) | 0.08% +0.018 pp | 0.00% +0.000 pp | USD156.18 +7.1% | 7 qtrs — |
| 92 | DEUTSCHE BANK AG\ | 20.3K +503.0 (+2.5%) | 3.40M -124.6K (-3.5%) | 0.08% +0.002 pp | 0.00% 0.000 pp | USD115.55 +44.7% | 41 qtrs — |
| 93 | CAMPBELL & CO INVESTMENT ADVISER LLC | 20.0K +16.8K (+531.3%) | 3.34M +2.8M (+493.9%) | 0.08% +0.066 pp | 0.16% +0.118 pp | USD168.87 -1.0% | 4 qtrs — |
| 94 | ENGINEERS GATE MANAGER LP | 19.8K +17.0K (+614.6%) | 3.31M +2.8M (+572.3%) | 0.08% +0.066 pp | 0.04% +0.034 pp | USD168.67 -0.9% | 5 qtrs — |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19.6K +11.7K (+148.1%) | 3.28M +1.9M (+133.4%) | 0.08% +0.045 pp | 0.00% +0.000 pp | USD171.44 -2.5% | 2 qtrs — |
| 96 | MAI CAPITAL MANAGEMENT | 18.1K -7.9K (-30.3%) | 3.02M -1.6M (-34.4%) | 0.07% -0.030 pp | 0.02% -0.011 pp | USD73.90 +126.3% | 11 qtrs — |
| 97 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 17.0K +3.8K (+28.5%) | 2.84M +492.0K (+20.9%) | 0.07% +0.015 pp | 0.03% +0.006 pp | USD122.14 +36.9% | 9 qtrs — |
| 98 | THRIVENT FINANCIAL FOR LUTHERANS | 16.7K -832.0 (-4.7%) | 2.79M -323.0K (-10.4%) | 0.06% -0.003 pp | 0.01% -0.001 pp | USD104.42 +60.1% | 9 qtrs — |
| 99 | MARTINGALE ASSET MANAGEMENT L P | 16.6K -187.0 (-1.1%) | 2.78M -208.3K (-7.0%) | 0.06% 0.000 pp | 0.07% -0.005 pp | USD68.07 +145.6% | 37 qtrs — |
| 100 | INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC | 16.3K -734.0 (-4.3%) | 2.72M -301.9K (-10.0%) | 0.06% -0.003 pp | 0.50% -0.037 pp | USD158.15 +5.7% | 5 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 150 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Rockefeller U.S. Small-Mid Cap ETF RSMC | 2.31% | 16.68M | 0.75% |
| 2 | abrdn Focused U.S. Small Cap Active ETF AFSC | 2.30% | 231.0K | 1.09% |
| 3 | Congress SMID Growth ETF CSMD | 2.12% | 10.04M | 0.68% |
| 4 | Invesco S&P SmallCap Quality ETF XSHQ | 1.68% | 4.21M | 0.29% |
| 5 | State Street SPDR S&P Capital Markets ETF KCE | 1.53% | 6.86M | 0.35% |
| 6 | Applied Finance IVS US SMID ETF IVSS | 1.48% | 188.0K | 0.59% |
| 7 | First Trust SMID Growth Strength ETF FSGS | 0.95% | 290.4K | 0.61% |
| 8 | Invesco S&P SmallCap Financials ETF PSCF | 0.88% | 237.2K | 0.29% |
| 9 | First Trust Merger Arbitrage ETF NTRL | 0.51% | 90.5K | 0.95% |
| 10 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.50% | 1.41M | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
4
Shares acquired
—
Shares disposed
47.0K
Cash buys
—
Cash sales
3.00
Net activity
-47,000
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | Travin David Adam | Officer | S-Sale | D | Class A Common Stock | 2,748 | 152.38 | 418.7K | 2,304 | D | ↗ |
| 2026-05-01 | Meates Helen T | Officer | S-Sale | D | Class A Common Stock | 8,000 | 153.20 | 1.23M | 58,466 | D | ↗ |
| 2026-04-30 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 36,000 | 0.00 | — | 5,388,000 | D | ↗ |
| 2026-03-18 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 12 | 0.00 | — | 6,437 | D | ↗ |
| 2026-03-18 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 14 | 0.00 | — | 7,385 | D | ↗ |
| 2026-03-18 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 12 | 0.00 | — | 6,430 | D | ↗ |
| 2026-03-18 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 12 | 0.00 | — | 6,695 | D | ↗ |
| 2026-03-18 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 24 | 0.00 | — | 12,874 | D | ↗ |
| 2026-03-18 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 25 | 0.00 | — | 13,361 | D | ↗ |
| 2026-03-18 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 35 | 0.00 | — | 18,682 | D | ↗ |
| 2026-03-18 | Costos James | Director | A-Award | A | Restricted Stock Units | 19 | 0.00 | — | 10,420 | D | ↗ |
| 2026-03-18 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 35 | 0.00 | — | 28,537 | D | ↗ |
