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MSM

MSC INDUSTRIAL DIRECT CO INC

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8855
SEC CIK
0001003078
Parsed reports
896

Last 12 months

Inside the activity.

4 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202540
Dec 202500
Jan 202600
Feb 202601
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 04, 2023 Filed Oct 5, 2023 13:13 UTC
GERSHWIND ERIKDirector · President and CEO
Disposition to issuerClass B Common Stock · Derivative 200,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001003078-23-000082 · wk-form4_1696511581.xml · derivative · entry 7

GERSHWIND ERIK · CIK 0001200390 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Class A Common Stock, $0.001 par value · 245,000 shares

Expires not disclosed

F1 · derivative.exercise_price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.exercise_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.expiration_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F7 · derivative.underlying_shares: Includes a transfer, prior to the closing of the reclassification, of 100,000 shares of Class B Common Stock from Mr. Gershwind to a Grantor Retained Annuity Trust, of which the Reporting Person is the sole annuitant and trustee.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F3 · ownership.nature: Represents shares held by Grantor Retained Annuity Trusts of which the Reporting Person is the sole annuitant and trustee.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 13:13 UTC
GERSHWIND ERIKDirector · President and CEO
Disposition to issuerClass B Common Stock · Derivative 713,188 Not disclosed Not disclosed
Disclosure

SEC source: 0001003078-23-000082 · wk-form4_1696511581.xml · derivative · entry 6

GERSHWIND ERIK · CIK 0001200390 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock, $0.001 par value · 873,655 shares

Expires not disclosed

F1 · derivative.exercise_price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.exercise_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.expiration_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F7 · derivative.underlying_shares: Includes a transfer, prior to the closing of the reclassification, of 100,000 shares of Class B Common Stock from Mr. Gershwind to a Grantor Retained Annuity Trust, of which the Reporting Person is the sole annuitant and trustee.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 13:13 UTC
GERSHWIND ERIKDirector · President and CEO
GrantClass A Common Stock, $0.001 par value 102,435 Not disclosed Not disclosed
Disclosure

SEC source: 0001003078-23-000082 · wk-form4_1696511581.xml · nonDerivative · entry 5

GERSHWIND ERIK · CIK 0001200390 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 102,435

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F6 · ownership.nature: Represents shares held by a Grantor Retained Annuity Trust of which the Reporting Person is a trustee and the beneficiaries of which are family members of the Reporting Person.

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October 04, 2023 Filed Oct 5, 2023 13:13 UTC
GERSHWIND ERIKDirector · President and CEO
GrantClass A Common Stock, $0.001 par value 140,007 Not disclosed Not disclosed
Disclosure

SEC source: 0001003078-23-000082 · wk-form4_1696511581.xml · nonDerivative · entry 4

GERSHWIND ERIK · CIK 0001200390 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 302,464

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F5 · ownership.nature: Represents shares held by trusts over whose trustee the Reporting Person can exercise remove and replace powers and the beneficiaries of which are family members of the Reporting Person.

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October 04, 2023 Filed Oct 5, 2023 13:13 UTC
GERSHWIND ERIKDirector · President and CEO
GrantClass A Common Stock, $0.001 par value 61,027 Not disclosed Not disclosed
Disclosure

SEC source: 0001003078-23-000082 · wk-form4_1696511581.xml · nonDerivative · entry 3

GERSHWIND ERIK · CIK 0001200390 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 61,027

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F4 · ownership.nature: Represents shares held by a trust of which the Reporting Person is a co-trustee and beneficiary.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 13:13 UTC
GERSHWIND ERIKDirector · President and CEO
GrantClass A Common Stock, $0.001 par value 245,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001003078-23-000082 · wk-form4_1696511581.xml · nonDerivative · entry 2

GERSHWIND ERIK · CIK 0001200390 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 245,000

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F3 · ownership.nature: Represents shares held by Grantor Retained Annuity Trusts of which the Reporting Person is the sole annuitant and trustee.

