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Perella Weinberg Partners (PWP)
USD15.88
+0.48 (+3.12%)
US NASDAQ Financial Services Financial - Capital Markets
Address
767 Fifth Avenue 10153
New York City, NY, US
New York City, NY, US
CEO
Andrew Bednar
Website
pwpartners.com
IPO
2020-11-24
CIK 1777835 ISIN US71367G1022
Also trades on
NASDAQ Global Select · PWP (USD)
NASDAQ Global Select · PWPPW (USD)
Description
Perella Weinberg Partners operates as an independent investment banking firm, furnishing strategic and financial advisory services to clients both in the United States and internationally. The company's offerings encompass guidance on crucial strategic and financial decisions, the execution of mergers and acquisitions, shareholder and defense counsel, capital raising initiatives, corporate structuring and restructuring advice, capital markets insights, energy underwriting, and equity research. Its extensive client base includes large multinational corporations, medium-sized public and private businesses, individual entrepreneurs, private and institutional investors, creditor committees, and governmental bodies. These clients hail from various industries, such as consumer and retail, energy, financial institutions, healthcare, industrials, and technology, media, and telecommunications. Founded in 2006, the firm's main office is located in New York, New York.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| ASC | PWPPW | 2022-07-22 | View |
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
USD15.88
+0.48 (+3.12%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.64
Float Shares
66.35M
Free Float %
103.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.77% | -7.38% | -12.19% | -17.89% | -7.33% | +3.70% | -4.98% | +124.25% | +62.65% | +81.21% | +81.21% |
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 (4 ratings, all time)
Buy
Price Targets & DCF
Current price
15.88
Low
19.50
+22.8%
Consensus
20.25
+27.5%
Median
20.25
+27.5%
High
21.00
+32.2%
DCF (Levered)
16.89
+6.4%
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)
75% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
19.50
+22.8%
|
| Last Quarter | 1 |
19.50
+22.8%
|
| Last Year | 4 |
20.25
+27.5%
|
| All Time | 8 |
18.63
+17.3%
|
Quality scores
Altman Z-Score
3.77
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%-14.5% Q1'26: -29.7% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+145.1% ★ Q1'26: -92.4% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-12.8% Q1'26: -75.1% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+6.9% Q1'26: -8.7% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+13.4% ★ Q1'26: -9.3% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%+20.7% Q1'26: +33.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×4.89× Q1'26: -6.44× (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 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
518.99M
est: 485.00M (+7.0%)
|
801.66M
est: 800.66M (+0.1%)
|
631.51M
est: 579.78M (+8.9%)
|
648.65M
est: 725.53M (-10.6%)
|
878.04M
est: 873.17M (+0.6%)
|
750.90M
est: 703.35M (+6.8%)
|
875.09M
826.53M – 901.95M
+24.4% YoY
|
1.08B
1.05B – 1.11B
+23.7% YoY
|
1.19B
1.14B – 1.22B
+10.0% YoY
|
| EBITDA |
10.38M
est: -19.74M (+152.6%)
|
45.05M
est: -32.59M (+238.2%)
|
-37.04M
est: -23.60M (-57.0%)
|
-100.42M
est: -18.45M (-444.2%)
|
-58.15M
est: -22.21M (-161.9%)
|
72.35M
est: -17.89M (+504.4%)
|
-22.26M
-22.94M – -21.02M
-24.4% YoY
|
-27.52M
-28.28M – -26.72M
-23.7% YoY
|
-30.28M
-31.15M – -29.04M
-10.0% YoY
|
| EBIT |
-5.15M
est: -30.48M (+83.1%)
|
30.56M
est: -50.33M (+160.7%)
|
-47.73M
est: -36.44M (-31.0%)
|
-115.10M
est: -34.21M (-236.5%)
|
-78.53M
est: -41.17M (-90.7%)
|
51.52M
est: -33.16M (+255.3%)
|
-41.26M
-42.53M – -38.97M
-24.4% YoY
|
-51.02M
-52.43M – -49.54M
-23.7% YoY
|
-56.13M
-57.76M – -53.84M
-10.0% YoY
|
| Net Income |
-24.34M
est: 16.49M (-247.6%)
|
-9.42M
est: 80.98M (-111.6%)
|
17.88M
est: 36.69M (-51.3%)
|
-17.22M
|
-64.73M
est: 57.79M (-212.0%)
|
35.48M
est: 39.33M (-9.8%)
|
65.49M
58.43M – 76.41M
+66.5% YoY
|
97.44M
87.97M – 112.37M
+48.8% YoY
|
116.86M
110.65M – 121.26M
+19.9% YoY
|
| SGA |
110.71M
est: 158.04M (-29.9%)
|
181.61M
est: 260.90M (-30.4%)
|
234.10M
est: 188.92M (+23.9%)
|
269.01M
est: 217.34M (+23.8%)
|
354.71M
est: 261.56M (+35.6%)
|
61.45M
est: 210.69M (-70.8%)
|
262.13M
247.59M – 270.18M
+24.4% YoY
|
324.13M
314.75M – 333.07M
+23.7% YoY
|
356.60M
342.03M – 366.93M
+10.0% YoY
|
| EPS |
-0.26
est: 0.31 (-184.6%)
|
-0.22
est: 1.52 (-114.5%)
|
0.41
est: 0.69 (-40.9%)
|
-0.40
|
-1.22
est: 0.90 (-235.6%)
|
0.55
est: 0.61 (-10.2%)
|
1.02
0.91 – 1.19
+66.5% YoY
|
1.52
1.37 – 1.75
+48.8% YoY
|
1.82
1.72 – 1.89
+19.9% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
33.29M
OE per share TTM
0.81
Owner's Yield
1.84%
Maintenance CapEx ratio
1,027.81%
Maint CapEx / Avg PPE
21.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
23
Total invested
26.03M
Insider transactions (90d)
0
Beneficial owners (>5%)
34
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Group Holdings LLP | 8.38M | 17.68% | — | 7.83M | — | — | HC | Massachusetts | 2022-05-09 | ↗ |
| 2 | Wellington Investment Advisors Holdings LLP | 8.38M | 17.68% | — | 7.83M | — | — | HC | Massachusetts | 2022-05-09 | ↗ |
| 3 | Wellington Management Group LLP | 8.38M | 17.68% | — | 7.83M | — | — | HC | Massachusetts | 2022-05-09 | ↗ |
| 4 | Wellington Management Company LLP | 8.27M | 17.46% | — | 7.76M | — | — | IA | Massachusetts | 2022-05-09 | ↗ |
| 5 | Abigail P. Johnson | 3.75M | 5.50% | — | — | 3.75M | — | IN | United States of America | 2022-02-09 | ↗ |
| 6 | FMR LLC | 3.75M | 5.50% | 1.22M | — | 3.75M | — | HC | Delaware | 2022-02-09 | ↗ |
| 7 | Robert Pohly | 2.99M | 7.00% | — | 2.99M | — | 2.99M | HC, IN | Delaware | 2022-02-14 | ↗ |
| 8 | Samlyn Capital, LLC | 2.99M | 7.00% | — | 2.99M | — | 2.99M | IA, OO | Delaware | 2022-02-14 | ↗ |
| 9 | Samlyn, LP | 2.99M | 7.00% | — | 2.99M | — | 2.99M | PN | Delaware | 2022-02-14 | ↗ |
| 10 | Schroder Investment Management North America Inc. | 2.98M | 7.02% | 2.98M | — | 2.98M | — | IA | — | 2022-02-09 | ↗ |
| 11 | Basswood Capital Management, L.L.C. | 2.86M | 6.72% | — | 2.86M | — | — | IA | Delaware | 2022-02-14 | ↗ |
| 12 | Bennett Lindenbaum | 2.86M | 6.72% | — | 2.86M | — | — | HC, IN | United States | 2022-02-14 | ↗ |
| 13 | Matthew Lindenbaum | 2.86M | 6.72% | — | 2.86M | — | — | HC, IN | United States | 2022-02-14 | ↗ |
| 14 | (1) BlackRock, Inc. | 2.74M | 6.40% | 2.70M | — | 2.74M | — | HC | Delaware | 2023-02-03 | ↗ |
