STOCK TITAN

[Form 5] MSC INDUSTRIAL DIRECT CO INC Annual Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
5

Michael C. Kaufmann, a director of MSC Industrial Direct Co., Inc. (MSM), filed Form 5 reporting annual changes in his beneficial ownership for the fiscal year ended 08/30/2025. The filing shows a series of automated, passive tax-loss-harvesting transactions that resulted in modest activity in Class A common stock across 2023–2025. Holdings moved from 14,006 shares after a 05/04/2023 acquisition to 13,983 shares after a 05/06/2025 purchase, with intermediate dispositions on 06/21/2024 and 07/22/2024. Transactions list prices per share for each trade and are identified as automated passive tax-loss-harvesting in the explanation. The Form 5 is signed by Mr. Kaufmann on 09/17/2025.

Michael C. Kaufmann, direttore di MSC Industrial Direct Co., Inc. (MSM), ha presentato il Form 5 riferendo le variazioni annuali della sua titolarità beneficiaria per l’esercizio chiuso al 30/08/2025. La dichiarazione mostra una serie di operazioni automatizzate di harvesting delle perdite fiscali passive che hanno prodotto una modesta attività in azioni ordinarie Classe A nel periodo 2023–2025. Le partecipazioni sono passate da 14,006 azioni dopo l’acquisizione del 05/04/2023 a 13,983 azioni dopo l’acquisto del 06/05/2025, con cessioni intermedie il 21/06/2024 e il 22/07/2024. Le operazioni riportano i prezzi per azione per ogni scambio e sono identificate come operazioni automatizzate di harvesting delle perdite fiscali passive nella spiegazione. Il Form 5 è stato firmato dal signor Kaufmann il 17/09/2025.

Michael C. Kaufmann, director de MSC Industrial Direct Co., Inc. (MSM), presentó el Formulario 5 informando cambios anuales en su propiedad beneficiaria para el ejercicio fiscal terminado el 30/08/2025. La inscripción muestra una serie de operaciones automatizadas de cosecha de pérdidas fiscales pasivas que resultaron en una actividad modesta en las acciones ordinarias Clase A entre 2023 y 2025. Las participaciones pasaron de 14.006 acciones tras la adquisición del 05/04/2023 a 13.983 acciones tras la compra del 06/05/2025, con disposiciones intermedias el 21/06/2024 y el 22/07/2024. Las transacciones enumeran precios por acción para cada operación y se identifican como harvesting automático de pérdidas fiscales pasivas en la explicación. El Form 5 está firmado por el Sr. Kaufmann el 17/09/2025.

Michael C. Kaufmann은 MSC Industrial Direct Co., Inc. (MSM)의 이사회 이사로, 2025년 8월 30일 종료된 회계연도에 대한 실질 소유 변동을 보고하는 Form 5를 제출했습니다. 제출서는 2023–2025년 사이에 modest한 활동을 초래한 자동화된 수동적 손실실현 거래를 보여주며, Class A 보통주에 대한 활동을 나타냅니다. 보유 주식은 2023년 5월 4일 인수 후 14,006주에서 2025년 5월 6일 매수 후 13,983주로 이동했고, 중간 처분은 2024년 6월 21일2024년 7월 22일에 있었습니다. 거래에는 각 거래의 주당 가격이 나열되어 있으며 설명에서 자동화된 수동적 손실실현으로 식별됩니다. Form 5는 2025년 9월 17일에 Kaufmann 씨가 서명했습니다.

Michael C. Kaufmann, directeur de MSC Industrial Direct Co., Inc. (MSM), a déposé le Formulaire 5 déclarant les variations annuelles de sa propriété bénéficiaire pour l’exercice clos le 30/08/2025. Le dépôt montre une série de transactions automatisées et passives de harvesting de pertes fiscales qui ont entraîné une activité modeste sur les actions ordinaires Classe A entre 2023 et 2025. Les participations passent de 14 006 actions après l’acquisition du 05/04/2023 à 13 983 actions après l’achat du 06/05/2025, avec des cessions intermédiaires le 21/06/2024 et le 22/07/2024. Les transactions indiquent les prix par action pour chaque échange et sont identifiées comme des harvesting automatiques de pertes fiscales passives dans l’explication. Le Formulaire 5 est signé par M. Kaufmann le 17/09/2025.

Michael C. Kaufmann, Geschäftsführer der MSC Industrial Direct Co., Inc. (MSM), hat das Formular 5 eingereicht, in dem jährliche Änderungen seiner wirtschaftlich Berechtigten für das Geschäftsjahr, das am 30.08.2025 endete, gemeldet werden. Die Einreichung zeigt eine Reihe automatisierter, passiver Transaktionen zur steuerlichen Verlustverrechnung, die zu moderaten Aktivitäten der Class-A-Stammaktien in den Jahren 2023–2025 führten. Die Beteiligungen stiegen von 14.006 Aktien nach dem Erwerb am 05.04.2023 auf 13.983 Aktien nach dem Kauf am 06.05.2025, mit Zwischenverkäufen am 21.06.2024 und 22.07.2024. Die Transaktionen listen die Preise pro Aktie für jeden Handel auf und sind in der Begründung als automatisierte passive Verlustverrechnung gekennzeichnet. Das Formular 5 wurde von Herrn Kaufmann am 17.09.2025 unterschrieben.

