MSM MSC Industrial Direct (MSM) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Wholesale-industrial machinery & equipment · CIK 0001003078
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
264
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $0 priced
What the filings say about MSM
Insiders, 180 days
+$50.1K net bought
1 buyer
MSC Industrial Direct insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, MSC INDUSTRIAL DIRECT CO INC insiders bought a net $50.1K of stock across 73 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 370 shares held after it.
- 1 other insider bought within 30 days.
- 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Slone Reuben E bought about $42.8K of MSM on Oct 23, 2026; 1 other insider bought within 30 days and 264 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 14.5% of the 433 shares held after it.
- 1 other insider bought within 30 days.
- 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Slone Reuben E bought about $7.3K of MSM on Oct 23, 2026; 1 other insider bought within 30 days and 264 funds added in the latest 13F quarter.Context
- 17 earlier Form 4 trades (code P or S) here by this insider (11 buys, 6 sales), the last on Nov 18, 2025.
- +6.3% median (+10.6% mean) 90-day return after 8 previous buys.
- The trade is 2.6% of the 2,389,143 shares held after it.
- 1 other insider bought within 30 days.
- 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director JACOBSON MITCHELL bought about $7.0M of MSM on Oct 23, 2026; 1 other insider bought within 30 days and 264 funds added in the latest 13F quarter.Context
- 17 earlier Form 4 trades (code P or S) here by this insider (11 buys, 6 sales), the last on Nov 18, 2025.
- +6.3% median (+10.6% mean) 90-day return after 8 previous buys.
- The trade is 5.3% of the 2,523,805 shares held after it.
- 1 other insider bought within 30 days.
- 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director JACOBSON MITCHELL bought about $15.6M of MSM on Oct 23, 2026, the largest insider purchase at the company on our record; 1 other insider bought within 30 days and 264 funds added in the latest 13F quarter.Context
- 17 earlier Form 4 trades (code P or S) here by this insider (11 buys, 6 sales), the last on Nov 18, 2025.
- +6.3% median (+10.6% mean) 90-day return after 8 previous buys.
- The trade is 2.1% of the 2,578,192 shares held after it.
- 1 other insider bought within 30 days.
- 264 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director JACOBSON MITCHELL bought about $6.3M of MSM on Oct 23, 2026; 1 other insider bought within 30 days and 264 funds added in the latest 13F quarter.73 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$50.1K over 180 days
+$50.1K over 90 days
more than 76% of Wholesale & Retail
Congress
no House purchase disclosed in the last 12 months
Funds
264 funds bought in last quarter
more than 79% of Wholesale & Retail
Revenue
+6.4% year over year
more than 60% of Wholesale & Retail
Margin
5.6% net margin
more than 77% of Wholesale & Retail
Buybacks
$14.0M repurchased, FY to 2026-08-29
below 61% of Wholesale & Retail
Short interest
5.9% of the float short (float per yahoo 2026-10-26) · 3.0 days to cover · settled 2026-09-30
more than 58% of Wholesale & Retail
What changed in the last 30 days
Oct 27Director JACOBSON MITCHELL bought $29.0M (Oct 23)
Oct 23Director Slone Reuben E bought $50.1K (Oct 23)
Watch MSM
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+37.3%12M
Insider buyInsider sell
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns MSM: institutional holders (13F)
13F holdings, latest reported quarter
5,560,498 sh
$661.4M
2,139,176 sh
$254.5M
2,026,407 sh
$241.0M
1,887,419 sh
$224.5M
1,743,956 sh
$207.4M
Congress trades in MSM
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
MSM planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
MSM mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Royce SMid-Cap Total Return Fund
$1.3M position · as of 2026-06-30
4.1%
ICON EQUITY FUND
$2.1M position · as of 2026-06-30
3.6%
MarketDesk Focused U.S. Momentum ETF
$8.1M position · as of 2026-07-31
3.2%
Royce Small-Cap Total Return Fund
$28.1M position · as of 2026-06-30
3.0%
ICON Natural Resources and Infrastructure Fund
$3.8M position · as of 2026-06-30
2.8%
Amplify Online Retail ETF
$2.9M position · as of 2026-06-30
2.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Erik Gershwind
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$5.9M
$5.0M
$1.3M
+70%
+140%
2024
$4.4M
$1.8M
$1.3M
+49%
+100%
2023
$4.9M
$8.2M
$1.4M
+77%
+55%
2022
$6.5M
$6.5M
$1.2M
+32%
+21%
2021
$5.2M
$7.9M
$1.2M
+38%
+23%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $50.1K bought by insiders over 180 days, 264 funds added last quarter. Each figure is a federal filing, dated the day it went public.
