Joseph Simon - Former Chief Financial Officer at Moelis & Co

Insider Transactions and Holdings

Identity
Entity type
Individual
Role
Former Chief Financial Officer
Issuer context
Issuer symbol
MC on NYSE
SEC evidence
Source filings
Open source filing history

There are no Buy or Sell transactions made by Joseph Simon since 01 Jun 2025

Holdings reported by Joseph Simon for Moelis & Co

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

Transactions reported by Joseph Simon for Moelis & Co

Sym Class Transaction % Reported value Reported price Shares Shares after Date Ownership
* indicates a reported price that failed the local validity check.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .