MSCI, Inc. Form 4 Filings

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. 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.

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.

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.

MSCI Inc. director Robin Matlock acquired 6 shares of common stock in connection with a dividend paid by the company. The shares were received at no stated price and increased her direct holdings to 2,031 shares.

According to the disclosure, 1 of the 6 shares relates to unvested RSUs and remains subject to the same vesting conditions as those RSUs. Under MSCI’s Non-Employee Directors Deferral Plan, she has elected to defer receipt of these shares until the earlier of June 1, 2033 and the 60th day after her separation from service as a director.

MSCI Inc. director Linda H. Riefler reported a small stock award tied to a dividend payment. On the reported date, she acquired 7 shares of MSCI common stock at no cost in connection with MSCI’s dividend. Following this award, she directly holds 20,990 shares.

According to the disclosure, 1 of the 7 shares is linked to her unvested restricted stock units and remains subject to the same vesting conditions as those RSUs. Under MSCI’s Non-Employee Directors Deferral Plan, she has elected to defer delivery of these shares until the 60th day after her separation from service as a director.

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.

MSCI Inc. director Paula Volent reported receiving a grant of 388 shares of common stock in the form of restricted stock units at a price of $0.00 per share. These restricted stock units vest on May 1, 2027, reflecting compensation rather than an open-market purchase.

After this award, Volent directly holds a total of 4,245 shares of MSCI common stock. The filing records a single acquisition transaction and does not show any sales or option exercises.

RIEFLER LINDA H reported acquisition or exercise transactions in this Form 4 filing.

MSCI Inc. director Linda H. Riefler reported receiving an equity grant of 388 shares of MSCI common stock as a compensation award, at a stated price of $0.00 per share. These restricted stock units are scheduled to vest on May 1, 2027, and she has elected under the MSCI Inc. Non-Employee Directors Deferral Plan to defer delivery of the shares until the 60th day after her separation from service as a director. Following this grant, she directly holds 20,983 shares of MSCI common stock.

Perold Jacques P reported acquisition or exercise transactions in this Form 4 filing.

MSCI Inc. director Jacques P. Perold reported an equity award of 388 shares of common stock on a Form 4. The award is structured as restricted stock units that are scheduled to vest on May 1, 2027, meaning the shares are subject to a waiting period before becoming fully owned.

The grant carried a reported price of $0.00 per share, indicating it was compensation rather than an open-market purchase. After this award, Perold’s direct holdings in MSCI common stock total 6,272 shares, giving context to the size of this routine compensation grant.

Smith Marcus L. reported acquisition or exercise transactions in this Form 4 filing.

MSCI Inc. director Marcus L. Smith reported a compensation-related stock award. He received 388 shares of MSCI common stock as a grant/award at a stated price of $0.0000 per share, increasing his directly held stake to 5,444 shares of common stock.

A footnote explains that these restricted stock units vest on May 1, 2027, meaning he will earn full ownership over time rather than immediately. The filing also notes indirect ownership of 12 additional MSCI common shares held by his spouse.

Yang June reported acquisition or exercise transactions in this Form 4 filing.

MSCI Inc. director June Yang reported a grant of 388 shares of common stock in the form of restricted stock units at no cost. These units are scheduled to vest on May 1, 2027. Under the MSCI Inc. Non-Employee Directors Deferral Plan, she has elected to defer receipt of the shares until the earlier of June 1, 2031 and the 60th day after her separation from service as a director. Following this grant, she holds a total of 902 shares of MSCI common stock directly.

MSCI Inc. director Sandy C. Rattray reported routine equity compensation transactions. On May 1, 2026, he received a grant of 388 shares of MSCI common stock at no cost, tied to restricted stock units that vest on May 1, 2027.

On the same date, 32 shares were withheld and reacquired by MSCI to satisfy tax withholding obligations related to the vesting and conversion of restricted stock units. After these transactions, Rattray directly holds 2,805 MSCI shares.

MSCI Inc. director Rajat Taneja reported equity compensation awards of company common stock. On May 1, 2026, he acquired 177 shares and 388 shares in separate grant/award transactions at a stated price of $0.00 per share, indicating non-cash compensation rather than market purchases. A related footnote explains these are restricted stock units that vest on May 1, 2027, meaning the director must wait until that date for the units to fully vest. These awards increase his direct ownership stake and represent routine director equity compensation instead of open-market buying or selling.

