Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Director · Chairman and CEO | May 15, 2026 | May 18, 2026 |
| Royalty Pharma plcRPRX · Entity 3100 | Director | June 30, 2025 | June 30, 2025 |
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 May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,731,961 |
Ending reported balance
After 2026-05-15 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2026-05-15 · Purchase · Acquired 120 · Balance 1,728,081 F1: This transaction was executed in multiple trades at prices ranging from $558.85 to $559.83. The price reported above reflects the weighted average purchase 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. Row 2 · 2026-05-15 · Purchase · Acquired 240 · Balance 1,728,321 F2: This transaction was executed in multiple trades at prices ranging from $559.90 to $560.75. The price reported above reflects the weighted average purchase 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. Row 3 · 2026-05-15 · Purchase · Acquired 1,238 · Balance 1,729,559 F3: This transaction was executed in multiple trades at prices ranging from $560.91 to $561.88. The price reported above reflects the weighted average purchase 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. Row 4 · 2026-05-15 · Purchase · Acquired 1,122 · Balance 1,730,681 F4: This transaction was executed in multiple trades at prices ranging from $562.01 to $562.96. The price reported above reflects the weighted average purchase 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. Row 5 · 2026-05-15 · Purchase · Acquired 800 · Balance 1,731,481 F5: This transaction was executed in multiple trades at prices ranging from $563.03 to $563.90. The price reported above reflects the weighted average purchase 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. Row 6 · 2026-05-15 · Purchase · Acquired 400 · Balance 1,731,881 F6: This transaction was executed in multiple trades at prices ranging from $564.12 to $564.74. The price reported above reflects the weighted average purchase 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. Row 7 · 2026-05-15 · Purchase · Acquired 80 · Balance 1,731,961 F7: This transaction was executed in multiple trades at prices ranging from $565.16 to $565.17. The price reported above reflects the weighted average purchase 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Fernandez 2007 Children's Trust | 410,776 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 410,776 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 15,400 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 15,400 |
| Common StockSEC Table I · non-derivative | IndirectBy Son | 15,400 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 15,400 |
| Common StockSEC Table I · non-derivative | IndirectBy Daughter | 15,400 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 15,400 |
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $549.83 · Expires 2032-02-03 | Direct | 29,564 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 29,564 |
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $554.52 · Expires 2033-02-02 | Direct | 42,193 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 42,193 |
| Premium option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $1,000.00 · Expires 2035-01-31 | Direct | 36,846 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 36,846 |
| Premium option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $1,100.00 · Expires 2035-01-31 | Direct | 40,780 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 40,780 |
| Premium option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $1,200.00 · Expires 2035-01-31 | Direct | 44,920 |
Reported balance
Holding disclosure · report date 2026-05-15 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 44,920 |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $558.85 to $559.83. The price reported above reflects the weighted average purchase 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.
F2: This transaction was executed in multiple trades at prices ranging from $559.90 to $560.75. The price reported above reflects the weighted average purchase 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.
F3: This transaction was executed in multiple trades at prices ranging from $560.91 to $561.88. The price reported above reflects the weighted average purchase 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.
F4: This transaction was executed in multiple trades at prices ranging from $562.01 to $562.96. The price reported above reflects the weighted average purchase 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.
F5: This transaction was executed in multiple trades at prices ranging from $563.03 to $563.90. The price reported above reflects the weighted average purchase 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.
F6: This transaction was executed in multiple trades at prices ranging from $564.12 to $564.74. The price reported above reflects the weighted average purchase 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.
F7: This transaction was executed in multiple trades at prices ranging from $565.16 to $565.17. The price reported above reflects the weighted average purchase 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.
Royalty Pharma plc
Report date June 30, 2025 · Filed June 30, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary SharesSEC Table I · non-derivative | Direct | 65,324 |
Reported balance
After 2025-06-30 transaction · row 1
1 source rowRow 1 · 2025-06-30 · Grant · Acquired 1,064 · Balance 65,324 F1: Reflects Class A Ordinary Shares issued to the reporting person under the Issuer's 2020 Independent Director Equity Incentive Plan in lieu of a quarterly retainer payment of $37,500. |
| Class A Ordinary SharesSEC Table I · non-derivative | IndirectBy Fernandez 2007 Children's Trust | 58,200 |
Reported balance
Holding disclosure · report date 2025-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 58,200 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects Class A Ordinary Shares issued to the reporting person under the Issuer's 2020 Independent Director Equity Incentive Plan in lieu of a quarterly retainer payment of $37,500.
