Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Goal Acquisitions Corp.PUCK · Entity 138406 | Director | February 10, 2021 | February 11, 2021 |
| Moelis & CoMC · Entity 3898 | Director | September 17, 2026 | September 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Goal Acquisitions Corp.
Report date February 10, 2021 · Filed February 11, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 75,000 |
Reported balance
Holding disclosure · report date 2021-02-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 75,000 |
Moelis & Co
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2025 Annual Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,851.67 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 20 · Balance 1,851.67 F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. |
| 2026 Annual Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,718.56 |
Reported balance
After 2026-09-17 transaction · row 2
1 source rowRow 2 · 2026-09-17 · Grant · Acquired 18.56 · Balance 1,718.56 F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3: 2026 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2026. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. |
| 2026 Elective Restricted Stock UnitsSEC Table I · non-derivative | Direct | 202.18 |
Reported balance
After 2026-09-17 transaction · row 3
1 source rowRow 3 · 2026-09-17 · Grant · Acquired 2.18 · Balance 202.18 F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4: 2026 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2026. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock.
F2: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs.
F3: 2026 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2026. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs.
F4: 2026 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2026. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 22, 2023 Filed Sep 26, 2023 21:12 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Annual Restricted Stock Units | 32.9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050584 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,478.9 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2023 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 3, 2023. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 21:12 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 4.22 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050584 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 317.6 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on April 3, 2023. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| September 22, 2023 Filed Sep 26, 2023 21:12 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 26.84 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-050584 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,022.08 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2022. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 23:50 UTC | Moelis & Co MC · Entity 3898 | SaleClass A Common Stock | 1,417 | $48.09 | $68,143.53 |
DisclosureSEC source: 0001209191-23-045738 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,157 F1 · balance_after: Mr. Shropshire's ownership of 7,157 shares of Class A common stock is in addition to 5,044 units of unvested or restricted equity granted to Mr. Shropshire as compensation for his role as an Independent Director. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:11 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Elective Restricted Stock Units | 289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-041599 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 289 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · date: The 2023 Elective Restricted Stock Units vest in equal fourths at the beginning of each quarter, ending on July 1, 2024 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $44.96 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 30, 2023. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:11 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Annual Restricted Stock Units | 2,446 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-041599 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,446 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2023 Annual Restricted Stock Units vested on July 3, 2023 and settlement is within 60 days following July 1, 2025. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $44.96 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 30, 2023. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:48 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 0.18 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039910 · doc4.xml · nonDerivative · entry 5 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13.185 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F6 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on April 3, 2023. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:48 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 4.39 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039910 · doc4.xml · nonDerivative · entry 4 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 313.39 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F5 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on April 3, 2023. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:48 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 1.08 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039910 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77.27 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2022. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:48 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 27.92 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039910 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,995.25 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2022. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:48 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 20.63 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039910 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,474.07 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 23:00 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 13 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-023460 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · date: The 2022 Elective Restricted Stock Units vests fully on July 1, 2023 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $37.74 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on March 31, 2023. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 23:00 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-023460 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2022 Annual Restricted Stock Units vested on April 3, 2023 and settlement is within 60 days following July 1, 2024. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $37.74 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on March 31, 2023. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 22:09 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 2.38 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-021670 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151.33 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2022. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 22:09 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 30.97 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-021670 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,967.33 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2022. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 22:09 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 22.88 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-021670 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,453.44 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 22:32 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 2.99 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060078 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 222.91 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2022. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 22:32 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 25.93 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060078 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,936.35 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2022. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| December 02, 2022 Filed Dec 6, 2022 22:32 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 19.16 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060078 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,430.56 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 3.9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-047548 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292.9 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2022. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 25.42 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-047548 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,910.42 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2022. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| August 23, 2022 Filed Aug 25, 2022 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 18.78 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-047548 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,411.4 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:53 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 289 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-041190 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · date: The 2021 Elective Restricted Stock Units vest in equal fourths at the beginning of each quarter, ending on July 1, 2023 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $39.77 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 30, 2022. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:53 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 1,885 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-041190 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,885 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2022 Annual Restricted Stock Units vested on July 1, 2022 and settlement is within 60 days following July 1, 2024. