Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. It generates revenue from advisory transactions. The firm derives a majority of its revenue from the United States, followed by Europe and the rest of the World.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 2 | 6,731 | $466K |
| Grant or award | 38 | 9,575 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
75 Form 4 filings on record, the earliest from Oct 25, 2024, newest first. Filing history page 2 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Osamu R. Watanabe - Officer | Grant or award | 2025 Vested Incentive RSUs | 5,971 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2025 Special Vested Incentive RSUs | 1,388 | $0.00 | - | |
| Nick Riehl - Officer | Grant or award | 2025 Incentive RSUs | 937 | $0.00 | - | |
| Nick Riehl - Officer | Grant or award | 2025 Special Incentive RSUs | 694 | $0.00 | - | |
| Navid Mahmoodzadegan - Officer | Grant or award | 2022 Performance LP Units of MCGEH (Granted Feb 16, 2023) | 3,416 | $0.00 | - | |
| Navid Mahmoodzadegan - Officer | Grant or award | 2024 Vested LP Units of MCGEH (Granted February 13, 2025) | 184,519 | $0.00 | - | |
| Navid Mahmoodzadegan - Officer | Grant or award | 2024 LTI LP Units of MCGEH (Granted February 13, 2025) | 51,007 | $0.00 | - | |
| Navid Mahmoodzadegan - Officer | Grant or award | 2025 Performance LP Units of MCGEH (Granted June 9, 2025) | 453,762 | $0.00 | - | |
| Kenneth Moelis - Officer | Grant or award | 2022 Performance LP Units of MCGEH (Granted Feb 16, 2023) | 4,441 | $0.00 | - | |
| Kenneth Moelis - Officer | Grant or award | 2024 Vested LP Units of MCGEH (Granted February 13, 2025) | 198,291 | $0.00 | - | |
| Kenneth Moelis - Officer | Grant or award | 2024 LP Units of MCGEH (Granted February 13, 2025) | 318,796 | $0.00 | - | |
| Jeffrey Raich - Officer | Grant or award | 2024 Vested LP Units of MCGEH (Granted February 13, 2025) | 35,705 | $0.00 | - | |
| Jeffrey Raich - Officer | Grant or award | 2024 LTI LP Units of MCGEH (Granted February 13, 2025) | 12,751 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2024 LP Units of MCGEH (Granted February 13, 2025) | 8,161 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2024 LTI LP Units of MCGEH (Granted February 13, 2025) | 2,550 | $0.00 | - | |
| Kenneth Shropshire | Grant or award | 2024 Annual Restricted Stock Units | 20.81 | - | - | |
| Kenneth Shropshire | Grant or award | 2025 Annual Restricted Stock Units | 17.37 | - | - | |
| Kenneth Shropshire | Grant or award | 2025 Elective Restricted Stock Units | 1.54 | - | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2020 Incentive RSUs | 21.54 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2021 Incentive RSUs | 40.64 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2022 Incentive RSUs | 58.12 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2023 Incentive RSUs | 61.36 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2024 Incentive RSUs | 63.66 | $0.00 | - | |
| Nick Riehl - Officer | Grant or award | 2023 Long Term Incentive RSUs | 9.58 | $0.00 | - | |
| Nick Riehl - Officer | Grant or award | 2024 Incentive RSUs | 2.41 | $0.00 | - | |
| Nick Riehl - Officer | Grant or award | 2024 Long Term Incentive RSUs | 3.21 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2020 Incentive RSUs | 4.3 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2021 Incentive RSUs | 7.44 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2022 Incentive RSUs | 17.58 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2023 Incentive RSUs | 16.1 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2024 Incentive RSUs | 16.07 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2020 Incentive RSUs | 14.34 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2021 Incentive RSUs | 27.23 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2022 Incentive RSUs | 58.12 | $0.00 | - | |
| Eric Cantor - Officer | Tax withholding / forfeiture | Class A Common Stock | 668.41 | $66.45 | $44K | |
| Eric Cantor - Officer | Option exercise | Class A Common Stock | 668.41 | - | - | |
| Eric Cantor - Officer | Grant or award | 2020 Incentive RSUs | 71.66 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2021 Incentive RSUs | 135.14 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2022 Incentive RSUs | 254.23 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2023 Incentive RSUs | 260.77 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2024 Incentive RSUs | 154.33 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2024 Long Term Incentive RSUs | 64.3 | $0.00 | - | |
| Eric Cantor - Officer | Option exercise | 2024 Incentive RSUs | 668.41 | $0.00 | - | |
| Laila Worrell | Grant or award | 2024 Annual Restricted Stock Units | 19.87 | - | - | |