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 |
|---|---|---|---|---|---|---|
| March 31, 2021 Filed Apr 2, 2021 21:30 UTC | Royalty Pharma plc RPRX · Entity 3100 | GrantClass A Ordinary Shares | 816 | $45.90 | $37,457.75 |
DisclosureSEC source: 0000950103-21-005132 · dp149029_4-fernandez.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,529 Read SEC document |
| February 25, 2021 Filed Feb 27, 2021 00:46 UTC | Royalty Pharma plc RPRX · Entity 3100 | PurchaseClass A Ordinary Shares | 25,700 | $46.83 | $1,203,479.60 |
DisclosureSEC source: 0000950103-21-003202 · dp147023_4-fernandez.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Fernandez 2007 Children's Trust Disclosed balance after: 25,700 F1 · price: The price reported in Column 4 is a weighted average price. The reported securities were sold in multiple transactions at prices ranging from $46.42 to $47.09. The reporting person undertakes to provide to the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within such range. F2 · ownership.nature: The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:04 UTC | Royalty Pharma plc RPRX · Entity 3100 | GrantClass A Ordinary Shares | 820 | $45.69 | $37,464.16 |
DisclosureSEC source: 0000950103-21-000059 · dp143861_4-fernandez.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,713 Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 23:09 UTC | Royalty Pharma plc RPRX · Entity 3100 | GrantClass A Ordinary Shares | 613 | $41.17 | $25,239.72 |
DisclosureSEC source: 0000950103-20-019590 · dp138286_4-fernandez.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,893 Read SEC document |
| August 13, 2020 Filed Aug 18, 2020 00:42 UTC | Royalty Pharma plc RPRX · Entity 3100 | GrantClass A Ordinary Shares | 7,280 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-20-015967 · dp134616_4-fernandez.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,280 Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 16:31 UTC | MSCI Inc. MSCI · Entity 3075 | Exercise / conversionOption to purchase common stock · Derivative | 49,774 | $0.00 Strike: $36.70 | $0.00 |
DisclosureSEC source: 0001209191-19-058123 · doc4.xml · derivative · entry 8 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49,774 shares Expires 2020-12-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The 49,774 stock options, which represent a tranche of an award of stock options that were granted to the Reporting Person on December 14, 2010, vested and became exercisable on January 12, 2016, based on the satisfaction of both service and price vesting conditions, in accordance with the terms of the applicable option award agreement. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 16:31 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 9,100 | $257.49 | $2,343,159.00 |
DisclosureSEC source: 0001209191-19-058123 · doc4.xml · nonDerivative · entry 3 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,687,940 F1 · shares: Reflects a "sale to cover" transaction in connection with the Reporting Person's exercise of stock options to satisfy (i) the payment of the applicable exercise price of the stock options and (ii) the applicable tax withholding requirement arising from the exercise of the stock options. F3 · price: This transaction was executed in multiple trades at prices ranging from $257.01 to $257.67. 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 22, 2019 Filed Nov 26, 2019 16:31 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 20,773 | $256.26 | $5,323,288.98 |
DisclosureSEC source: 0001209191-19-058123 · doc4.xml · nonDerivative · entry 2 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,697,040 F1 · shares: Reflects a "sale to cover" transaction in connection with the Reporting Person's exercise of stock options to satisfy (i) the payment of the applicable exercise price of the stock options and (ii) the applicable tax withholding requirement arising from the exercise of the stock options. F2 · price: This transaction was executed in multiple trades at prices ranging from $256.00 to $256.99. 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 22, 2019 Filed Nov 26, 2019 16:31 UTC | MSCI Inc. MSCI · Entity 3075 | Exercise / conversionCommon Stock | 49,774 | $36.70 | $1,826,705.80 |
DisclosureSEC source: 0001209191-19-058123 · doc4.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,717,813 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 18:14 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 463,353 | $174.87 | $81,026,539.11 |
DisclosureSEC source: 0001209191-19-010757 · doc4.xml · nonDerivative · entry 2 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,668,039 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 870,633 PSUs granted on February 10, 2016 (includes the performance adjustment as described above). Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 18:14 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 870,633 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010757 · doc4.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,131,392 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 02, 2018 Filed Feb 6, 2018 16:35 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 30,148 | $142.53 | $4,296,994.44 |
