Moelis & Company (MC)
New York City, NY, US
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.
Based on only 2 articles — low confidence
- Moelis & Company: Downside Protection Seeking Alpha
- EVR or MC: Which Is the Better Value Stock Right Now? Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.89% | +1.57% | +1.28% | -1.50% | -2.16% | -7.11% | +5.15% | +85.45% | +24.56% | +137.27% | +144.17% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 7 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2019-01-09 | 2020-04-27 | Donna Shalala | FL27 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for MC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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