MSM$118.38▼ 0.3%MSC's chairman bought about $29 million of stock a day after its worst fall since 2002
MSC Industrial reported record sales on Oct. 22 but forecast a thinner margin than in the quarter just ended. Its stock fell 15%. Its chairman's purchase the next day was his biggest day of buying in filings back to 2006.
KeyVex News··5 min readFact-checked against 9 public recordsKeyVex News··5 min readFact-checked against 9 public recordsMSM$118.38▼ 0.3%Close, Oct. 27. Prices from Tiingo.The short versionTap to readTap to close
- MSC, which sells metalworking tools and supplies, reported record quarterly sales on Oct. 22. Its stock had just closed at its highest in KeyVex's price data, which goes back to 1995.
- But MSC forecast a lower profit margin for the next quarter than the one just reported. The stock fell 15.35% that day, its worst day since 2002.
- The next day its chairman bought about $29 million of stock. That is about twice his biggest previous day of buying, and more than his nine purchases in 2025 put together.
- He paid $114.43 to $117.43 a share; his purchases since 2021 were at about $69 to $85. His filing marks no prearranged trading plan and gives no reason.
- Next: on Jan. 6, 2027, MSC reports the quarter that forecast covers.
The purchase: Mitchell Jacobson, the chairman and largest shareholder of MSC Industrial, bought 250,000 of its shares on Oct. 23 at $114.43 to $117.43 each, about $29.0 million in all, his filing shows.Form 4Proxy The day before, MSC's stock had fallen 15.35%, its worst day since August 2002.Chart data
The record: A Form 4 is the report a company's directors, officers and largest holders must file within two business days of most trades in its stock. In Jacobson's Form 4s back to 2006, the start of KeyVex's insider data, this is his biggest day of buying, about twice the next. That was July 13, 2022: 200,000 shares at $72.25, about $14.5 million.Form 4 It is also more than his nine purchases in 2025 combined, about $28.5 million.Form 4Form 4Form 4
What he paid: He paid more, too. His average on Oct. 23 was about $116 a share; every purchase in his filings since 2021 was at about $69 to $85.Form 4Form 4Form 4 His filing gives no reason. It marks no Rule 10b5-1 plan, the kind of trading schedule an insider sets in advance.Form 4
MSC Industrial's stock and the key dates in this storyDaily close, Jan. 2, 2025 to Oct. 27, 2026 ▲ 57.3%Show chartHide chart
- 1April 7, 2025 Jacobson buys 159,193 shares. On April 7 and 8, at about $69 to $70 a share, about $11.1 million. The stock closes at $70.15 on April 7.
- 2Oct. 30, 2025 He buys 204,676 more. From Oct. 30 to Nov. 18, at about $84 to $85, about $17.4 million.
- 3Oct. 21, 2026 A record close: $132.82. The highest close in KeyVex's price data, which begins in December 1995. Up 57.9% since Dec. 31.
- 4Oct. 22, 2026 Results, and the worst day since 2002. Record quarterly sales and a first-quarter margin forecast of 9.5% to 10.1%. The stock falls 15.35% to $112.43.
