Form 8-K
8-K — PJT Partners Inc.
Accession: 0001193125-26-305383
Filed: 2026-07-16
Period: 2026-07-13
CIK: 0001626115
SIC: 6282 (INVESTMENT ADVICE)
Item: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
Item: Financial Statements and Exhibits
Documents
8-K — pjt-20260713.htm (Primary)
EX-99.1 (pjt-ex99_1.htm)
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8-K
8-K (Primary)
Filename: pjt-20260713.htm · Sequence: 1
8-K
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
—————————
FORM 8-K
—————————
CURRENT REPORT
Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): July 13, 2026
—————————
PJT Partners Inc.
(Exact name of registrant as specified in its charter)
Delaware
001-36869
36-4797143
(State or other jurisdiction
of incorporation)
(Commission File Number)
(IRS Employer
Identification No.)
280 Park Avenue
New York, New York
10017
(Address of principal executive offices)
(Zip Code)
Registrant’s telephone number, including area code: (212) 364-7800
Not Applicable
(Former name or former address, if changed since last report.)
—————————
Check the appropriate box below if the Form 8‑K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a‑12 under the Exchange Act (17 CFR 240.14a‑12)
☐
Pre‑commencement communications pursuant to Rule 14d‑2(b) under the Exchange Act (17 CFR 240.14d‑2(b))
☐
Pre‑commencement communications pursuant to Rule 13e‑4(c) under the Exchange Act (17 CFR 240.13e‑4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading
Symbol(s)
Name of each exchange on which registered
Class A common stock, par value $0.01 per share
PJT
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company ☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 5.02.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.
Helen Meates, Chief Financial Officer of PJT Partners Inc. (the “Company”), has informed the Company of her intention to step down from her role as Chief Financial Officer as of October 1, 2026 (the “Effective Date”). Following the Effective Date, Ms. Meates will remain at the Company in a non-executive officer role to assist with the transition of her responsibilities and retire from the Company following the conclusion of the transition period. Ms. Meates will continue to receive her base salary at its current rate during the transition period and will remain eligible to receive a cash bonus in respect of fiscal 2026. Following the conclusion of the transition period, Ms. Meates’ departure from the Company will constitute a qualifying retirement for purposes of her outstanding equity awards, the terms of which are described in the Company’s 2026 Proxy Statement.
The Company’s Board of Directors has appointed Arun Kalra to succeed Ms. Meates as the Company’s Chief Financial Officer effective as of the Effective Date.
Mr. Kalra, 38, currently the Company’s Director of Finance, has spent the last decade helping Ms. Meates build the global finance function of the Company, having joined the firm in 2016, initially as head of Financial Planning and Analysis. Prior to joining the Company, Mr. Kalra was a senior member of the compensation team at UBS AG. Mr. Kalra holds a BSc from the London School of Economics.
A press release announcing the transition of the Company's Chief Financial Officer role from Ms. Meates to Mr. Kalra, as described above, is attached hereto as Exhibit 99.1.
Item 9.01.
Financial Statements and Exhibits.
(d) Exhibits.
Exhibit
Number
Description
99.1
Press release of PJT Partners Inc. issued on July 16, 2026.
104
The cover page of this Current Report on Form 8-K, formatted in Inline XBRL.
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
PJT Partners Inc.
By:
/s/ David K.F. Gillis
Name: David K.F. Gillis
Title: Managing Director, Corporate Secretary
Date: July 16, 2026
EX-99.1
EX-99.1
Filename: pjt-ex99_1.htm · Sequence: 2
EX-99.1
Exhibit 99.1
PJT Partners Inc. Announces Chief Financial Officer Transition
Arun Kalra, PJT Partners Director of Finance, to Become CFO
Helen Meates to Step Down From Role After More Than a Decade With the Company
New York, July 16, 2026: PJT Partners Inc. (the “Company” or “PJT Partners”) (NYSE: PJT) today announced the appointment of Arun Kalra as Chief Financial Officer, effective October 1, 2026. Mr. Kalra will succeed Helen Meates, who will step down as Chief Financial Officer of the Company after more than a decade in the role. Ms. Meates will stay on through year-end 2026 to ensure a seamless transition.
Mr. Kalra currently serves as Director of Finance at PJT Partners. He joined the Company in 2016 as Head of Financial Planning and Analysis and has worked closely with Ms. Meates across all aspects of PJT Partners' global finance function, taking on progressively broader responsibilities. Prior to joining PJT Partners, Mr. Kalra was a senior member of the compensation team at UBS. He holds a BSc from the London School of Economics.
“Helen has been an extraordinary partner in building PJT Partners since our earliest days, and we are deeply grateful for her contributions to our success," said Paul J. Taubman, Chairman and Chief Executive Officer. "We are fortunate to have a successor who shares the same standards of leadership, integrity, and commitment to excellence. Our Board of Directors and management team are highly confident that Arun is the right person to lead our finance function forward.”
“I am honored to have the opportunity to serve as CFO of PJT Partners and am grateful for the confidence shown in me,” said Mr. Kalra. “I look forward to helping sustain the firm’s significant momentum, building on the strong foundation that Helen has established over the past decade.”
“It has been a privilege to serve as CFO of PJT Partners while working alongside Paul and the broader team over the past decade,” said Ms. Meates. “Arun has been an essential member of our finance team from day one. I have complete confidence in his ability to assume these new responsibilities given his strong track record and dedication to the firm.”
About PJT Partners
PJT Partners is a premier, global, advisory-focused investment bank that was built from the ground up to be different. Our highly experienced, collaborative teams provide independent advice coupled with old-world, high-touch client service. This ethos has allowed us to attract some of the very best talent in the markets in which we operate. We deliver leading advice to many of the world's most consequential companies, effect some of the most transformative transactions and restructurings and raise billions of dollars of capital around the globe to support startups and more established companies. To learn more about PJT Partners, please visit our website at www.pjtpartners.com.
Media Relations: Jon Keehner
Joele Frank, Wilkinson Brimmer Katcher
Tel: +1 212.355.4449
PJT-JF@joelefrank.com
Investor Relations: Sharon Pearson
PJT Partners Inc.
Tel: +1 212.364.7120
pearson@pjtpartners.com
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