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. filings document formal disclosures for its index, analytics, sustainability and climate, and private-assets data businesses. Recent Form 8-K reports furnish quarterly and annual financial results, non-GAAP reconciliations, Regulation FD updates, financing-related interest expense outlook, and material definitive agreements tied to ETF index licensing.
MSCI's proxy and governance filings cover annual meeting voting, director elections, advisory executive compensation votes, auditor ratification, board composition, and executive compensation disclosures. Other current reports document officer transitions and related governance changes, including principal accounting officer and senior leadership succession matters.
MSCI Inc. (MSCI) director Rajat Taneja reported an open-market purchase of 1,786 shares of MSCI common stock on September 2, 2026 at a price of $560.00 per share. Following this transaction, he directly holds 5,404 shares of MSCI common stock. No Rule 10b5-1 trading plan is reported.
MSCI Inc. (MSCI) reported that director June Yang acquired 2 shares of MSCI common stock on 2026-08-28 as a grant/award in connection with MSCI Inc.'s payment of a dividend. After this acquisition, Yang holds 906 shares directly. One of the acquired shares is attributable to unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Under the MSCI Inc. Non-Employee Directors Deferral Plan, Yang has elected to defer receipt of 1 share until the 60th day after separation from service as a director and 1 share until the earlier of June 1, 2031 and the 60th day after separation from service as a director.
MSCI Inc. (MSCI) reported that director Linda H. Riefler acquired 8 shares of MSCI common stock on August 28, 2026 through a grant/award related to MSCI’s dividend payment. After this acquisition, she holds 20,998 shares directly. One of the 8 shares is tied to unvested RSUs and remains subject to the original vesting conditions, and the director has elected to defer receipt of the shares until the 60th day after her separation from service as a director.
MSCI Inc. (MSCI) director Robin Matlock reported an acquisition of 6 shares of MSCI common stock on August 28, 2026. The shares were acquired in connection with MSCI’s payment of a dividend. Following this transaction, Matlock directly holds 2,037 shares of common stock.
Of the acquired shares, 1 share is attributable to unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Under the MSCI Inc. Non-Employee Directors Deferral Plan, Matlock has elected to defer receipt of these shares until the earlier of June 1, 2033 or 60 days after “separation from service” as a director.
MSCI Inc. reported that its Board of Directors appointed Chief Financial Officer Andrew C. Wiechmann to serve as the company’s principal accounting officer on an interim basis, effective August 10, 2026, following the previously disclosed departure of the Global Controller and Chief Accounting Officer. He will continue as Chief Financial Officer and principal financial officer.
Also effective August 10, 2026, Kristine Johnson was appointed interim Global Controller, reporting to Mr. Wiechmann. She has been Commercial Controller and Head of Revenue Operations since April 2025 and previously led External Reporting. MSCI stated there will be no new compensatory arrangements for Mr. Wiechmann in connection with these added responsibilities.
MSCI Inc. reported strong Q2 2026 results, with operating revenues of $867.0 million and operating income of $487.5 million. Net income was $342.0 million, or diluted EPS of $4.69. For the first six months of 2026, operating revenues reached $1,717.8 million and net income $748.0 million, or $10.23 per diluted share.
Growth was driven by higher recurring subscriptions and a 26.6% increase in asset-based fees, mainly from ETFs and non-ETF products linked to MSCI indexes. Average AUM in ETFs linked to MSCI equity indexes in Q2 2026 was $2,706 billion. Adjusted EBITDA for the first half was $1,043.2 million, with a 60.7% margin.
Operating expenses rose 8.0% year to date, reflecting higher compensation, technology, market data and professional fees. The effective tax rate fell to 7.3% due to an $88.0 million discrete tax benefit from an internal legal entity restructuring. Operating cash flow was $677.6 million, supporting $544.3 million of share repurchases, $298.9 million of dividends and acquisitions. Three acquisitions closed for $95.5 million in aggregate, and MSCI agreed to acquire First Street Technology for $120.0 million in cash plus potential earn-out payments. Total debt principal outstanding was $6,425.0 million at June 30, 2026.
MSCI Inc. reported higher revenue and earnings for the quarter ended June 30, 2026. Operating revenues were $867.0 million, up 12.2% from $772.7 million a year earlier, supported by 26.6% growth in asset-based fees and 9.0% growth in recurring subscriptions. Net income rose to $342.0 million and diluted EPS to $4.69, while operating margin improved to 56.2% and adjusted EBITDA reached $538.5 million with a 62.1% margin.
For the first six months of 2026, operating revenues were $1,717.8 million and net income $748.0 million, with free cash flow of $604.4 million. AUM in ETFs linked to MSCI equity indexes reached $2,818 billion at June 30, 2026, and total Run Rate increased to $3,479.7 million. Updated 2026 guidance includes operating expenses of $1,535–$1,575 million and free cash flow of $1,485–$1,545 million, assuming the First Street acquisition closes in the third quarter of 2026.
MSCI Inc. Chief Financial Officer Andrew C. Wiechmann sold 450 shares of common stock in an open-market transaction at $604.56 per share. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on September 3, 2025. Following this planned sale, he directly owns 22,094 MSCI shares.
MSCI filed a Form 144 reporting the proposed sale of 450 shares of Common Stock by Andrew Craig Wiechmann. The filing lists the securities as Performance and Restricted Stock with a grant date of 02/05/2024 and shows a sale date of 03/17/2026 and aggregate proceeds of $252,000.00.
Taneja Rajat reported acquisition or exercise transactions in this Form 4 filing.
MSCI Inc. director Rajat Taneja received a grant of 42 shares of common stock on June 2, 2026. The Form 4 states this was taken, at his election, in lieu of his pro-rated cash retainer for committee service. Following this award, he directly holds 3,618 shares of MSCI common stock.