Joseph Simon
CIK 1604693 · View on SEC EDGAR ↗
First SEC filing: April 15, 2014 · Latest: April 15, 2014
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Feb. 19, 2025 | MC | S | 5,758 | $74.00 | $426,092 | 22,832 Direct | -20.14% | Disposed | -6.7% (price as of 2026-08-19) |
| July 25, 2024 | MC | S | 6,723 | $64.00 | $430,272 | 0 Direct | -100.00% | Disposed | 7.9% (price as of 2026-08-19) |
| Feb. 29, 2024 | MC | S | 8,573 | $54.13 | $464,056 | 0 Direct | -100.00% | Disposed | 27.6% (price as of 2026-08-19) |
| Feb. 21, 2024 | MC | S | 8,149 | $52.60 | $428,637 | 8,573 Direct | -48.73% | Disposed | 31.3% (price as of 2026-08-19) |
| Feb. 9, 2024 | MC | S | 3,500 | $54.50 | $190,750 | 0 Direct | -100.00% | Disposed | 26.7% (price as of 2026-08-19) |
| Feb. 9, 2024 | MC | S | 3,500 | $54.70 | $191,450 | 3,500 Direct | -50.00% | Disposed | 26.2% (price as of 2026-08-19) |
| Feb. 9, 2024 | MC | S | 3,720 | $54.90 | $204,228 | 7,000 Direct | -34.70% | Disposed | 25.8% (price as of 2026-08-19) |
| Nov. 14, 2022 | MC | S | 5,976 | $45.74 | $273,342 | 0 Direct | -100.00% | Disposed | 51.0% (price as of 2026-08-19) |
| Nov. 14, 2022 | MC | S | 6,394 | $46.21 | $295,467 | 5,976 Direct | -51.69% | Disposed | 49.4% (price as of 2026-08-19) |
Showing latest 100 of 325 transactions
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 27, 2025 | MC | 2020 Incentive RSUs | Class A Common Stock (47) | — | — | 47 | Acquired |
| Feb. 19, 2025 | MC | 2020 Incentive Restricted Stock Units [F3] | Class A Common Stock (4,358) | — | — | 4,358 | Disposed |
| Feb. 19, 2025 | MC | 2019 Incentive Restricted Stock Units [F3] | Class A Common Stock (7,467) | — | — | 7,467 | Disposed |
| Feb. 18, 2025 | MC | 2022 Vested LP Units of MCGEH [F2] | Class A Common Stock (7,724) | — | — | 7,724 | Disposed |
| Feb. 18, 2025 | MC | 2021 LP Units of MCGEH [F2] | Class A Common Stock (3,361) | — | — | 3,361 | Disposed |
| Feb. 18, 2025 | MC | 2021 Vested LP Units of MCGEH [F2] | Class A Common Stock (5,682) | — | — | 5,682 | Disposed |
| Feb. 4, 2025 | MC | 2023 Vested LP Units of MCGEH [F1] | Class A Common Stock (17,384) | — | — | 17,384 | Acquired |
| Dec. 2, 2024 | MC | 2020 Incentive RSUs | Class A Common Stock (68) | — | — | 68 | Acquired |
| Dec. 2, 2024 | MC | 2019 Incentive RSUs | Class A Common Stock (59) | — | — | 59 | Acquired |
| Sept. 26, 2024 | MC | 2020 Incentive RSUs | Class A Common Stock (74) | — | — | 74 | Acquired |
| Sept. 26, 2024 | MC | 2019 Incentive RSUs | Class A Common Stock (64) | — | — | 64 | Acquired |
| July 25, 2024 | MC | 2021 LP Units of MCGEH [F3] | Class A Common Stock (6,723) | — | — | 6,723 | Disposed |
| June 20, 2024 | MC | 2020 Incentive RSUs | Class A Common Stock (95) | — | — | 95 | Acquired |
| June 20, 2024 | MC | 2019 Incentive RSUs | Class A Common Stock (81) | — | — | 81 | Acquired |
| March 28, 2024 | MC | 2020 Incentive RSUs | Class A Common Stock (89) | — | — | 89 | Acquired |
| March 28, 2024 | MC | 2019 Incentive RSUs | Class A Common Stock (76) | — | — | 76 | Acquired |
| Feb. 21, 2024 | MC | 2022 Vested LP Units of MCGEH [F4] | Class A Common Stock (19,312) | — | — | 19,312 | Acquired |
