
Congress trades
MSC Industrial Direct Co., Inc. (MSM)
NYSE · Industrials · 36 congress trades · last filed 6 years ago
About MSC Industrial Direct Co., Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Distribution
- Chief executive
- Martina McIsaac
- Employees
- 7,181
- Listed since
- -
- Market value
- $6.7B
- Price to earnings
- 28.8
- Earnings per share
- $4.13
- Dividend yield
- 2.91%
Earnings
6 reported quarters · next on Oct 22, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Jul 1, 2026 | $1.43 | $1.28 | $1.0B | $1.0B | EPS beatRevenue in line |
| Q2 FY2026reported Apr 1, 2026 | $0.82 | $0.84 | $917.8M | $931.7M | EPS missRevenue in line |
| Q1 FY2026reported Jan 7, 2026 | $0.99 | $0.95 | $965.7M | $962.6M | EPS beatRevenue in line |
| Q4 FY2025reported Oct 23, 2025 | $1.09 | $1.02 | $978.2M | $964.3M | EPS beatRevenue in line |
| Q3 FY2025reported Jul 1, 2025 | $1.08 | $1.03 | $971.1M | $969.2M | EPS beatRevenue in line |
| Q2 FY2025reported Apr 3, 2025 | $0.72 | $0.68 | $891.7M | $899.6M | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Dec 11, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Erik GershwindChief Executive Officer | $871K | $3.5M | $1.5M | $5.9M |
| Martina McIsaacPresident and Chief Operating Officer | $625K | $900K | $716K | $2.2M |
| Neal DongreSenior Vice President, General Counsel and Corporate S | $457K | $450K | $233K | $1.1M |
| Kimberly ShacklettSenior Vice President, Customer Experience | $428K | $400K | $227K | $1.1M |
| Gregory ClarkVice President and Interim Chief Financial Officer | $312K | $150K | $160K | $622K |
The summary compensation table from the 2025 proxy statement, current executives only. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $661.4M | 5,560,498 | +2.4% | 9.96% |
| Vanguard Portfolio Management LLC | $254.5M | 2,139,176 | +0.3% | 3.83% |
| Vanguard Capital Management LLC | $241.0M | 2,026,407 | +1.2% | 3.63% |
| Fuller & Thaler Asset Management, Inc. | $224.5M | 1,887,419 | +5.7% | 3.38% |
| American Century Companies Inc | $207.4M | 1,743,956 | -33.3% | 3.12% |
| Boston Partners | $204.0M | 1,714,389 | +3.2% | 3.07% |
| First Trust Advisors LP | $199.5M | 1,676,859 | -5.4% | 3.00% |
| Sixth Street Partners Management Company, L.P. | $182.1M | 1,530,616 | +100.0% | 2.74% |
| Charles Schwab Investment Management Inc | $182.1M | 1,530,616 | +9.9% | 2.74% |
| State Street Corp | $174.1M | 1,463,620 | +3.7% | 2.62% |
| Dimensional Fund Advisors LP | $148.5M | 1,248,087 | -8.1% | 2.24% |
| Geode Capital Management, LLC | $139.0M | 1,168,449 | +5.5% | 2.09% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
Congress trades in MSM
20 disclosures of 36 on record · median 40d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaulFiled late | Stock | Sale | $15,001 - $50,000 | +81.8%S&P +120.4% · vs S&P 500 -38.5% | Oct 9, 2020 | Nov 30, 2020 | 52d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +83.0%S&P +125.9% · vs S&P 500 -42.8% | Aug 20, 2020 | Sep 22, 2020 | 33d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +83.0%S&P +125.9% · vs S&P 500 -42.8% | Aug 20, 2020 | Sep 22, 2020 | 33d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +95.3%S&P +178.6% · vs S&P 500 -83.3% | Apr 8, 2020 | May 18, 2020 | 40d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +105.9%S&P +188.1% · vs S&P 500 -82.2% | Apr 7, 2020 | May 18, 2020 | 41d |
| Michael T. McCaulFiled late | Stock | Purchase | $15,001 - $50,000 | +116.0%S&P +203.3% · vs S&P 500 -87.3% | Apr 2, 2020 | May 18, 2020 | 46d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +109.5%S&P +177.3% · vs S&P 500 -67.8% | Apr 13, 2020 | May 18, 2020 | 35d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +109.5%S&P +177.3% · vs S&P 500 -67.8% | Apr 13, 2020 | May 18, 2020 | 35d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +95.3%S&P +178.6% · vs S&P 500 -83.3% | Apr 8, 2020 | May 18, 2020 | 40d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +99.5%S&P +169.0% · vs S&P 500 -69.6% | Apr 14, 2020 | May 18, 2020 | 34d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +99.5%S&P +169.0% · vs S&P 500 -69.6% | Apr 14, 2020 | May 18, 2020 | 34d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +109.5%S&P +177.3% · vs S&P 500 -67.8% | Apr 13, 2020 | May 18, 2020 | 35d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +105.9%S&P +188.1% · vs S&P 500 -82.2% | Apr 7, 2020 | May 18, 2020 | 41d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +121.3%S&P +192.0% · vs S&P 500 -70.7% | Mar 30, 2020 | May 6, 2020 | 37d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +121.3%S&P +192.0% · vs S&P 500 -70.7% | Mar 30, 2020 | May 6, 2020 | 37d |
| Michael T. McCaulFiled late | Stock | Sale | $1,001 - $15,000 | +93.4%S&P +158.3% · vs S&P 500 -65.0% | Feb 28, 2020 | Apr 20, 2020 | 52d |
| Michael T. McCaulFiled late | Stock | Sale | $1,001 - $15,000 | +87.9%S&P +156.8% · vs S&P 500 -68.9% | Feb 27, 2020 | Apr 20, 2020 | 53d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +68.7%S&P +127.9% · vs S&P 500 -59.2% | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +57.3%S&P +135.5% · vs S&P 500 -78.2% | Jan 8, 2020 | Feb 19, 2020 | 42d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +59.3%S&P +133.9% · vs S&P 500 -74.6% | Jan 9, 2020 | Feb 19, 2020 | 41d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 9, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded MSM?
Michael T. McCaul, Ro Khanna disclosed MSM transactions in the filings shown here.
How quickly are MSM trades disclosed?
Congressional disclosures took a median of 40 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.
