Key facts
- This page summarizes Alexandra Gottschalk's Form 4 filing for Perella Weinberg Partners (PWP).
- 7 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 20 May 2026, 20:04.
Alexandra Gottschalk - 18 May 2026 Form 4 Insider Report for Perella Weinberg Partners (PWP)
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- PWP
- Reported as of
- 18 May 2026
- Net transaction value
- -$1,014,547
- SEC form
- 4
- Accepted by SEC
- 20 May 2026, 20:04:32 UTC
- Prior SEC filing
- 07 May 2026
- Next SEC filing
- 02 Sep 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Justin Kamen, Authorized Person
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Alexandra Gottschalk filed Form 4 for Perella Weinberg Partners (PWP) on 20 May 2026.
Change
- Previous filing in this sequence was filed on 07 May 2026.
- Current net transaction value: -$1,014,547.
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.
Reporting Owners (1)
CIK 0001867701
Primary reporting owner
Gottschalk Alexandra
- Relationship
- Chief Financial Officer
- Address
- 767 FIFTH AVENUE, NEW YORK
- Signature
- /s/ Justin Kamen, Authorized Person
- 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
- +57,749
- Change %
- +80%
- Price
- $0.000000*
- Shares after
- 130,241
- Date
- 18 May 2026
- Ownership
- Direct
- Footnotes
- F1
PWP
transaction
Class A Common Stock
Options Exercise
- Transaction value
- Shares
- +58
- Change %
- +0.04%
- Price
- $0.000000*
- Shares after
- 130,299
- Date
- 18 May 2026
- Ownership
- Direct
- Footnotes
- F1
PWP
transaction
Class A Common Stock
Disposed to Issuer
- Transaction value
- Shares
- -1
- Change %
- -0%
- Price
- $18.37*
- Shares after
- 130,298
- Date
- 18 May 2026
- Ownership
- Direct
- Footnotes
- F2
PWP
transaction
Class A Common Stock
Sale
- Transaction value
- $769,793
- Shares
- -43,788
- Change %
- -34%
- Price
- $17.58
- Shares after
- 86,510
- Date
- 19 May 2026
- Ownership
- Direct
- Footnotes
- F3
PWP
transaction
Class A Common Stock
Sale
- Transaction value
- $244,754
- Shares
- -14,018
- Change %
- -16%
- Price
- $17.46
- Shares after
- 72,492
- Date
- 20 May 2026
- Ownership
- Direct
- Footnotes
- F4
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PWP
transaction
Derivative
PWP Holdings LP Common Units
Options Exercise
- Transaction value
- Shares
- -57,749
- Change %
- -100%
- Price
- $18.37*
- Shares after
- 0
- Date
- 18 May 2026
- Ownership
- Direct
- Underlying class
- Class A Common Stock
- Underlying amount
- 57,749
- Exercise price
- Footnotes
- F1, F5
PWP
transaction
Derivative
Class B-1 Common Stock
Options Exercise
- Transaction value
- Shares
- -57,749
- 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
- 58
- Exercise price
- Footnotes
- F1, F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 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
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.41 - $17.76, inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected.
Footnote F4
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging between $17.26 - $17.64, inclusive. The reporting person hereby undertakes to provide, upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected.
Footnote F5
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.
Footnote F6
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.