| Feb. 21, 2024 | MC | 2020 Incentive Restricted Stock Units | Class A Common Stock (4,195) | — | — | 4,195 | Disposed |
| Feb. 21, 2024 | MC | 2019 Incentive Restricted Stock Units [F3] | Class A Common Stock (7,187) | — | — | 7,187 | Disposed |
| Feb. 21, 2024 | MC | 2018 Incentive Restricted Stock Units [F3] | Class A Common Stock (5,342) | — | — | 5,342 | Disposed |
| Dec. 22, 2023 | MC | 2020 Incentive RSUs | Class A Common Stock (132) | — | — | 132 | Acquired |
| Dec. 22, 2023 | MC | 2019 Incentive RSUs | Class A Common Stock (151) | — | — | 151 | Acquired |
| Dec. 22, 2023 | MC | 2018 Incentive RSUs | Class A Common Stock (56) | — | — | 56 | Acquired |
| Sept. 22, 2023 | MC | 2020 Incentive RSUs | Class A Common Stock (165) | — | — | 165 | Acquired |
| Sept. 22, 2023 | MC | 2019 Incentive RSUs | Class A Common Stock (189) | — | — | 189 | Acquired |
| Sept. 22, 2023 | MC | 2018 Incentive RSUs | Class A Common Stock (70) | — | — | 70 | Acquired |
| June 23, 2023 | MC | 2020 Incentive RSUs | Class A Common Stock (172) | — | — | 172 | Acquired |
| June 23, 2023 | MC | 2019 Incentive RSUs | Class A Common Stock (196) | — | — | 196 | Acquired |
| June 23, 2023 | MC | 2018 Incentive RSUs | Class A Common Stock (73) | — | — | 73 | Acquired |
| March 28, 2023 | MC | 2020 Incentive RSUs | Class A Common Stock (191) | — | — | 191 | Acquired |
| March 28, 2023 | MC | 2019 Incentive RSUs | Class A Common Stock (218) | — | — | 218 | Acquired |
| March 28, 2023 | MC | 2018 Incentive RSUs | Class A Common Stock (81) | — | — | 81 | Acquired |
| Feb. 23, 2023 | MC | 2020 Incentive Restricted Stock Units [F2] | Class A Common Stock (3,975) | — | — | 3,975 | Disposed |
| Feb. 23, 2023 | MC | 2019 Incentive Restricted Stock Units [F2] | Class A Common Stock (6,810) | — | — | 6,810 | Disposed |
| Feb. 23, 2023 | MC | 2018 Incentive Restricted Stock Units [F2] | Class A Common Stock (5,061) | — | — | 5,061 | Disposed |
| Feb. 23, 2023 | MC | 2017 Incentive Restricted Stock Units [F2] | Class A Common Stock (5,055) | — | — | 5,055 | Disposed |
| Feb. 22, 2023 | MC | 2021 LP Units of Moelis & Company Group Employee Holdings LP [F3] | Class A Common Stock (16,808) | — | — | 16,808 | Acquired |
| Feb. 22, 2023 | MC | 2021 Vested LP Units of Moelis&Co Group Employee Holdings LP [F3] | Class A Common Stock (5,682) | — | — | 5,682 | Acquired |
| Dec. 2, 2022 | MC | 2020 Incentive RSUs | Class A Common Stock (213) | — | — | 213 | Acquired |
| Dec. 2, 2022 | MC | 2019 Incentive RSUs | Class A Common Stock (274) | — | — | 274 | Acquired |
| Dec. 2, 2022 | MC | 2018 Incentive RSUs | Class A Common Stock (136) | — | — | 136 | Acquired |
| Dec. 2, 2022 | MC | 2017 Incentive RSUs | Class A Common Stock (68) | — | — | 68 | Acquired |
| Aug. 23, 2022 | MC | 2020 Incentive RSUs | Class A Common Stock (209) | — | — | 209 | Acquired |
| Aug. 23, 2022 | MC | 2019 Incentive RSUs | Class A Common Stock (268) | — | — | 268 | Acquired |
| Aug. 23, 2022 | MC | 2018 Incentive RSUs | Class A Common Stock (133) | — | — | 133 | Acquired |
