MC - NYSE
Moelis & Company
$67.12
-3.0%Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. The company serves its clients in North and South America, Europe, the Middle East, Asia, and Australia. It has strategic alliances in Mexico with Alfaro, Dávila y Scherer, S.C.; and in Australia with MA Moelis Australia. The company was founded in 2007 and is headquartered in New York, New York.
At a Glance
Live SnapshotMoelis & Company Management Team
Mr. Christopher Callesano CPA
Chief Financial Officer
Ms. Kate Pilcher Ciafone
Co- Founder & Chief Operating Officer
Compensation
$1,629,909
Mr. Jeffrey Raich
Co-Founder & Co-President
Compensation
$712,720
Mr. Jeffrey Raich
Co-Founder & Executive Vice Chairman
Compensation
$712,720
Ms. Michele S. Miyakawa
Co-Founder & MD of Los Angeles
Mr. Navid Mahmoodzadegan J.D.
Co-Founder, Founding Partner, Chief Executive Officer & Director
Compensation
$2,557,177
Mr. Navid Mahmoodzadegan
Co-Founder, Founding Partner, Co-President & MD
Compensation
$2,557,177
Mr. John Momtazee J.D.
Co-Founder, MD and Global Chairman of Media, Sports & Entertainment
Mr. Kenneth David Moelis
Founder & Executive Chairman
Compensation
$460,745
Mr. Kenneth David Moelis
Founder, Chief Executive Officer & Chairman
Compensation
$460,745
Mr. Ted Ferguson
MD of New York & Chief Information Officer
Mr. Nick Riehl
Principal Accounting Officer
Moelis & Company Insider Positioning
During the last 12 months, insiders have sold $822K worth of MC shares, with no buying activity reported.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
0
0.00
2.8K
172.06K
-172K
-$172K
6-9 Months
0
0.00
0
0.00
+0
+$0
9-12 Months
0
0.00
9.0K
650.18K
-650K
-$650K
Top Buyers
No buying activity
Top Sellers
Watanabe Osamu R.
Officer: General Counsel, Secretary
$633K
Shropshire Kenneth
Director
$190K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $822K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Insider Participation
2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
SEC Filings
MC - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | April 30, 2026 | June 25, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | April 24, 2025 | June 05, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | April 25, 2024 | June 06, 2024 | 2024 | |
DEF 14A DEF 14A N/A | April 27, 2023 | April 27, 2023 | ||
DEF 14A DEF 14A 2022 N/A | April 20, 2022 | June 02, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | April 20, 2021 | June 03, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | April 22, 2020 | June 04, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | April 24, 2019 | June 05, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | April 25, 2018 | June 07, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | April 26, 2017 | June 09, 2017 | 2017 |
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.