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Moelis & Company (MC)

USD65.88 +2.27 (+3.57%)
US NYSE Financial Services Financial - Capital Markets
Address 399 Park Avenue 10022
New York City, NY, US
CEO Navid Mahmoodzadegan
Website moelis.com
IPO 2014-04-16
CIK 1596967 ISIN US60786M1053

Explore sections of this company profile

Description

Moelis & Company operates as a dedicated investment banking advisory firm, offering expert counsel on a wide range of corporate finance matters. Its core services include strategic guidance for mergers and acquisitions (M&A), corporate recapitalizations and restructurings, and capital market transactions. The firm serves a diverse global client base, which encompasses large public multinational corporations, private middle-market businesses, financial sponsors, entrepreneurs, governmental organizations, and sovereign wealth funds. With operations spanning North and South America, Europe, the Middle East, Asia, and Australia, Moelis & Company also leverages strategic alliances, specifically with Alfaro, Dávila y Scherer, S.C. in Mexico and MA Moelis Australia. Founded in 2007, the company's headquarters are situated in New York, New York.

News Sentiment (7d)
72 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD65.88 +2.27 (+3.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.85
Float Shares
72.66M
Free Float %
98.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.89% +1.57% +1.28% -1.50% -2.16% -7.11% +5.15% +85.45% +24.56% +137.27% +144.17%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Hold
Price Targets & DCF
Current price
65.88
Low 58.00 -12.0%
Consensus 73.40 +11.4%
Median 78.00 +18.4%
High 83.00 +26.0%
DCF (Unlevered) 27.36 -58.5%
DCF (Levered) 64.89 -1.5%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 27% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 7 0
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
70.50
+7.0%
Last Year 9
74.67
+13.3%
All Time 16
65.19
-1.0%
Quality scores
Altman Z-Score
5.28
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Capital Markets: +19.7%
    +27.0% Q1'26: +4.3% (vs Q1'25)
  • EPS growth Financial - Capital Markets: +35.3%
    +65.2% Q1'26: -25.0% (vs Q1'25)
  • FCF margin FCF growth · Financial - Capital Markets: +29.5%
    +20.7% Q1'26: -91.2% (vs Q1'25)
  • EBIT margin Financial - Capital Markets: +33.5%
    +21.6% Q1'26: +12.7% (vs Q1'25)
  • ROIC Financial - Capital Markets: +4.0%
    +59.2% Q1'26: +20.2% (vs Q1'25)
  • Share dilution Financial - Capital Markets: +0.0%
    +3.4% Q1'26: +1.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×
    0.79× Q1'26: 1.52× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.87) × ERP
WACC = 95% × Ke + 5% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 27.36 Current price: 65.88
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
6 EPS Ana.
Dec 2027
7 Rev. Ana.
6 EPS Ana.
Dec 2028
3 Rev. Ana.
1 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
551.86M
est: 541.92M (+1.8%)
613.37M
est: 609.29M (+0.7%)
684.62M
est: 681.71M (+0.4%)
885.84M
est: 870.75M (+1.7%)
746.53M
est: 739.22M (+1.0%)
943.28M
est: 833.71M (+13.1%)
1.54B
est: 1.57B (-1.8%)
985.30M
est: 980.81M (+0.5%)
854.75M
est: 969.13M (-11.8%)
1.19B
est: 1.11B (+7.4%)
1.52B
est: 1.50B (+1.3%)
1.69B
1.62B – 1.74B
+12.6% YoY
2.00B
1.83B – 2.18B
+18.4% YoY
2.13B
2.10B – 2.17B
+6.9% YoY
2.04B
1.89B – 2.17B
-4.6% YoY
EBITDA
140.14M
est: 56.37M (+148.6%)
164.27M
est: 57.93M (+183.6%)
167.83M
est: 186.50M (-10.0%)
231.41M
est: 146.99M (+57.4%)
119.51M
est: 79.96M (+49.5%)
270.42M
est: 710.25M (-61.9%)
503.16M
est: 386.64M (+30.1%)
224.08M
est: 346.98M (-35.4%)
-32.04M
est: 173.24M (-118.5%)
183.39M
est: 198.85M (-7.8%)
339.35M
est: 267.61M (+26.8%)
301.44M
288.96M – 310.36M
+12.6% YoY
356.92M
327.33M – 390.00M
+18.4% YoY
381.40M
375.58M – 387.23M
+6.9% YoY
363.78M
338.26M – 388.74M
-4.6% YoY
EBIT
137.50M
est: 129.47M (+6.2%)
161.09M
est: 140.21M (+14.9%)
164.28M
est: 112.47M (+46.1%)
226.78M
est: 188.98M (+20.0%)
114.54M
est: 75.57M (+51.6%)
265.71M
est: 153.48M (+73.1%)
495.92M
est: 396.41M (+25.1%)
216.10M
est: 357.43M (-39.5%)
-40.35M
est: 165.66M (-124.4%)
172.95M
est: 190.15M (-9.0%)
327.47M
est: 255.91M (+28.0%)
288.26M
276.32M – 296.78M
+12.6% YoY
341.31M
313.01M – 372.94M
+18.4% YoY
364.72M
359.15M – 370.29M
+6.9% YoY
347.87M
323.46M – 371.74M
-4.6% YoY
Net Income
33.10M
est: 31.24M (+6.0%)
38.39M
est: 33.49M (+14.6%)
29.40M
est: 16.80M (+75.0%)
140.68M
est: 116.94M (+20.3%)
105.10M
est: 69.11M (+52.1%)
178.83M
est: 555.61M (-67.8%)
365.21M
est: 289.77M (+26.0%)
150.35M
est: 250.48M (-40.0%)
-24.70M
est: 15.00M (-264.7%)
136.02M
est: 95.66M (+42.2%)
233.04M
est: 221.20M (+5.4%)
250.94M
218.52M – 264.36M
+13.4% YoY
310.59M
282.91M – 358.41M
+23.8% YoY
342.31M
311.40M – 373.22M
+10.2% YoY
360.22M
327.35M – 392.34M
+5.2% YoY
SGA
54.24M
est: 75.18M (-27.9%)
53.30M
est: 64.67M (-17.6%)
62.23M
est: 63.93M (-2.7%)
74.01M
est: 96.81M (-23.5%)
71.03M
est: 74.35M (-4.5%)
80.59M
est: 382.75M (-78.9%)
83.73M
est: 79.55M (+5.3%)
84.52M
est: 83.69M (+1.0%)
107.38M
est: 59.71M (+79.9%)
27.06M
est: 68.53M (-60.5%)
29.77M
est: 92.23M (-67.7%)
103.89M
99.59M – 106.96M
+12.6% YoY
123.01M
112.81M – 134.41M
+18.4% YoY
131.45M
129.44M – 133.46M
+6.9% YoY
125.38M
116.58M – 133.98M
-4.6% YoY
EPS
1.65
est: 1.62 (+1.9%)
1.83
est: 1.77 (+3.3%)
0.96
est: 2.11 (-54.4%)
2.78
est: 2.87 (-3.1%)
2.09
est: 1.84 (+13.9%)
3.16
est: 2.25 (+40.4%)
5.79
est: 5.48 (+5.6%)
2.29
est: 2.23 (+2.7%)
-0.36
est: 0.19 (-290.0%)
1.89
est: 1.20 (+57.3%)
3.11
est: 2.75 (+13.1%)
3.09
2.76 – 3.34
+12.2% YoY
3.95
3.57 – 4.52
+28.0% YoY
4.32
3.93 – 4.71
+9.5% YoY
4.55
4.13 – 4.95
+5.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-05-01 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-04-30 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-04-29 C 2/5 4/5 1/5 1/5 1/5 2/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-15 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
469.28M
OE per share TTM
5.95
Owner's Yield
9.74%
Maintenance CapEx ratio
25.99%
Maint CapEx / Avg PPE
21.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
118
Total invested
360.76M
Insider transactions (90d)