| Aug. 23, 2022 | MC | 2017 Incentive RSUs | Class A Common Stock (66) | — | — | 66 | Acquired |
| June 8, 2022 | MC | 2020 Incentive RSUs | Class A Common Stock (204) | — | — | 204 | Acquired |
| June 8, 2022 | MC | 2019 Incentive RSUs | Class A Common Stock (262) | — | — | 262 | Acquired |
| June 8, 2022 | MC | 2018 Incentive RSUs | Class A Common Stock (130) | — | — | 130 | Acquired |
| June 8, 2022 | MC | 2017 Incentive RSUs | Class A Common Stock (65) | — | — | 65 | Acquired |
| March 28, 2022 | MC | 2020 Incentive RSUs | Class A Common Stock (193) | — | — | 193 | Acquired |
| March 28, 2022 | MC | 2019 Incentive RSUs | Class A Common Stock (248) | — | — | 248 | Acquired |
| March 28, 2022 | MC | 2018 Incentive RSUs | Class A Common Stock (123) | — | — | 123 | Acquired |
| March 28, 2022 | MC | 2017 Incentive RSUs | Class A Common Stock (61) | — | — | 61 | Acquired |
| Feb. 23, 2022 | MC | 2020 Incentive Restricted Stock Units [F2] | Class A Common Stock (2,869) | — | — | 2,869 | Disposed |
| Feb. 23, 2022 | MC | 2019 Incentive Restricted Stock Units [F2] | Class A Common Stock (6,458) | — | — | 6,458 | Disposed |
| Feb. 23, 2022 | MC | 2018 Incentive Restricted Stock Units [F2] | Class A Common Stock (4,801) | — | — | 4,801 | Disposed |
| Feb. 23, 2022 | MC | 2017 Incentive Restricted Stock Units [F2] | Class A Common Stock (4,793) | — | — | 4,793 | Disposed |
| Feb. 23, 2022 | MC | 2016 Incentive Restricted Stock Units [F2] | Class A Common Stock (5,198) | — | — | 5,198 | Disposed |
| Dec. 2, 2021 | MC | 2020 Incentive RSUs [F2] | Class A Common Stock (900) | — | — | 900 | Disposed |
| Nov. 19, 2021 | MC | 2020 Incentive RSUs | Class A Common Stock (830) | — | — | 830 | Acquired |
| Nov. 19, 2021 | MC | 2019 Incentive RSUs | Class A Common Stock (1,138) | — | — | 1,138 | Acquired |
| Nov. 19, 2021 | MC | 2018 Incentive RSUs | Class A Common Stock (634) | — | — | 634 | Acquired |
| Nov. 19, 2021 | MC | 2017 Incentive RSUs | Class A Common Stock (422) | — | — | 422 | Acquired |
| Nov. 19, 2021 | MC | 2016 Incentive RSUs | Class A Common Stock (229) | — | — | 229 | Acquired |
| Sept. 17, 2021 | MC | 2020 Incentive RSUs | Class A Common Stock (173) | — | — | 173 | Acquired |
| Sept. 17, 2021 | MC | 2019 Incentive RSUs | Class A Common Stock (237) | — | — | 237 | Acquired |
| Sept. 17, 2021 | MC | 2018 Incentive RSUs | Class A Common Stock (132) | — | — | 132 | Acquired |
| Sept. 17, 2021 | MC | 2017 Incentive RSUs | Class A Common Stock (88) | — | — | 88 | Acquired |
| Sept. 17, 2021 | MC | 2016 Incentive RSUs | Class A Common Stock (48) | — | — | 48 | Acquired |
| June 18, 2021 | MC | 2020 Incentive RSUs | Class A Common Stock (821) | — | — | 821 | Acquired |
| June 18, 2021 | MC | 2019 Incentive RSUs | Class A Common Stock (1,125) | — | — | 1,125 | Acquired |
| June 18, 2021 | MC | 2018 Incentive RSUs | Class A Common Stock (627) | — | — | 627 | Acquired |
| June 18, 2021 | MC | 2017 Incentive RSUs | Class A Common Stock (418) | — | — | 418 | Acquired |
| June 18, 2021 | MC | 2016 Incentive RSUs | Class A Common Stock (226) | — | — | 226 | Acquired |
| March 26, 2021 | MC | 2020 Incentive RSUs | Class A Common Stock (166) | — | — | 166 | Acquired |
