Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Director | May 01, 2026 | May 05, 2026 |
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 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,805 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Tax withholding · Disposed 32 · Balance 2,417 F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 385 restricted stock units ("RSUs") granted on May 1, 2025. Row 2 · 2026-05-01 · Grant · Acquired 388 · Balance 2,805 F2: Restricted stock units vesting on May 1, 2027. |
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 385 restricted stock units ("RSUs") granted on May 1, 2025.
F2: Restricted stock units vesting on May 1, 2027.
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 |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 5, 2026 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001801716-26-000003 · wk-form4_1778011557.xml · nonDerivative · entry 2 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,805 F2 · shares: Restricted stock units vesting on May 1, 2027. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:06 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001801716-26-000003 · wk-form4_1778011557.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,417 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 385 restricted stock units ("RSUs") granted on May 1, 2025. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000140 · wk-form4_1746475372.xml · nonDerivative · entry 2 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,449 F2 · shares: Restricted stock units vesting on May 1, 2026. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:03 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 41 | $546.07 | $22,388.87 |
DisclosureSEC source: 0001408198-25-000140 · wk-form4_1746475372.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,064 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 450 restricted stock units ("RSUs") granted on May 1, 2024. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000110 · wk-form4_1714766691.xml · nonDerivative · entry 2 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,105 F2 · shares: RSUs vesting on May 1, 2025. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 35 | $470.03 | $16,451.05 |
DisclosureSEC source: 0001408198-24-000110 · wk-form4_1714766691.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,655 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 383 restricted stock units ("RSUs") granted on May 1, 2023. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026921 · doc4.xml · nonDerivative · entry 2 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,690 F2 · shares: RSUs vesting on May 1, 2024. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 40 | $483.03 | $19,321.20 |
DisclosureSEC source: 0001209191-23-026921 · doc4.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,307 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 439 restricted stock units ("RSUs") granted on May 1, 2022. Read SEC document |
| May 01, 2022 Filed May 3, 2022 20:37 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026762 · doc4.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,347 F1 · shares: Restricted stock units vesting on May 1, 2023. Read SEC document |
| May 01, 2021 Filed May 4, 2021 20:07 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-029841 · doc4.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908 F1 · shares: Restricted stock units vesting on May 1, 2022. Read SEC document |
| May 01, 2020 Filed May 5, 2020 21:05 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 29 | $319.94 | $9,278.26 |
DisclosureSEC source: 0001209191-20-027185 · doc4.xml · nonDerivative · entry 2 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 94 RSUs granted to the Reporting Person on February 26, 2020. Read SEC document |
| May 01, 2020 Filed May 5, 2020 21:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-027185 · doc4.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 F1 · shares: Restricted stock units vesting on May 1, 2021. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 22:22 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 94 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014046 · doc4.xml · nonDerivative · entry 1 Rattray Sandy C. · CIK 0001801716 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94 F1 · shares: Restricted stock units vesting on May 1, 2020. 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.