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October 04, 2023 Filed Oct 5, 2023 13:13 UTC
GERSHWIND ERIKDirector · President and CEO
GrantClass A Common Stock, $0.001 par value 873,655 Not disclosed Not disclosed
Disclosure

SEC source: 0001003078-23-000082 · wk-form4_1696511581.xml · nonDerivative · entry 1

GERSHWIND ERIK · CIK 0001200390 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,337,378

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC
JACOBSON MITCHELLDirector · 10% owner
Disposition to issuerClass B Common Stock · Derivative 2,373,433 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002553 · es230406826_4-jacobson.xml · derivative · entry 6

JACOBSON MITCHELL · CIK 0001008015 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Class A Common Stock · 2,907,454 shares

Expires not disclosed

F1 · derivative.exercise_price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.exercise_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.expiration_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F4 · ownership.nature: Represents shares held by trusts of which the Reporting Person is the settlor and over whose trustees the Reporting Person can exercise remove and replace powers.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC
JACOBSON MITCHELLDirector · 10% owner
Disposition to issuerClass B Common Stock · Derivative 2,597,727 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002553 · es230406826_4-jacobson.xml · derivative · entry 5

JACOBSON MITCHELL · CIK 0001008015 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 0

Underlying: Class A Common Stock · 3,182,213 shares

Expires not disclosed

F1 · derivative.exercise_price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.exercise_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.expiration_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F3 · ownership.nature: Represents shares held by Grantor Retained Annuity Trusts of which the Reporting Person is the settlor, sole annuitant and trustee, and other trusts over whose portfolio securities the Reporting Person exercises voting or dispositive power.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC
JACOBSON MITCHELLDirector · 10% owner
Disposition to issuerClass B Common Stock · Derivative 1,419,598 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002553 · es230406826_4-jacobson.xml · derivative · entry 4

JACOBSON MITCHELL · CIK 0001008015 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 1,739,007 shares

Expires not disclosed

F1 · derivative.exercise_price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.exercise_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F1 · derivative.expiration_date: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC
JACOBSON MITCHELLDirector · 10% owner
GrantClass A Common Stock 2,907,454 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002553 · es230406826_4-jacobson.xml · nonDerivative · entry 3

JACOBSON MITCHELL · CIK 0001008015 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 2,907,454

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F4 · ownership.nature: Represents shares held by trusts of which the Reporting Person is the settlor and over whose trustees the Reporting Person can exercise remove and replace powers.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC
JACOBSON MITCHELLDirector · 10% owner
GrantClass A Common Stock 3,182,213 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002553 · es230406826_4-jacobson.xml · nonDerivative · entry 2

JACOBSON MITCHELL · CIK 0001008015 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnotes

Disclosed balance after: 3,182,213

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein.

F3 · ownership.nature: Represents shares held by Grantor Retained Annuity Trusts of which the Reporting Person is the settlor, sole annuitant and trustee, and other trusts over whose portfolio securities the Reporting Person exercises voting or dispositive power.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC
JACOBSON MITCHELLDirector · 10% owner
GrantClass A Common Stock 1,739,007 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002553 · es230406826_4-jacobson.xml · nonDerivative · entry 1

JACOBSON MITCHELL · CIK 0001008015 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,939,524

F1 · price: In connection with the closing of the reclassification of the Issuer's common stock exempt under Rule 16b-7, each share of the Issuer's Class B Common Stock, par value $0.001 (the "Class B Common Stock") was reclassified and converted into 1.225 shares of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"). The Class B Common Stock had no expiration date. The conversion of the shares of Class B Common Stock into shares of Class A Common Stock pursuant to the reclassification is also exempt under Rule 16b-3 to the extent of the pecuniary interest in the shares of the Reporting Person.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC OtherClass B Common Stock · Derivative 452,647 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002552 · es230406825_4-gershwindm.xml · derivative · entry 4

GERSHWIND MARJORIE · CIK 0001197828 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 554,492 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.expiration_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F2 · ownership.nature: Such shares, or trust interests in such shares, are owned by trusts over whose portfolio securities the Reporting Person may be deemed to exercise voting and dispositive power. The Reporting Person disclaims beneficial ownership of the shares held by such trusts.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC OtherClass B Common Stock · Derivative 14,913 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002552 · es230406825_4-gershwindm.xml · derivative · entry 3

GERSHWIND MARJORIE · CIK 0001197828 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 18,268 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.expiration_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC OtherClass A Common Stock 554,492 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002552 · es230406825_4-gershwindm.xml · nonDerivative · entry 2

GERSHWIND MARJORIE · CIK 0001197828 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 883,058

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F2 · ownership.nature: Such shares, or trust interests in such shares, are owned by trusts over whose portfolio securities the Reporting Person may be deemed to exercise voting and dispositive power. The Reporting Person disclaims beneficial ownership of the shares held by such trusts.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:42 UTC OtherClass A Common Stock 18,268 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002552 · es230406825_4-gershwindm.xml · nonDerivative · entry 1