- 5Oct. 23, 2026 Jacobson buys 250,000 shares. At $114.43 to $117.43, about $29.0 million. The stock closes at $113.86.
View the data (456 trading days)
| Date | Close | Day change |
|---|---|---|
| 2026-10-27 | $118.38 | −0.3% |
| 2026-10-26 | $118.72 | +4.3% |
| 2026-10-23 | $113.86 | +1.3% |
| 2026-10-22 | $112.43 | −15.4% |
| 2026-10-21 | $132.82 | +2.5% |
| 2026-10-20 | $129.53 | +1.0% |
| 2026-10-19 | $128.25 | −1.6% |
| 2026-10-16 | $130.38 | −0.2% |
| 2026-10-15 | $130.70 | −1.4% |
| 2026-10-14 | $132.58 | +0.3% |
| 2026-10-13 | $132.17 | +2.7% |
| 2026-10-12 | $128.67 | −0.6% |
| 2026-10-09 | $129.51 | +0.5% |
| 2026-10-08 | $128.92 | −1.1% |
| 2026-10-07 | $130.38 | 0.0% |
| 2026-10-06 | $130.32 | +0.1% |
| 2026-10-05 | $130.16 | 0.0% |
| 2026-10-02 | $130.12 | +1.3% |
| 2026-10-01 | $128.50 | +3.9% |
| 2026-09-30 | $123.72 | −0.7% |
| 2026-09-29 | $124.55 | +2.0% |
| 2026-09-28 | $122.14 | +0.8% |
| 2026-09-25 | $121.22 | +0.4% |
| 2026-09-24 | $120.73 | −2.7% |
| 2026-09-23 | $124.10 | +2.2% |
| 2026-09-22 | $121.37 | −0.2% |
| 2026-09-21 | $121.63 | −0.5% |
| 2026-09-18 | $122.21 | +0.4% |
| 2026-09-17 | $121.76 | +1.1% |
| 2026-09-16 | $120.48 | +0.5% |
| 2026-09-15 | $119.88 | +0.5% |
| 2026-09-14 | $119.28 | −1.0% |
| 2026-09-11 | $120.51 | +0.7% |
| 2026-09-10 | $119.68 | +0.2% |
| 2026-09-09 | $119.43 | −0.8% |
| 2026-09-08 | $120.38 | −0.8% |
| 2026-09-04 | $121.41 | +3.0% |
| 2026-09-03 | $117.89 | +1.2% |
| 2026-09-02 | $116.47 | −1.1% |
| 2026-09-01 | $117.74 | −1.0% |
| 2026-08-31 | $118.88 | −0.3% |
| 2026-08-28 | $119.20 | −2.3% |
| 2026-08-27 | $122.01 | −0.4% |
| 2026-08-26 | $122.50 | +3.5% |
| 2026-08-25 | $118.33 | −0.8% |
| 2026-08-24 | $119.26 | −0.5% |
| 2026-08-21 | $119.81 | +1.8% |
| 2026-08-20 | $117.70 | −2.2% |
| 2026-08-19 | $120.33 | −1.8% |
| 2026-08-18 | $122.59 | −1.6% |
| 2026-08-17 | $124.60 | +0.6% |
| 2026-08-14 | $123.82 | +2.1% |
| 2026-08-13 | $121.29 | +1.5% |
| 2026-08-12 | $119.44 | −0.5% |
| 2026-08-11 | $120.06 | −2.3% |
| 2026-08-10 | $122.93 | 0.0% |
| 2026-08-07 | $122.92 | −0.8% |
| 2026-08-06 | $123.91 | −1.3% |
| 2026-08-05 | $125.57 | −0.9% |
| 2026-08-04 | $126.74 | +1.5% |
| 2026-08-03 | $124.91 | +1.2% |
| 2026-07-31 | $123.40 | +1.6% |
| 2026-07-30 | $121.46 | +0.4% |
| 2026-07-29 | $120.97 | −3.1% |
| 2026-07-28 | $124.78 | −1.4% |
| 2026-07-27 | $126.60 | +0.8% |
| 2026-07-24 | $125.64 | −0.2% |
| 2026-07-23 | $125.83 | −1.1% |
| 2026-07-22 | $127.28 | +0.7% |
| 2026-07-21 | $126.43 | +1.8% |
| 2026-07-20 | $124.17 | −0.5% |
| 2026-07-17 | $124.77 | −0.7% |
| 2026-07-16 | $125.63 | +1.6% |
| 2026-07-15 | $123.70 | −0.3% |
| 2026-07-14 | $124.11 | +0.1% |
| 2026-07-13 | $123.99 | +0.8% |
| 2026-07-10 | $123.02 | +2.0% |
| 2026-07-09 | $120.66 | +1.4% |
| 2026-07-08 | $118.99 | −0.9% |
| 2026-07-07 | $120.07 | −0.9% |
| 2026-07-06 | $121.14 | −1.3% |
| 2026-07-02 | $122.78 | −0.5% |
| 2026-07-01 | $123.34 | +3.7% |
| 2026-06-30 | $118.95 | +2.0% |
| 2026-06-29 | $116.67 | −1.3% |