قدم ميخائيل ك. كوفمان، مدير شركة MSC Industrial Direct Co., Inc. (MSM)، النموذج 5 للإبلاغ عن التغيرات السنوية في ملكيته المستفيدة للسنة المالية المنتهية في 30/08/2025. يظهر الإيداع سلسلة من المعاملات الآلية والسلبية لجني خسائر ضرائب، مما أدى إلى نشاط محدود في أسهم Class A العادية خلال 2023–2025. انتقلت الحيازة من 14,006 أسهم بعد الاستحواذ في 05/04/2023 إلى 13,983 أسهم بعد الشراء في 06/05/2025، مع تصرفات وسيطة في 21/06/2024 و22/07/2024. تسرد المعاملات أسعار السهم لكل صفقة وتُعرّف بأنها harvesting ضريبي سلبي آلي في الشرح. تم توقيع النموذج 5 من قبل السيد Kaufmann في 17/09/2025.

迈克尔 C. 考夫曼(Michael C. Kaufmann),MSC Industrial Direct Co., Inc. (MSM) 的董事,提交了第5号表格,报告截至 2025 年 8 月 30 日财年的受益所有权年度变动。申报显示一系列自动化、被动式税损收割交易,导致 2023–2025 年 A 类普通股的交易活动适度。持股自 2023 年 5 月 4 日收购后由 14,006 股增至 2025 年 5 月 6 日购买后 13,983 股,期间于 2024 年 6 月 21 日和 2024 年 7 月 22 日有中间处置。交易列出每笔交易的每股价格,解释中标注为自动化被动税损收割。第 5 号表格于 2025 年 9 月 17 日由 Kaufmann 先生签署。

Positive
  • Timely and detailed disclosure of transaction dates, prices, and holdings provides transparency for investors.
  • Explanation provided that trades were executed via an automated passive tax-loss-harvesting account, clarifying the nature of activity.
Negative
  • Minor net reduction in Class A common shares held (from 14,006 to 13,983), reflecting dispositions during the year.

Insights

TL;DR: Director reports routine automated trades with minimal net change in holdings, indicating no visible governance red flags.

The filings show small, periodic changes driven by a passive tax-loss-harvesting account rather than active insider-driven strategy. The director remains a beneficial owner of approximately 13,983 Class A shares at year-end. Disclosure is timely and includes transaction dates and prices, which supports transparency. No related-party transfers, option exercises, or significant dilution events are disclosed.

TL;DR: Transactions are modest in size and automated; they are unlikely to affect market perception or valuation materially.

Reported trades include acquisitions and dispositions at prices ranging roughly from $75.42 to $89.59. The net change in reported beneficial ownership is small (about 23 shares net decrease from a 14,006 peak), implying limited economic impact. The explicit explanation that trades were via an automated tax-loss-harvesting account reduces the likelihood these represent strategic reallocations by management.

Michael C. Kaufmann, direttore di MSC Industrial Direct Co., Inc. (MSM), ha presentato il Form 5 riferendo le variazioni annuali della sua titolarità beneficiaria per l’esercizio chiuso al 30/08/2025. La dichiarazione mostra una serie di operazioni automatizzate di harvesting delle perdite fiscali passive che hanno prodotto una modesta attività in azioni ordinarie Classe A nel periodo 2023–2025. Le partecipazioni sono passate da 14,006 azioni dopo l’acquisizione del 05/04/2023 a 13,983 azioni dopo l’acquisto del 06/05/2025, con cessioni intermedie il 21/06/2024 e il 22/07/2024. Le operazioni riportano i prezzi per azione per ogni scambio e sono identificate come operazioni automatizzate di harvesting delle perdite fiscali passive nella spiegazione. Il Form 5 è stato firmato dal signor Kaufmann il 17/09/2025.

Michael C. Kaufmann, director de MSC Industrial Direct Co., Inc. (MSM), presentó el Formulario 5 informando cambios anuales en su propiedad beneficiaria para el ejercicio fiscal terminado el 30/08/2025. La inscripción muestra una serie de operaciones automatizadas de cosecha de pérdidas fiscales pasivas que resultaron en una actividad modesta en las acciones ordinarias Clase A entre 2023 y 2025. Las participaciones pasaron de 14.006 acciones tras la adquisición del 05/04/2023 a 13.983 acciones tras la compra del 06/05/2025, con disposiciones intermedias el 21/06/2024 y el 22/07/2024. Las transacciones enumeran precios por acción para cada operación y se identifican como harvesting automático de pérdidas fiscales pasivas en la explicación. El Form 5 está firmado por el Sr. Kaufmann el 17/09/2025.

