Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Moelis & CoMC · Entity 3898 | General Counsel, Secretary | 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.
Moelis & Co
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2021 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,166.12 |
Reported balance
After 2026-09-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 23.4 · Balance 2,166.12 F1: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2022 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,130.35 |
Reported balance
After 2026-09-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-17 · Grant · Acquired 44.61 · Balance 4,130.35 F1: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2023 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,905.6 |
Reported balance
After 2026-09-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-17 · Grant · Acquired 52.99 · Balance 4,905.6 F1: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2024 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,429.54 |
Reported balance
After 2026-09-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-17 · Grant · Acquired 58.64 · Balance 5,429.54 F1: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2025 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,166.06 |
Reported balance
After 2026-09-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-09-17 · Grant · Acquired 66.6 · Balance 6,166.06 F1: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. |
| 2025 Special Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,433.34 |
Reported balance
After 2026-09-17 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-09-17 · Grant · Acquired 15.48 · Balance 1,433.34 F1: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F7: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued 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 (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.
F2: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F3: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F4: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F5: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F6: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
F7: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued 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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 21, 2026 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Special Incentive RSUs · Derivative | 15.48 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-396804 · ownership.xml · derivative · entry 6 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,433.34 Underlying: Class A Common Stock · 15.48 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F7 · derivative.exercise_date: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F7 · derivative.expiration_date: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (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 17, 2026 Filed Sep 21, 2026 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Incentive RSUs · Derivative | 66.6 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-396804 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,166.06 Underlying: Class A Common Stock · 66.6 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (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 12, 2026 (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 17, 2026 Filed Sep 21, 2026 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2024 Incentive RSUs · Derivative | 58.64 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-396804 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,429.54 Underlying: Class A Common Stock · 58.64 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| September 17, 2026 Filed Sep 21, 2026 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Incentive RSUs · Derivative | 52.99 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-396804 · ownership.xml · derivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,905.6 Underlying: Class A Common Stock · 52.99 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| September 17, 2026 Filed Sep 21, 2026 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Incentive RSUs · Derivative | 44.61 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-396804 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,130.35 Underlying: Class A Common Stock · 44.61 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| September 17, 2026 Filed Sep 21, 2026 21:08 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Incentive RSUs · Derivative | 23.4 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-396804 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,166.12 Underlying: Class A Common Stock · 23.4 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 21:00 UTC | Moelis & Co MC · Entity 3898 | SaleClass A Common Stock | 4,850 | $69.30 | $336,105.00 |
DisclosureSEC source: 0001193125-26-338385 · ownership.xml · nonDerivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131 F1 · balance_after: Mr. Watanabe's ownership of 131 shares of Class A common stock is in addition to (i) 23,969 units of unvested equity granted to Mr. Watanabe as incentive compensation for fiscal years 2021 through 2025 and (ii) 28,543 shares of Class A common stock issuable in exchange for Group Units Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:49 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Special Incentive RSUs · Derivative | 13.59 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-279850 · ownership.xml · derivative · entry 6 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,417.86 Underlying: Class A Common Stock · 13.59 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F7 · derivative.exercise_date: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F7 · derivative.expiration_date: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (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 |
| June 18, 2026 Filed Jun 23, 2026 21:49 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Incentive RSUs · Derivative | 58.45 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-279850 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,099.46 Underlying: Class A Common Stock · 58.45 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (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 12, 2026 (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 |
