Form 4: MSCI CEO Henry Fernandez Reports Stock Transactions Following PSU Vesting

Henry Fernandez, CEO of MSCI Inc., reports the acquisition of 58,370 shares of common stock following the vesting of performance stock units and the subsequent disposal of 32,279 shares to cover tax obligations.

Summary

• On February 6, 2025, Henry Fernandez, the Chairman and CEO of MSCI Inc., acquired 58,370 shares of common stock due to the vesting and conversion of performance stock units (PSUs) granted on February 6, 2020.
• The vesting was certified by the Compensation, Talent and Culture Committee on February 6, 2025, based on the achievement of performance metrics from February 5, 2020, to February 4, 2025.
• Simultaneously, Mr. Fernandez disposed of 32,279 shares of common stock at a price of $587.48 per share to satisfy tax withholding obligations related to the PSU vesting.
• Following these transactions, Mr. Fernandez directly owns 1,264,651 shares of MSCI Inc. common stock.
• He also indirectly owns 506,707 shares through the Henry Fernandez 2024 MSCI Annuity Trust, 330,379 shares through the Fernandez 2007 Children's Trust, and 15,400 shares each through trusts for his son and daughter.

Sentiment

Score: 6

Explanation: The document primarily reports routine stock transactions related to executive compensation. The vesting of PSUs suggests the achievement of performance goals, which is mildly positive.

Positives

• The vesting of PSUs indicates that performance metrics were met during the specified period, suggesting positive performance by MSCI Inc.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The transactions have a minor impact on shareholders as they reflect standard executive compensation practices.

Key Dates