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Moelis & Co

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Tapewire entity
3898
SEC CIK
0001596967
Parsed reports
864

Last 12 months

Inside the activity.

0 purchase rows · 3 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202601
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202602
Sep 202600
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 26, 2026 Filed Mar 30, 2026 21:59 UTC
WATANABE OSAMU R.General Counsel, Secretary
Grant2024 Incentive RSUs · Derivative 61.64 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 4

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,319.42

Underlying: Class A Common Stock · 61.64 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
March 26, 2026 Filed Mar 30, 2026 21:59 UTC
WATANABE OSAMU R.General Counsel, Secretary
Grant2023 Incentive RSUs · Derivative 55.7 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 3

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,806.11

Underlying: Class A Common Stock · 55.7 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
March 26, 2026 Filed Mar 30, 2026 21:59 UTC
WATANABE OSAMU R.General Counsel, Secretary
Grant2022 Incentive RSUs · Derivative 46.89 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 2

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,046.58

Underlying: Class A Common Stock · 46.89 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
March 26, 2026 Filed Mar 30, 2026 21:59 UTC
WATANABE OSAMU R.General Counsel, Secretary
Grant2021 Incentive RSUs · Derivative 24.59 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 1

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,122.19

Underlying: Class A Common Stock · 24.59 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
Riehl NickPrincipal Accounting Officer
Exercise / conversion2024 Incentive Restricted Stock Units · Derivative 61.43 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064637 · ownership.xml · derivative · entry 3

Riehl Nick · CIK 0002063501 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 187.41

Underlying: Class A Common Stock · 61.43 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
Riehl NickPrincipal Accounting Officer
Tax withholdingClass A Common Stock 25.43 $62.73 $1,595.22
Disclosure

SEC source: 0001193125-26-064637 · ownership.xml · nonDerivative · entry 2

Riehl Nick · CIK 0002063501 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
Riehl NickPrincipal Accounting Officer
Exercise / conversionClass A Common Stock 61.43 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064637 · ownership.xml · nonDerivative · entry 1

Riehl Nick · CIK 0002063501 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61.43

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs).

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
Exercise / conversion2024 Incentive Restricted Stock Units · Derivative 1,313.92 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 8

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,257.78

Underlying: Class A Common Stock · 1,313.92 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
Exercise / conversion2023 Incentive Restricted Stock Units · Derivative 1,583.47 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 7

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,750.42

Underlying: Class A Common Stock · 1,583.47 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
Exercise / conversion2022 Incentive Restricted Stock Units · Derivative 1,999.85 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 6

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,999.69

Underlying: Class A Common Stock · 1,999.85 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 2,097.6 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 5

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,097.6

Underlying: Class A Common Stock · 2,097.6 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 2,224.06 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 4

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,224.06 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
SaleClass A Common Stock 2,765 $62.23 $172,065.95
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · nonDerivative · entry 3

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,981

F2 · security: Class A Common Stock sold by Mr. Watanabe in order to raise proceeds to satisfy tax obligations triggered by delivery of the Class A Common Stock upon settlement of the RSUs. Federal taxes are not withheld from Class A Common Stock delivered to Mr. Watanabe upon settlement of RSUs because he is a partner in Moelis & Company Partner Holdings LP.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
Tax withholdingClass A Common Stock 1,603.9 $62.73 $100,612.65
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · nonDerivative · entry 2

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,746

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:56 UTC
WATANABE OSAMU R.General Counsel, Secretary
Exercise / conversionClass A Common Stock 9,218.9 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064633 · ownership.xml · nonDerivative · entry 1

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,349.9

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs).

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Callesano ChristopherChief Financial Officer
Exercise / conversion2024 Incentive Restricted Stock Units · Derivative 331.08 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 7

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,327.46

Underlying: Class A Common Stock · 331.08 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Callesano ChristopherChief Financial Officer
Exercise / conversion2023 Incentive Restricted Stock Units · Derivative 415.34 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 6

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,247.09

Underlying: Class A Common Stock · 415.34 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Callesano ChristopherChief Financial Officer
Exercise / conversion2022 Incentive Restricted Stock Units · Derivative 604.98 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,209.95

Underlying: Class A Common Stock · 604.98 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Callesano ChristopherChief Financial Officer
Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 383.9 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 383.9

Underlying: Class A Common Stock · 383.9 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Callesano ChristopherChief Financial Officer
Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 444.01 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 444.01 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Callesano ChristopherChief Financial Officer
Tax withholdingClass A Common Stock 1,114.3 $62.73 $69,900.04
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · nonDerivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,292

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Callesano ChristopherChief Financial Officer
Exercise / conversionClass A Common Stock 2,179.3 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · nonDerivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,406.3

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs).