| 2026-06-26 | $118.18 | −1.0% |
| 2026-06-25 | $119.37 | +2.4% |
| 2026-06-24 | $116.55 | +0.2% |
| 2026-06-23 | $116.26 | −1.0% |
| 2026-06-22 | $117.41 | −0.9% |
| 2026-06-18 | $118.51 | +2.9% |
| 2026-06-17 | $115.18 | −1.8% |
| 2026-06-16 | $117.28 | +2.7% |
| 2026-06-15 | $114.22 | −2.1% |
| 2026-06-12 | $116.69 | +1.0% |
| 2026-06-11 | $115.57 | +0.4% |
| 2026-06-10 | $115.16 | −1.4% |
| 2026-06-09 | $116.84 | +1.1% |
| 2026-06-08 | $115.59 | +0.1% |
| 2026-06-05 | $115.51 | −1.3% |
| 2026-06-04 | $116.98 | −0.2% |
| 2026-06-03 | $117.21 | +1.8% |
| 2026-06-02 | $115.17 | +2.9% |
| 2026-06-01 | $111.88 | +2.2% |
| 2026-05-29 | $109.47 | −0.3% |
| 2026-05-28 | $109.78 | +2.1% |
| 2026-05-27 | $107.49 | −1.2% |
| 2026-05-26 | $108.79 | +2.2% |
| 2026-05-22 | $106.50 | +0.5% |
| 2026-05-21 | $105.98 | −0.2% |
| 2026-05-20 | $106.17 | +2.2% |
| 2026-05-19 | $103.85 | −0.8% |
| 2026-05-18 | $104.66 | 0.0% |
| 2026-05-15 | $104.66 | −2.0% |
| 2026-05-14 | $106.82 | +0.1% |
| 2026-05-13 | $106.76 | −0.1% |
| 2026-05-12 | $106.92 | −0.4% |
| 2026-05-11 | $107.32 | +2.9% |
| 2026-05-08 | $104.28 | 0.0% |
| 2026-05-07 | $104.31 | −0.7% |
| 2026-05-06 | $105.01 | +1.9% |
| 2026-05-05 | $103.01 | +1.8% |
| 2026-05-04 | $101.20 | −1.4% |
| 2026-05-01 | $102.63 | +0.4% |
| 2026-04-30 | $102.27 | +1.5% |
| 2026-04-29 | $100.75 | −2.1% |
| 2026-04-28 | $102.89 | −1.2% |
| 2026-04-27 | $104.17 | +6.5% |
| 2026-04-24 | $97.83 | −0.2% |
| 2026-04-23 | $98.06 | +1.4% |
| 2026-04-22 | $96.67 | −0.5% |
| 2026-04-21 | $97.12 | 0.0% |
| 2026-04-20 | $97.13 | −0.4% |
| 2026-04-17 | $97.52 | +3.6% |
| 2026-04-16 | $94.17 | −0.6% |
| 2026-04-15 | $94.71 | −1.1% |
| 2026-04-14 | $95.78 | +0.4% |
| 2026-04-13 | $95.37 | −0.1% |
| 2026-04-10 | $95.48 | −0.7% |
| 2026-04-09 | $96.13 | +0.6% |
| 2026-04-08 | $95.58 | +5.4% |
| 2026-04-07 | $90.71 | 0.0% |
| 2026-04-06 | $90.69 | +0.4% |
| 2026-04-02 | $90.32 | −1.3% |
| 2026-04-01 | $91.55 | −0.8% |
| 2026-03-31 | $92.27 | +2.6% |
| 2026-03-30 | $89.97 | −0.4% |
| 2026-03-27 | $90.30 | +0.9% |
| 2026-03-26 | $89.48 | −2.6% |
| 2026-03-25 | $91.90 | +1.5% |
| 2026-03-24 | $90.52 | +3.9% |
| 2026-03-23 | $87.11 | +1.6% |
| 2026-03-20 | $85.72 | −1.3% |
| 2026-03-19 | $86.88 | −1.2% |
| 2026-03-18 | $87.94 | −2.4% |
| 2026-03-17 | $90.06 | +0.7% |
| 2026-03-16 | $89.44 | −2.0% |
| 2026-03-13 | $91.23 | +1.1% |
| 2026-03-12 | $90.26 | −2.4% |
| 2026-03-11 | $92.44 | +2.6% |
| 2026-03-10 | $90.14 | 0.0% |
| 2026-03-09 | $90.15 | −1.4% |
| 2026-03-06 | $91.41 | −1.3% |
| 2026-03-05 | $92.58 | +1.1% |
| 2026-03-04 | $91.54 | −1.5% |
| 2026-03-03 | $92.90 | −1.3% |
| 2026-03-02 | $94.08 | +0.3% |
| 2026-02-27 | $93.84 | +0.6% |
| 2026-02-26 | $93.31 | +0.3% |
| 2026-02-25 | $93.07 | −0.7% |
| 2026-02-24 | $93.68 | +2.0% |
| 2026-02-23 | $91.83 | −2.2% |
| 2026-02-20 | $93.86 | 0.0% |
| 2026-02-19 | $93.87 | +0.3% |
| 2026-02-18 | $93.58 | +0.1% |
| 2026-02-17 | $93.47 | −0.6% |
| 2026-02-13 | $94.04 | +2.2% |
