{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-037643","form_type":"8-K","ticker":"MC","cik":"0001596967","company_name":"Moelis & Co","filed_at":"2025-02-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:04.117237+00:00","generated_at":"2026-05-26T01:49:53.329243+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"confidence":"high","headline":"Moelis promotes Christopher Callesano to CFO; Joseph Simon departs","bullets":["Callesano named CFO effective March 31, 2025, succeeding Joseph Simon.","Simon resigns after 15 years; will join Wachtell Lipton as CFO.","Nick Riehl appointed Principal Accounting Officer effective March 31, 2025.","Callesano has been with Moelis since 2010 as Principal Accounting Officer and Corporate Controller.","Transition period through May 2025 to ensure continuity."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-037643","json":"https://secwatch.observer/filing/0001193125-25-037643.json","markdown":"https://secwatch.observer/filing/0001193125-25-037643.md","text":"https://secwatch.observer/filing/0001193125-25-037643.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1596967/000119312525037643/0001193125-25-037643-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1596967/000119312525037643/d911219d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T01:49:53.329243+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"0b8ac237f0","claim":"Christopher Callesano was appointed as Chief Financial Officer at Moelis & Co.","evidence_excerpt":"On February 27, 2025, Moelis & Company (the “Company”) announced the appointment of Christopher Callesano to Chief Financial Officer effective March 31, 2025.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1596967/000119312525037643/0001193125-25-037643-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"18ff795ee8","claim":"Nick Riehl was appointed as Principal Accounting Officer at Moelis & Co.","evidence_excerpt":"Additionally, Nick Riehl, our current Head of Financial Reporting, has been appointed as Principal Accounting Officer effective March 31, 2025 succeeding Mr. Callesano in that role.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1596967/000119312525037643/0001193125-25-037643-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Principal Accounting Officer"}],"fact_type":"executive_change"},{"claim_id":"2b51a2671e","claim":"Joseph Simon resigned as Chief Financial Officer at Moelis & Co.","evidence_excerpt":"Mr. Simon provided notice of his resignation on February 25, 2025 and will be leaving the Company at the end of May.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1596967/000119312525037643/0001193125-25-037643-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}