MSCI

• On August 7, 2026, MSCI's Board appointed CFO Andrew C. Wiechmann as interim principal accounting officer, effective August 10, 2026, until a successor is designated.
• Kristine Johnson was appointed interim Global Controller, also effective August 10, 2026, reporting to Wiechmann.
• Johnson has been Commercial Controller and Head of Revenue Operations since April 2025, and previously Head of External Reporting from August 2022 to April 2025.
• The appointment follows the previously disclosed departure of the Global Controller and Chief Accounting Officer reported in a March 31, 2026 8-K.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Diluted EPS was $4.69 (up 19.6%) and Adjusted EPS was $4.94 (up 18.5%).
• Operating margin was 56.2% and Adjusted EBITDA margin was 62.1%.
• Total Run Rate reached $3,479.7 million, up 12.0% from June 30, 2025.
• MSCI updated full-year 2026 guidance, raising operating expense and adjusted EBITDA expense ranges.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• MSCI held its annual meeting of stockholders on April 21, 2026 as a virtual meeting, with 73,120,206 shares entitled to vote.
• The advisory vote on executive compensation was approved with 59,076,413 votes for, 4,061,619 against, and 106,659 abstentions.
• The ratification of PricewaterhouseCoopers LLP as independent auditor for fiscal year 2026 was approved with 65,169,698 votes for, 1,132,416 against, and 101,547 abstentions.
• The report was filed under Item 5.07 to disclose the voting results of these stockholder matters.

5.07 Submission of Matters to a Vote of Security Holders

• Diluted EPS was $5.53, up 49.1% from $3.71; adjusted EPS was $4.55, up 13.8% from $4.00.
• Operating margin was 53.7% (up from 50.6%); adjusted EBITDA margin was 59.3% (up from 57.1%).
• Total Run Rate at March 31, 2026 was $3,357.3 million, up 12.7%; retention rate was 95.4%.
• Full-year 2026 guidance maintained: operating expenses $1,490-$1,530 million, adjusted EBITDA expenses $1,305-$1,335 million, free cash flow $1,470-$1,530 million.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• He will remain in his role as Global Controller and Chief Accounting Officer until August 9, 2026.
• His resignation is not due to any disagreement with the company on financial statements, internal controls, operations, policies, or practices.
• MSCI has begun a process to identify a successor for the Global Controller and Chief Accounting Officer position.

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements

• Q4 2025 diluted EPS was $3.81, down 2.3%; adjusted EPS was $4.66, up 11.5%.
• Q4 2025 operating margin was 56.4%; adjusted EBITDA margin was 62.2%.
• Total Run Rate at December 31, 2025 was $3,301.6 million, up 13.0%.
• For full-year 2026, MSCI guides operating expenses of $1,490-$1,530 million and free cash flow of $1,470-$1,530 million.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The amendment extends the term of the existing ETF agreements until March 31, 2035, with auto-renewal for three-year periods thereafter.
• MSCI will continue to license certain equity indexes to BlackRock for use in exchange-traded funds, with fees based on AUM and expense ratios.
• License fee revisions take effect January 1, 2026, with additional changes on January 1, 2027, varying by fund expense ratio and AUM.
• The revised fee structure aims to enable long-term growth through a price-volume tradeoff.

1.01 Entry into a Material Definitive Agreement · 9.01 Financial Statements and Exhibits

• Pettit will provide advisory services from March 1, 2026 through a date in Q3 2026 to ensure a smooth transition.
• CEO Henry A. Fernandez will assume the President role effective March 1, 2026, with no change to his compensation.
• The Board will shrink from twelve to eleven directors effective March 1, 2026.
• Alvise Munari appointed Head of Client Segments (in addition to Chief Product Officer) and Jorge Mina appointed COO (in addition to Head of Analytics).

5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits