๐Ÿ•ต๏ธ Perella Weinberg Partners ($PWP)

SEC insider & ownership activity, last 12 months ยท CIK 1777835 ยท every row links its SEC filing

Over the last 12 months insiders sold $12.2M with no open-market buying against it. Robert Steel sold $6.2M (Sepโ€“Jun). 1 planned sale is pending, the largest $770K (Alexandra Gottschalk). No red-flag 8-Ks in the window.

๐Ÿšจ 2 signals active โ€” planned-vs-executed verdicts, pre-event flags, and cluster context live in the API and the alerts bot.
Aug 2025: net -$3.9M Sep 2025: net -$4.7M Oct 2025: net +$0 Nov 2025: net +$0 Dec 2025: net +$0 Jan 2026: net +$0 Mar 2026: net +$0 Mar 2026: net +$0 Apr 2026: net +$0 May 2026: net -$2.0M Jun 2026: net -$1.6M Jul 2026: net +$0
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

0 buyers, $0 (0 lots) ยท 3 sellers, $12.2M (8 lots)

InsiderBuysBoughtSellsSoldLast
Robert Steel0โ€“ 4$6.2MJun 12, 2026
Claus Dietrich Becker0โ€“ 1$3.9MAug 8, 2025
Alexandra Gottschalk0โ€“ 3$2.0MMay 20, 2026

5%+ holders

HolderStakeClassScheduleEvent
FMR LLC 15.0% 13GNov 5, 2025 filing โ†—
Abigail P. Johnson 15.0% 13GNov 5, 2025 filing โ†—
Wellington Management Company LLP 6.1% 13GAug 12, 2025 filing โ†—
Wellington Management Group LLP 5.8% 13GFeb 10, 2026 filing โ†—
Wellington Group Holdings LLP 5.8% 13GFeb 10, 2026 filing โ†—
Wellington Investment Advisors Holdings LLP 5.8% 13GFeb 10, 2026 filing โ†—
William Blair Investment Management, LLC 5.7% 13GNov 12, 2025 filing โ†—

Planned insider sales (Form 144)

SellerPlannedApprox. sale date
Robert Steel$1.6MJun 12, 2026 filing โ†—
Alexandra Gottschalk$245KMay 20, 2026 filing โ†—
Alexandra Gottschalk$770KMay 19, 2026 filing โ†—
Alexandra Gottschalk$1.0MMay 5, 2026 filing โ†—
The Robert K. Steel GST Trust$207KSep 11, 2025 filing โ†—
Robert Steel$1.4MSep 11, 2025 filing โ†—
The Robert K. Steel GST Trust$149KSep 10, 2025 filing โ†—
Robert Steel$976KSep 10, 2025 filing โ†—
Robert Steel$1.7MSep 9, 2025 filing โ†—
The Robert K. Steel GST Trust$261KSep 9, 2025 filing โ†—
Claus Dietrich Becker$3.6MAug 8, 2025 filing โ†—

Material events (8-K)

ItemEvent date
Shareholder vote (5.07)May 27, 2026 filing โ†—
Unregistered equity sale (3.02)May 18, 2026 filing โ†—
Earnings (2.02)May 1, 2026 filing โ†—
Officer/director changes (5.02)May 1, 2026 filing โ†—
Unregistered equity sale (3.02)Apr 13, 2026 filing โ†—
Earnings (2.02)Feb 6, 2026 filing โ†—
Officer/director changes (5.02)Jan 13, 2026 filing โ†—
Unregistered equity sale (3.02)Nov 17, 2025 filing โ†—
Earnings (2.02)Nov 7, 2025 filing โ†—
Unregistered equity sale (3.02)Sep 2, 2025 filing โ†—
Earnings (2.02)Aug 1, 2025 filing โ†—
Officer/director changes (5.02)Aug 1, 2025 filing โ†—
Shareholder vote (5.07)May 28, 2025 filing โ†—