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $39.77 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 30, 2022. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 22:04 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Elective Restricted Stock Units | 12 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-039046 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60.78 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · date: The 2021 Elective Restricted Stock Units vests 100% on July 1, 2022 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $38.47 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 17, 2022. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 22:04 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 43 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-039046 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,392.62 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2021 Annual Restricted Stock Units vested on June 21, 2022 and settlement is within 60 days following July 1, 2023. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $38.47 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 17, 2022. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:17 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Elective Restricted Stock Units | 0.64 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-035867 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48.78 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2021 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2021. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:17 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 17.79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-035867 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,349.62 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:17 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Annual Restricted Stock Units | 20.56 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-035867 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,559.81 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2020 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2020. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 28, 2022 Filed Apr 1, 2022 00:41 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Elective Restricted Stock Units | 1.2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021870 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95.21 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2021 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2021. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| March 28, 2022 Filed Apr 1, 2022 00:41 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 16.84 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021870 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,331.83 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 28, 2022 Filed Apr 1, 2022 00:41 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Annual Restricted Stock Units | 19.47 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-021870 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,539.26 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2020 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2020. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| November 19, 2021 Filed Nov 24, 2021 02:51 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Elective Restricted Stock Units | 6.19 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-066694 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184.48 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2021 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2021. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| November 19, 2021 Filed Nov 24, 2021 02:51 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 57.92 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-066694 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,314.99 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| November 19, 2021 Filed Nov 24, 2021 02:51 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Annual Restricted Stock Units | 66.94 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-066694 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,519.79 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2020 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2020. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| October 29, 2021 Filed Nov 1, 2021 22:57 UTC | Moelis & Co MC · Entity 3898 | GiftClass A Common Stock | 156 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-062258 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,079 Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 22:57 UTC | Moelis & Co MC · Entity 3898 | SaleClass A Common Stock | 2,142 | $71.71 | $153,602.82 |
DisclosureSEC source: 0001209191-21-062258 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,235 Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:20 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Elective Restricted Stock Units | 1.72 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-057156 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178.72 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2021 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2021. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:20 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 12.07 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-057156 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,257.07 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2021 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2021. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| September 17, 2021 Filed Sep 22, 2021 00:20 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Annual Restricted Stock Units | 13.95 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-057156 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,452.85 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2020 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2020. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 23:27 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Elective Restricted Stock Units | 177 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-045679 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · date: The 2021 Elective Restricted Stock Units vest in equal fourths at the beginning of each quarter, ending on July 1, 2022 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $56.21 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 30, 2021. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 23:27 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Annual Restricted Stock Units | 1,245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-045679 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,245 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2021 Annual Restricted Stock Units vested on July 1, 2021 and settlement is within 60 days following July 1, 2023. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $56.21 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 30, 2021. Read SEC document |
| June 18, 2021 Filed Jun 23, 2021 01:30 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Elective Restricted Stock Units | 4.13 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-042655 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338.86 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2020 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2020. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| June 18, 2021 Filed Jun 23, 2021 01:30 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Annual Restricted Stock Units | 66.18 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-042655 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,438.9 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2020 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2020. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| June 18, 2021 Filed Jun 23, 2021 01:30 UTC | Moelis & Co MC · Entity 3898 | Grant2019 Annual Restricted Stock Units | 65.19 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-042655 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,417.24 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2019 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2019. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 26, 2021 Filed Mar 31, 2021 00:54 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Elective Restricted Stock Units | 1.67 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023688 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 335.46 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2020 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2020. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| March 26, 2021 Filed Mar 31, 2021 00:54 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Annual Restricted Stock Units | 13.36 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023688 · doc4.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,372.72 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2020 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2020. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 26, 2021 Filed Mar 31, 2021 00:54 UTC | Moelis & Co MC · Entity 3898 | Grant2019 Annual Restricted Stock Units | 13.16 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-023688 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,352.05 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2019 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2019. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| February 12, 2021 Filed Feb 13, 2021 02:22 UTC | Moelis & Co MC · Entity 3898 | SaleClass A Common Stock | 1,645 | $54.69 | $89,965.05 |
DisclosureSEC source: 0001209191-21-010511 · doc4.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,742 Read SEC document |
| December 29, 2020 Filed Dec 31, 2020 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Elective Restricted Stock Units | 10.58 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-065722 · doc4.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334.68 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2020 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2020. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.