Form 4: MSCI Inc. Director Catherine Kinney Reports Changes in Beneficial Ownership

Director Catherine Kinney reports acquisition of shares through dividend payment and transfer of shares from grantor retained annuity trusts.

Summary

• Catherine Kinney, a director at MSCI Inc., filed a Form 4 detailing changes in her beneficial ownership of the company's common stock.
• On February 29, 2024, Kinney acquired 58 shares of common stock due to MSCI Inc.'s dividend payment, which were deferred under the Non-Employee Directors Deferral Plan until 60 days after separation from service as a director.
• Also on February 29, 2024, 4,114 shares were transferred from the Catherine R. Kinney 2021 GRAT No. 2 and 1,685 shares were transferred from the Catherine R. Kinney 2022 GRAT to direct holdings by Kinney following scheduled annuity payments.
• Following these transactions, Kinney directly owns 19,314 shares of MSCI Inc. common stock.
• Kinney also indirectly owns 2,478 shares through the Catherine R. Kinney 2021 GRAT No. 2 and 2,281 shares through the Catherine R. Kinney 2022 GRAT.

Sentiment

Score: 7

Explanation: The sentiment is neutral to slightly positive as the filing reflects standard transactions and dividend payments, indicating a stable financial position.

Positives

• The acquisition of shares through dividend payments reflects the company's performance and commitment to shareholder returns.

Future Outlook

The reporting person has elected to defer receipt of the dividend shares until the 60th day after such Reporting Person's 'separation from service' as a director.

Industry Context

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

Stakeholder Impact

• The filing provides transparency to shareholders regarding the ownership stake of a key director.

Key Dates