Chairman and CEO, Director·Indirect · By Henry Fernandez 2024 MSCI Annuity Trust
Gift · Dispose
Common Stock
Shares-75.71K
Price$0.00
Total Value$0
Shares Owned After0
Transaction DateApr 28, 2026
Footnotes ▸
The balance shown reflects the transfer of 234,114 shares previously indirectly held by the Henry Fernandez 2024 MSCI Annuity Trust (the "2024 GRAT"), a grantor retained annuity trust established by the Reporting Person, to direct holdings of the Reporting Person, reflecting the final scheduled annuity payment from the 2024 GRAT. | The reported transaction reflects the distribution of the remaining shares held by the 2024 GRAT to The Fernandez 2007 Children's Trust upon the scheduled termination of the 2024 GRAT. The spouse of the Reporting Person is the trustee of The Fernandez 2007 Children's Trust.
Fernandez Henry A
Chairman and CEO, Director·Direct
Premium option to purchase common stockDerivative
Shares0
Price-
Total Value$0
Shares Owned After36.85K
ExpiresJan 31, 2035
Holding Only
Fernandez Henry A
Chairman and CEO, Director·Direct
Common Stock
Shares0
Price-
Total Value$0
Shares Owned After1.73M
Footnotes ▸
The balance shown reflects the transfer of 234,114 shares previously indirectly held by the Henry Fernandez 2024 MSCI Annuity Trust (the "2024 GRAT"), a grantor retained annuity trust established by the Reporting Person, to direct holdings of the Reporting Person, reflecting the final scheduled annuity payment from the 2024 GRAT.
Fernandez Henry A
Chairman and CEO, Director·Direct
Option to purchase common stockDerivative
Shares0
Price-
Total Value$0
Shares Owned After29.56K
ExpiresFeb 3, 2032
Holding Only
Post-Transaction Holdings
Fernandez Henry A
Security
Shares
Change
Common Stock
1.73M
-75.71K (-4.20%)
Option to purchase common stock
29.56K
-
Premium option to purchase common stock
36.85K
-
Original SEC Filing Textexpand_more
=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-04-28
10b5-1 Pre-arranged Plan: No
--- Issuer ---
Name: MSCI Inc. (MSCI)
CIK: 0001408198
--- Reporting Owner ---
Name: Fernandez Henry A
CIK: 0001416750
Role: Director, Officer (Chairman and CEO)
--- Non-Derivative Transactions ---
[Transaction #1]
Security: Common Stock
Date: 2026-04-28 | Code: G (Gift)
Shares: -75,707 | Price: $0.00
Shares Owned After: 0 | Ownership: I (Indirect) | Nature: By Henry Fernandez 2024 MSCI Annuity Trust
Footnotes:
[F1] The balance shown reflects the transfer of 234,114 shares previously indirectly held by the Henry Fernandez 2024 MSCI Annuity Trust (the "2024 GRAT"), a grantor retained annuity trust established by the Reporting Person, to direct holdings of the Reporting Person, reflecting the final scheduled annuity payment from the 2024 GRAT.
[F2] The reported transaction reflects the distribution of the remaining shares held by the 2024 GRAT to The Fernandez 2007 Children's Trust upon the scheduled termination of the 2024 GRAT. The spouse of the Reporting Person is the trustee of The Fernandez 2007 Children's Trust.
[Transaction #2]
Security: Common Stock
Date: 2026-04-28 | Code: G (Gift)
Shares: +75,707 | Price: $0.00
Shares Owned After: 410,776 | Ownership: I (Indirect) | Nature: By Fernandez 2007 Children's Trust
Footnotes:
[F2] The reported transaction reflects the distribution of the remaining shares held by the 2024 GRAT to The Fernandez 2007 Children's Trust upon the scheduled termination of the 2024 GRAT. The spouse of the Reporting Person is the trustee of The Fernandez 2007 Children's Trust.
--- Holdings ---
[Holding #1]
Security: Common Stock
Ownership: D (Direct)
Footnotes:
[F1] The balance shown reflects the transfer of 234,114 shares previously indirectly held by the Henry Fernandez 2024 MSCI Annuity Trust (the "2024 GRAT"), a grantor retained annuity trust established by the Reporting Person, to direct holdings of the Reporting Person, reflecting the final scheduled annuity payment from the 2024 GRAT.
[Holding #2]
Security: Common Stock
Ownership: I (Indirect)
[Holding #3]
Security: Common Stock
Ownership: I (Indirect)
[Holding #4]
Security: Common Stock
Ownership: I (Indirect)
[Holding #5]
Security: Option to purchase common stock
Ownership: D (Direct)
[Holding #6]
Security: Premium option to purchase common stock
Ownership: D (Direct)
[Holding #7]
Security: Premium option to purchase common stock
Ownership: D (Direct)
[Holding #8]
Security: Premium option to purchase common stock
Ownership: D (Direct)
[Holding #9]
Security: Option to purchase common stock
Ownership: D (Direct)
--- Footnotes (Complete Index) ---
F1: The balance shown reflects the transfer of 234,114 shares previously indirectly held by the Henry Fernandez 2024 MSCI Annuity Trust (the "2024 GRAT"), a grantor retained annuity trust established by the Reporting Person, to direct holdings of the Reporting Person, reflecting the final scheduled annuity payment from the 2024 GRAT.
F2: The reported transaction reflects the distribution of the remaining shares held by the 2024 GRAT to The Fernandez 2007 Children's Trust upon the scheduled termination of the 2024 GRAT. The spouse of the Reporting Person is the trustee of The Fernandez 2007 Children's Trust.
--- Signature ---
/s/ /s/ Cecilia Aza, attorney-in-fact (2026-04-30)