{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-04T12:11:54.140604+00:00","company":{"ticker":"MSCI","cik":1408198,"company_name":"MSCI Inc."},"pagination":{"limit":100,"returned":13,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"74fcf1f3877cc31a7e245137e90463250e0f76f6","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2026-04-21T23:59:59+00:00","payload":{"eps_text":"Diluted EPS of $5.53","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"Net income of $406.0 million","period_text":"first quarter ended March 31, 2026","report_date":"2026-04-21","result_type":"reported_results","revenue_text":"Operating revenues of $850.8 million"},"claim":"MSCI Inc. reported first quarter ended March 31, 2026 results: revenue Operating revenues of $850.8 million, net income Net income of $406.0 million, EPS Diluted EPS of $5.53.","evidence_excerpt":"changes are relative to the three months ended March 31, 2025 (“first quarter 2025”) and Run Rate percentage changes are relative to March 31, 2025). • Operating revenues of $850.8 million, up 14.1%; Organic operating revenue growth of 13.3% • Recurring subscription revenues up 8.6%; Asset-based fees up 26.6% • Operating margin of 53.7%; Adjusted EBITDA margin of","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001408198-26-000032","anchor_url":"https://secwatch.observer/filing/0001408198-26-000032#claim-74fcf1f3877cc31a7e245137e90463250e0f76f6","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819826000032/0001408198-26-000032-index.htm"},{"fact_type":"material_agreement","fact_key":"012c310077d3b6d3d893c165d396018693e27be5","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2026-01-28T23:59:59+00:00","payload":{"action":"amendment","agreement_name":"Amendment","agreement_type":"license","counterparty":"BlackRock Fund Advisors (together with certain of its affiliates, the Licensee)","effective_date":"2026-01-27","item_codes_triggered":["1.01"],"value_text":null},"claim":"MSCI Inc. amended Amendment with BlackRock Fund Advisors (together with certain of its affiliates, the Licensee) (effective 2026-01-27).","evidence_excerpt":"On January 27, 2026, MSCI Inc. and its subsidiary MSCI Limited (together, “MSCI”) and BlackRock Fund Advisors (together with certain of its affiliates, the “Licensee”) entered into an amendment (the “Amendment”) to the Master Index License Agreement for Exchange Traded Funds, dated October 1, 2022, and Schedule No. 1 thereto (together, the “Existing ETF Agreements”).","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001408198-26-000008","anchor_url":"https://secwatch.observer/filing/0001408198-26-000008#claim-012c310077d3b6d3d893c165d396018693e27be5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819826000008/0001408198-26-000008-index.htm"},{"fact_type":"debt_financing","fact_key":"c64d9b91f636b172760960d691667a010798982d","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2025-08-20T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A., Bank of America, N.A.","effective_date":"2025-08-20","event":"amendment","instrument_type":"revolving_credit","interest_rate_text":"eliminates the 0.10% Term SOFR adjustment","item_codes_triggered":["2.03"],"maturity_text":"August 20, 2030","principal_text":"$1.60 billion"},"claim":"MSCI Inc. amended revolving credit of $1.60 billion with JPMorgan Chase Bank, N.A., Bank of America, N.A. at eliminates the 0.10% Term SOFR adjustment maturing August 20, 2030.","evidence_excerpt":"The Credit Agreement increases the aggregate revolving commitments to $1.60 billion (from $1.25 billion) and extends the availability period to August 20, 2030.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0000950103-25-010515","anchor_url":"https://secwatch.observer/filing/0000950103-25-010515#claim-c64d9b91f636b172760960d691667a010798982d","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000095010325010515/0000950103-25-010515-index.htm"},{"fact_type":"executive_change","fact_key":"73961440df","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2025-02-25T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":null,"interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Wayne Edmunds retired as Director at MSCI Inc..","evidence_excerpt":"Mr. Wayne Edmunds informed MSCI Inc. (“MSCI” or the “Company”) of his decision to retire from the Board of Directors (the “Board”) of the Company and not stand for re-election at the Company’s 2025 Annual Meeting of Shareholders.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001408198-25-000069","anchor_url":"https://secwatch.observer/filing/0001408198-25-000069#claim-73961440df","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819825000069/0001408198-25-000069-index.htm"},{"fact_type":"executive_change","fact_key":"4e93ced6ff","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-08-01T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-08-05","interim":false,"role":"independent director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Michelle Seitz was appointed as independent director at MSCI Inc..","evidence_excerpt":"On July 31, 2024, the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) appointed Michelle Seitz to serve as an independent director on the Board, effective August 5, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001408198-24-000139","anchor_url":"https://secwatch.observer/filing/0001408198-24-000139#claim-4e93ced6ff","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000139/0001408198-24-000139-index.htm"},{"fact_type":"executive_change","fact_key":"ca20561392","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-07-26T23:59:59+00:00","payload":{"action":"resigned","action_category":"departure","departure_tone":"routine","effective_date":"2024-07-25","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Chirantan Desai resigned as Director at MSCI Inc..","evidence_excerpt":"On July 25, 2024, Chirantan “CJ” Desai notified the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) of his resignation from service as a director of the Company, effective the same date.