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Pilcher Ciafone KatherineChief Operating Officer
Exercise / conversion2022 Incentive Restricted Stock Units · Derivative 1,999.85 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064629 · ownership.xml · derivative · entry 5

Pilcher Ciafone Katherine · CIK 0001994994 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,999.69

Underlying: Class A Common Stock · 1,999.85 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Pilcher Ciafone KatherineChief Operating Officer
Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 1,405.62 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064629 · ownership.xml · derivative · entry 4

Pilcher Ciafone Katherine · CIK 0001994994 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,405.62

Underlying: Class A Common Stock · 1,405.62 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Pilcher Ciafone KatherineChief Operating Officer
Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 1,480.02 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064629 · ownership.xml · derivative · entry 3

Pilcher Ciafone Katherine · CIK 0001994994 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,480.02 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Pilcher Ciafone KatherineChief Operating Officer
Tax withholdingClass A Common Stock 850.48 $62.73 $53,350.61
Disclosure

SEC source: 0001193125-26-064629 · ownership.xml · nonDerivative · entry 2

Pilcher Ciafone Katherine · CIK 0001994994 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,969

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC
Pilcher Ciafone KatherineChief Operating Officer
Exercise / conversionClass A Common Stock 4,885.48 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064629 · ownership.xml · nonDerivative · entry 1

Pilcher Ciafone Katherine · CIK 0001994994 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,819.48

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs).

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:54 UTC
Cantor EricDirector · Vice Chairman, MD
Exercise / conversion2024 Incentive Restricted Stock Units · Derivative 2,517.49 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064625 · ownership.xml · derivative · entry 7

Cantor Eric · CIK 0001618434 · Director · Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,745.69

Underlying: Class A Common Stock · 2,517.49 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:54 UTC
Cantor EricDirector · Vice Chairman, MD
Exercise / conversion2023 Incentive Restricted Stock Units · Derivative 6,729.76 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064625 · ownership.xml · derivative · entry 6

Cantor Eric · CIK 0001618434 · Director · Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,189.28

Underlying: Class A Common Stock · 6,729.76 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:54 UTC
Cantor EricDirector · Vice Chairman, MD
Exercise / conversion2022 Incentive Restricted Stock Units · Derivative 8,748.18 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064625 · ownership.xml · derivative · entry 5

Cantor Eric · CIK 0001618434 · Director · Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,496.36

Underlying: Class A Common Stock · 8,748.18 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:54 UTC
Cantor EricDirector · Vice Chairman, MD
Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 6,975.15 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064625 · ownership.xml · derivative · entry 4

Cantor Eric · CIK 0001618434 · Director · Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,975.15

Underlying: Class A Common Stock · 6,975.15 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:54 UTC
Cantor EricDirector · Vice Chairman, MD
Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 7,397.4 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064625 · ownership.xml · derivative · entry 3

Cantor Eric · CIK 0001618434 · Director · Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 7,397.4 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026.

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:54 UTC
Cantor EricDirector · Vice Chairman, MD
Tax withholdingClass A Common Stock 14,224.97 $62.73 $892,332.37
Disclosure

SEC source: 0001193125-26-064625 · ownership.xml · nonDerivative · entry 2

Cantor Eric · CIK 0001618434 · Director · Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 236,948

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:54 UTC
Cantor EricDirector · Vice Chairman, MD
Exercise / conversionClass A Common Stock 32,367.97 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064625 · ownership.xml · nonDerivative · entry 1

Cantor Eric · CIK 0001618434 · Director · Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 251,172.97

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs).