| 2026-03-18 | CURRIE PETER L S | Director | A-Award | A | Restricted Stock Units | 3 | 0.00 | — | 1,742 | D | ↗ |
| 2026-03-02 | Travin David Adam | Officer | M-Exempt | A | Class A Common Stock | 5,052 | 0.00 | — | 5,052 | D | ↗ |
| 2026-03-02 | Meates Helen T | Officer | M-Exempt | D | Restricted Stock Units | 9,627 | 0.00 | — | 13,336 | D | ↗ |
| 2026-03-02 | Lee Ji-Yeun | Officer | M-Exempt | A | Class A Common Stock | 12,944 | 0.00 | — | 88,402 | D | ↗ |
| 2026-03-02 | Cornwell Kievdi Don | Director | M-Exempt | D | Restricted Stock Units | 10,038 | 0.00 | — | 37,329 | D | ↗ |
| 2026-02-09 | Travin David Adam | Officer | A-Award | A | Partnership Units of PJT Partners Holdings LP | 6,823 | 0.00 | — | 20,243 | D | ↗ |
| 2026-02-09 | Meates Helen T | Officer | A-Award | A | Partnership Units of PJT Partners Holdings LP | 10,547 | 0.00 | — | 201,345 | D | ↗ |
| 2026-02-09 | Lee Ji-Yeun | Officer | A-Award | A | Partnership Units of PJT Partners Holdings LP | 14,613 | 0.00 | — | 699,849 | D | ↗ |
| 2026-02-05 | Whitney Kenneth C | Director | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 30,000 | 0.00 | — | 122,150 | D | ↗ |
| 2026-02-05 | Travin David Adam | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 8,264 | 0.00 | — | 13,420 | D | ↗ |
| 2026-02-05 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 36,000 | 0.00 | — | 5,424,000 | D | ↗ |
| 2025-12-17 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 9 | 0.00 | — | 6,425 | D | ↗ |
| 2025-12-17 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 18 | 0.00 | — | 12,423 | D | ↗ |
| 2025-12-17 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 9 | 0.00 | — | 6,418 | D | ↗ |
| 2025-12-17 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 9 | 0.00 | — | 6,683 | D | ↗ |
| 2025-12-17 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 19 | 0.00 | — | 12,850 | D | ↗ |
| 2025-12-17 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 34 | 0.00 | — | 22,963 | D | ↗ |
| 2025-12-17 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 46 | 0.00 | — | 31,591 | D | ↗ |
| 2025-12-17 | Costos James | Director | A-Award | A | Restricted Stock Units | 15 | 0.00 | — | 10,401 | D | ↗ |
| 2025-12-17 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 40 | 0.00 | — | 47,367 | D | ↗ |
| 2025-12-17 | CURRIE PETER L S | Director | A-Award | A | Restricted Stock Units | 2 | 0.00 | — | 1,739 | D | ↗ |
| 2025-11-28 | Cornwell Kievdi Don | Director | G-Gift | D | Class A Common Stock | 1,002 | 0.00 | — | 7,845 | D | ↗ |
| 2025-11-14 | Meates Helen T | Officer | G-Gift | D | Class A Common Stock | 3,000 | 0.00 | — | 56,839 | D | ↗ |
| 2025-11-06 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 90,000 | 0.00 | — | 5,460,000 | D | ↗ |
| 2025-11-06 | Lee Ji-Yeun | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 8,500 | 0.00 | — | 685,236 | D | ↗ |
| 2025-09-17 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 8 | 0.00 | — | 6,416 | D | ↗ |
| 2025-09-17 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 16 | 0.00 | — | 12,405 | D | ↗ |
| 2025-09-17 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 8 | 0.00 | — | 6,409 | D | ↗ |
| 2025-09-17 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 9 | 0.00 | — | 6,674 | D | ↗ |
| 2025-09-17 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 17 | 0.00 | — | 12,831 | D | ↗ |
| 2025-09-17 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 31 | 0.00 | — | 22,929 | D | ↗ |
| 2025-09-17 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 42 | 0.00 | — | 31,545 | D | ↗ |
| 2025-09-17 | Costos James | Director | A-Award | A | Restricted Stock Units | 14 | 0.00 | — | 10,386 | D | ↗ |
| 2025-09-17 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 37 | 0.00 | — | 47,327 | D | ↗ |
| 2025-09-17 | CURRIE PETER L S | Director | A-Award | A | Restricted Stock Units | 2 | 0.00 | — | 1,737 | D | ↗ |
| 2025-08-07 | Skaugen Grace Reksten | Director | S-Sale | D | Class A Common Stock | 1,504 | 176.89 | 266.0K | 500 | D | ↗ |
| 2025-07-31 | Travin David Adam | Officer | S-Sale | D | Class A Common Stock | 2,288 | 178.06 | 407.4K | 0 | D | ↗ |
| 2025-07-31 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 90,000 | 0.00 | — | 5,550,000 | D | ↗ |
| 2025-07-31 | Lee Ji-Yeun | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 15,000 | 0.00 | — | 693,736 | D | ↗ |
| 2025-07-30 | CURRIE PETER L S | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-28 | Skaugen Grace Reksten | Director | M-Exempt | D | Restricted Stock Units | 1,504 | 0.00 | — | 6,401 | D | ↗ |
| 2025-06-18 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 9 | 0.00 | — | 6,408 | D | ↗ |
| 2025-06-18 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 21 | 0.00 | — | 12,389 | D | ↗ |
| 2025-06-18 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 11 | 0.00 | — | 7,905 | D | ↗ |
| 2025-06-18 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 9 | 0.00 | — | 6,665 | D | ↗ |
| 2025-06-18 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 18 | 0.00 | — | 12,814 | D | ↗ |
| 2025-06-18 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 39 | 0.00 | — | 22,898 | D | ↗ |
| 2025-06-18 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 54 | 0.00 | — | 31,503 | D | ↗ |
| 2025-06-18 | Costos James | Director | A-Award | A | Restricted Stock Units | 15 | 0.00 | — | 10,372 | D | ↗ |
| 2025-06-18 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 42 | 0.00 | — | 47,290 | D | ↗ |
| 2025-06-02 | Whitney Kenneth C | Director | M-Exempt | A | Class A Common Stock | 1,723 | 0.00 | — | 10,823 | D | ↗ |
| 2025-06-02 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 833 | 0.00 | — | 7,894 | D | ↗ |
| 2025-06-02 | Rafferty Emily K | Director | M-Exempt | D | Restricted Stock Units | 1,723 | 0.00 | — | 5,823 | D | ↗ |
| 2025-06-02 | RYAN THOMAS M | Director | M-Exempt | D | Restricted Stock Units | 3,450 | 0.00 | — | 11,131 | D | ↗ |
| 2025-06-02 | Costos James | Director | M-Exempt | D | Restricted Stock Units | 1,723 | 0.00 | — | 9,108 | D | ↗ |
| 2025-06-02 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 1,665 | 0.00 | — | 47,248 | D | ↗ |
| 2025-05-30 | Cornwell Kievdi Don | Director | S-Sale | D | Class A Common Stock | 2,052 | 149.53 | 306.8K | 17,198 | D | ↗ |
| 2025-05-29 | Cornwell Kievdi Don | Director | S-Sale | D | Class A Common Stock | 9,597 | 151.08 | 1.45M | 19,250 | D | ↗ |
| 2025-05-02 | Travin David Adam | Officer | S-Sale | D | Class A Common Stock | 5,000 | 141.74 | 708.7K | 2,288 | D | ↗ |
| 2025-05-01 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 90,000 | 0.00 | — | 5,640,000 | D | ↗ |
| 2025-05-01 | Lee Ji-Yeun | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 30,000 | 0.00 | — | 708,736 | D | ↗ |
| 2025-03-19 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 12 | 0.00 | — | 7,289 | D | ↗ |
| 2025-03-19 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 21 | 0.00 | — | 12,368 | D | ↗ |
| 2025-03-19 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 12 | 0.00 | — | 7,061 | D | ↗ |
| 2025-03-19 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 13 | 0.00 | — | 7,546 | D | ↗ |
| 2025-03-19 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 25 | 0.00 | — | 14,581 | D | ↗ |
| 2025-03-19 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 39 | 0.00 | — | 22,859 | D | ↗ |
| 2025-03-19 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 54 | 0.00 | — | 31,449 | D | ↗ |
| 2025-03-19 | Costos James | Director | A-Award | A | Restricted Stock Units | 18 | 0.00 | — | 10,831 | D | ↗ |