| 2026-02-12 | $92.04 | −3.1% |
| 2026-02-11 | $95.00 | +0.6% |
| 2026-02-10 | $94.39 | +0.2% |
| 2026-02-09 | $94.18 | −1.4% |
| 2026-02-06 | $95.56 | +0.6% |
| 2026-02-05 | $94.95 | +1.0% |
| 2026-02-04 | $93.97 | +3.1% |
| 2026-02-03 | $91.18 | +3.2% |
| 2026-02-02 | $88.36 | +4.8% |
| 2026-01-30 | $84.34 | +0.1% |
| 2026-01-29 | $84.25 | +0.9% |
| 2026-01-28 | $83.48 | −0.1% |
| 2026-01-27 | $83.59 | −0.8% |
| 2026-01-26 | $84.23 | −1.8% |
| 2026-01-23 | $85.77 | −2.3% |
| 2026-01-22 | $87.80 | +0.5% |
| 2026-01-21 | $87.37 | +2.1% |
| 2026-01-20 | $85.57 | +1.0% |
| 2026-01-16 | $84.76 | −1.6% |
| 2026-01-15 | $86.13 | +1.7% |
| 2026-01-14 | $84.67 | +0.6% |
| 2026-01-13 | $84.18 | +0.7% |
| 2026-01-12 | $83.61 | −1.0% |
| 2026-01-09 | $84.43 | +0.6% |
| 2026-01-08 | $83.92 | +3.5% |
| 2026-01-07 | $81.08 | −4.5% |
| 2026-01-06 | $84.94 | −1.5% |
| 2026-01-05 | $86.22 | +0.4% |
| 2026-01-02 | $85.84 | +2.1% |
| 2025-12-31 | $84.10 | −2.4% |
| 2025-12-30 | $86.19 | −0.6% |
| 2025-12-29 | $86.69 | −0.8% |
| 2025-12-26 | $87.42 | +0.4% |
| 2025-12-24 | $87.03 | 0.0% |
| 2025-12-23 | $87.00 | −0.2% |
| 2025-12-22 | $87.16 | +0.9% |
| 2025-12-19 | $86.38 | +0.2% |
| 2025-12-18 | $86.25 | +0.2% |
| 2025-12-17 | $86.10 | +0.4% |
| 2025-12-16 | $85.76 | 0.0% |
| 2025-12-15 | $85.74 | −1.2% |
| 2025-12-12 | $86.74 | +0.2% |
| 2025-12-11 | $86.60 | +2.7% |
| 2025-12-10 | $84.29 | +3.9% |
| 2025-12-09 | $81.14 | −1.0% |
| 2025-12-08 | $81.93 | −1.2% |
| 2025-12-05 | $82.93 | +0.6% |
| 2025-12-04 | $82.44 | −0.5% |
| 2025-12-03 | $82.82 | −3.5% |
| 2025-12-02 | $85.82 | −0.4% |
| 2025-12-01 | $86.16 | −3.1% |
| 2025-11-28 | $88.96 | −0.4% |
| 2025-11-26 | $89.34 | +1.1% |
| 2025-11-25 | $88.41 | +1.6% |
| 2025-11-24 | $86.99 | −1.3% |
| 2025-11-21 | $88.10 | +5.5% |
| 2025-11-20 | $83.51 | −1.5% |
| 2025-11-19 | $84.76 | −0.4% |
| 2025-11-18 | $85.10 | −0.8% |
| 2025-11-17 | $85.76 | −1.0% |
| 2025-11-14 | $86.64 | −3.4% |
| 2025-11-13 | $89.66 | +0.2% |
| 2025-11-12 | $89.44 | +0.2% |
| 2025-11-11 | $89.27 | +1.1% |
| 2025-11-10 | $88.34 | +0.4% |
| 2025-11-07 | $88.03 | +2.9% |
| 2025-11-06 | $85.59 | −1.3% |
| 2025-11-05 | $86.68 | +0.3% |
| 2025-11-04 | $86.42 | +1.9% |
| 2025-11-03 | $84.79 | −0.1% |
| 2025-10-31 | $84.91 | −0.2% |
| 2025-10-30 | $85.08 | +1.0% |
| 2025-10-29 | $84.21 | −0.1% |
| 2025-10-28 | $84.31 | −1.7% |
| 2025-10-27 | $85.79 | −2.5% |
| 2025-10-24 | $88.00 | −1.9% |
| 2025-10-23 | $89.73 | +3.1% |
| 2025-10-22 | $87.04 | −1.1% |
| 2025-10-21 | $88.03 | +1.3% |
| 2025-10-20 | $86.93 | +1.2% |
| 2025-10-17 | $85.90 | +0.6% |
| 2025-10-16 | $85.43 | +0.2% |
| 2025-10-15 | $85.28 | −1.9% |
| 2025-10-14 | $86.97 | +1.3% |
| 2025-10-13 | $85.82 | +0.2% |
| 2025-10-10 | $85.68 | −3.3% |
| 2025-10-09 | $88.59 | −1.0% |
| 2025-10-08 | $89.53 | −0.8% |
| 2025-10-07 | $90.24 | −2.0% |
| 2025-10-06 | $92.10 | +0.1% |
| 2025-10-03 | $91.99 | 0.0% |
| 2025-10-02 | $91.97 | +0.8% |
| 2025-10-01 | $91.24 | −1.0% |
| 2025-09-30 | $92.14 | +1.4% |
