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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Aug 27, 2026Reported sale · Form 4Kenneth Shropshire · $129.9KOpen the filing ↗
- Aug 27, 2026Notice of sale · Form 144KENNETH SHROPSHIRE · Director · $129.9KOpen the filing ↗
- Aug 4, 2026Reported sale · Form 4OSAMU R. WATANABE, General Counsel, Secretary · $336.1KOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,35510 flagged findings
Reported transactions (Form 4)80since Feb 19, 2026 · and 8 other holdings
Corporate events (8-K)28since Apr 22, 2014
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
Moelis & Company is a global investment bank that provides financial advisory services to corporations, governments, and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. Moelis has advised on more than $4 trillion in transactions since its inception.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-04-30capital return (buybacks/dividends)recentOpen filing ↗“…common stock pursuant to our equity incentive plan we will contribute to Group LP all of the proceeds that we receive (if any), and…”
+1 more passage from the same document
- “…receive (if any), and Group LP will issue to us one of its Group LP Class A partnership units, having the same restrictions, if any,…”
- 2026-04-30capital return (buybacks/dividends)recentOpen filing ↗“…tax liabilities incurred upon the delivery of equity-based compensation awards and pursuant to the Company's repurchase…”
+1 more passage from the same document
- “…in the treasury stock balance on the Company’s condensed consolidated statements of changes in equity as of March 31, 2026…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,355)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
Insider transaction · 10 Form 4 filingsshow all 10hide
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Sep 21, 26Form 4 ↗Insider transaction
- Aug 31, 26Form 4 ↗Insider transaction
- Aug 27, 26Form 144 ↗Notice of proposed sale
- Aug 6, 26Form 4 ↗Insider transaction
- Aug 4, 26Form 144 ↗Notice of proposed sale
- Jul 30, 2610-Q ↗Quarterly report
- Jul 29, 268-K ↗Current report · Results · Communication to the market
- Jul 16, 26SCHEDULE 13G/A ↗Passive stake · Wasatch Advisors LP · 4.4% · event on Jun 30, 26 · amendment
- Jun 26, 268-K ↗Current report · Shareholder vote results
1,355 filings on record, the oldest from Apr 15, 14.
Listing the 25 most recent filings of the 1,355 on record.
1621
14 senior executive changes2018 – 2025show all 14hide
- Jul 1, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 9, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Feb 27, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Feb 10, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 17, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 17, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 7, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 31, 23A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Mar 9, 23A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Dec 15, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Apr 20, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 19, 18A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 23, 18A senior executive left or was appointed+4 more in the same filing8-K 5.02 ↗
- Jul 2, 18A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 25, 17Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Aug 5, 16A senior executive left or was appointed8-K 5.02 ↗
- Mar 18, 16Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Oct 26, 15A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Sep 17, 15A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 10, 15Listing notice (8-K 3.01)+3 more in the same filing8-K 3.01 ↗
- May 1, 15Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Feb 19, 15A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Sep 26, 14Entered a material agreement8-K 1.01 ↗
- Sep 2, 14Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Jul 1, 14A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
1 older filings not shown
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Kayne Anderson Rudnick Investment Management, LLC7.9%Mar 31, 26SCHEDULE 13G/A ↗1 earlier filing
- Vanguard Portfolio Management6.4%Mar 31, 26SCHEDULE 13G ↗
- Vanguard Capital Management5.3%Mar 31, 26SCHEDULE 13G ↗
- Wasatch Advisors LP4.4%Jun 30, 26SCHEDULE 13G/A ↗1 earlier filing
- The London Company4.1%Dec 31, 25SCHEDULE 13G/A ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Aug 27, KENNETH SHROPSHIRE filed notice of intent to sell up to $130K.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $130K on Aug 27, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+1 more recent notices · 1 with a later sale
Stock compensation, tax and giftsshow the 38 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Sep 17, 26Compensationamount n/aKenneth Shropshire↗
- Sep 17, 26Compensationamount n/aKenneth Shropshire↗
- Sep 17, 26Compensationamount n/aKenneth Shropshire↗
- Sep 17, 26Compensationamount n/aLaila Worrell↗
- Sep 17, 26Compensationamount n/aLaila Worrell↗
- Sep 17, 26Compensationamount n/aLaila Worrell↗
- Sep 17, 26Compensationamount n/aLouise Mirrer↗
- Sep 17, 26Compensationamount n/aLouise Mirrer↗
- Sep 17, 26Compensationamount n/aThorold Barker↗
- Sep 17, 26Compensationamount n/aThorold Barker↗
- Jul 1, 26Compensationamount n/aKenneth Shropshire↗
- Jul 1, 26Compensationamount n/aKenneth Shropshire↗
- Jul 1, 26Compensationamount n/aLaila Worrell↗
- Jul 1, 26Compensationamount n/aLaila Worrell↗
- Jul 1, 26Compensationamount n/aLouise Mirrer↗
- Jul 1, 26Compensationamount n/aThorold Barker↗
- Jun 18, 26Compensationamount n/aLaila Worrell↗
- Jun 18, 26Compensationamount n/aLaila Worrell↗
- Jun 18, 26Compensationamount n/aLaila Worrell↗
- Jun 18, 26Compensationamount n/aKenneth Shropshire↗
- Jun 18, 26Compensationamount n/aKenneth Shropshire↗
- Jun 18, 26Compensationamount n/aKenneth Shropshire↗
- Jun 18, 26Compensationamount n/aLouise Mirrer↗
- Jun 18, 26Compensationamount n/aLouise Mirrer↗
- Jun 18, 26Compensationamount n/aLouise Mirrer↗
- Jun 18, 26Compensationamount n/aThorold Barker↗
- Mar 26, 26Compensationamount n/aLouise Mirrer↗
- Mar 26, 26Compensationamount n/aLouise Mirrer↗
- Mar 26, 26Compensationamount n/aLouise Mirrer↗
- Mar 26, 26Compensationamount n/aThorold Barker↗
- Mar 26, 26Compensationamount n/aLaila Worrell↗
- Mar 26, 26Compensationamount n/aLaila Worrell↗
- Mar 26, 26Compensationamount n/aLaila Worrell↗
- Mar 26, 26Compensationamount n/aKenneth Shropshire↗
- Mar 26, 26Compensationamount n/aKenneth Shropshire↗
- Mar 26, 26Compensationamount n/aKenneth Shropshire↗
- Feb 19, 26Compensationamount n/aEric CantorVice Chairman, MD↗
- Feb 19, 26Tax$892KEric CantorVice Chairman, MD↗
The full record holds 367 transactions and goes back to Jan 11, 23.
Its sector and its market
Moelis & Company among Financials companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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Coverage
What sits behind this page.
Where each figure comes from and how far it reaches.
- Prices
- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,355 documents on file, from Apr 15, 2014 to Sep 21, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Are the prices real time?
No. It is one close per session, from the provider and with the date shown on the profile; it does not update during the trading day.
Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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