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 |
|---|---|---|---|---|---|---|
| June 04, 2020 Filed Jun 8, 2020 16:38 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,000 | $317.69 | $317,690.00 |
DisclosureSEC source: 0001209191-20-034997 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,115 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F4 · price: This transaction was executed in multiple trades at prices ranging from $317.52 to $317.92. 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 |
| June 04, 2020 Filed Jun 8, 2020 16:38 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 700 | $316.40 | $221,480.00 |
DisclosureSEC source: 0001209191-20-034997 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,115 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F3 · price: This transaction was executed in multiple trades at prices ranging from $316.10 to $316.84. 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 04, 2020 Filed Jun 8, 2020 16:38 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 330 | $314.43 | $103,761.90 |
DisclosureSEC source: 0001209191-20-034997 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,815 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $314.39 to $314.81. 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 04, 2020 Filed May 6, 2020 16:49 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 135 | $317.75 | $42,896.25 |
DisclosureSEC source: 0001209191-20-027500 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,145 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F4 · price: This transaction was executed in multiple trades at prices ranging from $317.65 to $317.79. 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 04, 2020 Filed May 6, 2020 16:49 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,200 | $316.31 | $379,572.00 |
DisclosureSEC source: 0001209191-20-027500 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286,280 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F3 · price: This transaction was executed in multiple trades at prices ranging from $316.01 to $316.97. 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 04, 2020 Filed May 6, 2020 16:49 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,165 | $315.66 | $367,743.90 |
DisclosureSEC source: 0001209191-20-027500 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,480 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $314.90 to $315.86. 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 06, 2020 Filed Apr 8, 2020 18:11 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 597 | $288.38 | $172,162.86 |
DisclosureSEC source: 0001209191-20-023956 · doc4.xml · nonDerivative · entry 5 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,645 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F3 · price: This transaction was executed in multiple trades at prices ranging from $288.19 to $288.99. 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 |
| April 06, 2020 Filed Apr 8, 2020 18:11 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,373 | $287.63 | $394,915.99 |
DisclosureSEC source: 0001209191-20-023956 · doc4.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,242 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $287.17 to $288.12. 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 06, 2020 Filed Apr 8, 2020 18:11 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 200 | $286.08 | $57,216.00 |
DisclosureSEC source: 0001209191-20-023956 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,615 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 18:11 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 30 | $284.22 | $8,526.60 |
DisclosureSEC source: 0001209191-20-023956 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,815 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 18:11 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 300 | $281.42 | $84,426.00 |
DisclosureSEC source: 0001209191-20-023956 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290,845 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. Read SEC document |
| March 04, 2020 Filed Mar 6, 2020 16:46 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,500 | $315.11 | $787,775.00 |
DisclosureSEC source: 0001209191-20-016948 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,145 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:42 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 6,319 | $297.83 | $1,881,987.77 |
DisclosureSEC source: 0001209191-20-008344 · doc4.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,645 F4 · 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 13,443 PSUs granted on January 27, 2015. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:42 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008344 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,964 F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of the third tranche of performance stock units ("PSUs") granted to the reporting person on January 27, 2015, upon certification by the Committee of the achievement of certain cumulative performance metrics for the 2015, 2016, 2017, 2018 and 2019 fiscal years, and reflects only the number of shares in excess of the amount previously reported with respect to such third tranche of PSUs on the Form 4 filed by the reporting person with the SEC on January 29, 2015. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:42 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 547 | $297.83 | $162,913.01 |
DisclosureSEC source: 0001209191-20-008344 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,519 F2 · 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 1,163 RSUs granted on February 7, 2019. Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:42 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 674 | $297.83 | $200,737.42 |
DisclosureSEC source: 0001209191-20-008344 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,066 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 1,432 restricted stock units ("RSUs") granted on February 7, 2017. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 16:39 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 578 | $296.90 | $171,608.20 |
DisclosureSEC source: 0001209191-20-007931 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,740 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 1,228 restricted stock units granted on February 6, 2018. Read SEC document |
| February 04, 2020 Filed Feb 6, 2020 16:37 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 557 | $298.59 | $166,314.63 |
DisclosureSEC source: 0001209191-20-007176 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,318 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F4 · price: This transaction was executed in multiple trades at prices ranging from $298.32 to $299.08. 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 04, 2020 Filed Feb 6, 2020 16:37 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 933 | $297.67 | $277,726.11 |
DisclosureSEC source: 0001209191-20-007176 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,875 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F3 · price: This transaction was executed in multiple trades at prices ranging from $297.30 to $298.22. 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 04, 2020 Filed Feb 6, 2020 16:37 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 1,010 | $296.88 | $299,848.80 |
DisclosureSEC source: 0001209191-20-007176 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,808 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on November 29, 2019. F2 · price: This transaction was executed in multiple trades at prices ranging from $296.29 to $297.25. 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 18:12 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 110,969 | $174.87 | $19,405,149.03 |
DisclosureSEC source: 0001209191-19-010754 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,818 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 236,103 PSUs granted on February 10, 2016 (includes the performance adjustment as described above). Read SEC document |
| February 13, 2019 Filed Feb 15, 2019 18:12 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 236,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-010754 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,787 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 17:38 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 963 | $172.29 | $165,915.27 |
DisclosureSEC source: 0001209191-19-009448 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,684 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 2,048 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 17:02 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 6,319 | $172.45 | $1,089,711.55 |
