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 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.
MSCI Inc. filed a notice that a shareholder plans to sell 450 shares of its common stock. The planned sale is to be executed through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $247,500.00 based on the figures provided. The filing notes that 75,139,539 shares of the issuer’s common stock were outstanding at the time referenced.
The shares to be sold were acquired from the issuer as equity compensation, including 128 restricted stock shares acquired on 02/04/2024 and 322 performance shares acquired on 02/05/2024, both shown as having “Not Applicable” listed for the nature of payment. The person signing the notice represents that they are not aware of any undisclosed material adverse information about MSCI’s current or prospective operations.
MSCI Inc. chairman and CEO Henry Fernandez reported multiple open‑market purchases of MSCI common stock on 12/05/2025. The trades were executed in numerous small lots, with weighted average purchase prices ranging from about $531.57 to $541.90 per share, including blocks such as 3,190 shares at $535.51 and 1,892 shares at $536.34.
Following these transactions, Fernandez directly held 1,487,047 shares of MSCI common stock. In addition, the Fernandez 2007 Children’s Trust held 335,069 shares, and the Henry Fernandez 2024 MSCI Annuity Trust held 309,821 shares. Separate indirect holdings of 15,400 shares were reported for a son and 15,400 shares for a daughter. The filing notes that many trades were executed in price ranges, with reported prices shown as weighted averages.