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. 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.
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.