Key facts
- This page summarizes Daniel G. Cohen's Form 4 filing for Perella Weinberg Partners (PWP).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 16 Mar 2023, 17:07.
Daniel G. Cohen - 14 Mar 2023 Form 4 Insider Report for Perella Weinberg Partners (PWP)
- Reporting relationship
- Director
- Issuer ticker
- PWP
- Reported as of
- 14 Mar 2023
- Net transaction value
- -$243,507
- SEC form
- 4
- Accepted by SEC
- 16 Mar 2023, 17:07:56 UTC
- Prior SEC filing
- 13 Mar 2023
- Next SEC filing
- 21 Dec 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Mark Polemeni, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel G. Cohen filed Form 4 for Perella Weinberg Partners (PWP) on 16 Mar 2023.
Change
- Previous filing in this sequence was filed on 13 Mar 2023.
- Current net transaction value: -$243,507.
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 non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PWP
transaction
Class A Common Stock
Sale
- Transaction value
- $121,754
- Shares
- -13,409
- Change %
- -2.5%
- Price
- $9.08
- Shares after
- 524,873
- Date
- 14 Mar 2023
- Ownership
- By FinTech Masala Holdings, LLC
- Footnotes
- F1, F2
PWP
transaction
Class A Common Stock
Sale
- Transaction value
- $121,754
- Shares
- -13,409
- Change %
- -2.5%
- Price
- $9.08
- Shares after
- 524,873
- Date
- 14 Mar 2023
- Ownership
- By FinTech Masala Holdings, LLC
- Footnotes
- F1, F3
PWP
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 80,852
- Date
- 14 Mar 2023
- Ownership
- Direct
PWP
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 11,951
- Date
- 14 Mar 2023
- Ownership
- By FinTech Masala Advisors IV, LLC
- Footnotes
- F4
PWP
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 11,951
- Date
- 14 Mar 2023
- Ownership
- By FinTech Masala Advisors IV, LLC
- Footnotes
- F5
PWP
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 57,923
- Date
- 14 Mar 2023
- Ownership
- By DGC Family FinTech Trust
- Footnotes
- F6
PWP
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 133,603
- Date
- 14 Mar 2023
- Ownership
- By FinTech Masala Holdings, LLC
- Footnotes
- F7
PWP
holding
Class A Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 133,602
- Date
- 14 Mar 2023
- Ownership
- By DGC Family FinTech Trust
- Footnotes
- F8
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 8 footnotes
Footnote F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $9.00 to $9.23, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above.
Footnote F2
Represents shares held directly by FinTech Masala, LLC ("Masala LLC"), FinTech Investor Holdings IV, LLC ("Holdings"), and FinTech Masala Advisors IV, LLC ("Masala"). FinTech Masala Holdings, LLC ("Manager HoldCo") is the sole member of Masala LLC. Each of Holdings and Masala is managed by Cohen Sponsor Interests IV, LLC ("Manager"), which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala LLC, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.
Footnote F3
Represents shares held directly by Masala LLC, Holdings, and Masala. Manager HoldCo is the sole member of Masala LLC. Each of Holdings and Masala is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. DGC Family FinTech Trust (the "Trust") owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.
Footnote F4
Represents shares held directly by Masala. The reporting person is a member of Masala. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Masala, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.
Footnote F5
Represents shares held directly by Masala. The Trust is a member of Masala. The children of the reporting person are beneficiaries of the Trust. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.
Footnote F6
Represents shares held directly by the Trust. The children of the reporting person are beneficiaries of the Trust.
Footnote F7
Represents shares held directly by Holdings and Masala, each of which is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. The reporting person owns one-third of Manager HoldCo. The amount reported consists of the reporting person's pecuniary interest therein. The reporting person disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his pecuniary interest therein, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for any other purpose.
Footnote F8
Represents shares held directly by Holdings and Masala, each of which is managed by Manager, which, in turn, is indirectly owned by Manager HoldCo. The Trust owns one-third of Manager HoldCo. The amount reported consists of the Trust's pecuniary interest therein. Each of the reporting person and the Trust disclaims beneficial ownership of any other securities held directly by Holdings and Masala, except to the extent of his or its respective pecuniary interest therein, and this report shall not be deemed an admission that the reporting person or the Trust is the beneficial owner of such securities for any other purpose.