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 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.
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.