| 15 | Adage Capital Advisors, L.L.C. | 2.54M | 5.97% | — | 2.54M | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 16 | Adage Capital Partners GP, L.L.C. | 2.54M | 5.97% | — | 2.54M | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 17 | Adage Capital Partners, L.P. | 2.54M | 5.97% | — | 2.54M | — | — | PN | Delaware | 2022-02-10 | ↗ |
| 18 | Phillip Gross | 2.54M | 5.97% | — | 2.54M | — | — | IN | United States | 2022-02-10 | ↗ |
| 19 | Robert Atchinson | 2.54M | 5.97% | — | 2.54M | — | — | IN | United States | 2022-02-10 | ↗ |
| 20 | Bay Pond Partners, L.P. | 2.42M | 5.22% | — | 2.42M | — | — | PN | Delaware | 2022-01-31 | ↗ |
| 21 | The Vanguard Group - 23-1945930 | 2.29M | 5.42% | — | 62.2K | — | 101.6K | IA | Pennsylvania | 2023-02-09 | ↗ |
| 22 | P. Schoenfeld Asset Management LP | 1.90M | 8.05% | — | 1.90M | — | — | IA, PN | Delaware | 2021-04-13 | ↗ |
| 23 | Peter M. Schoenfeld | 1.90M | 8.05% | — | 1.90M | — | — | IN | Delaware | 2021-04-13 | ↗ |
| 24 | Israel A. Englander | 1.88M | 4.30% | — | 1.88M | — | 1.88M | IN | — | 2022-02-11 | ↗ |
| 25 | Millennium Group Management LLC | 1.88M | 4.30% | — | 1.88M | — | 1.88M | OO | — | 2022-02-11 | ↗ |
| 26 | Millennium Management LLC | 1.88M | 4.30% | — | 1.88M | — | 1.88M | OO | — | 2022-02-11 | ↗ |
| 27 | Daniel Mack | 1.34M | 3.10% | — | 1.34M | — | — | HC | USA | 2022-02-14 | ↗ |
| 28 | Nantahala Capital Management, LLC | 1.34M | 3.10% | — | 1.34M | — | — | IA | MA | 2022-02-14 | ↗ |
| 29 | Wilmot B. Harkey | 1.34M | 3.10% | — | 1.34M | — | — | HC | USA | 2022-02-14 | ↗ |
| 30 | Riverview Group LLC | 1.31M | 3.00% | — | 1.31M | — | 1.31M | OO | — | 2022-02-11 | ↗ |
| 31 | Integrated Core Strategies (US) LLC | 533.6K | 1.30% | — | 533.6K | — | 533.6K | OO | — | 2022-02-11 | ↗ |
| 32 | Millennium International Management LP | 40.9K | 0.10% | — | 40.9K | — | 40.9K | PN | — | 2022-02-11 | ↗ |
| 33 | ICS Opportunities, Ltd. | 40.1K | 0.10% | — | 40.1K | — | 40.1K | CO | — | 2022-02-11 | ↗ |
| 34 | Integrated Assets, Ltd. | 800.00 | 0.00% | — | 800.00 | — | 800.00 | CO | — | 2022-02-11 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
23
-143 vs prev Q
New positions
4
Closed positions
147
Increased
13
Reduced
3
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 912.7K +912.7K (+100.0%) | 15.79B +15.8B (+100.0%) | 1.42% +1.422 pp | 0.02% +0.024 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 2 | FMR LLC | 9.80M +195.9K (+2.0%) | 169.53M -35.2M (-17.2%) | 14.52% -0.708 pp | 0.01% -0.002 pp | USD13.59 +27.3% | 19 qtrs — |
| 3 | BLACKROCK, INC. | 4.75M +78.5K (+1.7%) | 82.12M -17.4M (-17.5%) | 7.39% -0.010 pp | 0.00% 0.000 pp | USD19.62 -11.8% | 6 qtrs — |
| 4 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.95M +379.7K (+10.6%) | 68.27M -7.8M (-10.2%) | 0.71% -4.945 pp | 0.19% -0.006 pp | USD18.80 -8.0% | 7 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 3.76M -412.4K (-9.9%) | 65.01M -23.9M (-26.9%) | 5.57% -1.045 pp | 0.01% -0.004 pp | USD18.49 -6.4% | 19 qtrs — |
| 6 | VANGUARD GROUP INC | 3.72M +241.4K (+6.9%) | 64.40M -9.8M (-13.2%) | 5.80% +0.278 pp | 0.00% 0.000 pp | USD13.82 +25.2% | 18 qtrs — |
| 7 | NUVEEN, LLC | 2.86M +646.1K (+29.2%) | 49.50M +2.3M (+4.8%) | 4.46% +0.944 pp | 0.01% +0.001 pp | USD20.28 -14.7% | 4 qtrs — |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 2.58M +708.1K (+37.8%) | 44.64M +4.7M (+11.8%) | 4.02% +1.050 pp | 0.07% +0.004 pp | USD17.03 +1.6% | 19 qtrs — |
| 9 | WESTWOOD HOLDINGS GROUP INC | 2.02M +254.1K (+14.4%) | 35.03M -2.7M (-7.2%) | 3.15% +0.346 pp | 0.28% +0.015 pp | USD19.46 -11.1% | 7 qtrs — |
| 10 | STATE STREET CORP | 1.80M +39.5K (+2.2%) | 31.11M -6.4M (-17.0%) | 2.80% +0.012 pp | 0.00% 0.000 pp | USD13.62 +27.0% | 18 qtrs — |
| 11 | AMERIPRISE FINANCIAL INC | 1.60M +17.9K (+1.1%) | 27.61M -6.0M (-17.9%) | 2.36% -0.138 pp | 0.01% -0.002 pp | USD18.73 -7.6% | 17 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 1.54M +29.5K (+2.0%) | 26.57M -5.5M (-17.3%) | 2.39% +0.004 pp | 0.00% -0.001 pp | USD14.56 +18.8% | 18 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.51M +3.9K (+0.3%) | 26.16M -6.0M (-18.6%) | 2.35% -0.037 pp | 0.00% 0.000 pp | USD12.57 +37.6% | 19 qtrs — |
| 14 | WALLEYE CAPITAL LLC | 1.47M +10.0K (+0.7%) | 25.36M -5.7M (-18.3%) | 2.17% -0.137 pp | 0.08% -0.039 pp | USD20.59 -16.0% | 5 qtrs — |
| 15 | BOSTON PARTNERS | 1.38M +623.3K (+82.5%) | 23.86M +7.8M (+48.1%) | 2.04% +0.845 pp | 0.02% +0.008 pp | USD17.05 +1.5% | 19 qtrs — |
| 16 | RAYMOND JAMES FINANCIAL INC | 1.36M +237.7K (+21.2%) | 23.73M -216.9K (-0.9%) | 2.02% +0.235 pp | 0.01% 0.000 pp | USD21.78 -20.6% | 5 qtrs — |
| 17 | FRANKLIN RESOURCES INC | 1.32M +15.3K (+1.2%) | 22.76M -5.0M (-17.9%) | 0.24% -1.825 pp | 0.01% -0.001 pp | USD21.24 -18.5% | 8 qtrs — |
| 18 | FRONTIER CAPITAL MANAGEMENT CO LLC | 1.22M +1.2M (+100.0%) | 21.12M +21.1M (+100.0%) | 1.90% +1.901 pp | 0.22% +0.224 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 19 | WASATCH ADVISORS LP | 1.16M -163.6K (-12.3%) | 20.11M -8.2M (-28.9%) | 1.81% -0.292 pp | 0.12% -0.033 pp | USD14.55 +18.9% | 9 qtrs — |
| 20 | MORGAN STANLEY | 1.14M +668.8K (+142.8%) | 19.67M +9.7M (+97.0%) | 1.77% +1.028 pp | 0.00% +0.001 pp | USD17.16 +0.8% | 19 qtrs — |
| 21 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.08M -207.5K (-16.1%) | 18.77M -8.8M (-31.9%) | 1.61% -0.442 pp | 0.76% -0.370 pp | USD15.41 +12.3% | 12 qtrs — |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | 993.6K +138.6K (+16.2%) | 17.33M -1.1M (-5.9%) | 1.47% +0.117 pp | 0.01% -0.001 pp | USD13.25 +30.6% | 19 qtrs — |
| 23 | EMERALD ADVISERS, LLC | 988.7K +185.1K (+23.0%) | 17.10M -29.3K (-0.2%) | 1.57% +0.293 pp | 0.53% -0.022 pp | USD19.06 -9.2% | 4 qtrs — |
| 24 | ROYCE & ASSOCIATES LP | 932.9K -230.4K (-19.8%) | 16.14M -8.7M (-34.9%) | 0.17% -1.677 pp | 0.16% -0.084 pp | USD14.00 +23.6% | 11 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 930.0K +5.3K (+0.6%) | 16.09M -3.6M (-18.4%) | 1.45% -0.018 pp | 0.00% 0.000 pp | USD18.13 -4.6% | 18 qtrs — |
| 26 | GW&K INVESTMENT MANAGEMENT, LLC | 797.5K -13.2K (-1.6%) | 13.80M -3.5M (-20.2%) | 0.14% -1.142 pp | 0.12% -0.034 pp | USD14.20 +21.8% | 8 qtrs — |
| 27 | RUSSELL INVESTMENTS GROUP, LTD. | 722.2K +26.0K (+3.7%) | 12.49M -2.3M (-15.8%) | 1.07% -0.034 pp | 0.01% -0.003 pp | USD14.42 +20.0% | 19 qtrs — |
| 28 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 695.7K -19.2K (-2.7%) | 12.04M -3.2M (-21.0%) | 1.08% -0.050 pp | 0.02% -0.008 pp | USD21.32 -18.9% | 2 qtrs — |
| 29 | GRANDEUR PEAK GLOBAL ADVISORS, LLC | 658.8K +23.4K (+3.7%) | 11.40M -2.1M (-15.9%) | 0.98% -0.031 pp | 1.53% -0.283 pp | USD14.49 +19.4% | 11 qtrs — |
| 30 | CEREDEX VALUE ADVISORS LLC | 599.7K +180.0K (+42.9%) | 10.37M +1.4M (+16.0%) | 0.89% +0.223 pp | 0.31% +0.104 pp | USD12.92 +33.9% | 12 qtrs — |