0
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 7.27M 11.35% 4.85M 1.90M 5.37M 1.90M IA A California 2022-08-09
2 (1) BlackRock, Inc. 6.89M 10.40% 6.73M 6.89M HC Delaware 2023-08-08
3 The Vanguard Group - 23-1945930 6.42M 10.53% 86.7K 6.28M 140.7K IA Pennsylvania For 2022-02-10
4 Moelis & Company 4.37M 7.80% 4.37M 4.37M HC, CO Delaware 2023-02-14
5 Wasatch Advisors LP 87-0319391 3.92M 6.10% IA 2023-02-08
6 The London Company 3.42M 5.61% 3.42M 3.01M 408.2K IA Virginia 2022-02-14
7 Capital Research Global Investors ** 2.99M 6.00% 2.99M 2.99M IA Delaware 2020-02-14
8 13-4064930 2.54M 4.20% 2.18M 2.54M IA Delaware 2022-02-14
9 Baron Capital Group, Inc.464500216 1.89M 4.14% 1.89M 1.89M HC, CO New York 2019-02-13
10 Ronald Baron464500216 1.89M 4.14% 1.89M 1.89M HC, CO New York 2019-02-13
11 JPMORGAN CHASE & CO.13-2624428 1.88M 3.00% 1.80M 1.88M HC Delaware 2021-11-09
12 BAMCO INC /NY/464500216 1.78M 3.89% 1.78M 1.78M IA, CO New York 2019-02-13
13 Identification #52-2069785 (formerly 13-2631108) 1.65M 11.00% 1.65M 1.65M IA Delaware 2016-02-03
14 Lord, Abbett & Co. LLC 1.42M 6.90% 1.33M 1.42M IA Delaware 2017-02-14
15 Baron Growth Fund464500216 775.0K 1.69% 775.0K 775.0K IV New York 2019-02-13
16 Baron Small Cap Fund464500216 750.0K 1.64% 750.0K 750.0K IV New York 2019-02-13
17 Baron Capital Management, Inc.464500216 113.3K 0.25% 113.3K 113.3K IA, CO New York 2019-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
118
-283 vs prev Q
New positions
15
Closed positions
295
Increased
56
Reduced
45
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 8.81M -10.9K (-0.1%) 605.59M -23.5M (-3.7%) 11.73% +0.066 pp 0.01% -0.001 pp USD68.25 +0.7% 6 qtrs
2 VANGUARD GROUP INC 8.51M -223.4K (-2.6%) 584.91M -37.9M (-6.1%) 11.33% -0.218 pp 0.01% -0.001 pp USD46.60 +47.5% 47 qtrs
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 6.03M -423.7K (-6.6%) 414.76M -45.8M (-9.9%) 8.03% -0.505 pp 1.11% -0.009 pp USD45.15 +52.2% 33 qtrs
4 WASATCH ADVISORS LP 3.43M +128.4K (+3.9%) 235.96M +304.4K (+0.1%) 4.58% +0.205 pp 1.40% +0.134 pp USD46.52 +47.8% 27 qtrs
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.19M +66.7K (+2.1%) 219.59M -3.5M (-1.6%) 4.26% +0.121 pp 0.03% -0.002 pp USD55.08 +24.8% 47 qtrs
6 LONDON CO OF VIRGINIA 3.06M -203.9K (-6.2%) 210.48M -22.4M (-9.6%) 4.08% -0.242 pp 1.21% -0.071 pp USD35.18 +95.4% 27 qtrs
7 STATE STREET CORP 2.86M -29.8K (-1.0%) 196.35M -9.5M (-4.6%) 3.80% -0.013 pp 0.01% -0.001 pp USD47.53 +44.6% 47 qtrs
8 AMERIPRISE FINANCIAL INC 2.68M +406.3K (+17.9%) 184.10M +22.1M (+13.6%) 3.57% +0.562 pp 0.04% +0.004 pp USD55.60 +23.6% 38 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.09M +1.2K (+0.1%) 143.38M -5.3M (-3.6%) 2.78% +0.021 pp 0.01% -0.001 pp USD49.59 +38.6% 47 qtrs
10 GOLDMAN SACHS GROUP INC 1.88M +89.5K (+5.0%) 129.00M +1.5M (+1.2%) 2.50% +0.136 pp 0.02% +0.000 pp USD50.58 +35.9% 47 qtrs
11 TIMUCUAN ASSET MANAGEMENT INC/FL 1.41M -15.9K (-1.1%) 96.63M -4.8M (-4.7%) 1.87% -0.007 pp 3.14% +0.166 pp USD37.51 +83.3% 27 qtrs
12 HIGHTOWER ADVISORS, LLC 1.39M +129.4K (+10.3%) 95.25M +5.7M (+6.3%) 1.85% +0.184 pp 0.10% +0.002 pp USD50.24 +36.8% 34 qtrs
13 MADISON ASSET MANAGEMENT, LLC 1.22M -66.1K (-5.1%) 83.74M -7.9M (-8.6%) 1.62% -0.076 pp 0.96% -0.047 pp USD43.31 +58.7% 23 qtrs
14 DIMENSIONAL FUND ADVISORS LP 1.22M +105.2K (+9.5%) 83.64M +4.4M (+5.5%) 1.62% +0.152 pp 0.02% +0.001 pp USD51.02 +34.7% 43 qtrs
15 JPMORGAN CHASE & CO 1.03M +63.1K (+6.6%) 70.52M +1.9M (+2.7%) 1.37% +0.093 pp 0.00% +0.000 pp USD45.62 +50.7% 47 qtrs
16 NATIXIS ADVISORS, L.P. 1.02M +101.0K (+11.0%) 70.10M +4.6M (+7.0%) 1.36% +0.143 pp 0.10% +0.004 pp USD60.35 +13.9% 24 qtrs
17 BANK OF NEW YORK MELLON CORP 1.00M -231.2K (-18.7%) 69.07M -19.1M (-21.6%) 1.34% -0.297 pp 0.01% -0.005 pp USD57.27 +20.0% 47 qtrs
18 HEARD CAPITAL LLC 981.5K +225.0K (+29.7%) 67.47M +13.5M (+25.0%) 1.31% +0.307 pp 3.17% +0.550 pp USD52.02 +32.1% 25 qtrs
19 WELLS FARGO & COMPANY/MN 940.9K +16.4K (+1.8%) 64.68M -1.3M (-1.9%) 1.25% +0.030 pp 0.01% -0.001 pp USD42.67 +61.1% 47 qtrs
20 JENNISON ASSOCIATES LLC 935.5K +37.5K (+4.2%) 64.31M +259.0K (+0.4%) 1.25% +0.058 pp 0.04% +0.001 pp USD61.10 +12.5% 45 qtrs
21 BALYASNY ASSET MANAGEMENT L.P. 885.3K +885.3K (+100.0%) 60.86M +60.9M (+100.0%) 1.18% +1.179 pp 0.08% +0.077 pp USD68.74 +0.0% 1 qtrs NEW
22 PRICE T ROWE ASSOCIATES INC /MD/ 825.7K +74.3K (+9.9%) 56.76M +3.2M (+5.9%) 1.10% +0.106 pp 0.01% +0.000 pp USD69.58 -1.2% 29 qtrs
23 MORGAN STANLEY 813.2K -24.0K (-2.9%) 55.90M -3.8M (-6.4%) 1.08% -0.024 pp 0.00% 0.000 pp USD54.64 +25.8% 47 qtrs
24 NORTHERN TRUST CORP 786.7K -75.5K (-8.8%) 54.08M -7.4M (-12.1%) 1.05% -0.093 pp 0.01% -0.001 pp USD46.74 +47.1% 47 qtrs
25 CAPITAL WORLD INVESTORS 719.0K +— (+0.0%) 49.42M -1.9M (-3.6%) 0.96% +0.007 pp 0.01% 0.000 pp USD30.57 +124.9% 40 qtrs
26 BANK OF AMERICA CORP /DE/ 687.7K -84.7K (-11.0%) 47.27M -7.8M (-14.2%) 0.92% -0.106 pp 0.00% 0.000 pp USD48.64 +41.3% 47 qtrs
27 UBS GROUP AG 624.4K -57.3K (-8.4%) 42.92M -5.7M (-11.7%) 0.83% -0.070 pp 0.01% -0.001 pp USD63.66 +8.0% 45 qtrs
28 NORGES BANK 624.4K +624.4K (+100.0%) 42.92M +42.9M (+100.0%) 0.83% +0.831 pp 0.00% +0.005 pp USD68.74 +0.0% 1 qtrs NEW
29 EMERALD ADVISERS, LLC 615.6K +164.1K (+36.3%) 42.32M +10.1M (+31.4%) 0.82% +0.223 pp 1.30% +0.272 pp USD47.05 +46.1% 37 qtrs
30 MANUFACTURERS LIFE INSURANCE COMPANY, THE 571.2K +29.5K (+5.4%) 39.26M +628.0K (+1.6%) 0.76% +0.045 pp 0.03% +0.001 pp USD61.38 +12.0% 47 qtrs
31 BAMCO INC /NY/ 513.2K -12.6K (-2.4%) 35.28M -2.2M (-5.9%) 0.68% -0.012 pp 0.10% -0.004 pp USD31.33 +119.4% 47 qtrs
32 VOYA INVESTMENT MANAGEMENT LLC 468.5K -97.2K (-17.2%) 32.21M -8.1M (-20.2%) 0.62% -0.124 pp 0.03% -0.009 pp USD59.78 +15.0% 36 qtrs
33 FISHER ASSET MANAGEMENT, LLC 456.9K -34.6K (-7.0%) 31.41M -3.6M (-10.4%) 0.61% -0.042 pp 0.01% -0.002 pp USD64.56 +6.5% 14 qtrs
34 ROYAL BANK OF CANADA 454.0K -252.9K (-35.8%) 31.21M -19.2M (-38.1%) 0.60% -0.330 pp 0.01% -0.003 pp USD53.86 +27.6% 45 qtrs
35 RAYMOND JAMES FINANCIAL INC 435.8K -1.3K (-0.3%) 29.96M -1.2M (-3.9%) 0.58% +0.002 pp 0.01% -0.001 pp USD72.04 -4.6% 5 qtrs
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 381.5K +26.8K (+7.6%) 29.22M +5.5M (+23.3%) 0.51% +0.039 pp 0.04% +0.004 pp USD60.55 +13.5% 8 qtrs