Michael C. Kaufmann은 MSC Industrial Direct Co., Inc. (MSM)의 이사회 이사로, 2025년 8월 30일 종료된 회계연도에 대한 실질 소유 변동을 보고하는 Form 5를 제출했습니다. 제출서는 2023–2025년 사이에 modest한 활동을 초래한 자동화된 수동적 손실실현 거래를 보여주며, Class A 보통주에 대한 활동을 나타냅니다. 보유 주식은 2023년 5월 4일 인수 후 14,006주에서 2025년 5월 6일 매수 후 13,983주로 이동했고, 중간 처분은 2024년 6월 21일2024년 7월 22일에 있었습니다. 거래에는 각 거래의 주당 가격이 나열되어 있으며 설명에서 자동화된 수동적 손실실현으로 식별됩니다. Form 5는 2025년 9월 17일에 Kaufmann 씨가 서명했습니다.

Michael C. Kaufmann, directeur de MSC Industrial Direct Co., Inc. (MSM), a déposé le Formulaire 5 déclarant les variations annuelles de sa propriété bénéficiaire pour l’exercice clos le 30/08/2025. Le dépôt montre une série de transactions automatisées et passives de harvesting de pertes fiscales qui ont entraîné une activité modeste sur les actions ordinaires Classe A entre 2023 et 2025. Les participations passent de 14 006 actions après l’acquisition du 05/04/2023 à 13 983 actions après l’achat du 06/05/2025, avec des cessions intermédiaires le 21/06/2024 et le 22/07/2024. Les transactions indiquent les prix par action pour chaque échange et sont identifiées comme des harvesting automatiques de pertes fiscales passives dans l’explication. Le Formulaire 5 est signé par M. Kaufmann le 17/09/2025.

Michael C. Kaufmann, Geschäftsführer der MSC Industrial Direct Co., Inc. (MSM), hat das Formular 5 eingereicht, in dem jährliche Änderungen seiner wirtschaftlich Berechtigten für das Geschäftsjahr, das am 30.08.2025 endete, gemeldet werden. Die Einreichung zeigt eine Reihe automatisierter, passiver Transaktionen zur steuerlichen Verlustverrechnung, die zu moderaten Aktivitäten der Class-A-Stammaktien in den Jahren 2023–2025 führten. Die Beteiligungen stiegen von 14.006 Aktien nach dem Erwerb am 05.04.2023 auf 13.983 Aktien nach dem Kauf am 06.05.2025, mit Zwischenverkäufen am 21.06.2024 und 22.07.2024. Die Transaktionen listen die Preise pro Aktie für jeden Handel auf und sind in der Begründung als automatisierte passive Verlustverrechnung gekennzeichnet. Das Formular 5 wurde von Herrn Kaufmann am 17.09.2025 unterschrieben.

SEC Form 5
FORM 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL 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: 3235-0362
Estimated average burden
hours per response: 1.0
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Form 3 Holdings Reported.
X
Form 4 Transactions Reported.
1. Name and Address of Reporting Person*
Kaufmann Michael C

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

(Street)
MELVILLE NY 11747

(City) (State) (Zip)
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)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
08/30/2025
4. 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 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 at end of Issuer's Fiscal Year (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Amount (A) or (D) Price
Class A Common Stock, $0.001 par value 05/04/2023 P(1)5 46 A $89.59 14,006 D
Class A Common Stock, $0.001 par value 06/21/2024 S4(1) 18 D $79.46 13,988 D
Class A Common Stock, $0.001 par value 07/22/2024 S4(1) 28 D $83.83 13,960 D
Class A Common Stock, $0.001 par value 05/06/2025 P 23 A $75.42 13,983 D
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)
(A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. During the Issuer's prior fiscal years, the Reporting Person acquired and disposed of, as applicable, the number of shares and on the dates indicated above via automated transactions through a passive tax loss harvesting account.
Remarks:
/s/ Michael Kaufmann 09/17/2025
** 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 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.

FAQ

What changes in ownership did Michael C. Kaufmann report on Form 5 for MSM?

The filing reports automated purchases and dispositions in Class A common stock resulting in an ending beneficial ownership of 13,983 shares.

When were the reported transactions executed?

Transactions occurred on 05/04/2023, 06/21/2024, 07/22/2024, and 05/06/2025, as disclosed in the Form 5.

Why were the transactions made according to the filing?

The filing states the trades were executed via an automated passive tax-loss-harvesting account during prior fiscal years.

How large were the transactions by price per share?

Reported trade prices per share ranged from about $75.42 to $89.59 across the disclosed dates.

Who signed the Form 5 and when?

The Form 5 was signed by Michael Kaufmann on 09/17/2025.
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