Form 4: Moelis Director Worrell Acquires Dividend RSUs

Moelis & Co Director Laila Worrell acquired additional Restricted Stock Units as dividend equivalents, increasing her beneficial ownership.

Summary

• Laila Worrell, a Director at Moelis & Co, acquired additional Restricted Stock Units (RSUs) on September 18, 2025.
• These acquisitions represent dividend equivalents on previously issued underlying Annual and Elective RSUs.
• Worrell acquired 16.84 2024 Annual RSUs, increasing her beneficial ownership of this class to 2,031.47 units.
• She also acquired 14.05 2025 Annual RSUs, bringing her beneficial ownership to 1,695.05 units.
• Additionally, 15.39 2025 Elective RSUs were acquired, resulting in a beneficial ownership of 1,856.39 units for this class.
• Each RSU represents the right to receive one share of Class A Common Stock.
• The dividend equivalent RSUs will vest concurrently with their respective underlying RSUs.

Sentiment

Score: 6

Explanation: Slightly positive due to increased insider ownership and the routine nature of compensation, indicating stability in compensation practices.

Positives

• Director Laila Worrell increased her beneficial ownership in Moelis & Co through the acquisition of Restricted Stock Units.
• The acquisition of RSUs as dividend equivalents indicates a routine and established compensation mechanism for directors.
• Increased insider ownership can further align management interests with those of shareholders.

Future Outlook

The acquired dividend equivalent Restricted Stock Units will vest concurrently with the vesting of their respective underlying Annual and Elective RSUs.

Industry Context

This Form 4 details a routine insider transaction related to equity compensation for a director at an investment banking advisory firm. Such compensation structures are common across the financial services industry to align executive and director interests with shareholder value.

Related Party Transactions

• The acquisition of Restricted Stock Units by a director constitutes a related party transaction in the form of equity compensation.

Stakeholder Impact

• Shareholders: Increased alignment of director interests with shareholder value through equity ownership.
• Employees: No direct impact on general employees is indicated.
• Customers: No direct impact on customers is indicated.
• Suppliers: No direct impact on suppliers is indicated.
• Creditors: No direct impact on creditors is indicated.

Next Steps

• The dividend equivalent RSUs will vest concurrently with the underlying Annual and Elective RSUs.

Key Dates

Keywords

Moelis & Co, MC, Laila Worrell, Form 4, Insider Transaction, Restricted Stock Units, RSU, Director Compensation, Equity Compensation, Dividend Equivalents