37 TRIBUTARY CAPITAL MANAGEMENT, LLC 369.8K -27.0K (-6.8%) 25.42M -2.9M (-10.2%) 0.49% -0.032 pp 2.50% -0.057 pp USD33.76 +103.6% 25 qtrs
38 EMERALD MUTUAL FUND ADVISERS TRUST 363.5K +90.2K (+33.0%) 24.99M +5.5M (+28.2%) 0.48% +0.123 pp 1.22% +0.211 pp USD45.89 +49.8% 37 qtrs
39 PRINCIPAL FINANCIAL GROUP INC 353.9K -4.8K (-1.3%) 24.33M -1.3M (-4.9%) 0.47% -0.003 pp 0.01% -0.001 pp USD47.35 +45.2% 40 qtrs
40 LORD, ABBETT & CO. LLC 348.4K -346.3K (-49.8%) 23.95M -25.6M (-51.7%) 0.46% -0.454 pp 0.07% -0.074 pp USD49.69 +38.3% 47 qtrs
41 FREESTONE GROVE PARTNERS LP 345.8K +345.8K (+100.0%) 23.77M +23.8M (+100.0%) 0.46% +0.460 pp 0.17% +0.172 pp USD68.74 +0.0% 1 qtrs NEW
42 ARTISAN PARTNERS LIMITED PARTNERSHIP 344.0K -63.9K (-15.7%) 23.65M -5.4M (-18.7%) 0.46% -0.081 pp 0.04% -0.006 pp USD28.95 +137.4% 24 qtrs
43 ENVESTNET ASSET MANAGEMENT INC 340.9K -48.9K (-12.5%) 23.43M -4.4M (-15.7%) 0.45% -0.062 pp 0.01% -0.001 pp USD52.08 +32.0% 32 qtrs
44 SEI INVESTMENTS CO 333.3K +7.9K (+2.4%) 22.91M -299.2K (-1.3%) 0.44% +0.014 pp 0.02% -0.002 pp USD48.81 +40.8% 36 qtrs
45 CANADA PENSION PLAN INVESTMENT BOARD 321.8K +128.6K (+66.6%) 22.12M +8.3M (+60.5%) 0.43% +0.173 pp 0.01% +0.005 pp USD65.83 +4.4% 5 qtrs
46 CAPITAL MANAGEMENT CORP /VA 308.6K +80.3K (+35.2%) 21.21M +4.9M (+30.3%) 0.41% +0.109 pp 3.48% +0.918 pp USD52.17 +31.8% 24 qtrs
47 RENAISSANCE TECHNOLOGIES LLC 295.9K -73.5K (-19.9%) 20.34M -6.0M (-22.8%) 0.39% -0.095 pp 0.03% -0.003 pp USD62.09 +10.7% 6 qtrs
48 AXIOM INVESTORS LLC /DE 261.1K -51.7K (-16.5%) 17.95M -4.4M (-19.5%) 0.35% -0.066 pp 0.16% -0.007 pp USD69.64 -1.3% 6 qtrs
49 PUBLIC SECTOR PENSION INVESTMENT BOARD 256.1K -33.3K (-11.5%) 17.60M -3.0M (-14.7%) 0.34% -0.041 pp 0.06% -0.017 pp USD57.80 +18.9% 11 qtrs
50 DEUTSCHE BANK AG\ 252.9K -6.6K (-2.5%) 17.38M -1.1M (-6.1%) 0.34% -0.006 pp 0.01% -0.001 pp USD52.07 +32.0% 47 qtrs
51 ADAGE CAPITAL PARTNERS GP, L.L.C. 239.9K +239.9K (+100.0%) 16.49M +16.5M (+100.0%) 0.32% +0.320 pp 0.03% +0.025 pp USD68.74 +0.0% 1 qtrs NEW
52 AQR CAPITAL MANAGEMENT LLC 234.2K +47.1K (+25.2%) 16.10M +2.8M (+20.7%) 0.31% +0.065 pp 0.01% 0.000 pp USD62.96 +9.2% 5 qtrs
53 CHANNING CAPITAL MANAGEMENT, LLC 233.5K +233.5K (+100.0%) 16.05M +16.1M (+100.0%) 0.31% +0.311 pp 0.41% +0.413 pp USD68.74 +0.0% 1 qtrs NEW
54 CRAMER ROSENTHAL MCGLYNN LLC 221.5K -19.3K (-8.0%) 15.22M -2.0M (-11.4%) 0.30% -0.023 pp 0.98% -0.088 pp USD54.43 +26.3% 12 qtrs
55 NUVEEN, LLC 213.6K -101.9K (-32.3%) 14.68M -7.8M (-34.8%) 0.28% -0.133 pp 0.00% -0.002 pp USD58.36 +17.8% 4 qtrs
56 TUDOR INVESTMENT CORP ET AL 207.9K +127.7K (+159.3%) 14.29M +8.6M (+149.9%) 0.28% +0.171 pp 0.03% +0.017 pp USD69.73 -1.4% 5 qtrs
57 LEGAL & GENERAL GROUP PLC 199.7K -13.3K (-6.3%) 13.72M -1.5M (-9.7%) 0.27% -0.016 pp 0.00% 0.000 pp USD47.83 +43.7% 46 qtrs
58 RHUMBLINE ADVISERS 198.2K -12.6K (-6.0%) 13.62M -1.4M (-9.4%) 0.26% -0.015 pp 0.01% -0.001 pp USD45.37 +51.5% 47 qtrs
59 INVESCO LTD. 193.4K -16.0K (-7.6%) 13.29M -1.6M (-11.0%) 0.26% -0.019 pp 0.00% 0.000 pp USD62.20 +10.5% 36 qtrs
60 CITADEL ADVISORS LLC 188.2K +138.9K (+282.0%) 12.94M +9.4M (+268.2%) 0.25% +0.186 pp 0.00% +0.001 pp USD68.37 +0.5% 21 qtrs
61 UBS ASSET MANAGEMENT AMERICAS INC 187.8K +50.1K (+36.4%) 12.91M +3.1M (+31.5%) 0.25% +0.068 pp 0.00% +0.001 pp USD59.17 +16.2% 43 qtrs
62 ASSENAGON ASSET MANAGEMENT S.A. 182.1K +159.8K (+714.3%) 12.52M +10.9M (+684.9%) 0.24% +0.213 pp 0.02% +0.015 pp USD68.76 0.0% 10 qtrs
63 WINSLOW ASSET MANAGEMENT INC 169.0K +341.0 (+0.2%) 11.62M -412.0K (-3.4%) 0.23% +0.002 pp 2.14% -0.115 pp USD39.89 +72.3% 35 qtrs
64 ROYCE & ASSOCIATES LP 163.7K +51.7K (+46.1%) 11.25M +3.3M (+40.8%) 0.22% +0.070 pp 0.11% +0.034 pp USD51.00 +34.8% 47 qtrs
65 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 151.5K -7.1K (-4.5%) 10.41M -897.4K (-7.9%) 0.20% -0.008 pp 0.16% -0.019 pp USD62.76 +9.5% 3 qtrs
66 SWISS NATIONAL BANK 146.4K +2.6K (+1.8%) 10.06M -192.3K (-1.9%) 0.20% +0.005 pp 0.01% +0.000 pp USD43.73 +57.2% 45 qtrs
67 PIER CAPITAL, LLC 141.4K -1.2K (-0.8%) 9.72M -450.8K (-4.4%) 0.19% 0.000 pp 1.55% -0.038 pp USD65.30 +5.3% 6 qtrs
68 D. E. SHAW & CO., INC. 134.4K +134.4K (+100.0%) 9.24M +9.2M (+100.0%) 0.18% +0.179 pp 0.01% +0.005 pp USD68.74 +0.0% 1 qtrs NEW
69 STIFEL FINANCIAL CORP 133.5K -4.8K (-3.4%) 9.17M -683.7K (-6.9%) 0.18% -0.005 pp 0.01% -0.001 pp USD41.58 +65.3% 36 qtrs
70 BARCLAYS PLC 131.0K -11.2K (-7.9%) 9.00M -735.8K (-7.6%) 0.17% -0.014 pp 0.00% 0.000 pp USD52.69 +30.5% 39 qtrs
71 FMR LLC 122.6K -18.6K (-13.2%) 8.43M -1.6M (-16.3%) 0.16% -0.024 pp 0.00% 0.000 pp USD46.21 +48.8% 47 qtrs
72 LONGAEVA PARTNERS L.P. 110.7K +110.7K (+100.0%) 7.61M +7.6M (+100.0%) 0.15% +0.147 pp 0.64% +0.638 pp USD68.74 +0.0% 1 qtrs NEW
73 NEW YORK STATE COMMON RETIREMENT FUND 109.0K +35.1K (+47.5%) 7.49M +2.2M (+42.1%) 0.15% +0.047 pp 0.01% +0.003 pp USD55.74 +23.3% 43 qtrs
74 DIVERSIFY WEALTH MANAGEMENT, LLC 94.9K +1.2K (+1.2%) 6.99M +1.0M (+17.5%) 0.13% +0.002 pp 0.33% -0.017 pp USD64.41 +6.7% 7 qtrs
75 LOS ANGELES CAPITAL MANAGEMENT LLC 105.8K -860.0 (-0.8%) 6.80M -807.2K (-10.6%) 0.14% 0.000 pp 0.02% -0.003 pp USD65.55 +4.9% 7 qtrs
76 REGIONS FINANCIAL CORP 97.7K -1.6K (-1.6%) 6.72M -364.8K (-5.2%) 0.13% -0.001 pp 0.04% -0.003 pp USD42.63 +61.2% 32 qtrs
77 VICTORY CAPITAL MANAGEMENT INC 89.1K -1.5K (-1.6%) 6.12M -334.8K (-5.2%) 0.12% -0.001 pp 0.00% 0.000 pp USD52.27 +31.5% 14 qtrs
78 ALLIANCEBERNSTEIN L.P. 88.7K -2.7K (-2.9%) 6.10M -419.6K (-6.4%) 0.12% -0.003 pp 0.00% 0.000 pp USD40.39 +70.2% 46 qtrs
79 MILLENNIUM MANAGEMENT LLC 87.8K +2.1K (+2.5%) 6.04M -75.9K (-1.2%) 0.12% +0.004 pp 0.00% 0.000 pp USD71.26 -3.5% 10 qtrs
80 FIRST TRUST ADVISORS LP 87.7K +56.0K (+176.5%) 6.03M +3.8M (+166.5%) 0.12% +0.075 pp 0.00% +0.003 pp USD66.42 +3.5% 3 qtrs
81 GREAT WEST LIFE ASSURANCE CO /CAN/ 86.2K +9.6K (+12.6%) 5.93M +392.0K (+7.1%) 0.11% +0.014 pp 0.01% +0.002 pp USD51.11 +34.5% 44 qtrs
82 BLUE ZONE WEALTH ADVISORS, LLC 82.5K +924.0 (+1.1%) 5.67M -147.1K (-2.5%) 0.11% +0.002 pp 1.09% -0.077 pp USD57.90 +18.7% 8 qtrs
83 ALPS ADVISORS INC 80.7K -4.9K (-5.7%) 5.55M -554.9K (-9.1%) 0.11% -0.006 pp 0.03% -0.002 pp USD71.32 -3.6% 2 qtrs
