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person · Reporting owner

Callesano Christopher

Disclosed activity across 3 companies

Tapewire entity
35898
SEC CIK
0001681752

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Atlas Crest Investment Corp. IIACII.U · Entity 126082Chief Financial OfficerFebruary 03, 2021February 04, 2021
Moelis & CoMC · Entity 3898Chief Financial OfficerSeptember 17, 2026September 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.

Atlas Crest Investment Corp. II

Report date February 03, 2021 · Filed February 04, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table II · derivative / convertible securityIndirectSee footnoteNot disclosed Reported balance Holding disclosure · report date 2021-02-03 · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · Balance Not disclosed

F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251893) (the "Registration Statement") under the heading "Description of Securities--Founder Shares," the shares of Class B common stock, par value $0.0001 per share, will automatically convert into shares of Class A common stock, par value $0.0001 per share, at the time of the registrant's initial business combination, on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.

F2: The reporting person has an indirect pecuniary interest in shares of Class B common stock of the registrant through membership interests in Atlas Crest Investment II LLC, over which the reporting person does not have voting or dispositive control.

Filing footnotes · ownership attribution and instrument terms

F1: As described in the registrant's registration statement on Form S-1 (File No. 333-251893) (the "Registration Statement") under the heading "Description of Securities--Founder Shares," the shares of Class B common stock, par value $0.0001 per share, will automatically convert into shares of Class A common stock, par value $0.0001 per share, at the time of the registrant's initial business combination, on a one-for-one basis, subject to certain adjustments described therein and have no expiration date.

F2: The reporting person has an indirect pecuniary interest in shares of Class B common stock of the registrant through membership interests in Atlas Crest Investment II LLC, over which the reporting person does not have voting or dispositive control.

Moelis & Co

Report date September 17, 2026 · Filed September 21, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
2021 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct396.44 Reported balance After 2026-09-17 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-09-17 · Grant · Acquired 4.28 · Balance 396.44

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 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.

2022 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct1,249.48 Reported balance After 2026-09-17 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-09-17 · Grant · Acquired 13.5 · Balance 1,249.48

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 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.

2023 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct1,287.83 Reported balance After 2026-09-17 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-09-17 · Grant · Acquired 13.91 · Balance 1,287.83

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 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.

2024 Incentive RSUsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct1,370.82 Reported balance After 2026-09-17 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2026-09-17 · Grant · Acquired 14.81 · Balance 1,370.82

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 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.

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 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: 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: 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: 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.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Archer Aviation Inc.

Report date September 16, 2021 · Filed September 21, 2021

Section 16 reporting ended · disclosed 2021-09-21. Current position is not established by this disclosure.

No balance rows disclosed in this filing.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 17, 2026 Filed Sep 21, 2026 21:07 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 14.81 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-396798 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,370.82

Underlying: Class A Common Stock · 14.81 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.

F5 · 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.

F5 · 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
September 17, 2026 Filed Sep 21, 2026 21:07 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 13.91 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-396798 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,287.83

Underlying: Class A Common Stock · 13.91 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 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 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
September 17, 2026 Filed Sep 21, 2026 21:07 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 13.5 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-396798 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,249.48

Underlying: Class A Common Stock · 13.5 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.

F3 · 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.

F3 · 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
September 17, 2026 Filed Sep 21, 2026 21:07 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 4.28 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-396798 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 396.44

Underlying: Class A Common Stock · 4.28 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.

F2 · 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.

F2 · 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
June 18, 2026 Filed Jun 23, 2026 21:49 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 12.99 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-279847 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,356.02

Underlying: Class A Common Stock · 12.99 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.

F5 · 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.

F5 · 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
June 18, 2026 Filed Jun 23, 2026 21:49 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 12.21 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-279847 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,273.92

Underlying: Class A Common Stock · 12.21 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 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 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
June 18, 2026 Filed Jun 23, 2026 21:49 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 11.84 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-279847 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,235.98

Underlying: Class A Common Stock · 11.84 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 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 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
June 18, 2026 Filed Jun 23, 2026 21:49 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 3.76 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-279847 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 392.16

Underlying: Class A Common Stock · 3.76 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 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 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 26, 2026 Filed Mar 30, 2026 22:00 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 15.56 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132277 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,343.02

Underlying: Class A Common Stock · 15.56 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 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 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 26, 2026 Filed Mar 30, 2026 22:00 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 14.62 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132277 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,261.71

Underlying: Class A Common Stock · 14.62 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 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 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 26, 2026 Filed Mar 30, 2026 22:00 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 14.19 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132277 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,224.14

Underlying: Class A Common Stock · 14.19 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 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 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 26, 2026 Filed Mar 30, 2026 22:00 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 4.5 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-26-132277 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 388.4

Underlying: Class A Common Stock · 4.5 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.

F2 · 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.

F2 · 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
February 19, 2026 Filed Feb 23, 2026 23:55 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2024 Incentive Restricted Stock Units · Derivative 331.08 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 7

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,327.46

Underlying: Class A Common Stock · 331.08 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.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · 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 23:55 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2023 Incentive Restricted Stock Units · Derivative 415.34 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 6

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,247.09

Underlying: Class A Common Stock · 415.34 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.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · 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 23:55 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2022 Incentive Restricted Stock Units · Derivative 604.98 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,209.95

Underlying: Class A Common Stock · 604.98 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.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · 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 23:55 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 383.9 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 383.9

Underlying: Class A Common Stock · 383.9 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.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · 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 23:55 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 444.01 $0.00 $0.00
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 444.01 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.

F2 · security: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2026.

F2 · 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 23:55 UTC Moelis & Co MC · Entity 3898 Tax withholdingClass A Common Stock 1,114.3 $62.73 $69,900.04
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · nonDerivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,292

Read SEC document
February 19, 2026 Filed Feb 23, 2026 23:55 UTC Moelis & Co MC · Entity 3898 Exercise / conversionClass A Common Stock 2,179.3 Not disclosed Not disclosed
Disclosure

SEC source: 0001193125-26-064631 · ownership.xml · nonDerivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,406.3

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
December 04, 2025 Filed Dec 5, 2025 22:28 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 16.07 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-309971 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,658.54

Underlying: Class A Common Stock · 16.07 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
December 04, 2025 Filed Dec 5, 2025 22:28 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 16.1 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-309971 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,662.43

Underlying: Class A Common Stock · 16.1 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
December 04, 2025 Filed Dec 5, 2025 22:28 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 17.58 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-309971 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,814.93

Underlying: Class A Common Stock · 17.58 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
December 04, 2025 Filed Dec 5, 2025 22:28 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 7.44 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-309971 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 767.8

Underlying: Class A Common Stock · 7.44 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 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
December 04, 2025 Filed Dec 5, 2025 22:28 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 4.3 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-309971 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 444.01

Underlying: Class A Common Stock · 4.3 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
September 18, 2025 Filed Sep 19, 2025 21:34 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 13.62 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-209333 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,642.48

Underlying: Class A Common Stock · 13.62 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
September 18, 2025 Filed Sep 19, 2025 21:34 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 13.65 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-209333 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,646.33

Underlying: Class A Common Stock · 13.65 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
September 18, 2025 Filed Sep 19, 2025 21:34 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 14.9 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-209333 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,797.35

Underlying: Class A Common Stock · 14.9 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.

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
September 18, 2025 Filed Sep 19, 2025 21:34 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 6.3 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-209333 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 760.36

Underlying: Class A Common Stock · 6.3 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
September 18, 2025 Filed Sep 19, 2025 21:34 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 3.65 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001193125-25-209333 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 439.7

Underlying: Class A Common Stock · 3.65 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
June 20, 2025 Filed Jun 24, 2025 21:15 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 18.5 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-089547 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,628.86

Underlying: Class A Common Stock · 18.5 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.

