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MC Moelis & Co (MC) Insider Trading, Ownership & Congress Trades

Financial Services · Investment advice · CIK 0001596967
Quote by TradingView
Form 144 · 2
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
220
13F, latest reported quarter

What the filings say about MC

Insiders, 180 days
-$466.0K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$466.0K
2 notices

Moelis & Co insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Moelis & Co insiders sold a net $466.0K of stock across 103 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Shropshire Kenneth
Director
SELL
2026-08-31 SECtraded 2026-08-27
1,881
$129.9K
-18.3%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Aug 22, 2025.
  • The trade is 24.6% of the 7,633 shares held after it.
  • 1 other insider sold within 30 days.
  • 220 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Shropshire Kenneth sold about $129.9K of MC on Aug 27, 2026; 1 other insider sold within 30 days and 220 funds added in the latest 13F quarter.
WATANABE OSAMU R.
General Counsel, Secretary
SELL
2026-08-06 SECtraded 2026-08-04
4,850
$336.1K
-17.4%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Feb 19, 2026.
  • The trade is 3702.3% of the 131 shares held after it.
  • 1 other insider sold within 30 days.
  • 220 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel, Secretary WATANABE OSAMU R. sold about $336.1K of MC on Aug 4, 2026, the largest insider sale at the company since 2025; 1 other insider sold within 30 days and 220 funds added in the latest 13F quarter.
WATANABE OSAMU R.
General Counsel, Secretary
SELL
2026-02-23 SECtraded 2026-02-19
2,765
$172.1K
-10.9%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jul 25, 2025.
  • The trade is 55.5% of the 4,981 shares held after it.
  • No other insider sold within 30 days.
  • 220 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel, Secretary WATANABE OSAMU R. sold about $172.1K of MC on Feb 19, 2026; 220 funds added in the latest 13F quarter.
Shropshire Kenneth
Director
SELL
2025-08-27 SECtraded 2025-08-22
2,615
$189.6K
-22.2%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Feb 21, 2025.
  • The trade is 36.8% of the 7,109 shares held after it.
  • 1 other insider sold within 30 days.
  • 220 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Shropshire Kenneth sold about $189.6K of MC on Aug 22, 2025; 1 other insider sold within 30 days and 220 funds added in the latest 13F quarter.
WATANABE OSAMU R.
General Counsel, Secretary
SELL
2025-07-29 SECtraded 2025-07-25
6,340
$460.5K
-19.5%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Feb 19, 2025.
  • The trade is 4839.7% of the 131 shares held after it.
  • 1 other insider sold within 30 days.
  • 220 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: General Counsel, Secretary WATANABE OSAMU R. sold about $460.5K of MC on Jul 25, 2025; 1 other insider sold within 30 days and 220 funds added in the latest 13F quarter.
103 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$466.0K over 180 days
-$466.0K over 90 days
more than 56% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
220 funds bought in last quarter
more than 78% of Financial Services
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
7.2% of the float short (float per yahoo 2026-10-26) · 6.1 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch MC

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-17.3%12M
-24%-11%+2%+14%2025-102025-122026-022026-042026-062026-082026-10 2026-08-04 · WATANABE OSAMU R. sold $336.1K2026-02-19 · WATANABE OSAMU R. sold $172.1K2026-08-27 · Shropshire Kenneth sold $129.9K2026-08-27 · KENNETH SHROPSHIRE filed to sell $129.9K2026-08-04 · OSAMU R WATANABE filed to sell $336.1K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns MC: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
9,057,944 sh
$592.6M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
5,412,938 sh
$354.1M
VANGUARD PORTFOLIO MANAGEMENT LLC
4,487,258 sh
$293.6M
VANGUARD CAPITAL MANAGEMENT LLC
3,351,361 sh
$219.2M
WASATCH ADVISORS LP
3,246,593 sh
$212.4M

Congress trades in MC

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

MC planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
KENNETH SHROPSHIRE
Filed 2026-08-27
$129.9K
OSAMU R WATANABE
Filed 2026-08-04
$336.1K

MC mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Touchstone Funds Group Trust-Touchstone Small Cap Fund
$11.2M position · as of 2026-06-30
4.4%
Wasatch Long/Short Alpha Fund
$1.4M position · as of 2026-06-30
3.6%
Virtus KAR Small-Cap Core Fund
$62.3M position · as of 2026-06-30
3.4%
Madison Mid Cap Fund
$50.5M position · as of 2026-07-31
2.9%
Mid Cap Fund
$3.0M position · as of 2026-06-30
2.9%
Touchstone Funds Group Trust-Touchstone Mid Cap Fund
$127.9M position · as of 2026-06-30
2.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Kenneth Moelis
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$7.6M
$18.7M
$5.0M
+105%
+77%
2023
$7.9M
$22.1M
$5.9M
+50%
+35%
2022
$19.2M
$7.5M
$6.9M
-3%
+21%
2021
$14.4M
$24.4M
$9.7M
+49%
+35%
2020
$9.9M
$17.6M
$5.5M
+63%
-2%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $466.0K sold by insiders over 180 days, 220 funds added last quarter, $466.0K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWGSDAVE

MC financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
$433.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+50.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+18.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
no debt line filed
Return on capital employed
n/a
assets or current liabilities not filed
P/E, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
fewer than four consecutive quarters of diluted EPS
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Operating income$273.9M$172.9M-$40.4M$216.1M
Net income$259.6M$151.5M-$27.5M$168.7M
Operating cash flow$576.3M$427.5M$158.5M$33.0M
Cash$508.6M$412.5M$186.4M$206.8M
Dividends paidn/a$184.2M$182.2M$174.7M
SEC XBRL, fiscal years, as known on 2026-10-27

MC Stock Sonar score 4/7 axes

Find similar shapesCompare

MC ranks highest on profitability (92nd percentile) and institutional and government (78th), and lowest on risk and compliance (27th), among Financial Services peers.

Profitability
92
Inputs
  • Return on equity+50.2% · 95 pct, sector of 205
  • Return on assets+18.7% · 90 pct, sector of 266
  • Return on invested capitalno debt line filed
  • Return on capital employedassets or current liabilities not filed
Insider conviction
28
Inputs
  • Net Form 4 buying (codes P and S), 180d-$466K · 56 pct, sector of 161
  • Insider buyers, 180d0 · 0 pct, sector of 165
Institutional and government
78
Inputs
  • Funds adding, latest quarter220 · 78 pct, sector of 278
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
27
Inputs
  • Short interest, % of float+7.2% · 27 pct, sector of 390
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
3 not measured: Financial health, Growth, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

4 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

MC filings, in plain words

Are Moelis & Co insiders buying or selling MC?

In the 180 days to 2026-10-27, Moelis & Co insiders were net sellers, a net $466.0K across purchases and sales reported on Form 4, by 2 sellers.

Are there planned insider sales of MC?

Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $466.0K of stock; the latest, by KENNETH SHROPSHIRE, was filed 2026-08-27.

Read the full summary

In the 180 days to 2026-10-27, Moelis & Co insiders were net sellers of MC, a net $466.0K across purchases and sales reported on Form 4 by 2 sellers. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $466.0K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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