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

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
11 Feb 2026, 18:42:00 UTC
Prior SEC filing
21 Feb 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Osamu Watanabe as attorney-in-fact for Navid Mahmoodzadegan

Key filing fact

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

Key facts

  • This page summarizes Navid Mahmoodzadegan's Form 4 filing for Moelis & Co (MC).
  • 4 reported transactions and 4 derivative rows are listed below.
  • Accepted by SEC: 11 Feb 2026, 18:42.

Change

  • Previous filing in this sequence was filed on 21 Feb 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 0001604685 Primary reporting owner

MAHMOODZADEGAN NAVID

Relationship
Chief Executive Officer, Director
Address
399 PARK AVE, NEW YORK
Signature
/s/ Osamu Watanabe as attorney-in-fact for Navid Mahmoodzadegan
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
+3,416
Change %
+4.8%
Price
$0.000000
Shares after
74,254
Date
09 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
3,416
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
+184,519
Change %
Price
$0.000000
Shares after
184,519
Date
09 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
184,519
Exercise price
Footnotes
F1, F5
MC transaction Derivative

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

Award

Transaction value
$0
Shares
+51,007
Change %
Price
$0.000000
Shares after
51,007
Date
09 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
51,007
Exercise price
Footnotes
F1, F6
MC transaction Derivative

2025 Performance LP Units of MCGEH (Granted June 9, 2025)

Award

Transaction value
$0
Shares
+453,762
Change %
Price
$0.000000
Shares after
453,762
Date
09 Feb 2026
Ownership
Direct
Underlying class
Class A Common Stock
Underlying amount
453,762
Exercise price
Footnotes
F1, F7, F8, F9
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 9 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 3,416.39 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 award in the form of Long Term Incentive LP Units in connection with compensation for the 2024 fiscal year (the "2024 LTI LP Units"). The 2024 LTI LP Units vest over three years as follows: 33% vests on each February 23, 2028, February 23, 2029 and February 23, 2030. These 2024 LTI LP Units may be redeemed by the holder for shares of Class A Common Stock on a one-for-one basis after the LTI LP Units become vested and a sufficient amount of profits have been allocated to the holder of the LTI LP Units (the "Book-Up"). On February 9, 2026, the Issuers Compensation Committee certified the achievement of the Book-Up. These 2024 LTI LP Units remain subject to the time-based vesting requirements described herein. The redemption rights described herein do not expire.

Footnote F7

On June 9, 2025, the Reporting Person was granted a profits interest award in the form of LP Units in connection with being named Chief Executive Officer, which was previously reported on Form 8-K on June 9, 2025. These LP Units are subject to the performance and time-based vesting requirements described below. These 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 F8

Amount reflects target award of 450,000 Performance LP Units plus 3,762.06 Performance LP Units in dividend equivalents previously granted and included in the Book Up in February of 2026.

Footnote F9

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. At this time, only the Book-Up condition has been met. The target amount of Performance LP Units (and related dividend equivalents) satisfy the time-vesting requirement in equal installments on each of September 30, 2028, 2029 and 2030. The redemption rights described herein do not expire.

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