
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, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Distribution
- Chief executive
- Martina McIsaac
- Employees
- 7,181
- Listed since
- -
- Market value
- $6.4B
- Price to earnings (12 mo)
- 28.5
- Net income per share, as reported (12 mo)
- $3.99
- Dividend yield
- 3.06%
Earnings
6 reported quarters · next on Jan 6, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Oct 22, 2026 | $1.45 | $1.41 | $1.1B | $1.1B | EPS beatRevenue in line |
| Q3 FY2026reported Jul 1, 2026 | $1.43 | $1.28 | $1.0B | $1.0B | EPS beat, GAAPRevenue 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 |
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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 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 Secretary | $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 proxy statement for fiscal 2025, with titles as filed then. 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 | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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% |
| 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% |
| Epoch Investment Partners, Inc. | $110.2M | 926,830 | -5.1% | 1.66% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in MSM
20 disclosures of 36 on record · median 39d of the 45 allowedSince the trade: the stock's move from its estimated entry price (a purchase) or estimated exit price (a sale) to its current price, the latest close we hold. Not the member's result.
| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Oct 9, 2020 | Nov 30, 2020 | 52d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Aug 20, 2020 | Sep 22, 2020 | 33d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Aug 20, 2020 | Sep 22, 2020 | 33d |
| Michael T. McCaul | Stock | Purchase | $15,001 - $50,000 | n/a | Apr 2, 2020 | May 18, 2020 | 46d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Apr 7, 2020 | May 18, 2020 | 41d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Apr 7, 2020 | May 18, 2020 | 41d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Apr 8, 2020 | May 18, 2020 | 40d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Apr 8, 2020 | May 18, 2020 | 40d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | n/a | Apr 13, 2020 | May 18, 2020 | 35d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Apr 13, 2020 | May 18, 2020 | 35d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Apr 13, 2020 | May 18, 2020 | 35d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Apr 14, 2020 | May 18, 2020 | 34d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | n/a | Apr 14, 2020 | May 18, 2020 | 34d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Mar 30, 2020 | May 6, 2020 | 37d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Mar 30, 2020 | May 6, 2020 | 37d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Feb 27, 2020 | Apr 20, 2020 | 53d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Feb 28, 2020 | Apr 20, 2020 | 52d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | n/a | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | n/a | Jan 8, 2020 | Feb 19, 2020 | 42d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | n/a | Jan 9, 2020 | Feb 19, 2020 | 41d |
We hold no closing prices for any row shown here, so no move is shown. Not investment advice.
Estimated prices are the stock's closing price on the trade date. A disclosure gives a value band, not the price paid. Not investment advice. After a sale a positive figure means the stock kept rising after it. On an option line the prices are the stock's, never the option's: the premium is never disclosed.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no prices or move are shown for that row.
Every Congress trade in MSM, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded MSM?
Michael T. McCaul and Ro Khanna disclosed MSM transactions in the filings shown here.
How quickly are MSM trades disclosed?
Congressional disclosures took a median of 39 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 Oct 27, 2026.
