Form 4: MSCI Director Robert G. Ashe Reports Charitable Gift and Beneficial Ownership

Director Robert G. Ashe reported a charitable gift of 90 common stock shares and indirect beneficial ownership of 16,449 shares through 1 Ontario Inc.

Summary

• On March 4, 2024, Robert G. Ashe, a director of MSCI Inc., reported a transaction involving the company's common stock.
• Mr. Ashe made a charitable gift of 90 shares of common stock to a non-profit organization.
• The gift was made on behalf of an entity over which Mr. Ashe retains sole investment and voting control.
• Mr. Ashe also reported indirect beneficial ownership of 16,449 shares of MSCI Inc. through 1 Ontario Inc.
• Mr. Ashe retains sole investment and voting control over 1 Ontario Inc.
• The common shares of 1 Ontario Inc. are held by the Ashe Trust, where Mr. Ashe, his spouse, and his children are beneficiaries and he and his spouse are trustees.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing detailing a charitable gift and beneficial ownership. It doesn't inherently convey positive or negative sentiment.

Industry Context

This is a standard SEC Form 4 filing, which is a routine disclosure required of company insiders (directors, officers, and 10% owners) when they trade in their company's stock. It provides transparency to the market regarding insider transactions.

Stakeholder Impact

• The charitable gift has a negligible impact on shareholders.
• The disclosure of beneficial ownership provides transparency to stakeholders.

Key Dates