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Joseph Simon

Chief Financial Officer
Total declarations
64
Company
1
▲ Purchases (0 ops.)
—
▼ Sales (26 ops.)
€6.6M

Latest filing published 21 Feb 2025 for Moelis & Co.

Filing timeline

BuySale
Joseph Simon

Insider track record

Disclosed buys
0
Disclosed sells
26

Not enough buy signals with a settled T+90 horizon to measure a track record yet.

Signal history

Joseph Simon: trading record in brief

Joseph Simon is a declared insider of Moelis & Company (finance chief), with filings sourced from SEC (Form 4). The record holds 64 filings, for trades running from 22 February 2017 to 19 February 2025.

Sales make up the whole of the open-market record (26 sales, €6.6M). Besides market trades, the filings include 17 share grants and 21 option exercises. Since January 2025: no purchases and 1 sale on the market.

The record was last updated on 21 February 2025 with a share grant (€96) in Moelis & Company. Filings reach the SEC (Form 4) feed a median of 2 days after the trade. US insiders must file a Form 4 within two business days of a trade. Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.

Companies and markets linked to Joseph Simon

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations10 total
  • ◇
    Chief Financial OfficerExecutivesMoelis & Co
    0SEC
    11,824.35 sharesClass A common StockSEC:0000950170-25-025105:0
  • ◇
    Chief Financial OfficerExecutivesMoelis & Co
    0SEC
    16,767 sharesClass A Common StockSEC:0000950170-25-024460:0
  • ◇
    Chief Financial OfficerExecutivesMoelis & Co
    0SEC
    6,723 sharesClass A Common StockSEC:0000950170-24-087449:0
  • ▼
    Chief Financial OfficerExecutivesMoelis & Co
    464,056 USD45SEC
    8,573 shares@ US$54.1347.4% of flowClass A Common StockSEC:0000950170-24-024103:0
  • ◇
    Chief Financial OfficerExecutivesMoelis & Co
    0SEC
    16,723.54 sharesClass A Common StockSEC:0000950170-24-019624:0
  • ▼
    Chief Financial OfficerExecutivesMoelis & Co
    204,228 USD42SEC
    3,720 shares@ US$54.9021.0% of flowClass A Common StockSEC:0000950170-24-014752:0
  • ◇
    Chief Financial OfficerExecutivesMoelis & Co
    0SEC
    20,901.46 sharesClass A Common StockSEC:0001209191-23-013001:0
  • ▼
    Chief Financial OfficerExecutivesMoelis & Co
    295,467 USD37SEC
    6,394 shares@ US$46.2131.7% of flowClass A Common StockSEC:0001209191-22-057426:0
  • ◇
    Chief Financial OfficerExecutivesMoelis & Co
    0SEC
    24,119.52 sharesClass A Common StockSEC:0001209191-22-012872:0
  • ◇
    Chief Financial OfficerExecutivesMoelis & Co
    0SEC
    900.01 sharesClass A Common StockSEC:0001209191-21-067854:0

10 of 10 declarations