PWP Perella Weinberg Partners Insider Trading

Robert K Steel (Director) sold 100,000 shares of PWP at $15.76 on 2026-06-12; current price $16.49, down -10.0% in 30 days.

Robert K Steel sold 100,000 shares (100.0K shares) at $15.76, reducing his holdings by 25.8% to 287,922 shares (287.9K shares). The sale occurred at a price -36.4% from the 52-week high of $25.92, and the stock has declined -10.0% over the 30 days following the transaction. His prior trades at PWP show mixed timing: 3 of 5 prior sells achieved negative 90-day returns (well-timed), but his two most recent 2025 sales in June generated positive 90-day returns (+18.1% and +13.9%), suggesting later trades into strength. The company faces headwinds with annual revenue growth of -14.5% and net income of only $1.5M on revenue of $148.9M, warranting attention to whether this sale reflects concerns about operational performance or merely portfolio rebalancing at reduced valuations.

PWP CFO Gottschalk sells 57,806 shares (44.4% of holdings) for $1.0M at $17.55 avg; stock down 31.7% from 52-week high

Alexandra Gottschalk, Chief Financial Officer of Perella Weinberg Partners, executed two separate sales totaling 57,806 shares for $1,014,547.32 on May 19–20, 2026, reducing her holdings from 130,298 to 72,492 shares. The divestiture represents a material 44.4% reduction in her stake at a blended average price of $17.55, occurring amid a significant decline in the stock's valuation: PWP is currently trading at $17.71, down 31.7% from its 52-week high of $25.92 and off 17.6% in the 30-day period immediately preceding this filing. Fundamentally, the company is contracting (annual revenue declined 14.5% year-over-year) with modest profitability ($1.5M net income on $148.9M revenue, P/E of 32.20), adding context to a CFO's large equity reduction. Notably, Gottschalk's cross-ticker insider history shows a 100% well-timed sell rate (1 of 1 prior sells at the 90-day mark had negative returns), and her single prior sale at PWP on May 5 also showed -11.7% return at both 30 and 90 days, suggesting a pattern of selling before or during downward pressure.

PWP CFO Alexandra Gottschalk sells $1M+ stake (41.6% of holdings); stock trading well below recent highs amid revenue headwinds.

Alexandra Gottschalk, PWP's Chief Financial Officer, offloaded a material portion of her holdings—reducing her stake by more than two-fifths in a single transaction worth just over $1 million. The sale occurs while the stock is trading significantly below its recent highs, having declined notably over the past quarter. Compounding this picture, the company's fundamentals show declining revenue and earnings pressure year-over-year, which makes the timing of a C-suite liquidation potentially noteworthy. A CFO typically has visibility into near-term business trends; a large equity reduction during a period of financial headwinds and a depressed stock price warrants closer attention to what management expects ahead. This sale alone is not conclusive evidence of pessimism—large stock holdings often require periodic trimming for diversification—but it occurs in a context that investors should monitor for additional signals.

Director Steel sells 211,882 shares over 3 days (Sep 9–11) for $4,661,285.47; exits 68.2% of holdings

Robert K. Steel, a director at Perella Weinberg Partners, executed 3 separate sales totaling 211,882 shares for $4,661,285.47 between September 9 and 11, 2025, reducing his holdings from 310,654 to 98,772 shares (a 68.2% reduction). The blended average sale price was $22.00, while the current stock price stands at $22.67, meaning the director sold slightly below current levels. Historically, Steel's prior sales at PWP have been poorly timed: all 3 of his recent prior trades at this ticker showed positive 90-day returns (ranging from +26.4% to +28.4%), indicating the stock rallied after each sale. His cross-ticker track record shows a 0.00% well-timed rate across 3 prior sells with positive average 90-day returns, suggesting this pattern of selling ahead of near-term strength is consistent. The company's fundamentals remain mixed: revenue grew 35.4% year-over-year to $155.3M last quarter, but the firm was unprofitable over its most recent full fiscal year, and recent quarterly net income was only $2.7M on that higher revenue base.

PWP President Becker Dietrich sold 177,553 shares at $22.20 on 2025-08-08; -32.5% reduction in holdings to 368,469 shares.

