PJT Partners Inc.
For the period ended Dec 31, 2025. Filed Apr 29, 2026.
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What shareholders are asked to vote on at a company's meeting. It is where to find what directors and top executives are paid, and who owns the most shares.
Dec 31, 2025 · Filed Apr 29, 2026
PJT$148.61-3.2%Stored close · as of Nov 6, 2026
Contents
Appendix AA-1
APPENDIX A
Glossary of Terms
Definitions. The following terms shall have the meanings set forth on this Appendix A whenever used in the Proxy statement. Except when otherwise indicated by context, any term used in the singular shall also include the plural.
| 20-day VWAP | Volume-weighted average share price of our company’s Class A common stock over any 20 consecutive trading-day period |
| AI | Artificial Intelligence |
| ASC Topic 718 | Financial Accounting Standards Board Accounting Standards Codification Topic 718, Compensation – Stock Compensation |
| Adjusted EPS | Adjusted Net Income, If-Converted, on a per-share basis |
| Board | PJT Partners Inc. Board of Directors |
| Bonus Deferral Plan | Amended and Restated PJT Partners Inc. Bonus Deferral Plan |
| Broadridge | Broadridge Financial Solutions, Inc. |
| Broker Non-Vote | Condition when a proposal is considered a non-discretionary matter and a bank, broker, or other holder of record will lack the authority to vote shares at the holder’s discretion and the shares will not be voted on the proposal |
| CamberView | CamberView Partners Holdings, LLC. |
| CEO | Chief Executive Officer |
| CEO Agreement | Partner agreement PJT Partners Holdings entered into with Paul Taubman effective October 1, 2015 |
| CEO Pay Ratio | Ratio of annual total compensation of Mr. Taubman, our CEO, to the median annual total compensation for all our employees (other than our CEO) as of December 31, 2025 |
| Code | Internal Revenue Code of 1986, as amended |
| Company, We, Us, and Our | PJT Partners Inc., together with its consolidated subsidiaries, including PJT Partners Holdings and its operating subsidiaries |
| Deloitte | Deloitte & Touche LLP |
| Dynasty | Dynasty Equity Partners Management, LLC, a Delaware limited liability company |
| Exchange Act | Securities Exchange Act of 1934 |
| Exchange Agreement | Exchange Agreement dated as of October 1, 2015, among PJT Partners Inc., PJT Partners Holdings LP and the Partnership Unitholders from time to time party thereto, as amended |
| Executive Officer | Defined as the term is used in Item 401 of Regulation S-K |
| Former Parent | Blackstone Inc. |
Appendix A
| Former Parent's Senior Management | Blackstone’s senior management, including Mr. Schwarzman and all of the Former Parent’s other executive officers |
| IRS | Internal Revenue Service |
| Limited Partnership Agreement | Third Amended and Restated Limited Partnership Agreement of PJT Partners Holdings LP, as amended |
| LTIP Units | A class of partnership interests in PJT Partners Holdings, and as further defined in the Limited Partnership Agreement |
| Named Executive Officers and NEOs | Our Chairman and Chief Executive Officer, Paul J. Taubman; our Managing Partner, Ji-Yeun Lee; our Chief Financial Officer, Helen T. Meates; and our General Counsel, David A. Travin |
| Non-management directors | All directors who are not our officers, and all non-management directors who have been determined by our Board to be independent |
| Notice of Availability | Notice of Internet Availability of Proxy Materials |
| NYSE | New York Stock Exchange |
| Omnibus Incentive Plan | Second Amended and Restated PJT Partners Inc. 2015 Omnibus Incentive Plan approved by the shareholders on May 24, 2023 |
| Partnership Units | Equity interests in our company held by owners who maintain their ownership collectively through PJT Partners Holdings partnership units, including LTIP Units and Performance LTIP Units |
| PCAOB | Public Company Accounting Oversight Board |
| Performance LTIP Units | A class of partnership interests in PJT Partners Holdings |
| PJT Partners | PJT Partners Inc. |
| PJT Partners Holdings | PJT Partners Holdings LP, a holding partnership that holds our company’s operating subsidiaries, and certain cash and cash equivalents it may hold from time to time. As the sole general partner of PJT Partners Holdings, PJT Partners Inc. operates and controls all of the business and affairs of PJT Partners Holdings and its operating subsidiaries |
| Proxy Materials | Proxy Statement, 2025 Annual Report to Shareholders, and other materials relating to our 2026 Annual Meeting of Shareholders, available at http://www.virtualshareholdermeeting.com/PJT2026 |
| Record Date | April 20, 2026 |
| Related Person Transaction | Any transaction that is anticipated and would be reportable by us under Item 404(a) of Regulation S-K in which we were or are to be a participant and the amount involved exceeds $120,000 and in which any related person had or will have a direct or indirect material interest |
| Related Person Policy | A written statement of policy adopted by our Board regarding transactions with related persons |
| RSU | Restricted Stock Unit |
| SEC | U.S. Securities and Exchange Commission |
| Significant Limited Partner | A limited partner who holds not less than five percent (5%) of the total number of Partnership Units then outstanding |
Appendix A
| Street Name | Shares are held in an account at a brokerage firm, bank, broker-dealer, or other similar organization and that organization, rather than the beneficial owner, is considered the shareholder of record, holding the shares in “street name.” The beneficial owner of the shares has the right to direct the organization holding the account on how to vote the shares held in the account |
| Subject Shares | Irrevocable proxy provided to Mr. Taubman, empowering Mr. Taubman to vote or cause to be voted all of the shares of Class B common stock then or thereafter held by the Former Parent's Senior Management |
| Sublease | Sublease that PJT Partners Holdings has entered into with Dynasty Equity Partners Management, LLC that commenced on October 1, 2022 with an initial term of two years and an option to extend for an additional year, which was subsequently exercised, and which was amended to further extend the term through June 30, 2026 |
| Surviving Partnership | Another limited partnership or limited liability company organized or existing under the laws of the United States, any state thereof, the District of Columbia, or any territory thereof, which is the survivor of a merger, consolidation, or combination of assets with PJT Partners Holdings |
| Termination Transaction | Direct or indirect transfer of all or any portion of PJT Partners’ interest in PJT Partners Holdings |
| Trading Policy | PJT Partners Inc. Securities Trading Policies and Procedures |
| Willis Towers Watson | Willis Towers Watson & Co., an independent outside compensation consultant |
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