Fernandez Henry A 4

What Happened Henry A. Fernandez, Chairman and CEO of MSCI Inc. (MSCI), reported two gift (G) transactions on 2026-04-28: a disposition by gift of 75,707 shares and an acquisition by gift of 75,707 shares, each at $0.00 (total reported value $0). The filings and footnotes show additional trust-related movements connected to the termination and annuity payment from the Henry Fernandez 2024 MSCI Annuity Trust (the "2024 GRAT").

Key Details

• Transaction date(s): 2026-04-28; Form 4 filed 2026-04-30 (timely filing).
• Reported transactions: Gift disposition of 75,707 shares and gift acquisition of 75,707 shares (both $0.00 per share).
• Footnote F1: The balance shown in the filing reflects transfer of 234,114 shares previously indirectly held by the 2024 GRAT to Mr. Fernandez’s direct holdings as the final scheduled annuity payment.
• Footnote F2: The filing also reports distribution of remaining shares held by the 2024 GRAT to The Fernandez 2007 Children’s Trust (the Reporting Person’s spouse is trustee).
• Shares owned after transaction: The filing indicates the 234,114-share transfer to direct holdings per F1; the exact total direct holdings after all transfers is not explicitly stated in the transaction lines.

Context

• These were gift transfers involving trusts, not open-market buys or sales; gifts do not necessarily indicate the insider’s view of the stock’s near-term prospects.
• The activity reflects estate/trust planning and scheduled trust termination/annuity distribution rather than a trading decision like a purchase or sale for cash.