| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Eric Cantor | Vice Chairman, Md | 236,948 | 0 | 23 Feb, 2026 |
| Kenneth Moelis | Executive Chairman | 209,310 | 0 | 03 Nov, 2025 |
| Navid Mahmoodzadegan | Co President, Md | 197,602 | 0 | 21 Feb, 2025 |
| Jeffrey Raich | Co President, Md | 54,794 | 0 | 21 Feb, 2025 |
| Joseph Simon | Chief Financial Officer | 28,591 | 0 | 21 Feb, 2025 |
| Joseph Simon | Chief Financial Officer | 22,832 | 0 | 21 Feb, 2025 |
| Ciafone Katherine Pilcher | Chief Operating Officer | 7,969 | 0 | 23 Feb, 2026 |
| Kenneth Shropshire | - | 7,109 | 0 | 27 Aug, 2025 |
| Osamu R. Watanabe | General Counsel, Secretary | 4,981 | 0 | 23 Feb, 2026 |
| Kenneth Shropshire | - | 2,661 | 0 | 24 Jun, 2025 |
| Laila Worrell | - | 2,540 | 0 | 24 Jun, 2025 |
| John A Allison | - | 2,484 | 0 | 04 Dec, 2024 |
| Christopher Callesano | Chief Financial Officer | 2,292 | 0 | 23 Feb, 2026 |
| Kenneth Shropshire | - | 2,174 | 0 | 30 Mar, 2026 |
| Laila Worrell | - | 2,075 | 0 | 30 Mar, 2026 |
| John A Allison | - | 1,970 | 0 | 04 Dec, 2024 |
| Kenneth Shropshire | - | 1,814 | 0 | 30 Mar, 2026 |
| Louise Mirrer | - | 1,732 | 0 | 30 Mar, 2026 |
| Laila Worrell | - | 1,732 | 0 | 30 Mar, 2026 |
| Thorold Barker | - | 1,649 | 0 | 30 Mar, 2026 |
| Kenneth Shropshire | - | 1,560 | 0 | 10 Jun, 2022 |
| John A Allison | - | 1,560 | 0 | 10 Jun, 2022 |
| Yolonda C Richardson | - | 1,560 | 0 | 10 Jun, 2022 |
| Kenneth Shropshire | - | 1,474 | 0 | 27 Jun, 2023 |
| Yolonda C Richardson | - | 1,429 | 0 | 27 Jun, 2023 |
| John A Allison | - | 1,429 | 0 | 27 Jun, 2023 |
| Laila Worrell | - | 949 | 0 | 30 Mar, 2026 |
| John A Allison | - | 809 | 0 | 04 Dec, 2024 |
| Laila Worrell | - | 363 | 0 | 24 Jun, 2024 |
| Laila Worrell | - | 335 | 0 | 24 Jun, 2024 |
| John A Allison | - | 335 | 0 | 24 Jun, 2024 |
| Kenneth Shropshire | - | 328 | 0 | 24 Jun, 2024 |
| John A Allison | - | 328 | 0 | 24 Jun, 2024 |
| Laila Worrell | - | 277 | 0 | 24 Jun, 2025 |
| John A Allison | - | 242 | 0 | 10 Jun, 2022 |
| Laila Worrell | - | 134 | 0 | 27 Jun, 2023 |
| Kenneth Shropshire | - | 107 | 0 | 30 Mar, 2026 |
| Yolonda C Richardson | - | 78 | 0 | 27 Jun, 2023 |
| Kenneth Shropshire | - | 76 | 0 | 24 Jun, 2024 |
| John A Allison | - | 67 | 0 | 27 Jun, 2023 |
| Kenneth Shropshire | - | 62 | 0 | 24 Jun, 2025 |
| Kenneth Shropshire | - | 61 | 0 | 23 Jun, 2022 |
| Louise Mirrer | - | 40 | 0 | 30 Mar, 2026 |
| Nick Riehl | Principal Accounting Officer | 36 | 0 | 23 Feb, 2026 |
| Kenneth Shropshire | - | 13 | 0 | 27 Jun, 2023 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 26 Mar, 2026 | Eric Cantor | 2021 Incentive RSUs | A | 82 | $0.00 | 7,057 | D | A |
| 26 Mar, 2026 | Thorold Barker | 2025 Annual Restricted Stock Units | A | 19 | - | 1,649 | D | A |
| 26 Mar, 2026 | Ciafone Katherine Pilcher | 2021 Incentive RSUs | A | 16 | $0.00 | 1,422 | D | A |
| 26 Mar, 2026 | Christopher Callesano | 2021 Incentive RSUs | A | 5 | $0.00 | 388 | D | A |
| 26 Mar, 2026 | Kenneth Shropshire | 2024 Annual Restricted Stock Units | A | 25 | - | 2,174 | D | A |
| 26 Mar, 2026 | Osamu R. Watanabe | 2021 Incentive RSUs | A | 25 | $0.00 | 2,122 | D | A |
| 26 Mar, 2026 | Louise Mirrer | 2024 Annual Restricted Stock Units | A | 15 | - | 1,280 | D | A |
| 26 Mar, 2026 | Nick Riehl | 2023 Long Term Incentive RSUs | A | 12 | $0.00 | 1,000 | D | A |
| 26 Mar, 2026 | Laila Worrell | 2024 Annual Restricted Stock Units | A | 24 | - | 2,075 | D | A |
| 26 Mar, 2026 | Louise Mirrer | 2024 Annual Restricted Stock Units | A | 0 | - | 40 | D | A |
| 26 Mar, 2026 | Laila Worrell | 2025 Annual Restricted Stock Units | A | 20 | - | 1,732 | D | A |
| 26 Mar, 2026 | Eric Cantor | 2022 Incentive RSUs | A | 205 | $0.00 | 17,702 | D | A |
| 26 Mar, 2026 | Ciafone Katherine Pilcher | 2022 Incentive RSUs | A | 47 | $0.00 | 4,047 | D | A |
| 26 Mar, 2026 | Osamu R. Watanabe | 2022 Incentive RSUs | A | 47 | $0.00 | 4,047 | D | A |
| 26 Mar, 2026 | Nick Riehl | 2024 Incentive RSUs | A | 2 | $0.00 | 190 | D | A |
| 26 Mar, 2026 | Kenneth Shropshire | 2025 Annual Restricted Stock Units | A | 21 | - | 1,814 | D | A |
| 26 Mar, 2026 | Christopher Callesano | 2022 Incentive RSUs | A | 14 | $0.00 | 1,224 | D | A |
| 26 Mar, 2026 | Osamu R. Watanabe | 2023 Incentive RSUs | A | 56 | $0.00 | 4,806 | D | A |
| 26 Mar, 2026 | Eric Cantor | 2023 Incentive RSUs | A | 237 | $0.00 | 20,426 | D | A |
| 26 Mar, 2026 | Louise Mirrer | 2025 Annual Restricted Stock Units | A | 20 | - | 1,732 | D | A |