Perella Weinberg Partners
An independent investment bank that advises companies and investors on mergers, acquisitions, restructuring, and capital markets across industries from healthcare to energy. It was founded in 2006 by veteran bankers Joseph Perella and Peter Weinberg, whose names were connected long before they partnered: Perella had attended school on a scholarship established by Weinberg's grandfather.
Granted 4.51M
Granted 2.34M
Granted 3.64M · Sold 842.6K
Granted 6.85M
Granted 914.7K
Granted 2.43M · Sold 300.6K
Granted 204.6K
Granted 1.75M · Sold 620.4K
Granted 2.02M · Sold 512.5K
Granted 1.36M · Sold 569.2K
Granted 126.5K
Granted 4.0K
Granted 205.8K · Sold 109.5K
Granted 84.6K · Sold 7.7K
Granted 49.6K
Granted 49.6K
Granted 46.2K
Granted 20.5K
Granted 20.5K
Granted 46.2K
Granted 22.9K
Granted 20.5K
Granted 20.5K
Granted 7.7K
Granted 7.7K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| FinTech Masala Advisors IV, LLC10% owner · 1 transaction | — | 9.71Mas of Jun 2021 | 4.51M | — | — |
| FinTech Investor Holdings IV, LLC10% owner · 1 transaction | — | 5.29Mas of Jun 2021 | 2.34M | — | — |
| Weinberg Peter AChairman, Director · 33 transactions | — | 4.20M | 3.64M | — | 842.6K |
| Cohen Sponsor Interests IV, LLC +2 co-filers10% owner · 6 transactions | — | 3.34Mas of Jan 2022 | 6.85M | — | — |
| Cohen Betsy ZDirector · 1 transaction | — | 1.95Mas of Jun 2021 | 914.7K | — | — |
| Bednar AndrewChief Executive Officer, Director · 25 transactions | — | 1.30M | 2.43M | — | 300.6K |
| McEntee James J IIIPresident and Secretary · 1 transaction | — | 422.1Kas of Jun 2021 | 204.6K | — | — |
| Becker DietrichPresident, Director · 23 transactions | — | 410.5K | 1.75M | — | 620.4K |
| Cohen Daniel GDirector · 60 transactions | — | 377.1Kas of Mar 2023 | 2.02M | — | 512.5K |
| Steel Robert KDirector · 41 transactions | — | 287.9K | 1.36M | — | 569.2K |
| Barancik GaryChief Financial Officer · 3 transactions | — | 115.7Kas of Mar 2023 | 126.5K | — | — |
| Perella Weinberg PartnersChief Financial Officer · 2 transactions | — | 95.1K | 4.0K | — | — |
| Gottschalk AlexandraChief Financial Officer · 27 transactions | — | 72.5K | 205.8K | — | 109.5K |
| Shendelman VladimirGeneral Counsel · 4 transactions | — | 67.3Kas of Dec 2023 | 84.6K | — | 7.7K |
| Fascitelli Elizabeth CDirector · 6 transactions | — | 49.6K | 49.6K | — | — |
| Mugford Kristin WDirector · 6 transactions | — | 49.6K | 49.6K | — | — |
| Sherburne Jane CecileDirector · 7 transactions | — | 46.2Kas of May 2025 | 46.2K | — | — |
| Antoncic MadelynDirector · 1 transaction | — | 42.2Kas of Jun 2021 | 20.5K | — | — |
| Ezzes BrittainDirector · 1 transaction | — | 40.9Kas of Jun 2021 | 20.5K | — | — |
| Ollila Jorma JDirector · 14 transactions | — | 32.3K | 46.2K | — | — |
| Seidenberg Ivan GDirector · 4 transactions | — | 22.9Kas of May 2022 | 22.9K | — | — |
| Kohn LauraDirector · 1 transaction | — | 20.5Kas of Jun 2021 | 20.5K | — | — |
| Zubrow Jan RockDirector · 1 transaction | — | 20.5Kas of Jun 2021 | 20.5K | — | — |
| Bennett Roy EdwinDirector · 2 transactions | — | 7.7K | 7.7K | — | — |
| Dabboussi HoudaDirector · 2 transactions | — | 7.7K | 7.7K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over all recorded history: -2.96M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.