Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Head of Analytics | 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 | 9,921 |
Reported balance
After 2018-02-10 transaction · row 1
1 source rowRow 1 · 2018-02-10 · Tax withholding · Disposed 323 · Balance 9,921 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 640 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 640 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 16:40 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 323 | $136.48 | $44,083.04 |
DisclosureSEC source: 0001209191-18-009567 · doc4.xml · nonDerivative · entry 1 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,921 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 640 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:39 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 367 | $139.76 | $51,291.92 |
DisclosureSEC source: 0001209191-18-008859 · doc4.xml · nonDerivative · entry 1 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,244 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 752 restricted stock units granted on February 7, 2017. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 16:48 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007890 · doc4.xml · nonDerivative · entry 3 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,611 F3 · 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 16:48 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 808 | $142.53 | $115,164.24 |
DisclosureSEC source: 0001209191-18-007890 · doc4.xml · nonDerivative · entry 2 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,032 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,631 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:48 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007890 · doc4.xml · nonDerivative · entry 1 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,840 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 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 16:56 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 186 | $140.57 | $26,146.02 |
DisclosureSEC source: 0001209191-18-006050 · doc4.xml · nonDerivative · entry 1 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,209 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 344 restricted stock units granted on January 27, 2015. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 17:51 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 309 | $91.22 | $28,186.98 |
DisclosureSEC source: 0001209191-17-010679 · doc4.xml · nonDerivative · entry 1 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,395 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 640 restricted stock units granted to the Reporting Person on February 10, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 17:26 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008776 · doc4.xml · nonDerivative · entry 1 Mina Jorge · CIK 0001425044 · Head of Analytics 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,704 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.