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001408198-24-000134","anchor_url":"https://secwatch.observer/filing/0001408198-24-000134#claim-ca20561392","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000134/0001408198-24-000134-index.htm"},{"fact_type":"executive_change","fact_key":"95a267fd81","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-06-17T23:59:59+00:00","payload":{"action":"will no longer be designated as principal accounting officer","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2024-08-08","interim":false,"role":"Chief Financial Officer","role_category":"cfo","successor_name":"C. Jack Read","successor_named":true},"claim":"Andrew C. Wiechmann changed role as Chief Financial Officer at MSCI Inc..","evidence_excerpt":"In connection with Mr. Read’s appointment, Andrew C. Wiechmann, the Company’s Chief Financial Officer, will no longer be designated as the Company’s principal accounting officer.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001408198-24-000124","anchor_url":"https://secwatch.observer/filing/0001408198-24-000124#claim-95a267fd81","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000124/0001408198-24-000124-index.htm"},{"fact_type":"executive_change","fact_key":"e793227ea7","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-06-17T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-08-08","interim":false,"role":"Global Controller and Chief Accounting Officer","role_category":"other_named_officer","successor_name":null,"successor_named":false},"claim":"C. Jack Read was appointed as Global Controller and Chief Accounting Officer at MSCI Inc..","evidence_excerpt":"On June 17, 2024, the Board of Directors (the “Board”) of MSCI Inc. (the “Company”) appointed C. Jack Read, to serve as the Company’s Global Controller and Chief Accounting Officer, and designated Mr. Read as the Company’s principal accounting officer, in each case effective August 8, 2024.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001408198-24-000124","anchor_url":"https://secwatch.observer/filing/0001408198-24-000124#claim-e793227ea7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000124/0001408198-24-000124-index.htm"},{"fact_type":"shareholder_vote","fact_key":"c430ebcfd27085413c4aba3d491868ecdc14f00c","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-04-24T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-04-23","outcome":"failed","proposal_text":"Shareholder proposal to report on “Chinese Military-Industry Companies” in Company indices","proposal_type":"other","results":[{"broker_non_votes":"3,813,520","subject":null,"votes_abstain":"961,268","votes_against":"66,608,218","votes_for":"300,200","votes_withheld":null}]},"claim":"MSCI Inc. shareholders rejected Shareholder proposal to report on “Chinese Military-Industry Companies” in Company indices at the 2024-04-23 meeting.","evidence_excerpt":"Proposal 4 – Shareholder proposal to report on “Chinese Military-Industry Companies” in Company indices. For Against Abstain Broker Non-Vote 300,200 66,608,218 961,268 3,813,520","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001408198-24-000077","anchor_url":"https://secwatch.observer/filing/0001408198-24-000077#claim-c430ebcfd27085413c4aba3d491868ecdc14f00c","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000077/0001408198-24-000077-index.htm"},{"fact_type":"shareholder_vote","fact_key":"7596854367d65495bc5fc25be0483424b4b828d7","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-04-24T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-04-23","outcome":"passed","proposal_text":"Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent auditor for fiscal year 2024","proposal_type":"auditor_ratification","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":"161,511","votes_against":"462,637","votes_for":"71,059,058","votes_withheld":null}]},"claim":"MSCI Inc. shareholders approved Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent auditor for fiscal year 2024 at the 2024-04-23 meeting.","evidence_excerpt":"Proposal 3 – Ratification of the appointment of PricewaterhouseCoopers LLP as the Company’s independent auditor for fiscal year 2024. For Against Abstain 71,059,058 462,637 161,511","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001408198-24-000077","anchor_url":"https://secwatch.observer/filing/0001408198-24-000077#claim-7596854367d65495bc5fc25be0483424b4b828d7","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000077/0001408198-24-000077-index.htm"},{"fact_type":"shareholder_vote","fact_key":"4377ad70d73a5371caa12ee774580351edf10077","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-04-24T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-04-23","outcome":"passed","proposal_text":"Approval, by