SIMON JOSEPH
SEC insider (Form 3/4/5 filer). CIK 0001604693. Chief Financial Officer at Moelis & Co (MC). 10 reported Form 4/5 transactions since Sep 2024; latest on Mar 27, 2025. Located in NEW YORK, NY.
Companies SIMON JOSEPH has filed insider reports for
- Moelis & Co (MC): Officer, Chief Financial Officer
SIMON JOSEPH
CIK: 0001604693
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
Moelis & Co
Discretionary Trading P&L
Holdings
Transaction History (10 total)
- Mar 27, 2025MC
Moelis & Co
AwardDirect2020 Incentive RSUs
47 shares- - Feb 19, 2025MC
Moelis & Co
ExerciseDirect11.8K shares- - Feb 19, 2025MC
Moelis & Co
Tax PaymentDirect1 shares at avg. $74.00$99.9 - Feb 19, 2025MC
Moelis & Co
SaleDirect5.8K shares at avg. $74.00$426K - Feb 18, 2025MC
Moelis & Co
ExerciseDirect16.8K shares- - Feb 4, 2025MC
Moelis & Co
AwardDirect2023 Vested LP Units of MCGEH
17.4K shares- - Dec 2, 2024MC
Moelis & Co
AwardDirect2019 Incentive RSUs
59 shares- - Dec 2, 2024MC
Moelis & Co
AwardDirect2020 Incentive RSUs
68 shares- - Sep 26, 2024MC
Moelis & Co
AwardDirect2020 Incentive RSUs
74 shares- - Sep 26, 2024MC
Moelis & Co
AwardDirect2019 Incentive RSUs
64 shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Mar 27, 2025 | MC Moelis & Co | Award 2020 Incentive RSUs | 47 | - | - | Direct |
| Feb 19, 2025 | MC Moelis & Co | Exercise | 11,824 | - | - | Direct |
| Feb 19, 2025 | MC Moelis & Co | Tax Payment | 1 | $74.00 | $100 | Direct |
| Feb 19, 2025 | MC Moelis & Co | Sale | 5,758 | $74.00 | $426,092 | Direct |
| Feb 18, 2025 | MC Moelis & Co | Exercise | 16,767 | - | - | Direct |
| Feb 4, 2025 | MC Moelis & Co | Award 2023 Vested LP Units of MCGEH | 17,384 | - | - | Direct |
| Dec 2, 2024 | MC Moelis & Co | Award 2019 Incentive RSUs | 59 | - | - | Direct |
| Dec 2, 2024 | MC Moelis & Co | Award 2020 Incentive RSUs | 68 | - | - | Direct |
| Sep 26, 2024 | MC Moelis & Co | Award 2020 Incentive RSUs | 74 | - | - | Direct |
| Sep 26, 2024 | MC Moelis & Co | Award 2019 Incentive RSUs | 64 | - | - | Direct |
1-10 of 10 transactions