General Counsel, Secretary

Director

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
Wasatch Advisors	3,246,593	$212M	DECREASED
State Street	3,044,858	$199M	INCREASED
Hightower Advisors	1,843,458	$121M	INCREASED
Channing Capital Management	1,338,234	$88M	INCREASED

Insider	Type	Shares	Value	Date
Osamu R. Watanabe (General Counsel, Secretary)	SELL	4,850	$336K	2026-08-04
Kenneth Shropshire (Director)	AWARD	200		2026-07-01
Kenneth Shropshire (Director)	AWARD	1,700		2026-07-01
Laila Worrell (Director)	AWARD	1,777		2026-07-01
Laila Worrell (Director)	AWARD	1,623		2026-07-01

MOELIS & COMPANY (MC) Ownership & Trading Activity

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Recent Insider Trades