84 CALLAN FAMILY OFFICE, LLC 80.6K -1.3K (-1.5%) 5.54M -297.6K (-5.1%) 0.11% -0.001 pp 0.12% -0.067 pp USD63.10 +8.9% 6 qtrs
85 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 79.3K -550.0 (-0.7%) 5.45M -243.8K (-4.3%) 0.11% +0.000 pp 0.01% -0.001 pp USD45.57 +50.8% 12 qtrs
86 PALISADES INVESTMENT PARTNERS, LLC 77.9K +1.6K (+2.1%) 5.36M -86.8K (-1.6%) 0.10% +0.003 pp 2.02% -0.114 pp USD59.43 +15.7% 7 qtrs
87 EMPOWERED FUNDS, LLC 76.1K +10.6K (+16.3%) 5.23M +562.3K (+12.1%) 0.10% +0.015 pp 0.04% -0.006 pp USD62.27 +10.4% 9 qtrs
88 HOLOCENE ADVISORS, LP 73.2K +73.2K (+100.0%) 5.03M +5.0M (+100.0%) 0.10% +0.098 pp 0.01% +0.011 pp USD68.74 +0.0% 3 qtrs
89 FEDERATED HERMES, INC. 72.8K +45.1K (+162.1%) 5.01M +3.0M (+152.6%) 0.10% +0.060 pp 0.01% +0.005 pp USD65.00 +5.8% 4 qtrs
90 PRUDENTIAL FINANCIAL INC 70.7K -29.2K (-29.2%) 4.98M -2.1M (-30.0%) 0.09% -0.038 pp 0.01% -0.002 pp USD53.66 +28.1% 21 qtrs
91 71.0K +71.0K (+100.0%) 4.88M +4.9M (+100.0%) 0.09% +0.095 pp 0.09% +0.094 pp USD68.74 +0.0% 1 qtrs NEW
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 70.5K +1.3K (+1.9%) 4.84M -87.9K (-1.8%) 0.09% +0.002 pp 0.00% 0.000 pp USD42.19 +62.9% 47 qtrs
93 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 66.9K -2.3K (-3.3%) 4.60M -335.4K (-6.8%) 0.09% -0.002 pp 0.01% -0.003 pp USD59.25 +16.0% 4 qtrs
94 BW GESTAO DE INVESTIMENTOS LTDA. 64.0K +64.0K (+100.0%) 4.40M +4.4M (+100.0%) 0.09% +0.085 pp 0.10% +0.099 pp USD68.74 +0.0% 1 qtrs NEW
95 LPL FINANCIAL LLC 63.0K +330.0 (+0.5%) 4.33M -139.0K (-3.1%) 0.08% +0.001 pp 0.00% 0.000 pp USD49.34 +39.3% 28 qtrs
96 B. METZLER SEEL. SOHN & CO. AG 62.6K +13.6K (+27.7%) 4.30M +807.4K (+23.1%) 0.08% +0.019 pp 0.04% +0.007 pp USD52.52 +30.9% 17 qtrs
97 NEW AGE ALPHA ADVISORS, LLC 60.9K +59.1K (+3,278.1%) 4.19M +4.1M (+3,155.9%) 0.08% +0.079 pp 0.18% +0.175 pp USD68.43 +0.5% 4 qtrs
98 JANE STREET GROUP, LLC 55.5K +16.0K (+40.5%) 3.82M +997.9K (+35.4%) 0.07% +0.022 pp 0.00% +0.000 pp USD66.74 +3.0% 6 qtrs
99 VESTMARK ADVISORY SOLUTIONS, INC. 55.1K +949.0 (+1.8%) 3.79M -74.5K (-1.9%) 0.07% +0.002 pp 0.05% -0.023 pp USD52.35 +31.3% 20 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
15.00
Bullish
Ratio by volume
3.00
Bullish
Buys
15
Sells
1
Shares acquired
1.28M
Shares disposed
847.00
Cash buys
Cash sales
Net activity
+1,281,543
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-26 Worrell Laila Director A-Award A 2024 Annual Restricted Stock Units 24 0.00 2,075 D
2026-03-26 WATANABE OSAMU R. Officer A-Award A 2025 Special Incentive RSUs 16 0.00 1,404 D
2026-03-26 Shropshire Kenneth Director A-Award A 2024 Annual Restricted Stock Units 25 0.00 2,174 D
2026-03-26 Riehl Nick Officer A-Award A 2024 Incentive RSUs 2 0.00 190 D
2026-03-26 Pilcher Ciafone Katherine Officer A-Award A 2021 Incentive RSUs 16 0.00 1,422 D
2026-03-26 Mirrer Louise Director A-Award A 2024 Annual Restricted Stock Units 15 0.00 1,280 D
2026-03-26 Cantor Eric Director / Officer A-Award A 2022 Incentive RSUs 205 0.00 17,702 D
2026-03-26 Callesano Christopher Officer A-Award A 2024 Incentive RSUs 16 0.00 1,343 D
2026-03-26 Barker Thorold Director A-Award A 2025 Annual Restricted Stock Units 19 0.00 1,649 D
2026-02-19 WATANABE OSAMU R. Officer M-Exempt D 2022 Incentive Restricted Stock Units 2,000 0.00 4,000 D
2026-02-19 Riehl Nick Officer M-Exempt D 2024 Incentive Restricted Stock Units 61 0.00 187 D
2026-02-19 Pilcher Ciafone Katherine Officer M-Exempt D 2020 Incentive Restricted Stock Units 1,480 0.00 0 D
2026-02-19 Cantor Eric Director / Officer M-Exempt D 2020 Incentive Restricted Stock Units 7,397 0.00 0 D
2026-02-19 Callesano Christopher Officer M-Exempt D 2020 Incentive Restricted Stock Units 444 0.00 0 D
2026-02-18 MOELIS KENNETH Director / Officer M-Exempt D Class B Common Stock, par value $0.01 847 0.00 4,190,479 D
2026-02-12 WATANABE OSAMU R. Officer A-Award A 2025 Special Vested Incentive RSUs 1,388 0.00 1,388 D
2026-02-12 Riehl Nick Officer A-Award A 2025 Incentive RSUs 937 0.00 937 D
2026-02-09 RAICH JEFFREY Officer A-Award A 2024 LTI LP Units of MCGEH (Granted February 13, 2025) 12,751 0.00 12,751 D
2026-02-09 Pilcher Ciafone Katherine Officer A-Award A 2024 LP Units of MCGEH (Granted February 13, 2025) 8,161 0.00 8,161 D
2026-02-09 MOELIS KENNETH Director / Officer A-Award A 2024 LP Units of MCGEH (Granted February 13, 2025) 318,796 0.00 318,796 D
2026-02-09 MAHMOODZADEGAN NAVID Director / Officer A-Award A 2025 Performance LP Units of MCGEH (Granted June 9, 2025) 453,762 0.00 453,762 D
2025-12-05 Cantor Eric Director / Officer M-Exempt A Class A Common Stock 668 0.00 219,473 D
2025-12-04 Worrell Laila Director A-Award A 2025 Annual Restricted Stock Units 17 0.00 1,712 D
2025-12-04 WATANABE OSAMU R. Officer A-Award A 2024 Incentive RSUs 64 0.00 6,572 D
2025-12-04 Shropshire Kenneth Director A-Award A 2025 Elective Restricted Stock Units 2 0.00 159 D
2025-12-04 Riehl Nick Officer A-Award A 2023 Long Term Incentive RSUs 10 0.00 989 D
2025-12-04 Pilcher Ciafone Katherine Officer A-Award A 2020 Incentive RSUs 14 0.00 1,480 D
2025-12-04 Mirrer Louise Director A-Award A 2025 Annual Restricted Stock Units 17 0.00 1,712 D
2025-12-04 Cantor Eric Director / Officer A-Award A 2021 Incentive RSUs 135 0.00 13,950 D
2025-12-04 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 18 0.00 1,815 D
2025-12-04 Barker Thorold Director A-Award A 2025 Annual Restricted Stock Units 16 0.00 1,630 D
2025-10-30 MOELIS KENNETH Director / Officer M-Exempt D Class B Common Stock, par value $0.01 133,092 0.00 4,191,326 D
2025-09-18 Worrell Laila Director A-Award A 2024 Annual Restricted Stock Units 17 0.00 2,031 D
2025-09-18 WATANABE OSAMU R. Officer A-Award A 2024 Incentive RSUs 54 0.00 6,508 D
2025-09-18 Shropshire Kenneth Director A-Award A 2024 Annual Restricted Stock Units 18 0.00 2,128 D
2025-09-18 Riehl Nick Officer A-Award A 2023 Long Term Incentive RSUs 8 0.00 979 D
2025-09-18 Pilcher Ciafone Katherine Officer A-Award A 2022 Incentive RSUs 49 0.00 5,941 D
2025-09-18 Mirrer Louise Director A-Award A 2024 Annual Restricted Stock Units 10 0.00 1,253 D
2025-09-18 Cantor Eric Director / Officer A-Award A 2024 Long Term Incentive RSUs 55 0.00 6,573 D
2025-09-18 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 15 0.00 1,797 D
