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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
December 02, 2024 Filed Dec 5, 2024 02:17 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 8.69 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-133510 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,106.18

Underlying: Class A Common Stock · 8.69 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 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.

F4 · 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 02, 2024 Filed Dec 5, 2024 02:17 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 6.7 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-133510 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 852.92

Underlying: Class A Common Stock · 6.7 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F3 · 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.

F3 · 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
December 02, 2024 Filed Dec 5, 2024 02:17 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 5.78 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-133510 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 736.3

Underlying: Class A Common Stock · 5.78 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
November 07, 2024 Filed Nov 12, 2024 22:42 UTC Moelis & Co MC · Entity 3898 SaleClass A Common Stock 885 $80.00 $70,800.00
Disclosure

SEC source: 0000950170-24-125709 · ownership.xml · nonDerivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · balance_after: Mr. Callesano's ownership is in addition to 8,891 units of unvested or restricted equity granted to Mr. Callesano as incentive compensation for fiscal years 2019 through 2023.

Read SEC document
September 26, 2024 Filed Oct 1, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 17.02 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110521 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,979.99

Underlying: Class A Common Stock · 17.02 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.

Read SEC document
September 26, 2024 Filed Oct 1, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 19.82 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110521 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,306.02

Underlying: Class A Common Stock · 19.82 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.

Read SEC document
September 26, 2024 Filed Oct 1, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 9.43 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110521 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,097.49

Underlying: Class A Common Stock · 9.43 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 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.

F4 · 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 26, 2024 Filed Oct 1, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 7.27 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110521 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 846.22

Underlying: Class A Common Stock · 7.27 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F3 · 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.

F3 · 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 26, 2024 Filed Oct 1, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 6.28 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-110521 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 730.52

Underlying: Class A Common Stock · 6.28 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 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 23:51 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 21.67 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-077015 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,962.97

Underlying: Class A Common Stock · 21.67 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.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 23:51 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 25.23 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-077015 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,286.2

Underlying: Class A Common Stock · 25.23 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.

Read SEC document
June 20, 2024 Filed Jun 24, 2024 23:51 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 12.01 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-077015 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,088.06

Underlying: Class A Common Stock · 12.01 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F4 · 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.

F4 · 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, 2024 Filed Jun 24, 2024 23:51 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 9.26 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-077015 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 838.95

Underlying: Class A Common Stock · 9.26 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F3 · 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.

F3 · 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, 2024 Filed Jun 24, 2024 23:51 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 7.99 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-077015 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 724.24

Underlying: Class A Common Stock · 7.99 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.

F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
March 28, 2024 Filed Apr 3, 2024 00:33 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 20.3 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-040611 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,941.3

Underlying: Class A Common Stock · 20.3 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.

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.

Read SEC document
March 28, 2024 Filed Apr 3, 2024 00:33 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 23.65 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-040611 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,260.97

Underlying: Class A Common Stock · 23.65 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 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.

Read SEC document
March 28, 2024 Filed Apr 3, 2024 00:33 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 11.25 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-040611 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,076.05

Underlying: Class A Common Stock · 11.25 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 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.

F4 · 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 28, 2024 Filed Apr 3, 2024 00:33 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 8.68 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-040611 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 829.69

Underlying: Class A Common Stock · 8.68 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 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.

F3 · 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 28, 2024 Filed Apr 3, 2024 00:33 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 7.49 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-24-040611 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 716.24

Underlying: Class A Common Stock · 7.49 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 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2022 Incentive Restricted Stock Units · Derivative 558.28 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019619 · ownership.xml · derivative · entry 7

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,237.32

Underlying: Class A Common Stock · 558.28 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 21, 2024.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 21, 2024.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 353.82 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019619 · ownership.xml · derivative · entry 6

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,064.8

Underlying: Class A Common Stock · 353.82 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 21, 2024.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 21, 2024.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 410.51 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019619 · ownership.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 821.01

Underlying: Class A Common Stock · 410.51 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 21, 2024.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 21, 2024.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2019 Incentive Restricted Stock Units · Derivative 708.75 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-019619 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 708.75

Underlying: Class A Common Stock · 708.75 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 21, 2024.

