Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Chief Operating Officer | December 16, 2019 | December 18, 2019 |
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 16, 2019 · Filed December 18, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,115 |
Reported balance
After 2019-12-16 transaction · row 1
1 source rowRow 1 · 2019-12-16 · Tax withholding · Disposed 11,672 · Balance 94,115 F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 24,832 restricted stock units granted on December 16, 2016 which performance vested on February 2, 2018 upon certification by the Compensation & Talent Management Committee of a certain performance metric for the 2017 fiscal year. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 24,832 restricted stock units granted on December 16, 2016 which performance vested on February 2, 2018 upon certification by the Compensation & Talent Management Committee of a certain performance metric for the 2017 fiscal year.
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 16, 2019 Filed Dec 18, 2019 22:18 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 11,672 | $261.19 | $3,048,609.68 |
DisclosureSEC source: 0001209191-19-061158 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,115 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 24,832 restricted stock units granted on December 16, 2016 which performance vested on February 2, 2018 upon certification by the Compensation & Talent Management Committee of a certain performance metric for the 2017 fiscal year. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 21:36 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 6,000 | $256.16 | $1,536,960.00 |
DisclosureSEC source: 0001209191-19-057806 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,787 F1 · price: This transaction was executed in multiple trades at prices ranging from $256.00 to $256.25. The price reported above reflects the weighted average sales 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 |
| November 12, 2019 Filed Nov 14, 2019 21:36 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 10,000 | $245.58 | $2,455,800.00 |
DisclosureSEC source: 0001209191-19-056569 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,787 F1 · price: This transaction was executed in multiple trades at prices ranging from $245.50 to $246.00. The price reported above reflects the weighted average sales 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 |
| February 13, 2019 Filed Feb 15, 2019 23:11 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 73,517 | $174.87 | $12,855,917.79 |
DisclosureSEC source: 0001209191-19-010752 · doc4.xml · nonDerivative · entry 2 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,787 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 156,417 PSUs granted on February 10, 2016 (includes the performance adjustment as described above). Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 23:11 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 156,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010752 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,304 F1 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 10, 2016, upon certification by the Compensation & Talent Management Committee on February 13, 2019 of the achievement of the performance metric for the performance period from February 9, 2016 to February 8, 2019. Read SEC document |
| February 10, 2019 Filed Feb 12, 2019 22:34 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 638 | $172.29 | $109,921.02 |
DisclosureSEC source: 0001209191-19-009433 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,887 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 1,357 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:39 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 447 | $172.45 | $77,085.15 |
DisclosureSEC source: 0001209191-19-008967 · doc4.xml · nonDerivative · entry 2 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,525 F2 · 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 949 RSUs granted on February 7, 2017. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:39 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008967 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,972 F1 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:10 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 306 | $171.95 | $52,616.70 |
DisclosureSEC source: 0001209191-19-008640 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,879 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 651 restricted stock units granted to the Reporting Person on February 6, 2018. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 21:52 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 638 | $136.48 | $87,074.24 |
DisclosureSEC source: 0001209191-18-009595 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,185 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 1,357 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:46 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 447 | $139.76 | $62,472.72 |
DisclosureSEC source: 0001209191-18-008880 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,823 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of the first tranche of 949 restricted stock units granted on February 7, 2017. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 21:42 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007874 · doc4.xml · nonDerivative · entry 4 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,270 F4 · shares: RSUs ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 21:42 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 24,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007874 · doc4.xml · nonDerivative · entry 3 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,317 F3 · shares: Represents restricted stock units ("RSUs") vesting and converting to shares on December 16, 2019, upon certification by the Committee of a certain performance metric for the 2017 fiscal year. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 21:42 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 3,352 | $142.53 | $477,760.56 |
DisclosureSEC source: 0001209191-18-007874 · doc4.xml · nonDerivative · entry 2 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,485 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 7,131 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 21:42 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 7,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007874 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,837 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 January 27, 2015, upon certification by the Compensation and Talent Management Committee (the "Committee") of the achievement of certain cumulative performance metrics for the 2015, 2016 and 2017 fiscal years. Read SEC document |
| January 27, 2018 Filed Jan 30, 2018 21:50 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 358 | $140.57 | $50,324.06 |
DisclosureSEC source: 0001209191-18-006038 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,706 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 760 restricted stock units granted on January 27, 2015. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:57 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 638 | $91.22 | $58,198.36 |
DisclosureSEC source: 0001209191-17-010721 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Client Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,064 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,357 restricted stock units granted to the Reporting Person on February 10, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:31 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008792 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Chief Client Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,702 F1 · shares: Restricted Stock Units ("RSUs") vesting and converting with respect to one-third of the total number of shares on each of the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of common stock. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 22:45 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,437 | $82.76 | $118,926.12 |
DisclosureSEC source: 0001209191-17-006454 · doc4.xml · nonDerivative · entry 1 Seyer Laurent · CIK 0001626744 · Global Head of Client Coverage 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,855 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 3,056 restricted stock units granted to the Reporting Person on January 27, 2015. 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.