| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Financial Officer
1 company
Joseph Simon last filed a Form 4 in March 2025, as Chief Financial Officer at MC. Joseph Simon's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Joseph Simon a below-average insider score of 43/100, based on 6 past trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -15.5%.
At the last filing, the largest reported position was 22,832 shares of MC. The MC filings lean toward selling, a net 157,869 shares.
Joseph Simon has 69 Form 4 filings on record from March 2017 to March 2025, all as Former Chief Financial Officer at Moelis & (MC), 2017–2025.
The 225 reported transactions were 161 option or other derivative awards, 25 open-market sales, 21 option exercises and 15 tax withholdings, plus smaller numbers of other types.
Counted by filing, the open-market trades come to no purchases and 16 sales worth about $7.3M.
The largest open-market sale was 34,301 shares of MC at an average $38.43 on November 5, 2020, about $1.3M.
None of the 5 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from March 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 19, 2025 | MC Moelis & Co | Chief Financial Officer | Sale+OE | 5,758 | $74.00 | $426,092.00 | -20.1% | -22.6% | -19.3% | |
| Jul 25, 2024 | MC Moelis & Co | Chief Financial Officer | Sale+OE | 6,723 | $64.00 | $430,272.00 | - | +2.1% | +5.4% | |
| Feb 29, 2024 | MC Moelis & Co | Chief Financial Officer | Sell | 8,573 | $54.13 | $464,056.49 | -100% | +2.9% | +30.7% | |
| Feb 21, 2024 | MC Moelis & Co | Chief Financial Officer | Sale+OE | 8,149 | $52.60 | $428,637.40 | -48.7% | +5.7% | +34.3% | |
| Feb 9, 2024 | MC Moelis & Co | Chief Financial Officer | Sell | 10,720 | $54.70 | $586,428.00 | -100% | -0.1% | +45.5% | |
| Nov 14, 2022 | MC Moelis & Co | Chief Financial Officer | Sell | 12,370 | $45.98 | $568,808.98 | -100% | +2.6% | -3.8% | |
| Feb 23, 2021 | MC Moelis & Co | Chief Financial Officer | Sale+OE | 13,189 | $53.00 | $699,017.00 | - | - | - | |
| Nov 9, 2020 | MC Moelis & Co | Chief Financial Officer | Sell | 6,984 | $38.10 | $266,090.40 | -100% | - | - | |
| Nov 5, 2020 | MC Moelis & Co | Chief Financial Officer | Sell | 34,301 | $38.43 | $1,318,182.34 | -83.1% | - | - | |
| Feb 10, 2020 | MC Moelis & Co | Chief Financial Officer | Sell | 10,846 | $39.56 | $429,096.00 | -42.0% | - | - |