STOCK TITAN

MSCI (MSCI) CEO buys 4,000 shares, holding 1,728,081 total

Filing Impact
(Very High)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

MSCI Inc. Chairman and CEO Henry A. Fernandez bought 4,000 shares of MSCI common stock in open-market transactions on May 15, 2026. The purchases were executed in multiple trades at weighted average prices between about $558.85 and $565.17 per share, bringing his direct holdings to 1,728,081 shares.

In addition to these shares, he has indirect ownership through family members and a 2007 Children's Trust, and holds several stock option and premium option awards over MSCI common stock that extend into the 2030s.

Positive

  • None.

Negative

  • None.
Insider Fernandez Henry A
Role Chairman and CEO
Bought 4,000 shs ($2.25M)
Type Security Shares Price Value
Purchase Common Stock 120 $559.40 $67K
Purchase Common Stock 240 $560.28 $134K
Purchase Common Stock 1,238 $561.56 $695K
Purchase Common Stock 1,122 $562.47 $631K
Purchase Common Stock 800 $563.39 $451K
Purchase Common Stock 400 $564.42 $226K
Purchase Common Stock 80 $565.17 $45K
holding Option to purchase common stock -- -- --
holding Premium option to purchase common stock -- -- --
holding Premium option to purchase common stock -- -- --
holding Premium option to purchase common stock -- -- --
holding Option to purchase common stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 1,728,081 shares (Direct, null); Option to purchase common stock — 29,564 shares (Direct, null); Premium option to purchase common stock — 36,846 shares (Direct, null); Common Stock — 410,776 shares (Indirect, By Fernandez 2007 Children's Trust)
Footnotes (1)
  1. This transaction was executed in multiple trades at prices ranging from $558.85 to $559.83. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. This transaction was executed in multiple trades at prices ranging from $559.90 to $560.75. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. This transaction was executed in multiple trades at prices ranging from $560.91 to $561.88. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. This transaction was executed in multiple trades at prices ranging from $562.01 to $562.96. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. This transaction was executed in multiple trades at prices ranging from $563.03 to $563.90. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. This transaction was executed in multiple trades at prices ranging from $564.12 to $564.74. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected. This transaction was executed in multiple trades at prices ranging from $565.16 to $565.17. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
Shares purchased 4,000 shares Open-market buys of MSCI common stock on May 15, 2026
Purchase price range $558.85–$565.17/share Weighted average price ranges from Form 4 footnotes
Direct holdings after purchase 1,728,081 shares MSCI common stock held directly by the CEO after transactions
Children’s Trust holdings 410,776 shares Indirect MSCI common stock via Fernandez 2007 Children’s Trust
Option at $554.52 42,193 underlying shares Option to purchase MSCI common stock, expiring February 2, 2033
Option at $549.83 29,564 underlying shares Option to purchase MSCI common stock, expiring February 3, 2032
Premium options (highest strike) 44,920 underlying shares at $1,200 Premium option to purchase MSCI common stock, expiring January 31, 2035
open-market purchase financial
"Purchase in open market or private transaction"
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
weighted average purchase price financial
"The price reported above reflects the weighted average purchase price."
The weighted average purchase price is the average cost per share you paid across multiple buys, calculated so larger purchases count more than smaller ones. Imagine buying apples at different prices: the overall price you effectively paid depends on how many apples you bought at each price. Investors use it to measure true cost basis, calculate gains or losses, decide when to sell, and manage taxes and portfolio performance.
Premium option to purchase common stock financial
"Premium option to purchase common stock"
indirect ownership financial
"direct_or_indirect: "I", nature_of_ownership: "By Daughter""
underlying security shares financial
"underlying_security_shares: "42193.0000""
SEC Form 4
FORM 4UNITED 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*
Fernandez Henry A

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

(Street)
NEW YORK NEW YORK 10007

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
MSCI Inc. [ MSCI ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chairman and CEO
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock05/15/2026P120A$559.4(1)1,728,081D
Common Stock05/15/2026P240A$560.28(2)1,728,321D
Common Stock05/15/2026P1,238A$561.56(3)1,729,559D
Common Stock05/15/2026P1,122A$562.47(4)1,730,681D
Common Stock05/15/2026P800A$563.39(5)1,731,481D
Common Stock05/15/2026P400A$564.42(6)1,731,881D
Common Stock05/15/2026P80A$565.17(7)1,731,961D
Common Stock410,776IBy Fernandez 2007 Children's Trust
Common Stock15,400IBy Son
Common Stock15,400IBy Son
Common Stock15,400IBy Daughter
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Option to purchase common stock$549.8302/03/202502/03/2032Common Stock29,56429,564D
Premium option to purchase common stock$1,00001/31/203001/31/2035Common Stock36,84636,846D
Premium option to purchase common stock$1,10001/31/203001/31/2035Common Stock40,78040,780D
Premium option to purchase common stock$1,20001/31/203001/31/2035Common Stock44,92044,920D
Option to purchase common stock$554.5202/02/202602/02/2033Common Stock42,19342,193D
Explanation of Responses:
1. This transaction was executed in multiple trades at prices ranging from $558.85 to $559.83. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
2. This transaction was executed in multiple trades at prices ranging from $559.90 to $560.75. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
3. This transaction was executed in multiple trades at prices ranging from $560.91 to $561.88. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
4. This transaction was executed in multiple trades at prices ranging from $562.01 to $562.96. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
5. This transaction was executed in multiple trades at prices ranging from $563.03 to $563.90. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
6. This transaction was executed in multiple trades at prices ranging from $564.12 to $564.74. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
7. This transaction was executed in multiple trades at prices ranging from $565.16 to $565.17. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.
Remarks:
/s/ Cecilia Aza, attorney-in-fact05/18/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What did MSCI (MSCI) Chairman and CEO Henry A. Fernandez report in this Form 4?

Henry A. Fernandez reported buying 4,000 MSCI common shares on May 15, 2026. These were open-market purchases at weighted average prices in the high-$500 range, increasing his direct ownership to 1,728,081 shares of MSCI common stock.

How many MSCI (MSCI) shares did the CEO buy and at what prices?

The CEO bought 4,000 MSCI common shares in several trades. Reported weighted average purchase prices ranged from $558.85 to $565.17 per share, according to the Form 4 footnotes describing the execution ranges for each transaction block.

What is Henry A. Fernandez’s direct MSCI (MSCI) shareholding after these transactions?

After the May 15, 2026 purchases, Henry A. Fernandez directly owns 1,728,081 MSCI common shares. This figure comes from the post-transaction share balance reported for his direct holdings in the Form 4 non-derivative transaction table.

Does the MSCI (MSCI) CEO hold additional MSCI shares indirectly?

Yes. The filing shows indirect ownership of MSCI common stock through his daughter, sons, and the Fernandez 2007 Children's Trust. These positions are reported as indirect holdings, separate from his 1,728,081 directly held MSCI shares.

What stock options over MSCI (MSCI) does Henry A. Fernandez currently hold?

He holds several options and premium options to purchase MSCI common stock, including 42,193 shares at $554.52 expiring in 2033 and 29,564 shares at $549.83 expiring in 2032, plus larger premium options with exercise prices from $1,000 to $1,200 expiring in 2035.

Were the MSCI (MSCI) CEO’s purchases made in a single trade or multiple trades?

They were executed in multiple trades. Footnotes state each reported block reflects a weighted average price for numerous trades, with individual executions occurring within specified price ranges between $558.85 and $565.17 per MSCI share.