| 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 |
| 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). |