F3 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 21, 2024.

F3 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 21, 2024.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:59 UTC Moelis & Co MC · Entity 3898 SaleClass A Common Stock 1,144 $52.60 $60,174.40
Disclosure

SEC source: 0000950170-24-019619 · ownership.xml · nonDerivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 885

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.

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Tax withholdingClass A Common Stock 2.35 $52.60 $123.61
Disclosure

SEC source: 0000950170-24-019619 · ownership.xml · nonDerivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,029

Read SEC document
February 21, 2024 Filed Feb 24, 2024 00:59 UTC Moelis & Co MC · Entity 3898 Exercise / conversionClass A Common Stock 2,031.35 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-019619 · ownership.xml · nonDerivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,031.35

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Shares of Class A Common Stock were acquired upon settlement of Restricted Stock Units (RSUs).

Read SEC document
February 15, 2024 Filed Feb 20, 2024 23:15 UTC Moelis & Co MC · Entity 3898 Grant2023 Incentive RSUs · Derivative 1,921 $0.00 $0.00
Disclosure

SEC source: 0000950170-24-017341 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,921

Underlying: Class A Common Stock · 1,921 shares

Expires not disclosed

F1 · security: Each 2023 Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2014 Omnibus Incentive Plan.

F1 · derivative.exercise_price: Each 2023 Incentive RSU represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount in cash equal to the fair market value of such share. Grant of Restricted Stock Units pursuant to the Moelis & Company 2014 Omnibus Incentive Plan.

F2 · derivative.exercise_date: The 2023 Incentive Restricted Stock Units vest in equal installments on February 23, 2025, February 23, 2026, February 23, 2027, February 23, 2028 and February 23, 2029.

F2 · derivative.expiration_date: The 2023 Incentive Restricted Stock Units vest in equal installments on February 23, 2025, February 23, 2026, February 23, 2027, February 23, 2028 and February 23, 2029.

Read SEC document
February 08, 2024 Filed Feb 12, 2024 23:40 UTC Moelis & Co MC · Entity 3898 SaleClass A Common Stock 1,040 $53.59 $55,733.60
Disclosure

SEC source: 0000950170-24-014025 · ownership.xml · nonDerivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
December 22, 2023 Filed Dec 27, 2023 22:23 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 29.32 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073379 · ownership.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,795.6

Underlying: Class A Common Stock · 29.32 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

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.

Read SEC document
December 22, 2023 Filed Dec 27, 2023 22:23 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 14.88 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073379 · ownership.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,418.62

Underlying: Class A Common Stock · 14.88 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 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.

F4 · 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 22, 2023 Filed Dec 27, 2023 22:23 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 12.92 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073379 · ownership.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,231.52

Underlying: Class A Common Stock · 12.92 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 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.

F3 · 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
December 22, 2023 Filed Dec 27, 2023 22:23 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 14.87 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000950170-23-073379 · ownership.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,417.5

Underlying: Class A Common Stock · 14.87 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 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
September 22, 2023 Filed Sep 26, 2023 21:19 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 36.71 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050600 · doc4.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,766.28

Underlying: Class A Common Stock · 36.71 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.

Read SEC document
September 22, 2023 Filed Sep 26, 2023 21:19 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 18.63 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050600 · doc4.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,403.74

Underlying: Class A Common Stock · 18.63 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 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.

F4 · 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 22, 2023 Filed Sep 26, 2023 21:19 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 16.17 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050600 · doc4.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,218.6

Underlying: Class A Common Stock · 16.17 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 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.

F3 · 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 22, 2023 Filed Sep 26, 2023 21:19 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 18.62 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-050600 · doc4.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,402.64

Underlying: Class A Common Stock · 18.62 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.

F2 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
June 23, 2023 Filed Jun 27, 2023 20:34 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 38.19 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-039893 · doc4.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,729.57

Underlying: Class A Common Stock · 38.19 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.

