Welcome to our dedicated page for MSCI SEC filings (Ticker: MSCI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
MSCI Inc. (NYSE: MSCI) files a range of documents with the U.S. Securities and Exchange Commission (SEC) that describe its operations, financial condition, capital structure and material events. These include annual reports on Form 10‑K, quarterly reports on Form 10‑Q and current reports on Form 8‑K, as well as registration statements and prospectus supplements for securities offerings. This page brings those filings together and pairs them with AI-powered summaries to help readers understand the key points in each document.
MSCI’s Form 10‑K annual reports provide an overview of its businesses, which encompass index services, portfolio and risk analytics, sustainability and climate offerings and private assets and real estate analytics. These filings also discuss risk factors, intellectual property, regulatory considerations and the company’s role as a provider of research-based data, analytics and indexes for global investors.
Form 10‑Q quarterly reports update financial results and operating metrics between annual filings. They are complemented by Form 8‑K current reports that disclose specific events. Recent 8‑K filings have covered topics such as senior unsecured notes offerings, updates to interest expense guidance, entry into a Third Amended and Restated Credit Agreement, authorization of a share repurchase program and leadership changes at the executive and board level.
MSCI also uses registration statements on Form S‑3 and related prospectus supplements to register senior notes, describing terms such as maturity, interest rate and use of proceeds. Additional exhibits to 8‑K filings include indentures, supplemental indentures, underwriting agreements, legal opinions and credit agreements that define the company’s financing arrangements.
On this page, real-time updates from the SEC’s EDGAR system are combined with AI-generated highlights that explain the structure and implications of MSCI’s filings. Users can quickly see which filings relate to debt issuance, credit facilities, share repurchases, earnings releases or governance changes, and can review the underlying documents for detailed information about MSCI’s obligations, covenants and disclosures.
MSCI Inc. is asking shareholders to elect 11 directors, approve its advisory say‑on‑pay proposal and ratify PwC as independent auditor at the 2026 virtual annual meeting.
In 2025, MSCI posted its 11th straight year of double‑digit adjusted EPS growth, total run rate above $3.3 billion, and record $204 billion ETF inflows into MSCI index‑linked products, supporting about $7 trillion in linked assets. The company returned $2.4 billion via share repurchases and $557 million in dividends, and added new AI, cloud and asset‑management experts to the board.
Management highlights accelerated AI‑driven product innovation, expansion in private markets and wealth, and a compensation program that keeps over 90% of the CEO’s regular annual pay at risk through incentives tied mainly to revenue, adjusted EPS, total net sales and absolute TSR.
MSCI Inc. director June Yang reported acquiring 1 share of MSCI common stock on February 27, 2026, coded as a grant or award with a price of $0.00 per share. After this transaction, Yang directly holds 514 shares. According to the Non-Employee Directors Deferral Plan, receipt of these dividend-related shares is deferred until the 60th day after Yang’s separation from service as a director.
MSCI Inc. director Linda H. Riefler acquired 6 shares of common stock on February 27, 2026, recorded at a price of
Under the MSCI Non-Employee Directors Deferral Plan, she elected to defer receipt of these shares until the 60th day after her separation from service as a director. Following this dividend-related award, her directly owned stake increased to 20,595 shares of common stock.
MSCI Inc. director Robin Matlock reported acquiring 5 shares of MSCI common stock on February 27, 2026. The shares were credited in connection with a dividend and are being deferred under MSCI’s Non-Employee Directors Deferral Plan until the earlier of June 1, 2033 or 60 days after separation from board service.
MSCI Inc. director Robert G. Ashe reported an indirect open‑market purchase of 3,681 shares of MSCI common stock on February 18, 2026 at a weighted average price of $543.21 per share. The shares were bought by 1000396766 Ontario Inc., an entity he controls.
The filing notes a transfer of 759 shares from Ashe’s direct holdings to his indirect holdings. After these updates, Ashe reports indirect ownership of 22,290 MSCI shares through Ontario Inc. and direct ownership of 476 MSCI shares.
MSCI Inc. Chairman and CEO Henry A. Fernandez disclosed open-market purchases of the company’s common stock. On February 13, 2026, he bought 6,000 shares at a weighted average price of
Following these transactions, Fernandez directly beneficially owned 1,493,847 shares of MSCI common stock. He also reported indirect ownership interests, including shares held by the Henry Fernandez 2024 MSCI Annuity Trust, the Fernandez 2007 Children's Trust, and accounts for his children, as well as several option positions on MSCI stock.
MSCI Inc. is a Delaware-based provider of indexes, analytics, sustainability and climate tools, and private asset data that help global investors build and manage portfolios. Its products support asset allocation, risk management, custom indexing and regulatory reporting for about 6,800 clients in over 100 countries.
MSCI operates three reportable segments: Index, Analytics, and Sustainability and Climate, plus All Other – Private Assets. In 2025, 57.0% of revenue came from Index products, 22.8% from Analytics, 11.3% from Sustainability and Climate, and 8.9% from private assets offerings. A significant share of Index revenue is asset-based, tied to AUM and trading volumes in products linked to MSCI indexes.
The company emphasizes recurring revenues, strong cash generation and disciplined capital allocation, and makes extensive use of advanced technology and AI to enhance data quality, analytics and product innovation. Key risks highlighted include dependence on third‑party data and distributors, cyber and technology failures, reputational concerns, regulatory changes, client concentration—BlackRock represented 10.8% of 2025 operating revenues—and growing scrutiny of ESG and climate-related products.
MSCI Inc.'s Chief Financial Officer, Andrew C. Wiechmann, reported a routine tax-related share withholding. On February 2, 2026, 470 shares of MSCI common stock were withheld at a price of $624.75 per share to cover tax obligations arising from the vesting of 1,137 restricted stock units originally granted on February 2, 2023. After this transaction, Wiechmann beneficially owned 22,994 shares of MSCI common stock directly.
MSCI Inc. reported an insider share withholding by Chief Product Officer Alvise J. Munari. On February 2, 2026, the company reacquired 438 shares of common stock at $624.75 per share to satisfy tax withholding tied to vesting of 1,218 restricted stock units granted in February 2023. Following this tax-related transaction, Munari beneficially owned 33,548 shares of MSCI common stock directly.