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MSCI

MSCI Inc.

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Tapewire entity
3075
SEC CIK
0001408198
Parsed reports
530

Last 12 months

Inside the activity.

32 purchase rows · 7 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 2025191
Jan 202600
Feb 202650
Mar 202601
Apr 202602
May 202670
Jun 202601
Jul 202600
Aug 202600
Sep 202610
Oct 202601

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
GiftCommon Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 15

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 15,400

F13 · shares: Bona fide gift by the Reporting Person to his younger son.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
GiftCommon Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 14

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,745,267

F13 · shares: Bona fide gift by the Reporting Person to his younger son.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
GiftCommon Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 13

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Son

Disclosed balance after: 15,400

F12 · shares: Bona fide gift by the Reporting Person to his older son.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
GiftCommon Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 12

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,752,767

F12 · shares: Bona fide gift by the Reporting Person to his older son.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
GiftCommon Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 11

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Daughter

Disclosed balance after: 15,400

F10 · shares: Bona fide gift by the Reporting Person to his daughter.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
GiftCommon Stock 7,500 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 10

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,760,267

F10 · shares: Bona fide gift by the Reporting Person to his daughter.

F11 · balance_after: The balance shown reflects the transfer of 251,543 shares previously indirectly held by The Henry Fernandez 2022 MSCI Annuity Trust, a grantor retained annuity trust established by the Reporting Person, following the termination of The Henry Fernandez 2022 MSCI Annuity Trust, to direct holdings by the Reporting Person.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 1,644 $469.66 $772,121.04
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 9

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 327,479

F9 · price: This transaction was executed in multiple trades at prices ranging from $469.06 to $470.00. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 4,294 $468.52 $2,011,824.88
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 8

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 325,835

F8 · price: This transaction was executed in multiple trades at prices ranging from $468.04 to $469.03. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 988 $467.24 $461,633.12
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 7

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 321,541

F7 · price: This transaction was executed in multiple trades at prices ranging from $467.04 to $468.03. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 760 $465.74 $353,962.40
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 6

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 320,553

F6 · price: This transaction was executed in multiple trades at prices ranging from $465.35 to $466.06. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 1,600 $464.55 $743,280.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 5

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 319,793

F5 · price: This transaction was executed in multiple trades at prices ranging from $463.92 to $464.86. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 863 $462.96 $399,534.48
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 4

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 318,193

F4 · price: This transaction was executed in multiple trades at prices ranging from $462.80 to $463.56. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 1,445 $461.92 $667,474.40
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 3

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 317,330

F3 · price: This transaction was executed in multiple trades at prices ranging from $461.39 to $462.32. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 906 $460.69 $417,385.14
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 2

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 315,885

F2 · price: This transaction was executed in multiple trades at prices ranging from $460.25 to $461.07. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Fernandez Henry ADirector · Chairman and CEO
PurchaseCommon Stock 500 $459.48 $229,740.00
Disclosure

SEC source: 0001408198-24-000081 · wk-form4_1714137587.xml · nonDerivative · entry 1

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Fernandez 2007 Children's Trust

Disclosed balance after: 314,979

F1 · price: This transaction was executed in multiple trades at prices ranging from $459.24 to $459.64. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 09:19 UTC
Pettit CD BaerDirector · President & COO
PurchaseCommon Stock 7,500 $459.41 $3,445,575.00
Disclosure

SEC source: 0001408198-24-000080 · wk-form4_1714137545.xml · nonDerivative · entry 1

Pettit CD Baer · CIK 0001416752 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 291,038

F1 · price: This transaction was executed in multiple trades at prices ranging from $459.25 to $459.78. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 20:52 UTC GrantCommon Stock 46 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000065 · wk-form4_1710363168.xml · nonDerivative · entry 1

Desai Chirantan Jitendra · CIK 0001661430 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46

F1 · shares: Restricted stock units vesting on May 1, 2024.