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.

Read SEC document
June 23, 2023 Filed Jun 27, 2023 20:34 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 19.38 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-039893 · doc4.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,385.11

Underlying: Class A Common Stock · 19.38 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 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.

F4 · 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 23, 2023 Filed Jun 27, 2023 20:34 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 16.82 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-039893 · doc4.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,202.43

Underlying: Class A Common Stock · 16.82 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 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.

F3 · 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 23, 2023 Filed Jun 27, 2023 20:34 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 19.37 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-039893 · doc4.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,384.02

Underlying: Class A Common Stock · 19.37 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 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

Read SEC document
March 28, 2023 Filed Mar 30, 2023 21:59 UTC Moelis & Co MC · Entity 3898 Grant2022 Incentive RSUs · Derivative 42.37 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-021653 · doc4.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,691.37

Underlying: Class A Common Stock · 42.37 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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March 28, 2023 Filed Mar 30, 2023 21:59 UTC Moelis & Co MC · Entity 3898 Grant2021 Incentive RSUs · Derivative 21.5 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-021653 · doc4.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,365.73

Underlying: Class A Common Stock · 21.5 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.

F4 · derivative.exercise_date: Incentive RSUs were issued as dividend equivalents on 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.

F4 · 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.

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March 28, 2023 Filed Mar 30, 2023 21:59 UTC Moelis & Co MC · Entity 3898 Grant2020 Incentive RSUs · Derivative 18.67 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-021653 · doc4.xml · derivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,185.6

Underlying: Class A Common Stock · 18.67 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.

F3 · 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.

F3 · 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.

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March 28, 2023 Filed Mar 30, 2023 21:59 UTC Moelis & Co MC · Entity 3898 Grant2019 Incentive RSUs · Derivative 21.49 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-23-021653 · doc4.xml · derivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,364.66

Underlying: Class A Common Stock · 21.49 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 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

F2 · derivative.expiration_date: Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2020 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.

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February 23, 2023 Filed Feb 25, 2023 01:22 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2021 Incentive Restricted Stock Units · Derivative 335.27 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-012985 · doc4.xml · derivative · entry 6

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,344.23

Underlying: Class A Common Stock · 367.83 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 23, 2023.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 23, 2023.

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February 23, 2023 Filed Feb 25, 2023 01:22 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2020 Incentive Restricted Stock Units · Derivative 388.98 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-012985 · doc4.xml · derivative · entry 5

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,166.94

Underlying: Class A Common Stock · 388.98 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 23, 2023.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 23, 2023.

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February 23, 2023 Filed Feb 25, 2023 01:22 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2019 Incentive Restricted Stock Units · Derivative 670.27 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-012985 · doc4.xml · derivative · entry 4

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,343.17

Underlying: Class A Common Stock · 670.27 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 23, 2023.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 23, 2023.

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February 23, 2023 Filed Feb 25, 2023 01:22 UTC Moelis & Co MC · Entity 3898 Exercise / conversion2018 Incentive Restricted Stock Units · Derivative 732.69 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-012985 · doc4.xml · derivative · entry 3

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 732.69 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 23, 2023.

F2 · derivative.exercise_price: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.exercise_date: The RSUs were settled for Class A common stock on February 23, 2023.

F2 · derivative.expiration_date: The RSUs were settled for Class A common stock on February 23, 2023.

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February 23, 2023 Filed Feb 25, 2023 01:22 UTC Moelis & Co MC · Entity 3898 Tax withholdingClass A Common Stock 1,087.21 $42.06 $45,728.05
Disclosure

SEC source: 0001209191-23-012985 · doc4.xml · nonDerivative · entry 2

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,040

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February 23, 2023 Filed Feb 25, 2023 01:22 UTC Moelis & Co MC · Entity 3898 Exercise / conversionClass A Common Stock 2,127.21 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-012985 · doc4.xml · nonDerivative · entry 1

Callesano Christopher · CIK 0001681752 · Principal Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,127.21

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