GERSHWIND MARJORIE · CIK 0001197828 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,268

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:41 UTC OtherClass B Common Stock · Derivative 287,222 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002551 · es230406824_4-bennett.xml · derivative · entry 4

Bennett Stacey L. · CIK 0001195072 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Class A Common Stock · 351,844 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.expiration_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F2 · ownership.nature: Such shares, or trust interests in such shares, are owned by trusts over which the Reporting Person is a trustee or a co-trustee and beneficiary or over whose trustee the Reporting Person can exercise remove and replace powers or of which the Reporting Person's spouse is a co-trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trusts.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:41 UTC OtherClass B Common Stock · Derivative 684,590 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002551 · es230406824_4-bennett.xml · derivative · entry 3

Bennett Stacey L. · CIK 0001195072 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 838,622 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.exercise_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · derivative.expiration_date: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:41 UTC OtherClass A Common Stock 351,844 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002551 · es230406824_4-bennett.xml · nonDerivative · entry 2

Bennett Stacey L. · CIK 0001195072 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 514,315

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F2 · ownership.nature: Such shares, or trust interests in such shares, are owned by trusts over which the Reporting Person is a trustee or a co-trustee and beneficiary or over whose trustee the Reporting Person can exercise remove and replace powers or of which the Reporting Person's spouse is a co-trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trusts.

Read SEC document
October 04, 2023 Filed Oct 5, 2023 12:41 UTC OtherClass A Common Stock 838,622 Not disclosed Not disclosed
Disclosure

SEC source: 0000950142-23-002551 · es230406824_4-bennett.xml · nonDerivative · entry 1

Bennett Stacey L. · CIK 0001195072 · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 845,031

F1 · kind: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

F1 · price: Pursuant to a reclassification exempt under Rule 16b-7 that was effected by MSC Industrial Direct Co., Inc. on October 4, 2023, each share of Class B Common Stock was reclassified and converted into 1.225 shares of Class A Common Stock.

Read SEC document
October 03, 2023 Filed Oct 4, 2023 20:26 UTC
McIsaac MartinaEVP, Chief Operating Officer
Exercise / conversionDividend Equivalent Units · Derivative 42.721 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000080 · wk-form4_1696451172.xml · derivative · entry 5

McIsaac Martina · CIK 0001947693 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294

Underlying: Class A Common Stock, $0.001 par value · 42.721 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right ot receive one share of Common Stock.

F2 · derivative.exercise_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right ot receive one share of Common Stock.

F2 · derivative.expiration_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right ot receive one share of Common Stock.

F5 · balance_after: Includes 87.094 dividend equivalent units accrued on November 29, 2022, 91.238 dividend equivalent units accrued on January 24, 2023, 82.941 dividend equivalent units accrued on April 25, 2023, and 74.997 dividend equivalent units accrued on July 25, 2023 with respect to outstanding awards of restricted stock units (RSUs). Such dividend equivalent units vest at the same time(s) as the underlying RSUs and represent a contingent right to receive one share of Common Stock.

Read SEC document
October 03, 2023 Filed Oct 4, 2023 20:26 UTC
McIsaac MartinaEVP, Chief Operating Officer
Exercise / conversionRestricted Stock Units (RSU) · Derivative 1,173 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000080 · wk-form4_1696451172.xml · derivative · entry 4

McIsaac Martina · CIK 0001947693 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,519

Underlying: Class A Common Stock, $0.001 par value · 1,173 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock.

F4 · derivative.exercise_date: 4,692 RSUs were granted on October 3, 2022. 1,173 RSUs vested on October 3, 2023. 1,173 RSUs vest on each of October 3, 2024, October 3, 2025 and October 3, 2026, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.

F4 · derivative.expiration_date: 4,692 RSUs were granted on October 3, 2022. 1,173 RSUs vested on October 3, 2023. 1,173 RSUs vest on each of October 3, 2024, October 3, 2025 and October 3, 2026, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.

