Kenneth Moelis - 09 Feb 2026 Form 4 Insider Report for Moelis & Co (MC)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
11 Feb 2026, 18:41:47 UTC
Prior SEC filing
03 Nov 2025
Next SEC filing
20 Feb 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Osamu Watanabe as attorney-in-fact for Kenneth Moelis

Key filing fact

Kenneth Moelis filed Form 4 for Moelis & Co (MC) on 11 Feb 2026.

Key facts

  • This page summarizes Kenneth Moelis's Form 4 filing for Moelis & Co (MC).
  • 3 reported transactions and 3 derivative rows are listed below.
  • Accepted by SEC: 11 Feb 2026, 18:41.

Change

  • Previous filing in this sequence was filed on 03 Nov 2025.
  • Current net transaction value: $0.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001604686 Primary reporting owner

MOELIS KENNETH

Relationship
Executive Chairman, Director
Address
399 PARK AVE, NEW YORK
Signature
/s/ Osamu Watanabe as attorney-in-fact for Kenneth Moelis
Signature date
11 Feb 2026

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

MC transaction Derivative

2022 Performance LP Units of MCGEH (Granted Feb 16, 2023)

Award

Transaction value
$0
Shares
+4,441
Change %
+4.8%
Price
$0.000000
Shares after
96,531
Date
09 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
4,441
Exercise price
Footnotes
F1, F2, F3, F4
MC transaction Derivative

2024 Vested LP Units of MCGEH (Granted February 13, 2025)

Award

Transaction value
$0
Shares
+198,291
Change %
Price
$0.000000
Shares after
198,291
Date
09 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
198,291
Exercise price
Footnotes
F1, F5
MC transaction Derivative

2024 LP Units of MCGEH (Granted February 13, 2025)

Award

Transaction value
$0
Shares
+318,796
Change %
Price
$0.000000
Shares after
318,796
Date
09 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
318,796
Exercise price
Footnotes
F1, F6
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Limited partnership units of MCGEH may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis pursuant to the terms of the Second Amended and Restated Limited Partnership Agreement of MCGEH.

Footnote F2

Reflects dividend equivalents on a profits interest award in the form of LP Units previously granted to the Reporting Person in February 2023 in connection with the compensation for the 2022 fiscal year, which are subject to the performance and time-based vesting requirements described below. These dividend equivalents LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuer's Compensation Committee certified the achievement of the Book-Up, and these LP Units remain subject to the performance and time-based vesting requirements described below.

Footnote F3

Amount reflects 4,441.34 Performance LP Units in dividend equivalents previously granted and included in the Book Up in February of 2026.

Footnote F4

These Performance LP Units are subject to three conditions in order to vest: (i) a Book-Up, (ii) certain performance conditions based on meeting or exceeding specified dividend adjusted stock price hurdles and (iii) a five year service vesting condition. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of February 16, 2026, 2027 and 2028 and Performance LP Units in excess of the target Performance LP Units (and related dividend equivalents) satisfy the time -vesting requirement on February 16, 2028. The redemption rights described herein do not expire.

Footnote F5

On February 13, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with compensation for the 2024 fiscal year (the "2024 Vested LP Units"). The 2024 Vested LP Units vest at grant and may be redeemed as follows: (a) 40% on February 23, 2027, and (b) and 20% on each of February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 Vested LP units may be redeemded by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the third anniversary of the grant date (February 2028) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. In addition, the 2024 Vested LP Units are subject to sale and non-compete restrictions through the fifth anniversary of the grant date. The redemption rights described herein do not expire.

Footnote F6

On February 13, 2025, the Reporting Person was granted a profits interest retention award in the form of LP Units (the "2024 LP Units"), which was perviously reported on Form 8-K on February 10, 2025. The 2024 LP Units vest 100% on February 13, 2029. These 2024 LP units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis beginning on the fifth anniversary of the grant date (February 2030) and a sufficient amount of profits have been allocated to the holder of the LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

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