Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Core Scientific, Inc./txCORZ · Entity 389 | Director | August 20, 2026 | August 24, 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.
Core Scientific, Inc./tx
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,348 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 6,000 · Balance 71,348 F1: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.27 to $18.345, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.27 to $18.345, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within such range.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Moelis & Co
Report date December 22, 2023 · Filed December 27, 2023
Section 16 reporting ended · disclosed 2023-12-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2018 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,087.55 |
Reported balance
After 2023-12-22 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-12-22 · Grant · Acquired 63.84 · Balance 6,087.55 F1: Each Restricted Stock Unit 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: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 14, 2019 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2019 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 20,180.71 |
Reported balance
After 2023-12-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-12-22 · Grant · Acquired 211.65 · Balance 20,180.71 F1: Each Restricted Stock Unit 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: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2020 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,018.26 |
Reported balance
After 2023-12-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-12-22 · Grant · Acquired 157.51 · Balance 15,018.26 F1: Each Restricted Stock Unit 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: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 19, 2021 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2020 Long Term Incentive AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 10,257.65 |
Reported balance
After 2023-12-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-12-22 · Grant · Acquired 107.58 · Balance 10,257.65 F1: Each Restricted Stock Unit 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: Long Term Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 19, 2021 (and dividend equivalents thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit 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: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 14, 2019 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F3: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F4: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 19, 2021 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F5: Long Term Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 19, 2021 (and dividend equivalents thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive 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 |
|---|---|---|---|---|---|---|
| April 26, 2017 Filed Apr 28, 2017 20:29 UTC | Moelis & Co MC · Entity 3898 | Disposition to issuerClass A Common Stock | 0.24 | $9.14 | $2.19 |
DisclosureSEC source: 0001179110-17-006278 · edgar.xml · nonDerivative · entry 2 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,288 F2 · shares: Pursuant to the terms of the RSUs, fractional shares were settled in cash. F3 · price: Based on the price per share of Class A common stock of $38.12. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:29 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversionClass A Common Stock | 8,288.24 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-006278 · edgar.xml · nonDerivative · entry 1 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,288.24 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 |
| March 17, 2017 Filed Mar 21, 2017 20:16 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Incentive RSUs · Derivative | 180.02 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004973 · edgar.xml · derivative · entry 4 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,669.02 Underlying: Class A Common Stock · 180.02 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 23, 2017 (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 23, 2017 (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 17, 2017 Filed Mar 21, 2017 20:16 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Incentive RSUs · Derivative | 208.5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004973 · edgar.xml · derivative · entry 3 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,622.46 Underlying: Class A Common Stock · 208.5 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 24, 2016 (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 24, 2016 (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 17, 2017 Filed Mar 21, 2017 20:16 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive RSUs Granted in 2015 · Derivative | 206.57 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004973 · edgar.xml · derivative · entry 2 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,422.06 Underlying: Class A Common Stock · 206.57 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 March 2, 2015 (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 March 2, 2015 (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 17, 2017 Filed Mar 21, 2017 20:16 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive Restricted Stock Units · Derivative | 239.8 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-004973 · edgar.xml · derivative · entry 1 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,868.37 Underlying: Class A Common Stock · 239.8 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 April 15, 2015 (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 April 15, 2015 (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 23, 2017 Filed Feb 24, 2017 21:47 UTC | Moelis & Co MC · Entity 3898 | Grant2016 Incentive RSUs · Derivative | 18,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003138 · edgar.xml · derivative · entry 5 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,489 Underlying: Class A Common Stock · 18,489 shares Expires not disclosed F5 · security: Each 2016 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 2014 Omnibus Incentive Plan. F5 · derivative.exercise_price: Each 2016 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 2014 Omnibus Incentive Plan. F6 · derivative.exercise_date: The 2016 Incentive Restricted Stock Units vest in equal installments on February 23, 2018, February 23, 2019, February 23, 2020, February 23, 2021, and February 23, 2022. F6 · derivative.expiration_date: The 2016 Incentive Restricted Stock Units vest in equal installments on February 23, 2018, February 23, 2019, February 23, 2020, February 23, 2021, and February 23, 2022. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:47 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversion2015 Incentive RSUs · Derivative | 5,352.9529 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-003138 · edgar.xml · derivative · entry 4 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,413.9572 Underlying: Class A Common Stock · 5,352.9529 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. F4 · security: The RSUs were settled for Class A common stock on February 22, 2017. F4 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 22, 2017. F4 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 22, 2017. F4 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 22, 2017. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:47 UTC | Moelis & Co MC · Entity 3898 | SaleClass A Common Stock | 5,352 | $36.99 | $197,970.48 |
DisclosureSEC source: 0001179110-17-003138 · edgar.xml · nonDerivative · entry 3 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:47 UTC | Moelis & Co MC · Entity 3898 | Disposition to issuerClass A Common Stock | 0.9529 | $35.24 | $33.58 |
DisclosureSEC source: 0001179110-17-003138 · edgar.xml · nonDerivative · entry 2 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,352 F2 · shares: Pursuant to the terms of the RSUs, fractional shares were settled in cash. F3 · price: Based on the price per share of Class A common stock of $36.99. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:47 UTC | Moelis & Co MC · Entity 3898 | GrantClass A Common Stock | 5,352.9529 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-003138 · edgar.xml · nonDerivative · entry 1 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,352.9529 F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs). Read SEC document |