| 31 | STATE OF WISCONSIN INVESTMENT BOARD | 589.1K +38.4K (+7.0%) | 10.19M -1.6M (-13.2%) | 0.87% 0.000 pp | 0.02% -0.004 pp | USD12.97 +33.4% | 19 qtrs — |
| 32 | DIMENSIONAL FUND ADVISORS LP | 585.1K +163.0K (+38.6%) | 10.12M +1.1M (+12.5%) | 0.91% +0.242 pp | 0.00% +0.000 pp | USD19.53 -11.4% | 11 qtrs — |
| 33 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 583.8K +116.1K (+24.8%) | 10.10M +127.2K (+1.3%) | 0.93% +0.184 pp | 0.02% 0.000 pp | USD15.68 +10.3% | 10 qtrs — |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 541.4K +11.8K (+2.2%) | 9.37M -1.9M (-17.0%) | 0.80% -0.038 pp | 0.00% 0.000 pp | USD16.73 +3.4% | 18 qtrs — |
| 35 | EMERALD MUTUAL FUND ADVISERS TRUST | 541.3K +46.6K (+9.4%) | 9.36M -1.2M (-11.2%) | 0.86% +0.074 pp | 0.46% -0.088 pp | USD19.30 -10.4% | 4 qtrs — |
| 36 | LOOMIS SAYLES & CO L P | 514.9K +190.0 (+0.0%) | 8.91M -2.1M (-18.8%) | 0.09% -0.724 pp | 0.01% -0.002 pp | USD18.81 -8.0% | 4 qtrs — |
| 37 | NORTHERN TRUST CORP | 496.8K -19.8K (-3.8%) | 8.60M -2.4M (-22.0%) | 0.74% -0.083 pp | 0.00% 0.000 pp | USD10.70 +61.7% | 18 qtrs — |
| 38 | ARISTOTLE CAPITAL BOSTON, LLC | 487.5K +487.5K (+100.0%) | 8.43M +8.4M (+100.0%) | 0.72% +0.722 pp | 0.46% +0.463 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 39 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 427.6K +— (+0.0%) | 7.40M -1.7M (-18.9%) | 0.63% -0.045 pp | 0.05% -0.010 pp | USD18.97 -8.8% | 4 qtrs — |
| 40 | RANGER INVESTMENT MANAGEMENT, L.P. | 369.2K -26.6K (-6.7%) | 6.39M -2.1M (-24.3%) | 0.55% -0.081 pp | 0.44% -0.150 pp | USD22.68 -23.7% | 5 qtrs — |
| 41 | UBS GROUP AG | 291.1K -33.6K (-10.3%) | 5.04M -1.9M (-27.2%) | 0.45% -0.061 pp | 0.00% 0.000 pp | USD19.46 -11.1% | 19 qtrs — |
| 42 | MILLENNIUM MANAGEMENT LLC | 279.0K +265.0K (+1,895.9%) | 4.83M +4.5M (+1,519.5%) | 0.43% +0.412 pp | 0.00% +0.002 pp | USD17.50 -1.1% | 19 qtrs — |
| 43 | PIER CAPITAL, LLC | 265.0K -209.9K (-44.2%) | 4.58M -5.5M (-54.7%) | 0.42% -0.333 pp | 0.73% -0.851 pp | USD19.74 -12.4% | 3 qtrs — |
| 44 | SEI INVESTMENTS CO | 243.1K +167.2K (+220.4%) | 4.20M +2.6M (+160.0%) | 0.36% +0.240 pp | 0.00% +0.002 pp | USD15.79 +9.6% | 19 qtrs — |
| 45 | BANK OF NEW YORK MELLON CORP | 234.3K +6.0K (+2.6%) | 4.05M -813.1K (-16.7%) | 0.04% -0.320 pp | 0.00% 0.000 pp | USD15.73 +10.0% | 18 qtrs — |
| 46 | ANCORA ADVISORS, LLC | 208.3K -300.0 (-0.1%) | 3.60M -843.7K (-19.0%) | 0.32% -0.006 pp | 0.07% -0.015 pp | USD13.11 +32.0% | 19 qtrs — |
| 47 | UBS ASSET MANAGEMENT AMERICAS INC | 181.0K +109.3K (+152.5%) | 3.13M +1.6M (+104.9%) | 0.27% +0.155 pp | 0.00% +0.000 pp | USD17.61 -1.8% | 7 qtrs — |
| 48 | CITADEL ADVISORS LLC | 176.0K -125.3K (-41.6%) | 3.04M -3.4M (-52.6%) | 0.27% -0.204 pp | 0.00% -0.001 pp | USD21.32 -18.9% | 19 qtrs — |
| 49 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 165.6K -50.9K (-23.5%) | 2.87M -1.8M (-37.9%) | 0.26% -0.085 pp | 0.01% -0.006 pp | USD8.20 +111.0% | 17 qtrs — |
| 50 | FIRST TRUST ADVISORS LP | 147.4K -80.5K (-35.3%) | 2.55M -2.3M (-47.5%) | 0.22% -0.143 pp | 0.00% -0.002 pp | USD20.10 -13.9% | 3 qtrs — |
| 51 | ENVESTNET ASSET MANAGEMENT INC | 146.1K +40.8K (+38.8%) | 2.53M +283.0K (+12.6%) | 0.23% +0.061 pp | 0.00% +0.000 pp | USD19.54 -11.5% | 8 qtrs — |
| 52 | WELLS FARGO & COMPANY/MN | 133.9K +43.7K (+48.4%) | 2.32M +393.3K (+20.4%) | 0.21% +0.066 pp | 0.00% +0.000 pp | USD18.04 -4.1% | 18 qtrs — |
| 53 | INVESCO LTD. | 128.1K +15.5K (+13.8%) | 2.22M -184.4K (-7.7%) | 0.20% +0.021 pp | 0.00% +0.000 pp | USD18.76 -7.8% | 15 qtrs — |
| 54 | SWISS NATIONAL BANK | 126.3K +9.5K (+8.1%) | 2.18M -305.2K (-12.3%) | 0.02% -0.163 pp | 0.00% 0.000 pp | USD13.63 +26.9% | 17 qtrs — |
| 55 | ALGERT GLOBAL LLC | 121.7K -46.2K (-27.5%) | 2.11M -1.5M (-41.2%) | 0.19% -0.077 pp | 0.03% -0.027 pp | USD19.04 -9.1% | 13 qtrs — |
| 56 | JACOBS LEVY EQUITY MANAGEMENT, INC | 121.6K -74.2K (-37.9%) | 2.10M -2.1M (-49.6%) | 0.18% -0.130 pp | 0.01% -0.009 pp | USD15.68 +10.3% | 14 qtrs — |
| 57 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 97.0K +12.6K (+14.9%) | 1.68M -121.0K (-6.7%) | 0.15% +0.020 pp | 0.01% -0.001 pp | USD19.55 -11.5% | 3 qtrs — |
| 58 | BARCLAYS PLC | 96.9K -89.5K (-48.0%) | 1.68M -1.9M (-53.4%) | 0.15% -0.145 pp | 0.00% -0.001 pp | USD14.25 +21.4% | 16 qtrs — |
| 59 | JANE STREET GROUP, LLC | 82.6K +82.6K (+100.0%) | 1.43M +1.4M (+100.0%) | 0.13% +0.129 pp | 0.00% +0.000 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 60 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 76.3K +11.1K (+17.0%) | 1.32M -70.3K (-5.1%) | 0.12% +0.015 pp | 0.00% 0.000 pp | USD19.42 -10.9% | 7 qtrs — |
| 61 | RHUMBLINE ADVISERS | 76.1K -10.9K (-12.5%) | 1.32M -538.7K (-29.0%) | 0.12% -0.020 pp | 0.00% 0.000 pp | USD10.51 +64.6% | 15 qtrs — |
| 62 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 76.0K -45.2K (-37.3%) | 1.32M -1.3M (-49.1%) | 0.12% -0.074 pp | 0.00% -0.004 pp | USD20.33 -14.9% | 7 qtrs — |
| 63 | PRIVATE ADVISOR GROUP, LLC | 71.7K +268.0 (+0.4%) | 1.24M -282.6K (-18.6%) | 0.11% -0.007 pp | 0.01% -0.002 pp | USD12.57 +37.6% | 19 qtrs — |
| 64 | JPMORGAN CHASE & CO | 68.0K -170.0K (-71.4%) | 1.18M -3.9M (-76.8%) | 0.11% -0.270 pp | 0.00% 0.000 pp | USD20.54 -15.8% | 18 qtrs — |
| 65 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 61.8K +3.2K (+5.5%) | 1.07M -180.2K (-14.4%) | 0.09% -0.001 pp | 0.00% 0.000 pp | USD12.19 +41.9% | 17 qtrs — |
| 66 | NEUBERGER BERMAN GROUP LLC | 58.7K +58.7K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.09% +0.087 pp | 0.00% +0.001 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 67 | KENNEDY CAPITAL MANAGEMENT LLC | 57.6K +660.0 (+1.2%) | 997.3K -217.7K (-17.9%) | 0.09% -0.005 pp | 0.02% -0.006 pp | USD16.98 +1.9% | 11 qtrs — |
| 68 | WESBANCO BANK INC | 57.0K +57.0K (+100.0%) | 986.1K +986.1K (+100.0%) | 0.09% +0.089 pp | 0.03% +0.027 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 69 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51.5K -5.1K (-8.9%) | 890.4K -314.7K (-26.1%) | 0.08% -0.010 pp | 0.00% +0.000 pp | USD17.84 -3.0% | 16 qtrs — |
| 70 | ALLIANCEBERNSTEIN L.P. | 50.1K -1.5K (-2.8%) | 866.6K -232.6K (-21.2%) | 0.08% -0.004 pp | 0.00% 0.000 pp | USD9.84 +75.8% | 15 qtrs — |
| 71 | DEUTSCHE BANK AG\ | 45.3K -143.8K (-76.1%) | 783.0K -3.2M (-80.6%) | 0.07% -0.228 pp | 0.00% -0.001 pp | USD18.19 -4.9% | 18 qtrs — |
| 72 | AQR CAPITAL MANAGEMENT LLC | 42.8K +4.2K (+11.0%) | 741.1K -81.7K (-9.9%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD19.43 -11.0% | 6 qtrs — |
| 73 | CREATIVE PLANNING | 41.9K -10.0K (-19.3%) | 725.2K -382.3K (-34.5%) | 0.06% -0.020 pp | 0.00% 0.000 pp | USD21.72 -20.3% | 5 qtrs — |