2025-09-18 Barker Thorold Director A-Award A 2025 Annual Restricted Stock Units 13 0.00 1,614 D
2025-08-22 Shropshire Kenneth Director S-Sale D Class A Common Stock 2,615 72.52 189.6K 7,109 D
2025-07-25 WATANABE OSAMU R. Officer S-Sale D Class A Common Stock 6,340 72.64 460.5K 131 D
2025-07-14 Barker Thorold Director A-Award A 2025 Annual Restricted Stock Units 1,601 62.45 100.0K 1,601 D
2025-07-01 Worrell Laila Director A-Award A 2025 Annual Restricted Stock Units 1,681 62.45 105.0K 1,681 D
2025-07-01 Shropshire Kenneth Director A-Award A 2025 Elective Restricted Stock Units 208 62.45 13.0K 208 D
2025-07-01 Mirrer Louise Director A-Award A 2025 Annual Restricted Stock Units 1,681 62.45 105.0K 1,681 D
2025-07-01 Barker Thorold 0 0.00 0
2025-06-20 Worrell Laila Director A-Award A 2023 Annual Restricted Stock Units 29 0.00 2,540 D
2025-06-20 WATANABE OSAMU R. Officer A-Award A 2024 Incentive RSUs 73 0.00 6,454 D
2025-06-20 Shropshire Kenneth Director A-Award A 2024 Elective Restricted Stock Units 1 0.00 62 D
2025-06-20 Riehl Nick Officer A-Award A 2024 Long Term Incentive RSUs 4 0.00 325 D
2025-06-20 Pilcher Ciafone Katherine Officer A-Award A 2022 Incentive RSUs 67 0.00 5,892 D
2025-06-20 Mirrer Louise Director A-Award A 2024 Annual Restricted Stock Units 14 0.00 1,243 D
2025-06-20 Cantor Eric Director / Officer A-Award A 2021 Incentive RSUs 156 0.00 13,701 D
2025-06-20 Callesano Christopher Officer A-Award A 2020 Incentive RSUs 5 0.00 436 D
2025-05-01 Mirrer Louise Director A-Award A 2024 Annual Restricted Stock Units 38 52.97 2.0K 38 D
2025-03-31 Riehl Nick Officer 2023 Long Term Incentive RSUs 960 0.00 0 D
2025-03-27 Worrell Laila Director A-Award A 2024 Elective Restricted Stock Units 6 0.00 546 D
2025-03-27 WATANABE OSAMU R. Officer A-Award A 2020 Incentive RSUs 23 0.00 2,159 D
2025-03-27 Shropshire Kenneth Director A-Award A 2024 Elective Restricted Stock Units 1 0.00 123 D
2025-03-27 SIMON JOSEPH Officer A-Award A 2020 Incentive RSUs 47 0.00 4,405 D
2025-03-27 Pilcher Ciafone Katherine Officer A-Award A 2020 Incentive RSUs 15 0.00 1,437 D
2025-03-27 Mirrer Louise Director A-Award A 2024 Annual Restricted Stock Units 13 0.00 1,229 D
2025-03-27 Cantor Eric Director / Officer A-Award A 2020 Incentive RSUs 77 0.00 7,182 D
2025-03-27 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 19 0.00 1,762 D
2025-03-07 MOELIS KENNETH Director / Officer M-Exempt D Class B Common Stock, par value $0.01 3,748 0.00 4,324,418 D
2025-02-21 Shropshire Kenneth Director S-Sale D Class A Common Stock 2,551 72.30 184.4K 6,940 D
2025-02-19 WATANABE OSAMU R. Officer M-Exempt A Class A Common Stock 12,004 0.00 12,135 D
2025-02-19 SIMON JOSEPH Officer S-Sale D Class A Common Stock 5,758 74.00 426.1K 22,832 D
2025-02-19 RAICH JEFFREY Officer S-Sale D Class A Common Stock 8,722 74.00 645.4K 54,794 D
2025-02-19 Pilcher Ciafone Katherine Officer M-Exempt A Class A Common Stock 7,451 0.00 7,451 D
2025-02-19 MOELIS KENNETH Director / Officer M-Exempt D 2019 Incentive Restricted Stock Units 58,861 0.00 0 D
2025-02-19 MAHMOODZADEGAN NAVID Officer F-InKind D Class A Common Stock 1 74.00 72.52 207,008 D
2025-02-19 Cantor Eric Director / Officer M-Exempt D 2022 Incentive Restricted Stock Units 8,401 0.00 25,207 D
2025-02-19 Callesano Christopher Officer M-Exempt D 2020 Incentive Restricted Stock Units 426 0.00 426 D
2025-02-18 SIMON JOSEPH Officer M-Exempt D 2021 Vested LP Units of MCGEH 5,682 0.00 0 D
2025-02-18 RAICH JEFFREY Officer M-Exempt D 2021 Vested LP Units of MCGEH 11,844 0.00 22,250 D
2025-02-18 MOELIS KENNETH Director / Officer M-Exempt D 2021 Vested LP Units of MCGEH 113,646 0.00 0 D
2025-02-18 MAHMOODZADEGAN NAVID Officer M-Exempt A Class A Common Stock 150,000 0.00 150,000 D
2025-02-13 WATANABE OSAMU R. Officer A-Award A 2024 Vested Incentive RSUs 6,312 0.00 6,312 D
2025-02-13 Cantor Eric Director / Officer A-Award A 2024 Vested Incentive RSUs 15,302 0.00 15,302 D
2025-02-13 Callesano Christopher Officer A-Award A 2024 Incentive RSUs 1,593 0.00 1,593 D
2025-02-06 Cantor Eric Director / Officer M-Exempt A Class A Common Stock 876 0.00 198,109 D
2025-02-04 SIMON JOSEPH Officer A-Award A 2023 Vested LP Units of MCGEH 17,384 0.00 17,384 D
2025-02-04 RAICH JEFFREY Officer A-Award A 2023 Vested LP Units of MCGEH 54,898 0.00 54,898 D
2025-02-04 Pilcher Ciafone Katherine Officer A-Award A 2023 LP Units of MCGEH 10,979 0.00 10,979 D
2025-02-04 MOELIS KENNETH Director / Officer A-Award A 2023 Vested LP Units of MCGEH 156,818 0.00 156,818 D
2025-02-04 MAHMOODZADEGAN NAVID Officer A-Award A 2023 LP Units of MCGEH 166,526 0.00 166,526 D
2024-12-03 Cantor Eric Director / Officer M-Exempt A 2023 Incentive RSUs 1,356 0.00 30,962 D
2024-12-02 Worrell Laila Director A-Award A 2024 Elective Restricted Stock Units 6 0.00 809 D
2024-12-02 WATANABE OSAMU R. Officer A-Award A 2020 Incentive RSUs 34 0.00 4,272 D
2024-12-02 Shropshire Kenneth Director A-Award A 2023 Annual Restricted Stock Units 20 0.00 2,603 D
2024-12-02 SIMON JOSEPH Officer A-Award A 2020 Incentive RSUs 68 0.00 8,715 D
2024-12-02 RAICH JEFFREY Officer A-Award A 2019 Incentive RSUs 147 0.00 18,758 D
2024-12-02 Pilcher Ciafone Katherine Officer A-Award A 2022 Incentive RSUs 60 0.00 7,682 D
2024-12-02 Mirrer Louise Director A-Award A 2024 Annual Restricted Stock Units 10 0.00 1,216 D
2024-12-02 MOELIS KENNETH Director / Officer A-Award A 2019 Long Term Incentive Award 462 0.00 58,861 D
2024-12-02 MAHMOODZADEGAN NAVID Officer A-Award A 2019 Incentive RSUs 448 0.00 57,009 D
2024-12-02 Cantor Eric Director / Officer A-Award A 2020 Incentive RSUs 112 0.00 14,210 D
2024-12-02 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 18 0.00 2,324 D
2024-12-02 ALLISON JOHN A Director A-Award A 2024 Elective Restricted Stock Units 6 0.00 809 D
2024-11-07 Callesano Christopher Officer S-Sale D Class A Common Stock 885 80.00 70.8K 0 D
2024-10-24 Cantor Eric Director / Officer F-InKind D Class A Common Stock 391 68.24 26.7K 197,233 D
2024-09-26 Worrell Laila Director A-Award A 2024 Elective Restricted Stock Units 9 0.00 1,070 D
2024-09-26 WATANABE OSAMU R. Officer A-Award A 2020 Incentive RSUs 36 0.00 4,239 D
