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