Moelis & Co
A global independent investment bank that advises corporations, governments, and financial sponsors on mergers, restructurings, and capital raising — without lending or trading, a conflict-free model that keeps its advice impartial. It was founded in 2007 by Ken Moelis, who named the firm for himself in the classic tradition of banking partnerships after leaving UBS. A fun detail: Moelis set out to recreate the close-knit, "familial" working culture he first felt at Drexel Burnham Lambert in 1981.
Granted 803.7K · Sold 959.3K
Granted 231.8K · Sold 34.4K
Granted 689.8K · Sold 538.5K
Granted 324.3K · Sold 306.6K
Granted 98.0K · Sold 52.3K
Granted 20.8K · Sold 12.0K
Granted 10.5K · Sold 9.2K
Granted 64.7K · Sold 53.9K
Granted 11.2K · Sold 5.5K
Granted 10.8K
Granted 2.2K
Granted 1.7K
Granted 3.1K
Granted 13.0K
Granted 61.43
Granted 56.6K · Sold 47.5K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Moelis KennethExecutive Chairman, Director · 44 transactions | -10.8% | 4.40M | 803.7K | — | 959.3K |
| Cantor EricVice Chairman, MD, Director · 50 transactions | +121.4% | 251.2K | 231.8K | — | 34.4K |
| Mahmoodzadegan NavidCo-President, MD · 25 transactions | +171.1% | 207.0Kas of Feb 2025 | 689.8K | — | 538.5K |
| Raich JeffreyCo-President, MD · 21 transactions | +17.4% | 63.5Kas of Feb 2025 | 324.3K | — | 306.6K |
| Simon JosephChief Financial Officer · 21 transactions | — | 28.6Kas of Feb 2025 | 98.0K | — | 52.3K |
| Pilcher Ciafone KatherineChief Operating Officer · 9 transactions | — | 8.8K | 20.8K | — | 12.0K |
| Shropshire KennethDirector · 84 transactions | +21% | 7.2K | 10.5K | — | 9.2K |
| Watanabe Osamu R.General Counsel, Secretary · 19 transactions | +3702.3% | 5.0K | 64.7K | — | 53.9K |
| Callesano ChristopherChief Financial Officer · 15 transactions | +29% | 3.4K | 11.2K | — | 5.5K |
| Allison John ADirector · 56 transactions | +179.5% | 2.5Kas of Dec 2024 | 10.8K | — | — |
| Richardson Yolonda CDirector · 19 transactions | +49.6% | 1.9Kas of Jun 2023 | 2.2K | — | — |
| Barker ThoroldDirector · 5 transactions | — | 1.7K | 1.7K | — | — |
| Mirrer LouiseDirector · 19 transactions | — | 1.3K | 3.1K | — | — |
| Worrell LailaDirector · 56 transactions | — | 479.5 | 13.0K | — | — |
| Riehl NickPrincipal Accounting Officer · 2 transactions | — | 61.43 | 61.43 | — | — |
| Crain ElizabethChief Operating Officer, Director · 12 transactions | — | 0as of Aug 2023 | 56.6K | — | 47.5K |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last 5 years: -2.02M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.