| January 11, 2017 Filed Jan 13, 2017 22:10 UTC | Moelis & Co MC · Entity 3898 | Disposition to issuerPartnership Interests · Derivative | 38,567 | $32.75 Strike: $32.75 | $1,263,069.25 |
DisclosureSEC source: 0001179110-17-000937 · edgar.xml · derivative · entry 1 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,066 Underlying: Class A Common Stock, par value $0.01 · 38,567 shares Expires not disclosed F1 · security: Represents partnership interest in Moelis & Company Partner Holdings LP ("Partner Holdings") which are exchangeable for Class A partnership units in Moelis & Company Group LP ("Group LP"). Each Group LP Class A partnership unit is exchangeable for a share of Moelis & Company Class A common stock (subject to customary adjustments), or cash, at Group LP's option. F4 · derivative.exercise_price: The reporting person has reimbursed the purchaser, Moelis & Company, out of this price an underwriting discount of $1.14625 per share paid by Moelis & Company to the underwriters in connection with the offering. F2 · kind: In connection with the public offering of Moelis & Company common stock (and the exercise of the underwriters' option to purchase additional shares of common stock from the Company) closed on January 11, 2017, Moelis & Company purchased such Partnership Interests from the reporting person using the proceeds of the offering. The transaction was approved by the Company's board of directors pursuant to rule 16b-3. F4 · price: The reporting person has reimbursed the purchaser, Moelis & Company, out of this price an underwriting discount of $1.14625 per share paid by Moelis & Company to the underwriters in connection with the offering. F3 · derivative.exercise_date: Pursuant to Group LP's agreement of limited partnership, Group LP Class A partnership units held by the reporting person are not exchangeable for Moelis & Company Class A common stock until the expiration or waiver of certain lock-up periods, commencing on the fourth anniversary of the closing of the initial public offering of Moelis & Company Class A common stock. F3 · derivative.expiration_date: Pursuant to Group LP's agreement of limited partnership, Group LP Class A partnership units held by the reporting person are not exchangeable for Moelis & Company Class A common stock until the expiration or waiver of certain lock-up periods, commencing on the fourth anniversary of the closing of the initial public offering of Moelis & Company Class A common stock. Read SEC document |
| January 05, 2017 Filed Jan 9, 2017 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Incentive RSUs · Derivative | 960.07 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000798 · edgar.xml · derivative · entry 3 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,766.91 Underlying: Class A Common Stock · 960.07 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 24, 2016 (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 24, 2016 (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 |
| January 05, 2017 Filed Jan 9, 2017 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive RSUs Granted in 2015 · Derivative | 760.95 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000798 · edgar.xml · derivative · entry 2 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,215.49 Underlying: Class A Common Stock · 760.95 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 March 2, 2015 (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 March 2, 2015 (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 |
| January 05, 2017 Filed Jan 9, 2017 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive Restricted Stock Units · Derivative | 883.37 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-000798 · edgar.xml · derivative · entry 1 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,628.57 Underlying: Class A Common Stock · 883.37 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 April 15, 2015 (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 April 15, 2015 (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 |
| December 07, 2016 Filed Dec 9, 2016 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Incentive RSUs · Derivative | 310.79 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032686 · edgar.xml · derivative · entry 3 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,533.56 Underlying: Class A Common Stock · 310.79 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 24, 2016 (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 24, 2016 (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 |
| December 07, 2016 Filed Dec 9, 2016 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive RSUs Granted in 2015 · Derivative | 246.33 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032686 · edgar.xml · derivative · entry 2 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,237.94 Underlying: Class A Common Stock · 246.33 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 March 2, 2015 (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 March 2, 2015 (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 |
| December 07, 2016 Filed Dec 9, 2016 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive Restricted Stock Units · Derivative | 285.96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032686 · edgar.xml · derivative · entry 1 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,493.75 Underlying: Class A Common Stock · 285.96 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 April 15, 2015 (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 April 15, 2015 (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 |
| September 06, 2016 Filed Sep 8, 2016 20:27 UTC | Moelis & Co MC · Entity 3898 | Grant2015 Incentive RSUs · Derivative | 310.79 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029434 · edgar.xml · derivative · entry 3 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,533.56 Underlying: Class A Common Stock · 310.79 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 24, 2016 (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 24, 2016 (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 |
| September 06, 2016 Filed Sep 8, 2016 20:27 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive RSUs Granted in 2015 · Derivative | 246.33 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029434 · edgar.xml · derivative · entry 2 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,237.94 Underlying: Class A Common Stock · 246.33 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 March 2, 2015 (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 March 2, 2015 (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 |
| September 06, 2016 Filed Sep 8, 2016 20:27 UTC | Moelis & Co MC · Entity 3898 | Grant2014 Incentive Restricted Stock Units · Derivative | 285.96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029434 · edgar.xml · derivative · entry 1 CRAIN ELIZABETH · CIK 0001604659 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,493.75 Underlying: Class A Common Stock · 285.96 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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 April 15, 2015 (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 April 15, 2015 (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 |
| September 12, 2014 Filed Sep 14, 2018 22:18 UTC | Moelis & Co MC · Entity 3898 | Grant2017 Incentive RSUs · Derivative | 710.34 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011446 · edgar.xml · derivative · entry 5 CRAIN ELIZABETH · CIK 0001604659 · Director · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,614.17 Underlying: Class A Common Stock · 710.34 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit 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. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15,2018 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F6 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15,2018 (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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.