PWP Perella Weinberg Partners (PWP) Insider Trading, Ownership & Congress Trades
Financial Services · Finance services · CIK 0001777835
Congress · 1Form 144 · 3
Insider buyers, 180 days
0
Funds added, last quarter
100
13F, latest reported quarter
Conversions, 180 days
9
Codes C/M, not in net · $0 priced
What the filings say about PWP
Insiders, 180 days
-$7.7M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-05-29
Planned sales (Form 144), 90 days
$4.1M
3 notices
Perella Weinberg Partners insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Perella Weinberg Partners insiders sold a net $7.7M of stock across 52 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 6, 2026.
- The trade is 7.3% of the 1,061,260 shares held after it.
- No other insider sold within 30 days.
- 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman and CEO Bednar Andrew sold about $1.4M of PWP on Aug 7, 2026; 100 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Aug 5, 2026.
- The trade is 7.0% of the 1,139,013 shares held after it.
- No other insider sold within 30 days.
- 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman and CEO Bednar Andrew sold about $1.4M of PWP on Aug 6, 2026; 100 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Nov 12, 2024.
- The trade is 6.4% of the 1,219,058 shares held after it.
- No other insider sold within 30 days.
- 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman and CEO Bednar Andrew sold about $1.4M of PWP on Aug 5, 2026; 100 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Sep 11, 2025.
- The trade is 34.7% of the 287,922 shares held after it.
- 1 other insider sold within 30 days.
- 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director STEEL ROBERT K sold about $1.6M of PWP on Jun 12, 2026; 1 other insider sold within 30 days and 100 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on May 19, 2026.
- The trade is 19.3% of the 72,492 shares held after it.
- 1 other insider sold within 30 days.
- 100 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Gottschalk Alexandra sold about $244.8K of PWP on May 20, 2026; 1 other insider sold within 30 days and 100 funds added in the latest 13F quarter.52 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$7.7M over 180 days
-$4.1M over 90 days
below 78% of Financial Services
Congress
1 member bought in the last year
the lowest in Financial Services
Funds
100 funds bought in last quarter
more than 60% of Financial Services
Revenue
-14.5% year over year
below 80% of Financial Services
Margin
4.7% net margin
below 52% of Financial Services
Buybacks
no share repurchases reported
Short interest
11.8% of the float short (float per yahoo 2026-10-26) · 2.9 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch PWP
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-34.6%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns PWP: institutional holders (13F)
13F holdings, latest reported quarter
9,897,191 sh
$158.0M
5,465,698 sh
$87.2M
5,189,199 sh
$82.8M
4,390,541 sh
$70.1M
3,601,078 sh
$57.5M
Congress trades in PWP
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-05-29 · disclosed 10 days later
$1,001 - $15,000
Bought 2026-01-15 · disclosed 29 days later
$1,001 - $15,000
Bought 2024-03-07 · disclosed 31 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
PWP planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
ANDREW BEDNAR
Filed 2026-08-07
$1.4M
ANDREW BEDNAR
Filed 2026-08-06
$1.4M
ANDREW BEDNAR
Filed 2026-08-05
$1.4M
PWP mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Rockefeller US Small Cap Core Fund
$2.2M position · as of 2026-05-31
2.2%
WPG Partners Select Small Cap Value Fund
$4.6M position · as of 2026-05-31
2.0%
Ranger Micro Cap Fund
$223.7K position · as of 2026-07-31
1.9%
Hartford Schroders US Small Cap Opportunities Fund
$3.1M position · as of 2026-07-31
1.8%
State Street(R) SPDR(R) S&P(R) Capital Markets ETF
$7.3M position · as of 2026-06-30
1.7%
Nuveen Multi Cap Value Fund
$17.4M position · as of 2026-06-30
1.4%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Andrew Bednar
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$5.1M
-$16.0M
$3.3M
+47%
+51%
2024
$27.4M
$85.7M
$4.3M
+100%
+31%
2023
$12.4M
$24.9M
$8.3M
+1%
+0%
2022
$6.8M
-$9.5M
$5.8M
-21%
-11%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $7.7M sold by insiders over 180 days, 100 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $4.1M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
PWP financials
Revenue growth
-14.5%
XBRL, annual
Net margin
4.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$689.2M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM PWP
| FY Dec 2025 | $750.9M |
| FY Dec 2024 | $878.0M |
| FY Dec 2023 | $648.7M |
| FY Dec 2022 | $631.5M |
| FY Dec 2021 | $801.7M |
| Jun 2026 | $156.5M |
