MSM MSC INDUSTRIAL DIRECT CO INC Insider Trading

Director JACOBSON MITCHELL purchases 22,870 shares of MSM at $84.96 for $1,943,037.49; fourth buy in 19 days.

JACOBSON MITCHELL, a Director, acquired 22,870 shares at $84.96 on 2025-11-18, the fourth open-market purchase at MSM in 19 days (prior buys on 2025-11-03, 2025-10-31, and 2025-10-30). The transaction is being executed at prices 9.2% below the 52-week high of $92.90 and amid a 5.1% 30-day decline. His prior trading across all tickers shows a 100% win rate on buys with an 90-day average return of +29.1%, suggesting a historically reliable pattern of buying ahead of recoveries. At MSM specifically, his single measurable prior buy (2025-04-08) returned +28.1% over 90 days. The rapid succession of four purchases in less than three weeks, combined with the director's strong cross-ticker buy timing record, may indicate conviction regarding near-term recovery; however, the company trades at a P/E of 33.40 with -1.4% year-over-year revenue growth, warranting attention to fundamentals underlying this accumulation pattern.

Director Philip Peller buys 6,666 MSM shares at $90.14 for $600,873.24, expanding stake by 232.2%

Director Philip Peller acquired 6,666 shares of MSC Industrial Direct at $90.14 per share on 2025-11-13, increasing his total holding from 2,871 shares to 9,537 shares—a 232.2% increase in ownership. The purchase occurred near the 52-week high of $92.90, with the current price at $85.76 representing a -7.7% decline from that peak. The transaction's significance is contextual: MSM trades at a P/E of 34.30 against annual revenue growth of -1.4%, and the director's substantial accumulation—expanding his stake by over three-fold—represents a material commitment of capital ($600,873.24). However, the timing relative to the stock's high and the company's flat-to-declining growth trajectory warrant monitoring of whether this reflects genuine conviction or execution of a pre-planned schedule.

Director Mitchell buys 181,806 shares ($15.4M) at MSM across 4 trades; 5 of 5 prior MSM trades well-timed at 90-day mark

Director Jacobson Mitchell purchased 181,806 shares ($15.4M) across 4 separate transactions from 2025-10-30 through 2025-11-03 at a blended average price of $84.75, increasing his holdings by 8.6% from 2,123,516 to 2,305,322 shares. The timing of this buy sequence occurs while the stock is -8.7% from its 52-week high of $92.90 and down 7.8% over the past 30 days. Mitchell's track record at MSM is particularly noteworthy: all 5 of his prior trades at this ticker were well-timed at the 90-day mark—four prior buys yielded 90-day returns ranging from +28.1% to +30.7%, and one prior sell (2024-01-31) correctly preceded an 8.8% decline. This consistent pattern of well-timed accumulation, combined with the current purchase of 181.8K shares amid near-term weakness, establishes a significant data point for monitoring stock performance and insider conviction.

Director Jacobson Mitchell bought 159,193 shares at $69.73 avg ($11.1M) on Apr 7-8, raising holdings to 1.95M shares (+8.9%)

JACOBSON MITCHELL, a Director, executed 4 separate open-market purchases of 159,193 shares totaling $11,101,252.93 on April 7-8, 2025, at prices ranging from $68.85 to $70.12, after which the stock has declined -6.8% over 30 days and sits -21.3% below its 52-week high of $95.57. His prior transaction history at MSM shows 5 consecutive sales in January 2024, all of which proved well-timed at the 90-day mark (stock fell after each sale), suggesting disciplined tactical execution. This substantial buy—representing an 8.9% increase to his 1.95M share position and executed at prices below the current $75.18—occurs in a company trading at a P/E of 19.63 with declining annual revenue (-4.7%) and modest net income of $39.3M on $891.7M quarterly revenue. The timing and scale of the purchase merit scrutiny against both the company's recent financial trajectory and the insider's own track record of well-executed prior exits.

CEO Erik Gershwind sold 50,000 MSM shares at $90.36 for $4.5M on 2024-11-11; stock now -13.4% from 52-week high but +7.5% in 30 days.

GERSHWIND ERIK, Chief Executive Officer, sold 50,000 shares at $90.36 on 2024-11-11, reducing his stake from 1,452,849 to 1,402,849 shares and yielding $4,518,000.00. At his most recent prior trades at MSC Industrial Direct, three of four prior sells (in January 2024 and November 2023) showed negative 90-day returns, suggesting his prior exits occurred before stock declines. The current stock price of $89.60 is -13.4% from the 52-week high of $103.48, though it has posted +7.5% gains over 30 days and +13.2% over 90 days from his sale date. The company faces -4.7% annual revenue growth and carries a P/E of 24.35, warranting attention to whether this sale reflects concern about near-term momentum or a routine portfolio decision.