Joseph Simon - Former Chief Financial Officer at Moelis & Co

Issuer-level insider activity

Role
Former Chief Financial Officer
Issuer ticker
MC on NYSE
Identity Names, identifiers, and filing context for this profile. 1 identity field
Entity type
Individual
Source evidence Original filing metadata and source links for verification. 1 source field
Source filing history
Open source filing history

No buys or sells have been reported by Joseph Simon since 10 Aug 2025

Reported holdings for Joseph Simon in 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

Transaction history for Joseph Simon in Moelis & Co

Sym Class Transaction % SEC-reported value SEC-reported price Shares Shares after Date Ownership
* marks a reported price that did not pass the local price check.
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