DisclosureSEC source: 0001209191-18-007856 · doc4.xml · nonDerivative · entry 2 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,260,759 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 56,911 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:35 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 56,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007856 · doc4.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,290,907 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 16:45 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 2,177 | $140.57 | $306,020.89 |
DisclosureSEC source: 0001209191-18-006027 · doc4.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,233,996 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 6,069 restricted stock units granted to the Reporting Person on January 27, 2015. Read SEC document |
| December 26, 2017 Filed Jan 30, 2018 16:39 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 7,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006020 · doc5.xml · nonDerivative · entry 3 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,173 F3 · shares: Charitable gift to an educational institution on behalf of the reporting person on December 26, 2017. F2 · balance_after: The reported shares reflect ownership as of December 31, 2017. Read SEC document |
| March 03, 2017 Filed Jan 30, 2018 16:39 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 1,140 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006020 · doc5.xml · nonDerivative · entry 2 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,173 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on March 3, 2017. F2 · balance_after: The reported shares reflect ownership as of December 31, 2017. Read SEC document |
| March 03, 2017 Filed Jan 30, 2018 16:39 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 2,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-006020 · doc5.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,236,173 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on March 3, 2017. F2 · balance_after: The reported shares reflect ownership as of December 31, 2017. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 17:30 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 8,007 | $82.76 | $662,659.32 |
DisclosureSEC source: 0001209191-17-006436 · doc4.xml · nonDerivative · entry 2 Fernandez Henry A · CIK 0001416750 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,247,523 F3 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 14,974 restricted stock units granted to the Reporting Person on January 28, 2014. F2 · balance_after: Amount excludes charitable gifts to educational institutions on behalf of the Reporting Person. The gifts consisted of 12,550 shares in the aggregate each transferred on June 2, 2016. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 17:30 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 11,278 | $82.76 | $933,367.28 |
DisclosureSEC source: 0001209191-17-006436 · doc4.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,255,530 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 24,390 restricted stock units granted to the Reporting Person on January 27, 2015. F2 · balance_after: Amount excludes charitable gifts to educational institutions on behalf of the Reporting Person. The gifts consisted of 12,550 shares in the aggregate each transferred on June 2, 2016. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 17:18 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 16,495 | $78.78 | $1,299,476.10 |
DisclosureSEC source: 0001209191-17-001199 · doc4.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266,808 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 29,549 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. F2 · balance_after: Amount excludes charitable gifts to educational institutions on behalf of the Reporting Person. The gifts consisted of 12,550 shares in the aggregate each transferred on June 2, 2016. Read SEC document |
| June 02, 2016 Filed Feb 8, 2017 17:47 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008840 · doc5.xml · nonDerivative · entry 3 Fernandez Henry A · CIK 0001416750 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266,808 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on June 2, 2016. F2 · balance_after: The reported shares reflect ownership as of December 31, 2016. Read SEC document |
| June 02, 2016 Filed Feb 8, 2017 17:47 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 4,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008840 · doc5.xml · nonDerivative · entry 2 Fernandez Henry A · CIK 0001416750 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266,808 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on June 2, 2016. F2 · balance_after: The reported shares reflect ownership as of December 31, 2016. Read SEC document |
| June 02, 2016 Filed Feb 8, 2017 17:47 UTC | MSCI Inc. MSCI · Entity 3075 | GiftCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008840 · doc5.xml · nonDerivative · entry 1 Fernandez Henry A · CIK 0001416750 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,266,808 F1 · shares: Charitable gift to an educational institution on behalf of the reporting person on June 2, 2016. F2 · balance_after: The reported shares reflect ownership as of 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.