Joseph Simon

Insider Reports History

Identity Names, identifiers, and filing context for this profile. 1 identity field
Reporting-owner location
New York, NY
SEC source record Original filing metadata and source links for verification. 1 source field
Latest reporting-owner signature
/s/ Osamu Watanabe as attorney-in-fact for Joseph Simon
Source: Latest parsed Forms 3/4/5 signature
Source evidence Original filing metadata and source links for verification. 1 source field
Transaction source note
Rows are grouped by transaction date from the original SEC filing. Open the aggregated insider activity page to review issuer-level activity across dates.

Reported holdings for Joseph Simon

Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
Class A Common Stock
Shares / value
22,832
Estimated value
$1,689,568
Report date
19 Feb 2025
Price
$74.00
Ownership
Direct
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2023 Vested LP Units of MCGEH
Shares / value
17,384
Estimated value
$1,385,157
Report date
04 Feb 2025
Price
$79.68
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2022 Vested LP Units of MCGEH
Shares / value
11,588
Estimated value
$923,332
Report date
18 Feb 2025
Price
$79.68
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2021 LP Units of MCGEH
Shares / value
6,724
Estimated value
$535,768
Report date
18 Feb 2025
Price
$79.68
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2020 Incentive Restricted Stock Units
Shares / value
4,358
Estimated value
$315,057
Report date
19 Feb 2025
Price
$72.30
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2019 Incentive Restricted Stock Units
Shares / value
0
Estimated value
$0
Report date
19 Feb 2025
Price
$72.30
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2021 Vested LP Units of MCGEH
Shares / value
0
Estimated value
$0
Report date
18 Feb 2025
Price
$79.68
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2019 Incentive RSUs
Shares / value
7,467
Estimated value
Report date
02 Dec 2024
Price
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
Form 4 holding Former Chief Financial Officer

Moelis & Co

Security class
2020 Incentive RSUs
Shares / value
4,405
Estimated value
Report date
27 Mar 2025
Price
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount

Insider Reports Filed by Joseph Simon

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