Form 4: MSCI CEO Henry Fernandez Reports Stock Transactions

MSCI's Chairman and CEO, Henry Fernandez, reported the purchase of common stock through a trust and gifts of common stock to his children.

Summary

• On April 25, 2024, Henry Fernandez, Chairman and CEO of MSCI Inc., reported several transactions involving MSCI common stock.
• He purchased shares indirectly through the Fernandez 2007 Children's Trust at varying prices, ranging from $459.48 to $469.66.
• The purchases totaled 13,894 shares.
• Fernandez also gifted 7,500 shares each to his daughter and two sons.
• Additionally, 7,500 shares were gifted to his daughter.
• He also transferred 251,543 shares from The Henry Fernandez 2022 MSCI Annuity Trust to his direct holdings following the trust's termination.
• Following these transactions, Fernandez directly owns 1,745,267 shares and indirectly owns 327,479 shares through the Fernandez 2007 Children's Trust, and 15,400 shares each by his daughter and two sons.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing detailing stock transactions. It doesn't inherently convey positive or negative sentiment.

Industry Context

Form 4 filings are standard practice for company insiders to report transactions in their company's stock, providing transparency to the market.

Stakeholder Impact

• The transactions may have a minor impact on shareholders by slightly increasing the number of shares outstanding.
• The gifts to family members could be seen as a positive sign of the CEO's confidence in the company's future.

Key Dates