Read SEC document
February 18, 2026 Filed Feb 20, 2026 22:30 UTC
MOELIS KENNETHDirector · Executive Chairman
Exercise / conversionClass B Common Stock, par value $0.01 · Derivative 847 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-061697 · ownership.xml · derivative · entry 1

MOELIS KENNETH · CIK 0001604686 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,190,479

Underlying: Class A Common Stock, par value $0.01 · 0 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · security: The conversion covered by this footnote automatically occurred pursuant to the terms of the Company's Amended and Restated Certificate of Incorporation when certain Group Units were exchanged for Class A common stock by certain selling Stockholders.

F2 · security: Each share of Class B common stock is convertible into approximately 0.00055 shares of Class A common stock in certain circumstances, including when and if certain holders of Group Units elect to exchange such units for Class A common stock. Such conversions of Class B common stock may often result in conversion into less than 1 share of Class A common stock. and in such case in lieu of such fractional share, the Company will pay the holder (Partner Holdings) cash equal to the Value (as defined in the Company's Amended and Restated Certificate of Incorporation) of the fractional share of Class A common stock.

F2 · derivative.exercise_price: Each share of Class B common stock is convertible into approximately 0.00055 shares of Class A common stock in certain circumstances, including when and if certain holders of Group Units elect to exchange such units for Class A common stock. Such conversions of Class B common stock may often result in conversion into less than 1 share of Class A common stock. and in such case in lieu of such fractional share, the Company will pay the holder (Partner Holdings) cash equal to the Value (as defined in the Company's Amended and Restated Certificate of Incorporation) of the fractional share of Class A common stock.

F2 · kind: Each share of Class B common stock is convertible into approximately 0.00055 shares of Class A common stock in certain circumstances, including when and if certain holders of Group Units elect to exchange such units for Class A common stock. Such conversions of Class B common stock may often result in conversion into less than 1 share of Class A common stock. and in such case in lieu of such fractional share, the Company will pay the holder (Partner Holdings) cash equal to the Value (as defined in the Company's Amended and Restated Certificate of Incorporation) of the fractional share of Class A common stock.

F1 · price: The conversion covered by this footnote automatically occurred pursuant to the terms of the Company's Amended and Restated Certificate of Incorporation when certain Group Units were exchanged for Class A common stock by certain selling Stockholders.

F2 · derivative.exercise_date: Each share of Class B common stock is convertible into approximately 0.00055 shares of Class A common stock in certain circumstances, including when and if certain holders of Group Units elect to exchange such units for Class A common stock. Such conversions of Class B common stock may often result in conversion into less than 1 share of Class A common stock. and in such case in lieu of such fractional share, the Company will pay the holder (Partner Holdings) cash equal to the Value (as defined in the Company's Amended and Restated Certificate of Incorporation) of the fractional share of Class A common stock.

F2 · derivative.expiration_date: Each share of Class B common stock is convertible into approximately 0.00055 shares of Class A common stock in certain circumstances, including when and if certain holders of Group Units elect to exchange such units for Class A common stock. Such conversions of Class B common stock may often result in conversion into less than 1 share of Class A common stock. and in such case in lieu of such fractional share, the Company will pay the holder (Partner Holdings) cash equal to the Value (as defined in the Company's Amended and Restated Certificate of Incorporation) of the fractional share of Class A common stock.

F2 · derivative.underlying_shares: Each share of Class B common stock is convertible into approximately 0.00055 shares of Class A common stock in certain circumstances, including when and if certain holders of Group Units elect to exchange such units for Class A common stock. Such conversions of Class B common stock may often result in conversion into less than 1 share of Class A common stock. and in such case in lieu of such fractional share, the Company will pay the holder (Partner Holdings) cash equal to the Value (as defined in the Company's Amended and Restated Certificate of Incorporation) of the fractional share of Class A common stock.

Read SEC document
February 12, 2026 Filed Feb 18, 2026 00:25 UTC
Riehl NickPrincipal Accounting Officer
Grant2025 Special Incentive RSUs · Derivative 694 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-055452 · ownership.xml · derivative · entry 2

Riehl Nick · CIK 0002063501 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 694

Underlying: Class A Common Stock · 694 shares

Expires not disclosed

F3 · security: Each 2025 Special Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F3 · derivative.exercise_price: Each 2025 Special Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F4 · derivative.exercise_date: The 2025 Special Incentive Restricted Stock Units vest in equal installments on February 23, 2027, February 23, 2028, February 23, 2029 and February 23, 2030.

