secwatch / observer

Perella Weinberg Partners — fact timeline

Source-grounded facts extracted from Perella Weinberg Partners's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

PWP Perella Weinberg Partners JSON
Shareholder Votes

Perella Weinberg Partners shareholders approved Ratification of appointment of Ernst & Young, LLP as independent registered public accounting firm at the 2026-05-27 meeting.

“The Company’s stockholders ratified the appointment of Ernst & Young, LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026, based on the following votes: FOR AGAINST ABSTAIN 278,129,040 937,668 1,487”
Shareholder Votes

Perella Weinberg Partners shareholders approved Election of three Class II directors at the 2026-05-27 meeting.

“The Company’s stockholders elected three Class II directors, each of whom will hold office until the 2029 annual meeting of stockholders, and until his or her respective successor has been duly elected and qualified, based on the following votes: FOR WITHHELD BROKER NON-VOTE Robert K. Steel 239,179,543 36,334,017 3,554,635 R. Edwin Bennet 270,876,227 4,637,333 3,554,635 Houda Dabboussi 271,070,604 4,442,956 3,554,635”
Earnings Releases

Perella Weinberg Partners reported first quarter ended March 31, 2026 results: revenue $149 Million, net income $0.02, EPS $0.05.

“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”

Alexandra Gottschalk was appointed as Chief Operating Officer at Perella Weinberg Partners.

“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.”
Equity Issuances

Perella Weinberg Partners issued 1,320,319 shares of common stock to certain limited partners of PWP OpCo for in exchange for 1,319,000 Class A partnership units of PWP OpCo and 1,319,000 shares of Class B common stock.

“On November 17, 2025 , Perella Weinberg Partners (the “Company”) issued 1,320,319 shares of its Class A common stock in exchange for 1,319,000 Class A partnership units of PWP Holdings LP (“PWP OpCo”) and 1,319,000 shares of Class B common stock of the Company that were held by certain limited partners of PWP OpCo pursuant to the Amended and Restated Limited Partnership Agreement of PWP OpCo”
Earnings Releases

Perella Weinberg Partners reported the first quarter ended March 31, 2024 results: revenue $102 Million, EPS Adjusted EPS of $(0.10); GAAP Diluted EPS of $(0.91).

“Perella Weinberg Reports First Quarter 2024 Results Financial Overview - First Quarter • Revenues of $102 Million, Down 22% From a Year Ago • Adjusted Pre-Tax Loss of $(18) Million, GAAP Pre-Tax Loss of $(51) Million • Adjusted EPS of $(0.10); GAAP Diluted EPS of $(0.91)”
Material Agreements

Perella Weinberg Partners entered into Vesting Acceleration Agreements with holders of partnership units of AdCo Professionals and VoteCo Professionals, Perella Weinberg Partners LLC, PWP GP, VoteCo Professionals and PWP OpCo valued at vesting acceleration for OpCo Accelerated Units and VoteCo Accelerated Units between April 2, 2024 a (effective 2024-04-01).

“In connection with the Merger, on April 1, 2024, the Company entered into vesting acceleration agreements (collectively, the “Vesting Acceleration Agreements”), with certain holders of partnership units of AdCo Professionals and VoteCo Professionals, Perella Weinberg Partners LLC, PWP GP, VoteCo Professionals and PWP OpCo, pursuant to which, among other things, the vesting will be accelerated for (i) Partnership Class A-2 Common Units (“VCUs”) and Partnership Class A-3 Common Units (“ACUs”) of PWP OpCo (collectively, the “OpCo Accelerated Units”) and (ii) corresponding VCUs and ACUs of VoteCo Professionals (collectively, the “VoteCo Accelerated Units”, and together with the OpCo Accelerated Units, the “Accelerated Units”) on a day determined by PWP GP, in its sole discretion, between April 2, 2024 and May 16, 2024 (the “Vesting Acceleration”).”
Material Agreements

Perella Weinberg Partners entered into Agreement and Plan of Merger with PWP OpCo and AdCo Professionals valued at Merger of AdCo Professionals into PWP OpCo; no consideration exchanged (effective 2024-04-01).

“On April 1, 2024, as part of an internal reorganization and in accordance with Section 17-211 of the Act, AdCo Professionals merged with and into PWP OpCo (the “Merger”).”
Material Agreements

Perella Weinberg Partners entered into Underwriting Agreement with Citizens JMP Securities, LLC valued at $12.00 per share (effective 2024-02-27).

“On February 27, 2024 , Perella Weinberg Partners (the “Company”) and PWP Holdings LP ("PWP OpCo"), the Company’s operating partnership, entered into an underwriting agreement (the “Underwriting Agreement”) with Citizens JMP Securities, LLC, as underwriter (the “Underwriter”), relating to the issuance and sale pursuant to an underwritten public offering (the “Offering”) of an aggregate of 5,000,000 shares (the “Firm Shares”) of the Company’s Class A common stock, par value $0.0001 per share (the “Class A common stock”), and up to an additional 750,000 shares (the “Option Shares” and, together with the Firm Shares, the “Shares”) of Class A common stock at the Underwriter’s option, which the Underwriter exercised in full on February 28, 2024.”
Earnings Releases

Perella Weinberg Partners reported the fourth quarter ended December 31, 2023 results: revenue $213 Million, net income Adjusted Pre-tax Income of $11 Million, GAAP Pre-tax Loss of $(44) Million, EPS Adjusted EPS of $0.08; GAAP Diluted EPS of $(0.49).