MSM financials
Revenue growth
+6.4%
XBRL, annual
Net margin
5.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$4.0B
four quarters, 2025-08-31 to 2026-08-29
Revenue, TTM MSM
| FY Aug 2026 | $4.0B |
| FY Aug 2025 | $3.8B |
| FY Aug 2024 | $3.8B |
| FY Sep 2023 | $4.0B |
| FY Sep 2022 | $3.7B |
| Aug 2026 | $1.1B |
| May 2026 | $1.0B |
| Feb 2026 | $917.8M |
| Nov 2025 | $965.7M |
| Aug 2025 | $978.2M |
| May 2025 | $971.1M |
| Mar 2025 | $891.7M |
| Nov 2024 | $928.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+5.6%
net income over revenue, 2025-08-31 to 2026-08-29
Net margin, TTM MSM
| FY Aug 2026 | +5.6% |
| FY Aug 2025 | +5.3% |
| FY Aug 2024 | +6.8% |
| FY Sep 2023 | +8.6% |
| FY Sep 2022 | +9.2% |
| Aug 2026 | +4.4% |
| May 2026 | +7.7% |
| Feb 2026 | +4.6% |
| Nov 2025 | +5.4% |
| Aug 2025 | +5.8% |
| May 2025 | +5.9% |
| Mar 2025 | +4.4% |
| Nov 2024 | +5.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$225.2M
operating cash flow minus capex, 2025-08-31 to 2026-08-29
Free cash flow, TTM MSM
| FY Aug 2026 | $225.2M |
| FY Aug 2025 | $240.9M |
| FY Aug 2024 | $311.3M |
| FY Sep 2023 | $607.1M |
| FY Sep 2022 | $184.8M |
| Aug 2026 | $63.8M |
| May 2026 | $80.9M |
| Feb 2026 | $73.1M |
| Nov 2025 | $7.4M |
| Aug 2025 | $58.5M |
| May 2025 | $76.0M |
| Mar 2025 | $24.7M |
| Nov 2024 | $81.7M |
At each fiscal year end
Single quarter
Debt to equity
0.33x
long-term 2026-08-29 plus current 2026-08-29; equity 2026-08-29
Debt to equity MSM
| FY Aug 2026 | 0.33x |
| FY Aug 2025 | 0.35x |
| FY Aug 2024 | 0.37x |
| FY Sep 2023 | 0.31x |
| FY Sep 2022 | 0.59x |
| Aug 2026 | 0.33x |
| May 2026 | 0.29x |
| Feb 2026 | 0.37x |
| Nov 2025 | 0.38x |
| Aug 2025 | 0.35x |
| May 2025 | 0.38x |
| Mar 2025 | 0.39x |
| Nov 2024 | 0.38x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.64x
TTM operating cash flow over long-term 2026-08-29 plus current 2026-08-29
Cash flow to debt MSM
| FY Aug 2026 | 0.64x |
| FY Aug 2025 | 0.69x |
| FY Aug 2024 | 0.81x |
| FY Sep 2023 | 1.54x |
| FY Sep 2022 | 0.31x |
| Aug 2026 | 0.64x |
| May 2026 | 0.75x |
| Feb 2026 | 0.59x |
| Nov 2025 | 0.49x |
| Aug 2025 | 0.69x |
| May 2025 | 0.70x |
| Mar 2025 | 0.76x |
| Nov 2024 | 0.83x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+15.8%
TTM net income over average of 2025-08-30 and 2026-08-29
Return on equity MSM
| FY Aug 2026 | +15.8% |
| FY Aug 2025 | +14.3% |
| FY Aug 2024 | +18.0% |
| FY Sep 2023 | +24.3% |
| FY Sep 2022 | +27.2% |
| Aug 2026 | +15.8% |
| May 2026 | +16.6% |
| Feb 2026 | +15.2% |
| Nov 2025 | +14.8% |
| Aug 2025 | +14.3% |
| May 2025 | +14.3% |
| Mar 2025 | +15.5% |
| Nov 2024 | +17.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+9.0%
TTM net income over average of 2025-08-30 and 2026-08-29
Return on assets MSM
| FY Aug 2026 | +9.0% |
| FY Aug 2025 | +8.1% |
| FY Aug 2024 | +10.3% |
| FY Sep 2023 | +13.0% |
| FY Sep 2022 | +13.1% |
| Aug 2026 | +9.0% |
| May 2026 | +9.3% |
| Feb 2026 | +8.5% |
| Nov 2025 | +8.2% |
| Aug 2025 | +8.1% |
| May 2025 | +8.0% |
| Mar 2025 | +8.6% |
| Nov 2024 | +9.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+13.2%
operating income after a 24.7% effective tax rate, over long-term 2026-08-29 plus current 2026-08-29 plus average of 2025-08-30 and 2026-08-29 minus cash
Return on invested capital MSM
| FY Aug 2026 | +13.2% |
| FY Aug 2025 | +12.4% |
| FY Aug 2024 | +15.3% |
| FY Sep 2023 | +20.0% |
| FY Sep 2022 | +17.7% |
| Aug 2026 | +13.2% |
| May 2026 | +14.4% |
| Feb 2026 | +12.6% |
| Nov 2025 | +12.3% |
| Aug 2025 | +12.4% |
| May 2025 | +12.4% |
| Mar 2025 | +13.1% |
