Henry A. Fernandez - Feb 5, 2024 Form 4 Insider Report for MSCI Inc. (MSCI)

Signature
/s/ Cecilia Aza, attorney-in-fact
Stock symbol
MSCI
Transactions as of
Feb 5, 2024
Transactions value $
-$29,461,778
Form type
4
Date filed
2/7/2024, 08:09 PM
Previous filing
Dec 29, 2023
Next filing
Apr 2, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MSCI Common Stock Award $0 +84K +5.69% $0.00 1.56M Feb 5, 2024 Direct F1, F2
transaction MSCI Common Stock Tax liability -$27.1M -46.5K -2.98% $583.39 1.51M Feb 5, 2024 Direct F3
transaction MSCI Common Stock Award $0 +7.3K +0.48% $0.00 1.52M Feb 5, 2024 Direct F4
transaction MSCI Common Stock Tax liability -$2.35M -4.04K -0.27% $583.39 1.52M Feb 5, 2024 Direct F5
holding MSCI Common Stock 314K Feb 5, 2024 By Fernandez 2007 Children's Trust
holding MSCI Common Stock 252K Feb 5, 2024 By The Henry Fernandez 2022 MSCI Annuity Trust F2
holding MSCI Common Stock 7.9K Feb 5, 2024 By Daughter
holding MSCI Common Stock 7.9K Feb 5, 2024 By Son
holding MSCI Common Stock 7.9K Feb 5, 2024 By Son
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents the number of shares of common stock issued following the vesting and conversion of performance stock units ("PSUs") granted to the reporting person on February 7, 2019, upon certification by the Compensation, Talent and Culture Committee (the "Compensation Committee") on February 5, 2024 of the achievement of the performance metric for the performance period from February 6, 2019 to February 5, 2024.
F2 The balance shown reflects the transfer of 251,566 shares previously indirectly held by The Henry Fernandez 2022 MSCI Annuity Trust, a grantor retained annuity trust ("GRAT") established by the Reporting Person, to direct holdings by the Reporting Person following a scheduled annuity payment from the GRAT.
F3 Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 84,022 PSUs granted on February 7, 2019 (includes the performance adjustment as described above).
F4 Represents the number of shares of common stock issued following the vesting and conversion of PSUs granted to the reporting person on February 4, 2021, upon certification by the Compensation Committee on February 5, 2024 of the achievement of the performance metric for the performance period from February 3, 2021 to February 2, 2024.
F5 Represents shares reacquired by MSCI Inc. to satisfy tax withholding obligations in connection with the vesting and conversion to shares of 7,298 PSUs granted on February 4, 2021 (includes the performance adjustment as described above).