Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Director | December 31, 2019 | January 28, 2020 |
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.
MSCI Inc.
Report date December 31, 2019 · Filed January 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,854 |
Reported balance
After 2019-12-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-12-02 · Gift · Disposed 400 · Balance 29,854 F1: Charitable gift to an educational institution on behalf of the reporting person on December 2, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 29,654 |
Reported balance
After 2019-12-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2019-12-02 · Gift · Disposed 200 · Balance 29,654 F1: Charitable gift to an educational institution on behalf of the reporting person on December 2, 2019. |
| Common StockSEC Table I · non-derivative | Direct | 29,554 |
Reported balance
After 2019-12-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2019-12-03 · Gift · Disposed 100 · Balance 29,554 F2: Charitable gift to an educational institution on behalf of the reporting person on December 3, 2019. F3: The reported shares reflect ownership as of December 31, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Charitable gift to an educational institution on behalf of the reporting person on December 2, 2019.
F2: Charitable gift to an educational institution on behalf of the reporting person on December 3, 2019.
F3: The reported shares reflect ownership as of December 31, 2019.
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 |
|---|---|---|---|---|---|---|
| December 03, 2019 Filed Jan 28, 2020 22:19 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005220 · doc5.xml · nonDerivative · entry 3 Siguler George W · CIK 0001318209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,554 F2 · shares: Charitable gift to an educational institution on behalf of the reporting person on December 3, 2019. F3 · balance_after: The reported shares reflect ownership as of December 31, 2019. Read SEC document |
| December 02, 2019 Filed Jan 28, 2020 22:19 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005220 · doc5.xml · nonDerivative · entry 2 Siguler George W · CIK 0001318209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,654 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on December 2, 2019. Read SEC document |
| December 02, 2019 Filed Jan 28, 2020 22:19 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-005220 · doc5.xml · nonDerivative · entry 1 Siguler George W · CIK 0001318209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,854 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on December 2, 2019. Read SEC document |
| May 01, 2019 Filed May 3, 2019 20:21 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-027354 · doc4.xml · nonDerivative · entry 1 Siguler George W · CIK 0001318209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,254 F1 · shares: Restricted stock units vesting on May 1, 2020. 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: 0001209191-18-027743 · doc4.xml · nonDerivative · entry 1 Siguler George W · CIK 0001318209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,545 F1 · shares: Restricted stock units vesting on May 1, 2019. Read SEC document |
| May 01, 2017 Filed May 2, 2017 21:53 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,395 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029328 · doc4.xml · nonDerivative · entry 1 Siguler George W · CIK 0001318209 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,478 F1 · shares: Restricted stock units vesting on May 1, 2018. 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.