| 2025-09-29 | $90.84 | −0.1% |
| 2025-09-26 | $90.93 | +1.9% |
| 2025-09-25 | $89.20 | +0.3% |
| 2025-09-24 | $88.92 | −2.1% |
| 2025-09-23 | $90.86 | 0.0% |
| 2025-09-22 | $90.85 | −0.2% |
| 2025-09-19 | $90.99 | −2.0% |
| 2025-09-18 | $92.83 | +1.7% |
| 2025-09-17 | $91.24 | −0.6% |
| 2025-09-16 | $91.82 | −0.1% |
| 2025-09-15 | $91.87 | +0.6% |
| 2025-09-12 | $91.35 | −1.0% |
| 2025-09-11 | $92.30 | +0.8% |
| 2025-09-10 | $91.60 | −0.3% |
| 2025-09-09 | $91.88 | −1.1% |
| 2025-09-08 | $92.90 | +0.7% |
| 2025-09-05 | $92.27 | −0.4% |
| 2025-09-04 | $92.66 | +2.6% |
| 2025-09-03 | $90.29 | +1.2% |
| 2025-09-02 | $89.22 | −1.1% |
| 2025-08-29 | $90.23 | −0.8% |
| 2025-08-28 | $90.97 | −0.8% |
| 2025-08-27 | $91.71 | +0.6% |
| 2025-08-26 | $91.14 | +0.5% |
| 2025-08-25 | $90.66 | −0.2% |
| 2025-08-22 | $90.83 | +4.5% |
| 2025-08-21 | $86.91 | −0.9% |
| 2025-08-20 | $87.67 | −1.6% |
| 2025-08-19 | $89.06 | +2.3% |
| 2025-08-18 | $87.03 | +0.2% |
| 2025-08-15 | $86.86 | −0.8% |
| 2025-08-14 | $87.58 | −1.4% |
| 2025-08-13 | $88.83 | +2.8% |
| 2025-08-12 | $86.39 | +1.8% |
| 2025-08-11 | $84.90 | −1.4% |
| 2025-08-08 | $86.10 | +0.1% |
| 2025-08-07 | $86.00 | +0.4% |
| 2025-08-06 | $85.62 | −0.6% |
| 2025-08-05 | $86.11 | +0.8% |
| 2025-08-04 | $85.45 | +0.3% |
| 2025-08-01 | $85.19 | −1.7% |
| 2025-07-31 | $86.62 | −0.5% |
| 2025-07-30 | $87.05 | −0.3% |
| 2025-07-29 | $87.29 | −0.6% |
| 2025-07-28 | $87.80 | +0.5% |
| 2025-07-25 | $87.36 | +0.3% |
| 2025-07-24 | $87.06 | −0.6% |
| 2025-07-23 | $87.61 | +0.6% |
| 2025-07-22 | $87.13 | +1.3% |
| 2025-07-21 | $85.97 | −1.7% |
| 2025-07-18 | $87.46 | +0.3% |
| 2025-07-17 | $87.17 | +0.7% |
| 2025-07-16 | $86.53 | −2.2% |
| 2025-07-15 | $88.48 | −1.9% |
| 2025-07-14 | $90.18 | −0.2% |
| 2025-07-11 | $90.38 | −1.4% |
| 2025-07-10 | $91.66 | +1.1% |
| 2025-07-09 | $90.70 | −0.1% |
| 2025-07-08 | $90.76 | +1.5% |
| 2025-07-07 | $89.38 | −0.7% |
| 2025-07-03 | $89.97 | +0.4% |
| 2025-07-02 | $89.61 | −0.8% |
| 2025-07-01 | $90.32 | +6.2% |
| 2025-06-30 | $85.02 | −0.5% |
| 2025-06-27 | $85.48 | +0.8% |
| 2025-06-26 | $84.77 | +3.5% |
| 2025-06-25 | $81.89 | −0.4% |
| 2025-06-24 | $82.21 | +0.5% |
| 2025-06-23 | $81.78 | +0.8% |
| 2025-06-20 | $81.10 | −1.2% |
| 2025-06-18 | $82.09 | +0.7% |
| 2025-06-17 | $81.50 | −0.7% |
| 2025-06-16 | $82.08 | +1.3% |
| 2025-06-13 | $81.01 | −1.2% |
| 2025-06-12 | $81.98 | −0.2% |
| 2025-06-11 | $82.17 | −0.9% |
| 2025-06-10 | $82.90 | +1.5% |
| 2025-06-09 | $81.68 | +0.6% |
| 2025-06-06 | $81.16 | +0.8% |
| 2025-06-05 | $80.51 | 0.0% |
| 2025-06-04 | $80.55 | −1.1% |
| 2025-06-03 | $81.47 | +1.8% |
| 2025-06-02 | $80.00 | −1.5% |
| 2025-05-30 | $81.20 | −1.0% |
| 2025-05-29 | $81.99 | −1.2% |
| 2025-05-28 | $82.97 | −1.0% |
| 2025-05-27 | $83.81 | +6.5% |
| 2025-05-23 | $78.68 | −0.5% |
| 2025-05-22 | $79.06 | +0.1% |
| 2025-05-21 | $79.01 | −2.7% |
| 2025-05-20 | $81.21 | −0.9% |
| 2025-05-19 | $81.91 | +0.6% |
| 2025-05-16 | $81.46 | +2.0% |
| 2025-05-15 | $79.86 | +1.0% |
