Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Head of Index | 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 | 23,370 |
Reported balance
After 2018-02-10 transaction · row 1
1 source rowRow 1 · 2018-02-10 · Tax withholding · Disposed 382 · Balance 23,370 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 717 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 717 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 21:47 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 382 | $136.48 | $52,135.36 |
DisclosureSEC source: 0001209191-18-009585 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,370 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 717 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:43 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 192 | $139.76 | $26,833.92 |
DisclosureSEC source: 0001209191-18-008875 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,752 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 502 restricted stock units granted on February 7, 2017. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 21:38 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007863 · doc4.xml · nonDerivative · entry 4 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,944 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 21:38 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 12,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007863 · doc4.xml · nonDerivative · entry 3 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,365 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 21:38 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,158 | $142.53 | $165,049.74 |
DisclosureSEC source: 0001209191-18-007863 · doc4.xml · nonDerivative · entry 2 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,949 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 3,040 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 21:38 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007863 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,107 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 21:48 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 277 | $140.57 | $38,937.89 |
DisclosureSEC source: 0001209191-18-006035 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,067 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 641 restricted stock units granted on January 27, 2015. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 22:22 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 3,700 | $93.95 | $347,615.00 |
DisclosureSEC source: 0001209191-17-012252 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,344 F1 · price: This transaction was executed in multiple trades at prices ranging from $93.95 to $93.96. 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 10, 2017 Filed Feb 14, 2017 22:58 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 296 | $91.22 | $27,001.12 |
DisclosureSEC source: 0001209191-17-010728 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,044 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 717 restricted stock units granted to the Reporting Person on February 10, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:36 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008825 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,340 F1 · shares: Restricted stock units ("RSUs") vesting and converting to 502, 501 and 501 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 22:35 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 618 | $82.76 | $51,145.68 |
DisclosureSEC source: 0001209191-17-006444 · doc4.xml · nonDerivative · entry 2 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,836 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,498 restricted stock units granted to the Reporting Person on January 28, 2014. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 22:35 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,114 | $82.76 | $92,194.64 |
DisclosureSEC source: 0001209191-17-006444 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,454 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 2,576 restricted stock units granted to the Reporting Person on January 27, 2015. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:25 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 611 | $78.78 | $48,134.58 |
DisclosureSEC source: 0001209191-17-001233 · doc4.xml · nonDerivative · entry 1 Tidd Diana H. · CIK 0001655288 · Head of Index 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,568 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,481 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.