F4 · derivative.expiration_date: The 2025 Special Incentive Restricted Stock Units vest in equal installments on February 23, 2027, February 23, 2028, February 23, 2029 and February 23, 2030.

Read SEC document
February 12, 2026 Filed Feb 18, 2026 00:25 UTC
Riehl NickPrincipal Accounting Officer
Grant2025 Incentive RSUs · Derivative 937 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-055452 · ownership.xml · derivative · entry 1

Riehl Nick · CIK 0002063501 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 937

Underlying: Class A Common Stock · 937 shares

Expires not disclosed

F1 · security: Each 2025 Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F1 · derivative.exercise_price: Each 2025 Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F2 · derivative.exercise_date: The 2025 Incentive Restricted Stock Units vest in equal installments on February 23, 2027, February 23, 2028, February 23, 2029 and February 23, 2030.

F2 · derivative.expiration_date: The 2025 Incentive Restricted Stock Units vest in equal installments on February 23, 2027, February 23, 2028, February 23, 2029 and February 23, 2030.

Read SEC document
February 12, 2026 Filed Feb 18, 2026 00:25 UTC
WATANABE OSAMU R.General Counsel, Secretary
Grant2025 Special Vested Incentive RSUs · Derivative 1,388 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-055453 · ownership.xml · derivative · entry 2

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,388

Underlying: Class A Common Stock · 1,388 shares

Expires not disclosed

F3 · security: Each 2025 Special Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F3 · derivative.exercise_price: Each 2025 Special Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F4 · derivative.exercise_date: The 2025 Special Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date.

F4 · derivative.expiration_date: The 2025 Special Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date.

Read SEC document
February 12, 2026 Filed Feb 18, 2026 00:25 UTC
WATANABE OSAMU R.General Counsel, Secretary
Grant2025 Vested Incentive RSUs · Derivative 5,971 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-055453 · ownership.xml · derivative · entry 1

WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,971

Underlying: Class A Common Stock · 5,971 shares

Expires not disclosed

F1 · security: Each 2025 Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F1 · derivative.exercise_price: Each 2025 Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan.

F2 · derivative.exercise_date: The 2025 Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date.

F2 · derivative.expiration_date: The 2025 Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:42 UTC
MAHMOODZADEGAN NAVIDDirector · Chief Executive Officer
Grant2025 Performance LP Units of MCGEH (Granted June 9, 2025) · Derivative 453,762.06 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047090 · ownership.xml · derivative · entry 4

MAHMOODZADEGAN NAVID · CIK 0001604685 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 453,762.06

Underlying: Class A Common Stock · 453,762.06 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F7 · kind: On June 9, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with being named Chief Executive Officer, which was previously reported on Form 8-K on June 9, 2025. These LP Units are subject to the performance and time-based vesting requirements described below. These LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuer's Compensation Committee certified the achievement of the Book-Up, and these LP Units remain subject to the performance and time-based vesting requirements described below.

F8 · shares: Amount reflects target award of 450,000 Performance LP Units plus 3,762.06 Performance LP Units in dividend equivalents previously granted and included in the Book Up in February of 2026.

F9 · derivative.exercise_date: These Performance LP Units are subject to three conditions in order to vest: (i) a Book-Up, (ii) certain performance conditions based on meeting or exceeding specified dividend adjusted stock price hurdles and (iii) a five year service vesting condition. At this time, only the Book-Up condition has been met. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of September 30, 2028, 2029 and 2030. The redemption rights described herein do not expire.

