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[Form 3] MSC INDUSTRIAL DIRECT CO INC Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

Julie V. Rockett, VP & Chief People Officer at MSC Industrial Direct Co., Inc. (MSM), filed an Initial Form 3 reporting her equity holdings. The filing shows 1,133 shares of Class A common stock held directly and multiple restricted stock unit (RSU) awards and dividend equivalent units that convert into shares upon vesting. RSU grants from 2021 through 2024 are listed with specific vesting tranches (examples: 411 RSUs from 2021 with scheduled vesting through 2025; 423 RSUs from 2022 vesting through 2026; 357 RSUs from 2023 vesting through 2027; 434 RSUs from 2024 vesting through 2028; and 61 RSUs from 12/17/2024 vesting through 2027). A separate 83 dividend equivalent units are also reported and vest with the related RSUs.

Julie V. Rockett, vicepresidente e Chief People Officer di MSC Industrial Direct Co., Inc. (MSM), ha presentato un Initial Form 3 riportando le sue partecipazioni azionarie. Il deposito mostra 1.133 azioni ordinarie di Classe A detenute direttamente e molteplici premi di unità azionarie restritte (RSU) e unità equivalenti a dividendi che si convertiranno in azioni al vesting. I grant RSU dal 2021 al 2024 sono elencati con tranche di vesting specifiche (esempi: 411 RSU del 2021 con vesting previsto fino al 2025; 423 RSU del 2022 vesting fino al 2026; 357 RSU del 2023 vesting fino al 2027; 434 RSU del 2024 vesting fino al 2028; e 61 RSU del 17/12/2024 vesting fino al 2027). Una separata 83 unità di dividendo equivalente sono inoltre riportate e vestono insieme alle RSU correlate.

Julie V. Rockett, vicepresidenta y directora de Personas en MSC Industrial Direct Co., Inc. (MSM), presentó un Formulario 3 inicial reportando sus participaciones en acciones. El registro muestra 1.133 acciones ordinarias de clase A que posee directamente y múltiples premios de unidades de acciones restringidas (RSU) y unidades equivalentes a dividendos que se convertirán en acciones al vesting. Los premios RSU de 2021 a 2024 se enumeran con tramos de vesting específicos (por ejemplo: 411 RSU de 2021 con vesting previsto hasta 2025; 423 RSU de 2022 con vesting hasta 2026; 357 RSU de 2023 con vesting hasta 2027; 434 RSU de 2024 con vesting hasta 2028; y 61 RSU del 17/12/2024 vesting hasta 2027). También se reporta una cuota separada de 83 unidades equivalentes a dividendos que vestirán con las RSU relacionadas.

Julie V. Rockett, MSC Industrial Direct Co., Inc.의 부사장 겸 최고인사책임자(VP & Chief People Officer)가 초기 Form 3를 제출하여 자신의 주식 보유를 보고했습니다. 신고서에는 직접 보유한 1,133주 Class A 보통주와 다수의 제한주식단위(RSU) 보상 및 배당금 등가 단위가 있으며, vesting 시 주식으로 전환됩니다. 2021년에서 2024년까지의 RSU 부여가 구체적인 vesting 구간과 함께 기재되어 있습니다(예: 2021년 RSU 411주가 2025년까지 vesting; 2022년 RSU 423주가 2026년까지 vesting; 2023년 RSU 357주가 2027년까지 vesting; 2024년 RSU 434주가 2028년까지 vesting; 2024년 12월 17일 RSU 61주가 2027년까지 vesting). 또한 83주당 배당금 상응단위가 별도로 보고되며 관련 RSU와 함께 vest합니다.

Julie V. Rockett, vice‑présidente et directrice des ressources humaines chez MSC Industrial Direct Co., Inc. (MSM), a déposé un Formulaire 3 initial pour signaler ses participations en actions. Le dépôt indique 1 133 actions ordinaires de classe A détenues directement et de multiples attributions d’unités d’actions restreintes (RSU) et d’unités équivalentes à des dividendes qui se convertiront en actions lors du vesting. Les attributions RSU de 2021 à 2024 sont listées avec des tranches de vesting spécifiques (par exemple : 411 RSU de 2021 avec vesting prévu jusqu’en 2025 ; 423 RSU de 2022 vesting jusqu’en 2026 ; 357 RSU de 2023 vesting jusqu’en 2027 ; 434 RSU de 2024 vesting jusqu’en 2028 ; et 61 RSU du 17/12/2024 vesting jusqu’en 2027). Une unité distincte de 83 unités équivalentes à des dividendes est également reportée et vest avec les RSU associées.

