Key facts
- This page summarizes Joseph Simon's Form 4 filing for Moelis & Co (MC).
- 3 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 13 Feb 2024, 18:08.
Joseph Simon - 09 Feb 2024 Form 4 Insider Report for Moelis & Co (MC)
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- MC
- Reported as of
- 09 Feb 2024
- Net transaction value
- -$586,428
- SEC form
- 4
- Accepted by SEC
- 13 Feb 2024, 18:08:16 UTC
- Prior SEC filing
- 27 Dec 2023
- Next SEC filing
- 23 Feb 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Osamu Watanabe as attorney-in-fact for Joseph Simon
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Joseph Simon filed Form 4 for Moelis & Co (MC) on 13 Feb 2024.
Change
- Previous filing in this sequence was filed on 27 Dec 2023.
- Current net transaction value: -$586,428.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MC
transaction
Class A Common Stock
Sale
- Transaction value
- $204,228
- Shares
- -3,720
- Change %
- -35%
- Price
- $54.90
- Shares after
- 7,000
- Date
- 09 Feb 2024
- Ownership
- Direct
MC
transaction
Class A Common Stock
Sale
- Transaction value
- $191,450
- Shares
- -3,500
- Change %
- -50%
- Price
- $54.70
- Shares after
- 3,500
- Date
- 09 Feb 2024
- Ownership
- Direct
MC
transaction
Class A Common Stock
Sale
- Transaction value
- $190,750
- Shares
- -3,500
- Change %
- -100%
- Price
- $54.50
- Shares after
- 0
- Date
- 09 Feb 2024
- Ownership
- Direct
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 1 footnote
Footnote F1
Mr. Simon's ownership includes 74,102 units of unvested or restricted equity granted to Mr. Simon as incentive compensation for fiscal years 2018 through 2022