Skip to main content

Moelis & Co

MC
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0001596967

In the last 90 days, Moelis & Co insiders filed 0 open-market purchases and 2 sales; 397 institutions reported holding it in 13F filings for Q2 2026, worth $5.25B in total; no superinvestor holds it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Moelis & Co insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
2 filings
2 insiders, $466.0K in total
Insiders trading
2
Net value
−$466.0K
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Moelis & Co, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Moelis & Co
NameTitleLast reported holdingLast filingFilings, past year
Barker ThoroldDirector1,562Sep 21, 20265
Mirrer LouiseDirector1,641Sep 21, 20265
Worrell LailaDirector1,796Sep 21, 20265
Shropshire KennethDirector202Sep 21, 20266
Cantor EricVice Chairman, MD236,948Sep 21, 20265
Watanabe Osamu R.General Counsel, Secretary131Sep 21, 20267
Riehl NickPrincipal Accounting Officer36Sep 21, 20266
Pilcher Ciafone KatherineChief Operating Officer7,969Sep 21, 20266
Callesano ChristopherChief Financial Officer2,292Sep 21, 20265
Moelis KennethExecutive Chairman209,310Feb 20, 20263
Mahmoodzadegan NavidChief Executive Officer197,602Feb 11, 20261
Raich JeffreyExecutive Vice Chairman, MD54,794Feb 11, 20261
Simon JosephFormer Chief Financial Officer22,832Mar 31, 20250
Allison John ADirector809Dec 4, 20240
Crain ElizabethOther: Former Chief Operating Officer0Dec 27, 20230
Richardson Yolonda CDirector78Jun 27, 20230