Julie V. Rockett, Vice President und Chief People Officer bei MSC Industrial Direct Co., Inc. (MSM), hat ein Initial Form 3 eingereicht, um ihre Eigenkapitalbeteiligungen offenzulegen. Das Filing zeigt 1.133 Class-A-Stammaktien, die sie direkt hält und mehrere RSU-Boni sowie dividendenäquivalente Einheiten, die bei Vesting in Aktien umgewandelt werden. RSU-Zuteilungen von 2021 bis 2024 sind mit konkreten Vesting-Stufen aufgeführt (Beispiele: 411 RSU aus 2021 mit Vesting bis 2025; 423 RSU aus 2022 bis 2026; 357 RSU aus 2023 bis 2027; 434 RSU aus 2024 bis 2028; 61 RSU vom 17.12.2024 bis 2027). Eine separate 83 dividendenäquivalente Einheiten werden ebenfalls berichtet und vest mit den entsprechenden RSUs.

جميلة ف. روكيت، نائب الرئيس وكبير موظفي الموارد البشرية في MSC Industrial Direct Co., Inc. (MSM)، قدمت نموذج Form 3 الأول للإبلاغ عن ممتلكاتها من الأسهم. يظهر التقرير 1,133 سهماً من فئة Class A مملوكة مباشرة وعدة جوائز وحدات أسهم مقيدة (RSU) ووحدات معادلة للأرباح ستتحول إلى أسهم عند الاستحقاق. يتم سرد منح RSU من 2021 إلى 2024 مع شرائح استحقاق محددة (مثلاً: 411 RSU من 2021 مع استحقاق مخطط حتى 2025؛ 423 RSU من 2022 حتى 2026؛ 357 RSU من 2023 حتى 2027؛ 434 RSU من 2024 حتى 2028؛ و61 RSU من 17/12/2024 حتى 2027). كما أُبلغت وحدة تعادل أرباح منفصلة تُقدر بـ 83 وحدة وتستحق مع RSU المرتبطة.

Julie V. Rockett,MSC Industrial Direct Co., Inc.(MSM)的副总裁兼首席人力官,提交了初始表格3以报告其股票持有情况。 申报显示直接持有的 1,133股A类普通股,以及多项受限股票单位(RSU)奖励和股息等值单位,这些单位在归属时会转化为股票。列示了2021年至2024年的RSU授予,并附有具体的归属阶段(例如:2021年411股RSU,预计至2025年归属;2022年423股RSU,至2026年归属;2023年357股RSU,至2027年归属;2024年434股RSU,至2028年归属;以及2024年12月17日的61股RSU,至2027年归属)。另有一个单独的83单位股息等值单位也被报告,与相关的RSU一起归属。

Positive
  • Clear disclosure of direct ownership (1,133 Class A shares) and detailed RSU grant schedules
  • RSU vesting timelines and dividend equivalent units are explicitly described, improving transparency
Negative
  • None.

Insights

TL;DR Routine Section 16 initial ownership filing showing direct shares and staged RSU grants with multi-year vesting schedules.

The Form 3 documents 1,133 direct Class A shares and several RSU grants awarded between 2021 and 2024, each with explicit vesting tranches and delivery upon vesting. This is a standard disclosure for an officer and provides transparency on compensation-related equity subject to service-based vesting. No exercised options, sales, or derivative exercises are reported. The filing does not include market values or total percentage ownership of outstanding shares, so material ownership percentage cannot be determined from this form alone.

TL;DR Properly completed initial beneficial ownership disclosure; RSU schedules align with typical executive retention awards.

