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. (NYSE: MSCI) files a range of documents with the U.S. Securities and Exchange Commission (SEC) that describe its operations, financial condition, capital structure and material events. These include annual reports on Form 10‑K, quarterly reports on Form 10‑Q and current reports on Form 8‑K, as well as registration statements and prospectus supplements for securities offerings. This page brings those filings together and pairs them with AI-powered summaries to help readers understand the key points in each document.
MSCI’s Form 10‑K annual reports provide an overview of its businesses, which encompass index services, portfolio and risk analytics, sustainability and climate offerings and private assets and real estate analytics. These filings also discuss risk factors, intellectual property, regulatory considerations and the company’s role as a provider of research-based data, analytics and indexes for global investors.
Form 10‑Q quarterly reports update financial results and operating metrics between annual filings. They are complemented by Form 8‑K current reports that disclose specific events. Recent 8‑K filings have covered topics such as senior unsecured notes offerings, updates to interest expense guidance, entry into a Third Amended and Restated Credit Agreement, authorization of a share repurchase program and leadership changes at the executive and board level.
MSCI also uses registration statements on Form S‑3 and related prospectus supplements to register senior notes, describing terms such as maturity, interest rate and use of proceeds. Additional exhibits to 8‑K filings include indentures, supplemental indentures, underwriting agreements, legal opinions and credit agreements that define the company’s financing arrangements.
On this page, real-time updates from the SEC’s EDGAR system are combined with AI-generated highlights that explain the structure and implications of MSCI’s filings. Users can quickly see which filings relate to debt issuance, credit facilities, share repurchases, earnings releases or governance changes, and can review the underlying documents for detailed information about MSCI’s obligations, covenants and disclosures.
MSCI Inc. announced that C. Jack Read, its Global Controller and Chief Accounting Officer and principal accounting officer, has informed the company of his intention to resign to pursue another opportunity. He will remain in his current role until August 9, 2026 to support continuity.
The company states that Mr. Read’s decision to resign is not due to any disagreement regarding financial statements, internal control over financial reporting, operations, policies or practices. MSCI has started a process to identify a successor for the Global Controller and Chief Accounting Officer role.
MSCI Inc: The Vanguard Group filed an amendment to its Schedule 13G reporting that, after an internal realignment, certain Vanguard subsidiaries will report disaggregated holdings and beneficial ownership is 0 shares (0%) of MSCI Inc common stock as reported. The amendment cites SEC Release No. 34-39538 (January 12, 1998) as the basis for separate reporting by subsidiaries and states the subsidiaries pursue the same investment strategies previously followed.
MSCI Inc.'s Chief Financial Officer Andrew C. Wiechmann reported an open-market sale of 450 shares of common stock at $560 per share. After this transaction, he directly holds 22,544 shares. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on September 3, 2025, indicating it was scheduled in advance rather than timed discretionarily.
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.