MSCI Inc.·4

May 18, 4:10 PM ET

Fernandez Henry A 4

4 · MSCI Inc. · Filed May 18, 2026

Research Summary

AI-generated summary of this filing

Updated

MSCI CEO Henry Fernandez Buys 4,000 Shares ($2.25M)

What Happened

  • Henry A. Fernandez, Chairman, CEO and Director of MSCI Inc. (MSCI), made multiple open-market purchases on 2026-05-15 totaling 4,000 shares for aggregate proceeds of approximately $2,249,591. The purchases were executed in seven lots: 120, 240, 1,238, 1,122, 800, 400 and 80 shares at reported weighted-average prices per lot ranging roughly $559.40 to $565.17. These were purchases (Form 4 code P), which are purchases of company stock rather than sales.

Key Details

  • Transaction date: 2026-05-15; Form 4 filed 2026-05-18 (timely filed within the two-business-day requirement).
  • Lots (shares @ weighted-average price — reported lot value):
    • 120 @ $559.40 = $67,128 (F1: actual trades $558.85–$559.83)
    • 240 @ $560.28 = $134,467 (F2: $559.90–$560.75)
    • 1,238 @ $561.56 = $695,211 (F3: $560.91–$561.88)
    • 1,122 @ $562.47 = $631,091 (F4: $562.01–$562.96)
    • 800 @ $563.39 = $450,712 (F5: $563.03–$563.90)
    • 400 @ $564.42 = $225,768 (F6: $564.12–$564.74)
    • 80 @ $565.17 = $45,214 (F7: $565.16–$565.17)
  • Total purchased: 4,000 shares for ~$2,249,591.
  • Shares owned after the transaction: not disclosed in this filing.
  • Notable footnotes: Each lot was executed in multiple trades; the reported prices are weighted averages and the filer offers to provide full per-trade details upon request. No 10b5-1 plan, option exercise, gift, or tax-withholding event is indicated.

Context

  • Code P indicates open-market purchases. Purchases by insiders (especially CEOs) are often viewed as a positive signal but do not prove future performance—this summary is factual only. No derivative activity or option exercises were reported in this filing.

Insider Transaction Report

Form 4
Period: 2026-05-15
Fernandez Henry A
DirectorChairman and CEO
Transactions
  • Purchase

    Common Stock

    [F1]
    2026-05-15$559.40/sh+120$67,1281,728,081 total
  • Purchase

    Common Stock

    [F2]
    2026-05-15$560.28/sh+240$134,4671,728,321 total
  • Purchase

    Common Stock

    [F3]
    2026-05-15$561.56/sh+1,238$695,2111,729,559 total
  • Purchase

    Common Stock

    [F4]
    2026-05-15$562.47/sh+1,122$631,0911,730,681 total
  • Purchase

    Common Stock

    [F5]
    2026-05-15$563.39/sh+800$450,7121,731,481 total
  • Purchase

    Common Stock

    [F6]
    2026-05-15$564.42/sh+400$225,7681,731,881 total
  • Purchase

    Common Stock

    [F7]
    2026-05-15$565.17/sh+80$45,2141,731,961 total
Holdings
  • Common Stock

    (indirect: By Trust)
    410,776
  • Common Stock

    (indirect: By Son)
    15,400
  • Common Stock

    (indirect: By Son)
    15,400
  • Common Stock

    (indirect: By Daughter)
    15,400
  • Option to purchase common stock

    Exercise: $549.83From: 2025-02-03Exp: 2032-02-03Common Stock (29,564 underlying)
    29,564
  • Premium option to purchase common stock

    Exercise: $1000.00From: 2030-01-31Exp: 2035-01-31Common Stock (36,846 underlying)
    36,846
  • Premium option to purchase common stock

    Exercise: $1100.00From: 2030-01-31Exp: 2035-01-31Common Stock (40,780 underlying)
    40,780
  • Premium option to purchase common stock

    Exercise: $1200.00From: 2030-01-31Exp: 2035-01-31Common Stock (44,920 underlying)
    44,920
  • Option to purchase common stock

    Exercise: $554.52From: 2026-02-02Exp: 2033-02-02Common Stock (42,193 underlying)
    42,193
Footnotes (7)
  • [F1]This transaction was executed in multiple trades at prices ranging from $558.85 to $559.83. The price reported above reflects the weighted average purchase 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.
  • [F2]This transaction was executed in multiple trades at prices ranging from $559.90 to $560.75. The price reported above reflects the weighted average purchase 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.
  • [F3]This transaction was executed in multiple trades at prices ranging from $560.91 to $561.88. The price reported above reflects the weighted average purchase 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.
  • [F4]This transaction was executed in multiple trades at prices ranging from $562.01 to $562.96. The price reported above reflects the weighted average purchase 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.
  • [F5]This transaction was executed in multiple trades at prices ranging from $563.03 to $563.90. The price reported above reflects the weighted average purchase 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.
  • [F6]This transaction was executed in multiple trades at prices ranging from $564.12 to $564.74. The price reported above reflects the weighted average purchase 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.
  • [F7]This transaction was executed in multiple trades at prices ranging from $565.16 to $565.17. The price reported above reflects the weighted average purchase 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.
Signature
/s/ Cecilia Aza, attorney-in-fact|2026-05-18

Documents

1 file
  • 4
    wk-form4_1779135010.xmlPrimary

    FORM 4