Joseph Simon

Insider Reports History

Entity
Individual
Location
C/O Moelis & Company, 399 Park Avenue, 5 Th Floor, New York, NY
Signature
/s/ Osamu Watanabe as attorney-in-fact for Joseph Simon
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Joseph Simon:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Moelis & Co Former Chief Financial Officer Class A Common Stock 22.8K $1.69M $74.00 Feb 19, 2025 Direct
Moelis & Co Former Chief Financial Officer 2023 Vested LP Units of MCGEH 17.4K $1.39M $79.68 Feb 4, 2025 Direct
Moelis & Co Former Chief Financial Officer 2022 Vested LP Units of MCGEH 11.6K $923K $79.68 Feb 18, 2025 Direct
Moelis & Co Former Chief Financial Officer 2021 LP Units of MCGEH 6.72K $536K $79.68 Feb 18, 2025 Direct
Moelis & Co Former Chief Financial Officer 2020 Incentive Restricted Stock Units 4.36K $315K $72.30 Feb 19, 2025 Direct
Moelis & Co Former Chief Financial Officer 2019 Incentive Restricted Stock Units 0 $0 $72.30 Feb 19, 2025 Direct
Moelis & Co Former Chief Financial Officer 2021 Vested LP Units of MCGEH 0 $0 $79.68 Feb 18, 2025 Direct
Moelis & Co Former Chief Financial Officer 2019 Incentive RSUs 7.47K Dec 2, 2024 Direct
Moelis & Co Former Chief Financial Officer 2020 Incentive RSUs 4.41K Mar 27, 2025 Direct

Insider Reports Filed by Joseph Simon

Symbol Company Period Transactions Value $ Form Type Date Filed Role
MC Moelis & Co Mar 27, 2025 1 $0 4 Mar 31, 2025 Former Chief Financial Officer
MC Moelis & Co Feb 19, 2025 5 -$426K 4 Feb 21, 2025 Chief Financial Officer
MC Moelis & Co Feb 18, 2025 4 $0 4 Feb 20, 2025 Chief Financial Officer
MC Moelis & Co Feb 4, 2025 1 $0 4 Feb 6, 2025 Chief Financial Officer
MC Moelis & Co Dec 2, 2024 2 $0 4 Dec 4, 2024 Chief Financial Officer
MC Moelis & Co Sep 26, 2024 2 $0 4 Sep 30, 2024 Chief Financial Officer
MC Moelis & Co Jul 25, 2024 3 -$430K 4 Jul 29, 2024 Chief Financial Officer
MC Moelis & Co Jun 20, 2024 2 $0 4 Jun 24, 2024 Chief Financial Officer
MC Moelis & Co Mar 28, 2024 2 $0 4 Apr 2, 2024 Chief Financial Officer
MC Moelis & Co Feb 29, 2024 1 -$464K 4 Mar 1, 2024 Chief Financial Officer
MC Moelis & Co Feb 21, 2024 7 -$429K 4 Feb 23, 2024 Chief Financial Officer
MC Moelis & Co Feb 9, 2024 3 -$586K 4 Feb 13, 2024 Chief Financial Officer
MC Moelis & Co Dec 22, 2023 3 $0 4 Dec 27, 2023 Chief Financial Officer
MC Moelis & Co Sep 22, 2023 3 $0 4 Sep 26, 2023 Chief Financial Officer
MC Moelis & Co Jun 23, 2023 3 $0 4 Jun 27, 2023 Chief Financial Officer
MC Moelis & Co Mar 28, 2023 3 $0 4 Mar 30, 2023 Chief Financial Officer
MC Moelis & Co Feb 22, 2023 8 -$428K 4 Feb 24, 2023 Chief Financial Officer
MC Moelis & Co Dec 2, 2022 4 $0 4 Dec 6, 2022 Chief Financial Officer
MC Moelis & Co Nov 14, 2022 2 -$569K 4 Nov 16, 2022 Chief Financial Officer
MC Moelis & Co Aug 23, 2022 4 $0 4 Aug 25, 2022 Chief Financial Officer
MC Moelis & Co Jun 8, 2022 4 $0 4 Jun 10, 2022 Chief Financial Officer
MC Moelis & Co Mar 28, 2022 4 $0 4 Mar 31, 2022 Chief Financial Officer
MC Moelis & Co Feb 23, 2022 7 -$554K 4 Feb 24, 2022 Chief Financial Officer
MC Moelis & Co Dec 2, 2021 3 -$54.9K 4 Dec 3, 2021 Chief Financial Officer
MC Moelis & Co Nov 19, 2021 5 $0 4 Nov 23, 2021 Chief Financial Officer
MC Moelis & Co Sep 17, 2021 5 $0 4 Sep 21, 2021 Chief Financial Officer
MC Moelis & Co Jun 18, 2021 5 $0 4 Jun 22, 2021 Chief Financial Officer