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 |
|---|---|---|---|---|---|---|
| August 17, 2017 Filed Aug 21, 2017 22:17 UTC | Moelis & Co MC · Entity 3898 | Grant2017 Annual Restricted Stock Units | 9.98 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-011712 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,046.98 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2017 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2017. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| August 17, 2017 Filed Aug 21, 2017 22:17 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Annual Restricted Stock Units | 18.79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-011712 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,971.55 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2016 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 1, 2016. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| July 06, 2017 Filed Jul 10, 2017 20:38 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Elective Restricted Stock Units | 3.04 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-010260 · edgar.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122.12 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2016 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2016. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| July 06, 2017 Filed Jul 10, 2017 20:38 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Annual Restricted Stock Units | 48.64 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-010260 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,952.76 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2016 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 1, 2016. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| July 06, 2017 Filed Jul 10, 2017 20:38 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Annual Restricted Stock Units | 40.83 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-010260 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,639.18 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2015 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 10, 2015 (and dividend equivalents thereon). The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:15 UTC | Moelis & Co MC · Entity 3898 | Grant2017 Elective Restricted Stock Units | 259 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-009979 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259 F1 · security: Each Restricted Stock Unit represents the right to receive one share of Class A common stock upon settlement. Grant of Restricted Stock Units pursuant to the Moelis & Company 2014 Omnibus Plan. F4 · date: The 2017 Elective Restricted Stock Units vest in equal fourths at the beginning of each quarter, ending on July 1, 2018 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit represents the right to receive one share of Class A common stock upon settlement. Grant of Restricted Stock Units pursuant to the Moelis & Company 2014 Omnibus Plan. F2 · price: Restricted Stock Units granted to Non-employee Director based on $38.56 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, 2017. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 20:15 UTC | Moelis & Co MC · Entity 3898 | Grant2017 Annual Restricted Stock Units | 1,037 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-009979 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037 F1 · security: Each Restricted Stock Unit represents the right to receive one share of Class A common stock upon settlement. Grant of Restricted Stock Units pursuant to the Moelis & Company 2014 Omnibus Plan. F3 · date: The 2017 Annual Restricted Stock Units vested on July 1, 2017 and settlement is within 60 days following July 1, 2019. F1 · price: Each Restricted Stock Unit represents the right to receive one share of Class A common stock upon settlement. Grant of Restricted Stock Units pursuant to the Moelis & Company 2014 Omnibus Plan. F2 · price: Restricted Stock Units granted to Non-employee Director based on $38.56 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, 2017. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Elective Restricted Stock Units | 1.2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-008088 · edgar.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119.08 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2016 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2016. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Annual Restricted Stock Units | 19.27 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-008088 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,904.13 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2016 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 1, 2016. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| May 24, 2017 Filed May 26, 2017 20:26 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Annual Restricted Stock Units | 16.17 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-008088 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,598.35 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2015 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 10, 2015 (and dividend equivalents thereon). The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 20:18 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Elective Restricted Stock Units | 2.27 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004977 · edgar.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235.74 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2016 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2016. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 20:18 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Annual Restricted Stock Units | 18.17 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004977 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884.86 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2016 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 1, 2016. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 17, 2017 Filed Mar 21, 2017 20:18 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Annual Restricted Stock Units | 15.25 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-004977 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,582.17 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2015 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 10, 2015 (and dividend equivalents thereon). The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:28 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Elective Restricted Stock Units | 12.56 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-000802 · edgar.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350.2 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2016 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2016. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:28 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Annual Restricted Stock Units | 66.95 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-000802 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,866.68 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2016 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 1, 2016. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:28 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Annual Restricted Stock Units | 56.2 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-000802 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,566.92 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2015 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 10, 2015 (and dividend equivalents thereon). The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 21:14 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Elective Restricted Stock Units | 3.57 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-032692 · edgar.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 337.64 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2016 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2016. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 21:14 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Annual Restricted Stock Units | 19.05 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-032692 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,799.73 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2016 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 1, 2016. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 21:14 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Annual Restricted Stock Units | 15.99 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-032692 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510.71 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2015 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 10, 2015 (and dividend equivalents thereon). The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:29 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Elective Restricted Stock Units | 5.4 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-029438 · edgar.xml · nonDerivative · entry 3 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444.4 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2016 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2016. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:29 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Annual Restricted Stock Units | 21.67 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-029438 · edgar.xml · nonDerivative · entry 2 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780.67 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2016 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 1, 2016. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 20:29 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Annual Restricted Stock Units | 18.19 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-16-029438 · edgar.xml · nonDerivative · entry 1 Shropshire Kenneth · CIK 0001358892 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,494.72 F1 · price: Each Annual Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2015 Annual RSUs were issued as dividend equivalents on holder's underlying Initial RSUs issued on July 10, 2015 (and dividend equivalents thereon). The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual 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.