DisclosureSEC source: 0001209191-19-008618 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,832 F3 · 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 13,443 PSUs granted on January 27, 2015. Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 17:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008618 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,151 F2 · shares: Represents the number of shares of common stock issued following the vesting and conversion of the second tranche of performance stock units ("PSUs") granted to the reporting person on January 27, 2015, upon certification by the Committee of the achievement of certain cumulative performance metrics for the 2015, 2016, 2017 and 2018 fiscal years, and reflects only the number of shares in excess of the amount previously reported with respect to such second tranche of PSUs on the Form 4 filed by the reporting person with the SEC on January 29, 2015. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 16:35 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 674 | $172.45 | $116,231.30 |
DisclosureSEC source: 0001209191-19-008951 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,647 F2 · 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 1,432 RSUs granted on February 7, 2017. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 16:35 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-008951 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,321 F1 · 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 06, 2019 Filed Feb 8, 2019 17:02 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 578 | $171.95 | $99,387.10 |
DisclosureSEC source: 0001209191-19-008618 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,706 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 1,229 restricted stock units granted on February 6, 2018. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 16:49 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 964 | $136.48 | $131,566.72 |
DisclosureSEC source: 0001209191-18-009587 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,284 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 2,049 restricted stock units granted on February 10, 2016. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 16:41 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 674 | $139.76 | $94,198.24 |
DisclosureSEC source: 0001209191-18-008871 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,248 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 1,433 restricted stock units granted on February 7, 2017. Read SEC document |
| February 06, 2018 Filed Feb 6, 2018 16:46 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3,685 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007887 · doc4.xml · nonDerivative · entry 5 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,922 F5 · shares: Restricted stock units ("RSUs") ratably vesting and converting to shares on the first, second and third anniversaries of the grant date. Each RSU represents a contingent right to receive one share of MSCI common stock. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:46 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 6,118 | $142.53 | $871,998.54 |
DisclosureSEC source: 0001209191-18-007887 · doc4.xml · nonDerivative · entry 4 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,237 F4 · 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 13,015 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:46 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007887 · doc4.xml · nonDerivative · entry 3 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,355 F3 · shares: Represents the number of shares of common stock issued following the vesting and conversion of the first tranche of PSUs granted to the reporting person on January 27, 2015, upon certification by the Committee of the achievement of certain cumulative performance metrics for the 2015, 2016 and 2017 fiscal years, and reflects only the number of shares in excess of the amount previously reported with respect to such first tranche of PSUs on the Form 4 filed by the reporting person with the SEC on January 29, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:46 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 7,090 | $142.53 | $1,010,537.70 |
DisclosureSEC source: 0001209191-18-007887 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,338 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 15,084 PSUs granted on January 27, 2015. Read SEC document |
| February 02, 2018 Filed Feb 6, 2018 16:46 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 15,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007887 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,428 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 (the "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 16:35 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 756 | $140.57 | $106,270.92 |
DisclosureSEC source: 0001209191-18-006016 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,344 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 1,608 restricted stock units granted on January 27, 2015. Read SEC document |
| October 09, 2017 Filed Oct 10, 2017 18:08 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $121.26 | $252,584.58 |
DisclosureSEC source: 0001209191-17-056536 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,100 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| September 05, 2017 Filed Sep 6, 2017 17:38 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $115.16 | $239,878.28 |
DisclosureSEC source: 0001209191-17-051715 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,183 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| August 07, 2017 Filed Aug 8, 2017 18:31 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $111.16 | $231,546.28 |
DisclosureSEC source: 0001209191-17-048177 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,266 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 16:32 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $103.44 | $215,465.52 |
DisclosureSEC source: 0001209191-17-044059 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,349 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 18:12 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $103.97 | $216,569.51 |
DisclosureSEC source: 0000950103-17-005583 · dp77071_4-pettit.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,432 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| May 08, 2017 Filed May 9, 2017 17:22 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $99.57 | $207,404.31 |
DisclosureSEC source: 0001209191-17-031034 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,515 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 17:09 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $97.47 | $203,030.01 |
DisclosureSEC source: 0001209191-17-025733 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,598 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 17:27 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $94.96 | $197,801.68 |
DisclosureSEC source: 0001209191-17-019343 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,681 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 17:55 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 964 | $91.22 | $87,936.08 |
DisclosureSEC source: 0001209191-17-010711 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,764 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 2,049 restricted stock units granted to the Reporting Person on February 10, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 17:30 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-008786 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,728 F2 · shares: Restricted stock units ("RSUs") vesting and converting to 1,433, 1,432 and 1,432 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 |
| February 06, 2017 Filed Feb 8, 2017 17:30 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $91.76 | $191,136.08 |
DisclosureSEC source: 0001209191-17-008786 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,431 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2016. Read SEC document |
| January 28, 2017 Filed Jan 31, 2017 17:32 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 1,703 | $82.76 | $140,940.28 |
DisclosureSEC source: 0001209191-17-006440 · doc4.xml · nonDerivative · entry 2 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,514 F2 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 3,623 restricted stock units granted to the Reporting Person on January 28, 2014. Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 17:32 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 3,039 | $82.76 | $251,507.64 |
DisclosureSEC source: 0001209191-17-006440 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,217 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 6,465 restricted stock units granted to the Reporting Person on January 27, 2015. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 18:04 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $83.12 | $173,138.96 |
DisclosureSEC source: 0001209191-17-003436 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,256 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 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.