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Aug 31, 2026 (view filing)5:00 PM ETAug 274 daysShropshire KennethDirectorSSaleClass A Common Stock−1.88K$69.06−$129.9K−19.8%7.63K after
Aug 6, 2026 (view filing)5:00 PM ETAug 42 daysWatanabe Osamu R.General Counsel, SecretarySSaleClass A Common Stock−4.85K$69.30−$336.1K−97.4%131 after
Feb 23, 2026 (view filing)Feb 194 daysWatanabe Osamu R.General Counsel, SecretarySSaleClass A Common Stock−2.77K$62.23−$172.1K−35.7%4.98K after
Aug 27, 2025 (view filing)Aug 225 daysLateShropshire KennethDirectorSSaleClass A Common Stock−2.62K$72.52−$189.6K−26.9%7.11K after
Jul 29, 2025 (view filing)Jul 254 daysWatanabe Osamu R.General Counsel, SecretarySSaleClass A Common Stock−6.34K$72.64−$460.5K−98.0%131 after
Feb 21, 2025 (view filing)Feb 192 daysPilcher Ciafone KatherineChief Operating OfficerSSaleClass A Common Stock−3.52K$74.00−$260.1K−47.2%3.93K after
Feb 21, 2025 (view filing)Feb 192 daysCantor EricVice Chairman, MDSSaleClass A Common Stock−16.5K$74.00−$1.22M−7.0%218.8K after
Feb 21, 2025 (view filing)Feb 192 daysSimon JosephChief Financial OfficerSSaleClass A Common Stock−5.76K$74.00−$426.1K−20.1%22.8K after
Feb 21, 2025 (view filing)Feb 192 daysMoelis KennethChairman, CEOSSaleClass A Common Stock−9.71K$74.00−$718.7K−4.4%209.2K after
Feb 21, 2025 (view filing)Feb 192 daysCallesano ChristopherPrincipal Accounting OfficerSSaleClass A Common Stock−1.28K$74.00−$94.9K−51.1%1.23K after
Feb 21, 2025 (view filing)Feb 192 daysRaich JeffreyCo-President, MDSSaleClass A Common Stock−8.72K$74.00−$645.4K−13.7%54.8K after
Feb 21, 2025 (view filing)Feb 192 daysWatanabe Osamu R.General Counsel, SecretarySSaleClass A Common Stock−5.66K$74.00−$418.9K−46.7%6.47K after
Feb 21, 2025 (view filing)Feb 192 daysMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−9.41K$74.00−$696.0K−4.5%197.6K after
Feb 21, 2025 (view filing)Feb 21Same dayShropshire KennethDirectorSSaleClass A Common Stock−2.55K$72.30−$184.4K−26.9%6.94K after
Nov 12, 2024 (view filing)Nov 75 daysCallesano ChristopherPrincipal Accounting OfficerSSaleClass A Common Stock−885$80.00−$70.8K−100.0%0 after
Aug 2, 2024 (view filing)Jul 312 daysShropshire KennethDirectorSSaleClass A Common Stock−495$69.29−$34.3K−5.0%9.37K after
Aug 2, 2024 (view filing)Jul 303 daysLatePilcher Ciafone KatherineChief Operating OfficerSSaleClass A Common Stock−3.67K$68.88−$252.5K−100.0%0 after
Aug 2, 2024 (view filing)Jul 303 daysLateMoelis KennethChairman, CEOSSaleClass A Common Stock−5.31K$68.87−$365.6K−98.4%86 after
Aug 2, 2024 (view filing)Jul 30-313 daysLateMoelis KennethChairman, CEOSSaleClass A Common Stock−100.0K$68.89−$6.89M−100.0%0 after2 lots
Jul 29, 2024 (view filing)Jul 254 daysSimon JosephChief Financial OfficerSSaleClass A Common Stock−6.72K$64.00−$430.3K−100.0%0 after
May 14, 2024 (view filing)May 131 dayMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−45.0K$54.92−$2.47M−100.0%0 after
May 10, 2024 (view filing)May 9-101 dayMoelis KennethChairman, CEOSSaleClass A Common Stock−77.1K$54.04−$4.17M−93.5%5.34K after2 lots
Mar 1, 2024 (view filing)Feb 29-Mar 11 dayMoelis KennethChairman, CEOSSaleClass A Common Stock−79.0K$54.11−$4.27M−48.9%82.4K after2 lots
Mar 1, 2024 (view filing)Feb 29-Mar 11 dayMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−70.3K$54.05−$3.80M−61.0%45.0K after2 lots
Mar 1, 2024 (view filing)Feb 291 daySimon JosephChief Financial OfficerSSaleClass A Common Stock−8.57K$54.13−$464.1K−100.0%0 after
Mar 1, 2024 (view filing)Feb 291 dayRaich JeffreyCo-President, MDSSaleClass A Common Stock−44.7K$54.23−$2.42M−100.0%0 after
Feb 23, 2024 (view filing)Feb 21-222 daysMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−96.3K$52.85−$5.09M−45.5%115.2K after2 lots
Feb 23, 2024 (view filing)Feb 212 daysSimon JosephChief Financial OfficerSSaleClass A Common Stock−8.15K$52.60−$428.6K−48.7%8.57K after
Feb 23, 2024 (view filing)Feb 21-232 daysRaich JeffreyCo-President, MDSSaleClass A Common Stock−84.9K$53.67−$4.56M−65.5%44.7K after2 lots
Feb 23, 2024 (view filing)Feb 212 daysCallesano ChristopherPrincipal Accounting OfficerSSaleClass A Common Stock−1.14K$52.60−$60.2K−56.4%885 after
Feb 23, 2024 (view filing)Feb 21-232 daysMoelis KennethChairman, CEOSSaleClass A Common Stock−128.7K$52.61−$6.77M−44.4%161.4K after2 lots
Feb 23, 2024 (view filing)Feb 212 daysCantor EricVice Chairman, MDSSaleClass A Common Stock−17.9K$52.60−$939.3K−8.4%195.9K after
Feb 23, 2024 (view filing)Feb 21-232 daysWatanabe Osamu R.General Counsel, SecretarySSaleClass A Common Stock−13.6K$53.37−$723.4K−99.0%131 after2 lots
Feb 23, 2024 (view filing)Feb 212 daysPilcher Ciafone KatherineChief Operating OfficerSSaleClass A Common Stock−4.80K$52.60−$252.4K−56.7%3.67K after
Feb 21, 2024 (view filing)Feb 16-215 daysMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−66.0K$55.26−$3.64M−66.0%33.9K after3 lots
Feb 13, 2024 (view filing)Feb 94 daysSimon JosephChief Financial OfficerSSaleClass A Common Stock−10.7K$54.70−$586.4K−100.0%0 after3 lots
Feb 12, 2024 (view filing)Feb 84 daysCallesano ChristopherPrincipal Accounting OfficerSSaleClass A Common Stock−1.04K$53.59−$55.7K−100.0%0 after
Nov 13, 2023 (view filing)Nov 9-134 daysMoelis KennethChairman, CEOSSaleClass A Common Stock−93.1K$41.75−$3.89M−94.6%5.31K after3 lots
Aug 14, 2023 (view filing)Aug 104 daysShropshire KennethDirectorSSaleClass A Common Stock−1.42K$48.09−$68.1K−16.5%7.16K after
Aug 2, 2023 (view filing)Jul 31-Aug 22 daysCrain ElizabethChief Operating OfficerSSaleClass A Common Stock−11.2K$48.08−$537.3K−100.0%0 after2 lots
Mar 7, 2023 (view filing)Mar 34 daysMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−23.3K$43.05−$1.00M−18.9%99.9K after
Mar 2, 2023 (view filing)Feb 28-Mar 12 daysMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−106.2K$43.17−$4.59M−46.3%123.2K after2 lots
Mar 1, 2023 (view filing)Feb 272 daysWatanabe Osamu R.General Counsel, SecretarySSaleClass A Common Stock−6.13K$42.99−$263.5K−97.9%131 after
Feb 24, 2023 (view filing)Feb 222 daysRaich JeffreyCo-President, MDSSaleClass A Common Stock−36.6K$42.06−$1.54M−45.0%44.7K after
Feb 24, 2023 (view filing)Feb 222 daysMoelis KennethChairman, CEOSSaleClass A Common Stock−45.5K$42.06−$1.91M−31.6%98.3K after
Feb 24, 2023 (view filing)Feb 222 daysMahmoodzadegan NavidCo-President, MDSSaleClass A Common Stock−68.6K$42.06−$2.88M−23.0%229.4K after
Feb 24, 2023 (view filing)Feb 222 daysCrain ElizabethChief Operating OfficerSSaleClass A Common Stock−10.4K$42.06−$438.2K−48.2%11.2K after
Feb 24, 2023 (view filing)Feb 222 daysWatanabe Osamu R.General Counsel, SecretarySSaleClass A Common Stock−5.72K$42.06−$240.4K−47.7%6.26K after
Feb 13, 2023 (view filing)Feb 13Same dayCallesano ChristopherPrincipal Accounting OfficerSSaleClass A Common Stock−1.16K$46.92−$54.2K−100.0%0 after
Feb 13, 2023 (view filing)Feb 9-134 daysRaich JeffreyCo-President, MDSSaleClass A Common Stock−97.9K$44.98−$4.40M−100.0%0 after4 lots