2024-09-26 Shropshire Kenneth Director A-Award A 2023 Annual Restricted Stock Units 22 0.00 2,582 D
2024-09-26 SIMON JOSEPH Officer A-Award A 2020 Incentive RSUs 74 0.00 8,647 D
2024-09-26 RAICH JEFFREY Officer A-Award A 2019 Incentive RSUs 160 0.00 18,610 D
2024-09-26 Pilcher Ciafone Katherine Officer A-Award A 2021 Incentive RSUs 35 0.00 4,018 D
2024-09-26 MOELIS KENNETH Director / Officer A-Award A 2019 Long Term Incentive Award 502 0.00 58,398 D
2024-09-26 MAHMOODZADEGAN NAVID Officer A-Award A 2019 Incentive RSUs 486 0.00 56,561 D
2024-09-26 Cantor Eric Director / Officer A-Award A 2019 Incentive RSUs Granted in 2019 (Quarterly Awards) 15 0.00 1,760 D
2024-09-26 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 20 0.00 2,306 D
2024-09-26 ALLISON JOHN A Director A-Award A 2024 Annual Restricted Stock Units 17 0.00 1,955 D
2024-09-24 Mirrer Louise Director A-Award A 2024 Annual Restricted Stock Units 1,206 65.18 78.6K 1,206 D
2024-09-17 Mirrer Louise 0 0.00 0
2024-07-31 Shropshire Kenneth Director S-Sale D Class A Common Stock 495 69.29 34.3K 9,372
2024-07-31 MOELIS KENNETH Director / Officer S-Sale D Class A Common Stock 6,494 69.16 449.1K 0
2024-07-30 Pilcher Ciafone Katherine Officer S-Sale D Class A Common Stock 3,666 68.88 252.5K 0
2024-07-30 MOELIS KENNETH Director / Officer S-Sale D Class A Common Stock 93,506 68.87 6.44M 6,494
2024-07-25 SIMON JOSEPH Officer S-Sale D Class A Common Stock 6,723 64.00 430.3K 0
2024-07-25 MOELIS KENNETH Director / Officer M-Exempt D Partnership Interests 100,000 0.00 3,976,314
2024-07-25 Cantor Eric Director / Officer M-Exempt D 2019 Incentive RSUs (June) 850 0.00 0
2024-07-01 Worrell Laila Director A-Award A 2024 Annual Restricted Stock Units 1,938 54.17 105.0K 1,938
2024-07-01 Shropshire Kenneth Director A-Award A 2024 Annual Restricted Stock Units 2,030 54.17 110.0K 2,030
2024-07-01 ALLISON JOHN A Director A-Award A 2024 Annual Restricted Stock Units 1,938 54.17 105.0K 1,938
2024-06-20 Worrell Laila Director A-Award A 2023 Elective Restricted Stock Units 4 0.00 335
2024-06-20 WATANABE OSAMU R. Officer A-Award A 2020 Incentive RSUs 46 0.00 4,202
2024-06-20 Shropshire Kenneth Director A-Award A 2023 Elective Restricted Stock Units 1 0.00 76
2024-06-20 SIMON JOSEPH Officer A-Award A 2020 Incentive RSUs 95 0.00 8,573
2024-06-20 RAICH JEFFREY Officer A-Award A 2019 Incentive RSUs 204 0.00 18,450
2024-06-20 Pilcher Ciafone Katherine Officer A-Award A 2020 Incentive RSUs 31 0.00 2,796
2024-06-20 MOELIS KENNETH Director / Officer A-Award A 2019 Long Term Incentive Award 639 0.00 57,896
2024-06-20 MAHMOODZADEGAN NAVID Officer A-Award A 2019 Incentive RSUs 619 0.00 56,075
2024-06-20 Cantor Eric Director / Officer A-Award A 2019 Incentive RSUs Granted in 2019 (Quarterly Awards) 29 0.00 2,594
2024-06-20 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 25 0.00 2,286
2024-06-20 ALLISON JOHN A Director A-Award A 2023 Annual Restricted Stock Units 27 0.00 2,444
2024-05-13 MAHMOODZADEGAN NAVID Officer S-Sale D Class A Common Stock 44,980 54.92 2.47M 0
2024-05-10 MOELIS KENNETH Director / Officer S-Sale D Class A Common Stock 37,102 54.11 2.01M 5,339
2024-05-09 MOELIS KENNETH Director / Officer S-Sale D Class A Common Stock 40,000 53.98 2.16M 42,441
2024-04-25 Cantor Eric Director / Officer F-InKind D Class A Common Stock 311 53.99 16.8K 196,258
2024-03-28 Worrell Laila Director A-Award A 2023 Annual Restricted Stock Units 25 0.00 2,417
2024-03-28 WATANABE OSAMU R. Officer A-Award A 2022 Incentive RSUs 78 0.00 7,473
2024-03-28 Shropshire Kenneth Director A-Award A 2022 Annual Restricted Stock Units 3 0.00 324
2024-03-28 SIMON JOSEPH Officer A-Award A 2020 Incentive RSUs 89 0.00 8,478
2024-03-28 RAICH JEFFREY Officer A-Award A 2019 Incentive RSUs 191 0.00 18,247
2024-03-28 Pilcher Ciafone Katherine Officer A-Award A 2019 Incentive RSUs 28 0.00 2,684
2024-03-28 MOELIS KENNETH Director / Officer A-Award A 2019 Long Term Incentive Award 599 0.00 57,257
2024-03-28 MAHMOODZADEGAN NAVID Officer A-Award A 2019 Incentive RSUs 580 0.00 55,456
2024-03-28 Cantor Eric Director / Officer A-Award A 2020 Incentive RSUs 145 0.00 13,823
2024-03-28 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 24 0.00 2,261
2024-03-28 ALLISON JOHN A Director A-Award A 2023 Annual Restricted Stock Units 25 0.00 2,417
2024-03-01 MOELIS KENNETH Director / Officer S-Sale D Class A Common Stock 4,000 54.08 216.3K 82,441
2024-03-01 MAHMOODZADEGAN NAVID Officer S-Sale D Class A Common Stock 19,483 53.88 1.05M 44,980
2024-02-29 SIMON JOSEPH Officer S-Sale D Class A Common Stock 8,573 54.13 464.1K 0
2024-02-29 RAICH JEFFREY Officer S-Sale D Class A Common Stock 44,710 54.23 2.42M 0
2024-02-29 MOELIS KENNETH Director / Officer S-Sale D Class A Common Stock 75,000 54.11 4.06M 86,441
2024-02-29 MAHMOODZADEGAN NAVID Officer S-Sale D Class A Common Stock 50,772 54.11 2.75M 64,463
2024-02-23 WATANABE OSAMU R. Officer S-Sale D Class A Common Stock 5,869 54.38 319.2K 131
2024-02-23 RAICH JEFFREY Officer S-Sale D Class A Common Stock 45,093 54.62 2.46M 44,710
2024-02-23 MOELIS KENNETH Director / Officer M-Exempt D Class B Common Stock, par value $0.01 57,490 0.00 4,432,288
2024-02-22 MAHMOODZADEGAN NAVID Officer S-Sale D Class A Common Stock 10,402 54.92 571.3K 115,235
2024-02-21 WATANABE OSAMU R. Officer M-Exempt A Class A Common Stock 13,556 0.00 13,687
2024-02-21 SIMON JOSEPH Officer M-Exempt D 2020 Incentive Restricted Stock Units 4,195 0.00 8,389
2024-02-21 RAICH JEFFREY Officer M-Exempt A Class A Common Stock 49,336 0.00 129,585
2024-02-21 Pilcher Ciafone Katherine Officer M-Exempt D 2021 Incentive Restricted Stock Units 1,300 0.00 3,899
2024-02-21 MOELIS KENNETH Director / Officer M-Exempt D 2020 LP Units of MCGEH 96,759 0.00 64,507
2024-02-21 MAHMOODZADEGAN NAVID Officer S-Sale D Class A Common Stock 20,311 54.68 1.11M 33,906
2024-02-21 Cantor Eric Director / Officer M-Exempt D 2020 Incentive Restricted Stock Units 6,839 0.00 13,679
2024-02-21 Callesano Christopher Officer M-Exempt D 2022 Incentive Restricted Stock Units 558 0.00 2,237
2024-02-20 MAHMOODZADEGAN NAVID Officer S-Sale D Class A Common Stock 25,642 55.29 1.42M 54,217
2024-02-16 MAHMOODZADEGAN NAVID Officer S-Sale D Class A Common Stock 20,001 55.82 1.12M 79,859