non-binding vote, of the Company’s executive compensation","proposal_type":"say_on_pay","results":[{"broker_non_votes":"3,813,520","subject":null,"votes_abstain":"295,984","votes_against":"1,828,172","votes_for":"65,745,530","votes_withheld":null}]},"claim":"MSCI Inc. shareholders approved Approval, by non-binding vote, of the Company’s executive compensation at the 2024-04-23 meeting.","evidence_excerpt":"Proposal 2 – Approval, by non-binding vote, of the Company’s executive compensation. For Against Abstain Broker Non-Vote 65,745,530 1,828,172 295,984 3,813,520","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001408198-24-000077","anchor_url":"https://secwatch.observer/filing/0001408198-24-000077#claim-4377ad70d73a5371caa12ee774580351edf10077","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000077/0001408198-24-000077-index.htm"},{"fact_type":"shareholder_vote","fact_key":"5f7349646b1f1bdb5c30dc1607cad18609492cee","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-04-24T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-04-23","outcome":"passed","proposal_text":"Election of members of the Company’s Board of Directors","proposal_type":"director_election","results":[{"broker_non_votes":"3,813,520","subject":"Henry A. Fernandez","votes_abstain":"505,262","votes_against":"3,305,379","votes_for":"64,059,045","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Robert G. Ashe","votes_abstain":"163,003","votes_against":"3,201,251","votes_for":"64,505,432","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Chirantan “CJ” Desai","votes_abstain":"162,108","votes_against":"76,547","votes_for":"67,631,031","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Wayne Edmunds","votes_abstain":"162,738","votes_against":"78,767","votes_for":"67,628,181","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Robin Matlock","votes_abstain":"161,783","votes_against":"2,030,446","votes_for":"65,677,457","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Jacques P. Perold","votes_abstain":"162,809","votes_against":"562,720","votes_for":"67,144,157","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"C.D. Baer Pettit","votes_abstain":"162,057","votes_against":"590,446","votes_for":"67,117,183","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Sandy C. Rattray","votes_abstain":"161,858","votes_against":"2,845,050","votes_for":"64,862,778","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Linda H. Riefler","votes_abstain":"209,607","votes_against":"5,029,294","votes_for":"62,630,785","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Marcus L. Smith","votes_abstain":"162,793","votes_against":"477,044","votes_for":"67,229,849","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Rajat Taneja","votes_abstain":"164,498","votes_against":"141,138","votes_for":"67,564,050","votes_withheld":null},{"broker_non_votes":"3,813,520","subject":"Paula Volent","votes_abstain":"161,702","votes_against":"42,733","votes_for":"67,665,251","votes_withheld":null}]},"claim":"MSCI Inc. shareholders approved Election of members of the Company’s Board of Directors at the 2024-04-23 meeting.","evidence_excerpt":"Proposal 1 - Election of members of the Company’s Board of Directors Director For Against Abstain Broker Non-Vote Henry A. Fernandez 64,059,045 3,305,379 505,262 3,813,520 Robert G. Ashe 64,505,432 3,201,251 163,003 3,813,520 Chirantan “CJ” Desai 67,631,031 76,547 162,108 3,813,520 Wayne Edmunds 67,628,181 78,767 162,738 3,813,520 Robin Matlock 65,677,457 2,030,446 161,783 3,813,520 Jacques P. Perold 67,144,157 562,720 162,809 3,813,520 C.D. Baer Pettit 67,117,183 590,446 162,057 3,813,520 Sandy C. Rattray 64,862,778 2,845,050 161,858 3,813,520 Linda H. Riefler 62,630,785 5,029,294 209,607 3,813,520 Marcus L. Smith 67,229,849 477,044 162,793 3,813,520 Rajat Taneja 67,564,050 141,138 164,498 3,813,520 Paula Volent 67,665,251 42,733 161,702 3,813,520","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001408198-24-000077","anchor_url":"https://secwatch.observer/filing/0001408198-24-000077#claim-5f7349646b1f1bdb5c30dc1607cad18609492cee","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000077/0001408198-24-000077-index.htm"},{"fact_type":"earnings_release","fact_key":"0d5abcfb960fb506269fcfe0a57a825e5c0138f5","cik":1408198,"ticker":"MSCI","company_name":"MSCI Inc.","filed_at":"2024-04-23T23:59:59+00:00","payload":{"eps_text":"Diluted EPS of $3.22","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"Net income of $256.0 million","period_text":"First quarter ended March 31, 2024","report_date":"2024-04-23","result_type":"reported_results","revenue_text":"Operating revenues of $680.0 million"},"claim":"MSCI Inc. reported First quarter ended March 31, 2024 results: revenue Operating revenues of $680.0 million, net income Net income of $256.0 million, EPS Diluted EPS of $3.22.","evidence_excerpt":"Operating revenues of $680.0 million, up 14.8%; Organic operating revenue growth of 10.3%","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001408198-24-000072","anchor_url":"https://secwatch.observer/filing/0001408198-24-000072#claim-0d5abcfb960fb506269fcfe0a57a825e5c0138f5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1408198/000140819824000072/0001408198-24-000072-index.htm"}]}