| 2025-05-14 | $79.07 | +0.1% |
| 2025-05-13 | $79.03 | +0.3% |
| 2025-05-12 | $78.83 | +3.4% |
| 2025-05-09 | $76.21 | +0.2% |
| 2025-05-08 | $76.02 | +1.4% |
| 2025-05-07 | $74.96 | −0.6% |
| 2025-05-06 | $75.42 | −2.4% |
| 2025-05-05 | $77.26 | −0.5% |
| 2025-05-02 | $77.65 | +2.3% |
| 2025-05-01 | $75.89 | −0.8% |
| 2025-04-30 | $76.48 | −0.7% |
| 2025-04-29 | $76.99 | −0.1% |
| 2025-04-28 | $77.07 | −0.7% |
| 2025-04-25 | $77.63 | −0.5% |
| 2025-04-24 | $78.00 | +2.3% |
| 2025-04-23 | $76.23 | +0.2% |
| 2025-04-22 | $76.06 | +0.2% |
| 2025-04-21 | $75.93 | −1.8% |
| 2025-04-17 | $77.31 | +1.9% |
| 2025-04-16 | $75.84 | −1.6% |
| 2025-04-15 | $77.04 | −1.2% |
| 2025-04-14 | $77.98 | +0.3% |
| 2025-04-11 | $77.71 | +2.6% |
| 2025-04-10 | $75.72 | +0.7% |
| 2025-04-09 | $75.18 | +7.1% |
| 2025-04-08 | $70.17 | 0.0% |
| 2025-04-07 | $70.15 | −1.5% |
| 2025-04-04 | $71.22 | −5.2% |
| 2025-04-03 | $75.16 | −5.2% |
| 2025-04-02 | $79.28 | +1.9% |
| 2025-04-01 | $77.82 | +0.2% |
| 2025-03-31 | $77.67 | 0.0% |
| 2025-03-28 | $77.69 | −3.5% |
| 2025-03-27 | $80.48 | +0.8% |
| 2025-03-26 | $79.86 | +0.9% |
| 2025-03-25 | $79.15 | −1.2% |
| 2025-03-24 | $80.10 | +3.3% |
| 2025-03-21 | $77.54 | −0.8% |
| 2025-03-20 | $78.19 | −1.2% |
| 2025-03-19 | $79.16 | +1.5% |
| 2025-03-18 | $77.99 | +0.6% |
| 2025-03-17 | $77.50 | +0.6% |
| 2025-03-14 | $77.00 | +3.4% |
| 2025-03-13 | $74.45 | −2.3% |
| 2025-03-12 | $76.17 | −3.0% |
| 2025-03-11 | $78.49 | −2.7% |
| 2025-03-10 | $80.69 | −1.8% |
| 2025-03-07 | $82.20 | +2.5% |
| 2025-03-06 | $80.19 | +3.1% |
| 2025-03-05 | $77.78 | +1.0% |
| 2025-03-04 | $77.03 | −1.7% |
| 2025-03-03 | $78.36 | −2.5% |
| 2025-02-28 | $80.36 | +1.1% |
| 2025-02-27 | $79.51 | +1.7% |
| 2025-02-26 | $78.21 | −0.3% |
| 2025-02-25 | $78.43 | −0.8% |
| 2025-02-24 | $79.08 | −2.0% |
| 2025-02-21 | $80.71 | −2.8% |
| 2025-02-20 | $83.04 | +0.4% |
| 2025-02-19 | $82.73 | +0.3% |
| 2025-02-18 | $82.47 | +1.3% |
| 2025-02-14 | $81.45 | −0.6% |
| 2025-02-13 | $81.98 | +1.1% |
| 2025-02-12 | $81.05 | −0.2% |
| 2025-02-11 | $81.25 | +0.9% |
| 2025-02-10 | $80.56 | +0.4% |
| 2025-02-07 | $80.22 | −0.6% |
| 2025-02-06 | $80.72 | +0.2% |
| 2025-02-05 | $80.57 | +0.2% |
| 2025-02-04 | $80.44 | +1.4% |
| 2025-02-03 | $79.31 | −1.4% |
| 2025-01-31 | $80.41 | −1.8% |
| 2025-01-30 | $81.89 | +0.6% |
| 2025-01-29 | $81.38 | −1.3% |
| 2025-01-28 | $82.42 | −0.8% |
| 2025-01-27 | $83.08 | +0.2% |
| 2025-01-24 | $82.89 | +0.5% |
| 2025-01-23 | $82.47 | −0.5% |
| 2025-01-22 | $82.87 | +0.1% |
| 2025-01-21 | $82.76 | +1.2% |
| 2025-01-17 | $81.78 | +0.6% |
| 2025-01-16 | $81.32 | +1.6% |
| 2025-01-15 | $80.05 | −2.4% |
| 2025-01-14 | $82.04 | −0.6% |
| 2025-01-13 | $82.56 | +3.3% |
| 2025-01-10 | $79.90 | −3.3% |
| 2025-01-08 | $82.64 | +3.5% |
| 2025-01-07 | $79.86 | +1.0% |
| 2025-01-06 | $79.04 | +0.7% |
| 2025-01-03 | $78.47 | +4.3% |
| 2025-01-02 | $75.25 |
As of the Oct. 27 close, $118.38. Source: Tiingo end-of-day closes, as traded, via KeyVex.