Read SEC document
March 04, 2024 Filed Mar 6, 2024 21:29 UTC GiftCommon Stock 90 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000045 · wk-form4_1709760542.xml · nonDerivative · entry 1

Ashe Robert G. · CIK 0001414310 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote 2

Disclosed balance after: 16,449

F1 · shares: Charitable gift to a non-profit organization on behalf of an entity over which the Reporting Person retains sole investment and voting control.

F2 · ownership.nature: The reported shares of the Issuer are directly held by 1000396766 Ontario Inc. ("Ontario Inc."), an entity over which the Reporting Person retains sole investment and voting control. The common shares of Ontario Inc. are held by the Ashe Trust, a trust of which the Reporting Person and his spouse are trustees and the Reporting Person, his spouse and his children are beneficiaries.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:27 UTC
Taneja RajatDirector
GrantCommon Stock 4 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000042 · wk-form4_1709587274.xml · nonDerivative · entry 1

Taneja Rajat · CIK 0001532601 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,744

F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2025 and the 60th day after such Reporting Person's "separation from service" as a director.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:16 UTC GrantCommon Stock 3 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000041 · wk-form4_1709586777.xml · nonDerivative · entry 1

RIEFLER LINDA H · CIK 0001366334 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,720

F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:10 UTC GrantCommon Stock 2 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000040 · wk-form4_1709586359.xml · nonDerivative · entry 1

Matlock Robin · CIK 0001781215 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 773

F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 21:04 UTC GrantCommon Stock 58 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000039 · wk-form4_1709586178.xml · nonDerivative · entry 1

Kinney Catherine R · CIK 0001205054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,314

F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director.

F2 · balance_after: The balance shown reflects the transfer of 4,114 shares previously indirectly held by the Catherine R. Kinney 2021 GRAT No. 2 (the "2021 GRAT"), a grantor retained annuity trust established by the Reporting Person, and the transfer of 1,685 shares previously held by the Catherine R. Kinney 2022 GRAT (the "2022 GRAT"), to direct holdings by the Reporting Person following scheduled annuity payments from the 2021 GRAT and the 2022 GRAT.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:06 UTC
Wiechmann Andrew C.Chief Financial Officer
Tax withholdingCommon Stock 424 $583.39 $247,357.36
Disclosure

SEC source: 0001408198-24-000023 · wk-form4_1707339995.xml · nonDerivative · entry 4

Wiechmann Andrew C. · CIK 0001769683 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,874

F4 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 765 PSUs granted on February 4, 2021 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:06 UTC
Wiechmann Andrew C.Chief Financial Officer
GrantCommon Stock 765 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000023 · wk-form4_1707339995.xml · nonDerivative · entry 3

Wiechmann Andrew C. · CIK 0001769683 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,298

F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:06 UTC
Wiechmann Andrew C.Chief Financial Officer
Tax withholdingCommon Stock 726 $583.39 $423,541.14
Disclosure

SEC source: 0001408198-24-000023 · wk-form4_1707339995.xml · nonDerivative · entry 2

Wiechmann Andrew C. · CIK 0001769683 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,533

F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,356 PSUs granted on February 7, 2019 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:06 UTC
Wiechmann Andrew C.Chief Financial Officer
GrantCommon Stock 1,356 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000023 · wk-form4_1707339995.xml · nonDerivative · entry 1

Wiechmann Andrew C. · CIK 0001769683 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,259

F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:07 UTC
Gutowski Robert J.General Counsel
Tax withholdingCommon Stock 391 $583.39 $228,105.49
Disclosure

SEC source: 0001408198-24-000024 · wk-form4_1707340028.xml · nonDerivative · entry 4

Gutowski Robert J. · CIK 0001797266 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,917

F4 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 765 PSUs granted on February 4, 2021 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:07 UTC
Gutowski Robert J.General Counsel
GrantCommon Stock 765 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000024 · wk-form4_1707340028.xml · nonDerivative · entry 3

Gutowski Robert J. · CIK 0001797266 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,308

F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:07 UTC
Gutowski Robert J.General Counsel
Tax withholdingCommon Stock 641 $583.39 $373,952.99
Disclosure