| 2025-03-19 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 44 | 0.00 | — | 45,583 | D | ↗ |
| 2025-03-03 | Travin David Adam | Officer | M-Exempt | D | Restricted Stock Units | 7,288 | 0.00 | — | 12,347 | D | ↗ |
| 2025-03-03 | Meates Helen T | Officer | M-Exempt | D | Restricted Stock Units | 12,480 | 0.00 | — | 22,820 | D | ↗ |
| 2025-03-03 | Lee Ji-Yeun | Officer | M-Exempt | D | Restricted Stock Units | 15,275 | 0.00 | — | 31,395 | D | ↗ |
| 2025-03-03 | Cornwell Kievdi Don | Director | M-Exempt | A | Class A Common Stock | 8,772 | 0.00 | — | 28,847 | D | ↗ |
| 2025-02-10 | Travin David Adam | Officer | A-Award | A | LTIP Units of PJT Partners Holdings LP | 6,935 | 0.00 | — | 6,935 | D | ↗ |
| 2025-02-10 | Meates Helen T | Officer | A-Award | A | LTIP Units of PJT Partners Holdings LP | 9,652 | 0.00 | — | 9,652 | D | ↗ |
| 2025-02-10 | Lee Ji-Yeun | Officer | A-Award | A | LTIP Units of PJT Partners Holdings LP | 13,326 | 0.00 | — | 13,326 | D | ↗ |
| 2025-02-06 | Travin David Adam | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 2,500 | 0.00 | — | 14,749 | D | ↗ |
| 2025-02-06 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 90,000 | 0.00 | — | 5,730,000 | D | ↗ |
| 2025-02-06 | Lee Ji-Yeun | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 30,000 | 0.00 | — | 725,410 | D | ↗ |
| 2025-02-06 | Cornwell Kievdi Don | Director | M-Exempt | D | Restricted Stock Units | 338 | 0.00 | — | 64,348 | D | ↗ |
| 2024-12-18 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 11 | 0.00 | — | 7,277 | D | ↗ |
| 2024-12-18 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 32 | 0.00 | — | 19,635 | D | ↗ |
| 2024-12-18 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 11 | 0.00 | — | 7,049 | D | ↗ |
| 2024-12-18 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 12 | 0.00 | — | 7,533 | D | ↗ |
| 2024-12-18 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 23 | 0.00 | — | 14,556 | D | ↗ |
| 2024-12-18 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 58 | 0.00 | — | 35,300 | D | ↗ |
| 2024-12-18 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 76 | 0.00 | — | 46,670 | D | ↗ |
| 2024-12-18 | Costos James | Director | A-Award | A | Restricted Stock Units | 17 | 0.00 | — | 10,813 | D | ↗ |
| 2024-12-18 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 56 | 0.00 | — | 64,675 | D | ↗ |
| 2024-11-12 | Whitney Kenneth C | Director | S-Sale | D | Class A Common Stock | 1,725 | 159.75 | 275.6K | 9,100 | D | ↗ |
| 2024-11-08 | Whitney Kenneth C | Director | G-Gift | D | Class A Common Stock | 37,160 | 0.00 | — | 10,825 | D | ↗ |
| 2024-11-08 | Travin David Adam | Officer | S-Sale | D | Class A Common Stock | 1,541 | 159.18 | 245.3K | 0 | D | ↗ |
| 2024-11-08 | Meates Helen T | Officer | G-Gift | D | Class A Common Stock | 3,000 | 0.00 | — | 47,359 | D | ↗ |
| 2024-11-08 | Lee Ji-Yeun | Officer | G-Gift | D | Class A Common Stock | 1,250 | 0.00 | — | 60,183 | D | ↗ |
| 2024-11-07 | Taubman Paul J | Director / Officer | G-Gift | D | Class A Common Stock | 60,000 | 0.00 | — | 400,000 | D | ↗ |
| 2024-11-07 | Costos James | Director | S-Sale | D | Class A Common Stock | 1,500 | 161.41 | 242.1K | 9,360 | D | ↗ |
| 2024-10-31 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 90,000 | 0.00 | — | 5,820,000 | D | ↗ |
| 2024-10-31 | Cornwell Kievdi Don | Director | M-Exempt | A | Class A Common Stock | 7,360 | 0.00 | — | 9,700 | D | ↗ |
| 2024-09-18 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 13 | 0.00 | — | 7,266 | D | ↗ |
| 2024-09-18 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 37 | 0.00 | — | 19,603 | D | ↗ |
| 2024-09-18 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 13 | 0.00 | — | 7,038 | D | ↗ |