Read SEC document
October 03, 2023 Filed Oct 4, 2023 20:26 UTC
McIsaac MartinaEVP, Chief Operating Officer
Tax withholdingClass A Common Stock, $0.001 par value 296.721 $96.76 $28,710.72
Disclosure

SEC source: 0001003078-23-000080 · wk-form4_1696451172.xml · nonDerivative · entry 3

McIsaac Martina · CIK 0001947693 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 919

F3 · shares: Disposition of Class A Common Stock to the Issuer to cover tax withholding obligations arising from the vesting of RSUs and DEUs.

Read SEC document
October 03, 2023 Filed Oct 4, 2023 20:26 UTC
McIsaac MartinaEVP, Chief Operating Officer
Exercise / conversionClass A Common Stock, $0.001 par value 42.721 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000080 · wk-form4_1696451172.xml · nonDerivative · entry 2

McIsaac Martina · CIK 0001947693 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,216

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right ot receive one share of Common Stock.

Read SEC document
October 03, 2023 Filed Oct 4, 2023 20:26 UTC
McIsaac MartinaEVP, Chief Operating Officer
Exercise / conversionClass A Common Stock, $0.001 par value 1,173 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000080 · wk-form4_1696451172.xml · nonDerivative · entry 1

McIsaac Martina · CIK 0001947693 · EVP, Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,173

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 17:43 UTC
Actis-Grande KristenEVP & Chief Financial Officer
Exercise / conversionDividend Equivalent Units · Derivative 120.739 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000078 · wk-form4_1693590181.xml · derivative · entry 5

Actis-Grande Kristen · CIK 0001821740 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 941

Underlying: Class A Common Stock, $0.001 par value · 120.739 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F2 · derivative.exercise_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F2 · derivative.expiration_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F5 · balance_after: Includes 116.02 dividend equivalent units accrued on November 29, 2022, 121.543 dividend equivalent units accrued on January 24, 2023, 110.49 dividend equivalent units accrued on April 25, 2023, and 99.906 dividend equivalent units accrued on July 25, 2023 with respect to outstanding awards of restricted stock units (RSUs). Such dividend equivalent units vest at the same time(s) as the underlying RSUs and represent a contingent right to receive one share of Common Stock.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 17:43 UTC
Actis-Grande KristenEVP & Chief Financial Officer
Exercise / conversionRestricted Stock Units (RSU) · Derivative 759 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000078 · wk-form4_1693590181.xml · derivative · entry 4

Actis-Grande Kristen · CIK 0001821740 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 759

Underlying: Class A Common Stock, $0.001 par value · 759 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock.

F4 · derivative.exercise_date: 3,034 RSUs were granted on August 31, 2020. 758 RSUs vested on each of August 31, 2021 and August 31, 2022, and 759 RSUs vested on August 31, 2023. 759 RSU vest on August 31, 2024 provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.

F4 · derivative.expiration_date: 3,034 RSUs were granted on August 31, 2020. 758 RSUs vested on each of August 31, 2021 and August 31, 2022, and 759 RSUs vested on August 31, 2023. 759 RSU vest on August 31, 2024 provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 17:43 UTC
Actis-Grande KristenEVP & Chief Financial Officer
Tax withholdingClass A Common Stock, $0.001 par value 257.739 $102.06 $26,304.84
Disclosure

SEC source: 0001003078-23-000078 · wk-form4_1693590181.xml · nonDerivative · entry 3

Actis-Grande Kristen · CIK 0001821740 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,622

F3 · shares: Disposition of Class A Common Stock to the Issuer to cover tax withholding obligations arising from the vesting of RSUs and DEUs.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 17:43 UTC
Actis-Grande KristenEVP & Chief Financial Officer
Exercise / conversionClass A Common Stock, $0.001 par value 120.739 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000078 · wk-form4_1693590181.xml · nonDerivative · entry 2

Actis-Grande Kristen · CIK 0001821740 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,880

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

Read SEC document
August 31, 2023 Filed Sep 1, 2023 17:43 UTC
Actis-Grande KristenEVP & Chief Financial Officer
Exercise / conversionClass A Common Stock, $0.001 par value 759 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000078 · wk-form4_1693590181.xml · nonDerivative · entry 1

Actis-Grande Kristen · CIK 0001821740 · EVP & Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,759

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document
July 28, 2023 Filed Jul 31, 2023 17:41 UTC
Bledsoe ElizabethSVP & Chief People Officer
Exercise / conversionOptions (right to buy) · Derivative 1,441 $83.21 $119,905.61
Disclosure

SEC source: 0001003078-23-000076 · wf-form4_169082526633230.xml · derivative · entry 5

Bledsoe Elizabeth · CIK 0001833134 · SVP & Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock, $0.001 par value · 1,441 shares

Expires 2025-10-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Represents options to purchase the Issuer's Class A Common Stock, $0.001 par value ("Common Stock").