The submission appears complete for a Form 3, listing direct holdings and detailed RSU grant schedules including vesting dates and quantities. The inclusion of dividend equivalent units and explicit vesting conditions meets disclosure expectations. The form contains no indications of amendment or irregularities. It does not, however, provide information on executive employment agreements or any acceleration provisions, which are outside the scope of Form 3.

Julie V. Rockett, vicepresidente e Chief People Officer di MSC Industrial Direct Co., Inc. (MSM), ha presentato un Initial Form 3 riportando le sue partecipazioni azionarie. Il deposito mostra 1.133 azioni ordinarie di Classe A detenute direttamente e molteplici premi di unità azionarie restritte (RSU) e unità equivalenti a dividendi che si convertiranno in azioni al vesting. I grant RSU dal 2021 al 2024 sono elencati con tranche di vesting specifiche (esempi: 411 RSU del 2021 con vesting previsto fino al 2025; 423 RSU del 2022 vesting fino al 2026; 357 RSU del 2023 vesting fino al 2027; 434 RSU del 2024 vesting fino al 2028; e 61 RSU del 17/12/2024 vesting fino al 2027). Una separata 83 unità di dividendo equivalente sono inoltre riportate e vestono insieme alle RSU correlate.

Julie V. Rockett, vicepresidenta y directora de Personas en MSC Industrial Direct Co., Inc. (MSM), presentó un Formulario 3 inicial reportando sus participaciones en acciones. El registro muestra 1.133 acciones ordinarias de clase A que posee directamente y múltiples premios de unidades de acciones restringidas (RSU) y unidades equivalentes a dividendos que se convertirán en acciones al vesting. Los premios RSU de 2021 a 2024 se enumeran con tramos de vesting específicos (por ejemplo: 411 RSU de 2021 con vesting previsto hasta 2025; 423 RSU de 2022 con vesting hasta 2026; 357 RSU de 2023 con vesting hasta 2027; 434 RSU de 2024 con vesting hasta 2028; y 61 RSU del 17/12/2024 vesting hasta 2027). También se reporta una cuota separada de 83 unidades equivalentes a dividendos que vestirán con las RSU relacionadas.

Julie V. Rockett, MSC Industrial Direct Co., Inc.의 부사장 겸 최고인사책임자(VP & Chief People Officer)가 초기 Form 3를 제출하여 자신의 주식 보유를 보고했습니다. 신고서에는 직접 보유한 1,133주 Class A 보통주와 다수의 제한주식단위(RSU) 보상 및 배당금 등가 단위가 있으며, vesting 시 주식으로 전환됩니다. 2021년에서 2024년까지의 RSU 부여가 구체적인 vesting 구간과 함께 기재되어 있습니다(예: 2021년 RSU 411주가 2025년까지 vesting; 2022년 RSU 423주가 2026년까지 vesting; 2023년 RSU 357주가 2027년까지 vesting; 2024년 RSU 434주가 2028년까지 vesting; 2024년 12월 17일 RSU 61주가 2027년까지 vesting). 또한 83주당 배당금 상응단위가 별도로 보고되며 관련 RSU와 함께 vest합니다.

Julie V. Rockett, vice‑présidente et directrice des ressources humaines chez MSC Industrial Direct Co., Inc. (MSM), a déposé un Formulaire 3 initial pour signaler ses participations en actions. Le dépôt indique 1 133 actions ordinaires de classe A détenues directement et de multiples attributions d’unités d’actions restreintes (RSU) et d’unités équivalentes à des dividendes qui se convertiront en actions lors du vesting. Les attributions RSU de 2021 à 2024 sont listées avec des tranches de vesting spécifiques (par exemple : 411 RSU de 2021 avec vesting prévu jusqu’en 2025 ; 423 RSU de 2022 vesting jusqu’en 2026 ; 357 RSU de 2023 vesting jusqu’en 2027 ; 434 RSU de 2024 vesting jusqu’en 2028 ; et 61 RSU du 17/12/2024 vesting jusqu’en 2027). Une unité distincte de 83 unités équivalentes à des dividendes est également reportée et vest avec les RSU associées.