2024-02-15 WATANABE OSAMU R. Officer A-Award A 2023 Vested Incentive RSUs 7,319 0.00 7,319
2024-02-15 Cantor Eric Director / Officer A-Award A 2023 Vested Incentive RSUs 31,109 0.00 31,109
2024-02-15 Callesano Christopher Officer A-Award A 2023 Incentive RSUs 1,921 0.00 1,921
2024-02-09 SIMON JOSEPH Officer S-Sale D Class A Common Stock 3,720 54.90 204.2K 7,000
2024-02-08 Cantor Eric Director / Officer M-Exempt D 2018 Incentive RSUs (December) 893 0.00 0
2024-02-08 Callesano Christopher Officer S-Sale D Class A Common Stock 1,040 53.59 55.7K 0
2023-12-22 Worrell Laila Director A-Award A 2022 Annual Restricted Stock Units 4 0.00 355
2023-12-22 WATANABE OSAMU R. Officer A-Award A 2021 Incentive RSUs 81 0.00 7,756
2023-12-22 Shropshire Kenneth Director A-Award A 2022 Annual Restricted Stock Units 21 0.00 2,044
2023-12-22 SIMON JOSEPH Officer A-Award A 2020 Incentive RSUs 132 0.00 12,584
2023-12-22 RAICH JEFFREY Officer A-Award A 2019 Incentive RSUs 379 0.00 36,112
2023-12-22 Pilcher Ciafone Katherine Officer A-Award A 2020 Incentive RSUs 43 0.00 4,104
2023-12-22 MOELIS KENNETH Director / Officer A-Award A 2019 Long Term Incentive Award 1,188 0.00 113,299
2023-12-22 MAHMOODZADEGAN NAVID Officer A-Award A 2019 Incentive RSUs 1,151 0.00 109,753
2023-12-22 Cantor Eric Director / Officer A-Award A 2020 Incentive RSUs 215 0.00 20,518
2023-12-22 Callesano Christopher Officer A-Award A 2022 Incentive RSUs 29 0.00 2,796
2023-12-22 CRAIN ELIZABETH A-Award A 2019 Incentive RSUs 212 0.00 20,181
2023-12-22 ALLISON JOHN A Director A-Award A 2022 Annual Restricted Stock Units 3 0.00 321
2023-12-05 Cantor Eric Director / Officer M-Exempt A Class A Common Stock 1,678 0.00 173,811
2023-11-13 MOELIS KENNETH Director / Officer / 10% Owner S-Sale D Class A Common Stock 19,675 41.66 819.7K 5,308
2023-11-10 MOELIS KENNETH Director / Officer / 10% Owner S-Sale D Class A Common Stock 50,000 41.57 2.08M 24,983
2023-11-09 MOELIS KENNETH Director / Officer / 10% Owner S-Sale D Class A Common Stock 23,388 42.20 987.0K 74,983
2023-11-03 Cantor Eric Director / Officer M-Exempt D 2019 Incentive RSUs (September) 855 0.00 855
2023-10-01 Pilcher Ciafone Katherine Officer D 2018 Incentive RSUs 1,282 0.00 0
2023-09-22 Worrell Laila Director A-Award A 2023 Annual Restricted Stock Units 31 0.00 2,366
2023-09-22 WATANABE OSAMU R. Officer A-Award A 2021 Incentive RSUs 102 0.00 7,675
2023-09-22 Shropshire Kenneth Director A-Award A 2023 Annual Restricted Stock Units 33 0.00 2,479

Executive team

Top executives
EBIT / Employee
250.4K
Shares Outstanding
73.44M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Navid Mahmoodzadegan CEO 400.0K 8.25M 34.12M 75.7K 42.85M 79.63%
2 2025 Kenneth Moelis Executive Chairman 400.0K 250.0K 34.51M 12.5K 35.17M 98.12%
3 2025 Jeffrey Raich Executive Vice Chairman 400.0K 250.0K 3.22M 12.5K 3.88M 82.94%
4 2025 Katherine Pilcher Ciafone COO 400.0K 1.55M 811.5K 22.7K 2.78M 29.15%
5 2025 Christopher Callesano CFO 400.0K 727.0K 120.7K 10.5K 1.26M 9.59%
6 2025 Joseph Simon Former CFO 157.8K 704.5K 862.3K 81.70%
7 2024 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 2.13M 9.54M 27.2K 12.10M 78.86%
8 2024 Navid Mahmoodzadegan CEO 400.0K 2.13M 9.54M 27.2K 12.10M 78.86%
9 2024 Kenneth Moelis Chairman, CEO 400.0K 50.0K 7.16M 10.7K 7.62M 93.95%
10 2024 Kenneth Moelis Executive Chairman 400.0K 50.0K 7.16M 10.7K 7.62M 93.95%
11 2024 Jeffrey Raich Co-President, Managing Director 400.0K 300.0K 2.51M 12.7K 3.22M 77.86%
12 2024 Jeffrey Raich Executive Vice Chairman 400.0K 300.0K 2.51M 12.7K 3.22M 77.86%
13 2024 Joseph Simon Chief Financial Officer, Managing Director 400.0K 1.38M 793.7K 10.4K 2.58M 30.77%
14 2024 Joseph Simon Former CFO 400.0K 1.38M 793.7K 10.4K 2.58M 30.77%
15 2024 Katherine Pilcher Ciafone COO 400.0K 1.21M 618.9K 19.9K 2.25M 27.52%
16 2024 Katherine Pilcher Ciafone Chief Operating Officer, Managing Director 400.0K 1.21M 618.9K 19.9K 2.25M 27.52%
17 2023 Navid Mahmoodzadegan CEO 400.0K 3.00M 13.55M 45.3K 17.00M 79.73%
18 2023 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 3.00M 13.55M 45.3K 17.00M 79.73%
19 2023 Kenneth Moelis Chair, Chief Executive Officer 400.0K 30.5K 7.44M 9.9K 7.88M 94.41%
20 2023 Kenneth Moelis Executive Chairman 400.0K 30.5K 7.44M 9.9K 7.88M 94.41%
21 2023 Kenneth Moelis Chairman, CEO 400.0K 30.5K 7.44M 9.9K 7.88M 94.41%
22 2023 Jeffrey Raich Executive Vice Chairman 400.0K 100.0K 2.08M 10.7K 2.60M 80.32%
23 2023 Jeffrey Raich Co-President, Managing Director 400.0K 100.0K 2.08M 10.7K 2.60M 80.32%
24 2023 Joseph Simon Chief Financial Officer, Managing Director 400.0K 1.00M 715.3K 9.9K 2.13M 33.66%
25 2023 Joseph Simon Former CFO 400.0K 1.00M 715.3K 9.9K 2.13M 33.66%
26 2023 Katherine Pilcher Ciafone COO 400.0K 900.0K 398.5K 20.5K 1.72M 23.18%
27 2023 Katherine Pilcher Ciafone Chief Operating Officer, Managing Director 400.0K 900.0K 398.5K 20.5K 1.72M 23.18%
28 2022 Kenneth Moelis Chairman, CEO 400.0K 30.0K 18.78M 9.2K 19.22M 97.72%
29 2022 Kenneth Moelis Chair, Chief Executive Officer 400.0K 30.0K 18.78M 9.2K 19.22M 97.72%
30 2022 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 5.00M 9.96M 57.9K 15.42M 64.60%
31 2022 Jeffrey Raich Co-President, Managing Director 400.0K 30.0K 5.54M 9.2K 5.98M 92.65%
32 2022 Elizabeth Crain Chief Operating Officer, Managing Director 400.0K 1.32M 1.58M 21.5K 3.32M 47.59%
33 2022 Joseph Simon Chief Financial Officer, Managing Director 400.0K 1.22M 1.08M 9.2K 2.71M 39.87%
34 2021 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 11.26M 8.33M 52.4K 20.04M 41.55%
35 2021 Kenneth Moelis Chair, Chief Executive Officer 400.0K 5.10M 8.83M 29.6K 14.36M 61.49%
36 2021 Kenneth Moelis Chair and Chief Executive Officer 400.0K 5.10M 8.83M 29.6K 14.36M 61.49%
37 2021 Jeffrey Raich Co-President, Managing Director 400.0K 6.85M 4.51M 36.1K 11.80M 38.26%
38 2021 Elizabeth Crain Chief Operating Officer, Managing Director 400.0K 2.06M 1.55M 10.9K 4.03M 38.58%
39 2021 Joseph Simon Chief Financial Officer, Managing Director 400.0K 1.63M 923.0K 10.9K 2.96M 31.14%
40 2020 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 4.80M 7.51M 8.6K 12.71M 59.03%
41 2020 Kenneth Moelis Chair, Chief Executive Officer 400.0K 4.80M 4.65M 25.6K 9.87M 47.08%
42 2020 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 4.80M 4.65M 25.6K 9.87M 47.08%
43 2020 Kenneth Moelis Chair and Chief Executive Officer 400.0K 4.80M 4.65M 25.6K 9.87M 47.08%
44 2020 Jeffrey Raich Co-President, Managing Director 400.0K 1.10M 2.47M 8.6K 3.98M 62.08%
45 2020 Elizabeth Crain Chief Operating Officer, Managing Director 400.0K 1.25M 1.38M 8.6K 3.04M 45.39%
46 2020 Elizabeth Crain Chief Operating Officer 400.0K 1.25M 1.38M 8.6K 3.04M 45.39%
47 2020 Joseph Simon Chief Financial Officer 400.0K 980.0K 983.0K 8.6K 2.37M 41.45%
48 2020 Joseph Simon Chief Financial Officer, Managing Director 400.0K 980.0K 983.0K 8.6K 2.37M 41.45%
49 2019 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 3.85M 5.43M 13.5K 9.70M 56.03%
50 2019 Kenneth Moelis Chair and Chief Executive Officer 400.0K 4.72M 5.12M 92.18%
51 2019 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 4.72M 5.12M 92.18%
52 2019 Jeffrey Raich Co-President, Managing Director 400.0K 50.0K 2.67M 8.5K 3.13M 85.33%
53 2019 Joseph Simon Chief Financial Officer 400.0K 580.0K 814.9K 8.4K 1.80M 45.19%
54 2019 Joseph Simon Chief Financial Officer, Managing Director 400.0K 580.0K 814.9K 8.4K 1.80M 45.19%
55 2019 Elizabeth Crain Chief Operating Officer 400.0K 400.0K 928.5K 10.4K 1.74M 53.40%
56 2019 Elizabeth Crain Chief Operating Officer, Managing Director 400.0K 400.0K 928.5K 10.4K 1.74M 53.40%
57 2018 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 4.10M 4.29M 20.1K 8.81M 48.68%
58 2018 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 3.48M 4.91M 18.3K 8.80M 55.76%
59 2018 Jeffrey Raich Co-President, Managing Director 400.0K 2.15M 4.29M 14.4K 6.85M 62.57%
60 2018 Elizabeth Crain Chief Operating Officer 400.0K 1.03M 1.03M 11.2K 2.47M 41.84%
61 2018 Joe Simon Chief Financial Officer 400.0K 875.0K 872.9K 8.3K 2.16M 40.48%
62 2018 Joseph Simon Chief Financial Officer 400.0K 875.0K 872.9K 8.3K 2.16M 40.48%
63 2017 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 2.70M 3.37M 13.9K 6.48M 51.99%
64 2017 Jeffrey Raich Co-President, Managing Director 400.0K 2.70M 3.37M 13.2K 6.48M 51.99%
65 2017 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 2.70M 3.37M 13.2K 6.48M 51.99%
66 2017 Elizabeth Crain Chief Operating Officer 400.0K 750.0K 684.1K 9.6K 1.84M 37.10%
67 2017 Joseph Simon Chief Financial Officer 400.0K 655.0K 635.2K 8.1K 1.70M 37.40%
68 2017 Joe Simon Chief Financial Officer 400.0K 655.0K 635.2K 8.1K 1.70M 37.40%
69 2016 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 2.90M 4.03M 13.8K 7.34M 54.85%
70 2016 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 2.90M 2.50M 13.8K 5.82M 43.04%
71 2016 Navid Mahmoodzadegan Co‑President, Managing Director and Director 400.0K 2.90M 2.50M 13.8K 5.82M 43.04%
72 2016 Jeffrey Raich Co-President, Managing Director 400.0K 2.90M 2.50M 13.8K 5.82M 43.04%
73 2016 Jeffrey Raich Co‑President, Managing Director and Director 400.0K 2.90M 2.50M 13.8K 5.82M 43.04%
74 2015 Jeffrey Raich Co-President, Managing Director 400.0K 2.00M 3.46M 11.1K 5.87M 58.92%
75 2015 Jeffrey Raich Co‑President, Managing Director and Director 400.0K 2.00M 3.46M 11.1K 5.87M 58.92%
76 2015 Navid Mahmoodzadegan Co‑President, Managing Director and Director 400.0K 2.00M 3.46M 11.1K 5.87M 58.92%
77 2015 Jeffrey Raich Co-President, Managing Director and Director 400.0K 2.00M 3.46M 11.1K 5.87M 58.92%
78 2015 Navid Mahmoodzadegan Co-President, Managing Director and Director 400.0K 2.00M 3.46M 11.1K 5.87M 58.92%
79 2015 Navid Mahmoodzadegan Co-President, Managing Director 400.0K 2.00M 3.46M 11.1K 5.87M 58.92%
80 2015 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 3.21M 8.0K 3.61M 88.71%
81 2014 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 3.18M 2.00M 13.2K 5.59M 35.79%
82 2014 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 3.18M 2.00M 13.2K 5.59M 35.79%
83 2014 Jeffrey Raich Co-Founder, Managing Director and Director 400.0K 3.43M 1.50M 186.7K 13.7K 5.53M 30.53%
84 2014 Jeffrey Raich Co-President, Managing Director and Director 400.0K 3.43M 1.50M 186.7K 13.7K 5.53M 30.53%
85 2014 Jeffrey Raich Co‑President, Managing Director and Director 400.0K 3.43M 1.50M 186.7K 13.7K 5.53M 30.53%
86 2014 Navid Mahmoodzadegan Co‑President, Managing Director and Director 400.0K 3.43M 1.50M 13.7K 5.34M 28.10%
87 2014 Navid Mahmoodzadegan Co-President, Managing Director and Director 400.0K 3.43M 1.50M 13.7K 5.34M 28.10%
88 2014 Navid Mahmoodzadegan Co-Founder, Managing Director and Director 400.0K 3.43M 1.50M 13.7K 5.34M 28.10%
89 2013 Navid Mahmoodzadegan Co-Founder, Managing Director and Director 400.0K 2.60M 10.3K 3.01M 0.00%
90 2013 Jeffrey Raich Co-Founder, Managing Director and Director 400.0K 2.60M 10.3K 3.01M 0.00%
91 2013 Kenneth Moelis Chairman and Chief Executive Officer 400.0K 2.60M 10.2K 3.01M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-30 SC 13G
2026-04-30 S-8
2026-04-30 S-3ASR
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-29 SC 13G
2026-04-29 ARS
2026-04-29 8-K
2026-04-22 SC 13G
2026-03-30 4

Executive team

NameTitleCompensationGender
Navid Mahmoodzadegan Co-Founder, Founding Partner, Chief Executive Officer & Director 3M male
Kate Pilcher Ciafone Co- Founder & Chief Operating Officer 2M female
Christopher Callesano Chief Financial Officer 1M male
Jeffrey Raich Co-Founder & Executive Vice Chairman 712.7K male
Kenneth David Moelis Founder & Executive Chairman 460.7K male
Michele S. Miyakawa Co-Founder & MD of Los Angeles female
Nick Riehl Principal Accounting Officer male
Osamu R. Watanabe General Counsel & Secretary male
Ted Ferguson MD of New York & Chief Information Officer male
Eric Cantor Vice Chairman & MD male
John Momtazee Co-Founder, MD and Global Chairman of Media, Sports & Entertainment male
Liz Eberhart Head of Human Resources & MD of New York female
ESG Rating
B
FINANCIAL - CAPITAL MARKETS
2024
E (Environmental)
46.9 / 59.1
Company / Sector avg.
S (Social)
70.6 / 74.1
Company / Sector avg.
G (Governance)
66.6 / 72.6
Company / Sector avg.
ESG Total
61.4 / 68.6
Company / Sector avg.
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-01-09 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits