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 | 1,683.43 |
Reported balance
After 2026-09-17 transaction · row 1
1 source rowRow 1 · 2026-09-17 · Grant · Acquired 18.18 · Balance 1,683.43 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 14, 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 | 1,561.87 |
Reported balance
After 2026-09-17 transaction · row 2
1 source rowRow 2 · 2026-09-17 · Grant · Acquired 16.87 · Balance 1,561.87 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. |
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 14, 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.
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 21:09 UTC | Moelis & Co MC · Entity 3898 | Grant2026 Annual Restricted Stock Units | 16.87 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-396810 · ownership.xml · nonDerivative · entry 2 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,561.87 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F3 · price: 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. Read SEC document |
| September 17, 2026 Filed Sep 21, 2026 21:09 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Annual Restricted Stock Units | 18.18 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-396810 · ownership.xml · nonDerivative · entry 1 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,683.43 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 14, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 21:03 UTC | Moelis & Co MC · Entity 3898 | Grant2026 Annual Restricted Stock Units | 1,545 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-296362 · ownership.xml · nonDerivative · entry 1 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,545 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2026 Annual Restricted Stock Units vested on July 1, 2026 and settlement is within 60 days following July 1, 2028. 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 $64.68 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, 2026. Read SEC document |
| June 18, 2026 Filed Jun 23, 2026 21:51 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Annual Restricted Stock Units | 15.96 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-279856 · ownership.xml · nonDerivative · entry 1 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,665.25 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 14, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:59 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Annual Restricted Stock Units | 19.11 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-132242 · ownership.xml · nonDerivative · entry 1 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,649.29 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 14, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:26 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Annual Restricted Stock Units | 15.79 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-309955 · ownership.xml · nonDerivative · entry 1 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,630.18 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 14, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 21:34 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Annual Restricted Stock Units | 13.38 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-209335 · ownership.xml · nonDerivative · entry 1 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,614.38 F1 · price: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · price: 2025 Annual RSUs were issued as dividend equivalents on holder's underlying Annual RSUs issued on July 14, 2025. The dividend equivalent Annual RSUs will vest concurrently with the vesting of the underlying Annual RSUs. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 21:01 UTC | Moelis & Co MC · Entity 3898 | Grant2025 Annual Restricted Stock Units | 1,601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-096311 · ownership.xml · nonDerivative · entry 1 Barker Thorold · CIK 0002076366 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,601 F1 · security: Each Restricted Stock Unit (RSU) represents the right to receive one share of Class A Common Stock. F2 · date: The 2025 Annual Restricted Stock Units vested on July 14, 2025 and settlement is within 60 days following July 1, 2027. 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 $62.45 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 prior to the commencement of the director's term. 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.