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AI brief of an SEC Form 8-K · PJT Partners (PJT)

PJT Partners CFO Helen Meates to step down; Arun Kalra to succeed her October 1

Neutral Impact 4 of 5 leadership Written later

PJT Partners said CFO Helen Meates will step down effective October 1, 2026, and the Board has appointed Arun Kalra, currently Director of Finance, as her successor on the same date. Ms. Meates will stay in a non-executive role to assist the transition and retire after it ends, and the filing says the company's press release states she will remain through year-end 2026. The filing contains no financial results, so the change is a leadership transition rather than a change in reported performance.

Key points

  • Helen Meates steps down as CFO effective October 1, 2026, and remains in a non-executive role during the transition.
  • Arun Kalra, 38, joined PJT Partners in 2016 as head of Financial Planning and Analysis and is currently Director of Finance.
  • Ms. Meates continues to receive her base salary during the transition and remains eligible for a fiscal 2026 cash bonus.
  • Ms. Meates' departure after the transition will count as a qualifying retirement for her outstanding equity awards.

The filing

CompanyPJT Partners (PJT)
Form8-K, current report
Filed with the SECJul 16, 2026, 6:50 AM ET
Accession number0001193125-26-305383

Items reported: 5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 16, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.