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. 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.
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. furnished an update on its financial performance by releasing a press release covering results for the fourth quarter and full year ended December 31, 2025. The company made this financial information publicly available through a press release dated January 28, 2026, attached as an exhibit.
The press release includes non-GAAP financial measures along with definitions, explanations of why management considers them useful, and reconciliations to comparable GAAP figures. This information is furnished rather than filed, which limits its use in certain securities law contexts unless specifically incorporated by reference in other documents.
MSCI Inc. reported a beneficial ownership filing for its Chief Product Officer. As of the event on November 17, 2025, this officer directly owns 30,828 shares of MSCI common stock. The officer also holds a stock option for 10,052 shares of common stock, first exercisable on February 3, 2025 and expiring on February 3, 2032, with an exercise price of $549.83 per share. All reported holdings are listed as directly owned by a single reporting person.
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.