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MSCI (MSCI) director June Yang acquires 2 dividend-linked shares with deferral terms

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

Rhea-AI Filing Summary

MSCI Inc. director June Yang acquired 2 shares of common stock in connection with MSCI’s dividend payment. This raised her directly owned stake to 904 shares. One of the 2 new shares is tied to her unvested RSUs and remains subject to the same vesting conditions.

The other new share, plus the RSU-related share, is deferred under MSCI’s Non-Employee Directors Deferral Plan. One share will be delivered on the 60th day after her separation from service as a director, and the other on the earlier of June 1, 2031 or that same post-service date.

Positive

  • None.

Negative

  • None.
Insider Yang June
Role null
Type Security Shares Price Value
Grant/Award Common Stock 2 $0.00 --
Holdings After Transaction: Common Stock — 904 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares acquired 2 shares Common stock acquired on May 29, 2026 in connection with dividend
Post-transaction holdings 904 shares Total MSCI common shares directly held after acquisition
RSU-linked share 1 share Attributable to unvested RSUs and subject to same vesting terms
Deferred share after separation 1 share Deferred until 60th day after separation from service as director
Deferred share to 2031 1 share Deferred until earlier of June 1, 2031 or 60th day after separation
Transaction price $0.0000 per share Indicates no cash consideration for the acquired shares
RSUs financial
"1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions"
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
Non-Employee Directors Deferral Plan financial
"Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of 1 share"
separation from service financial
"until the 60th day after such Reporting Person's "separation from service" as a director"
dividend financial
"Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend"
A dividend is a payment that a company gives to its shareholders, usually from its profits. It’s like a bonus or reward for owning the company's stock, and it can provide a steady income stream for investors. Companies pay dividends to share their success with the people who own their stock.
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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*
Yang June

(Last)(First)(Middle)
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
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/29/2026
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 Stock05/29/2026A2(1)A$0904D
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
Explanation of Responses:
1. Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of 1 share until the 60th day after such Reporting Person's "separation from service" as a director and 1 share until the earlier of June 1, 2031 and the 60th day after such Reporting Person's "separation from service" as a director.
Remarks:
/s/ Cecilia Aza, attorney-in-fact06/02/2026
** 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) director June Yang report in this Form 4 filing?

June Yang reported acquiring 2 shares of MSCI common stock in connection with a dividend. This increased her direct holdings to 904 shares, with the new shares subject to RSU vesting and deferred delivery conditions under MSCI’s Non-Employee Directors Deferral Plan.

How many MSCI (MSCI) shares does June Yang hold after this transaction?

After the transaction, June Yang directly holds 904 shares of MSCI common stock. This reflects the addition of 2 shares received in connection with a dividend, including one linked to unvested RSUs and both subject to specific deferral arrangements for future delivery.

What is the nature of the 2 MSCI (MSCI) shares acquired by June Yang?

The 2 shares were acquired in connection with MSCI’s dividend payment, not an open-market purchase. One share is attributable to unvested RSUs and follows those vesting terms, while both shares are deferred for delivery under the Non-Employee Directors Deferral Plan.

How does MSCI’s Non-Employee Directors Deferral Plan affect June Yang’s new shares?

Under the plan, June Yang elected to defer receipt of 1 share until the 60th day after her separation from service, and 1 share until the earlier of June 1, 2031 or that same post-service date, delaying when she actually receives the shares.

Was this MSCI (MSCI) Form 4 transaction a market buy or sell by June Yang?

No, it was not a market buy or sell. The filing shows an acquisition coded as a grant or award, with 2 shares received due to a dividend, partly tied to unvested RSUs and deferred under a director deferral program rather than traded on the open market.