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
Feb 21, 2025 (view filing)Feb 21Same dayShropshire KennethDirectorSSaleClass A Common Stock−2.55K$72.30−$184.4K−26.9%6.94K 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 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 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 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 daysMoelis KennethChairman, CEOSSaleClass A Common Stock−9.71K$74.00−$718.7K−4.4%209.2K 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 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 daysPilcher Ciafone KatherineChief Operating OfficerSSaleClass A Common Stock−3.52K$74.00−$260.1K−47.2%3.93K 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
Aug 27, 2025 (view filing)Aug 225 daysLateShropshire KennethDirectorSSaleClass A Common Stock−2.62K$72.52−$189.6K−26.9%7.11K 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 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
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