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MSC Industrial's Julie Valsa Rockett receives shares

A separate 2024 award schedules 109 RSUs to vest on each of November 4, 2027 and November 4, 2028, subject to continuous employment.

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Form Type
4

Rhea-AI Filing Summary

MSC Industrial Direct (MSM) VP, Chief People Officer Julie Valsa Rockett reported that 106 and 108 RSUs and 16.965 and 8.631 dividend equivalent units vested on November 4, 2026, with corresponding Class A share acquisitions. The issuer withheld 35.965 and 33.631 Class A shares for tax obligations arising from vesting; each withholding transaction was reported at $116.06 per share.

Insider Rockett Julie Valsa
Role VP, Chief People Officer
Type Security Shares Price Value
Exercise Restricted Stock Units (RSU) F1, F4 106 $0.00 $0.00
Exercise Dividend Equivalent Units F2 16.965 $0.00 $0.00
Exercise Restricted Stock Units (RSU) F1, F5 108 $0.00 $0.00
Exercise Dividend Equivalent Units F2 8.631 $0.00 $0.00
Exercise Class A Common Stock, $0.001 par value F1 106 $0.00 $0.00
Exercise Class A Common Stock, $0.001 par value F2 16.965 $0.00 $0.00
Tax Withholding Class A Common Stock, $0.001 par value F3 35.965 $116.06 $4K
Exercise Class A Common Stock, $0.001 par value F1 108 $0.00 $0.00
Exercise Class A Common Stock, $0.001 par value F2 8.631 $0.00 $0.00
Tax Withholding Class A Common Stock, $0.001 par value F3 33.631 $116.06 $4K
Holdings After Transaction: Restricted Stock Units (RSU) — 218 contracts (Direct); Dividend Equivalent Units — 103 contracts (Direct); Class A Common Stock, $0.001 par value — 1,813 shares (Direct)
Holdings Before and After: Restricted Stock Units (RSU), 432 to 218 contracts (Direct); Dividend Equivalent Units, 128.596 to 103 contracts (Direct)
Footnotes (5)
  1. F1. Each RSU represents a contingent right to receive one share of Common Stock.
  2. F2. 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 to receive one share of Common Stock.
  3. F3. Disposition of Class A Common Stock to the Issuer to cover tax withholding obligations arising from the vesting of RSUs and DEUs.
  4. F4. 423 RSUs were granted on November 4, 2022. 105 RSUs vested on November 4, 2023, and 106 RSUs vested on each of November 4, 2024, November 4, 2025 and November 4, 2026.
  5. F5. 434 RSUs were granted on November 4, 2024. 108 RSUs vested on each of November 4, 2025 and November 4, 2026. 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.
RSUs vested from 2022 award 106 RSUs Vested November 4, 2026
RSUs vested from 2024 award 108 RSUs Vested November 4, 2026
Dividend equivalent units 16.965 units Vested November 4, 2026
Dividend equivalent units 8.631 units Vested November 4, 2026
Class A shares withheld 35.965 shares For tax withholding obligations arising from vesting
Class A shares withheld 33.631 shares For tax withholding obligations arising from vesting
Reported price per share $116.06 per share Reported for each withholding transaction
RSUs scheduled to vest 109 RSUs on each vesting date November 4, 2027 and November 4, 2028, subject to continuous employment through each date
restricted stock units (RSUs) technical
"outstanding awards of restricted stock units (RSUs)"
Restricted stock units (RSUs) are a type of company promise to give employees shares of stock in the future, usually after certain conditions like working for a set time. They are like a gift promised today that you receive later, which can become valuable if the company's stock price goes up. RSUs matter because they are a way companies reward employees and can be a significant part of compensation.
Dividend Equivalent Units financial
"The dividend equivalent units accrued with respect to outstanding awards"
Dividend equivalent units are bookkeeping credits that mirror cash dividends paid on actual shares, granted to holders of stock-based awards such as restricted stock units or deferred compensation. They matter to investors because they increase a company’s reported employee compensation cost and can lead to issuance of more shares or cash payouts over time, similar to extra pay linked to ownership that affects shareholder dilution and corporate cash flow.
contingent right technical
"Each RSU represents a contingent right to receive one share"
tax withholding obligations financial
"to cover tax withholding obligations arising from the vesting"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many RSUs vested in the MSM Form 4?

Julie Valsa Rockett reported that 106 RSUs from an award granted November 4, 2022, and 108 RSUs from an award granted November 4, 2024, vested on November 4, 2026.

How many MSM shares were withheld for tax obligations?

The issuer withheld 35.965 and 33.631 Class A shares for tax withholding obligations arising from RSU and dividend equivalent unit vesting. Each withholding transaction was reported at $116.06 per share.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
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 NEW YORK 11747

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
MSC INDUSTRIAL DIRECT CO INC [ MSM ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
VP, Chief People Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
11/04/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock, $0.001 par value11/04/2026M106A$0(1)1,749D
Class A Common Stock, $0.001 par value11/04/2026M16.965A$0(2)1,766D
Class A Common Stock, $0.001 par value11/04/2026F35.965(3)D$116.061,730D
Class A Common Stock, $0.001 par value11/04/2026M108A$0(1)1,838D
Class A Common Stock, $0.001 par value11/04/2026M8.631A$0(2)1,847D
Class A Common Stock, $0.001 par value11/04/2026F33.631(3)D$116.061,813D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units (RSU)(1)11/04/2026M106 (4) (4)Class A Common Stock, $0.001 par value106$00D
Dividend Equivalent Units(2)11/04/2026M16.965 (2) (2)Class A Common Stock, $0.001 par value16.965$056D
Restricted Stock Units (RSU)(1)11/04/2026M108 (5) (5)Class A Common Stock, $0.001 par value108$0218D
Dividend Equivalent Units(2)11/04/2026M8.631 (2) (2)Class A Common Stock, $0.001 par value8.631$047D
Explanation of Responses:
1. Each RSU represents a contingent right to receive one share of Common Stock.
2. 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 to receive one share of Common Stock.
3. Disposition of Class A Common Stock to the Issuer to cover tax withholding obligations arising from the vesting of RSUs and DEUs.
4. 423 RSUs were granted on November 4, 2022. 105 RSUs vested on November 4, 2023, and 106 RSUs vested on each of November 4, 2024, November 4, 2025 and November 4, 2026.
5. 434 RSUs were granted on November 4, 2024. 108 RSUs vested on each of November 4, 2025 and November 4, 2026. 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.
Remarks:
/s/ Julie Rockett11/06/2026
** Signature of Reporting PersonDate
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 4 (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.
* Form 4: SEC 1474 (03-26)

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