Key facts
- This page summarizes Joseph R. Perella's Form 4 filing for Perella Weinberg Partners (PWP).
- 2 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 28 Jun 2021, 21:17.
Joseph R. Perella - 24 Jun 2021 Form 4 Insider Report for Perella Weinberg Partners (PWP)
- Reporting relationship
- Director
- Issuer ticker
- PWP
- Reported as of
- 24 Jun 2021
- Net transaction value
- $0
- Reporting owner signature
- /s/ Mark Polemeni, as Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
3 source fields
Reporting owner
1 detail
Key filing fact
Joseph R. Perella filed Form 4 for Perella Weinberg Partners (PWP) on 28 Jun 2021.
Change
- No earlier filing in this sequence is available for direct comparison.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PWP
transaction
Derivative
Class B-1 Common Stock
Award
- Transaction value
- $0
- Shares
- +4,053,967
- Change %
- Price
- $0.000000
- Shares after
- 4,053,967
- Date
- 24 Jun 2021
- Ownership
- PWP Professional Partners LP
- Underlying class
- Class A Common Stock
- Underlying amount
- 4,054
- Exercise price
- Footnotes
- F1, F2
PWP
transaction
Derivative
PWP Holdings LP Common Units
Award
- Transaction value
- $0
- Shares
- +4,053,967
- Change %
- Price
- $0.000000
- Shares after
- 4,053,967
- Date
- 24 Jun 2021
- Ownership
- PWP Professional Partners LP
- Underlying class
- Class A Common Stock
- Underlying amount
- 4,053,967
- Exercise price
- Footnotes
- F2, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Concurrently with an exchange of PWP Holdings LP Common Units (which represent Class A partnership units of PWP Holdings LP) ("PWP OpCo Units") for shares of Class A common stock ("Class A Shares") or cash by a PWP Holdings LP unitholder ("Unitholder") who also holds shares of Class B-1 common stock ("Class B-1 Shares"), such Unitholder will be required to surrender to the Issuer a number of Class B-1 Shares equal to the number of PWP OpCo Units exchanged, and such Class B-1 Shares will be converted into Class A Shares or, at the option of the Issuer, for an equivalent amount of cash, which will be delivered to such Unitholder at a conversion rate of 0.001 Class A Share for one Class B-1 Share.
Footnote F2
The Reporting Person disclaims beneficial ownership of the securities held by PWP Professional Partners LP, except to the extent of his pecuniary interest therein.
Footnote F3
Subject to certain lock-up periods, PWP OpCo Units, upon the surrender of an equal number of Class B-1 Shares, may be exchanged for Class A Shares on a one-for-one basis or, at the option of the Issuer, for an equivalent amount of cash. PWP OpCo Units do not expire.