Key facts
- This page summarizes Kenneth Moelis's Form 4 filing for Moelis & Co (MC).
- 3 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 02 Aug 2024, 18:42.
Kenneth Moelis - 30 Jul 2024 Form 4 Insider Report for Moelis & Co (MC)
- Reporting relationship
- Chairman, CEO, Director
- Issuer ticker
- MC
- Reported as of
- 30 Jul 2024
- Net transaction value
- -$7,254,445
- SEC form
- 4
- Accepted by SEC
- 02 Aug 2024, 18:42:48 UTC
- Prior SEC filing
- 29 Jul 2024
- Next SEC filing
- 30 Sep 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Osamu Watanabe as attorney-in-fact for Kenneth Moelis
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Kenneth Moelis filed Form 4 for Moelis & Co (MC) on 02 Aug 2024.
Change
- Previous filing in this sequence was filed on 29 Jul 2024.
- Current net transaction value: -$7,254,445.
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
- $365,562
- Shares
- -5,308
- Change %
- -98%
- Price
- $68.87
- Shares after
- 86
- Date
- 30 Jul 2024
- Ownership
- Direct
- Footnotes
- F1
MC
transaction
Class A Common Stock
Sale
- Transaction value
- $6,439,758
- Shares
- -93,506
- Change %
- -94%
- Price
- $68.87
- Shares after
- 6,494
- Date
- 30 Jul 2024
- Ownership
- By Trust
- Footnotes
- F2
MC
transaction
Class A Common Stock
Sale
- Transaction value
- $449,125
- Shares
- -6,494
- Change %
- -100%
- Price
- $69.16
- Shares after
- 0
- Date
- 31 Jul 2024
- Ownership
- By Trust
- Footnotes
- F1, F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Mr. Moelis' ownership of any Class A common stock is in addition to (i) 703,262 units of unvested or restricted equity granted to Mr. Moelis as incentive compensation for fiscal years 2019 through 2023, (ii) 92,089 units of equity that are subject to vesting and performance provisions granted to Mr. Moelis as incentive compensation for fiscal year 2022, (iii) 3,976,314 shares of Class A common stock issuable in exchange for Group Units held by The Moelis Family Trust.
Footnote F2
Represents a transaction by the Moelis Family Trust. Mr. Moelis is a beneficiary of The Moelis Family Trust. Mr. Moelis shares voting and dispositive power over the assets of The Moelis Family Trust with Mrs. Julie Moelis.