SEC source: 0001408198-24-000024 · wk-form4_1707340028.xml · nonDerivative · entry 2

Gutowski Robert J. · CIK 0001797266 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,543

F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,356 PSUs granted on February 7, 2019 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:07 UTC
Gutowski Robert J.General Counsel
GrantCommon Stock 1,356 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000024 · wk-form4_1707340028.xml · nonDerivative · entry 1

Gutowski Robert J. · CIK 0001797266 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,184

F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 20:09 UTC
Fernandez Henry ADirector · Chairman and CEO
Tax withholdingCommon Stock 4,036 $583.39 $2,354,562.04
Disclosure

SEC source: 0001408198-24-000027 · wk-form4_1707354557.xml · nonDerivative · entry 4

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,516,224

F5 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 7,298 PSUs granted on February 4, 2021 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 20:09 UTC
Fernandez Henry ADirector · Chairman and CEO
GrantCommon Stock 7,298 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000027 · wk-form4_1707354557.xml · nonDerivative · entry 3

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,520,260

F4 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 20:09 UTC
Fernandez Henry ADirector · Chairman and CEO
Tax withholdingCommon Stock 46,465 $583.39 $27,107,216.35
Disclosure

SEC source: 0001408198-24-000027 · wk-form4_1707354557.xml · nonDerivative · entry 2

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,512,962

F3 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 84,022 PSUs granted on February 7, 2019 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 20:09 UTC
Fernandez Henry ADirector · Chairman and CEO
GrantCommon Stock 84,022 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000027 · wk-form4_1707354557.xml · nonDerivative · entry 1

Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,559,427

F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024.

F2 · balance_after: The balance shown reflects the transfer of 251,566 shares previously indirectly held by The Henry Fernandez 2022 MSCI Annuity Trust, a grantor retained annuity trust ("GRAT") established by the Reporting Person, to direct holdings by the Reporting Person following a scheduled annuity payment from the GRAT.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:08 UTC
Pettit CD BaerDirector · President & COO
Tax withholdingCommon Stock 1,830 $583.39 $1,067,603.70
Disclosure

SEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 4

Pettit CD Baer · CIK 0001416752 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 283,538

F4 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 3,892 PSUs granted on February 4, 2021 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:08 UTC
Pettit CD BaerDirector · President & COO
GrantCommon Stock 3,892 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 3

Pettit CD Baer · CIK 0001416752 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 285,368

F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024.

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:08 UTC
Pettit CD BaerDirector · President & COO
Tax withholdingCommon Stock 10,936 $583.39 $6,379,953.04
Disclosure

SEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 2

Pettit CD Baer · CIK 0001416752 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 281,476

F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 23,266 PSUs granted on February 7, 2019 (includes the performance adjustment as described above).

Read SEC document
February 05, 2024 Filed Feb 7, 2024 16:08 UTC
Pettit CD BaerDirector · President & COO
GrantCommon Stock 23,266 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 1

Pettit CD Baer · CIK 0001416752 · Director · President & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 292,412

F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024.

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February 05, 2024 Filed Feb 7, 2024 21:08 UTC
Crum Scott AChief Human Resources Officer
Tax withholdingCommon Stock 588 $583.39 $343,033.32
Disclosure

SEC source: 0001408198-24-000025 · wk-form4_1707340073.xml · nonDerivative · entry 4

Crum Scott A · CIK 0001204559 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,831

F4 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,021 PSUs granted on February 4, 2021 (includes the performance adjustment as described above).

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February 05, 2024 Filed Feb 7, 2024 21:08 UTC
Crum Scott AChief Human Resources Officer
GrantCommon Stock 1,021 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000025 · wk-form4_1707340073.xml · nonDerivative · entry 3

Crum Scott A · CIK 0001204559 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,419

F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024.

