Robert K. Steel - 18 May 2026 Form 4 Insider Report for Perella Weinberg Partners (PWP)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
20 May 2026, 20:03:47 UTC
Prior SEC filing
09 Mar 2026
Next SEC filing
16 Jun 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Justin Kamen, as Attorney-in-Fact

Key filing fact

Robert K. Steel filed Form 4 for Perella Weinberg Partners (PWP) on 20 May 2026.

Key facts

  • This page summarizes Robert K. Steel's Form 4 filing for Perella Weinberg Partners (PWP).
  • 5 reported transactions and 2 derivative rows are listed below.
  • Accepted by SEC: 20 May 2026, 20:03.

Change

  • Previous filing in this sequence was filed on 09 Mar 2026.
  • 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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001180592 Primary reporting owner

STEEL ROBERT K

Relationship
Director
Address
767 FIFTH AVENUE, NEW YORK
Signature
/s/ Justin Kamen, as Attorney-in-Fact
Signature date
20 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

PWP transaction

Class A Common Stock

Options Exercise

Transaction value
Shares
+198,083
Change %
+104%
Price
$0.000000*
Shares after
387,726
Date
18 May 2026
Ownership
Direct
Footnotes
F1
PWP transaction

Class A Common Stock

Options Exercise

Transaction value
Shares
+198
Change %
+0.05%
Price
$0.000000*
Shares after
387,924
Date
18 May 2026
Ownership
Direct
Footnotes
F1
PWP transaction

Class A Common Stock

Disposed to Issuer

Transaction value
Shares
-2
Change %
-0%
Price
$18.37*
Shares after
387,922
Date
18 May 2026
Ownership
Direct
Footnotes
F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

PWP transaction Derivative

Class B-1 Common Stock

Options Exercise

Transaction value
Shares
-198,083
Change %
-100%
Price
$0.0200*
Shares after
0
Date
18 May 2026
Ownership
PWP VoteCo Professionals LP
Underlying class
Class A Common Stock
Underlying amount
198
Exercise price
Footnotes
F1, F3
PWP transaction Derivative

PWP Holdings LP Common Units

Options Exercise

Transaction value
Shares
-198,083
Change %
-100%
Price
$18.37*
Shares after
0
Date
18 May 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
198,083
Exercise price
Footnotes
F1, F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Reflects an exchange of PWP OpCo Units (as defined below) for an equal number of Class A Shares (as defined below). In connection with the exchange, an equal number of Class B-1 Shares (as defined below) were surrendered to the Issuer and converted into Class A Shares at a conversion rate of 0.001 Class A Share for one Class B Share.

Footnote F2

Reflects the settlement of the exchange of PWP OpCo Units and Class B-1 Shares, as applicable, for cash.

Footnote F3

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 F4

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.

SEC remarks

The PWP OpCo Units and Class B Shares reported herein were previously held directly by PWP Professional Partners LP ("Professional Partners"). Professional Partners was an aggregator partnership through which certain partners held interests in PWP Holdings LP ("PWP OpCo"), the entity through which the Issuer holds its advisory business. On December 31, 2023, as part of an internal reorganization and in accordance with Section 17-220 of the Delaware Revised Uniform Limited Partnership Act (the "Act"), Professional Partners was divided into: (i) PWP VoteCo Professionals LP ("VoteCo Professionals"), (ii) PWP AdCo Professionals LP ("AdCo Professionals") and (iii) Professional Partners, which was the "surviving partnership" under the Act (the "Division"). Professional Partners changed its name to PWP AmCo Professionals LP in connection with the Division. In the Division, (i) Class B-1 Shares previously held by Professional Partners were allocated to VoteCo Professionals, and (ii) PWP OpCo Units previously held by Professional Partners were allocated to AdCo Professionals. On April 1, 2024, as part of this internal reorganization, AdCo Professionals merged with and into PWP OpCo (the "Merger"). This Division and Merger did not involve any purchase or sale of Issuer securities or change in pecuniary interest by the reporting person.

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