Short answer
PJT Partners Inc. (PJT) filed an 8-K current report with the SEC on July 16, 2026 reporting Item 5.02 (Departure/Election of Directors or Officers), Item EX-99.1 (Exhibit EX-99.1). CFO Helen Meates steps down October 1, 2026, then retires after a transition period.
PJT Partners Inc. 8-K event analysis
AI summary of each reported item and its exhibits
Item 5.02 · Departure/Election of Directors or Officers
- CFO Helen Meates steps down October 1, 2026, then retires after a transition period
- Meates retains current base salary and fiscal 2026 bonus eligibility during transition
- Board appoints 38-year-old Arun Kalra as CFO effective October 1, 2026
- Kalra has helped build PJT’s global finance function since joining in 2016
- Qualifying retirement preserves treatment of Meates’ outstanding equity awards under the 2026 Proxy Statement
Item EX-99.1 · Exhibit EX-99.1
- Arun Kalra appointed CFO effective October 1, 2026, succeeding Helen Meates
- Meates stepping down after more than a decade, remaining through year-end 2026 for transition
- Internal succession supports continuity across PJT’s finance function and reduces near-term execution risk
- Kalra joined PJT in 2016 and currently serves as Director of Finance
Generated from the filing text and exhibits; verify against the original. What 8-K item codes mean
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