F4 · derivative.exercise_date: An option to purchase 1,441 shares of the Issuer's Common Stock was issued to the Reporting Person under the Issuer's 2015 Omnibus Incentive Plan. 360 shares of Common Stock became exercisable on each of October 17, 2019, October 17, 2020 and October 17, 2021, and 361 shares of Common Stock became exercisable on October 17, 2022.

Read SEC document
July 28, 2023 Filed Jul 31, 2023 17:41 UTC
Bledsoe ElizabethSVP & Chief People Officer
Exercise / conversionOptions (right to buy) · Derivative 1,653 $79.60 $131,578.80
Disclosure

SEC source: 0001003078-23-000076 · wf-form4_169082526633230.xml · derivative · entry 4

Bledsoe Elizabeth · CIK 0001833134 · SVP & Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock, $0.001 par value · 1,653 shares

Expires 2024-10-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Represents options to purchase the Issuer's Class A Common Stock, $0.001 par value ("Common Stock").

F3 · derivative.exercise_date: An option to purchase 1,653 shares of the Issuer's Common Stock was issued to the Reporting Person under the Issuer's 2015 Omnibus Incentive Plan. 413 shares of Common Stock became exercisable on each of October 20, 2018, October 20, 2019 and October 20, 2020, and 414 shares of Common Stock became exercisable on October 20, 2021.

Read SEC document
July 28, 2023 Filed Jul 31, 2023 17:41 UTC
Bledsoe ElizabethSVP & Chief People Officer
SaleClass A Common Stock, $0.001 par value 3,094 $99.90 $309,090.60
Disclosure

SEC source: 0001003078-23-000076 · wf-form4_169082526633230.xml · nonDerivative · entry 3

Bledsoe Elizabeth · CIK 0001833134 · SVP & Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,398

F1 · price: Represents the sale of 3,094 shares at $99.90.

Read SEC document
July 28, 2023 Filed Jul 31, 2023 17:41 UTC
Bledsoe ElizabethSVP & Chief People Officer
Exercise / conversionClass A Common Stock, $0.001 par value 1,441 $83.21 $119,905.61
Disclosure

SEC source: 0001003078-23-000076 · wf-form4_169082526633230.xml · nonDerivative · entry 2

Bledsoe Elizabeth · CIK 0001833134 · SVP & Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,492

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 28, 2023 Filed Jul 31, 2023 17:41 UTC
Bledsoe ElizabethSVP & Chief People Officer
Exercise / conversionClass A Common Stock, $0.001 par value 1,653 $79.60 $131,578.80
Disclosure

SEC source: 0001003078-23-000076 · wf-form4_169082526633230.xml · nonDerivative · entry 1

Bledsoe Elizabeth · CIK 0001833134 · SVP & Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,051

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
June 29, 2023 Filed Jun 30, 2023 11:26 UTC
Dongre NealVP, Gen Counsel & Corp Sec
Exercise / conversionDividend Equivalent Units · Derivative 20.033 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000074 · wf-form4_168813878271338.xml · derivative · entry 5

Dongre Neal · CIK 0001921892 · VP, Gen Counsel & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169

Underlying: Class A Common Stock, $0.001 par value · 20.033 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F2 · derivative.exercise_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F2 · derivative.expiration_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F5 · balance_after: Includes 25.365 dividend equivalent units accrued on November 29, 2022, 26.571 dividend equivalent units accrued on January 24, 2023 and 24.158 dividend equivalent units accrued on April 25, 2023 with respect to outstanding awards of restricted stock units (RSUs). Such dividend equivalent units vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

Read SEC document
June 29, 2023 Filed Jun 30, 2023 11:26 UTC
Dongre NealVP, Gen Counsel & Corp Sec
Exercise / conversionRestricted Stock Units (RSU) · Derivative 123 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000074 · wf-form4_168813878271338.xml · derivative · entry 4

Dongre Neal · CIK 0001921892 · VP, Gen Counsel & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 123

Underlying: Class A Common Stock, $0.001 par value · 123 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock.

