STOCK TITAN

MSCI (MSCI) director Robin Matlock granted 5 deferred dividend shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

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.

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Insider Matlock Robin
Role Director
Type Security Shares Price Value
Grant/Award Common Stock 5 $0.00 --
Holdings After Transaction: Common Stock — 1,637 shares (Direct)
Footnotes (1)
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SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Matlock Robin

(Last) (First) (Middle)
7 WORLD TRADE CENTER, 250 GREENWICH ST.

(Street)
NEW YORK NY 10007

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
MSCI Inc. [ MSCI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
02/27/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/27/2026 A 5(1) A $0 1,637 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director.
Remarks:
/s/ Cecilia Aza, attorney-in-fact 03/03/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did MSCI (MSCI) director Robin Matlock report?

Robin Matlock reported acquiring 5 shares of MSCI common stock. The shares were received in connection with a dividend and recorded as a grant or award acquisition, rather than an open-market purchase or sale, under MSCI’s reporting of insider equity activity.

How many MSCI (MSCI) shares does Robin Matlock hold after this Form 4?

After this transaction, Robin Matlock beneficially owns 1,637 shares of MSCI common stock. This figure reflects direct ownership reported following the 5-share acquisition linked to a dividend, as disclosed in the Form 4 insider filing for the director.

What is the nature of the 5-share acquisition reported by MSCI (MSCI)?

The 5 shares were acquired as part of MSCI Inc.’s payment of a dividend. Under the Non-Employee Directors Deferral Plan, these dividend-related shares are treated as a grant or award acquisition rather than a cash dividend or market transaction in MSCI stock.

When will Robin Matlock receive the deferred MSCI (MSCI) shares?

The reporting person elected to defer receipt of the shares. Delivery will occur at the earlier of June 1, 2033, or the 60th day after Robin Matlock’s separation from service as an MSCI director, consistent with the company’s deferral plan terms.

What plan governs the deferred MSCI (MSCI) shares reported on this Form 4?

The deferred shares are governed by the MSCI Inc. Non-Employee Directors Deferral Plan. Under this plan, directors can elect to defer share receipt tied to items like dividends until a specified future date or their separation from board service.

Was the MSCI (MSCI) Form 4 transaction a market buy or sell?

The transaction was not a market buy or sell. It is coded as a grant, award, or other acquisition, reflecting shares acquired through a dividend and deferred under MSCI’s Non-Employee Directors Deferral Plan, rather than an open-market trade in MSCI stock.