Matlock Robin reported acquisition or exercise transactions in this Form 4 filing.

MSCI Inc. director Robin Matlock received an equity grant of 388 shares of Common Stock as a compensation award. The award is in the form of restricted stock units that vest on May 1, 2027. After this grant, Matlock holds 2,025 shares directly.

Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, Matlock has elected to defer receipt of the vested shares until the earlier of June 1, 2033 or the 60th day after separation from service as a director.

Seitz Michelle reported acquisition or exercise transactions in this Form 4 filing.

MSCI Inc. director Michelle Seitz received an equity grant of 388 shares of common stock-equivalent units on May 1, 2026. The award was reported at a price of $0.00 per share, indicating a stock-based compensation grant rather than a market purchase.

According to the footnote, these are restricted stock units that vest on May 1, 2027, so they are subject to a waiting period before becoming fully owned shares. After this grant, Seitz’s direct holdings reported in this filing total 1,059 shares of MSCI common stock.

Ashe Robert G. reported acquisition or exercise transactions in this Form 4 filing.

MSCI Inc. director Robert G. Ashe reported stock-based compensation awards rather than open-market trades. On May 1, 2026, he received two grants of common stock totaling 692 shares (202 shares and 490 shares) at no cost as part of his director compensation.

Following these grants, Ashe directly holds 1,168 and 966 common shares in two separate direct positions. A separate entry shows 22,290 shares of MSCI common stock held indirectly through 1000396766 Ontario Inc., an entity over which he retains sole investment and voting control through the Ashe Trust. A footnote states that the restricted stock units vest on May 1, 2027.

MSCI Inc. Chairman and CEO Henry A. Fernandez reported changes in how some MSCI common stock is held, centered on family trusts and gifts rather than market trades. The filing shows bona fide gifts of 151,414 shares of common stock, recorded as two separate 75,707‑share gifts by trusts associated with him.

After these movements, Fernandez is shown with 1,727,961 shares held directly and additional indirect holdings, including 410,776 shares held by The Fernandez 2007 Children's Trust and 15,400‑share positions reported for each child. He also retains several option awards, including options over 42,193 shares at $554.52 per share expiring in 2033 and multiple long‑dated premium options exercisable between $1,000 and $1,200 per share through 2035.

MSCI Inc. Chief Product Officer Alvise J. Munari reported open-market sales of company common stock. On April 24, 2026, he sold a total of 10,000 shares in two non-derivative transactions at prices around $592–$593 per share.

One trade covered 40 shares at $593.31 per share and another covered 9,960 shares at $592.03 per share. A footnote explains the larger sale was executed in multiple trades between $592.00 and $592.99, with the reported price reflecting the weighted average sale price.

MSCI Inc.'s Chief Financial Officer Andrew C. Wiechmann reported an open-market sale of 450 shares of common stock at $560 per share. After this transaction, he directly holds 22,544 shares. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on September 3, 2025, indicating it was scheduled in advance rather than timed discretionarily.

MSCI Inc. director June Yang reported acquiring 1 share of MSCI common stock on February 27, 2026, coded as a grant or award with a price of $0.00 per share. After this transaction, Yang directly holds 514 shares. According to the Non-Employee Directors Deferral Plan, receipt of these dividend-related shares is deferred until the 60th day after Yang’s separation from service as a director.

MSCI Inc. director Linda H. Riefler acquired 6 shares of common stock on February 27, 2026, recorded at a price of $0.0000 per share. These shares were credited in connection with a dividend paid by MSCI.

Under the MSCI Non-Employee Directors Deferral Plan, she elected to defer receipt of these shares until the 60th day after her separation from service as a director. Following this dividend-related award, her directly owned stake increased to 20,595 shares of common stock.

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.

MSCI Inc. director Robert G. Ashe reported an indirect open‑market purchase of 3,681 shares of MSCI common stock on February 18, 2026 at a weighted average price of $543.21 per share. The shares were bought by 1000396766 Ontario Inc., an entity he controls.

