MSC Industrial grants Julie Valsa Rockett stock awards
The options expire November 2, 2036, with a $120.30 exercise price.
Sentiment and the balance of points
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Form Type
4
Rhea-AI Filing Summary
MSC Industrial Direct Co. (MSM) reported that Julie Valsa Rockett, VP, Chief People Officer, received 1,141 stock options and 548 RSUs on November 3, 2026. The options have a $120.30 exercise price and become exercisable in installments from November 3, 2027, through November 3, 2030. The RSUs vest in four annual installments of 137, provided she remains continuously employed through each applicable date. Previously granted RSUs and dividend equivalent units also vested, and Class A shares were delivered to the issuer for tax withholding.
Insider Trade Summary
251.98 shares exercised/converted
Exercise
12 txns
Insider
Rockett Julie Valsa
Role
VP, Chief People Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Options (right to buy) F4, F5 | 1,141 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units (RSU) F1, F6 | 548 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units (RSU) F1, F7 | 89 | $0.00 | $0.00 |
| Exercise | Dividend Equivalent Units F2, F8 | 10.617 | $0.00 | $0.00 |
| Exercise | Restricted Stock Units (RSU) F1, F9 | 147 | $0.00 | $0.00 |
| Exercise | Dividend Equivalent Units F2 | 5.363 | $0.00 | $0.00 |
| Exercise | Class A Common Stock, $0.001 par value F1 | 89 | $0.00 | $0.00 |
| Exercise | Class A Common Stock, $0.001 par value F2 | 10.617 | $0.00 | $0.00 |
| Tax Withholding | Class A Common Stock, $0.001 par value F3 | 28.617 | $120.30 | $3K |
| Exercise | Class A Common Stock, $0.001 par value F1 | 147 | $0.00 | $0.00 |
| Exercise | Class A Common Stock, $0.001 par value F2 | 5.363 | $0.00 | $0.00 |
| Tax Withholding | Class A Common Stock, $0.001 par value F3 | 44.363 | $120.30 | $5K |
Holdings After Transaction:
Options (right to buy) — 1,141 contracts (Direct);
Restricted Stock Units (RSU) — 1,080 contracts (Direct);
Dividend Equivalent Units — 151 contracts (Direct);
Class A Common Stock, $0.001 par value — 1,643 shares (Direct)
Holdings Before and After:
Options (right to buy), 0 to 1,141 contracts (Direct);
Restricted Stock Units (RSU), 768 to 1,080 contracts (Direct);
Dividend Equivalent Units, 166.98 to 151 contracts (Direct)
Footnotes (9)
- F1. Each RSU represents a contingent right to receive one share of Common Stock.
- 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.
- F3. Disposition of Class A Common Stock to the Issuer to cover tax withholding obligations arising from the vesting of RSUs and DEUs.
- F4. Represents options to purchase the Issuer's Class A Common Stock, $0.001 par value ("Common Stock").
- F5. An option to purchase 1,141 shares of the Issuer's Common Stock was issued to the Reporting Person under the Issuer's 2023 Omnibus Equity Plan. 285 shares of Common Stock become exercisable on each of November 3, 2027, November 3, 2028, and November 3, 2029, and 286 shares of Common Stock become exercisable on November 3, 2030.
- F6. 548 RSUs were granted on November 3, 2026. 137 RSUs vest on each of November 3, 2027, November 3, 2028, November 3, 2029, November 3, 2030, 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.
- F7. 357 RSUs were granted on November 3, 2023. 89 RSUs vested on each of November 3, 2024, November 3, 2025, and November 3, 2026. 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.
- F8. Includes 13.499 dividend equivalent units accrued on January 28, 2026, 11.780 dividend equivalent units accrued on April 22, 2026 and 9.025 dividend units accrued on July 22, 2026, with respect to outstanding awards of restricted stock units (RSUs). Such dividend equivalent units vest at the same time(s) as the underlying RSUs and represent a contingent right to receive one share of Common Stock.
- F9. 589 RSUs were granted on November 3, 2025. 147 RSUs vested on November 3, 2026. 147 RSUs vest on each of November 3, 2027, and November 3, 2028, and 148 RSUs vest on November 3, 2029, 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.
Key Figures
Options awarded: 1,141 options
RSUs granted: 548 RSUs
Exercise price: $120.30 per share
+4 more
7 metrics
Options awarded
1,141 options
Awarded November 3, 2026
RSUs granted
548 RSUs
Granted November 3, 2026
Exercise price
$120.30 per share
Options awarded November 3, 2026
Option expiration date
November 2, 2036
1,141 options
RSU vesting installment
137 RSUs per annual installment
November 3, 2027, through November 3, 2030, subject to continued employment
Previously granted RSUs vested
89 shares
From the award granted November 3, 2023; vested November 3, 2026
Previously granted RSUs vested
147 shares
From the award granted November 3, 2025; vested November 3, 2026
Key Terms
Restricted Stock Units (RSU), Dividend Equivalent Units, contingent right, 2023 Omnibus Equity Plan, +1 more
5 terms
Restricted Stock Units (RSU) financial
"Restricted Stock Units (RSU)"
Dividend Equivalent Units financial
"Dividend Equivalent Units"
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 financial
"contingent right to receive one share of Common Stock"
2023 Omnibus Equity Plan financial
"under the Issuer's 2023 Omnibus Equity Plan"
tax withholding obligations financial
"tax withholding obligations arising from the vesting of RSUs and DEUs"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How do Julie Valsa Rockett's new MSM awards vest?
The 1,141 options become exercisable as follows: 285 shares on each of November 3, 2027, November 3, 2028, and November 3, 2029, and 286 shares on November 3, 2030. The 548 RSUs vest 137 each year on those dates, provided she remains continuously employed through each applicable date.
What are the exercise price and expiration date of Julie Valsa Rockett's MSM options?
The options have a $120.30 exercise price and expire on November 2, 2036.
AI-generated analysis. How Rhea-AI works. Not financial advice.
