Catherine R. Kinney - 15 Nov 2022 Form 4 Insider Report for MSCI Inc. (MSCI)

Reporting relationship: Director
Issuer ticker: MSCI
Reported as of: 15 Nov 2022
Net transaction value: -$1,205,553
SEC form: 4
Accepted by SEC: 17 Nov 2022, 15:02:24 UTC
Prior SEC filing: 05 Oct 2022
Next SEC filing: 23 Nov 2022
Source filing: View source filing
Reporting owner signature: /s/ Cecilia Aza, attorney-in-fact

Key filing fact

Catherine R. Kinney filed Form 4 for MSCI Inc. (MSCI) on 17 Nov 2022.

Key facts

This page summarizes Catherine R. Kinney's Form 4 filing for MSCI Inc. (MSCI).
5 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 17 Nov 2022, 15:02.

Change

Previous filing in this sequence was filed on 05 Oct 2022.
Current net transaction value: -$1,205,553.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MSCI transaction

Common Stock

Sale

Transaction value: $171,846
Shares: -339
Change %: -2.3%
Price: $506.92
Shares after: 14,676
Date: 15 Nov 2022
Ownership: Direct
Footnotes: F1

MSCI transaction

Common Stock

Gift

Transaction value: $0
Shares: -2,012
Change %: -50%
Price: $0.000000
Shares after: 2,008
Date: 15 Nov 2022
Ownership: By Catherine R. Kinney 2020 GRAT
Footnotes: F2

MSCI transaction

Common Stock

Gift

Transaction value: $0
Shares: +2,012
Change %
Price: $0.000000
Shares after: 2,012
Date: 15 Nov 2022
Ownership: By Catherine R. Kinney Family Trust
Footnotes: F2

MSCI transaction

Common Stock

Sale

Transaction value: $832,639
Shares: -1,660
Change %: -11%
Price: $501.59
Shares after: 13,016
Date: 16 Nov 2022
Ownership: Direct
Footnotes: F3

MSCI transaction

Common Stock

Sale

Transaction value: $201,068
Shares: -400
Change %: -3.1%
Price: $502.67
Shares after: 12,616
Date: 16 Nov 2022
Ownership: Direct
Footnotes: F4

MSCI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 10,558
Date: 15 Nov 2022
Ownership: By Catherine R. Kinney 2021 GRAT No. 2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

The balance shown reflects the November 15, 2022 transfer of 2,008 shares previously indirectly held by the Catherine R. Kinney 2020 GRAT, a grantor retained annuity trust established by the Reporting Person, following the termination of the Catherine R. Kinney 2020 GRAT, to direct holdings by the Reporting Person.

Footnote F2

Reflects the exempt contribution pursuant to Rule 16a-13 by the Reporting Person of 2,012 shares previously indirectly held by the Catherine R. Kinney 2020 GRAT, a grantor retained annuity trust established by the Reporting Person, following the termination of the Catherine R. Kinney 2020 GRAT, to the Catherine R. Kinney Family Trust, a trust established by the Reporting Person.

Footnote F3

This transaction was executed in multiple trades at prices ranging from $501.41 to $502.275. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.

Footnote F4

This transaction was executed in multiple trades at prices ranging from $502.665 to $502.67. The price reported above reflects the weighted average sales price. The Reporting Person hereby undertakes to provide, upon request, to the SEC staff, the issuer or the security holders of the issuer full information regarding the number of shares and prices at which each transaction was effected.