The filing notes a transfer of 759 shares from Ashe’s direct holdings to his indirect holdings. After these updates, Ashe reports indirect ownership of 22,290 MSCI shares through Ontario Inc. and direct ownership of 476 MSCI shares.

MSCI Inc. Chairman and CEO Henry A. Fernandez disclosed open-market purchases of the company’s common stock. On February 13, 2026, he bought 6,000 shares at a weighted average price of $524.18. On February 17, 2026, he purchased 240 shares at $517.32, 360 shares at $519.45, and 200 shares at $520.00.

Following these transactions, Fernandez directly beneficially owned 1,493,847 shares of MSCI common stock. He also reported indirect ownership interests, including shares held by the Henry Fernandez 2024 MSCI Annuity Trust, the Fernandez 2007 Children's Trust, and accounts for his children, as well as several option positions on MSCI stock.

MSCI Inc.'s Chief Financial Officer, Andrew C. Wiechmann, reported a routine tax-related share withholding. On February 2, 2026, 470 shares of MSCI common stock were withheld at a price of $624.75 per share to cover tax obligations arising from the vesting of 1,137 restricted stock units originally granted on February 2, 2023. After this transaction, Wiechmann beneficially owned 22,994 shares of MSCI common stock directly.

MSCI Inc. reported an insider share withholding by Chief Product Officer Alvise J. Munari. On February 2, 2026, the company reacquired 438 shares of common stock at $624.75 per share to satisfy tax withholding tied to vesting of 1,218 restricted stock units granted in February 2023. Following this tax-related transaction, Munari beneficially owned 33,548 shares of MSCI common stock directly.

MSCI Inc. General Counsel Robert J. Gutowski reported a routine tax‑withholding share transaction. On February 2, 2026, 276 shares of MSCI common stock were withheld at $624.75 per share to satisfy tax obligations arising from the vesting and conversion of 731 restricted stock units granted on February 2, 2023.

After this transaction, Gutowski beneficially owned 16,485 shares of MSCI common stock, held directly. The activity was coded as transaction type “F”, indicating shares withheld by the issuer for tax purposes rather than an open‑market sale.

MSCI Inc.'s Chief Human Resources Officer reports a routine tax-related share withholding. On February 2, 2026, 548 shares of MSCI common stock were withheld at a reported price of $624.75 per share to satisfy tax obligations tied to vesting restricted stock units.

These shares were reacquired by MSCI Inc. in connection with the vesting and conversion of 1,001 restricted stock units that were granted on February 2, 2023. After this transaction, the officer beneficially owns 16,904 shares of MSCI common stock directly.

MSCI Inc. Chief Financial Officer Andrew C. Wiechmann reported an acquisition of 1,825 shares of MSCI common stock on January 30, 2026, at a price of $0 per share. This reflects a stock-based compensation award rather than an open-market purchase.

The shares relate to restricted stock units (RSUs) that are expected to vest and convert to stock on the third anniversary of the grant date. The final number of shares issued upon vesting will range from 100% to 130% of the target RSUs, based on a performance metric for MSCI’s 2026 fiscal year. Following this award, Wiechmann beneficially owns 23,464 shares of MSCI common stock directly.

MSCI Inc. reported that its Global Controller, Craig Jack Read, received an award of 790 shares of common stock on January 30, 2026, at a price of $0 per share. Following this grant, he beneficially owns 2,177 MSCI shares directly.

The award relates to restricted stock units (RSUs) that are expected to vest and convert to shares on the third anniversary of the grant date. The final number of shares delivered will range from 100% to 130% of the target RSUs, based on a performance metric for MSCI’s 2026 fiscal year.

MSCI Inc.’s Chief Product Officer, Alvise J. Munari, received a new equity grant in the form of restricted stock units. On January 30, 2026, he was awarded 3,158 shares of common stock at a price of $0 per share, increasing his directly owned stake to 33,986 shares.

The award consists of RSUs that are expected to vest and convert to shares on the third anniversary of the grant date. The final number of shares that vest will range from 100% to 130% of the target RSUs, depending on achievement of a specified performance metric for MSCI’s 2026 fiscal year.