| June 18, 2026 Filed Jun 23, 2026 21:49 UTC | Moelis & Co MC · Entity 3898 | Grant2024 Incentive RSUs · Derivative | 51.47 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-279850 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,370.89 Underlying: Class A Common Stock · 51.47 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:49 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Incentive RSUs · Derivative | 46.5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-279850 · ownership.xml · derivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,852.62 Underlying: Class A Common Stock · 46.5 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:49 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Incentive RSUs · Derivative | 39.15 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-279850 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,085.74 Underlying: Class A Common Stock · 39.15 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:49 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Incentive RSUs · Derivative | 20.53 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-279850 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,142.72 Underlying: Class A Common Stock · 20.53 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:59 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Special Incentive RSUs · Derivative | 16.27 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 6 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,404.27 Underlying: Class A Common Stock · 16.27 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F7 · derivative.exercise_date: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F7 · derivative.expiration_date: Special Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:59 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Incentive RSUs · Derivative | 70.01 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,041.01 Underlying: Class A Common Stock · 70.01 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 12, 2026 (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 12, 2026 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:59 UTC | Moelis & Co MC · Entity 3898 | Grant2024 Incentive RSUs · Derivative | 61.64 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,319.42 Underlying: Class A Common Stock · 61.64 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:59 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Incentive RSUs · Derivative | 55.7 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,806.11 Underlying: Class A Common Stock · 55.7 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:59 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Incentive RSUs · Derivative | 46.89 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,046.58 Underlying: Class A Common Stock · 46.89 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:59 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Incentive RSUs · Derivative | 24.59 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-132245 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,122.19 Underlying: Class A Common Stock · 24.59 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversion2024 Incentive Restricted Stock Units · Derivative | 1,313.92 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 8 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,257.78 Underlying: Class A Common Stock · 1,313.92 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversion2023 Incentive Restricted Stock Units · Derivative | 1,583.47 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 7 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,750.42 Underlying: Class A Common Stock · 1,583.47 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversion2022 Incentive Restricted Stock Units · Derivative | 1,999.85 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 6 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,999.69 Underlying: Class A Common Stock · 1,999.85 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversion2021 Incentive Restricted Stock Units · Derivative | 2,097.6 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,097.6 Underlying: Class A Common Stock · 2,097.6 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversion2020 Incentive Restricted Stock Units · Derivative | 2,224.06 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,224.06 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026. F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2026. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | SaleClass A Common Stock | 2,765 | $62.23 | $172,065.95 |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · nonDerivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,981 F2 · security: Class A Common Stock sold by Mr. Watanabe in order to raise proceeds to satisfy tax obligations triggered by delivery of the Class A Common Stock upon settlement of the RSUs. Federal taxes are not withheld from Class A Common Stock delivered to Mr. Watanabe upon settlement of RSUs because he is a partner in Moelis & Company Partner Holdings LP. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | Tax withholdingClass A Common Stock | 1,603.9 | $62.73 | $100,612.65 |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · nonDerivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,746 Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 23:56 UTC | Moelis & Co MC · Entity 3898 | Exercise / conversionClass A Common Stock | 9,218.9 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-064633 · ownership.xml · nonDerivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,349.9 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs). Read SEC document |
| February 12, 2026 Filed Feb 18, 2026 00:25 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Special Vested Incentive RSUs · Derivative | 1,388 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055453 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,388 Underlying: Class A Common Stock · 1,388 shares Expires not disclosed F3 · security: Each 2025 Special Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan. F3 · derivative.exercise_price: Each 2025 Special Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan. F4 · derivative.exercise_date: The 2025 Special Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date. F4 · derivative.expiration_date: The 2025 Special Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date. Read SEC document |
| February 12, 2026 Filed Feb 18, 2026 00:25 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Vested Incentive RSUs · Derivative | 5,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-055453 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,971 Underlying: Class A Common Stock · 5,971 shares Expires not disclosed F1 · security: Each 2025 Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan. F1 · derivative.exercise_price: Each 2025 Vested Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2024 Omnibus Incentive Plan. F2 · derivative.exercise_date: The 2025 Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date. F2 · derivative.expiration_date: The 2025 Vested Incentive Restricted Stock Units vest at grant and are delivered in equal installments on February 23, 2027, February 23, 2028, February 23, 2029, February 23, 2030 and February 23, 2031. The Vested 2025 Incentive Restricted Stock Units not yet delivered are subject to sale and non-compete restrictions through the applicable Delivery Date. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2024 Incentive RSUs · Derivative | 63.66 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-309962 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,571.7 Underlying: Class A Common Stock · 63.66 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F6 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Incentive RSUs · Derivative | 61.36 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-309962 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,333.89 Underlying: Class A Common Stock · 61.36 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Incentive RSUs · Derivative | 58.12 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-309962 · ownership.xml · derivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,999.54 Underlying: Class A Common Stock · 58.12 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Incentive RSUs · Derivative | 40.64 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-309962 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,195.2 Underlying: Class A Common Stock · 40.64 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:27 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Incentive RSUs · Derivative | 21.54 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-309962 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,224.06 Underlying: Class A Common Stock · 21.54 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 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. F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on 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. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 21:35 UTC | Moelis & Co MC · Entity 3898 | Grant2024 Incentive RSUs · Derivative | 53.96 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-209337 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,508.04 Underlying: Class A Common Stock · 53.96 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F6 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 21:35 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Incentive RSUs · Derivative | 52 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-209337 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,272.53 Underlying: Class A Common Stock · 52 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 21:35 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Incentive RSUs · Derivative | 49.26 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-209337 · ownership.xml · derivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,941.42 Underlying: Class A Common Stock · 49.26 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 21:35 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Incentive RSUs · Derivative | 34.44 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-209337 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,154.56 Underlying: Class A Common Stock · 34.44 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 21:35 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Incentive RSUs · Derivative | 18.26 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-209337 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,202.52 Underlying: Class A Common Stock · 18.26 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 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. F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on 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. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 21:00 UTC | Moelis & Co MC · Entity 3898 | SaleClass A Common Stock | 6,340 | $72.64 | $460,537.60 |
DisclosureSEC source: 0000950170-25-099719 · ownership.xml · nonDerivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131 F1 · balance_after: Mr. Watanabe's ownership of 131 shares of Class A common stock is in addition to (i) 24,871 units of unvested equity granted to Mr. Watanabe as incentive compensation for fiscal years 2020 through 2024, (ii) 28,543 shares of Class A common stock issuable in exchange for Group Units Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2024 Incentive RSUs · Derivative | 73.32 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089541 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,454.09 Underlying: Class A Common Stock · 73.32 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F6 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Incentive RSUs · Derivative | 70.66 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089541 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,220.53 Underlying: Class A Common Stock · 70.66 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Incentive RSUs · Derivative | 66.93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089541 · ownership.xml · derivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,892.16 Underlying: Class A Common Stock · 66.93 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Incentive RSUs · Derivative | 46.8 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089541 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,120.11 Underlying: Class A Common Stock · 46.8 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 21:13 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Incentive RSUs · Derivative | 24.81 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089541 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,184.26 Underlying: Class A Common Stock · 24.81 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on holder's unvested underlying Incentive RSUs issued on February 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. F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on 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. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 01:18 UTC | Moelis & Co MC · Entity 3898 | Grant2024 Incentive RSUs · Derivative | 68.77 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-048004 · ownership.xml · derivative · entry 5 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,380.77 Underlying: Class A Common Stock · 68.77 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F6 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F6 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 01:18 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Incentive RSUs · Derivative | 66.28 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-048004 · ownership.xml · derivative · entry 4 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,149.87 Underlying: Class A Common Stock · 66.28 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F5 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F5 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 01:18 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Incentive RSUs · Derivative | 62.78 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-048004 · ownership.xml · derivative · entry 3 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,825.23 Underlying: Class A Common Stock · 62.78 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F4 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 01:18 UTC | Moelis & Co MC · Entity 3898 | Grant2021 Incentive RSUs · Derivative | 43.9 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-048004 · ownership.xml · derivative · entry 2 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,073.31 Underlying: Class A Common Stock · 43.9 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F3 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. F3 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs. Read SEC document |
| March 27, 2025 Filed Apr 1, 2025 01:18 UTC | Moelis & Co MC · Entity 3898 | Grant2020 Incentive RSUs · Derivative | 23.27 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-048004 · ownership.xml · derivative · entry 1 WATANABE OSAMU R. · CIK 0001604471 · General Counsel, Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,159.44 Underlying: Class A Common Stock · 23.27 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share. F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on 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. F2 · derivative.expiration_date: 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. 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.