| 2024-09-18 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 14 | 0.00 | — | 7,521 | D | ↗ |
| 2024-09-18 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 27 | 0.00 | — | 14,533 | D | ↗ |
| 2024-09-18 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 67 | 0.00 | — | 35,242 | D | ↗ |
| 2024-09-18 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 89 | 0.00 | — | 46,594 | D | ↗ |
| 2024-09-18 | Costos James | Director | A-Award | A | Restricted Stock Units | 20 | 0.00 | — | 10,796 | D | ↗ |
| 2024-09-18 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 65 | 0.00 | — | 71,979 | D | ↗ |
| 2024-09-03 | Lee Ji-Yeun | Officer | S-Sale | D | Class A Common Stock | 7,100 | 118.34 | 840.2K | 64,333 | — | ↗ |
| 2024-08-30 | Cornwell Kievdi Don | Director | G-Gift | D | Class A Common Stock | 2,000 | 0.00 | — | 2,340 | — | ↗ |
| 2024-08-29 | Cornwell Kievdi Don | Director | S-Sale | D | Class A Common Stock | 10,351 | 123.39 | 1.28M | 9,574 | — | ↗ |
| 2024-08-26 | Skaugen Grace Reksten | Director | S-Sale | D | Class A Common Stock | 2,015 | 124.86 | 251.6K | 500 | — | ↗ |
| 2024-08-06 | Travin David Adam | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 1,000 | 0.00 | — | 17,249 | — | ↗ |
| 2024-08-06 | Taubman Paul J | Director / Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 90,000 | 0.00 | — | 5,910,000 | — | ↗ |
| 2024-08-01 | Rafferty Emily K | Director | S-Sale | D | Class A Common Stock | 1,696 | 130.79 | 221.8K | 7,404 | — | ↗ |
| 2024-08-01 | Cornwell Kievdi Don | Director | M-Exempt | D | Restricted Stock Units | 1,338 | 0.00 | — | 71,914 | — | ↗ |
| 2024-07-29 | Skaugen Grace Reksten | Director | M-Exempt | D | Restricted Stock Units | 2,015 | 0.00 | — | 7,025 | — | ↗ |
| 2024-06-20 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 14 | 0.00 | — | 7,253 | — | ↗ |
| 2024-06-20 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 45 | 0.00 | — | 19,566 | — | ↗ |
| 2024-06-20 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 18 | 0.00 | — | 9,040 | — | ↗ |
| 2024-06-20 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 15 | 0.00 | — | 7,507 | — | ↗ |
| 2024-06-20 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 28 | 0.00 | — | 14,506 | — | ↗ |
| 2024-06-20 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 82 | 0.00 | — | 35,175 | — | ↗ |
| 2024-06-20 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 108 | 0.00 | — | 46,505 | — | ↗ |
| 2024-06-20 | Costos James | Director | A-Award | A | Restricted Stock Units | 21 | 0.00 | — | 10,776 | — | ↗ |
| 2024-06-20 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 74 | 0.00 | — | 73,252 | — | ↗ |
| 2024-06-03 | Whitney Kenneth C | Director | M-Exempt | D | Restricted Stock Units | 2,543 | 0.00 | — | 6,201 | — | ↗ |
| 2024-06-03 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 1,038 | 0.00 | — | 9,022 | — | ↗ |
| 2024-06-03 | Rafferty Emily K | Director | M-Exempt | A | Class A Common Stock | 2,543 | 0.00 | — | 9,100 | — | ↗ |
| 2024-06-03 | RYAN THOMAS M | Director | M-Exempt | A | Class A Common Stock | 5,089 | 0.00 | — | 35,937 | — | ↗ |
| 2024-06-03 | Lee Ji-Yeun | Officer | S-Sale | D | Class A Common Stock | 5,473 | 106.68 | 583.9K | 75,960 | — | ↗ |
| 2024-06-03 | Costos James | Director | M-Exempt | D | Restricted Stock Units | 2,543 | 0.00 | — | 9,198 | — | ↗ |
| 2024-06-03 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 2,076 | 0.00 | — | 73,178 | — | ↗ |
| 2024-05-06 | Lee Ji-Yeun | Officer | M-Exempt | D | Partnership Units of PJT Partners Holdings LP | 0 | 0.00 | — | 755,410 | — | ↗ |
| 2024-05-06 | Cornwell Kievdi Don | Director | M-Exempt | D | Restricted Stock Units | 1,002 | 0.00 | — | 71,102 | — | ↗ |
| 2024-03-20 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 22 | 0.00 | — | 8,744 | — | ↗ |
