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. entered into a Third Amended and Restated Credit Agreement on August 20, 2025, replacing its prior facility. The agreement increases total revolving commitments to $1.60 billion, up from $1.25 billion, and extends availability to August 20, 2030, providing a longer-dated source of liquidity for general corporate purposes, including working capital and acquisitions permitted under the agreement.
The new unsecured senior facility keeps the maximum consolidated leverage ratio at 4.25:1.00, or 4.50:1.00 for four quarters following a material acquisition, while changing the interest coverage covenant so it is tested at fiscal quarter-end only if MSCI lacks investment-grade ratings from at least two of Moody’s, S&P or Fitch. It also removes the 0.10% Term SOFR adjustment that previously applied to Term SOFR-based borrowings, and retains customary covenants and events of default that are generally similar to the prior agreement with certain modifications in favor of the company and its subsidiaries.
MSCI Inc. completed a public offering of $1.25 billion aggregate principal amount of 5.250% senior unsecured notes due 2035 on August 8, 2025. The securities were sold under an underwriting agreement dated August 5, 2025, with J.P. Morgan Securities LLC and BofA Securities, Inc. as representatives, and were registered on Form S-3 (File No. 333-277791) using a prospectus dated March 8, 2024 and a prospectus supplement dated August 5, 2025. The notes were issued under an Indenture with Wilmington Trust, National Association, as trustee, supplemented by a First Supplemental Indenture dated August 8, 2025. An opinion of Davis Polk & Wardwell LLP relating to the legality of the notes is filed as Exhibit 5.1.