Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MSCI Inc.MSCI · Entity 3075 | Director · President | January 26, 2026 | January 28, 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 January 26, 2026 · Filed January 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Option to purchase common stockSEC Table II · derivative / convertible security · Conversion / exercise price $554.52 · Expires 2033-02-02 | Direct | 23,781 |
Reported balance
After 2026-01-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-26 · Grant · Acquired 23,781 · Balance 23,781 F1: Represents the number of performance stock options ("PSOs") to purchase common stock earned by the reporting person following the certification by the Compensation, Talent and Culture Committee on January 26, 2026 of the achievement of the performance condition applicable to the PSOs. The PSOs were granted on February 2, 2023 and vest on the third anniversary of the grant date, subject to continuous service through such date and satisfaction of the performance condition for the performance period from January 1, 2023 and ending on December 31, 2025. The performance condition for the PSOs was met with respect to 23,781 shares of common stock, and the PSOs are scheduled to vest on February 2, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of performance stock options ("PSOs") to purchase common stock earned by the reporting person following the certification by the Compensation, Talent and Culture Committee on January 26, 2026 of the achievement of the performance condition applicable to the PSOs. The PSOs were granted on February 2, 2023 and vest on the third anniversary of the grant date, subject to continuous service through such date and satisfaction of the performance condition for the performance period from January 1, 2023 and ending on December 31, 2025. The performance condition for the PSOs was met with respect to 23,781 shares of common stock, and the PSOs are scheduled to vest on February 2, 2026.
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 |
|---|---|---|---|---|---|---|
| January 26, 2026 Filed Jan 28, 2026 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantOption to purchase common stock · Derivative | 23,781 | $0.00 Strike: $554.52 | $0.00 |
DisclosureSEC source: 0001416752-26-000002 · wk-form4_1769634228.xml · derivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,781 Underlying: Common Stock · 23,781 shares Expires 2033-02-02 F1 · shares: Represents the number of performance stock options ("PSOs") to purchase common stock earned by the reporting person following the certification by the Compensation, Talent and Culture Committee on January 26, 2026 of the achievement of the performance condition applicable to the PSOs. The PSOs were granted on February 2, 2023 and vest on the third anniversary of the grant date, subject to continuous service through such date and satisfaction of the performance condition for the performance period from January 1, 2023 and ending on December 31, 2025. The performance condition for the PSOs was met with respect to 23,781 shares of common stock, and the PSOs are scheduled to vest on February 2, 2026. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 309 | $568.93 | $175,799.37 |
DisclosureSEC source: 0001408198-25-000169 · wk-form4_1749240024.xml · nonDerivative · entry 6 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 284,787 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1 | $566.32 | $566.32 |
DisclosureSEC source: 0001408198-25-000169 · wk-form4_1749240024.xml · nonDerivative · entry 5 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 285,096 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 100 | $565.53 | $56,553.00 |
DisclosureSEC source: 0001408198-25-000169 · wk-form4_1749240024.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 285,097 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. Read SEC document |
| June 05, 2025 Filed Jun 6, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,109 | $564.17 | $625,664.53 |
DisclosureSEC source: 0001408198-25-000169 · wk-form4_1749240024.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 285,197 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $563.88 to $564.79. 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 |
| June 05, 2025 Filed Jun 6, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,151 | $563.27 | $1,211,593.77 |
DisclosureSEC source: 0001408198-25-000169 · wk-form4_1749240024.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 286,306 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $562.86 to $563.84. 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 |
| June 05, 2025 Filed Jun 6, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,330 | $562.35 | $747,925.50 |
DisclosureSEC source: 0001408198-25-000169 · wk-form4_1749240024.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 288,457 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $561.835 to $562.79. 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 |
| May 05, 2025 Filed May 7, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 372 | $554.82 | $206,393.04 |
DisclosureSEC source: 0001408198-25-000148 · wk-form4_1746648022.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 289,787 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. Read SEC document |
| May 05, 2025 Filed May 7, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,008 | $553.25 | $1,110,926.00 |
DisclosureSEC source: 0001408198-25-000148 · wk-form4_1746648022.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 290,159 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $553.00 to $553.515. 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 |
| May 05, 2025 Filed May 7, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,886 | $552.03 | $1,041,128.58 |
DisclosureSEC source: 0001408198-25-000148 · wk-form4_1746648022.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 292,167 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $551.775 to $552.37. 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 |
| May 05, 2025 Filed May 7, 2025 16:00 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 734 | $551.11 | $404,514.74 |
