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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 4:02 PM View:  | MSCI Inc. (MSCI) | 01-May-24 | Grant | 794 | -- | -- | 4% 17.7K to 18.49K | |
| 06-Mar-24 4:29 PM View: | MSCI Inc. (MSCI) | 04-Mar-24 | Gift | 90 | -- | -- | (< 1%) 17.79K to 17.7K | |
| 03-May-23 4:00 PM View: | MSCI Inc. (MSCI) | 01-May-23 | Grant | 694 | -- | -- | 4% 17.1K to 17.79K | |
| 14-Feb-23 10:00 PM View: | MSCI Inc. (MSCI) | 31-Dec-22 | Gift | 16,539 | -- | -- | 97% 17.1K to 33.63K | |
| 14-Feb-23 10:00 PM View: | MSCI Inc. (MSCI) | 31-Dec-22 | Gift | 16,539 | -- | -- | (49%) 33.63K to 17.1K | |
| 03-May-22 4:28 PM View: | MSCI Inc. (MSCI) | 01-May-22 | Grant | 829 | -- | -- | 5% 16.27K to 17.1K | |
| 04-May-21 4:04 PM View: | MSCI Inc. (MSCI) | 01-May-21 | Grant | 678 | -- | -- | 4% 15.59K to 16.27K | |
| 05-May-20 5:00 PM View: | MSCI Inc. (MSCI) | 01-May-20 | Grant | 1,016 | -- | -- | 7% 14.57K to 15.59K | |
| 03-May-19 4:29 PM View: | MSCI Inc. (MSCI) | 01-May-19 | Grant | 1,424 | -- | -- | 11% 13.15K to 14.57K | |
| 18-May-18 6:30 PM View: | Concentrix Servicesource Inc. (SREV) | 16-May-18 | Grant | 35,366 | -- | -- | 17% 206.0K to 241.36K | |
| 03-May-18 5:23 PM View: | MSCI Inc. (MSCI) | 01-May-18 | Grant | 2,131 | -- | -- | 18% 11.86K to 13.99K | |
| 03-May-18 5:23 PM View: | MSCI Inc. (MSCI) | 01-May-18 | Payment of Exercise | 841 | $150.66 | $126,705.00 | (6%) 13.99K to 13.15K | (15%) |
| 23-Aug-17 6:42 PM View: | Concentrix Servicesource Inc. (SREV) | 21-Aug-17 | Market Purchase | 45,500 | $3.33 | $151,515.00 | 28% 160.5K to 206.0K | (59%) |
| 19-May-17 5:12 PM View: | Concentrix Servicesource Inc. (SREV) | 17-May-17 | Grant | 35,251 | -- | -- | 28% 125.25K to 160.5K | |
| 02-May-17 6:03 PM View: | MSCI Inc. (MSCI) | 01-May-17 | Grant | 2,438 | -- | -- | 25% 9.83K to 12.27K | |
| 02-May-17 6:03 PM View: | MSCI Inc. (MSCI) | 01-May-17 | Payment of Exercise | 413 | $100.63 | $41,560.20 | (3%) 12.27K to 11.86K | (71%) |
| 02-May-17 6:03 PM View: | MSCI Inc. (MSCI) | 28-Apr-17 | Payment of Exercise | 725 | $100.32 | $72,732.00 | (7%) 10.56K to 9.83K | (72%) |
| 17-Feb-17 5:19 PM View: | MSCI Inc. (MSCI) | 16-Feb-17 | Grant | 51 | -- | -- | < 1% 10.52K to 10.57K | |
| 17-Feb-17 5:19 PM View: | MSCI Inc. (MSCI) | 16-Feb-17 | Payment of Exercise | 10 | $94.20 | $942.00 | (< 1%) 10.57K to 10.56K | (83%) |
| 09-Jun-16 5:10 PM View: | Concentrix Servicesource Inc. (SREV) | 07-Jun-16 | Grant | 33,314 | -- | -- | 36% 91.93K to 125.25K | |
| 02-May-16 6:21 PM View: | MSCI Inc. (MSCI) | 28-Apr-16 | Grant | 2,946 | -- | -- | 33% 8.84K to 11.79K | |
| 02-May-16 6:21 PM View: | MSCI Inc. (MSCI) | 28-Apr-16 | Payment of Exercise | 1,271 | $75.29 | $95,693.60 | (11%) 11.79K to 10.52K | (132%) |
| 08-Jun-15 7:27 PM View: | Concentrix Servicesource Inc. (SREV) | 04-Jun-15 | Grant | 37,251 | -- | -- | 68% 54.68K to 91.93K | |
| 04-May-15 7:53 PM View: | MSCI Inc. (MSCI) | 30-Apr-15 | Grant | 3,593 | -- | -- | 51% 7.0K to 10.59K | |
| 04-May-15 7:53 PM View: | MSCI Inc. (MSCI) | 30-Apr-15 | Payment of Exercise | 1,751 | $61.19 | $107,144.00 | (17%) 10.59K to 8.84K | (189%) |
| 27-Aug-14 5:26 PM View: | Concentrix Servicesource Inc. (SREV) | 26-Aug-14 | Market Purchase | 34,700 | $3.60 | $124,920.00 | 174% 19.98K to 54.68K | (62%) |
| 09-Jun-14 6:51 PM View: | Concentrix Servicesource Inc. (SREV) | 05-Jun-14 | Grant | 19,980 | -- | -- | 100% 0 to 19.98K | |
| 02-May-14 5:40 PM View: | MSCI Inc. (MSCI) | 30-Apr-14 | Grant | 5,393 | -- | -- | 335% 1.61K to 7.0K | |
| 04-Dec-13 5:29 PM View: | MSCI Inc. (MSCI) | 02-Dec-13 | Grant | 1,608 | -- | -- | 100% 0 to 1.61K |