Perella Weinberg Partners Insider: RSU Grant Fuels 16,824-Share “Sell‑Off” Amid 11% Stock Slide—Executives Trade Smart, Not Wildly#

Insider Activity at Perella Weinberg Partners: What the Numbers Say

1. Current Transaction and Market Context On February 13, 2026, STEEL ROBERT K acquired 96,089 Class A shares in a restricted‑stock‑unit (RSU) grant that will vest over the next three years. The transaction was priced at $0, reflecting the typical zero‑cost nature of RSU grants. Five days later, the shares vest, triggering a deemed disposition of 16,824 shares at the market price of $20.79. The overall effect on the share count is a net increase of 79,265 shares, while the insider’s post‑transaction holding drops from 194,861 to 178,037 shares.

Perella’s share price has slid 11.4 % in the past week and 11.4 % year‑to‑date, trading near a 52‑week low of $14.12 and a high of $25.93. The price‑earnings ratio sits at 46.3, higher than the industry average, implying that investors are pricing in future growth expectations. The recent insider activity coincides with a 0.01 % price change and a bullish sentiment score (+77) with a buzz of 338 %, indicating heightened investor attention following the RSU grant.

2. Insider Trends and Implications for Investors When viewed in the broader insider‑transaction landscape, the pattern is clear: STEEL ROBERT K has been actively trading, with 12 transactions in the past year that include both large purchases and disposals of Class A shares. The bulk of the sales (e.g., 90,532 shares on 2025‑09‑09 and 69,845 on 2025‑09‑11) occurred at prices around $22 – 23, slightly above the current trading level. The most recent purchases—197,000 shares on 2025‑09‑02 and 30,000 shares on 2025‑08‑31—were executed at $0, suggesting a continued reliance on RSU and performance‑based units to accumulate equity.

This pattern of buying during periods of strong valuation and selling when the stock approaches a peak may signal a tactical approach to equity management. For investors, the frequent selling could be interpreted as a sign that insiders are taking profits when the stock is high, which might presage a short‑term pullback. Conversely, the large RSU grants indicate confidence in the company’s long‑term trajectory, as these awards are contingent on continued employment and service‑based milestones.

3. What This Means for Perella’s Future Perella Weinberg Partners operates in a niche of advisory and restructuring services that are cyclical and highly sensitive to macro‑economic conditions. The current insider activity does not reveal any immediate change in strategic direction, but it does underscore the firm’s ongoing compensation philosophy—linking equity incentives to performance and longevity. The fact that the RSU grants are being exercised and that the shares are sold at relatively high prices may reflect a belief that the company is poised to capture a share of the ongoing corporate restructuring boom.

For shareholders, the key takeaway is that insider trading activity is largely neutral—insiders are buying as part of compensation plans and selling when the stock has appreciated, but there are no large, directional moves that would suggest a sudden shift in confidence. The company’s valuation remains on the higher side, and its focus on mergers, capital markets, and restructuring positions it well for continued growth, albeit with the risk that macro‑economic downturns could dampen deal volumes.

4. Profile of STEEL ROBERT K Stewart Robert K is a recurring participant in Perella’s equity transactions, with a blend of RSU acquisitions and share sales that align with typical executive compensation packages. Over the last 12 months, he has accumulated a net position of approximately 178,000 shares, a sizable stake that gives him both a vested interest in the firm’s performance and a say in governance. His transaction history shows a willingness to sell at premium valuations, suggesting a prudent approach to wealth management. At the same time, his ongoing RSU grants reflect a commitment to the company’s long‑term prospects, as these awards vest only upon continued service.

In summary, while the latest insider deal is a routine RSU exercise, the broader pattern of trading by STEEL ROBERT K indicates a balanced approach to equity accumulation and divestiture. For investors, the activity suggests neither immediate risk nor opportunity but rather reinforces the importance of monitoring macro‑economic factors that could influence the deal‑making environment in which Perella operates.