| Laila Worrell | Grant or award | 2025 Annual Restricted Stock Units | 16.58 | - | - | |
| Laila Worrell | Grant or award | 2025 Elective Restricted Stock Units | 13.62 | - | - | |
| Thorold Barker | Grant or award | 2025 Annual Restricted Stock Units | 15.79 | - | - | |
| Louise Mirrer | Grant or award | 2024 Annual Restricted Stock Units | 12.26 | - | - | |
| Louise Mirrer | Grant or award | 2024 Annual Restricted Stock Units | 0.38 | - | - | |
| Louise Mirrer | Grant or award | 2025 Annual Restricted Stock Units | 16.58 | - | - | |
| Kenneth Moelis - Officer | Option exercise | Class A Common Stock | 73 | - | - | |
| Kenneth Moelis - Officer | Option exercise | Class B Common Stock, par value $0.01 | 133,092 | - | - | |
| Christopher Callesano - Officer | Grant or award | 2020 Incentive RSUs | 3.65 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2021 Incentive RSUs | 6.3 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2022 Incentive RSUs | 14.9 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2023 Incentive RSUs | 13.65 | $0.00 | - | |
| Christopher Callesano - Officer | Grant or award | 2024 Incentive RSUs | 13.62 | $0.00 | - | |
| Kenneth Shropshire | Grant or award | 2024 Annual Restricted Stock Units | 17.64 | - | - | |
| Kenneth Shropshire | Grant or award | 2025 Annual Restricted Stock Units | 14.72 | - | - | |
| Kenneth Shropshire | Grant or award | 2025 Elective Restricted Stock Units | 1.74 | - | - | |
| Laila Worrell | Grant or award | 2024 Annual Restricted Stock Units | 16.84 | - | - | |
| Laila Worrell | Grant or award | 2025 Annual Restricted Stock Units | 14.05 | - | - | |
| Laila Worrell | Grant or award | 2025 Elective Restricted Stock Units | 15.39 | - | - | |
| Thorold Barker | Grant or award | 2025 Annual Restricted Stock Units | 13.38 | - | - | |
| Louise Mirrer | Grant or award | 2024 Annual Restricted Stock Units | 10.39 | - | - | |
| Louise Mirrer | Grant or award | 2024 Annual Restricted Stock Units | 0.32 | - | - | |
| Louise Mirrer | Grant or award | 2025 Annual Restricted Stock Units | 14.05 | - | - | |
| Nick Riehl - Officer | Grant or award | 2023 Long Term Incentive RSUs | 8.12 | $0.00 | - | |
| Nick Riehl - Officer | Grant or award | 2024 Incentive RSUs | 2.04 | $0.00 | - | |
| Nick Riehl - Officer | Grant or award | 2024 Long Term Incentive RSUs | 2.72 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2020 Incentive RSUs | 12.15 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2021 Incentive RSUs | 23.08 | $0.00 | - | |
| Ciafone Katherine Pilcher - Officer | Grant or award | 2022 Incentive RSUs | 49.26 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2020 Incentive RSUs | 60.74 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2021 Incentive RSUs | 114.54 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2022 Incentive RSUs | 215.48 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2023 Incentive RSUs | 221.02 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2024 Incentive RSUs | 130.81 | $0.00 | - | |
| Eric Cantor - Officer | Grant or award | 2024 Long Term Incentive RSUs | 54.5 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2020 Incentive RSUs | 18.26 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2021 Incentive RSUs | 34.44 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2022 Incentive RSUs | 49.26 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2023 Incentive RSUs | 52 | $0.00 | - | |
| Osamu R. Watanabe - Officer | Grant or award | 2024 Incentive RSUs | 53.96 | $0.00 | - | |
| Kenneth Shropshire | Open-market sale | Class A Common Stock | 2,615 | $72.52 | $190K | |
| Osamu R. Watanabe - Officer | Open-market sale | Class A Common Stock | 6,340 | $72.64 | $461K | |
| Thorold Barker | Grant or award | 2025 Annual Restricted Stock Units | 1,601 | - | - | |
| Laila Worrell | Grant or award | 2025 Annual Restricted Stock Units | 1,681 | - | - | |
| Laila Worrell | Grant or award | 2025 Elective Restricted Stock Units | 1,841 | - | - | |
| Kenneth Shropshire | Grant or award | 2025 Annual Restricted Stock Units | 1,761 | - | - | |
| Kenneth Shropshire | Grant or award | 2025 Elective Restricted Stock Units | 208 | - | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| KENNETH SHROPSHIRE | Director | 1,881 | $130K | View on EDGAR | |
| OSAMU R WATANABE | Officer | 4,850 | $336K | View on EDGAR |
Moelis & Co (MC) had 15 insider filings in the last 90 days, with the most recent on 2026-08-31. The full record for MC runs to 75 Form 4 filings, the earliest from 2024-10-25. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of MC were filed in the last 90 days.
2 insider sales of MC were filed in the last 90 days, totaling $466K.
This page tracks MC Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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