“Financial Overview - Fourth Quarter • Revenues of $213 Million, Up 16% From a Year Ago • Adjusted Pre-tax Income of $11 Million, GAAP Pre-tax Loss of $(44) Million • Adjusted EPS of $0.08; GAAP Diluted EPS of $(0.49)”
Earnings Releases

Perella Weinberg Partners reported the full year ended December 31, 2023 results: revenue $649 Million, net income Adjusted Pre-tax Income of $55 Million, GAAP Pre-tax Loss of $(113) Million, EPS Adjusted EPS of $0.45; GAAP Diluted EPS of $(1.33).

“Perella Weinberg Reports Full Year and Fourth Quarter 2023 Results Financial Overview - Full Year • Revenues of $649 Million, Up 3% From a Year Ago • Adjusted Pre-tax Income of $55 Million, GAAP Pre-tax Loss of $(113) Million • Adjusted EPS of $0.45; GAAP Diluted EPS of $(1.33)”
Earnings Releases

Perella Weinberg Partners reported third quarter ended September 30, 2023 results: revenue $139 Million, EPS Adjusted EPS of $0.12; GAAP Diluted EPS of $(0.27).

“Perella Weinberg Reports Third Quarter 2023 Results Financial Overview - Third Quarter • Revenues of $139 Million, Down 4% From a Year Ago • Adjusted Operating Income Margin of 8.5%, GAAP Operating Loss Margin of (19.2)% • Adjusted EPS of $0.12; GAAP Diluted EPS of $(0.27)”
Shareholder Votes

Perella Weinberg Partners shareholders approved Ratification of Appointment of Ernst & Young, LLP as Independent Registered Public Accounting Firm at the 2023-05-24 meeting.

“2. The Company’s stockholders ratified the appointment of Ernst & Young, LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2023, based on the following votes: FOR AGAINST ABSTAIN 452,986,435 256,181 816”
Shareholder Votes

Perella Weinberg Partners shareholders approved Election of four Class II directors at the 2023-05-24 meeting.

“1. The Company’s stockholders elected four Class II directors, each of whom will hold office until the 2026 annual meeting of stockholders, and until his or her respective successor has been duly elected and qualified, based on the following votes: FOR WITHHELD BROKER NON-VOTE Andrew Bednar 433,870,097 13,650,594 5,722,741 Robert K. Steel 426,423,653 21,097,038 5,722,741 Jorma Ollila 426,796,805 20,723,886 5,722,741 Kristin W. Mugford 433,895,320 13,625,371 5,722,741”
Earnings Releases

Perella Weinberg Partners reported first quarter ended March 31, 2023 results: revenue $131 Million, EPS $0.09 Adjusted EPS; $(0.37) GAAP Diluted EPS.

“Revenues of $131 Million, Down 13% From a Year Ago • Adjusted Operating Income Margin of 9%, GAAP Operating Loss Margin of (17.3)% • Adjusted EPS of $0.09; GAAP Diluted EPS of $(0.37)”

Daniel Cohen resigned as member of the Board of Directors at Perella Weinberg Partners.

“On April 12, 2023, Daniel Cohen resigned as a member of the Board of Directors of the Company, effective as of the same day.”

Ivan Seidenberg resigned as member of the Board of Directors at Perella Weinberg Partners.

“On April 11, 2023, Ivan Seidenberg resigned as a member of the Board of Directors of Perella Weinberg Partners (the “Company”), effective as of the same day.”
Earnings Releases

Perella Weinberg Partners reported financial results for the fiscal quarter ended December 31, 2022.

“On February 9, 2023 , Perella Weinberg Partners (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended December 31, 2022.”
Earnings Releases

Perella Weinberg Partners reported nine months ended September 30, 2022 results: revenue $448.4 million, net income $(9.1) million, EPS ($0.19).

“For the nine months ended September 30, 2022, revenues were $448.4 million, compared with $602.7 million for the nine months ended 2021. GAAP net loss and adjusted net income were $(9.1) million and $69.6 million, respectively, for the nine months ended September 30, 2022, compared with GAAP net income of $22.0 million and adjusted net income of $122.2 million for the nine months ended September 30, 2021.”
Earnings Releases

Perella Weinberg Partners reported third quarter ended September 30, 2022 results: revenue $145.4 million, net income $(12.9) million, EPS $(0.19).

“online at www.sec.gov or on request from the Company. --- EX-99.1 (EX-99.1) --- Perella Weinberg Partners Reports Third Quarter 2022 Results • Third Quarter 2022 Revenues of $145.4 Million; First Nine Months 2022 Revenues of $448.4 Million • Adjusted Operating Income Margin of 16.9% for the Third Quarter 2022 and 15.7% for the First Nine Months 2022; GAAP Operating”

Andrew Bednar was appointed as Chief Executive Officer at Perella Weinberg Partners.

“Andrew Bednar, Co-President of the Company, has been appointed Chief Executive Officer of the Company, effective January 1, 2023.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.