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MJ

Mitchell Jacobson

MSM
DIRECTOR · MSC INDUSTRIAL DIRECT CO INC · CIK 0001008015
FILING MIX · LIFETIME53%/47%
BUYS
18
SELLS
16
TOTAL VALUE
$75.40M
COMPANIES
1
ACTIVE SINCE
Jan 2021
HOLDINGS NOW
2,878,615
AVG SELL PX
$97.76
TRADE KIND
SHOWING 34 / 34
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
18 backtested trades · 8 horizons · 14 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Mitchell Jacobson, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d18+77.78%+4.68%+2.60%+2.09%+2.27%—
14d18+77.78%+4.00%+2.09%+1.91%+2.36%—
30d18+55.56%+4.47%+5.26%-0.79%-0.77%—
60d18+72.22%+4.76%+8.00%-3.24%-4.05%—
90d18+88.89%+6.60%+8.05%-1.45%+0.58%—
180d18+100.00%+10.18%+14.79%-4.61%-1.55%—
1y18(5 pending)+100.00%+6.82%+25.72%-18.90%-12.91%—
2y18(9 pending)+100.00%-4.27%+40.94%-45.21%-54.60%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
MSM · 2,878,615 shares · as of Apr 7, 2026
0795,5531,591,1072,386,6603,182,21320222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 18 buys / 16 sellsCOVERAGE · 22 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
MSM
MSC INDUSTRIAL DIRECT CO INC
SALEGRANT
Gift
14,972——2,878,615Apr 7, 2026Apr 9, 2026 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASEGRANT
Stock grant
1,603——1,603Jan 23, 2026Jan 27, 2026 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALEGRANT
Gift
2,913——2,893,587Jan 21, 2026Jan 23, 2026 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
22,870$84.96$1.94M2,328,192Nov 18, 2025Nov 20, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
21,954$83.93$1.84M2,275,322Nov 3, 2025Nov 3, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
30,000$84.79$2.54M2,305,322Nov 3, 2025Nov 3, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
34,073$84.76$2.89M2,253,368Oct 31, 2025Nov 3, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
95,779$84.92$8.13M2,219,295Oct 30, 2025Nov 3, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALEGRANT
Gift
5,560——2,896,500Oct 24, 2025Oct 28, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALEGRANT
Gift
5,394——2,902,060Jul 2, 2025Jul 3, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALEGRANT
Gift
86,987——2,882,913Apr 14, 2025Apr 16, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASEGRANT
Gift
86,987——2,882,913Apr 14, 2025Apr 16, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
27,642$69.77$1.93M1,951,725Apr 8, 2025Apr 9, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
41,595$69.57$2.89M1,856,667Apr 7, 2025Apr 9, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
22,540$68.85$1.55M1,815,072Apr 7, 2025Apr 9, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
67,416$70.12$4.73M1,924,083Apr 7, 2025Apr 9, 2025 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASEGRANT
Gift
60,748——3,054,704Dec 12, 2024Dec 13, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALEGRANT
Gift
60,748——3,054,704Dec 12, 2024Dec 13, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
24,415$99.31$2.42M1,683,896Jan 31, 2024Jan 31, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
86$100.06$8.6K1,683,810Jan 31, 2024Jan 31, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
137,716$97.66$13.45M1,708,311Jan 29, 2024Jan 30, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
18,746$97.63$1.83M1,846,027Jan 26, 2024Jan 30, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
42,498$97.82$4.16M1,864,773Jan 23, 2024Jan 24, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
51,040$97.31$4.97M1,907,271Jan 22, 2024Jan 24, 2024 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
2,597,727——0Oct 4, 2023Oct 5, 2023 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
1,419,598——0Oct 4, 2023Oct 5, 2023 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASEGRANT
Stock grant
1,739,007——1,939,524Oct 4, 2023Oct 5, 2023 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALE
2,373,433——0Oct 4, 2023Oct 5, 2023 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASEGRANT
Stock grant
2,907,454——2,907,454Oct 4, 2023Oct 5, 2023 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASEGRANT
Stock grant
3,182,213——3,182,213Oct 4, 2023Oct 5, 2023 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
SALEGRANT
Gift
71,933——200,517Dec 27, 2022Dec 28, 2022 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
200,000$72.25$14.45M272,450Jul 13, 2022Jul 14, 2022 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
4,654$79.19$368.6K72,450May 12, 2022May 16, 2022 ↗View →
MSM
MSC INDUSTRIAL DIRECT CO INC
PURCHASE
67,796$78.04$5.29M67,796Jan 29, 2021Feb 2, 2021 ↗View →
Other insiders · MSM
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About this filer
CIK 0001008015
ROLE
Director
PRIMARY
MSM
COMPANIES
1
ACTIVE SINCE
Jan 2021
MARKETPEEL · /INSIDER/0001008015DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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