| 74 | GLOBEFLEX CAPITAL L P | 40.3K +— (+0.0%) | 697.3K -162.0K (-18.9%) | 0.06% +0.000 pp | 0.11% -0.026 pp | USD12.23 +41.5% | 9 qtrs — |
| 75 | METLIFE INVESTMENT MANAGEMENT, LLC | 36.8K +— (+0.0%) | 636.9K -148.0K (-18.9%) | 0.06% -0.001 pp | 0.00% -0.001 pp | USD10.63 +62.7% | 15 qtrs — |
| 76 | AMUNDI | 36.3K +36.3K (+100.0%) | 628.1K +628.1K (+100.0%) | 0.06% +0.057 pp | 0.00% +0.000 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 77 | PRICE T ROWE ASSOCIATES INC /MD/ | 36.3K +3.0K (+9.2%) | 628.0K -81.0K (-11.4%) | 0.06% +0.004 pp | 0.00% +0.000 pp | USD16.96 +2.0% | 9 qtrs — |
| 78 | FEDERATED HERMES, INC. | 32.7K +32.7K (+100.0%) | 565.7K +565.7K (+100.0%) | 0.05% +0.051 pp | 0.00% +0.001 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 79 | VERITION FUND MANAGEMENT LLC | 32.5K -2.2K (-6.3%) | 562.3K -177.6K (-24.0%) | 0.05% -0.007 pp | 0.00% -0.001 pp | USD19.42 -10.9% | 6 qtrs — |
| 80 | D. E. SHAW & CO., INC. | 29.0K +29.0K (+100.0%) | 501.6K +501.6K (+100.0%) | 0.04% +0.043 pp | 0.00% +0.000 pp | USD17.30 +0.0% | 3 qtrs — |
| 81 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 28.9K -31.0 (-0.1%) | 499.2K -116.7K (-18.9%) | 0.04% -0.003 pp | 0.00% 0.000 pp | USD17.26 +0.2% | 7 qtrs — |
| 82 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28.3K -903.0 (-3.1%) | 489.4K -133.0K (-21.4%) | 0.04% -0.004 pp | 0.00% 0.000 pp | USD12.29 +40.8% | 15 qtrs — |
| 83 | CAMPBELL & CO INVESTMENT ADVISER LLC | 28.0K +28.0K (+100.0%) | 483.6K +483.6K (+100.0%) | 0.04% +0.044 pp | 0.02% +0.023 pp | USD17.30 +0.0% | 1 qtrs NEW |
| 84 | SQUAREPOINT OPS LLC | 27.5K +27.5K (+100.0%) | 476.0K +476.0K (+100.0%) | 0.04% +0.041 pp | 0.00% +0.001 pp | USD17.30 +0.0% | 5 qtrs — |
| 85 | QUANTINNO CAPITAL MANAGEMENT LP | 24.2K +2.6K (+12.0%) | 419.1K -42.1K (-9.1%) | 0.04% +0.002 pp | 0.00% 0.000 pp | USD20.89 -17.2% | 2 qtrs — |
| 86 | MARTINGALE ASSET MANAGEMENT L P | 23.0K -36.1K (-61.1%) | 397.9K -861.4K (-68.4%) | 0.03% -0.060 pp | 0.01% -0.022 pp | USD12.91 +34.0% | 14 qtrs — |
| 87 | JANUS HENDERSON GROUP PLC | 22.6K +— (+0.0%) | 391.2K -90.6K (-18.8%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD12.75 +35.7% | 13 qtrs — |
| 88 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 21.5K +19.0K (+752.4%) | 371.0K +318.0K (+600.0%) | 0.03% +0.030 pp | 0.00% +0.003 pp | USD17.77 -2.6% | 2 qtrs — |
| 89 | ROYAL BANK OF CANADA | 21.3K -62.3K (-74.5%) | 369.0K -1.4M (-79.3%) | 0.03% -0.099 pp | 0.00% 0.000 pp | USD20.77 -16.7% | 19 qtrs — |
| 90 | SG AMERICAS SECURITIES, LLC | 18.7K +9.5K (+104.3%) | 323.0K +128.0K (+65.6%) | 0.03% +0.015 pp | 0.00% 0.000 pp | USD18.39 -5.9% | 6 qtrs — |
| 91 | ARIZONA STATE RETIREMENT SYSTEM | 17.8K -48.0 (-0.3%) | 307.4K -72.4K (-19.1%) | 0.03% 0.000 pp | 0.00% 0.000 pp | USD10.62 +62.9% | 15 qtrs — |
| 92 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 16.9K +— (+0.0%) | 292.2K -67.9K (-18.9%) | 0.03% -0.002 pp | 0.00% -0.001 pp | USD22.80 -24.1% | 5 qtrs — |
| 93 | COMERICA BANK | 16.6K +15.7K (+1,794.1%) | 286.4K +267.7K (+1,436.9%) | 0.03% +0.025 pp | 0.00% +0.001 pp | USD17.24 +0.3% | 10 qtrs — |
| 94 | ATOMI FINANCIAL GROUP, INC. | 16.2K +4.0 (+0.0%) | 280.7K -65.1K (-18.8%) | 0.02% -0.002 pp | 0.01% -0.003 pp | USD18.40 -6.0% | 4 qtrs — |
| 95 | MARINER, LLC | 16.2K -328.0 (-2.0%) | 280.7K -72.2K (-20.5%) | 0.02% -0.002 pp | 0.00% 0.000 pp | USD9.96 +73.7% | 13 qtrs — |
| 96 | ENGINEERS GATE MANAGER LP | 16.1K -8.6K (-34.9%) | 278.5K -248.5K (-47.1%) | 0.02% -0.015 pp | 0.00% -0.003 pp | USD21.32 -18.9% | 2 qtrs — |
| 97 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 15.8K -4.7K (-23.0%) | 272.9K -164.1K (-37.6%) | 0.03% -0.008 pp | 0.00% 0.000 pp | USD16.32 +6.0% | 17 qtrs — |
| 98 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 15.1K -29.3K (-66.0%) | 261.9K -686.6K (-72.4%) | 0.02% -0.047 pp | 0.00% -0.001 pp | USD18.59 -6.9% | 4 qtrs — |
| 99 | KLP KAPITALFORVALTNING AS | 14.2K +— (+0.0%) | 245.7K -57.1K (-18.9%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD22.66 -23.7% | 5 qtrs — |
| 100 | BNP PARIBAS ARBITRAGE, SNC | 14.1K -25.0K (-64.0%) | 243.2K -588.8K (-70.8%) | 0.02% -0.040 pp | 0.00% 0.000 pp | USD19.76 -12.4% | 5 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 80 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Capital Markets ETF KCE | 1.55% | 6.96M | 0.35% |
| 2 | Goldman Sachs Small Cap Equity ETF GSC | 0.82% | 2.37M | 0.80% |
| 3 | Acuitas Small Cap Active ETF AIMS | 0.47% | 351.7K | 0.75% |
| 4 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.10% | 88.6K | 0.89% |
| 5 | iShares U.S. Broker-Dealers & Securities Exchanges ETF IAI | 0.09% | 1.33M | 0.38% |
| 6 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.08% | 232.1K | 0.39% |
| 7 | iShares Russell 2000 Growth ETF IWO | 0.06% | 9.69M | 0.24% |
| 8 | Vanguard Russell 2000 Growth ETF VTWG | 0.06% | 1.05M | 0.06% |
| 9 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.05% | 1.06M | 0.38% |
| 10 | WisdomTree U.S. SmallCap Fund EES | 0.04% | 287.5K | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.54
Neutral
Ratio by volume
1.07
Neutral
Buys
7
Sells
13
Shares acquired
968.0K
Shares disposed
904.4K
Cash buys
—
Cash sales
—
Net activity
+63,653
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-05 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 15,301 | 18.64 | 285.2K | 189,643 | D | ↗ |
| 2026-03-05 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 1,609 | 18.64 | 30.0K | 124,163 | D | ↗ |
| 2026-03-03 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 215,000 | 0.00 | — | 21,924,506 | D | ↗ |
| 2026-02-28 | STEEL ROBERT K | Director | M-Exempt | A | Class A Common Stock | 30,000 | 0.00 | — | 204,944 | D | ↗ |
| 2026-02-28 | Gottschalk Alexandra | Officer | M-Exempt | A | Class A Common Stock | 4,000 | 0.00 | — | 125,772 | D | ↗ |
| 2026-02-24 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 11,844 | 19.35 | 229.2K | 1,954,900 | D | ↗ |
| 2026-02-24 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 3,093 | 19.35 | 59.8K | 174,944 | D | ↗ |
| 2026-02-24 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 1,633 | 19.35 | 31.6K | 121,772 | D | ↗ |
| 2026-02-24 | Bednar Andrew | Director / Officer | M-Exempt | D | Performance-Based Stock Units | 474,850 | 0.00 | — | 525,150 | D | ↗ |
| 2026-02-24 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 16,052 | 19.35 | 310.6K | 410,488 | D | ↗ |
| 2026-02-18 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 16,824 | 20.79 | 349.8K | 178,037 | D | ↗ |
| 2026-02-18 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 3,975 | 20.79 | 82.6K | 123,405 | D | ↗ |
