Form 4: MSCI Inc. Executive C.D. Baer Pettit Acquires Shares Through PSU Vesting, Sells Shares for Tax Obligations

C.D. Baer Pettit, President & COO of MSCI Inc., acquired 25,943 shares of common stock through the vesting of performance stock units (PSUs) and sold 12,194 shares to cover tax withholding obligations.

Summary

• On February 6, 2025, C.D. Baer Pettit, President & COO of MSCI Inc., acquired 25,943 shares of MSCI common stock due to the vesting of performance stock units (PSUs).
• These PSUs were granted on February 6, 2020, and vested based on the achievement of performance metrics certified by the Compensation, Talent and Culture Committee.
• The performance period for these PSUs was from February 5, 2020, to February 4, 2025.
• Simultaneously, Pettit disposed of 12,194 shares of common stock at a price of $587.48 per share.
• This disposal was to satisfy tax withholding obligations related to the vesting of the PSUs.
• Following these transactions, Pettit directly owns 304,787 shares of MSCI Inc. common stock.

Sentiment

Score: 6

Explanation: The sentiment is neutral. The filing reflects routine transactions related to executive compensation and tax obligations. 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, suggesting positive performance for the company during the performance period.

Industry Context

Form 4 filings are standard practice and provide transparency into the transactions of company insiders, allowing investors to track ownership changes and potential alignment of interests.

Stakeholder Impact

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

Key Dates