JACOBSON MITCHELL 4

What Happened Jacobson Mitchell, listed as a 10% owner of MSC Industrial Direct Co., Inc. (MSM), received an award of 1,603 restricted stock units (RSUs) on January 23, 2026. The grant is recorded at $0.00 in the filing (derivative award); no cash was paid. The RSUs vest on January 23, 2027 if the reporting person continues to serve as a Non-executive Director, and vested shares will be delivered upon vesting.

Key Details

• Transaction date: January 23, 2026 (Grant / Code A)
• Filing date / Accession: Report filed January 27, 2026 (Accession 0000950142-26-000240)
• Amount: 1,603 RSUs granted; price shown as $0.00 (derivative award, not an open-market purchase)
• Vesting: January 23, 2027, contingent on continued service as a Non-executive Director (per footnote)
• Footnotes: F1 — each RSU equals a contingent right to one share; F2 — vesting and delivery terms noted above
• Shares owned after transaction: not specified in the provided excerpt
• Timeliness: Filing appears timely (transaction 1/23/2026; Form 4 filed 1/27/2026 within the usual 2-business-day reporting window)

Context RSUs are a form of deferred equity compensation (a derivative award) that convert into actual shares only upon vesting; they are not an immediate purchase or sale and therefore do not reflect an instant market position change. Grants to non-executive directors and significant owners are common and part of compensation alignment—this is informational rather than a direct buy/sell signal.