Joseph R Perella

Insider

First SEC filing: Dec. 9, 2005 · Latest: Dec. 9, 2005

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Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 16 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

16 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
June 24, 2021	PWP	A	4,053,967	—	—	4,053,967 Indirect	—	Acquired	(price as of 2026-08-21)
June 24, 2021	PWP	A	4,053,967	—	—	4,053,967 Indirect	—	Acquired	(price as of 2026-08-21)
Jan. 10, 2005	MS	G	895	—	—	1,532,334 Direct	-0.06%	Disposed	(price as of 2026-08-21)
Jan. 4, 2005	MS	M	195,504	—	—	0 Direct	-100.00%	Disposed	(price as of 2026-08-21)
Jan. 4, 2005	MS	S	12,000	$54.93	$659,160	1,533,229 Direct	-0.78%	Disposed	285.3% (price as of 2026-08-21)
Jan. 4, 2005	MS	S	28,000	$54.90	$1,537,200	1,545,229 Direct	-1.78%	Disposed	285.5% (price as of 2026-08-21)
Jan. 4, 2005	MS	S	5,000	$54.95	$274,750	1,573,229 Direct	-0.32%	Disposed	285.2% (price as of 2026-08-21)
Jan. 4, 2005	MS	S	5,220	$54.92	$286,682	1,578,229 Direct	-0.33%	Disposed	285.4% (price as of 2026-08-21)
Jan. 4, 2005	MS	F	112,749	$55.44	$6,250,805	1,583,449 Direct	-6.65%	Disposed	281.8% (price as of 2026-08-21)
Jan. 4, 2005	MS	M	195,504	$9.02	$1,763,446	1,696,198 Direct	+13.03%	Acquired	2246.6% (price as of 2026-08-21)
Dec. 29, 2004	MS	S	4,495	$55.19	$248,079	1,500,694 Direct	-0.30%	Disposed	283.5% (price as of 2026-08-21)
Dec. 29, 2004	MS	S	47,000	$55.15	$2,592,050	1,505,189 Direct	-3.03%	Disposed	283.8% (price as of 2026-08-21)
Dec. 29, 2004	MS	G	3,760	—	—	1,552,189 Direct	-0.24%	Disposed	(price as of 2026-08-21)
Dec. 28, 2004	MS	G	6,269	—	—	1,555,949 Direct	-0.40%	Disposed	(price as of 2026-08-21)
Dec. 27, 2004	MS	G	80	—	—	1,562,218 Direct	-0.01%	Disposed	(price as of 2026-08-21)
Dec. 14, 2004	MS	A	137,523	—	—	1,562,298 Direct	+9.65%	Acquired	(price as of 2026-08-21)
Sept. 8, 2004	MS	F	31,258	$52.53	$1,641,983	1,424,775 Direct	-2.15%	Disposed	302.9% (price as of 2026-08-21)
July 14, 2004	MS	G	6,060	—	—	1,456,033 Direct	-0.41%	Disposed	(price as of 2026-08-21)
Jan. 2, 2004	MS	G	80	—	—	1,462,093 Direct	-0.01%	Disposed	(price as of 2026-08-21)
Nov. 28, 2003	MS	A	117,679	—	—	117,679 Direct	—	Acquired	(price as of 2026-08-21)
Nov. 28, 2003	MS	A	52,302	—	—	1,462,173 Direct	+3.71%	Acquired	(price as of 2026-08-21)
July 30, 2003	MS	M	45,053	$35.65	$1,606,139	1,448,229 Direct	+3.21%	Acquired	493.7% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date	Ticker	Security	Underlying	Exercise price	Expiration	Shares	A/D
June 24, 2021	PWP	Class B-1 Common Stock	Class A Common Stock (4,054)	—	—	4,053,967	Acquired
June 24, 2021	PWP	PWP Holdings LP Common Units	Class A Common Stock (4,053,967)	—	—	4,053,967	Acquired
Jan. 4, 2005	MS	Employee Stock Option (Right to Buy)	Common Stock (195,504)	$9.02	Jan. 31, 2005	195,504	Disposed
Nov. 28, 2003	MS	Employee Stock Option (Right to Buy)	Common Stock (117,679)	$55.45	Jan. 2, 2014	117,679	Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).