MSCI Inc.’s General Counsel Robert J. Gutowski reported an equity award of 1,086 shares of common stock on January 30, 2026. The shares were acquired at a price of $0, reflecting a grant of restricted stock units rather than an open-market purchase.

The RSUs are expected to vest and convert to shares on the third anniversary of the grant date. The actual number of shares that vest will range from 100% to 130% of the target 1,086 RSUs, depending on achievement of a performance metric for the 2026 fiscal year. Following this grant, Gutowski beneficially owns 16,761 shares of MSCI common stock directly.

MSCI Inc. reported that Chief Human Resources Officer Scott A. Crum received an award of 1,554 shares of common stock on January 30, 2026. The shares were acquired at a price of $0, reflecting a grant of restricted stock units rather than a market purchase.

The footnote explains that these are restricted stock units (RSUs) expected to vest and convert into shares on the third anniversary of the grant date. The final number of shares will range between 100% and 130% of the target RSUs, depending on a performance metric for MSCI’s 2026 fiscal year17,452 shares of MSCI common stock.

MSCI Inc.'s General Counsel, Robert J. Gutowski, was credited with 3,624 performance stock options to purchase common stock after a committee certified that the required performance goals were achieved on January 26, 2026. These options were originally granted on February 2, 2023 with an exercise price of $554.52 per share.

The performance condition covered the period from January 1, 2023 through December 31, 2025 and was met for 3,624 underlying shares. The options are scheduled to vest on February 2, 2026, assuming Mr. Gutowski continues in service through that date.

MSCI Inc. reported an insider equity award for Chief Human Resources Officer Scott A. Crum. On January 26, 2026, he earned 4,968 performance stock options to purchase common stock after the Compensation, Talent and Culture Committee certified that the required performance condition had been achieved.

The performance stock options were originally granted on February 2, 2023 with an exercise price of $554.52 per share. They relate to a performance period from January 1, 2023 through December 31, 2025 and are scheduled to vest on February 2, 2026, subject to his continuous service.

MSCI Inc. Chief Product Officer Alvise J. Munari received 6,042 performance stock options to purchase common stock. These options were earned after the Compensation, Talent and Culture Committee certified on January 26, 2026 that the performance condition for the 2023–2025 measurement period was achieved.

The performance stock options were originally granted on February 2, 2023 and are scheduled to vest on February 2, 2026, the third anniversary of the grant date, subject to Mr. Munari’s continued service through that date.

MSCI Inc. President and director CD Baer Pettit reported earning 23,781 performance stock options to purchase common stock. These options became earned after the Compensation, Talent and Culture Committee certified on January 26, 2026 that the applicable performance condition was achieved for the January 1, 2023 to December 31, 2025 performance period.

The performance stock options were originally granted on February 2, 2023 with an exercise price of $554.52 per share. They are scheduled to vest on February 2, 2026, subject to Pettit’s continuous service through that date. Following this transaction, Pettit directly holds 23,781 derivative securities.

MSCI Inc.'s Chief Financial Officer, Andrew C. Wiechmann, reported an equity award of performance stock options. On January 26, 2026, he was credited with 5,639 performance stock options to purchase MSCI common stock at an exercise price of $554.52 per share.

The options were originally granted on February 2, 2023 and relate to a performance period from January 1, 2023 through December 31, 2025. A board committee certified that the performance condition was achieved for 5,639 shares, and the options are scheduled to vest on February 2, 2026, subject to continued service.

MSCI Inc. reported that Chairman and CEO Henry A. Fernandez received a grant of 42,193 performance stock options to purchase common stock on January 26, 2026. These options have an exercise price of $554.52 per share and were earned after a performance condition was certified.

The performance stock options were originally granted on February 2, 2023 and relate to a performance period from January 1, 2023 through December 31, 2025. The options are scheduled to vest on February 2, 2026, subject to continued service and the previously satisfied performance condition.

MSCI Inc.'s Chief Financial Officer reported a small sale of company stock. On 12/11/2025, the officer sold 450 shares of MSCI common stock at a price of $550 per share. After this transaction, the officer directly owned 21,639 shares of MSCI common stock. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on September 3, 2025, which is designed to allow insiders to sell shares according to a set schedule.

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.