| Mar 2026 | $148.9M |
| Dec 2025 | $219.2M |
| Sep 2025 | $164.6M |
| Jun 2025 | $155.3M |
| Mar 2025 | $211.8M |
| Dec 2024 | $225.7M |
| Sep 2024 | $278.2M |
At each fiscal year end
Single quarter
Net margin, TTM
+5.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM PWP
| FY Dec 2025 | +6.4% |
| FY Dec 2024 | -10.1% |
| FY Dec 2023 | -17.3% |
| FY Dec 2022 | -5.1% |
| FY Dec 2021 | n/a |
| Jun 2026 | +3.4% |
| Mar 2026 | +1.0% |
| Dec 2025 | +10.0% |
| Sep 2025 | +3.6% |
| Jun 2025 | +1.8% |
| Mar 2025 | +8.2% |
| Dec 2024 | -1.6% |
| Sep 2024 | +5.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$88.1M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM PWP
| FY Dec 2025 | $30.5M |
| FY Dec 2024 | $207.0M |
| FY Dec 2023 | $88.3M |
| FY Dec 2022 | -$44.3M |
| FY Dec 2021 | $233.4M |
| Jun 2026 | $47.2M |
| Mar 2026 | -$111.8M |
| Dec 2025 | $95.1M |
| Sep 2025 | $57.6M |
| Jun 2025 | $55.3M |
| Mar 2025 | -$177.6M |
| Dec 2024 | $138.8M |
| Sep 2024 | $199.3M |
At each fiscal year end
Single quarter
Debt to equity
n/a
equity is zero or negative, the ratio has no meaning
Debt to equity PWP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 0.00x |
| FY Dec 2022 | 0.00x |
| FY Dec 2021 | 0.00x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt to cover
Cash flow to debt PWP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
average equity is zero or negative
Return on equity PWP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | -77.2% |
| FY Dec 2022 | -24.3% |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+5.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets PWP
| FY Dec 2025 | +5.7% |
| FY Dec 2024 | -10.9% |
| FY Dec 2023 | -15.2% |
| FY Dec 2022 | -4.5% |
| FY Dec 2021 | n/a |
| Jun 2026 | +5.5% |
| Mar 2026 | +5.5% |
| Dec 2025 | +5.7% |
| Sep 2025 | +3.1% |
| Jun 2025 | +5.3% |
| Mar 2025 | -6.2% |
| Dec 2024 | -10.9% |
| Sep 2024 | -26.4% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
invested capital is zero or negative
Return on invested capital PWP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+3.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
Return on capital employed PWP
| FY Dec 2025 | +5.7% |
| FY Dec 2024 | -9.6% |
| FY Dec 2023 | -15.6% |
| FY Dec 2022 | -6.7% |
| FY Dec 2021 | +10.6% |
| Jun 2026 | +3.1% |
| Mar 2026 | +4.0% |
| Dec 2025 | +5.7% |
| Sep 2025 | +7.0% |
| Jun 2025 | +12.5% |
| Mar 2025 | -2.3% |
| Dec 2024 | -9.6% |
| Sep 2024 | -19.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
48.23x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing PWP
| FY Dec 2025 | 37.61x |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 61.38x |
| Mar 2026 | 75.67x |
| Dec 2025 | 37.61x |
| Sep 2025 | 28.43x |
| Jun 2025 | 21.34x |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value PWP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield PWP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -71%, PEG needs growth
PEG, trailing PWP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $750.9M | $878.0M | $648.7M | $631.5M |
| Operating income | $48.0M | -$78.5M | -$115.1M | -$47.7M |
| Net income | $48.0M | -$89.0M | -$112.0M | -$32.0M |
| EPS (diluted) | 0.47 | -1.22 | -1.33 | -0.46 |
| Operating cash flow | $34.8M | $223.4M | $145.9M | -$17.8M |
| Cash | $255.9M | $331.6M | $247.2M | $171.6M |
| Dividends paid | $22.9M | $20.3M | $13.1M | $12.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
PWP Stock Sonar score 5/7 axes
Find similar shapesComparePWP ranks highest on profitability (73rd percentile) and institutional and government (63rd), and lowest on insider conviction (11th), among Financial Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
PWP filings, in plain words
Are Perella Weinberg Partners insiders buying or selling PWP?
In the 180 days to 2026-10-28, Perella Weinberg Partners insiders were net sellers, a net $7.7M across purchases and sales reported on Form 4, by 3 sellers.
Have members of Congress traded PWP?
Yes. In the year to 2026-10-28, 1 House member disclosed buying PWP and 0 House members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-05-29.
Are there planned insider sales of PWP?
Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $4.1M of stock; the latest, by ANDREW BEDNAR, was filed 2026-08-07.
Read the full summary
In the 180 days to 2026-10-28, Perella Weinberg Partners insiders were net sellers of PWP, a net $7.7M across purchases and sales reported on Form 4 by 3 sellers. None of the 7 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying PWP and 0 members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-05-29. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $4.1M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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