F9 · derivative.expiration_date: These Performance LP Units are subject to three conditions in order to vest: (i) a Book-Up, (ii) certain performance conditions based on meeting or exceeding specified dividend adjusted stock price hurdles and (iii) a five year service vesting condition. At this time, only the Book-Up condition has been met. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of September 30, 2028, 2029 and 2030. The redemption rights described herein do not expire.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:42 UTC
MAHMOODZADEGAN NAVIDDirector · Chief Executive Officer
Grant2024 LTI LP Units of MCGEH (Granted February 13, 2025) · Derivative 51,007 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047090 · ownership.xml · derivative · entry 3

MAHMOODZADEGAN NAVID · CIK 0001604685 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,007

Underlying: Class A Common Stock · 51,007 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F6 · kind: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F6 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F6 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:42 UTC
MAHMOODZADEGAN NAVIDDirector · Chief Executive Officer
Grant2024 Vested LP Units of MCGEH (Granted February 13, 2025) · Derivative 184,519 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047090 · ownership.xml · derivative · entry 2

MAHMOODZADEGAN NAVID · CIK 0001604685 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 184,519

Underlying: Class A Common Stock · 184,519 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F5 · kind: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

F5 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

F5 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:42 UTC
MAHMOODZADEGAN NAVIDDirector · Chief Executive Officer
Grant2022 Performance LP Units of MCGEH (Granted Feb 16, 2023) · Derivative 3,416.39 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047090 · ownership.xml · derivative · entry 1

MAHMOODZADEGAN NAVID · CIK 0001604685 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,254.17

Underlying: Class A Common Stock · 3,416.39 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F2 · kind: Reflects dividend equivalents on a profits interest award in the form of LP Units previously granted to the Reporting Person in February 2023 in connection with the compensation for the 2022 fiscal year, which are subject to the performance and time-based vesting requirements described below. These dividend equivalents LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuer's Compensation Committee certified the achievement of the Book-Up, and these LP Units remain subject to the performance and time-based vesting requirements described below.

F3 · shares: Amount reflects 3,416.39 Performance LP Units in dividend equivalents previously granted and included in the Book Up in February of 2026.

F4 · derivative.exercise_date: These Performance LP Units are subject to three conditions in order to vest: (i) a Book-Up, (ii) certain performance conditions based on meeting or exceeding specified dividend adjusted stock price hurdles and (iii) a five year service vesting condition. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of February 16, 2026, 2027 and 2028 and Performance LP Units in excess of the target Performance LP Units (and related dividend equivalents) satisfy the time -vesting requirement on February 16, 2028. The redemption rights described herein do not expire.

F4 · derivative.expiration_date: These Performance LP Units are subject to three conditions in order to vest: (i) a Book-Up, (ii) certain performance conditions based on meeting or exceeding specified dividend adjusted stock price hurdles and (iii) a five year service vesting condition. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of February 16, 2026, 2027 and 2028 and Performance LP Units in excess of the target Performance LP Units (and related dividend equivalents) satisfy the time -vesting requirement on February 16, 2028. The redemption rights described herein do not expire.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:41 UTC
MOELIS KENNETHDirector · Executive Chairman
Grant2024 LP Units of MCGEH (Granted February 13, 2025) · Derivative 318,796 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047088 · ownership.xml · derivative · entry 3

MOELIS KENNETH · CIK 0001604686 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 318,796

Underlying: Class A Common Stock · 318,796 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F6 · kind: On February 13, 2025, the Reporting Person was granted a profits interest retention award in the form of LP Units (the "2024 LP Units"), which was perviously reported on Form 8-K on February 10, 2025. The 2024 LP Units vest 100% on February 13, 2029. These 2024 LP units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the fifth anniversary of the grant date (February 2030) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F6 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest retention award in the form of LP Units (the "2024 LP Units"), which was perviously reported on Form 8-K on February 10, 2025. The 2024 LP Units vest 100% on February 13, 2029. These 2024 LP units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the fifth anniversary of the grant date (February 2030) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F6 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest retention award in the form of LP Units (the "2024 LP Units"), which was perviously reported on Form 8-K on February 10, 2025. The 2024 LP Units vest 100% on February 13, 2029. These 2024 LP units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the fifth anniversary of the grant date (February 2030) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

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February 09, 2026 Filed Feb 11, 2026 23:41 UTC
MOELIS KENNETHDirector · Executive Chairman
Grant2024 Vested LP Units of MCGEH (Granted February 13, 2025) · Derivative 198,291 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047088 · ownership.xml · derivative · entry 2

MOELIS KENNETH · CIK 0001604686 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 198,291

Underlying: Class A Common Stock · 198,291 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F5 · kind: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

