Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CSX CORPCSX · Entity 442 | Director | February 26, 2026 | March 02, 2026 |
| MORGAN STANLEYMS · Entity 2815 | Global Head of Research | January 01, 2009 | January 09, 2009 |
| MSCI Inc.MSCI · Entity 3075 | Director | August 28, 2026 | September 01, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CSX CORP
Report date February 26, 2026 · Filed March 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCSX Corporation Directors Deferred Compensation | 32,450 |
Reported balance
After 2026-02-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 4,455 · Balance 32,450 F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2: Includes 440 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. |
| Common StockSEC Table I · non-derivative | Direct | 42,869 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 42,869 |
| Common StockSEC Table I · non-derivative | IndirectSpouse's 401(k) Account | 6,750 |
Reported balance
Holding disclosure · report date 2026-02-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,750 |
Filing footnotes · ownership attribution and instrument terms
F1: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan.
F2: Includes 440 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction.
F3: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan.
MORGAN STANLEY
Report date January 01, 2009 · Filed January 09, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 85,841 |
Reported balance
Holding disclosure · report date 2009-01-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 85,841 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan | 6,019.784 |
Reported balance
Holding disclosure · report date 2009-01-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 6,019.784 |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.34 · Expires 2009-01-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2009-01-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F1: Options become exercisable upon vesting. The award is fully exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.18 · Expires 2010-01-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2009-01-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F1: Options become exercisable upon vesting. The award is fully exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $55.61 · Expires 2011-01-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2009-01-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F1: Options become exercisable upon vesting. The award is fully exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.53 · Expires 2012-01-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2009-01-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F1: Options become exercisable upon vesting. The award is fully exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.22 · Expires 2013-01-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2009-01-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F1: Options become exercisable upon vesting. The award is fully exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.19 · Expires 2014-01-02 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2009-01-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance Not disclosed F1: Options become exercisable upon vesting. The award is fully exercisable. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.73 · Expires 2016-12-12 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2009-01-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance Not disclosed F2: Options become exercisable upon vesting. 50% of the award will vest on January 2, 2009 and 50% will vest on January 2, 2010. |
Filing footnotes · ownership attribution and instrument terms
F1: Options become exercisable upon vesting. The award is fully exercisable.
F2: Options become exercisable upon vesting. 50% of the award will vest on January 2, 2009 and 50% will vest on January 2, 2010.
MSCI Inc.
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,998 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 8 · Balance 20,998 F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 28, 2026 Filed Sep 1, 2026 20:14 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 8 | $0.00 | $0.00 |
DisclosureSEC source: 0001366334-26-000010 · wk-form4_1788293679.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,998 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. 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 |
| May 29, 2026 Filed Jun 2, 2026 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 7 | $0.00 | $0.00 |
DisclosureSEC source: 0001366334-26-000008 · wk-form4_1780430699.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,990 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. 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 |
| May 01, 2026 Filed May 5, 2026 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001366334-26-000006 · wk-form4_1778011591.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,983 F1 · shares: Restricted stock units vesting on May 1, 2027. 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 27, 2026 Filed Mar 3, 2026 21:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001366334-26-000002 · wk-form4_1772571805.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,595 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 26, 2026 Filed Mar 2, 2026 22:51 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-085885 · ownership.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Disclosed balance after: 32,450 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: Includes 440 shares acquired through the reinvestment of dividends since February 14, 2025, the date of the last reportable transaction. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:10 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001366334-25-000005 · wk-form4_1764709856.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,589 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 |
| August 29, 2025 Filed Sep 2, 2025 20:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000184 · wk-form4_1756843376.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,583 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 |
| May 30, 2025 Filed Jun 3, 2025 20:00 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000163 · wk-form4_1748980828.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,577 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 |
| May 01, 2025 Filed May 5, 2025 20:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000141 · wk-form4_1746475416.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,571 F1 · shares: Restricted stock units vesting on May 1, 2026. 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 28, 2025 Filed Mar 4, 2025 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000080 · wk-form4_1741122135.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,186 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 14, 2025 Filed Feb 19, 2025 23:13 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 5,694 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-023448 · ownership.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Disclosed balance after: 27,555 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: Includes 307 shares acquired through the reinvestment of dividends since February 16, 2024, the date of the last reportable transaction. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 21:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000181 · wk-form4_1733259661.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,182 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 |
| August 30, 2024 Filed Sep 4, 2024 20:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000158 · wk-form4_1725480220.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,178 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 |
| May 31, 2024 Filed Jun 4, 2024 20:24 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000118 · wk-form4_1717532645.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,174 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 |
