Chief Financial Officer

Chief Operating Officer

Moelis & Co is an independent investment bank that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The company assists its clients in achieving their strategic goals by offering comprehensive, globally integrated financial advisory services across all industry sectors. It also advises clients on their critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. It generates revenue from advisory transactions. The firm derives a majority of its revenue from the United States, followed by Europe and the rest of the World.

Institution	Shares	Value	Change
BlackRock	9,057,944	$593M	INCREASED
Vanguard	8,505,556	$556M	DECREASED
Kayne Anderson Rudnick Investment Management	5,412,938	$354M	DECREASED
Wasatch Advisors	3,246,593	$212M	DECREASED
State Street	3,044,858	$199M	INCREASED

Insider	Type	Shares	Date
Christopher Callesano (Chief Financial Officer)	AWARD	14	2026-09-17
Christopher Callesano (Chief Financial Officer)	AWARD	13	2026-09-17
Christopher Callesano (Chief Financial Officer)	AWARD	4	2026-09-17
Ciafone Katherine Pilcher (Chief Operating Officer)	AWARD	44	2026-09-17
Ciafone Katherine Pilcher (Chief Operating Officer)	AWARD	15	2026-09-17

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