| 2024-03-20 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 51 | 0.00 | — | 19,521 | — | ↗ |
| 2024-03-20 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 20 | 0.00 | — | 7,984 | — | ↗ |
| 2024-03-20 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 23 | 0.00 | — | 8,997 | — | ↗ |
| 2024-03-20 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 45 | 0.00 | — | 17,491 | — | ↗ |
| 2024-03-20 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 92 | 0.00 | — | 35,093 | — | ↗ |
| 2024-03-20 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 121 | 0.00 | — | 46,397 | — | ↗ |
| 2024-03-20 | Costos James | Director | A-Award | A | Restricted Stock Units | 30 | 0.00 | — | 11,741 | — | ↗ |
| 2024-03-20 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 83 | 0.00 | — | 72,104 | — | ↗ |
| 2024-03-01 | Meates Helen T | Officer | S-Sale | D | Class A Common Stock | 5,000 | 104.34 | 521.7K | 43,821 | — | ↗ |
| 2024-03-01 | Lee Ji-Yeun | Officer | M-Exempt | D | Restricted Stock Units | 8,012 | 0.00 | — | 46,276 | — | ↗ |
| 2024-03-01 | Cornwell Kievdi Don | Director | M-Exempt | A | Class A Common Stock | 5,019 | 0.00 | — | 17,585 | — | ↗ |
| 2024-02-29 | Meates Helen T | Officer | S-Sale | D | Class A Common Stock | 12,926 | 105.51 | 1.36M | 48,821 | — | ↗ |
| 2024-02-12 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 6,851 | 0.00 | — | 19,470 | — | ↗ |
| 2024-02-12 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 10,956 | 0.00 | — | 41,539 | — | ↗ |
| 2024-02-12 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 16,860 | 0.00 | — | 54,288 | — | ↗ |
| 2024-02-08 | Travin David Adam | Officer | S-Sale | D | Class A Common Stock | 5,000 | 93.21 | 466.1K | 1,541 | — | ↗ |
| 2024-02-08 | Cornwell Kievdi Don | Director | M-Exempt | D | Restricted Stock Units | 5,018 | 0.00 | — | 77,040 | — | ↗ |
| 2023-12-20 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 22 | 0.00 | — | 8,722 | — | ↗ |
| 2023-12-20 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 32 | 0.00 | — | 12,619 | — | ↗ |
| 2023-12-20 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 20 | 0.00 | — | 7,964 | — | ↗ |
| 2023-12-20 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 22 | 0.00 | — | 8,974 | — | ↗ |
| 2023-12-20 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 44 | 0.00 | — | 17,446 | — | ↗ |
| 2023-12-20 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 77 | 0.00 | — | 30,583 | — | ↗ |
| 2023-12-20 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 95 | 0.00 | — | 37,428 | — | ↗ |
| 2023-12-20 | Costos James | Director | A-Award | A | Restricted Stock Units | 29 | 0.00 | — | 11,711 | — | ↗ |
| 2023-12-20 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 81 | 0.00 | — | 82,058 | — | ↗ |
| 2023-12-01 | Lee Ji-Yeun | Officer | S-Sale | D | Class A common stock | 5,845 | 89.38 | 522.4K | 87,576 | — | ↗ |
| 2023-09-20 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 27 | 0.00 | — | 8,700 | — | ↗ |
| 2023-09-20 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 39 | 0.00 | — | 12,587 | — | ↗ |
| 2023-09-20 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 24 | 0.00 | — | 7,944 | — | ↗ |
| 2023-09-20 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 28 | 0.00 | — | 8,952 | — | ↗ |
| 2023-09-20 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 54 | 0.00 | — | 17,402 | — | ↗ |
| 2023-09-20 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 95 | 0.00 | — | 30,506 | — | ↗ |
| 2023-09-20 | Lee Ji-Yeun | Officer | A-Award | A | Restricted Stock Units | 117 | 0.00 | — | 37,333 | — | ↗ |
| 2023-09-20 | Costos James | Director | A-Award | A | Restricted Stock Units | 36 | 0.00 | — | 11,682 | — | ↗ |
| 2023-09-20 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 99 | 0.00 | — | 81,977 | — | ↗ |