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
June 20, 2025 Filed Jun 24, 2025 21:15 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 18.55 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-089547 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,632.68

Underlying: Class A Common Stock · 18.55 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
June 20, 2025 Filed Jun 24, 2025 21:15 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 20.25 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-089547 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,782.45

Underlying: Class A Common Stock · 20.25 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
June 20, 2025 Filed Jun 24, 2025 21:15 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 8.57 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-089547 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 754.05

Underlying: Class A Common Stock · 8.57 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
June 20, 2025 Filed Jun 24, 2025 21:15 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 4.95 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-089547 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 436.06

Underlying: Class A Common Stock · 4.95 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
March 27, 2025 Filed Apr 1, 2025 01:22 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 17.36 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-048010 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,610.36

Underlying: Class A Common Stock · 17.36 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.

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 01:22 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 17.4 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-048010 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,614.13

Underlying: Class A Common Stock · 17.4 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.

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 01:22 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 18.99 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-048010 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,762.2

Underlying: Class A Common Stock · 18.99 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 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 01:22 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 8.03 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-048010 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 745.49

Underlying: Class A Common Stock · 8.03 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 01:22 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 4.65 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-25-048010 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 431.11

Underlying: Class A Common Stock · 4.65 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
February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2023 Incentive Restricted Stock Units · Derivative 398.92 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · derivative · entry 8

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,596.73

Underlying: Class A Common Stock · 398.92 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, 2025.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2025.

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February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2022 Incentive Restricted Stock Units · Derivative 581.07 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · derivative · entry 7

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,743.21

Underlying: Class A Common Stock · 581.07 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, 2025.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2025.

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February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 368.73 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · derivative · entry 6

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 737.45

Underlying: Class A Common Stock · 368.73 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, 2025.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2025.

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February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 426.46 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 426.46

Underlying: Class A Common Stock · 426.46 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, 2025.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2025.

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February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2019 Incentive Restricted Stock Units · Derivative 736.3 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 736.3 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, 2025.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 19, 2025.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 19, 2025.

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February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 SaleClass A Common Stock 1,282 $74.00 $94,868.00
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · nonDerivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,227

F2 · security: Class A Common Stock sold by Mr. Callesano in order to raise proceeds to satisfy tax obligations triggered by delivery of the Class A Common Stock upon settlement of the RSUs.

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February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 Tax withholdingClass A Common Stock 2.48 $74.00 $183.52
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · nonDerivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,509

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February 19, 2025 Filed Feb 22, 2025 00:18 UTC Moelis & Co MC · Entity 3898 Exercise / conversionClass A Common Stock 2,511.48 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-025098 · ownership.xml · nonDerivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,511.48

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).

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February 13, 2025 Filed Feb 15, 2025 02:47 UTC Moelis & Co MC · Entity 3898 Grant2024 Incentive RSUs · Derivative 1,593 $0.00 $0.00
Disclosure

SEC source: 0000950170-25-021725 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,593

Underlying: Class A Common Stock · 1,593 shares

Expires not disclosed

F1 · security: Each 2024 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 2024 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 2024 Incentive RSUs vest in equal installments on February 23, 2026, February 23, 2027, February 23, 2028, February 23, 2029 and February 23, 2030.

F2 · derivative.expiration_date: The 2024 Incentive RSUs vest in equal installments on February 23, 2026, February 23, 2027, February 23, 2028, February 23, 2029 and February 23, 2030.

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December 02, 2024 Filed Dec 5, 2024 02:17 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 15.67 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-133510 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,995.66

Underlying: Class A Common Stock · 15.67 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 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.

F6 · 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.

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December 02, 2024 Filed Dec 5, 2024 02:17 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 18.25 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-133510 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,324.27

Underlying: Class A Common Stock · 18.25 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 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.

F5 · 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.