| 2026-02-18 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 62,945 | 20.79 | 1.31M | 837,697 | D | ↗ |
| 2026-02-18 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 48,546 | 20.79 | 1.01M | 426,540 | D | ↗ |
| 2026-02-13 | STEEL ROBERT K | Director | A-Award | A | Class A Common Stock | 96,089 | 0.00 | — | 194,861 | D | ↗ |
| 2026-02-13 | Gottschalk Alexandra | Officer | A-Award | A | Class A Common Stock | 32,243 | 0.00 | — | 127,380 | D | ↗ |
| 2026-02-13 | Bednar Andrew | Director / Officer | A-Award | A | Class A Common Stock | 224,206 | 0.00 | — | 900,642 | D | ↗ |
| 2026-02-13 | Becker Dietrich | Director / Officer | A-Award | A | Class A Common Stock | 106,617 | 0.00 | — | 475,086 | D | ↗ |
| 2025-11-17 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 1,319,000 | 0.00 | — | 22,139,506 | D | ↗ |
| 2025-09-11 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 69,845 | 22.42 | 1.57M | 98,772 | D | ↗ |
| 2025-09-10 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 51,505 | 21.85 | 1.13M | 168,617 | D | ↗ |
| 2025-09-09 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 90,532 | 21.76 | 1.97M | 220,122 | D | ↗ |
| 2025-09-02 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 15,315 | 22.13 | 338.9K | 113,457 | D | ↗ |
| 2025-09-02 | Perella Weinberg Partners | Officer | F-InKind | D | Class A Common Stock | 1,630 | 22.13 | 36.1K | 95,137 | D | ↗ |
| 2025-09-02 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 1,498,883 | 0.00 | — | 23,458,506 | D | ↗ |
| 2025-08-31 | STEEL ROBERT K | Director | M-Exempt | A | Class A Common Stock | 30,000 | 0.00 | — | 128,772 | D | ↗ |
| 2025-08-31 | Perella Weinberg Partners | Officer | M-Exempt | D | Performance-Based Stock Units | 4,000 | 0.00 | — | 8,000 | D | ↗ |
| 2025-08-08 | Dabboussi Houda | Director | A-Award | A | Class A Common Stock | 2,281 | 0.00 | — | 2,281 | D | ↗ |
| 2025-08-08 | Bennett Roy Edwin | Director | A-Award | A | Class A Common Stock | 2,281 | 0.00 | — | 2,281 | D | ↗ |
| 2025-08-08 | Becker Dietrich | Director / Officer | S-Sale | D | Class A Common Stock | 177,553 | 22.20 | 3.94M | 368,469 | D | ↗ |
| 2025-07-30 | Dabboussi Houda | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-30 | Bennett Roy Edwin | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-11 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 28,214 | 18.75 | 529.0K | 98,772 | D | ↗ |
| 2025-06-02 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 60,092 | 17.30 | 1.04M | 126,986 | D | ↗ |
| 2025-05-30 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 62,997 | 17.45 | 1.10M | 187,078 | D | ↗ |
| 2025-05-29 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 73,107 | 17.73 | 1.30M | 250,075 | D | ↗ |
| 2025-05-28 | Sherburne Jane Cecile | Director | A-Award | A | Class A Common Stock | 5,652 | 0.00 | — | 46,159 | D | ↗ |
| 2025-05-28 | OLLILA JORMA J | Director | F-InKind | D | Class A Common Stock | 1,915 | 18.02 | 34.5K | 28,353 | D | ↗ |
| 2025-05-28 | MUGFORD KRISTIN W | Director | A-Award | A | Class A Common Stock | 5,652 | 0.00 | — | 44,157 | D | ↗ |
| 2025-05-28 | FASCITELLI ELIZABETH C | Director | A-Award | A | Class A Common Stock | 5,652 | 0.00 | — | 44,157 | D | ↗ |
| 2025-05-16 | STEEL ROBERT K | Director | M-Exempt | D | PWP Holdings LP Common Units | 196,000 | 0.00 | — | 395,083 | D | ↗ |
| 2025-05-16 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 1,233,124 | 0.00 | — | 24,957,390 | D | ↗ |
| 2025-05-01 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 137,621 | 17.20 | 2.37M | 0 | I | ↗ |
| 2025-04-02 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 39,982 | 19.16 | 766.1K | 137,621 | I | ↗ |
| 2025-04-01 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 101,018 | 18.45 | 1.86M | 177,603 | I | ↗ |
| 2025-03-04 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 60,749 | 22.24 | 1.35M | 1,966,744 | D | ↗ |
| 2025-03-04 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 21,162 | 22.24 | 470.6K | 126,986 | D | ↗ |
| 2025-03-04 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 5,175 | 22.24 | 115.1K | 92,767 | D | ↗ |
| 2025-03-04 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 47,967 | 22.24 | 1.07M | 676,436 | D | ↗ |
| 2025-03-04 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 44,044 | 22.24 | 979.5K | 546,022 | D | ↗ |
| 2025-03-03 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 81,870 | 22.57 | 1.85M | 337,751 | I | ↗ |
| 2025-03-03 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 1,270,086 | 0.00 | — | 26,190,514 | D | ↗ |
| 2025-02-28 | STEEL ROBERT K | Director | M-Exempt | A | Class A Common Stock | 30,000 | 0.00 | — | 148,148 | D | ↗ |
| 2025-02-28 | Gottschalk Alexandra | Officer | M-Exempt | D | Performance-Based Stock Units | 4,000 | 0.00 | — | 12,000 | D | ↗ |
| 2025-02-24 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 17,205 | 23.49 | 404.1K | 2,027,493 | D | ↗ |
| 2025-02-24 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 6,999 | 23.49 | 164.4K | 118,148 | D | ↗ |
| 2025-02-24 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 3,488 | 23.49 | 81.9K | 93,942 | D | ↗ |
| 2025-02-24 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 54,143 | 23.49 | 1.27M | 724,403 | D | ↗ |
| 2025-02-24 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 38,119 | 23.49 | 895.4K | 590,066 | D | ↗ |
| 2025-02-14 | STEEL ROBERT K | Director | A-Award | A | Class A Common Stock | 76,398 | 0.00 | — | 125,147 | D | ↗ |
| 2025-02-14 | Gottschalk Alexandra | Officer | A-Award | A | Class A Common Stock | 25,000 | 0.00 | — | 97,430 | D | ↗ |
| 2025-02-14 | Bednar Andrew | Director / Officer | A-Award | A | Class A Common Stock | 152,604 | 0.00 | — | 778,546 | D | ↗ |
| 2025-02-14 | Becker Dietrich | Director / Officer | A-Award | A | Class A Common Stock | 147,779 | 0.00 | — | 628,185 | D | ↗ |
| 2025-02-04 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 45,884 | 25.85 | 1.19M | 419,621 | I | ↗ |
| 2025-02-03 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 95,116 | 24.95 | 2.37M | 465,505 | I | ↗ |
| 2025-01-21 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 70,239 | 25.76 | 1.81M | 2,044,698 | D | ↗ |
| 2025-01-21 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 102,315 | 25.76 | 2.64M | 625,942 | D | ↗ |
| 2025-01-21 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 109,705 | 25.76 | 2.83M | 480,406 | D | ↗ |
| 2025-01-03 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 68,134 | 23.12 | 1.58M | 560,621 | I | ↗ |
| 2025-01-02 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 72,866 | 23.60 | 1.72M | 628,755 | I | ↗ |