| 2023-09-01 | Lee Ji-Yeun | Officer | S-Sale | D | Class A common stock | 4,878 | 79.43 | 387.5K | 98,543 | — | ↗ |
| 2023-07-13 | Lee Ji-Yeun | Officer | S-Sale | D | Class A common stock | 2,066 | 75.18 | 155.3K | 103,421 | — | ↗ |
| 2023-07-12 | Lee Ji-Yeun | Officer | S-Sale | D | Class A common stock | 7,934 | 75.03 | 595.3K | 105,487 | — | ↗ |
| 2023-06-21 | Whitney Kenneth C | Director | A-Award | A | Restricted Stock Units | 30 | 0.00 | — | 8,673 | — | ↗ |
| 2023-06-21 | Travin David Adam | Officer | A-Award | A | Restricted Stock Units | 43 | 0.00 | — | 12,548 | — | ↗ |
| 2023-06-21 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 27 | 0.00 | — | 7,920 | — | ↗ |
| 2023-06-21 | Rafferty Emily K | Director | A-Award | A | Restricted Stock Units | 30 | 0.00 | — | 8,924 | — | ↗ |
| 2023-06-21 | RYAN THOMAS M | Director | A-Award | A | Restricted Stock Units | 60 | 0.00 | — | 17,348 | — | ↗ |
| 2023-06-21 | Meates Helen T | Officer | A-Award | A | Restricted Stock Units | 105 | 0.00 | — | 30,411 | — | ↗ |
| 2023-06-21 | Costos James | Director | A-Award | A | Restricted Stock Units | 40 | 0.00 | — | 11,646 | — | ↗ |
| 2023-06-21 | Cornwell Kievdi Don | Director | A-Award | A | Restricted Stock Units | 109 | 0.00 | — | 81,878 | — | ↗ |
| 2023-06-01 | Whitney Kenneth C | Director | M-Exempt | D | Restricted Stock Units | 1,696 | 0.00 | — | 6,961 | — | ↗ |
| 2023-06-01 | Skaugen Grace Reksten | Director | A-Award | A | Restricted Stock Units | 1,682 | 0.00 | — | 7,893 | — | ↗ |
| 2023-06-01 | Rafferty Emily K | Director | M-Exempt | A | Common Stock | 1,696 | 0.00 | — | 6,557 | — | ↗ |
| 2023-06-01 | RYAN THOMAS M | Director | M-Exempt | D | Restricted Stock Units | 3,396 | 0.00 | — | 13,925 | — | ↗ |
| 2023-06-01 | Costos James | Director | M-Exempt | A | Class A Common Stock | 2,546 | 0.00 | — | 8,317 | — | ↗ |
Executive team
Top executives
EBIT / Employee
296.5K
Shares Outstanding
25.82M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Ji-Yeun Lee Managing Partner | 1.00M | 2.33M | 2.46M | — | — | — | 5.79M | 42.50% | ↗ |
| 2 | 2025 | Helen T. Meates Chief Financial Officer | 1.00M | 1.94M | 1.78M | — | — | — | 4.71M | 37.67% | ↗ |
| 3 | 2025 | David A. Travin General Counsel | 500.0K | 1.49M | 1.15M | — | — | — | 3.14M | 36.60% | ↗ |
| 4 | 2025 | Paul J. Taubman Chairman and CEO | 1.00M | — | — | — | — | — | 1.00M | 0.00% | ↗ |
| 5 | 2024 | Ji-Yeun Lee Managing Partner | 1.00M | 2.22M | 2.26M | — | — | — | 5.49M | 41.27% | ↗ |
| 6 | 2024 | Helen T. Meates Chief Financial Officer | 1.00M | 1.85M | 1.64M | — | — | — | 4.49M | 36.55% | ↗ |
| 7 | 2024 | David A. Travin General Counsel | 500.0K | 1.31M | 1.18M | — | — | — | 2.99M | 39.44% | ↗ |
| 8 | 2024 | Paul J. Taubman Chairman and CEO | 1.00M | — | — | — | — | — | 1.00M | 0.00% | ↗ |
| 9 | 2023 | Ji-Yeun Lee Managing Partner | 1.00M | 1.85M | 1.64M | — | — | — | 4.49M | 36.55% | ↗ |
| 10 | 2023 | Helen T. Meates Chief Financial Officer | 1.00M | 1.42M | 1.07M | — | — | — | 3.49M | 30.56% | ↗ |
| 11 | 2023 | David A. Travin General Counsel | 500.0K | 1.07M | 666.5K | — | — | — | 2.24M | 29.78% | ↗ |
| 12 | 2023 | Paul J. Taubman Chairman and CEO | 1.00M | — | — | — | — | — | 1.00M | 0.00% | ↗ |
| 13 | 2022 | Ji-Yeun Lee Managing Partner | 1.00M | 1.85M | 1.65M | — | — | — | 4.50M | 36.61% | ↗ |
| 14 | 2022 | Helen T. Meates Chief Financial Officer | 500.0K | 1.65M | 1.35M | — | — | — | 3.50M | 38.50% | ↗ |
| 15 | 2022 | David A. Travin General Counsel | 500.0K | 1.03M | 622.5K | — | — | — | 2.15M | 28.95% | ↗ |
| 16 | 2022 | Paul J. Taubman Chairman and CEO | 1.00M | — | — | — | — | — | 1.00M | 0.00% | ↗ |
| 17 | 2021 | Helen T. Meates Chief Financial Officer | 500.0K | 4.67M | 1.33M | — | — | — | 6.50M | 20.50% | ↗ |
