MSCI Inc SEC Filings

MSCI Inc. chairman and CEO Henry Fernandez reported multiple open‑market purchases of MSCI common stock on 12/05/2025. The trades were executed in numerous small lots, with weighted average purchase prices ranging from about $531.57 to $541.90 per share, including blocks such as 3,190 shares at $535.51 and 1,892 shares at $536.34.

Following these transactions, Fernandez directly held 1,487,047 shares of MSCI common stock. In addition, the Fernandez 2007 Children’s Trust held 335,069 shares, and the Henry Fernandez 2024 MSCI Annuity Trust held 309,821 shares. Separate indirect holdings of 15,400 shares were reported for a son and 15,400 shares for a daughter. The filing notes that many trades were executed in price ranges, with reported prices shown as weighted averages.

MSCI Inc. reported that one of its directors acquired additional common stock through a company dividend program. On 11/28/2025, the director received 513 shares of MSCI common stock at a price of $0, reflecting shares credited in connection with MSCI Inc.'s payment of a dividend. Under the MSCI Inc. Non-Employee Directors Deferral Plan, the director has elected to defer receipt of these shares until the 60th day after their separation from service as a director. Following this transaction, the director beneficially owns 513 shares, held in direct form.

MSCI Inc. reported an insider transaction showing a company director acquiring additional common stock through a dividend-related award. On 11/28/2025, the director received 6 shares of MSCI common stock at a stated price of $0, increasing the director’s direct beneficial ownership to 20,589 shares. The shares were credited in connection with MSCI Inc.'s payment of a dividend and are subject to the MSCI Inc. Non-Employee Directors Deferral Plan, under which the director elected to defer receipt of the shares until the 60th day after the director’s separation from service as a board member.

MSCI Inc. director reports stock accrued from dividend under deferral plan

An MSCI Inc. director reported acquiring 1,632 shares of MSCI common stock on 11/28/2025. The shares were received at a price of $0 in connection with MSCI Inc.'s payment of a dividend, rather than through an open-market purchase. Following this transaction, the director beneficially owns 1,632 shares directly.

Under the MSCI Inc. Non-Employee Directors Deferral Plan, the director has elected to defer receipt of these shares until the earlier of June 1, 2033 and the 60th day after the director's separation from service as a board member. This filing reflects administrative reporting of equity compensation linked to dividend payments, not a discretionary trade in MSCI stock.

MSCI Inc. reported a Form 4 transaction by its General Counsel, who is an officer of the company. On 12/01/2025, the reporting person made a charitable gift of 90 shares of MSCI common stock, coded as a gift transaction. The price is shown as $0, reflecting that the shares were donated rather than sold.

After this gift, the reporting person beneficially owns 15,675 shares of MSCI common stock directly. The filing notes that the gift was made to a non-profit organization on behalf of the reporting person.

MSCI Inc. General Counsel reports stock sale and charitable gift. An MSCI Inc. officer serving as General Counsel filed a Form 4 reporting two transactions in the company’s common stock.

On 11/24/2025, the reporting person sold 624 shares of MSCI common stock at a price of $558.42 per share. On 11/25/2025, 180 shares were transferred as a charitable gift to an educational institution on behalf of the reporting person. After these transactions, the officer directly beneficially owned 15,765 shares of MSCI common stock.

MSCI filed a Form 144 notice for a planned sale of restricted securities under Rule 144. The filing covers the proposed sale of 624 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of 348454.08. The filing notes that 75,139,539 shares of the same class are outstanding.

The seller acquired these shares over several years from the issuer through equity awards, including restricted stock and performance shares. Notable grants include 75 shares of restricted stock on 02/06/2022, 74 performance shares on 02/05/2024, and 320 restricted shares on 02/03/2025, all listed as not requiring separate cash payment. By signing the notice, the seller represents they are not aware of undisclosed material adverse information about MSCI’s operations.

MSCI Inc. announced that C.D. Baer Pettit has decided to retire from the company, triggering a staged leadership transition. He stopped serving as Chief Operating Officer on November 12, 2025, and will step down as President and as a member of the Board of Directors effective March 1, 2026. From March 1, 2026 through a date in the third quarter of 2026, he is expected to serve in an advisory role to help ensure a smooth handover of responsibilities. On March 1, 2026, Chief Executive Officer Henry A. Fernandez will also take on the title of President with no changes to his compensation, and the Board size will be reduced from twelve to eleven directors.

MSCI Inc. completed a public offering of $500.0 million aggregate principal amount of 5.150% senior unsecured notes due 2036. The sale was registered on Form S-3 (File No. 333-277791) and offered via a prospectus dated March 8, 2024 and a prospectus supplement dated October 30, 2025.

Following the issuance, MSCI updated its full-year 2025 guidance for interest expense (including amortization of financing fees) to approximately $210 to $213 million, compared with prior guidance of $205 to $209 million, reflecting changes in expected average debt balances and effective rates. MSCI notes that SOFR-driven changes to variable-rate borrowings and overall indebtedness levels can affect interest expense, while the majority of its debt consists of fixed-rate senior unsecured notes.

The notes were issued under an Indenture dated August 8, 2025 and a Second Supplemental Indenture dated November 6, 2025, with Wilmington Trust, National Association, as trustee.