SEC Form 5 · accession 0000950103-15-001127
MSCI Inc. · MSCI
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Henry A Fernandez
Officer — Chairman, CEO and President · Director
Period of report
Dec 31, 2014
Accepted (ET)
Feb 10, 2015 · 8:55 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0001408198
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Aug 29, 2014 | G | 12,000 | $0.00 | D | 844,626 | D | |
| Common StockF1 | Aug 29, 2014 | G | 4,700 | $0.00 | D | 844,626 | D | |
| Common StockF1 | Aug 29, 2014 | G | 3,600 | $0.00 | D | 844,626 | D | |
| Common StockF2 | holding | — | — | — | 161,813 | I | By 2012 GRAT | |
| Common StockF2 | holding | — | — | — | 171,349 | I | By 2010 GRAT | |
| Common Stock | holding | — | — | — | 213,541 | I | By Fernandez 2007 Children's Trust | |
| Common Stock | holding | — | — | — | 7,900 | I | By Son | |
| Common Stock | holding | — | — | — | 3,625 | I | By Son | |
| Common Stock | holding | — | — | — | 730 | I | By Daughter |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1Charitable gift to an educational institution on behalf of the Reporting Person effected pursuant to a 10b5-1 trading plan adopted by the Reporting Person on June 5, 2014.
- F2The Reporting Person is trustee and sole annuitant.