A record, then a 15% fall
MSC, based in Melville, N.Y., and Davidson, N.C., distributes metalworking tools and maintenance supplies. Its stock closed at $132.82 on Oct. 21, its highest in KeyVex's price data, which begins in December 1995. That was up 57.9% since the end of 2025.Chart data
Before the market opened on Oct. 22, MSC reported its fiscal fourth quarter, which ended Aug. 29. Sales rose 10.3% to a record $1.08 billion. Its adjusted operating margin, profit from operations as a share of sales before some charges, was 10.9%.8-K Reported earnings fell to $0.85 a share from $1.01, after a $41.8 million charge for Digital Core, a technology project McIsaac said on the call MSC had stopped work on.8-K10-KTranscript Without the charge and other items, it earned $1.45 a share, up from $1.09.8-K
Martina McIsaac, the chief executive, called the quarter "a strong finish." But for the first quarter of fiscal 2027, MSC forecast an adjusted operating margin of 9.5% to 10.1%, below the 10.9% it had just reported but above its 8.4% for fiscal 2025 as a whole. McIsaac said MSC remained "mindful of inflationary headwinds and tougher comparisons looking ahead."8-K The stock fell 15.35% that day, to $112.43.Chart data
On the call, McIsaac said MSC was using price "as an offensive weapon" to fuel volume growth, which was "putting some pressure on gross margin" amid "continued absolutely unprecedented inflation." Ryan Merkel, a William Blair analyst, said he had expected first-quarter volume growth "more like mid-single digits or better," according to a transcript posted by The Motley Fool.Transcript
Gian Estrada of the research site TIKR made the case about the stock, not the quarter. Before the report, MSC traded at 25 times its expected earnings, against a five-year average of 18, he wrote that day. "The trouble is the price."TIKR
What he paid, against what he paid before
Jacobson has been a director since 1995 and is MSC's non-executive chairman; he was 74 at the time of its December 2025 proxy. His nephew Erik Gershwind was chief executive until the end of 2025.Proxy As of Nov. 24, 2025, the proxy listed him as the beneficial owner of 15.0% of the company, more than BlackRock or Vanguard. Much of it is held through trusts and a family foundation.Proxy
In April 2025 he paid about $69 to $70 a share, and from late October to mid-November 2025 about $84 to $85.Form 4Form 4Form 4 Even after the fall, the stock closed on Oct. 23 35% above where it ended 2025.Chart data
View the data
| Purchase | Dollars | Note |
|---|---|---|
| July 2008 | $1.92M | 40,000 shares at $47.98 |
| Jan. 2021 | $5.29M | 67,796 shares at $78.04 |
| May 2022 | $0.37M | 4,654 shares at $79.19 |
| July 2022 | $14.45M | 200,000 shares at $72.25 |
| April 2025 | $11.10M | 159,193 shares at about $69 to $70 |
| Oct.-Nov. 2025 | $17.35M | 204,676 shares at about $84 to $85 |
| Oct. 23, 2026 | $28.98M | 250,000 shares at $114.43 to $117.43 |
Shares times the price each Form 4 reports. Source: Mitchell Jacobson's Form 4 filings, from SEC data read by KeyVex.
The Jacobson and Gershwind family owned 20.8% of MSC as of Oct. 1. Under a 2023 agreement, each family holder gave MSC a proxy to vote its share of the family's stock above 15% in proportion to how other shareholders vote, MSC's annual report says.10-K The 250,000 shares are about 0.45% of the company.10-K
By Oct. 27, MSC's stock had closed at $118.38, still below where it stood before the results.Chart data MSC has set Jan. 6, 2027, to report the quarter its margin forecast covers.8-K
What to watch
MSC reports its fiscal 2027 first quarter, the one its 9.5% to 10.1% margin forecast covers.