| 18 | 2021 | Ji-Yeun Lee Managing Partner | 1.00M | 1.87M | 1.63M | — | — | — | 4.50M | 36.28% | ↗ |
| 19 | 2021 | Paul J. Taubman Chairman and CEO | 1.00M | — | 799.5K | — | — | — | 1.80M | 44.43% | ↗ |
| 20 | 2021 | David A. Travin General Counsel | 500.0K | 725.0K | 525.0K | — | — | — | 1.75M | 30.00% | ↗ |
| 21 | 2020 | Ji-Yeun Lee Managing Partner | 1.00M | 1.87M | 1.63M | — | — | — | 4.50M | 36.28% | ↗ |
| 22 | 2020 | Helen T. Meates Chief Financial Officer | 500.0K | 1.67M | 1.33M | — | — | — | 3.50M | 38.07% | ↗ |
| 23 | 2020 | James W. Cuminale General Counsel | 500.0K | 1.33M | 920.0K | — | — | — | 2.75M | 33.45% | ↗ |
| 24 | 2020 | Paul J. Taubman Chairman and CEO | 1.00M | — | 1.07M | — | — | — | 2.07M | 51.60% | ↗ |
| 25 | 2019 | Ji-Yeun Lee Managing Partner | 1.00M | 1.87M | 1.63M | — | — | — | 4.50M | 36.28% | ↗ |
| 26 | 2019 | Helen T. Meates Chief Financial Officer | 500.0K | 1.44M | 1.06M | — | — | — | 3.00M | 35.25% | ↗ |
| 27 | 2019 | James W. Cuminale General Counsel | 500.0K | 1.17M | 732.5K | — | — | — | 2.40M | 30.52% | ↗ |
| 28 | 2019 | Paul J. Taubman Chairman and CEO | 1.00M | — | 1.07M | — | — | — | 2.07M | 51.60% | ↗ |
| 29 | 2018 | Ji-Yeun Lee Managing Partner | 1.00M | 2.04M | 1.46M | — | — | — | 4.50M | 32.50% | ↗ |
| 30 | 2018 | Helen T. Meates Chief Financial Officer | 500.0K | 1.31M | 687.5K | — | — | — | 2.50M | 27.50% | ↗ |
| 31 | 2018 | James W. Cuminale General Counsel | 500.0K | 1.18M | 575.0K | — | — | — | 2.25M | 25.56% | ↗ |
| 32 | 2018 | Paul J. Taubman Chairman and CEO | 1.00M | — | 266.5K | — | — | — | 1.27M | 21.04% | ↗ |
| 33 | 2017 | Ji-Yeun Lee Managing Partner | 1.00M | 1.56M | 1.94M | — | — | — | 4.50M | 43.06% | ↗ |
| 34 | 2017 | Helen T. Meates Chief Financial Officer | 500.0K | 1.04M | 962.5K | — | — | — | 2.50M | 38.50% | ↗ |
| 35 | 2017 | James W. Cuminale General Counsel | 500.0K | 900.0K | 850.0K | — | — | — | 2.25M | 37.78% | ↗ |
| 36 | 2017 | Paul J. Taubman Chairman and CEO | 1.00M | — | — | — | — | — | 1.00M | 0.00% | ↗ |
| 37 | 2016 | Ji-Yeun Lee Managing Partner | 1.00M | 2.85M | 649.8K | — | — | — | 4.50M | 14.44% | ↗ |
| 38 | 2016 | Helen T. Meates Chief Financial Officer | 500.0K | 1.69M | 305.5K | — | — | — | 2.50M | 12.22% | ↗ |
| 39 | 2016 | James W. Cuminale General Counsel | 350.0K | 1.61M | 285.5K | — | — | — | 2.25M | 12.69% | ↗ |
| 40 | 2016 | Paul J. Taubman Chairman and CEO | 1.00M | — | — | — | — | — | 1.00M | 0.00% | ↗ |
| 41 | 2015 | Helen T. Meates Chief Financial Officer | 500.0K | 1.75M | — | — | — | — | 2.25M | 0.00% | ↗ |
| 42 | 2015 | James W. Cuminale General Counsel | 350.0K | 1.56M | — | — | — | — | 1.91M | 0.00% | ↗ |
| 43 | 2015 | Paul J. Taubman Chairman and CEO | 1.00M | — | — | — | — | — | 1.00M | 0.00% | ↗ |
| 44 | 2015 | Ji-Yeun Lee Managing Partner | 350.0K | 650.0K | — | — | — | — | 1.00M | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ji-Yeun Lee | Managing Partner | 3M | female |
| Helen Therese Meates | Chief Financial Officer | 3M | female |
| David Adam Travin | General Counsel | 2M | male |
| Paul Jeffrey Taubman | Founder, Chairman & Chief Executive Officer | 1M | male |
| Sharon Pearson | MD & Head of Investor & External Relations | — | female |
| Steven Murray | Partner & Chief Human Resources Officer | — | male |
| Tom Campbell | Partner & Head of the EMEA Restructuring and Special Situations Group | — | male |
| Jason Noble | Partner | — | male |
| Nick Tansley | MD of Strategic Advisory Group & Head of European Industrials | — | male |
| Paige Costigan | Chief Operating Officer | — | female |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for PJT
Short-term intention
Target Price Distribution
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