| March 26, 2021 | MC | 2019 Incentive RSUs | Class A Common Stock (227) | — | — | 227 | Acquired |
| March 26, 2021 | MC | 2018 Incentive RSUs | Class A Common Stock (127) | — | — | 127 | Acquired |
| March 26, 2021 | MC | 2017 Incentive RSUs | Class A Common Stock (84) | — | — | 84 | Acquired |
| March 26, 2021 | MC | 2016 Incentive RSUs | Class A Common Stock (46) | — | — | 46 | Acquired |
| Feb. 23, 2021 | MC | 2019 Incentive Restricted Stock Units [F2] | Class A Common Stock (4,505) | — | — | 4,505 | Disposed |
| Feb. 23, 2021 | MC | 2018 Incentive Restricted Stock Units [F2] | Class A Common Stock (4,294) | — | — | 4,294 | Disposed |
| Feb. 23, 2021 | MC | 2017 Incentive Restricted Stock Units [F2] | Class A Common Stock (4,287) | — | — | 4,287 | Disposed |
| Feb. 23, 2021 | MC | 2016 Incentive Restricted Stock Units [F2] | Class A Common Stock (4,650) | — | — | 4,650 | Disposed |
| Feb. 23, 2021 | MC | 2015 Incentive Restricted Stock Units [F2] | Class A Common Stock (6,978) | — | — | 6,978 | Disposed |
| Feb. 19, 2021 | MC | 2020 Incentive RSUs [F1] | Class A Common Stock (16,859) | — | — | 16,859 | Acquired |
| Dec. 29, 2020 | MC | 2019 Incentive RSUs | Class A Common Stock (1,148) | — | — | 1,148 | Acquired |
| Dec. 29, 2020 | MC | 2018 Incentive RSUs | Class A Common Stock (714) | — | — | 714 | Acquired |
| Dec. 29, 2020 | MC | 2017 Incentive RSUs | Class A Common Stock (534) | — | — | 534 | Acquired |
| Dec. 29, 2020 | MC | 2016 Incentive RSUs | Class A Common Stock (386) | — | — | 386 | Acquired |
| Dec. 29, 2020 | MC | 2015 Incentive RSUs | Class A Common Stock (290) | — | — | 290 | Acquired |
| Dec. 15, 2020 | MC | 2019 Incentive RSUs [F2] | Class A Common Stock (1,219) | — | — | 1,219 | Disposed |
| Nov. 30, 2020 | MC | 2019 Incentive RSUs | Class A Common Stock (267) | — | — | 267 | Acquired |
| Nov. 30, 2020 | MC | 2018 Incentive RSUs | Class A Common Stock (159) | — | — | 159 | Acquired |
| Nov. 30, 2020 | MC | 2017 Incentive RSUs | Class A Common Stock (119) | — | — | 119 | Acquired |
| Nov. 30, 2020 | MC | 2016 Incentive RSUs | Class A Common Stock (86) | — | — | 86 | Acquired |
| Nov. 30, 2020 | MC | 2015 Incentive RSUs | Class A Common Stock (65) | — | — | 65 | Acquired |
| Sept. 30, 2020 | MC | 2019 Incentive RSUs | Class A Common Stock (198) | — | — | 198 | Acquired |
| Sept. 30, 2020 | MC | 2018 Incentive RSUs | Class A Common Stock (117) | — | — | 117 | Acquired |
| Sept. 30, 2020 | MC | 2017 Incentive RSUs | Class A Common Stock (88) | — | — | 88 | Acquired |
Showing latest 100 of 261 transactions
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| April 15, 2014 | MC | Partnership Interests [F1]→ Class A common stock, par value $0.01 (44,055) | 44,055 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
MC
Managing Director| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2024 | $400,000 | — | — | — | — | — | $10,350 | $2,579,598 |
| 2023 | $400,000 | — | — | — | — | — | $9,900 | $2,125,216 |
| 2022 | $400,000 | — | — | — | — | — | $9,150 | $2,706,006 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.