The paper trail
Main filings this story relies on, Oct. 22 through Oct. 27, 2026, with the time EDGAR accepted them (Eastern). Earlier filings are in Sources.
| Filed (ET) | Form | Filer | What it shows |
|---|---|---|---|
| Oct. 22, 7:13 a.m. | 8-K | MSC Industrial | Fourth-quarter results: record sales, a $41.8 million Digital Core charge, a first-quarter margin forecast of 9.5% to 10.1%. |
| Oct. 22 | 10-K | MSC Industrial | Annual report: the family owns 20.8%; its votes above 15% are cast in proportion to other holders. |
| Oct. 23, 4:17 p.m. | 4 | Reuben Slone | Buys 433 shares on Oct. 23. No trading plan marked. |
| Oct. 27, 5:21 p.m. | 4 | Mitchell Jacobson | Buys 250,000 shares on Oct. 23, about $29.0 million. No trading plan marked. |
Sources
14 sources, 9 of them public records
Public records
- Form 4, Mitchell Jacobson (purchases of Oct. 23, 2026)SEC EDGAR · Oct. 27, 2026
- Form 4, Reuben E. Slone (purchases of Oct. 23, 2026)SEC EDGAR · Oct. 23, 2026
- Form 4, Mitchell Jacobson (purchase of July 13, 2022)SEC EDGAR · July 14, 2022
- Form 4, Mitchell Jacobson (purchases of April 7 and 8, 2025)SEC EDGAR · April 9, 2025
- Form 4, Mitchell Jacobson (purchases of Oct. 30 to Nov. 3, 2025)SEC EDGAR · Nov. 3, 2025
- Form 4, Mitchell Jacobson (purchase of Nov. 18, 2025)SEC EDGAR · Nov. 20, 2025
- MSC Industrial Direct Co., Form 8-K, Exhibit 99.1: fiscal 2026 fourth-quarter and full-year resultsSEC EDGAR · Oct. 22, 2026
- MSC Industrial Direct Co., Form 10-K for the fiscal year ended Aug. 29, 2026SEC EDGAR · Oct. 22, 2026
- MSC Industrial Direct Co., definitive proxy statement (DEF 14A)SEC EDGAR · Dec. 11, 2025
Reporting
- MSC Industrial (MSM) Q4 2026 earnings call transcriptThe Motley Fool · Oct. 22, 2026
- "MSC Industrial Sinks 14% Despite Record Sales as CEO Flags 'Inflationary Headwinds'" (Gian Estrada)TIKR · Oct. 22, 2026
Data
- End-of-day prices for MSM, and SPY and QQQ on the chart (Tiingo)KeyVex · through Oct. 27, 2026
- Insider transactions: SEC Form 4 data for MSM, 2006 to Oct. 27, 2026KeyVex · through Oct. 27, 2026
- The chart's Filings layer: KeyVex's Congress trade, insider trade, Form 144, 8-K and lobbying records for MSMKeyVex · through Oct. 27, 2026
How we got these numbers
- KeyVex read every Form 4 transaction Mitchell Jacobson reported for MSC from 2006, when the SEC's bulk Form 4 data begins, to Oct. 27, 2026, and opened the filings for each purchase since 2022. Code P, a purchase on the open market or in a private deal, appears 16 times: in 2008, 2021, 2022, 2025 and Oct. 23, 2026. Earlier filings were not read.
- Dollar figures are shares times the price each filing reports. His Oct. 23 purchase was 60,951 shares at $115.1094, 134,662 at $115.995 and 54,387 at $116.7194, weighted averages of trades from $114.43 to $117.43: $28,984,169.74, or $115.94 a share. His 2025 purchases were 159,193 shares in April ($11,101,252.94) and 204,676 from Oct. 30 to Nov. 18 ($17,351,469.21), $28,452,722.15 in all, at the four-decimal prices the filings report. July 13, 2022: 200,000 shares at $72.25, $14,450,000.
- Prices are end-of-day closes as traded. "Worst day" compares each close with the one before, over every trading day since Dec. 15, 1995, the start of KeyVex's MSC price data, with the 2-for-1 split of May 26, 1998, accounted for: Oct. 22, 2026 (down 15.35%) is the largest one-day fall since Aug. 6, 2002 (down 32.2%). The only larger one before that was June 18, 1999. The Filings switch on the chart shows the filing markers from KeyVex's MSC page, a selection of congressional trades, insider trades, Form 144 notices, 8-Ks and lobbying filings: not every filing, and not only those tied to this story.