Julie V. Rockett, Vice President und Chief People Officer bei MSC Industrial Direct Co., Inc. (MSM), hat ein Initial Form 3 eingereicht, um ihre Eigenkapitalbeteiligungen offenzulegen. Das Filing zeigt 1.133 Class-A-Stammaktien, die sie direkt hält und mehrere RSU-Boni sowie dividendenäquivalente Einheiten, die bei Vesting in Aktien umgewandelt werden. RSU-Zuteilungen von 2021 bis 2024 sind mit konkreten Vesting-Stufen aufgeführt (Beispiele: 411 RSU aus 2021 mit Vesting bis 2025; 423 RSU aus 2022 bis 2026; 357 RSU aus 2023 bis 2027; 434 RSU aus 2024 bis 2028; 61 RSU vom 17.12.2024 bis 2027). Eine separate 83 dividendenäquivalente Einheiten werden ebenfalls berichtet und vest mit den entsprechenden RSUs.

SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Rockett Julie Valsa

(Last) (First) (Middle)
C/O MSC INDUSTRIAL DIRECT CO., INC.
515 BROADHOLLOW ROAD

(Street)
MELVILLE NY 11747

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
09/05/2025
3. Issuer Name and Ticker or Trading Symbol
MSC INDUSTRIAL DIRECT CO INC [ MSM ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
VP, Chief People Officer
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Class A Common Stock, $0.001 par value 1,133 D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Units (RSU) (1) (1) Class A Common Stock, $0.001 par value 103 (2) D
Restricted Stock Units (RSU) (3) (3) Class A Common Stock, $0.001 par value 212 (2) D
Restricted Stock Units (RSU) (4) (4) Class A Common Stock, $0.001 par value 268 (2) D
Restricted Stock Units (RSU) (5) (5) Class A Common Stock, $0.001 par value 434 (2) D
Restricted Stock Units (RSU) (6) (6) Class A Common Stock, $0.001 par value 61 (2) D
Dividend Equivalent Units (7) (7) Class A Common Stock, $0.001 par value 83 (7) D
Explanation of Responses:
1. 411 RSUs were granted on November 5, 2021. 102 RSUs vested on November 5, 2022 and 103 RSUs vested on each of November 5, 2023 and November 5, 2024. 103 RSUs vest on November 5, 2025, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.
2. Each RSU represents a contingent right to receive one share of Common Stock.
3. 423 RSUs were granted on November 4, 2022. 105 RSUs vested on November 4, 2023 and 106 RSUs vested on November 4, 2024. 106 RSUs vest on each of November 4, 2025 and November 4, 2026, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.
4. 357 RSUs were granted on November 3, 2023. 89 RSUs vested on November 3, 2024. 89 RSUs vest on each of November 3, 2025 and November 3, 2026, and 90 RSUs vest on November 3, 2027, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.
5. 434 RSUs were granted on November 4, 2024. 108 RSUs vest on each of November 4, 2025 and November 4, 2026, and 109 RSUs vest on each of November 4, 2027, and November 4, 2028, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.
6. 61 RSUs were granted on December 17, 2024. 20 RSUs vest on each of December 17, 2025 and December 17, 2026, and 21 RSUs vest on December 17, 2027, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.
7. The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right ot receive one share of Common Stock.
Remarks:
/s/ Julie Rockett 09/16/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Julie V. Rockett disclose on Form 3 for MSC (MSM)?

The Form 3 reports 1,133 direct shares of Class A common stock, multiple RSU grants from 2021–2024 with specified vesting tranches, and 83 dividend equivalent units that vest with the RSUs.

Does the Form 3 show any exercised options or stock sales by Julie Rockett?

No. The filing shows no exercised options, sales, or derivative exercises; it reports direct shares and unvested RSUs only.

When do the RSUs reported by Julie Rockett vest?

Vesting dates vary by grant: examples include 11/5/2022–11/5/2025 for the 2021 grant, 11/4/2023–11/4/2026 for the 2022 grant, and scheduled annual tranches for 2023 and 2024 grants as detailed in the filing.

Does the Form 3 state how many shares each RSU converts into?

Yes. Each RSU represents a contingent right to receive one share of Class A common stock upon vesting, per the filing.

Is the reported ownership sufficient to determine Rockett’s percentage ownership in MSC?

No. The Form 3 lists share counts and RSU quantities but does not provide total outstanding shares
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