| Nov 2024 | +14.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+18.3%
operating income (EBIT proxy) over average of 2025-08-30 and 2026-08-29 minus current liabilities
Return on capital employed MSM
| FY Aug 2026 | +18.3% |
| FY Aug 2025 | +16.8% |
| FY Aug 2024 | +20.8% |
| FY Sep 2023 | +24.8% |
| FY Sep 2022 | +24.0% |
| Aug 2026 | +18.3% |
| May 2026 | +19.0% |
| Feb 2026 | +17.2% |
| Nov 2025 | +16.9% |
| Aug 2025 | +16.8% |
| May 2025 | +16.6% |
| Mar 2025 | +17.9% |
| Nov 2024 | +19.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
29.75x
close 2026-10-26 over four quarters of diluted EPS, 2025-08-31 to 2026-08-29
P/E, trailing MSM
| FY Aug 2026 | 29.87x |
| FY Aug 2025 | 25.27x |
| FY Aug 2024 | 17.96x |
| FY Sep 2023 | 16.67x |
| FY Sep 2022 | 12.97x |
| Aug 2026 | 29.87x |
| May 2026 | 26.38x |
| Feb 2026 | 25.16x |
| Nov 2025 | 24.24x |
| Aug 2025 | 25.27x |
| May 2025 | 22.94x |
| Mar 2025 | 21.20x |
| Nov 2024 | 20.50x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$7.0B
market value at close 2026-10-26 on 2026-10-01 shares, plus long-term 2026-08-29 plus current 2026-08-29, minus cash 2026-08-29
Enterprise value MSM
| FY Aug 2026 | $7.1B |
| FY Aug 2025 | $5.5B |
| FY Aug 2024 | $5.1B |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| Aug 2026 | $7.1B |
| May 2026 | $6.4B |
| Feb 2026 | $5.7B |
| Nov 2025 | $5.5B |
| Aug 2025 | $5.5B |
| May 2025 | $5.0B |
| Mar 2025 | $5.0B |
| Nov 2024 | $5.3B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+3.4%
TTM free cash flow over market value at close 2026-10-26
FCF yield MSM
| FY Aug 2026 | +3.4% |
| FY Aug 2025 | +4.8% |
| FY Aug 2024 | +6.7% |
| FY Sep 2023 | n/a |
| FY Sep 2022 | n/a |
| Aug 2026 | +3.4% |
| May 2026 | +3.6% |
| Feb 2026 | +4.1% |
| Nov 2025 | +3.4% |
| Aug 2025 | +4.8% |
| May 2025 | +5.8% |
| Mar 2025 | +6.7% |
| Nov 2024 | +6.9% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
2.53x
P/E over trailing EPS growth of 12%: four quarters to 2026-08-29 against the four to 2025-08-30
PEG, trailing MSM
| FY Aug 2026 | 2.54x |
| FY Aug 2025 | n/a |
| FY Aug 2024 | n/a |
| FY Sep 2023 | 25.25x |
| FY Sep 2022 | 0.23x |
| Aug 2026 | 2.54x |
| May 2026 | 1.53x |
| Feb 2026 | n/a |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Mar 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-08 | 2025-08 | 2024-08 | 2023-09 | |
|---|---|---|---|---|
| Revenue | $4.0B | $3.8B | $3.8B | $4.0B |
| Gross profit | $1.6B | $1.5B | $1.6B | $1.6B |
| Operating income | $320.6M | $301.6M | $390.4M | $483.7M |
| Net income | $222.6M | $199.3M | $258.6M | $343.2M |
| EPS (diluted) | 3.98 | 3.57 | 4.58 | 6.11 |
| Operating cash flow | $306.5M | $333.7M | $410.7M | $699.6M |
| Cash | $65.0M | $56.2M | $29.6M | $50.1M |
| Long-term debt | $159.4M | $168.6M | $278.4M | $224.2M |
| Buybacks | $14.0M | $39.3M | $187.7M | $95.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
MSM Stock Sonar score 6/7 axes
Find similar shapesCompareMSM ranks highest on institutional and government (79th percentile) and profitability (68th), and lowest on risk and compliance (59th), among Wholesale & Retail peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
MSM filings, in plain words
Are MSC Industrial Direct insiders buying or selling MSM?
In the 180 days to 2026-10-28, MSC Industrial Direct insiders were net buyers, a net $50.1K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-28, MSC Industrial Direct insiders were net buyers of MSM, a net $50.1K across purchases and sales reported on Form 4 by 1 buyer. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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