Joe Simon

Track

Insider profile

Currently holds a position at Moelis & Co

Performance

Overall performance
2.6
Performance over holding periods
2.6
30 days 90 days 120 days
Average return -0% 8.2% 15.1%
Success rate 42% 68% 82%
Transactions
19 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Chief Financial Officer Moelis & Co Jan. 1, 2010 -
Joe Simon's trades of Moelis & Co's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
285.23
Quantity 74,452 +5.2%
Value US$3,747,570
Transaction date
Proposed sale
Price
202.94
Quantity 47,460
Value US$1,568,714
Transaction date
Sale
Price
103.81
Quantity 28,545 +35.0%
Value US$4,755,572
Transaction date
Proposed sale
Price
64.00
Quantity 6,723
Value US$430,272
Transaction date
Sale
Price
54.13
Quantity 8,573 -100.0%
Value US$464,056
Transaction date
Proposed sale
Price
54.13
Quantity 8,573
Value US$464,075
Transaction date
Sale
Price
52.60
Quantity 8,149 -48.7%
Value US$428,637
Transaction date
Proposed sale
Price
52.60
Quantity 8,149
Value US$428,637
Transaction date
Sale
Price
54.50
Quantity 3,500 -100.0%
Value US$190,750
Transaction date
Sale
Price
54.70
Quantity 3,500 -50.0%
Value US$191,450
Transaction date
Sale
Price
54.90
Quantity 3,720 -34.7%
Value US$204,228
Transaction date
Proposed sale
Price
55.30
Quantity 10,720
Value US$592,816
Transaction date
Sale
Price
45.74
Quantity 5,976 -100.0%
Value US$273,342
Transaction date
Sale
Price
46.21
Quantity 6,394 -51.7%
Value US$295,467
Transaction date
Sale
Price
53.00
Quantity 13,189 -100.0%
Value US$699,017
Transaction date
Sale
Price
38.10
Quantity 6,984 -100.0%
Value US$266,090
Transaction date
Sale
Price
38.22
Quantity 5,062 -42.0%
Value US$193,470
Transaction date
Sale
Price
38.09
Quantity 10,872 -47.4%
Value US$414,114
Transaction date
Sale
Price
38.71
Quantity 10,600 -31.6%
Value US$410,326
Transaction date
Sale
Price
38.66
Quantity 7,767 -18.8%
Value US$300,272
Transaction date
Sale
Price
39.65
Quantity 5,846 -28.0%
Value US$231,794
Transaction date
Sale
Price
39.49
Quantity 2,535 -10.8%
Value US$100,107
Transaction date
Sale
Price
39.43
Quantity 2,465 -9.5%
Value US$97,195
Transaction date
Sale
Price
33.64
Quantity 17,528 -40.4%
Value US$589,617
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-02-21 2025-02-19
S Sale
74,452 +5.2%
285.23
US$3,747,570 		74,452 +5.2% 285.23 US$3,747,570
2025-02-19 2025-02-19
PrS Proposed sale
47,460
202.94
US$1,568,714 		47,460 202.94 US$1,568,714
2024-07-29 2024-07-25
S Sale
28,545 +35.0%
103.81
US$4,755,572 		28,545 +35.0% 103.81 US$4,755,572
2024-07-25 2024-07-25
PrS Proposed sale
6,723
64.00
US$430,272 		6,723 64.00 US$430,272
2024-03-01 2024-02-29
S Sale
8,573 -100.0%
54.13
US$464,056 		8,573 -100.0% 54.13 US$464,056
2024-02-29 2024-02-29
PrS Proposed sale
8,573
54.13
US$464,075 		8,573 54.13 US$464,075
2024-02-23 2024-02-21
S Sale
8,149 -48.7%
52.60
US$428,637 		8,149 -48.7% 52.60 US$428,637
2024-02-21 2024-02-21
PrS Proposed sale
8,149
52.60
US$428,637 		8,149 52.60 US$428,637
2024-02-13 2024-02-09
S Sale
3,500 -100.0%
54.50
US$190,750 		3,500 -100.0% 54.50 US$190,750
2024-02-13 2024-02-09
S Sale
3,500 -50.0%
54.70
US$191,450 		3,500 -50.0% 54.70 US$191,450
2024-02-13 2024-02-09
S Sale
3,720 -34.7%
54.90
US$204,228 		3,720 -34.7% 54.90 US$204,228
2024-02-09 2024-02-09
PrS Proposed sale
10,720
55.30
US$592,816 		10,720 55.30 US$592,816
2022-11-16 2022-11-14
S Sale
5,976 -100.0%
45.74
US$273,342 		5,976 -100.0% 45.74 US$273,342
2022-11-16 2022-11-14
S Sale
6,394 -51.7%
46.21
US$295,467 		6,394 -51.7% 46.21 US$295,467
2021-02-25 2021-02-23
S Sale
13,189 -100.0%
53.00
US$699,017 		13,189 -100.0% 53.00 US$699,017
2020-11-10 2020-11-09
S Sale
6,984 -100.0%
38.10
US$266,090 		6,984 -100.0% 38.10 US$266,090
2020-11-06 2020-11-05
S Sale
5,062 -42.0%
38.22
US$193,470 		5,062 -42.0% 38.22 US$193,470
2020-11-06 2020-11-05
S Sale
10,872 -47.4%
38.09
US$414,114 		10,872 -47.4% 38.09 US$414,114
2020-11-06 2020-11-04
S Sale
10,600 -31.6%
38.71
US$410,326 		10,600 -31.6% 38.71 US$410,326
2020-11-06 2020-11-04
S Sale
7,767 -18.8%
38.66
US$300,272 		7,767 -18.8% 38.66 US$300,272
2020-02-11 2020-02-10
S Sale
5,846 -28.0%
39.65
US$231,794 		5,846 -28.0% 39.65 US$231,794
2020-02-11 2020-02-07
S Sale
2,535 -10.8%
39.49
US$100,107 		2,535 -10.8% 39.49 US$100,107
2020-02-11 2020-02-07
S Sale
2,465 -9.5%
39.43
US$97,195 		2,465 -9.5% 39.43 US$97,195
2019-09-03 2019-08-29
S Sale
17,528 -40.4%
33.64
US$589,617 		17,528 -40.4% 33.64 US$589,617