| May 01, 2024 Filed May 3, 2024 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000111 · wk-form4_1714766728.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,170 F1 · shares: Restricted stock units vesting on May 1, 2025. 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 21:16 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC 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 16, 2024 Filed Feb 21, 2024 02:01 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,902 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017476 · ownership.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · CSX Corporation Directors Deferred Compensation Disclosed balance after: 21,554 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: Includes 229 shares acquired through the reinvestment of dividends since February 14, 2023, the date of the last reportable transaction. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-23-000071 · wk-form4_1701723631.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,717 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 |
| August 31, 2023 Filed Sep 5, 2023 20:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-048121 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,714 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 |
| May 31, 2023 Filed Jun 2, 2023 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033664 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,713 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 |
| May 01, 2023 Filed May 3, 2023 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026924 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,710 F1 · shares: Restricted stock units vesting on May 1, 2024. 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 28, 2023 Filed Mar 2, 2023 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014579 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,327 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 14, 2023 Filed Feb 17, 2023 00:51 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 5,688 | $31.65 | $180,025.20 |
DisclosureSEC source: 0001209191-23-010292 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Directors Deferred Compensation Plan Disclosed balance after: 16,423 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: On June 30, 2022, pursuant to the Reporting Person's pre-established deferral election, 32,849 shares were distributed from the Reporting Person's CSX Directors Deferred Compensation Plan account to the Reporting Person's direct ownership account with the Company's transfer agent. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059388 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,326 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 |
| August 31, 2022 Filed Sep 2, 2022 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048475 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,325 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 |
| May 31, 2022 Filed Jun 2, 2022 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033487 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,324 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 |
| May 01, 2022 Filed May 3, 2022 20:32 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026744 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,323 F1 · shares: Restricted stock units vesting on May 1, 2023. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan (the "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 16, 2022 Filed Feb 18, 2022 21:32 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 4,803 | $35.17 | $168,921.51 |
DisclosureSEC source: 0001209191-22-011298 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Directors Deferred Compensation Plan Disclosed balance after: 43,242 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · balance_after: On June 28, 2021, the common stock of CSX Corporation split 3-for-1, resulting in the reporting person's ownership of 25,334 additional shares. F3 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| May 01, 2021 Filed May 4, 2021 20:07 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029844 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,884 F1 · shares: Restricted stock units vesting on May 1, 2022. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan (the "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 10, 2021 Filed Feb 12, 2021 22:15 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 1,910 | $88.18 | $168,423.80 |
DisclosureSEC source: 0001209191-21-010234 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Directors Deferred Compensation Plan Disclosed balance after: 12,667 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| May 01, 2020 Filed May 5, 2020 21:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027188 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,545 F1 · shares: Restricted stock units vesting on May 1, 2021. Read SEC document |
| February 12, 2020 Filed Feb 13, 2020 21:50 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,226 | $79.49 | $176,944.74 |
DisclosureSEC source: 0001209191-20-009278 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Directors Deferred Compensation Plan Disclosed balance after: 10,603 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2019 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the applicable deferral election under the Plan. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:22 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027360 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,041 F1 · shares: Restricted stock units vesting on May 1, 2020. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 21:21 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,426 | $68.09 | $165,186.34 |
DisclosureSEC source: 0001209191-19-008500 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Directors Deferred Compensation Plan Disclosed balance after: 8,269 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| May 01, 2018 Filed May 3, 2018 21:26 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027739 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,332 F1 · shares: Restricted stock units vesting on May 1, 2019. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 18:34 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,741 | $52.97 | $145,190.77 |
DisclosureSEC source: 0001209191-18-008755 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · CSX Directors Deferred Compensation Plan Disclosed balance after: 5,764 F1 · shares: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. F2 · ownership.nature: By Trustee, CSX Directors Deferred Compensation Plan (the "Plan"). The shares are payable after the reporting person ceases to be a director or otherwise pursuant to the terms of the Plan. Read SEC document |
| December 07, 2017 Filed Jan 30, 2018 21:42 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006025 · doc5.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,265 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on December 7, 2017. F2 · balance_after: The reported shares reflect ownership as of December 31, 2017. Read SEC document |
| May 01, 2017 Filed May 2, 2017 21:51 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029325 · doc4.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,365 F1 · shares: Restricted stock units vesting on May 1, 2018. Read SEC document |
| March 06, 2017 Filed Mar 9, 2017 01:40 UTC | CSX CORP CSX · Entity 442 | GrantCommon Stock | 2,990 | $41.84 | $125,101.60 |
DisclosureSEC source: 0000950103-17-002326 · dp73907_4-riefler.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,330 F1 · price: Exempt payment of director's fees and/or annual retainer in the form of CSX Common Stock pursuant to the 2010 CSX Stock and Incentive Award Plan. Read SEC document |
| August 10, 2016 Filed Feb 8, 2017 22:50 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008844 · doc5.xml · nonDerivative · entry 1 RIEFLER LINDA H · CIK 0001366334 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,970 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on August 10, 2016. F2 · balance_after: The reported shares reflect ownership as of December 31, 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.