0001408198-24-000027.txt : 20240207
0001408198-24-000027.hdr.sgml : 20240207
20240207200926
ACCESSION NUMBER: 0001408198-24-000027
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240205
FILED AS OF DATE: 20240207
DATE AS OF CHANGE: 20240207
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Fernandez Henry A
CENTRAL INDEX KEY: 0001416750
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-33812
FILM NUMBER: 24606473
MAIL ADDRESS:
STREET 1: MSCI INC.
STREET 2: 88 PINE STREET
CITY: NEW YORK
STATE: NY
ZIP: 10005
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: MSCI Inc.
CENTRAL INDEX KEY: 0001408198
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389]
ORGANIZATION NAME: 07 Trade & Services
IRS NUMBER: 134038723
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 7 WORLD TRADE CENTER
STREET 2: 250 GREENWICH STREET, 49TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10007
BUSINESS PHONE: 212-804-3990
MAIL ADDRESS:
STREET 1: 7 WORLD TRADE CENTER
STREET 2: 250 GREENWICH STREET, 49TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10007
4
1
wk-form4_1707354557.xml
FORM 4
X0508
4
2024-02-05
0
0001408198
MSCI Inc.
MSCI
0001416750
Fernandez Henry A
MSCI INC.
7 WORLD TRADE CENTER, 250 GREENWICH ST.
NEW YORK
NY
10007
1
1
0
0
Chairman and CEO
0
Common Stock
2024-02-05
4
A
0
84022
0
A
1559427
D
Common Stock
2024-02-05
4
F
0
46465
583.39
D
1512962
D
Common Stock
2024-02-05
4
A
0
7298
0
A
1520260
D
Common Stock
2024-02-05
4
F
0
4036
583.39
D
1516224
D
Common Stock
314479
I
By Fernandez 2007 Children's Trust
Common Stock
251543
I
By The Henry Fernandez 2022 MSCI Annuity Trust
Common Stock
7900
I
By Daughter
Common Stock
7900
I
By Son
Common Stock
7900
I
By Son
Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024.
The balance shown reflects the transfer of 251,566 shares previously indirectly held by The Henry Fernandez 2022 MSCI Annuity Trust, a grantor retained annuity trust ("GRAT") established by the Reporting Person, to direct holdings by the Reporting Person following a scheduled annuity payment from the GRAT.
Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 84,022 PSUs granted on February 7, 2019 (includes the performance adjustment as described above).
Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024.
Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 7,298 PSUs granted on February 4, 2021 (includes the performance adjustment as described above).
/s/ Cecilia Aza, attorney-in-fact
2024-02-07