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. (NYSE: MSCI) files a range of documents with the U.S. Securities and Exchange Commission (SEC) that describe its operations, financial condition, capital structure and material events. These include annual reports on Form 10‑K, quarterly reports on Form 10‑Q and current reports on Form 8‑K, as well as registration statements and prospectus supplements for securities offerings. This page brings those filings together and pairs them with AI-powered summaries to help readers understand the key points in each document.
MSCI’s Form 10‑K annual reports provide an overview of its businesses, which encompass index services, portfolio and risk analytics, sustainability and climate offerings and private assets and real estate analytics. These filings also discuss risk factors, intellectual property, regulatory considerations and the company’s role as a provider of research-based data, analytics and indexes for global investors.
Form 10‑Q quarterly reports update financial results and operating metrics between annual filings. They are complemented by Form 8‑K current reports that disclose specific events. Recent 8‑K filings have covered topics such as senior unsecured notes offerings, updates to interest expense guidance, entry into a Third Amended and Restated Credit Agreement, authorization of a share repurchase program and leadership changes at the executive and board level.
MSCI also uses registration statements on Form S‑3 and related prospectus supplements to register senior notes, describing terms such as maturity, interest rate and use of proceeds. Additional exhibits to 8‑K filings include indentures, supplemental indentures, underwriting agreements, legal opinions and credit agreements that define the company’s financing arrangements.
On this page, real-time updates from the SEC’s EDGAR system are combined with AI-generated highlights that explain the structure and implications of MSCI’s filings. Users can quickly see which filings relate to debt issuance, credit facilities, share repurchases, earnings releases or governance changes, and can review the underlying documents for detailed information about MSCI’s obligations, covenants and disclosures.
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. entered into an amendment to its Master Index License Agreement for exchange-traded funds with BlackRock Fund Advisors, extending the agreement’s term until March 31, 2035, with automatic three-year renewals unless either party gives notice of termination.
The amendment keeps MSCI licensing certain equity indexes for use as ETF benchmarks and maintains a periodic license fee based on each fund’s assets under management and expense ratio. Beginning January 1, 2026, with further changes on January 1, 2027, fees for certain funds are revised, with changes varying by fund expense ratio. The revised structure aims to support long-term growth through a price and volume tradeoff. A recent Schedule 13G/A filing shows BlackRock exercising investment discretion over 5,400,012 MSCI shares, or 7.3% of the company’s outstanding common stock as of late 2024.