| 2024-12-31 | Weinberg Peter A | Director / Officer | M-Exempt | A | Class A Common Stock | 96,442 | 0.00 | — | 2,114,937 | D | ↗ |
| 2024-12-31 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 1,730 | 23.66 | 40.9K | 48,749 | D | ↗ |
| 2024-12-31 | Bednar Andrew | Director / Officer | M-Exempt | D | Performance-Based Stock Units | 137,358 | 0.00 | — | 1,381,036 | D | ↗ |
| 2024-12-31 | Becker Dietrich | Director / Officer | M-Exempt | A | Class A Common Stock | 137,358 | 0.00 | — | 590,111 | D | ↗ |
| 2024-12-10 | STEEL ROBERT K | Director | S-Sale | D | Class A Common Stock | 32,943 | 24.87 | 819.3K | 50,479 | D | ↗ |
| 2024-12-05 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 21,108 | 25.71 | 542.7K | 701,621 | I | ↗ |
| 2024-12-04 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 61,612 | 25.23 | 1.55M | 722,729 | I | ↗ |
| 2024-12-03 | Weinberg Peter A | Director / Officer | S-Sale | D | Class A Common Stock | 58,280 | 25.42 | 1.48M | 784,341 | I | ↗ |
| 2024-11-30 | Weinberg Peter A | Director / Officer | M-Exempt | A | Class A Common Stock | 51,686 | 0.00 | — | 2,018,495 | D | ↗ |
| 2024-11-30 | Bednar Andrew | Director / Officer | M-Exempt | D | Performance-Based Stock Units | 73,613 | 0.00 | — | 1,518,394 | D | ↗ |
| 2024-11-30 | Becker Dietrich | Director / Officer | M-Exempt | D | Performance-Based Stock Units | 73,613 | 0.00 | — | 1,518,394 | D | ↗ |
| 2024-11-18 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 3,723,427 | 0.00 | — | 27,460,600 | D | ↗ |
| 2024-11-12 | Bednar Andrew | Director / Officer | G-Gift | D | Class A Common Stock | 45,992 | 0.00 | — | 520,394 | D | ↗ |
| 2024-11-12 | Becker Dietrich | Director / Officer | S-Sale | D | Class A Common Stock | 442,889 | 24.48 | 10.84M | 379,140 | D | ↗ |
| 2024-10-31 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 34,198 | 20.23 | 691.8K | 1,966,809 | D | ↗ |
| 2024-10-31 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 48,707 | 20.23 | 985.3K | 866,965 | D | ↗ |
| 2024-10-31 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 44,842 | 20.23 | 907.2K | 822,029 | D | ↗ |
| 2024-09-30 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 17,395 | 19.31 | 335.9K | 1,934,017 | D | ↗ |
| 2024-09-30 | Bednar Andrew | Director / Officer | M-Exempt | D | Performance-Based Stock Units | 48,528 | 0.00 | — | 1,687,417 | D | ↗ |
| 2024-09-30 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 22,809 | 19.31 | 440.4K | 771,461 | D | ↗ |
| 2024-09-06 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 997,226 | 0.00 | — | 31,184,027 | — | ↗ |
| 2024-09-03 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 500,875 | 19.55 | 9.79M | 1,917,339 | — | ↗ |
| 2024-09-03 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 15,315 | 19.55 | 299.4K | 83,422 | — | ↗ |
| 2024-09-03 | OLLILA JORMA J | Director | F-InKind | D | Class A Common Stock | 359 | 19.55 | 7.0K | 30,268 | — | ↗ |
| 2024-09-03 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 3,165 | 19.55 | 61.9K | 56,236 | — | ↗ |
| 2024-09-03 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 313,476 | 19.55 | 6.13M | 796,508 | — | ↗ |
| 2024-09-03 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 288,606 | 19.55 | 5.64M | 745,742 | — | ↗ |
| 2024-08-31 | Weinberg Peter A | Director / Officer | M-Exempt | A | Class A Common Stock | 431,145 | 0.00 | — | 2,418,214 | — | ↗ |
| 2024-08-31 | STEEL ROBERT K | Director | M-Exempt | D | Performance-Based Stock Units | 30,000 | 0.00 | — | 120,000 | — | ↗ |
| 2024-08-31 | Gottschalk Alexandra | Officer | M-Exempt | D | Performance-Based Stock Units | 4,000 | 0.00 | — | 16,000 | — | ↗ |
| 2024-08-31 | Bednar Andrew | Director / Officer | M-Exempt | D | Performance-Based Stock Units | 614,055 | 0.00 | — | 1,735,945 | — | ↗ |
| 2024-08-31 | Becker Dietrich | Director / Officer | M-Exempt | D | Performance-Based Stock Units | 614,055 | 0.00 | — | 1,735,945 | — | ↗ |
| 2024-05-22 | Sherburne Jane Cecile | Director | A-Award | A | Class A Common Stock | 6,383 | 0.00 | — | 40,507 | — | ↗ |
| 2024-05-22 | OLLILA JORMA J | Director | F-InKind | D | Class A Common Stock | 3,359 | 0.00 | — | 30,627 | — | ↗ |
| 2024-05-22 | MUGFORD KRISTIN W | Director | A-Award | A | Class A Common Stock | 6,383 | 0.00 | — | 38,505 | — | ↗ |
| 2024-05-22 | FASCITELLI ELIZABETH C | Director | A-Award | A | Class A Common Stock | 6,383 | 0.00 | — | 38,505 | — | ↗ |
| 2024-05-16 | STEEL ROBERT K | Director | D-Return | D | Class A Common Stock | 394 | 15.17 | 6.0K | 68,737 | — | ↗ |
| 2024-05-16 | PWP VoteCo Professionals LP | Director | D-Return | D | Class B-1 Common Stock | 59,040 | 0.00 | — | 33,465,470 | — | ↗ |
| 2024-05-06 | PWP VoteCo Professionals LP | Director | D-Return | D | Class B-1 Common Stock | 6,149,211 | 0.00 | — | 33,524,510 | — | ↗ |
| 2024-03-04 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 56,048 | 13.54 | 758.9K | 1,987,069 | — | ↗ |
| 2024-03-04 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 6,424 | 13.54 | 87.0K | 68,737 | — | ↗ |
| 2024-03-04 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 2,200 | 13.54 | 29.8K | 55,401 | — | ↗ |
| 2024-03-04 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 47,967 | 13.54 | 649.5K | 495,929 | — | ↗ |
| 2024-03-04 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 44,044 | 13.54 | 596.4K | 420,293 | — | ↗ |
| 2024-03-01 | PWP VoteCo Professionals LP | Director | J-Other | D | Class B-1 Common Stock | 793,354 | 0.00 | — | 39,673,721 | — | ↗ |
| 2024-02-26 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 15,809 | 12.97 | 205.0K | 2,043,117 | — | ↗ |
| 2024-02-26 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 2,609 | 12.97 | 33.8K | 75,161 | — | ↗ |
| 2024-02-26 | Gottschalk Alexandra | Officer | F-InKind | D | Class A Common Stock | 1,041 | 12.97 | 13.5K | 57,601 | — | ↗ |
| 2024-02-26 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 17,318 | 12.97 | 224.6K | 543,896 | — | ↗ |
| 2024-02-26 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 16,059 | 12.97 | 208.3K | 464,337 | — | ↗ |
| 2024-02-15 | STEEL ROBERT K | Director | A-Award | A | Class A Common Stock | 25,164 | 0.00 | — | 77,770 | — | ↗ |
| 2024-02-15 | Gottschalk Alexandra | Officer | A-Award | A | Class A Common Stock | 13,359 | 0.00 | — | 58,642 | — | ↗ |
| 2024-02-15 | Bednar Andrew | Director / Officer | A-Award | A | Class A Common Stock | 225,536 | 0.00 | — | 561,214 | — | ↗ |
| 2024-02-15 | Becker Dietrich | Director / Officer | A-Award | A | Class A Common Stock | 140,809 | 0.00 | — | 480,396 | — | ↗ |
