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 4.53M · Sold 4.22M
Granted 437.2K · Sold 34.4K
Granted 3.01M · Sold 2.70M
Granted 1.81M · Sold 1.68M
Granted 273.8K · Sold 161.0K
Granted 20.8K · Sold 12.0K
Granted 24.6K · Sold 12.4K
Granted 181.7K · Sold 170.4K
Granted 40.8K · Sold 27.8K
Granted 3.5K
Granted 28.3K
Granted 7.0K
Granted 1.7K
Granted 3.1K
Granted 8.5K
Granted 13.0K
Granted 61.43
Granted 306.3K · Sold 279.5K
Granted 178.4K · Sold 178.4K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Moelis KennethExecutive Chairman, Director · 147 transactions | — | 4.40M | 4.53M | — | 4.22M |
| Cantor EricVice Chairman, MD, Director · 98 transactions | — | 251.2K | 437.2K | — | 34.4K |
| Mahmoodzadegan NavidCo-President, MD · 65 transactions | — | 207.0Kas of Feb 2025 | 3.01M | — | 2.70M |
| Raich JeffreyCo-President, MD · 82 transactions | — | 63.5Kas of Feb 2025 | 1.81M | — | 1.68M |
| Simon JosephChief Financial Officer · 64 transactions | — | 28.6Kas of Feb 2025 | 273.8K | — | 161.0K |
| Pilcher Ciafone KatherineChief Operating Officer · 9 transactions | — | 8.8K | 20.8K | — | 12.0K |
| Shropshire KennethDirector · 190 transactions | — | 7.2K | 24.6K | — | 12.4K |
| Watanabe Osamu R.General Counsel, Secretary · 50 transactions | — | 5.0K | 181.7K | — | 170.4K |
| Callesano ChristopherChief Financial Officer · 44 transactions | — | 3.4K | 40.8K | — | 27.8K |
| Bollenbach Stephen FDirector · 8 transactions | — | 2.6Kas of Jul 2015 | 3.5K | — | — |
| Allison John ADirector · 145 transactions | — | 2.5Kas of Dec 2024 | 28.3K | — | — |
| Richardson Yolonda CDirector · 43 transactions | — | 1.9Kas of Jun 2023 | 7.0K | — | — |
| Barker ThoroldDirector · 5 transactions | — | 1.7K | 1.7K | — | — |
| Mirrer LouiseDirector · 19 transactions | — | 1.3K | 3.1K | — | — |
| Greenstreet YvonneDirector · 50 transactions | — | 1.1Kas of Nov 2018 | 8.5K | — | — |
| Worrell LailaDirector · 56 transactions | — | 479.5 | 13.0K | — | — |
| Riehl NickPrincipal Accounting Officer · 2 transactions | — | 61.43 | 61.43 | — | — |
| Crain ElizabethChief Operating Officer, Director · 57 transactions | — | 0as of Aug 2023 | 306.3K | — | 279.5K |
| Leaman J Richard IIIMD & Vice Chairman, Director · 24 transactions | — | 0as of Apr 2018 | 178.4K | — | 178.4K |
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 all recorded history: -9.48M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.