F5 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

F5 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

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February 09, 2026 Filed Feb 11, 2026 23:41 UTC
MOELIS KENNETHDirector · Executive Chairman
Grant2022 Performance LP Units of MCGEH (Granted Feb 16, 2023) · Derivative 4,441.34 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047088 · ownership.xml · derivative · entry 1

MOELIS KENNETH · CIK 0001604686 · Director · Executive Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,531.1

Underlying: Class A Common Stock · 4,441.34 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F2 · kind: Reflects dividend equivalents on a profits interest award in the form of LP Units previously granted to the Reporting Person in February 2023 in connection with the compensation for the 2022 fiscal year, which are subject to the performance and time-based vesting requirements described below. These dividend equivalents LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuer's Compensation Committee certified the achievement of the Book-Up, and these LP Units remain subject to the performance and time-based vesting requirements described below.

F3 · shares: Amount reflects 4,441.34 Performance LP Units in dividend equivalents previously granted and included in the Book Up in February of 2026.

F4 · derivative.exercise_date: These Performance LP Units are subject to three conditions in order to vest: (i) a Book-Up, (ii) certain performance conditions based on meeting or exceeding specified dividend adjusted stock price hurdles and (iii) a five year service vesting condition. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of February 16, 2026, 2027 and 2028 and Performance LP Units in excess of the target Performance LP Units (and related dividend equivalents) satisfy the time -vesting requirement on February 16, 2028. The redemption rights described herein do not expire.

F4 · derivative.expiration_date: These Performance LP Units are subject to three conditions in order to vest: (i) a Book-Up, (ii) certain performance conditions based on meeting or exceeding specified dividend adjusted stock price hurdles and (iii) a five year service vesting condition. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of February 16, 2026, 2027 and 2028 and Performance LP Units in excess of the target Performance LP Units (and related dividend equivalents) satisfy the time -vesting requirement on February 16, 2028. The redemption rights described herein do not expire.

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February 09, 2026 Filed Feb 11, 2026 23:41 UTC
RAICH JEFFREYExecutive Vice Chairman, MD
Grant2024 LTI LP Units of MCGEH (Granted February 13, 2025) · Derivative 12,751 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047086 · ownership.xml · derivative · entry 2

RAICH JEFFREY · CIK 0001604691 · Executive Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,751

Underlying: Class A Common Stock · 12,751 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F3 · kind: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F3 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F3 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:41 UTC
RAICH JEFFREYExecutive Vice Chairman, MD
Grant2024 Vested LP Units of MCGEH (Granted February 13, 2025) · Derivative 35,705 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047086 · ownership.xml · derivative · entry 1

RAICH JEFFREY · CIK 0001604691 · Executive Vice Chairman, MD

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,705

Underlying: Class A Common Stock · 35,705 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F2 · kind: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

F2 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

F2 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:41 UTC
Pilcher Ciafone KatherineChief Operating Officer
Grant2024 LTI LP Units of MCGEH (Granted February 13, 2025) · Derivative 2,550 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047085 · ownership.xml · derivative · entry 2

Pilcher Ciafone Katherine · CIK 0001994994 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,550

Underlying: Class A Common Stock · 2,550 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F3 · kind: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F3 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F3 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

Read SEC document
February 09, 2026 Filed Feb 11, 2026 23:41 UTC
Pilcher Ciafone KatherineChief Operating Officer
Grant2024 LP Units of MCGEH (Granted February 13, 2025) · Derivative 8,161 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-047085 · ownership.xml · derivative · entry 1

Pilcher Ciafone Katherine · CIK 0001994994 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,161

Underlying: Class A Common Stock · 8,161 shares

Expires not disclosed

F1 · security: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F1 · derivative.exercise_price: Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

F2 · kind: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 LP Units"). The 2024 LP Units vest over four years as follows: (a) 40% vests on February 23, 2027, and (b) and 20% vests on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F2 · derivative.exercise_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 LP Units"). The 2024 LP Units vest over four years as follows: (a) 40% vests on February 23, 2027, and (b) and 20% vests on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

F2 · derivative.expiration_date: On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 LP Units"). The 2024 LP Units vest over four years as follows: (a) 40% vests on February 23, 2027, and (b) and 20% vests on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.