| 2023-12-31 | PWP VoteCo Professionals LP | Director | — | D | Class B-1 Common Stock | 40,467 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | PWP Professional Partners LP | Director | J-Other | D | Class B-1 Common Stock | 40,467,075 | 0.00 | — | 0 | — | ↗ |
| 2023-12-29 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 3,895 | 12.44 | 48.5K | 2,114,937 | D | ↗ |
| 2023-12-29 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 702 | 12.44 | 8.7K | 50,479 | D | ↗ |
| 2023-12-14 | Shendelman Vladimir | Officer | S-Sale | D | Class A Common Stock | 7,722 | 12.46 | 96.2K | 67,341 | — | ↗ |
| 2023-12-01 | Weinberg Peter A | Director / Officer | M-Exempt | D | Class B-2 Common Stock | 841,780 | 0.00 | — | 0 | — | ↗ |
| 2023-12-01 | PWP Professional Partners LP | Director | J-Other | D | Class B-1 Common Stock | 448,897 | 0.00 | — | 40,467,075 | — | ↗ |
| 2023-09-05 | PWP Professional Partners LP | Director | J-Other | D | PWP Holdings LP Common Units | 898,000 | 0.00 | — | 40,915,971 | — | ↗ |
| 2023-08-31 | OLLILA JORMA J | Director | F-InKind | D | Class A Common Stock | 358 | 10.53 | 3.8K | 27,603 | — | ↗ |
| 2023-08-31 | Gottschalk Alexandra | Director / Officer | F-InKind | D | Class A Common Stock | 934 | 10.53 | 9.8K | 45,283 | — | ↗ |
| 2023-08-02 | Weinberg Peter A | Director / Officer | A-Award | A | Class A Common Stock | 1,650,000 | 0.00 | — | 2,058,926 | — | ↗ |
| 2023-05-24 | Sherburne Jane Cecile | Director | A-Award | A | Class A Common Stock | 11,195 | 0.00 | — | 34,124 | — | ↗ |
| 2023-05-24 | OLLILA JORMA J | Director | A-Award | A | Class A Common Stock | 11,195 | 0.00 | — | 31,997 | — | ↗ |
| 2023-05-24 | MUGFORD KRISTIN W | Director | A-Award | A | Class A Common Stock | 11,195 | 0.00 | — | 32,122 | — | ↗ |
| 2023-05-24 | FASCITELLI ELIZABETH C | Director | A-Award | A | Class A Common Stock | 11,195 | 0.00 | — | 32,122 | — | ↗ |
| 2023-03-14 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 13,409 | 9.08 | 121.8K | 524,873 | — | ↗ |
| 2023-03-10 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 6,667 | 9.06 | 60.4K | 538,282 | — | ↗ |
| 2023-03-09 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 784 | 9.75 | 7.6K | 544,949 | — | ↗ |
| 2023-03-04 | Weinberg Peter A | Director / Officer | F-InKind | D | Class A Common Stock | 57,953 | 10.13 | 587.1K | 408,926 | — | ↗ |
| 2023-03-04 | Shendelman Vladimir | Officer | F-InKind | D | Class A Common Stock | 9,555 | 10.13 | 96.8K | 75,063 | — | ↗ |
| 2023-03-04 | STEEL ROBERT K | Director | F-InKind | D | Class A Common Stock | 4,241 | 10.13 | 43.0K | 53,308 | — | ↗ |
| 2023-03-04 | Gottschalk Alexandra | Director / Officer | F-InKind | D | Class A Common Stock | 2,089 | 10.13 | 21.2K | 46,217 | — | ↗ |
| 2023-03-04 | Bednar Andrew | Director / Officer | F-InKind | D | Class A Common Stock | 47,967 | 10.13 | 485.9K | 335,678 | — | ↗ |
| 2023-03-04 | Becker Dietrich | Director / Officer | F-InKind | D | Class A Common Stock | 44,044 | 10.13 | 446.2K | 339,587 | — | ↗ |
| 2023-03-04 | Barancik Gary | Officer | F-InKind | D | Class A Common Stock | 10,806 | 10.13 | 109.5K | 115,663 | — | ↗ |
| 2023-03-01 | PWP Professional Partners LP | Director | J-Other | D | PWP Holdings LP Common Units | 785,862 | 0.00 | — | 41,813,971 | — | ↗ |
| 2023-03-01 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 11,725 | 10.01 | 117.4K | 545,733 | — | ↗ |
| 2023-02-28 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 11,433 | 10.22 | 116.8K | 557,458 | — | ↗ |
| 2023-02-27 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 5,057 | 10.20 | 51.6K | 568,891 | — | ↗ |
| 2023-02-24 | Weinberg Peter A | Director / Officer | A-Award | A | Class A Common Stock | 109,883 | 0.00 | — | 466,879 | — | ↗ |
| 2023-02-24 | Shendelman Vladimir | Officer | A-Award | A | Class A Common Stock | 32,787 | 0.00 | — | 84,618 | — | ↗ |
| 2023-02-24 | STEEL ROBERT K | Director | A-Award | A | Class A Common Stock | 19,802 | 0.00 | — | 57,549 | — | ↗ |
| 2023-02-24 | Gottschalk Alexandra | Director / Officer | A-Award | A | Class A Common Stock | 12,011 | 0.00 | — | 48,306 | — | ↗ |
| 2023-02-24 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 13,333 | 10.15 | 135.3K | 573,948 | — | ↗ |
| 2023-02-24 | Bednar Andrew | Director / Officer | A-Award | A | Class A Common Stock | 101,767 | 0.00 | — | 383,645 | — | ↗ |
| 2023-02-24 | Becker Dietrich | Director / Officer | A-Award | A | Class A Common Stock | 102,501 | 0.00 | — | 383,631 | — | ↗ |
| 2023-02-24 | Barancik Gary | Officer | A-Award | A | Class A Common Stock | 65,248 | 0.00 | — | 126,469 | — | ↗ |
| 2023-02-23 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 447 | 10.54 | 4.7K | 587,281 | — | ↗ |
| 2023-02-22 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 8,143 | 10.60 | 86.3K | 587,728 | — | ↗ |
| 2023-02-21 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 5,484 | 10.73 | 58.8K | 595,871 | — | ↗ |
| 2023-02-17 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 83,334 | 10.89 | 907.5K | 601,355 | — | ↗ |
| 2023-02-16 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 23,333 | 10.93 | 255.0K | 684,689 | — | ↗ |
| 2023-02-15 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 14,245 | 11.12 | 158.4K | 708,022 | — | ↗ |
| 2022-12-14 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 14,998 | 9.53 | 142.9K | 722,267 | — | ↗ |
| 2022-12-13 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 10,002 | 9.67 | 96.7K | 737,265 | — | ↗ |
| 2022-12-01 | PWP Professional Partners LP | Director | J-Other | D | PWP Holdings LP Common Units | 362,000 | 0.00 | — | 42,599,833 | — | ↗ |
| 2022-11-10 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 17,374 | 8.60 | 149.4K | 747,267 | — | ↗ |
| 2022-11-09 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 7,626 | 8.30 | 63.3K | 764,641 | — | ↗ |
| 2022-09-06 | PWP Professional Partners LP | Director | J-Other | D | Class B-1 Common Stock | 764,111 | 0.00 | — | 42,961,833 | — | ↗ |
| 2022-08-31 | OLLILA JORMA J | Director | F-InKind | D | Class A Common Stock | 358 | 7.23 | 2.6K | 22,571 | — | ↗ |
| 2022-08-31 | Gottschalk Alexandra | Director / Officer | F-InKind | D | Class A Common Stock | 934 | 7.23 | 6.8K | 36,295 | — | ↗ |
| 2022-08-26 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 100 | 7.76 | 776.00 | 772,267 | — | ↗ |
| 2022-08-24 | COHEN DANIEL G | Director | S-Sale | D | Class A Common Stock | 4,814 | 7.78 | 37.5K | 772,367 | — | ↗ |
| 2022-05-31 | PWP Professional Partners LP | Director | J-Other | D | Class B-1 Common Stock | 628,965 | 0.00 | — | 43,725,944 | — | ↗ |
| 2022-05-24 | Sherburne Jane Cecile | Director | A-Award | A | Class A Common Stock | 13,453 | 0.00 | — | 22,929 | — | ↗ |
