{"schema_version":"secwatch.filing_event.v1","accession":"0001777835-26-000040","form_type":"8-K","ticker":"PWP","cik":"0001777835","company_name":"Perella Weinberg Partners","filed_at":"2026-05-01T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.888609+00:00","generated_at":"2026-05-15T00:21:07.341734+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"PWP reports Q1 revenue fall of 30%; CFO Gottschalk adds COO role; backlog at 2-yr high","bullets":["Revenues $149M, down 30% vs record Q1 2025; GAAP pre-tax loss $(11)M, adjusted pre-tax loss $(3)M.","GAAP diluted EPS $0.02; adjusted EPS $0.05; quarterly dividend declared at $0.07/sh.","CFO Alexandra Gottschalk appointed additional role of COO effective April 27; she remains CFO.","Year-to-date added 2 partners and 11 MDs; Gleacher Shacklock acquisition adds 5 partners, 3 MDs.","$78M cash, no debt; retired >2M shares; returned $64M to equity holders; backlog at 2-yr high."],"urls":{"canonical":"https://secwatch.observer/filing/0001777835-26-000040","json":"https://secwatch.observer/filing/0001777835-26-000040.json","markdown":"https://secwatch.observer/filing/0001777835-26-000040.md","text":"https://secwatch.observer/filing/0001777835-26-000040.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1777835/000177783526000040/0001777835-26-000040-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1777835/000177783526000040/pwp-20260501.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:21:07.341734+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"bfdb9d3188d2088274b739c2b3fb653291013d2d","claim":"Perella Weinberg Partners reported first quarter ended March 31, 2026 results: revenue $149 Million, net income $0.02, EPS $0.05.","evidence_excerpt":"as expressly set forth by specific reference in such a filing. --- EX-99.1 (EX-99.1) --- Perella Weinberg Reports First Quarter 2026 Results Financial Overview • Revenues of $149 Million, Down 30% from a Record First Quarter a Year Ago • GAAP Pre-Tax Loss of $(11) Million, Adjusted Pre-Tax Loss of $(3) Million • GAAP Diluted EPS of $0.02, Adjusted EPS of $0.05","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1777835/000177783526000040/0001777835-26-000040-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$149 Million"},{"label":"Net income","value":"$0.02"},{"label":"EPS","value":"$0.05"},{"label":"Result","value":"reported results"}]},{"claim_id":"0f784b3412","claim":"Alexandra Gottschalk was appointed as Chief Operating Officer at Perella Weinberg Partners.","evidence_excerpt":"Alexandra Gottschalk, Chief Financial Officer of the Company, has been appointed to the additional role of Chief Operating Officer of the Company, effective April 27, 2026.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1777835/000177783526000040/0001777835-26-000040-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Operating Officer"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}