F4 · derivative.exercise_date: 491 RSUs were granted on June 29, 2020. 122 RSUs vested on June 29, 2021, and 123 RSUs vested on each of June 29, 2022 and June 29, 2023. 123 RSUs vest on June 29, 2024, provided that the Reporting Person remains continuously employed by the Issuer through the applicable vesting date. RSUs accrue quarterly dividend equivalent units (DEUs) in the form of additional RSUs which vest at the same time(s) as the underlying RSUs. The vested shares will be delivered to the Reporting Person upon vesting.

F4 · derivative.expiration_date: 491 RSUs were granted on June 29, 2020. 122 RSUs vested on June 29, 2021, and 123 RSUs vested on each of June 29, 2022 and June 29, 2023. 123 RSUs vest on June 29, 2024, provided that the Reporting Person remains continuously employed by the Issuer through the applicable vesting date. RSUs accrue quarterly dividend equivalent units (DEUs) in the form of additional RSUs which vest at the same time(s) as the underlying RSUs. The vested shares will be delivered to the Reporting Person upon vesting.

Read SEC document
June 29, 2023 Filed Jun 30, 2023 11:26 UTC
Dongre NealVP, Gen Counsel & Corp Sec
Tax withholdingClass A Common Stock, $0.001 par value 41.033 $94.29 $3,869.00
Disclosure

SEC source: 0001003078-23-000074 · wf-form4_168813878271338.xml · nonDerivative · entry 3

Dongre Neal · CIK 0001921892 · VP, Gen Counsel & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,081

F3 · shares: Disposition of Class A Common Stock to the Issuer to cover tax withholding obligations arising from the vesting of RSUs and DEUs.

Read SEC document
June 29, 2023 Filed Jun 30, 2023 11:26 UTC
Dongre NealVP, Gen Counsel & Corp Sec
Exercise / conversionClass A Common Stock, $0.001 par value 20.033 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000074 · wf-form4_168813878271338.xml · nonDerivative · entry 2

Dongre Neal · CIK 0001921892 · VP, Gen Counsel & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,122

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

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June 29, 2023 Filed Jun 30, 2023 11:26 UTC
Dongre NealVP, Gen Counsel & Corp Sec
Exercise / conversionClass A Common Stock, $0.001 par value 123 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000074 · wf-form4_168813878271338.xml · nonDerivative · entry 1

Dongre Neal · CIK 0001921892 · VP, Gen Counsel & Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,102

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each RSU represents a contingent right to receive one share of Common Stock.

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May 04, 2023 Filed Sep 17, 2025 13:10 UTC PurchaseClass A Common Stock, $0.001 par value 46 $89.59 $4,121.14
Disclosure

SEC source: 0001003078-25-000107 · wk-form5_1758114615.xml · nonDerivative · entry 1

Kaufmann Michael C · CIK 0001471294 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,006

F1 · kind: During the Issuer's prior fiscal years, the Reporting Person acquired and disposed of, as applicable, the number of shares and on the dates indicated above via automated transactions through a passive tax loss harvesting account.

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May 02, 2023 Filed May 3, 2023 17:22 UTC
Shacklett KimberlySVP, Sales & Customer Success
Exercise / conversionOptions (right to buy) · Derivative 6,442 $71.33 $459,507.86
Disclosure

SEC source: 0001003078-23-000056 · wf-form4_168313456670478.xml · derivative · entry 3

Shacklett Kimberly · CIK 0001923635 · SVP, Sales & Customer Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock, $0.001 par value · 6,442 shares

Expires 2023-10-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Represents options to purchase the Issuer's Class A Common Stock, $0.001 par value ("Common Stock").

F3 · derivative.exercise_date: An option to purchase 6,442 shares of the Issuer's Common Stock was issued to the Reporting Person under the Issuer's 2015 Omnibus Incentive Plan. 1,610 shares of Common Stock became exercisable on each of October 26, 2017 and October 26, 2018, and 1,611 shares of Common Stock became exercisable on each of October 26, 2019 and October 26, 2020.

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May 02, 2023 Filed May 3, 2023 17:22 UTC
Shacklett KimberlySVP, Sales & Customer Success
SaleClass A Common Stock, $0.001 par value 6,442 $90.99 $586,188.50
Disclosure

SEC source: 0001003078-23-000056 · wf-form4_168313456670478.xml · nonDerivative · entry 2

Shacklett Kimberly · CIK 0001923635 · SVP, Sales & Customer Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,716

F1 · price: Represents the sale of 6,442 shares in 28 separate transactions ranging from $90.805 to $91.16 per share, resulting in a weighted average sale price per share of $90.994790. The Reporting Person undertakes to provide upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares sold at each separate price within the range.

