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. is asking shareholders to elect 11 directors, approve its advisory say‑on‑pay proposal and ratify PwC as independent auditor at the 2026 virtual annual meeting.
In 2025, MSCI posted its 11th straight year of double‑digit adjusted EPS growth, total run rate above $3.3 billion, and record $204 billion ETF inflows into MSCI index‑linked products, supporting about $7 trillion in linked assets. The company returned $2.4 billion via share repurchases and $557 million in dividends, and added new AI, cloud and asset‑management experts to the board.
Management highlights accelerated AI‑driven product innovation, expansion in private markets and wealth, and a compensation program that keeps over 90% of the CEO’s regular annual pay at risk through incentives tied mainly to revenue, adjusted EPS, total net sales and absolute TSR.
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. is a Delaware-based provider of indexes, analytics, sustainability and climate tools, and private asset data that help global investors build and manage portfolios. Its products support asset allocation, risk management, custom indexing and regulatory reporting for about 6,800 clients in over 100 countries.
MSCI operates three reportable segments: Index, Analytics, and Sustainability and Climate, plus All Other – Private Assets. In 2025, 57.0% of revenue came from Index products, 22.8% from Analytics, 11.3% from Sustainability and Climate, and 8.9% from private assets offerings. A significant share of Index revenue is asset-based, tied to AUM and trading volumes in products linked to MSCI indexes.
The company emphasizes recurring revenues, strong cash generation and disciplined capital allocation, and makes extensive use of advanced technology and AI to enhance data quality, analytics and product innovation. Key risks highlighted include dependence on third‑party data and distributors, cyber and technology failures, reputational concerns, regulatory changes, client concentration—BlackRock represented 10.8% of 2025 operating revenues—and growing scrutiny of ESG and climate-related products.
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.