As of August 04, 2026, PJT Partners's top three insider holders are Paul J Taubman (Chairman And Ceo, 400.00K shares), Ji-Yeun Lee (Managing Partner, 88.40K shares), Ji-Yeun Lee (Managing Partner, 83.42K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Paul J Taubman | Chairman And Ceo | 400,000 | 0 | 400,000 | 52.9% | 08 Nov, 2024 |
| 2 | Ji-Yeun Lee | Managing Partner | 171,823 | 0 | 171,823 | 22.7% | 03 Mar, 2026 |
| 3 | Helen T Meates | Chief Financial Officer | 66,466 | 0 | 66,466 | 8.8% | 03 Mar, 2026 |
| 4 | Kenneth C Whitney | Director | 58,808 | 0 | 58,808 | 7.8% | 04 Jun, 2025 |
| 5 | Kievdi Don Cornwell | Director | 26,710 | 0 | 26,710 | 3.5% | 03 Mar, 2026 |
| 6 | Emily K Rafferty | Director | 15,684 | 0 | 15,684 | 2.1% | 04 Jun, 2025 |
| 7 | James Costos | Director | 11,083 | 0 | 11,083 | 1.5% | 04 Jun, 2025 |
| 8 | David Adam Travin | General Counsel | 5,052 | 0 | 5,052 | 0.7% | 03 Mar, 2026 |
| 9 | Grace Reksten Skaugen | Director | 500 | 0 | 500 | 0.1% | 08 Aug, 2025 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 18 Mar, 2026 | Kievdi Don Cornwell | Director | Acquired A | 35 | $0.00 | $0 | 28,537 | Direct |
| 18 Mar, 2026 | Kenneth C Whitney | Director | Acquired A | 12 | $0.00 | $0 | 6,437 | Direct |
| 18 Mar, 2026 | Emily K Rafferty | Director | Acquired A | 12 | $0.00 | $0 | 6,695 | Direct |
| 18 Mar, 2026 | Ji-Yeun Lee | Managing Partner | Acquired A | 35 | $0.00 | $0 | 18,682 | Direct |
| 18 Mar, 2026 | James Costos | Director | Acquired A | 19 | $0.00 | $0 | 10,420 | Direct |
| 18 Mar, 2026 | Grace Reksten Skaugen | Director | Acquired A | 12 | $0.00 | $0 | 6,430 | Direct |
| 18 Mar, 2026 | David Adam Travin | General Counsel | Acquired A | 14 | $0.00 | $0 | 7,385 | Direct |
| 18 Mar, 2026 | Emily K Rafferty | Director | Acquired A | 12 | $0.00 | $0 | 6,695 | Direct |
| 18 Mar, 2026 | Grace Reksten Skaugen | Director | Acquired A | 12 | $0.00 | $0 | 6,430 | Direct |
| 18 Mar, 2026 | Grace Reksten Skaugen | Director | Acquired A | 12 | $0.00 | $0 | 6,430 | Direct |
| 18 Mar, 2026 | Emily K Rafferty | Director | Acquired A | 12 | $0.00 | $0 | 6,695 | Direct |
| 18 Mar, 2026 | Peter L S Currie | Director | Acquired A | 3 | $0.00 | $0 | 1,742 | Direct |
| 18 Mar, 2026 | Helen T Meates | Chief Financial Officer | Acquired A | 25 | $0.00 | $0 | 13,361 | Direct |
| 18 Mar, 2026 | Kenneth C Whitney | Director | Acquired A | 12 | $0.00 | $0 | 6,437 | Direct |
| 18 Mar, 2026 | Kenneth C Whitney | Director | Acquired A | 12 | $0.00 | $0 | 6,437 | Direct |
| 18 Mar, 2026 | David Adam Travin | General Counsel | Acquired A | 14 | $0.00 | $0 | 7,385 | Direct |
| 18 Mar, 2026 | David Adam Travin | General Counsel | Acquired A | 14 | $0.00 | $0 | 7,385 | Direct |
| 02 Mar, 2026 | David Adam Travin | General Counsel | Acquired M | 5,052 | — | — | 5,052 | Direct |
| 02 Mar, 2026 | David Adam Travin | General Counsel | Acquired M | 5,052 | — | — | 5,052 | Direct |
| 02 Mar, 2026 | David Adam Travin | General Counsel | Acquired M | 5,052 | — | — | 5,052 | Direct |