Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Global Head of Research | February 10, 2018 | February 13, 2018 |
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 February 10, 2018 · Filed February 13, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 70,788 |
Reported balance
After 2018-02-10 transaction · row 1
1 source rowRow 1 · 2018-02-10 · Tax withholding · Disposed 552 · Balance 70,788 F1: 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 1,127 restricted stock units granted on February 10, 2016. |
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 the second tranche of 1,127 restricted stock units granted on February 10, 2016.
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 |
|---|---|---|---|---|---|---|
| February 10, 2018 Filed Feb 13, 2018 21:45 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 552 | $136.48 | $75,336.96 |
DisclosureSEC source: 0001209191-18-009572 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,788 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 1,127 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:50 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 386 | $139.76 | $53,947.36 |
DisclosureSEC source: 0001209191-18-008888 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,340 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 788 restricted stock units granted on February 7, 2017. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 21:44 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007881 · doc4.xml · nonDerivative · entry 5 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,726 F5 · 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 02, 2018 Filed Feb 6, 2018 21:44 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 4,780 | $142.53 | $681,293.40 |
DisclosureSEC source: 0001209191-18-007881 · doc4.xml · nonDerivative · entry 4 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,105 F4 · 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 9,761 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 21:44 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007881 · doc4.xml · nonDerivative · entry 3 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,885 F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of the first tranche of PSUs granted to the reporting person on January 27, 2015, upon certification by the Committee of the achievement of certain cumulative performance metrics for the 2015, 2016 and 2017 fiscal years, and reflects only the number of shares in excess of the amount previously reported with respect to such first tranche of PSUs on the Form 4 filed by the reporting person with the SEC on January 29, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 21:44 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 3,651 | $142.53 | $520,377.03 |
DisclosureSEC source: 0001209191-18-007881 · doc4.xml · nonDerivative · entry 2 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,373 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 9,307 PSUs granted to the reporting person on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 21:44 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 9,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007881 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,024 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 21:52 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 366 | $140.57 | $51,448.62 |
DisclosureSEC source: 0001209191-18-006041 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,717 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 992 restricted stock units granted on January 27, 2015. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 23:04 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 417 | $91.22 | $38,038.74 |
DisclosureSEC source: 0001209191-17-010747 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,083 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,127 restricted stock units granted to the Reporting Person on February 10, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:35 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008817 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Global Head of Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,500 F1 · shares: Restricted stock units ("RSUs") vesting and converting to 788, 788 and 787 shares on the first, second and third anniversaries of the grant date, respectively. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 22:38 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 828 | $82.76 | $68,525.28 |
DisclosureSEC source: 0001209191-17-006446 · doc4.xml · nonDerivative · entry 2 Zangari Peter J. · CIK 0001560708 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,137 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 2,238 restricted stock units granted to the Reporting Person on January 28, 2014. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 22:38 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,521 | $82.76 | $125,877.96 |
DisclosureSEC source: 0001209191-17-006446 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,965 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 3,989 restricted stock units granted to the Reporting Person on January 27, 2015. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:27 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 2,278 | $78.78 | $179,460.84 |
DisclosureSEC source: 0001209191-17-001242 · doc4.xml · nonDerivative · entry 1 Zangari Peter J. · CIK 0001560708 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,486 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 4,416 performance stock units related to the achievement of certain cumulative performance metrics for the 2014 and 2015 fiscal years that time-vested on 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.