Tractor Supply SEC Filings

Tractor Supply (TSCO) reported an insider equity award. President & CEO Harry A. Lawton III acquired 160,192 restricted stock units on 11/05/2025 at $0 per unit under the 2018 Omnibus Incentive Plan. Each RSU converts into one share of common stock.

The RSUs vest in three equal tranches: Nov 5, 2028, Nov 5, 2029, and Nov 5, 2030. Following the award, Lawton beneficially owns 691,511.721 shares directly and 2,131.252 shares indirectly via the Stock Purchase Plan.

Tractor Supply Company reported third‑quarter results with net sales of $3.72 billion (up 7.2%) and comparable store sales up 3.9%, driven by higher transaction count and steady ticket growth. Gross profit rose to $1.39 billion with gross margin at 37.4% (up 15 bps), while operating income increased to $342.7 million. Net income was $259.3 million, or $0.49 per diluted share.

SG&A including depreciation rose 8.4% and deleveraged 29 bps, reflecting planned investments and incentive comp timing, partly offset by productivity gains. Year‑to‑date, net sales were $11.63 billion (up 4.6%), operating income $1.17 billion, and net income $868.7 million ($1.63 diluted EPS). Operating cash flow reached $1.31 billion for the first nine months. The company returned capital via $121.9 million in Q3 dividends and repurchased ~1.3 million shares for $75.9 million. Store base grew to 2,570 locations, and Allivet’s integration contributed to growth. A quarterly dividend of $0.23 per share was declared.

Tractor Supply Company reported board actions on executive compensation and shareholder returns. The independent directors approved retention equity awards for CEO Harry A. Lawton III: a performance share unit award with a target grant date value of $12,000,000 that will vest on February 5, 2031 based on relative total shareholder return over the January 1, 2026–December 31, 2030 performance period, and a restricted share unit award with a grant date fair value of $8,000,000 that vests in equal installments on the third, fourth, and fifth anniversaries of the grant date, in each case subject to continued employment.

The filing outlines prorated vesting terms for certain terminations and retirement and notes a temporary waiver allowing Mr. Lawton to serve on two outside boards for a limited period. The company also declared a $0.23 per‑share cash dividend payable December 9, 2025 to shareholders of record as of November 24, 2025.

Margaret M. Ham, a director of Tractor Supply Company (TSCO), reported a stock award election on 10/01/2025 under the company's Directors Stock Election Plan. She received 461.579 unrestricted shares of common stock in lieu of cash compensation at a reported price of $56.87 per share. After the grant, she beneficially owns 12,750.486 shares. The Form 4 was signed on behalf of Ms. Ham by an attorney-in-fact on 10/03/2025. The filing discloses a routine director compensation election and does not state any sale or exercise of derivative instruments.

Tractor Supply Co. (TSCO) director Krishnan Ramkumar received 461.579 unrestricted shares on 10/01/2025 under the company’s Directors Stock Election Plan in lieu of cash compensation at an implied price of $56.87 per share. After this issuance, Mr. Ramkumar beneficially owns 60,544.291 shares. The Form 4 was signed by an attorney-in-fact on 10/03/2025. The filing states the issuance was the result of an election to receive stock instead of cash and does not disclose any cash purchase, option exercise, or derivative transactions.

Tractor Supply Co (TSCO) insider sale by EVP Melissa Kersey. The filing reports a sale on 08/13/2025 of 6,313.056 shares of Tractor Supply common stock at a weighted average price of $59.785 per share. After the sale the reporting person is shown as beneficially owning 34,070.047 shares directly and 2,370.638 shares indirectly through the Stock Purchase Plan. The Form 4 is signed on behalf of Melissa Kersey by an attorney-in-fact on 08/15/2025. The filing identifies Kersey as EVP and Chief HR Officer.

Tractor Supply Co. (TSCO) submitted a Rule 144 notice proposing the sale of 6,314 common shares through Fidelity Brokerage Services LLC with an aggregate market value of $377,426.37. The notice lists 529,951,669 shares outstanding and an approximate sale date of 08/13/2025. The filer affirms they do not possess undisclosed material adverse information.

All shares to be sold were acquired through company programs: 4,200 from restricted stock vesting on 08/04/2021, 152 via ESPP on 03/31/2022 (cash), and 1,041 and 921 from restricted stock vesting on 02/08/2024 and 02/09/2024, respectively. The form reports "Nothing to Report" for securities sold in the past three months.

Wellington Management entities report beneficial ownership of 25,510,968 shares of Tractor Supply Company common stock, representing 4.81% of the class. The filers state they have no sole voting or dispositive power and report shared voting power of 24,828,680 shares and shared dispositive power of 25,510,968 shares. The securities are owned of record by clients of Wellington investment advisers and are held in the ordinary course of business, with a certification that the stakes are not held to change or influence control of the issuer. Reporting entities named include Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP, and the filing identifies the ownership chain from the parent holding company through the investment adviser affiliates.