MSC INDUSTRIAL DIRECT CO INC·4

Jan 27, 8:18 PM ET

GERSHWIND ERIK 4

4 · MSC INDUSTRIAL DIRECT CO INC · Filed Jan 27, 2026

Research Summary

AI-generated summary of this filing

Updated

MSM Director Erik Gershwind Receives 1,603 RSUs

What Happened

  • Erik Gershwind, a director of MSC Industrial Direct Co. (MSM), was granted 1,603 restricted stock units (RSUs) on January 23, 2026 (code A). The RSUs were awarded at $0 and vest on January 23, 2027, provided he remains a non‑executive director; vested shares will be delivered upon vesting (Footnote F16).
  • The Form 4 also shows a series of trust-related transfers and a gift recorded January 27, 2026 (multiple entries coded J and one coded G) involving 69,452 shares (price $0). These were intra‑trust distributions, transfers, and a gift (per footnotes) rather than open‑market sales or purchases. Several entries reflect acquisitions and dispositions among trusts and related parties; no cash proceeds were reported.

Key Details

  • Transaction dates/prices: RSU grant on 2026-01-23 (1,603 RSUs at $0). Multiple trust transfers and one gift on 2026-01-27 (69,452 shares at $0).
  • Shares owned after transaction: the filer reports zero beneficial ownership of the common stock following these transactions (see Footnote F14 and F9 disclaimers).
  • Notable footnotes: F16 (1,603 RSUs; vest 1/23/2027 if he remains a non‑executive director); F14 (ceased to be trustee of a trust; ownership in Column 8 reported as zero); F7/F1–F13/F2–F6 describe various trust distributions/transfers and spouse/trust relationships; F9 disclaims beneficial ownership except to extent of pecuniary interest.
  • Filing: Form filed 2026-01-27 reporting transactions dated 2026-01-23 and 2026-01-27. The form does not indicate a late filing status on its face.

Context

  • The 1,603 RSU grant is a typical director award and vests one year later contingent on continued board service — a deferred, non‑cash compensation item (derivative right to receive shares).
  • The large 69,452‑share entries reflect trust movements and a gift rather than open‑market selling or buying; such transfers generally do not convey the same market signal as a director purchasing stock.
  • The filer also notes he ceased to be an officer of the issuer effective December 31, 2025 (Remark).

Insider Transaction Report

Form 4
Period: 2026-01-23
Transactions
  • Other

    Class A Common Stock, $0.001 par value

    [F1][F9][F13]
    2026-01-27+12,64773,764 total(indirect: See footnotes)
  • Other

    Class A Common Stock, $0.001 par value

    [F2][F9][F13]
    2026-01-2769,4524,222 total(indirect: See footnotes)
  • Other

    Class A Common Stock, $0.001 par value

    [F3][F9][F13]
    2026-01-27+12,02012,020 total(indirect: See footnotes)
  • Other

    Class A Common Stock, $0.001 par value

    [F4][F9][F11]
    2026-01-2769,452285,511 total(indirect: See footnotes)
  • Other

    Class A Common Stock, $0.001 par value

    [F5][F9][F12]
    2026-01-27+69,45269,452 total(indirect: See footnotes)
  • Other

    Class A Common Stock, $0.001 par value

    [F6][F9][F12]
    2026-01-2769,4520 total(indirect: See footnotes)
  • Gift

    Class A Common Stock, $0.001 par value

    [F7]
    2026-01-27+69,4521,639,359 total
  • Other

    Class A Common Stock, $0.001 par value

    [F8][F9][F14]
    2026-01-2769,4520 total(indirect: See footnotes)
  • Award

    Restricted Stock Units (RSU)

    [F15][F16]
    2026-01-23+1,6031,603 total
    Class A Common Stock, $0.001 par value (1,603 underlying)
Holdings
  • Class A Common Stock, $0.001 par value

    [F9][F10]
    (indirect: See footnotes)
    44,513
Footnotes (16)
  • [F1]Acquisition of indirect beneficial ownership by the Reporting Person as a result of a distribution by a trust.
  • [F10]Represents shares held by Grantor Retained Annuity Trusts of which the Reporting Person is the sole annuitant and trustee.
  • [F11]Represents shares held by trusts over whose trustee the Reporting Person can exercise remove and replace powers.
  • [F12]Represents shares held by a trust of which the Reporting Person?s spouse is trustee.
  • [F13]Represents shares held by a trust of which the Reporting Person is a co-trustee and beneficiary.
  • [F14]Represents shares held by a Trust of which the Reporting Person is a trustee. Following completion of the transactions reported herein, the Reporting Person ceased to be the trustee of such trust. As a result, the amount shown in Column 8 of Table 1 is reported as zero.
  • [F15]Each RSU represents a contingent right to receive one share of Common Stock.
  • [F16]1,603 RSUs were granted on January 23, 2026, and vest on January 23, 2027, provided that the Reporting Person continues to serve as a Non-executive Director through the applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.
  • [F2]Disposition of indirect beneficial ownership as a result of distribution by a trust.
  • [F3]Acquisition of indirect beneficial ownership by the Reporting Person as a result of a distribution by a trust.
  • [F4]Disposition of indirect beneficial ownership as a result of distribution by a trust.
  • [F5]Acquisition of indirect beneficial ownership by the Reporting Person as a result of a distribution by a trust by to a trust of which the Reporting Person?s spouse is trustee.
  • [F6]Disposition of indirect beneficial ownership as a result of distribution by a trust of which the Reporting Person?s spouse is trustee.
  • [F7]Acquisition of direct beneficial ownership by the Reporting Person as a result of a gift from the Reporting Person?s spouse.
  • [F8]Disposition of indirect beneficial ownership as a result of distribution by a trust, of which the Reporting Person is a trustee.
  • [F9]The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest in such securities.
Signature
/s/ Erik Gershwind|2026-01-27

Documents

1 file
  • 4
    es260726727_4-gershwinde.xmlPrimary

    OWNERSHIP DOCUMENT