DisclosureSEC source: 0001408198-25-000148 · wk-form4_1746648022.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 294,053 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $550.73 to $551.58. 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 |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 6 | $535.49 | $3,212.94 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 10 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 294,787 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 566 | $533.09 | $301,728.94 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 9 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 294,793 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 250 | $529.32 | $132,330.00 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 8 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 295,359 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F8 · price: This transaction was executed in multiple trades at prices ranging from $529.16 to $529.46. 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 |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 100 | $528.02 | $52,802.00 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 7 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 295,609 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 235 | $526.12 | $123,638.20 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 6 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 295,709 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F7 · price: This transaction was executed in multiple trades at prices ranging from $525.81 to $526.27. 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 |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 585 | $524.60 | $306,891.00 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 5 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 295,944 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F6 · price: This transaction was executed in multiple trades at prices ranging from $524.38 to $525.09. 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 |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 736 | $523.55 | $385,332.80 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 296,529 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $523.24 to $523.92. 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 |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 794 | $522.79 | $415,095.26 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 297,265 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $522.20 to $523.00. 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 |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,479 | $521.12 | $770,736.48 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 298,059 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $520.85 to $521.65. 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 |
| April 04, 2025 Filed Apr 7, 2025 16:03 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 249 | $519.95 | $129,467.55 |
DisclosureSEC source: 0001408198-25-000103 · wk-form4_1744056231.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 299,538 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $519.67 to $520.33. 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 |
| March 05, 2025 Filed Mar 7, 2025 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 417 | $569.62 | $237,531.54 |
DisclosureSEC source: 0001408198-25-000085 · wk-form4_1741381291.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 299,787 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $569.395 to $569.715. 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 |
| March 05, 2025 Filed Mar 7, 2025 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,006 | $568.87 | $1,141,153.22 |
DisclosureSEC source: 0001408198-25-000085 · wk-form4_1741381291.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 300,204 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $568.37 to $569.29. 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 |
| March 05, 2025 Filed Mar 7, 2025 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,377 | $567.92 | $1,349,945.84 |
DisclosureSEC source: 0001408198-25-000085 · wk-form4_1741381291.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 302,210 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F3 · price: This transaction was executed in multiple trades at prices ranging from $567.37 to $568.31. 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 |
| March 05, 2025 Filed Mar 7, 2025 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 200 | $565.78 | $113,156.00 |
DisclosureSEC source: 0001408198-25-000085 · wk-form4_1741381291.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 304,587 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 4, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $565.77 to $566.51. 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 06, 2025 Filed Feb 10, 2025 16:02 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 12,194 | $587.48 | $7,163,731.12 |
DisclosureSEC source: 0001408198-25-000061 · wk-form4_1739221331.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304,787 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 25,943 PSUs granted on February 6, 2020 (includes the performance adjustment as described above). Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 16:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 25,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000061 · wk-form4_1739221331.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,981 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 February 6, 2020, upon certification by the Compensation, Talent and Culture Committee on February 6, 2025 of the achievement of the performance metric for the performance period from February 5, 2020 to February 4, 2025. Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 16:08 UTC | MSCI Inc. MSCI · Entity 3075 | GrantOption to purchase common stock · Derivative | 16,260 | $0.00 Strike: $549.83 | $0.00 |
DisclosureSEC source: 0001408198-25-000021 · wk-form4_1738184900.xml · derivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,260 Underlying: Common Stock · 16,260 shares Expires 2032-02-03 F1 · shares: Represents the number of performance stock options ("PSOs") to purchase common stock earned by the reporting person following the certification by the Compensation, Talent and Culture Committee on January 27, 2025 of the achievement of the performance condition applicable to the PSOs. The PSOs were granted on February 3, 2022 and vest on the third anniversary of the grant date, subject to continuous service through such date and satisfaction of the performance condition for the performance period from January 1, 2022 and ending on December 31, 2024. The performance condition for the PSOs was met with respect to 16,260 shares of common stock, and the PSOs are scheduled to vest on February 3, 2025. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 09:19 UTC | MSCI Inc. MSCI · Entity 3075 | PurchaseCommon Stock | 7,500 | $459.41 | $3,445,575.00 |
DisclosureSEC source: 0001408198-24-000080 · wk-form4_1714137545.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,038 F1 · price: This transaction was executed in multiple trades at prices ranging from $459.25 to $459.78. 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. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:08 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,830 | $583.39 | $1,067,603.70 |
DisclosureSEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 283,538 F4 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 3,892 PSUs granted on February 4, 2021 (includes the performance adjustment as described above). Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:08 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,368 F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:08 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 10,936 | $583.39 | $6,379,953.04 |
DisclosureSEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 281,476 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 23,266 PSUs granted on February 7, 2019 (includes the performance adjustment as described above). Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 16:08 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 23,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000026 · wk-form4_1707340114.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,412 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 February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024. Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:37 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 8,921 | $556.90 | $4,968,104.90 |
DisclosureSEC source: 0001209191-23-008429 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,146 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 18,980 PSUs granted on February 6, 2020 (includes the performance adjustment as described above). Read SEC document |
| February 08, 2023 Filed Feb 10, 2023 16:37 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 18,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-008429 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Director · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,067 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 February 6, 2020, upon certification by the Compensation, Talent & Culture Committee on February 8, 2023 of the achievement of the performance metric for the performance period from February 5, 2020 to February 4, 2023. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 16:13 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 17,394 | $550.45 | $9,574,527.30 |
DisclosureSEC source: 0001209191-22-008018 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,087 F3 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 37,008 PSUs granted on February 7, 2019 (includes the performance adjustment as described above). Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 16:13 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 37,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008018 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,481 F2 · 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 February 7, 2019, upon certification by the Compensation, Talent & Culture Committee on February 7, 2022 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2022. Read SEC document |
| February 07, 2022 Filed Feb 9, 2022 16:13 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 547 | $550.45 | $301,096.15 |
DisclosureSEC source: 0001209191-22-008018 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,473 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 1,163 restricted stock units granted on February 7, 2019. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 578 | $605.15 | $349,776.70 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 9 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,020 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F7 · price: This transaction was executed in multiple trades at prices ranging from $605.09 to $605.43. 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 |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 100 | $603.46 | $60,346.00 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 8 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,598 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 100 | $601.46 | $60,146.00 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 7 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,698 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 350 | $600.32 | $210,112.00 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 6 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,798 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F6 · price: This transaction was executed in multiple trades at prices ranging from $600.01 to $600.63. 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 |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 58 | $598.78 | $34,729.24 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 5 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,148 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. Read SEC document |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 92 | $597.49 | $54,969.08 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,206 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F5 · price: This transaction was executed in multiple trades at prices ranging from $597.42 to $597.57. 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 |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 722 | $596.83 | $430,911.26 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,298 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F4 · price: This transaction was executed in multiple trades at prices ranging from $596.39 to $597.33. 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 |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 300 | $595.08 | $178,524.00 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,020 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F3 · price: This transaction was executed in multiple trades at prices ranging from $594.80 to $595.395. 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 |
| December 06, 2021 Filed Dec 8, 2021 16:01 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 200 | $593.99 | $118,798.00 |
DisclosureSEC source: 0001209191-21-068504 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,320 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F2 · price: This transaction was executed in multiple trades at prices ranging from $593.66 to $594.31. 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 04, 2021 Filed Nov 8, 2021 16:15 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 8 | $664.78 | $5,318.24 |
DisclosureSEC source: 0001209191-21-063376 · doc4.xml · nonDerivative · entry 14 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,520 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 16:15 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 192 | $663.70 | $127,430.40 |
DisclosureSEC source: 0001209191-21-063376 · doc4.xml · nonDerivative · entry 13 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,528 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F12 · price: This transaction was executed in multiple trades at prices ranging from $663.37 to $664.18. 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 04, 2021 Filed Nov 8, 2021 16:15 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 345 | $662.62 | $228,603.90 |
DisclosureSEC source: 0001209191-21-063376 · doc4.xml · nonDerivative · entry 12 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,720 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2020. F11 · price: This transaction was executed in multiple trades at prices ranging from $662.31 to $663.31. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.