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February 05, 2024 Filed Feb 7, 2024 21:08 UTC
Crum Scott AChief Human Resources Officer
Tax withholdingCommon Stock 3,272 $583.39 $1,908,852.08
Disclosure

SEC source: 0001408198-24-000025 · wk-form4_1707340073.xml · nonDerivative · entry 2

Crum Scott A · CIK 0001204559 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,398

F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 5,686 PSUs granted on February 7, 2019 (includes the performance adjustment as described above).

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February 05, 2024 Filed Feb 7, 2024 21:08 UTC
Crum Scott AChief Human Resources Officer
GrantCommon Stock 5,686 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000025 · wk-form4_1707340073.xml · nonDerivative · entry 1

Crum Scott A · CIK 0001204559 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,670

F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024.

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February 04, 2024 Filed Feb 6, 2024 16:07 UTC
Wiechmann Andrew C.Chief Financial Officer
Tax withholdingCommon Stock 87 $593.06 $51,596.22
Disclosure

SEC source: 0001408198-24-000015 · wk-form4_1707253598.xml · nonDerivative · entry 1

Wiechmann Andrew C. · CIK 0001769683 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,903

F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the third tranche of 215 restricted stock units granted on February 4, 2021.

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February 04, 2024 Filed Feb 6, 2024 16:06 UTC
Gutowski Robert J.General Counsel
Tax withholdingCommon Stock 78 $593.06 $46,258.68
Disclosure

SEC source: 0001408198-24-000014 · wk-form4_1707253567.xml · nonDerivative · entry 1

Gutowski Robert J. · CIK 0001797266 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,828

F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the third tranche of 215 restricted stock units granted on February 4, 2021.

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February 04, 2024 Filed Feb 6, 2024 21:05 UTC
Crum Scott AChief Human Resources Officer
Tax withholdingCommon Stock 293 $593.06 $173,766.58
Disclosure

SEC source: 0001408198-24-000013 · wk-form4_1707253536.xml · nonDerivative · entry 1

Crum Scott A · CIK 0001204559 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,984

F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the second tranche of 506 restricted stock units granted on February 4, 2021.

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February 01, 2024 Filed Feb 5, 2024 16:02 UTC
Wiechmann Andrew C.Chief Financial Officer
GrantCommon Stock 1,329 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000009 · wk-form4_1707166951.xml · nonDerivative · entry 1

Wiechmann Andrew C. · CIK 0001769683 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,990

F1 · shares: Restricted stock units ("RSUs") that are expected to vest and convert to shares on the third anniversary of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock.

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February 01, 2024 Filed Feb 5, 2024 16:02 UTC
Gutowski Robert J.General Counsel
GrantCommon Stock 727 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000008 · wk-form4_1707166911.xml · nonDerivative · entry 1

Gutowski Robert J. · CIK 0001797266 · General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,906

F1 · shares: Restricted stock units ("RSUs") that are expected to vest and convert to shares on the third anniversary of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock.

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February 01, 2024 Filed Feb 5, 2024 21:01 UTC
Crum Scott AChief Human Resources Officer
GrantCommon Stock 1,003 $0.00 $0.00
Disclosure

SEC source: 0001408198-24-000007 · wk-form4_1707166872.xml · nonDerivative · entry 1

Crum Scott A · CIK 0001204559 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,277

F1 · shares: Restricted stock units ("RSUs") that are expected to vest and convert to shares on the third anniversary of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock.

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November 30, 2023 Filed Dec 4, 2023 21:03 UTC GrantCommon Stock 54 $0.00 $0.00
Disclosure

SEC source: 0001408198-23-000074 · wk-form4_1701723822.xml · nonDerivative · entry 1

Kinney Catherine R · CIK 0001205054 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,457

F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the 60th day after such Reporting Person's "separation from service" as a director.

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November 30, 2023 Filed Dec 4, 2023 21:02 UTC
Taneja RajatDirector
GrantCommon Stock 4 $0.00 $0.00
Disclosure

SEC source: 0001408198-23-000073 · wk-form4_1701723756.xml · nonDerivative · entry 1

Taneja Rajat · CIK 0001532601 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,740

F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2025 and the 60th day after such Reporting Person's "separation from service" as a director.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.