Becker Dietrich, as President of Perella Weinberg Partners, executed an open-market sale of 177,553 shares valued at $3,941,676.60, reducing his holdings by -32.5% from 546,022 to 368,469 shares. The sale occurred at $22.20 per share, which is -14.6% from the 52-week high of $26.41, though the stock has appreciated +12.8% over the prior 30 days and +17.2% over 90 days. His cross-ticker track record shows a 100.00% well-timed rate on prior sells (1 prior sale), with his prior PWP sale on 2024-11-12 posting a -0.9% 90-day return—a pattern consistent with selling before subsequent declines. The company reported revenue of $155,267,000.00 and net income of $2,738,000.00 in its latest quarter, but was unprofitable over the most recent full fiscal year, despite delivering +35.4% annual revenue growth. The significant reduction in the insider's stake amid a company recovery phase and recent positive momentum warrants observation of any further position changes or fundamental shifts.

Director Robert K Steel sells 196,196 shares of PWP for $3.4M across 3 transactions; reduces stake by 60.7%

Robert K Steel, a director at Perella Weinberg Partners, executed 3 separate sales between May 29 and June 2, 2025, disposing of 196,196 shares for $3,435,076.36 at a blended average price of $17.51. This sale reduces his post-transaction holdings to 126,986 shares from a pre-transaction position of 323,182 shares, representing a 60.7% reduction in his shareholding. The current stock price of $17.49 stands 33.8% below the 52-week high of $26.41, having declined 17.0% over the past 90 days, suggesting the sales occurred during a period of downward price momentum. The company reported positive recent quarterly results (revenue $211,831,000.00, net income $17,339,000.00) and strong annual growth of 35.4%, though full-year performance was unprofitable, which may warrant examination of the timing and breadth of this substantial stake reduction.

Chairman Weinberg sold entire remaining stake: 137,621 shares at $17.20 ($2.4M) on 2025-05-01 via 10b5-1 plan

Peter A Weinberg, Chairman of Perella Weinberg Partners, completed a scheduled sale of 137,621 shares at $17.20 for total value $2,367,081.20 on 2025-05-01, reducing his holdings to 0 shares. This sale was executed under a pre-arranged 10b5-1 trading plan adopted on 2024-08-06, meaning the transaction was scheduled rather than discretionary. The complete liquidation of his equity stake represents a material reduction in insider ownership, which may be noteworthy for investors evaluating management commitment and capital allocation decisions, though the plan-based execution limits inference about market timing or conviction.

PWP Chairman Weinberg sells 141,000 shares for $2.6M under pre-arranged 10b5-1 plan (2 transactions, 4/1–4/2)

Peter A Weinberg, Chairman of Perella Weinberg Partners, executed 2 separate sales totaling 141,000 shares for $2,629,837.22 under a 10b5-1 trading plan adopted on 2024-08-06. The sales reduced his holdings from 278,621 shares to 137,621 shares, representing a reduction of 50.6% of his pre-transaction position. As a scheduled transaction executed per a pre-arranged plan rather than a discretionary trade, the timing and execution reflect the plan's predetermined schedule, not an active market decision by the insider.

Chairman Peter A Weinberg sold 141,000 shares for $3,091,309.80 via 10b5-1 plan; post-sale holdings: 278,621 shares

Weinberg executed 2 sales totaling 141,000 shares for $3,091,309.80 on 2025-03-03 and 2025-03-04 under a 10b5-1 trading plan adopted on 2024-08-06. His holdings declined from 419,621 to 278,621 shares, a reduction of 33.6% of pre-transaction holdings. Since this is a scheduled 10b5-1 transaction, the timing of these sales reflects a pre-arranged plan rather than a discretionary decision. Investors should note the magnitude of the share reduction and monitor whether this represents a continuation of the established trading plan's terms.

Chairman Weinberg sells 141,000 PWP shares (25.2% of holdings) in 2 transactions for $3,559,245.60

Weinberg Peter A, Chairman of Perella Weinberg Partners, executed 2 separate sales totaling 141,000 shares for $3,559,245.60 on February 3–4, 2025, reducing his holdings from 560,621 shares to 419,621 shares. The blended average price of $25.24 sits below the current price of $26.03, and the stock is up 11.2% over 30 days and 9.0% over 90 days. His prior trades at PWP show mixed near-term outcomes: recent January sales gained 11.7% and 9.4% over 30 days, while earlier December sales lost between 7.4% and 10.0% over the same window. The company is unprofitable on a full-year basis despite quarterly net income of $16,370,000.00, and annual revenue growth stands at 2.7% year-over-year, signaling modest operational momentum against a negative earnings backdrop.