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. director June Yang acquired 2 shares of common stock in connection with MSCI’s dividend payment. This raised her directly owned stake to 904 shares. One of the 2 new shares is tied to her unvested RSUs and remains subject to the same vesting conditions.
The other new share, plus the RSU-related share, is deferred under MSCI’s Non-Employee Directors Deferral Plan. One share will be delivered on the 60th day after her separation from service as a director, and the other on the earlier of June 1, 2031 or that same post-service date.
MSCI Inc. director Robin Matlock acquired 6 shares of common stock in connection with a dividend paid by the company. The shares were received at no stated price and increased her direct holdings to 2,031 shares.
According to the disclosure, 1 of the 6 shares relates to unvested RSUs and remains subject to the same vesting conditions as those RSUs. Under MSCI’s Non-Employee Directors Deferral Plan, she has elected to defer receipt of these shares until the earlier of June 1, 2033 and the 60th day after her separation from service as a director.
MSCI Inc. director Linda H. Riefler reported a small stock award tied to a dividend payment. On the reported date, she acquired 7 shares of MSCI common stock at no cost in connection with MSCI’s dividend. Following this award, she directly holds 20,990 shares.
According to the disclosure, 1 of the 7 shares is linked to her unvested restricted stock units and remains subject to the same vesting conditions as those RSUs. Under MSCI’s Non-Employee Directors Deferral Plan, she has elected to defer delivery of these shares until the 60th day after her separation from service as a director.
MSCI Inc. Chairman and CEO Henry A. Fernandez bought 4,000 shares of MSCI common stock in open-market transactions on May 15, 2026. The purchases were executed in multiple trades at weighted average prices between about $558.85 and $565.17 per share, bringing his direct holdings to 1,728,081 shares.
In addition to these shares, he has indirect ownership through family members and a 2007 Children's Trust, and holds several stock option and premium option awards over MSCI common stock that extend into the 2030s.
MSCI Inc. director Paula Volent reported receiving a grant of 388 shares of common stock in the form of restricted stock units at a price of $0.00 per share. These restricted stock units vest on May 1, 2027, reflecting compensation rather than an open-market purchase.
After this award, Volent directly holds a total of 4,245 shares of MSCI common stock. The filing records a single acquisition transaction and does not show any sales or option exercises.
RIEFLER LINDA H reported acquisition or exercise transactions in this Form 4 filing.
MSCI Inc. director Linda H. Riefler reported receiving an equity grant of 388 shares of MSCI common stock as a compensation award, at a stated price of $0.00 per share. These restricted stock units are scheduled to vest on May 1, 2027, and she has elected under the MSCI Inc. Non-Employee Directors Deferral Plan to defer delivery of the shares until the 60th day after her separation from service as a director. Following this grant, she directly holds 20,983 shares of MSCI common stock.
Perold Jacques P reported acquisition or exercise transactions in this Form 4 filing.
MSCI Inc. director Jacques P. Perold reported an equity award of 388 shares of common stock on a Form 4. The award is structured as restricted stock units that are scheduled to vest on May 1, 2027, meaning the shares are subject to a waiting period before becoming fully owned.
The grant carried a reported price of $0.00 per share, indicating it was compensation rather than an open-market purchase. After this award, Perold’s direct holdings in MSCI common stock total 6,272 shares, giving context to the size of this routine compensation grant.
Smith Marcus L. reported acquisition or exercise transactions in this Form 4 filing.
MSCI Inc. director Marcus L. Smith reported a compensation-related stock award. He received 388 shares of MSCI common stock as a grant/award at a stated price of $0.0000 per share, increasing his directly held stake to 5,444 shares of common stock.
A footnote explains that these restricted stock units vest on May 1, 2027, meaning he will earn full ownership over time rather than immediately. The filing also notes indirect ownership of 12 additional MSCI common shares held by his spouse.
Yang June reported acquisition or exercise transactions in this Form 4 filing.
MSCI Inc. director June Yang reported a grant of 388 shares of common stock in the form of restricted stock units at no cost. These units are scheduled to vest on May 1, 2027. Under the MSCI Inc. Non-Employee Directors Deferral Plan, she has elected to defer receipt of the shares until the earlier of June 1, 2031 and the 60th day after her separation from service as a director. Following this grant, she holds a total of 902 shares of MSCI common stock directly.
MSCI Inc. director Sandy C. Rattray reported routine equity compensation transactions. On May 1, 2026, he received a grant of 388 shares of MSCI common stock at no cost, tied to restricted stock units that vest on May 1, 2027.
On the same date, 32 shares were withheld and reacquired by MSCI to satisfy tax withholding obligations related to the vesting and conversion of restricted stock units. After these transactions, Rattray directly holds 2,417 MSCI shares.