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 |
|---|---|---|---|---|---|---|
| December 31, 2016 Filed Jan 4, 2017 17:24 UTC | MSCI Inc. MSCI · Entity 3075 | Tax withholdingCommon Stock | 3,361 | $78.78 | $264,779.58 |
DisclosureSEC source: 0001209191-17-001229 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,339 F1 · shares: Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 7,150 performance stock units related to the achievement of certain cumulative performance metrics for the 2014 and 2015 fiscal years that time-vested on December 31, 2016. Read SEC document |
| December 05, 2016 Filed Dec 7, 2016 17:28 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,083 | $79.81 | $166,244.23 |
DisclosureSEC source: 0001209191-16-153957 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,700 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 |
| November 07, 2016 Filed Nov 9, 2016 17:48 UTC | MSCI Inc. MSCI · Entity 3075 | SaleCommon Stock | 2,087 | $80.50 | $168,003.50 |
DisclosureSEC source: 0001209191-16-149137 · doc4.xml · nonDerivative · entry 1 Pettit CD Baer · CIK 0001416752 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 201,783 F1 · price: 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.