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. filings document formal disclosures for its index, analytics, sustainability and climate, and private-assets data businesses. Recent Form 8-K reports furnish quarterly and annual financial results, non-GAAP reconciliations, Regulation FD updates, financing-related interest expense outlook, and material definitive agreements tied to ETF index licensing.
MSCI's proxy and governance filings cover annual meeting voting, director elections, advisory executive compensation votes, auditor ratification, board composition, and executive compensation disclosures. Other current reports document officer transitions and related governance changes, including principal accounting officer and senior leadership succession matters.
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: Vanguard Capital Management reports beneficial ownership of 5,376,072 shares of common stock, representing 7.35% of the class.
The filing states Vanguard Capital Management has sole voting power over 722,996 shares and sole dispositive power over 5,376,072 shares. The Schedule 13G was signed by Ashley Grim on 04/30/2026.
MSCI Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 4,038,129 shares of MSCI Inc Common Stock as of 03/31/2026, representing 5.52% of the class. The filing states Vanguard has sole dispositive power over 4,038,129 shares and sole voting power over 13,593 shares. The filing describes that holdings include securities held for Vanguard funds and managed accounts for which Vanguard Portfolio Management or its affiliates exercise dispositive authority.
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.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice relating to proposed sales of Common shares of MSCI. The filing lists multiple equity award lots by grant date (examples: 2,114; 4,965; 1,309 shares) and shows 10,000 in a summary line with an 04/24/2026 date.
MSCI Inc. reported the results of its virtual annual meeting of stockholders held on April 21, 2026. Stockholders entitled to vote held 73,120,206 shares of common stock, with each share carrying one vote.
All eleven director nominees received a majority of votes cast “for” or “against” and were elected. Proposal 2 received 59,076,413 votes for, 4,061,619 against and 106,659 abstentions, while Proposal 3 was ratified with 65,169,698 votes for, 1,132,416 against and 101,547 abstentions.