Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Chief Human Resources Officer | February 02, 2026 | February 04, 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 February 02, 2026 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,904 |
Reported balance
After 2026-02-02 transaction · row 1
1 source rowRow 1 · 2026-02-02 · Tax withholding · Disposed 548 · Balance 16,904 F1: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,001 restricted stock units granted on February 2, 2023. |
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 1,001 restricted stock units granted on February 2, 2023.
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 06, 2020 Filed Feb 10, 2020 21:36 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1,219 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-007922 · doc4.xml · nonDerivative · entry 2 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,957 F2 · 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 06, 2020 Filed Feb 10, 2020 21:36 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 497 | $296.90 | $147,559.30 |
DisclosureSEC source: 0001209191-20-007922 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,738 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 933 restricted stock units ("RSUs") granted on February 6, 2018. Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 23:07 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 19,000 | $175.14 | $3,327,660.00 |
DisclosureSEC source: 0001209191-19-010747 · doc4.xml · nonDerivative · entry 3 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,235 F3 · shares: This transaction was executed in multiple trades at prices ranging from $174.68 to $175.43. 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 13, 2019 Filed Feb 15, 2019 23:07 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 44,764 | $174.87 | $7,827,880.68 |
DisclosureSEC source: 0001209191-19-010747 · doc4.xml · nonDerivative · entry 2 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,235 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 84,111 PSUs granted on February 10, 2016 (includes the performance adjustment as described above). Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 23:07 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 84,111 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010747 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,999 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 10, 2019 Filed Feb 12, 2019 22:36 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,036 | $172.29 | $178,492.44 |
DisclosureSEC source: 0001209191-19-009440 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,888 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 1,946 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 21:42 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,558 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008974 · doc4.xml · nonDerivative · entry 2 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,924 F2 · 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 07, 2019 Filed Feb 11, 2019 21:42 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 725 | $172.45 | $125,026.25 |
DisclosureSEC source: 0001209191-19-008974 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,366 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 1,361 restricted stock units ("RSUs") granted on February 7, 2017. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 22:04 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 521 | $171.95 | $89,585.95 |
DisclosureSEC source: 0001209191-19-008624 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,091 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 934 restricted stock units granted to the Reporting Person on February 6, 2018. Read SEC document |
| May 07, 2018 Filed May 8, 2018 22:02 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 3,300 | $154.65 | $510,345.00 |
DisclosureSEC source: 0001209191-18-028684 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,612 F1 · shares: This transaction was executed in multiple trades at prices ranging from $154.50 to $154.75. 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, 2018 Filed Feb 13, 2018 21:51 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,036 | $136.48 | $141,393.28 |
DisclosureSEC source: 0001209191-18-009590 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,912 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 1,946 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 21:44 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 725 | $139.76 | $101,326.00 |
DisclosureSEC source: 0001209191-18-008877 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,948 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 1,361 restricted stock units granted on February 7, 2017. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 22:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007907 · doc4.xml · nonDerivative · entry 3 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,673 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 22:01 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 5,028 | $142.53 | $716,640.84 |
DisclosureSEC source: 0001209191-18-007907 · doc4.xml · nonDerivative · entry 2 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,873 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 9,673 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 22:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 9,673 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007907 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,901 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 22:00 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 557 | $140.57 | $78,297.49 |
DisclosureSEC source: 0001209191-18-006054 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,228 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 1,031 restricted stock units granted on January 27, 2015. Read SEC document |
| February 14, 2017 Filed Feb 14, 2017 22:47 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,700 | $95.84 | $162,928.00 |
DisclosureSEC source: 0001209191-17-010642 · doc4.xml · nonDerivative · entry 2 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,785 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:47 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 997 | $91.22 | $90,946.34 |
DisclosureSEC source: 0001209191-17-010642 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,485 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 1,946 restricted stock units granted to the Reporting Person on February 10, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 22:34 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008809 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,482 F1 · shares: Restricted stock units ("RSUs") vesting and converting to 1,361, 1,361 and 1,360 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 27, 2017 Filed Jan 31, 2017 22:49 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 2,170 | $82.76 | $179,589.20 |
DisclosureSEC source: 0001209191-17-006457 · doc4.xml · nonDerivative · entry 1 Crum Scott A · CIK 0001204559 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 4,146 restricted stock units granted to the Reporting Person on January 27, 2015. 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.