Last updated: 29 July 2024 at 7:24pm EST

Joseph Simon Net Worth




The estimated Net Worth of Joseph Simon is at least $6.09 Million dollars as of 25 July 2024. Mr. Simon owns over 6,723 units of Moelis & Co stock worth over $421,465 and over the last 11 years he sold MC stock worth over $3,861,675. In addition, he makes $1,803,300 as Chief Financial Officer at Moelis & Co.

Mr. Simon MC stock SEC Form 4 insiders trading

Joseph has made over 20 trades of the Moelis & Co stock since 2017, according to the Form 4 filled with the SEC. Most recently he exercised 6,723 units of MC stock worth $421,465 on 25 July 2024.

The largest trade he's ever made was selling 34,301 units of Moelis & Co stock on 4 November 2020 worth over $1,318,187. On average, Joseph trades about 2,873 units every 32 days since 2014. As of 25 July 2024 he still owns at least 6,723 units of Moelis & Co stock.

You can see the complete history of Mr. Simon stock trades at the bottom of the page.





Joseph Simon biography

Joseph Simon serves as Chief Financial Officer of the Company. Mr. Simon has served as our Chief Financial Officer since 2010. Prior to joining our Company, Mr. Simon served as Chief Financial Officer of Financial Security Assurance from 2002 to 2010. Prior to joining Financial Security Assurance, Mr. Simon served as Chief Financial Officer of IntraLinks and TENTV.com from 2000 to 2002. Prior to that, Mr. Simon worked at Cantor Fitzgerald where he served as Chief Financial Officer, Global Controller and Global Head of Operations from 1993 to 1999. Before joining Cantor Fitzgerald, Mr. Simon was a Fixed Income Product and Legal Entity Controller at Morgan Stanley from 1986 to 1993. He began his career at Price Waterhouse from 1983 to 1986. Mr. Simon holds a B.S. from Cornell University and an M.B.A. from The University of Michigan. He is a Certified Public Accountant.

What is the salary of Joseph Simon?

As the Chief Financial Officer of Moelis & Co, the total compensation of Joseph Simon at Moelis & Co is $1,803,300. There are 6 executives at Moelis & Co getting paid more, with Navid Mahmoodzadegan having the highest compensation of $9,696,440.



How old is Joseph Simon?

Joseph Simon is 61, he's been the Chief Financial Officer of Moelis & Co since 2010. There are 4 older and 12 younger executives at Moelis & Co. The oldest executive at Moelis & Co is John Allison, 71, who is the Independent Director.

What's Joseph Simon's mailing address?

Joseph's mailing address filed with the SEC is 399 Park Ave, FL 5, New York, NY 10022, United States.

Insiders trading at Moelis & Co

Over the last 23 years, insiders at Moelis & Co have traded over $213,946,847 worth of Moelis & Co stock. The most active insiders traders include Kenneth Moelis, Navid Mahmoodzadegan, and Jeffrey Raich. On average, Moelis & Co executives and independent directors trade stock every 15 days with the average trade being worth of $3,010,562. The most recent stock trade was executed by Kenneth Shropshire on 31 July 2024, trading 495 units of MC stock currently worth $34,299.



What does Moelis & Co do?

moelis & company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. the firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. moelis & company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. the firm serves its clients with over 650 employees based in 17 offices in north and south america, europe, the middle east, asia and australia. for further information, please visit www.moelis.com.



What does Moelis & Co's logo look like?

Moelis & Co logo

Complete history of Mr. Simon stock trades at Moelis & Co

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
25 Jul 2024 Joseph Simon
Chief Financial Officer
Option 6,723 $66.82 $449,231
25 Jul 2024
6,723
29 Feb 2024 Joseph Simon
Chief Financial Officer
Sale 8,573 $54.13 $464,056
29 Feb 2024
0
21 Feb 2024 Joseph Simon
Chief Financial Officer
Option 16,723 $54.78 $916,086
21 Feb 2024
16,723
9 Feb 2024 Joseph Simon
Chief Financial Officer
Sale 10,720 $54.70 $586,384
9 Feb 2024
0
22 Feb 2023 Joseph Simon
Chief Financial Officer
Option 20,901 $43.32 $905,431
22 Feb 2023
20,901
14 Nov 2022 Joseph Simon
Chief Financial Officer
Sale 12,370 $45.98 $568,773
14 Nov 2022
0
23 Feb 2022 Joseph Simon
Chief Financial Officer
Option 24,119 $46.85 $1,129,975
23 Feb 2022
24,119
2 Dec 2021 Joseph Simon
Chief Financial Officer
Option 900 $62.89 $56,601
2 Dec 2021
900
23 Feb 2021 Joseph Simon
Chief Financial Officer
Option 24,713 $52.99 $1,309,542
23 Feb 2021
24,713
15 Dec 2020 Joseph Simon
Chief Financial Officer
Option 1,219 $45.80 $55,830
15 Dec 2020
1,219
9 Nov 2020 Joseph Simon
Chief Financial Officer
Sale 6,984 $38.10 $266,090
9 Nov 2020
0
4 Nov 2020 Joseph Simon
Chief Financial Officer
Sale 34,301 $38.43 $1,318,187
4 Nov 2020
6,984
31 Jul 2020 Joseph Simon
Chief Financial Officer
Option 12,829 $29.79 $382,176
31 Jul 2020
41,285
7 Feb 2020 Joseph Simon
Chief Financial Officer
Sale 10,846 $39.56 $429,068
7 Feb 2020
15,000
16 Dec 2019 Joseph Simon
Chief Financial Officer
Option 26,061 $31.58 $823,006
16 Dec 2019
40,213
29 Aug 2019 Joseph Simon
Chief Financial Officer
Option 17,528 $16.70 $292,718
29 Aug 2019
43,374
14 May 2018 Joseph Simon
Chief Financial Officer
Option 1,263 $19.45 $24,565
14 May 2018
1,263
9 May 2017 Joseph Simon
Chief Financial Officer
Option 1,263 $21.95 $27,723
9 May 2017
1,263
22 Feb 2017 Joseph Simon
Chief Financial Officer
Sale 3,097 $36.99 $114,558
22 Feb 2017
0
22 Feb 2017 Joseph Simon
Chief Financial Officer
Sale 3,097 $36.99 $114,558
22 Feb 2017
0


Moelis & Co executives and stock owners

Moelis & Co executives and other stock owners filed with the SEC include: