TRACTOR SUPPLY CO /DE/ SEC Filings

TSCO filed a notice of proposed resale of 84,670 shares of common stock through Fidelity Brokerage Services, with an aggregate market value of $4,501,057.20. The shares relate to restricted stock vesting awards acquired from the issuer in 2023 and 2025.

The planned sale is scheduled to begin around February 3, 2026 on the NASDAQ market. The filing reports that there were 528,403,595 shares of the same class outstanding when this notice was prepared.

Tractor Supply Company filed a current report noting it released a press release with its financial results for the fourth quarter and fiscal year ended December 27, 2025. The company also shared guidance for its expected results for the full fiscal year ending December 26, 2026.

The press release is included as Exhibit 99.1 to the report, allowing investors to review both recent performance and management’s outlook in a single document.

Tractor Supply Company (TSCO) reported an insider gift of shares by a senior executive. The reporting person, who serves as SVP General Counsel, transferred 900 shares of common stock on 11/14/2025 as a gift coded "G". The filing states that this gift was made to a charitable donor advised fund and carried a reported price of $0 per share, reflecting the non-cash nature of the transaction.

After the transaction, the executive beneficially owned 28,315.684 shares of Tractor Supply common stock directly. In addition, 985.324 shares were held indirectly through a Stock Purchase Plan. This filing is administrative in nature and documents a charitable transfer rather than an open-market sale or purchase.

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.

Tractor Supply Company filed a current report to disclose that it issued a press release with its financial results for the third quarter ended September 27, 2025. The company also used the release to update its guidance for expected results for the full fiscal year ending December 27, 2025. The press release is included as Exhibit 99.1 to the report, allowing investors to review detailed quarterly performance and the revised full-year outlook.

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.