Moelis & Co·4

Jun 23, 5:49 PM ET

Callesano Christopher 4

4 · Moelis & Co · Filed Jun 23, 2026

Research Summary

AI-generated summary of this filing

Updated

Moelis (MC) CFO Christopher Callesano Receives RSU Award

What Happened Christopher Callesano, Chief Financial Officer of Moelis & Co. (MC), received four grants of Restricted Stock Units (RSUs) on June 18, 2026 totaling 40.8 RSUs (3.76 + 11.84 + 12.21 + 12.99). Each award was granted at $0.00 (no cash paid at grant); the RSUs are derivative awards that will settle into Class A common stock or a cash equivalent per the company’s election.

Key Details

  • Transaction date: June 18, 2026; Form 4 filed: June 23, 2026 (filed 5 days after the transaction date — appears later than the typical 2-business-day Section 16 filing window).
  • Grant amounts: 3.76, 11.84, 12.21 and 12.99 RSUs (total 40.8 RSUs); grant price reported as $0.00.
  • Shares owned after transaction: not specified in the provided excerpt (see the full Form 4 for total holdings).
  • Footnotes of note:
    • F1: Each RSU represents the right to receive either one Class A share or a cash amount equal to the share’s fair market value upon settlement.
    • F2–F5: These RSUs were issued as dividend equivalents tied to unvested Incentive RSUs granted in 2022, 2023, 2024 and 2025; they will vest concurrently with the underlying unvested RSUs.

Context These entries are compensation awards (not open-market purchases or sales) and reflect equity compensation practices; they do not by themselves indicate a buy/sell signal. As derivative RSUs, value is realized only upon vesting/settlement, at which time shares or cash are delivered per the company’s terms.

Insider Transaction Report

Form 4
Period: 2026-06-18
Callesano Christopher
Chief Financial Officer
Transactions
  • Award

    2021 Incentive RSUs

    [F1][F2]
    2026-06-18+3.76392.16 total
    Exercise: $0.00Class A Common Stock (3.76 underlying)
  • Award

    2022 Incentive RSUs

    [F1][F3]
    2026-06-18+11.841,235.98 total
    Exercise: $0.00Class A Common Stock (11.84 underlying)
  • Award

    2023 Incentive RSUs

    [F1][F4]
    2026-06-18+12.211,273.92 total
    Exercise: $0.00Class A Common Stock (12.21 underlying)
  • Award

    2024 Incentive RSUs

    [F1][F5]
    2026-06-18+12.991,356.02 total
    Exercise: $0.00Class A Common Stock (12.99 underlying)
Footnotes (5)
  • [F1]Each Restricted Stock Unit (RSU) represents the right to receive upon settlement either, at Moelis & Company's option, a share of Class A common stock or an amount of cash equal to the fair market value of such share.
  • [F2]Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 17, 2022 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
  • [F3]Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 16, 2023 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
  • [F4]Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 15, 2024 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
  • [F5]Incentive RSUs were issued as dividend equivalents on the holder's unvested underlying Incentive RSUs issued on February 13, 2025 (and dividend equivalents subsequently issued thereon). The dividend equivalent Incentive RSUs will vest concurrently with the vesting of the unvested underlying Incentive RSUs.
Signature
/s/ Osamu Watanabe as attorney-in-fact for Christopher Callesano|2026-06-23

Documents

1 file
  • 4
    ownership.xmlPrimary

    4