Home Depot SEC Filings

Home Depot, Inc. filed a notice of proposed insider share sales under Rule 144. The filing covers the potential sale of 2,872 shares of Home Depot common stock through broker Merrill Lynch, with an aggregate market value of $1,001,004.71, on or about 12/26/2025 on the NYSE. The shares to be sold were acquired through the vesting of stock awards from Home Depot on 02/25/2021 (2,319 shares) and 02/27/2023 (553 shares), both described as compensatory payments. The form states that the seller represents they do not know of any undisclosed material adverse information about Home Depot’s current or prospective operations.

Home Depot EVP & CIO Angie Brown reported stock option exercises and a share sale dated 12/12/2025. She exercised employee stock options into 402, 657 and 457 shares of $.05 par value common stock at exercise prices of $181.76, $292.75 and $282.61 per share.

On the same date she sold 1,946 shares at a weighted average price of $357.63, leaving 3,941.233 shares of common stock held directly. Following these transactions she also held 220 and 1,372 employee stock options from two remaining grants.

Home Depot, Inc. reported an insider stock sale by a senior executive. Senior EVP Ann-Marie Campbell sold 145 shares of Home Depot $.05 par value common stock on 12/11/2025 in an open market sale coded as “S” at a price of $358.26 per share. Following this transaction, she beneficially owned 67,203.2855 shares directly.

In addition, 12,320 shares of Home Depot common stock were reported as indirectly owned through a Charitable Remainder Trust. This filing documents the change in ownership but leaves the executive with a substantial remaining stake in the company.

Home Depot insider plans to sell a small block of shares under Rule 144. A Form 144 notice reports a proposed sale of 1,946 shares of Home Depot common stock through Merrill Lynch on the NYSE, with an approximate aggregate market value of $695,952.62. The filing lists 995,511,485 Home Depot shares outstanding and indicates an approximate sale date of 12/12/2025. The shares to be sold were acquired through exercises and vesting of stock awards granted by Home Depot between 2022 and 2025 as compensatory payments.

A security holder related to HD has filed a Rule 144 notice to sell 145 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an approximate sale date of 12/11/2025. The filing lists an aggregate market value of 51947.71 for these shares and notes that the issuer has 977021216 shares outstanding, showing this is a very small transaction relative to the total. The shares were originally acquired on 11/16/2000 as restricted stock vesting under a registered plan, in exchange for services rendered. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.

The Vanguard Group has filed an amended Schedule 13G reporting a significant passive stake in Home Depot Inc. As of the event date, Vanguard beneficially owned 100,011,247 shares of Home Depot common stock, representing 10.04% of the outstanding class.

Vanguard reports no sole voting power over these shares, with shared voting power over 6,044,063 shares. It has sole dispositive power over 90,135,363 shares and shared dispositive power over 9,875,884 shares. The filing states that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Home Depot.

The shares are held for Vanguard’s clients, including registered investment companies and other managed accounts, and no single other person has more than a 5% interest in the securities reported.

The Home Depot (HD) delivered modest growth in fiscal 2025’s third quarter while absorbing a large acquisition. Net sales were $41.4 billion, up 2.8% from a year ago, and comparable sales in the core business inched up 0.2%. Diluted earnings per share were $3.62, slightly below $3.67 last year, as higher selling and payroll costs offset flat gross margins at 33.4%.

For the first nine months, net sales rose to $126.5 billion from $119.8 billion, helped by roughly $5.4 billion of incremental revenue from the SRS and newly acquired GMS distribution businesses. Online sales grew around 11% and made up more than 15% of total sales. Net earnings were $11.6 billion, down slightly from $11.8 billion, and ROIC declined to 26.3% from 31.5% as debt and equity increased following the SRS deal.

The company closed the all-cash GMS acquisition for about $4.3 billion and repaid additional GMS debt, adding $892 million of sales in the quarter. Home Depot generated $13.0 billion of operating cash flow year-to-date, spent $2.6 billion on capital expenditures, paid $6.9 billion in dividends after raising the quarterly payout to $2.30 per share, and kept share repurchases on pause while managing higher commercial paper and senior note borrowings.

The Home Depot, Inc. reported that its Board of Directors approved amended and restated by-laws effective November 20, 2025, following a periodic review of corporate governance matters. The changes align the advance notice window for both director nominations and other shareholder business to a single period from 120 to 90 days before the anniversary of the prior year’s annual meeting, and clarify that shareholders cannot nominate more directors than the number of seats up for election.

The amendments also revise certain information requirements for director nominations, remove references to persons acting in concert, adjust rules around special meeting requests and Board meeting adjournments, and clarify written consent procedures. Based on these changes, the company updated its 2026 advance notice deadlines: shareholder proposals or nominations (outside Rule 14a-8 or proxy access) must be received between January 22, 2026 and February 21, 2026, subject to alternative timing if the meeting date shifts significantly.

Home Depot, Inc. (HD) reported an insider transaction by its Executive Vice President and Chief Financial Officer, Richard V. McPhail. On 11/19/2025, McPhail reported a transaction in Home Depot common stock coded "F" for 206 shares disposed of at a price of $334.5 per share. After this transaction, he beneficially owned 44,561.3463 shares of Home Depot common stock in direct ownership. No derivative securities transactions were reported in this filing.