| 2022-05-24 | SEIDENBERG IVAN G | Director | A-Award | A | Class A Common Stock | 13,453 | 0.00 | — | 22,929 | — | ↗ |
| 2022-05-24 | OLLILA JORMA J | Director | A-Award | A | Class A Common Stock | 13,453 | 0.00 | — | 22,929 | — | ↗ |
| 2022-05-24 | MUGFORD KRISTIN W | Director | A-Award | A | Class A Common Stock | 13,453 | 0.00 | — | 20,927 | — | ↗ |
| 2022-05-24 | FASCITELLI ELIZABETH C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-24 | COHEN DANIEL G | Director | A-Award | A | Class A Common Stock | 13,453 | 0.00 | — | 80,852 | — | ↗ |
| 2022-03-04 | Weinberg Peter A | Officer | A-Award | A | Class A Common Stock | 356,996 | 0.00 | — | 356,996 | — | ↗ |
| 2022-03-04 | Shendelman Vladimir | Officer | A-Award | A | Class A Common Stock | 51,831 | 0.00 | — | 51,831 | — | ↗ |
| 2022-03-04 | STEEL ROBERT K | Director | A-Award | A | Class A Common Stock | 37,747 | 0.00 | — | 37,747 | — | ↗ |
| 2022-03-04 | Gottschalk Alexandra | Officer | A-Award | A | Class A Common Stock | 25,729 | 0.00 | — | 37,229 | — | ↗ |
| 2022-03-04 | Bednar Andrew | Officer | A-Award | A | Class A Common Stock | 281,878 | 0.00 | — | 281,878 | — | ↗ |
| 2022-03-04 | Becker Dietrich | Officer | A-Award | A | Class A Common Stock | 281,130 | 0.00 | — | 281,130 | — | ↗ |
| 2022-03-04 | Barancik Gary | Officer | A-Award | A | Class A Common Stock | 61,221 | 0.00 | — | 61,221 | — | ↗ |
| 2022-01-21 | PWP Professional Partners LP | Director | J-Other | D | Class B-1 Common Stock | 1,253,931 | 0.00 | — | 44,354,909 | — | ↗ |
| 2022-01-07 | Cohen Sponsor Interests IV, LLC | 10% Owner | J-Other | D | Warrants | 203,333 | 11.50 | 2.34M | 0 | — | ↗ |
| 2022-01-07 | COHEN DANIEL G | Director | J-Other | A | Class A Common Stock | 647,530 | 0.00 | — | 781,132 | — | ↗ |
| 2021-08-31 | Weinberg Peter A | Director / Officer | A-Award | A | Performance-Based Stock Units | 3,300,000 | 0.00 | — | 3,300,000 | — | ↗ |
| 2021-08-31 | Sherburne Jane Cecile | Director | A-Award | A | Class A Common Stock | 3,580 | 0.00 | — | 3,580 | — | ↗ |
| 2021-08-31 | Shendelman Vladimir | Officer | A-Award | A | Performance-Based Stock Units | 50,000 | 0.00 | — | 50,000 | — | ↗ |
| 2021-08-31 | STEEL ROBERT K | Director | A-Award | A | Performance-Based Stock Units | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2021-08-31 | SEIDENBERG IVAN G | Director | A-Award | A | Class A Common Stock | 3,580 | 0.00 | — | 3,580 | — | ↗ |
| 2021-08-31 | OLLILA JORMA J | Director | A-Award | A | Class A Common Stock | 5,490 | 0.00 | — | 9,070 | — | ↗ |
Executive team
Top executives
EBIT / Employee
73.6K
Shares Outstanding
64.21M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Andrew Bednar Chief Executive Officer | 500.0K | — | — | — | 6.25M | — | 6.75M | 0.00% | ↗ |
| 2 | 2025 | Dietrich Becker President | 507.2K | — | — | — | 4.99M | — | 5.50M | 0.00% | ↗ |
| 3 | 2025 | Alexandra Gottschalk Chief Financial Officer | 500.0K | — | — | — | 2.00M | — | 2.50M | 0.00% | ↗ |
| 4 | 2025 | Peter A. Weinberg Chairman | 500.0K | — | — | — | — | — | 500.0K | 0.00% | ↗ |
| 5 | 2024 | Andrew Bednar Chief Executive Officer | 500.0K | — | — | — | 26.50M | — | 27.00M | 0.00% | ↗ |
| 6 | 2024 | Dietrich Becker President | 491.9K | — | — | — | 8.26M | — | 8.75M | 0.00% | ↗ |
| 7 | 2024 | Alexandra Gottschalk Chief Financial Officer | 500.0K | — | — | — | 1.60M | — | 2.10M | 0.00% | ↗ |
| 8 | 2024 | Peter A. Weinberg Chairman | 500.0K | — | — | — | 1.50M | — | 2.00M | 0.00% | ↗ |
| 9 | 2023 | Andrew Bednar, Chief Executive Officer | 500.0K | 5.88M | — | — | 6.02M | 10.5K | 12.40M | 0.00% | ↗ |
| 10 | 2023 | Peter A. Weinberg, Chairman | 500.0K | 1.12M | — | — | 10.25M | 10.5K | 11.87M | 0.00% | ↗ |
| 11 | 2023 | Andrew Bednar Chief Executive Officer | 500.0K | — | — | — | 7.75M | — | 8.25M | 0.00% | ↗ |
| 12 | 2023 | Dietrich Becker President | 478.6K | — | — | — | 5.02M | — | 5.50M | 0.00% | ↗ |
| 13 | 2023 | Dietrich Becker, President | 478.6K | 4.25M | — | — | — | 17.6K | 4.75M | 0.00% | ↗ |
| 14 | 2023 | Peter A. Weinberg Chairman | 500.0K | — | — | — | — | — | 500.0K | 0.00% | ↗ |
| 15 | 2022 | Peter A. Weinberg, Chairman | 500.0K | 6.25M | — | — | — | 10.5K | 6.76M | 0.00% | ↗ |
| 16 | 2022 | Peter A. Weinberg, Chairman and Chief Executive Officer | 500.0K | 6.25M | 3.56M | — | — | 10.5K | 6.76M | 52.63% | ↗ |
| 17 | 2022 | Andrew Bednar, Co-President | 500.0K | 5.34M | 2.81M | — | — | 10.5K | 5.85M | 48.03% | ↗ |
| 18 | 2022 | Andrew Bednar, Chief Executive Officer | 500.0K | 5.34M | — | — | — | 10.5K | 5.85M | 0.00% | ↗ |
| 19 | 2022 | Dietrich Becker, Co-President | 474.4K | 5.34M | 2.80M | — | — | 19.0K | 5.84M | 47.98% | ↗ |
| 20 | 2022 | Dietrich Becker, President | 474.4K | 5.34M | — | — | — | 19.0K | 5.84M | 0.00% | ↗ |
| 21 | 2022 | Peter A. Weinberg Chairman | 500.0K | — | — | — | 3.88M | — | 4.38M | 0.00% | ↗ |
| 22 | 2022 | Andrew Bednar Chief Executive Officer | 500.0K | — | — | — | 3.63M | — | 4.13M | 0.00% | ↗ |
| 23 | 2022 | Dietrich Becker President | 474.4K | — | — | — | 3.65M | — | 4.12M | 0.00% | ↗ |
| 24 | 2021 | Peter A. Weinberg, Chairman and Chief Executive Officer | 500.0K | 15.70M | 57.82M | — | 31.52M | 10.5K | 74.03M | 78.11% | ↗ |
| 25 | 2021 | Peter A. Weinberg, Chief Executive Officer | 500.0K | 15.70M | 55.55M | — | 29.25M | 10.5K | 71.76M | 77.41% | ↗ |
| 26 | 2021 | Dietrich Becker, Co-President | 529.5K | 12.47M | 42.84M | — | 22.45M | 21.2K | 55.86M | 76.70% | ↗ |
| 27 | 2021 | Andrew Bednar, Co-President | 500.0K | 12.50M | 41.03M | — | 22.45M | 10.5K | 54.04M | 75.93% | ↗ |
| 28 | 2020 | Andrew Bednar, Co-President | 500.0K | 7.50M | 349.3K | — | — | 8.6K | 8.36M | 4.18% | ↗ |
| 29 | 2020 | Dietrich Becker, Co-President | 493.7K | 5.51M | 256.9K | — | — | 19.7K | 6.28M | 4.09% | ↗ |
| 30 | 2020 | Peter A. Weinberg, Chief Executive Officer | 500.0K | 4.50M | 513.7K | — | — | 8.6K | 5.52M | 9.30% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Dietrich Becker | Partner of London, President & Director | 3M | male |
| Andrew Bednar | Chief Executive Officer, Partner of New York & Director | 2M | male |
| Peter Amory Weinberg | Co-Founder, Founding Partner & Chairman | 510.5K | male |
| Michael Grace | Partner of Advisory - New York | — | male |
| Michele Abrams | Managing Director | — | female |
| Saahil Sajnani | Managing Director of New York | — | male |
| Taylor Reinhardt | Executive Director & Head of Investor Relations | — | female |
| Titus W. Leung | Partner for Advisory Business - New York | — | male |
| Christopher Blake | Partner of Healthcare Group | — | male |
| Daniel Avrutsky | Partner | — | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for PWP
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