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May 02, 2023 Filed May 3, 2023 17:22 UTC
Shacklett KimberlySVP, Sales & Customer Success
Exercise / conversionClass A Common Stock, $0.001 par value 6,442 $71.33 $459,507.86
Disclosure

SEC source: 0001003078-23-000056 · wf-form4_168313456670478.xml · nonDerivative · entry 1

Shacklett Kimberly · CIK 0001923635 · SVP, Sales & Customer Success

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,158

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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April 18, 2023 Filed Apr 20, 2023 17:50 UTC
Hill JohnSVP, Chief Digital Info Offr.
Exercise / conversionDividend Equivalent Units · Derivative 29.981 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000054 · wf-form4_168201302199127.xml · derivative · entry 5

Hill John · CIK 0001923009 · SVP, Chief Digital Info Offr.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 154

Underlying: Class A Common Stock, $0.001 par value · 29.981 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F2 · derivative.exercise_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F2 · derivative.expiration_date: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

F5 · balance_after: Includes 39.204 dividend equivalent units accrued on July 26, 2022, 70.832 dividend equivalent units accrued on November 29, 2022 and 74.204 dividend equivalent units accrued on January 24, 2023 with respect to outstanding awards of restricted stock units (RSUs). Such dividend equivalent units vest at the same time(s) as the underlying RSUs and represent a contingent right to receive one share of Common Stock.

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April 18, 2023 Filed Apr 20, 2023 17:50 UTC
Hill JohnSVP, Chief Digital Info Offr.
Exercise / conversionRestricted Stock Units (RSU) · Derivative 1,035 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000054 · wf-form4_168201302199127.xml · derivative · entry 4

Hill John · CIK 0001923009 · SVP, Chief Digital Info Offr.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,105

Underlying: Class A Common Stock, $0.001 par value · 1,035 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock.

F4 · derivative.exercise_date: 4,140 RSUs were granted on April 18, 2022. 1,035 RSUs vested on April 18, 2023. 1,035 RSUs vest on each of April 18, 2024, April 18, 2025 and April 18, 2026, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.

F4 · derivative.expiration_date: 4,140 RSUs were granted on April 18, 2022. 1,035 RSUs vested on April 18, 2023. 1,035 RSUs vest on each of April 18, 2024, April 18, 2025 and April 18, 2026, provided that the Reporting Person remains continuously employed by the Issuer through each applicable vesting date. The vested shares will be delivered to the Reporting Person upon vesting.

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April 18, 2023 Filed Apr 20, 2023 17:50 UTC
Hill JohnSVP, Chief Digital Info Offr.
Tax withholdingClass A Common Stock, $0.001 par value 255.981 $90.12 $23,069.01
Disclosure

SEC source: 0001003078-23-000054 · wf-form4_168201302199127.xml · nonDerivative · entry 3

Hill John · CIK 0001923009 · SVP, Chief Digital Info Offr.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 809

F3 · shares: Disposition of Class A Common Stock to the Issuer to cover tax withholding obligations arising from the vesting of RSUs and DEUs.

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April 18, 2023 Filed Apr 20, 2023 17:50 UTC
Hill JohnSVP, Chief Digital Info Offr.
Exercise / conversionClass A Common Stock, $0.001 par value 29.981 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000054 · wf-form4_168201302199127.xml · nonDerivative · entry 2

Hill John · CIK 0001923009 · SVP, Chief Digital Info Offr.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,065

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: The dividend equivalent units accrued with respect to outstanding awards of restricted stock units (RSUs) and vest at the same time(s) as the underlying RSUs. Each dividend equivalent unit represents a contingent right to receive one share of Common Stock.

Read SEC document
April 18, 2023 Filed Apr 20, 2023 17:50 UTC
Hill JohnSVP, Chief Digital Info Offr.
Exercise / conversionClass A Common Stock, $0.001 par value 1,035 $0.00 $0.00
Disclosure

SEC source: 0001003078-23-000054 · wf-form4_168201302199127.xml · nonDerivative · entry 1

Hill John · CIK 0001923009 · SVP, Chief Digital Info Offr.

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,035

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each RSU represents a contingent right to receive one share of Common Stock.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.