$PWP·8-K

Perella Weinberg Partners · May 1, 7:32 AM ET

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Perella Weinberg Partners 8-K

Research Summary

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Perella Weinberg Partners Reports Q1 2026 Results; CFO Named COO

What Happened
Perella Weinberg Partners (PWP) filed an 8-K on May 1, 2026 furnishing a press release with its financial results for the quarter ended March 31, 2026. The filing also discloses that Alexandra Gottschalk, the Company’s Chief Financial Officer since January 2024, was appointed to the additional role of Chief Operating Officer effective April 27, 2026.

Key Details

  • Press release dated May 1, 2026 attached as Exhibit 99.1; covers results for the quarter ended March 31, 2026.
  • Alexandra Gottschalk (age 39) named CFO in Jan 2024 and added the COO role effective April 27, 2026; previously Chief Accounting Officer (since 2019) and Controller (since 2010).
  • Gottschalk’s background: nearly 20 years in finance and accounting, former PwC assurance experience, began career at Deloitte; holds an MS in Accountancy and BBA in Accounting (University of Houston) and is a CPA.
  • Filing includes a forward‑looking statements caution (e.g., statements about the share repurchase program); the press release is furnished, not filed, limiting Section 18 liabilities.

Why It Matters
Investors should note two main items: the company released its quarterly financial results (review the press release for revenue, earnings and other metrics) and senior management responsibilities were consolidated by adding the COO role to the CFO. The leadership change signals continuity from someone with deep accounting and finance experience, while the furnished press release (not “filed”) provides the official quarterly update but carries standard forward‑looking disclaimers. Review the full press release for the detailed financial figures and any commentary on capital allocation (e.g., share repurchases).

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