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Company Analysis

PWP Insider Trading

Perella Weinberg Partners | Finance Services

Comprehensive Trading Performance Summary

The investment history of corporate insiders at Perella Weinberg Partners provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Finance Services sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2025-09-12 01:44 2025-09-09 STEEL ROBERT K Director SELL $22.00 211,882 $4,661,277 98,772 -68.2%
2025-08-12 23:42 2025-08-08 Becker Dietrich Director, Officer - President SELL $22.20 177,553 $3,941,677 368,469 -32.5%
2025-06-14 03:41 2025-06-11 STEEL ROBERT K Director SELL $18.75 28,214 $529,013 98,772 -22.2%
2025-06-03 00:22 2025-05-29 STEEL ROBERT K Director SELL $17.51 196,196 $3,435,078 126,986 -60.7%
2025-05-06 00:42 2025-05-01 Weinberg Peter A Director, Officer - Chairman SELL $17.20 137,621 $2,367,081 0 -100.0%
2025-04-04 00:37 2025-04-01 Weinberg Peter A Director, Officer - Chairman SELL $18.65 141,000 $2,629,833 137,621 -50.6%
2025-03-06 01:21 2025-03-03 Weinberg Peter A Director, Officer - Chairman SELL $21.92 141,000 $3,091,312 278,621 -33.6%
2025-02-06 04:15 2025-02-03 Weinberg Peter A Director, Officer - Chairman SELL $25.24 141,000 $3,559,249 419,621 -25.2%
2025-01-07 00:58 2025-01-02 Weinberg Peter A Director, Officer - Chairman SELL $23.37 141,000 $3,294,902 560,621 -20.1%
2024-12-13 00:35 2024-12-10 STEEL ROBERT K Director SELL $24.87 32,943 $819,292 50,479 -39.5%
2024-12-06 02:25 2024-12-03 Weinberg Peter A Director, Officer - Chairman SELL $25.38 141,000 $3,578,636 701,621 -16.7%
2024-11-15 01:03 2024-11-12 Becker Dietrich Director, Officer - President SELL $24.48 442,889 $10,841,923 379,140 -53.9%
2024-11-15 01:01 2024-11-12 Bednar Andrew Director, Officer - Chief Executive Officer SELL $24.48 300,579 $7,358,174 566,386 -34.7%
2023-12-16 03:19 2023-12-14 Shendelman Vladimir Officer - General Counsel SELL $12.46 7,722 $96,216 67,341 -10.3%
2023-03-17 00:07 2023-03-14 COHEN DANIEL G Director SELL $9.08 26,818 $243,507 524,873 -4.9%
2023-03-14 00:48 2023-03-09 COHEN DANIEL G Director SELL $9.13 14,902 $136,094 538,282 -2.7%
2023-03-04 00:44 2023-03-01 COHEN DANIEL G Director SELL $10.01 23,450 $234,735 545,733 -4.1%
2023-03-01 04:01 2023-02-24 COHEN DANIEL G Director SELL $10.19 59,646 $607,512 557,458 -9.7%
2023-02-24 05:05 2023-02-21 COHEN DANIEL G Director SELL $10.65 28,148 $299,740 587,281 -4.6%
2023-02-18 01:15 2023-02-15 COHEN DANIEL G Director SELL $10.92 241,824 $2,641,879 601,355 -28.7%
2022-12-16 04:02 2022-12-13 COHEN DANIEL G Director SELL $9.59 50,000 $479,300 722,267 -6.5%
2022-11-15 01:09 2022-11-09 COHEN DANIEL G Director SELL $8.51 50,000 $425,425 747,267 -6.3%
2022-08-31 03:34 2022-08-26 COHEN DANIEL G Director SELL $7.76 200 $1,552 772,267 0.0%
2022-08-27 00:54 2022-08-24 COHEN DANIEL G Director SELL $7.77 17,531 $136,155 772,367 -2.2%
SHOW ENTRIES

How to Interpret $PWP Trades

Not every insider transaction in Perella Weinberg Partners is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $PWP shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for PWP

Insider activity data for Perella Weinberg Partners is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $PWP, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.