Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Moelis & CoMC · Entity 3898 | Director | September 17, 2026 | September 21, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Moelis & Co
Report date September 17, 2026 · Filed September 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| 2025 Annual Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,767.55 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 19.09 · Balance 1,767.55 F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. |
| 2026 Annual Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,640.72 |
Reported balance
After 2026-09-17 transaction · row 2
1 source rowRow 2 · 2026-09-17 · Grant · Acquired 17.72 · Balance 1,640.72 F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3: 2026 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2026. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. |
| 2026 Elective Restricted Stock UnitsSEC Table I · non-derivative | Direct | 1,796.4 |
Reported balance
After 2026-09-17 transaction · row 3
1 source rowRow 3 · 2026-09-17 · Grant · Acquired 19.4 · Balance 1,796.4 F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4: 2026 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2026. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock.
F2: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs.
F3: 2026 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 1, 2026. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs.
F4: 2026 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on July 1, 2026. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 03, 2023 Filed Jul 6, 2023 21:12 UTC | Moelis & Co MC · Entity 3898 | Grant2023 Annual Restricted Stock Units | 2,335 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-041602 · doc4.xml · nonDerivative · entry 1 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,335 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2023 Annual Restricted Stock Units vested on July 3, 2023 and settlement is within 60 days following July 1, 2025. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $44.96 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on June 30, 2023. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:53 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 1.87 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039917 · doc4.xml · nonDerivative · entry 4 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133.87 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F5 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on April 3, 2023. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:53 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 4.85 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039917 · doc4.xml · nonDerivative · entry 3 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346.85 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on April 3, 2023. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:53 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 7.28 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039917 · doc4.xml · nonDerivative · entry 2 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 520.36 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on January 11, 2023. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:53 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 11.13 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-039917 · doc4.xml · nonDerivative · entry 1 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 795.48 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on January 11, 2023. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 22:57 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 132 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-023459 · doc4.xml · nonDerivative · entry 2 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · date: The 2022 Elective Restricted Stock Units vests fully on July 1, 2023 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $37.74 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on March 31, 2023. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 22:57 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 342 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-023459 · doc4.xml · nonDerivative · entry 1 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2022 Annual Restricted Stock Units vested on April 3, 2023 and settlement is within 60 days following July 1, 2024. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $37.74 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on March 31, 2023. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 22:14 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 16.16 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-021679 · doc4.xml · nonDerivative · entry 2 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,026.16 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 2022 Elective RSUs were issued as dividend equivalents on holder's underlying Elective RSUs issued on January 11, 2023. The dividend equivalent Elective RSUs will vest concurrently with the vesting of the underlying Elective RSUs. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 22:14 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 12.35 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-021679 · doc4.xml · nonDerivative · entry 1 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 784.35 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2022 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on January 11, 2023. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 22:34 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Elective Restricted Stock Units | 1,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-003311 · doc4.xml · nonDerivative · entry 2 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,010 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F4 · date: The 2022 Elective Restricted Stock Units vest in equal halves at the beginning of each quarter, ending on July 1, 2023 and settlement is within 60 days following the applicable vesting date. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $42.05 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on January 10, 2023. Read SEC document |
| January 11, 2023 Filed Jan 13, 2023 22:34 UTC | Moelis & Co MC · Entity 3898 | Grant2022 Annual Restricted Stock Units | 772 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-003311 · doc4.xml · nonDerivative · entry 1 Worrell Laila · CIK 0001961724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 772 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2022 Annual Restricted Stock Units vested on January 11, 2023 and settlement is within 60 days following July 1, 2024. F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: Restricted Stock Units granted to Non-Employee Director based on $42.05 per share of Class A Common Stock, which was the average closing price of the Company's Class A common stock on the NYSE for the five trading days ended on January 10, 2023. 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.