TSCO TRACTOR SUPPLY CO /DE/ Insider Trading

TSCO EVP Estep sells 59.7K shares (42.5% reduction) for $3.2M at $54.03; prior 5 TSCO sales 4 of 5 well-timed at 90d

Jonathan S. Estep, EVP Chief Merchandise Officer, sold 59,745 shares for $3,228,022.35 on 2026-02-11, reducing his holdings from 140,675 shares to 80,930 shares. This represents a substantial 42.5% reduction in position size. His prior trade history at TSCO is notable: of 5 previous sales at this ticker, 4 of 5 were well-timed at the 90-day mark, meaning the stock declined after those sales. His cross-ticker track record across 9 prior sells shows an 88.89% well-timed rate at 90 days with an average 90-day return of -59.2%. The current stock price of $54.41 is -13.2% from the 52-week high of $62.65, placing the transaction near the lower end of the annual range. The scale and pattern of this sale, combined with demonstrated prior timing accuracy at this specific ticker, merit investor attention to subsequent price movement.

EVP/CTO sells 62,950 shares of TSCO at $54.12; -33.9% reduction in holdings. Stock down -13.2% from 52-week high.

Robert D Mills, EVP Chief Technology Officer, sold 62,950 shares (63.0K shares) for $3,406,854.00 (3.4M) on 2026-02-11, reducing his holdings by 33.9% to 122,834 shares. His prior trades at TSCO show a consistent pattern: all 5 prior sells were well-timed at the 90-day mark, with average 90-day returns of -76.3% to -76.7%, indicating the stock declined substantially after each sale. His cross-ticker track record similarly demonstrates a 100.00% well-timed rate on sells across 6 transactions with an average 90-day return of -77.1%, suggesting a disciplined sell approach that has historically preceded downward moves. The current stock price of $54.41 is -13.2% from the 52-week high of $62.65, positioning this sale within a period of weakness; however, the stock is up 5.1% over the last 30 days. Given the significant reduction in insider holdings combined with a documented pattern of well-timed exit execution at this same ticker, this transaction merits investor attention as a potential signal of conviction regarding near-term valuations.

TSCO CEO Lawton sold 84,670 shares at $53.16 (2026-02-03); holds 606,841 post-sale. 100% 90d timing win rate across 4 prior TSCO trades.

CEO Harry A Lawton III sold 84,670 shares of Tractor Supply for $4,501,057.20, reducing his holdings by 12.2% to 606,841 shares. This sale occurs as the stock trades at $54.48, approximately 13.0% below its 52-week high, following an 8.3% gain over the past 30 days. Notably, Lawton's prior trade history at TSCO demonstrates a consistent pattern: all 4 of his previous sales at this ticker were well-timed at the 90-day mark, with his most recent sell on 2025-02-03 showing -6.9% 90-day return and his three February 2024 sales each showing 90-day declines of approximately -77%. His cross-ticker track record also reflects strong timing discipline, with a 100.00% well-timed rate across 4 prior sales and an average 90-day return of -59.5%. This transaction's timing relative to TSCO's recent strength and valuation (P/E of 26.07 against modest 2.2% annual revenue growth) warrants investor attention to whether this pattern continues.

CFO Barton Kurt D sold 90,000 TSCO shares at $63.96; 5 of 5 prior TSCO sells showed negative 90d returns

CFO Barton Kurt D executed a large sale of 90,000 shares at $63.96 on 2025-07-24, reducing his holdings by 65.4% to 47,715 shares. His prior transaction history at Tractor Supply is striking: all 5 previous sales at this ticker occurred before material declines, with 90-day returns of -7.4%, -8.2%, -82.0%, -82.2%, -82.1%, -82.3%, -79.2%, -79.6%, -80.9%, and -78.1%, establishing a 100% well-timed track record at this specific ticker. This current sale at $63.96 has already faced headwinds; the stock has declined 4.4% from its 52-week high of $60.75 (the transaction price exceeded the 52-week high, which is unusual timing). The consistent pattern of his prior TSCO exits preceding declines warrants attention, though the company's fundamentals show $3,466,952,000.00 in latest quarterly revenue and a P/E of 28.49.

EVP Chief Merchandise Officer Jonathan Estep sold 35,825 shares of TSCO at $56.00 for $2,006,200.00, reducing holdings by 32.4%.

Jonathan Estep, EVP Chief Merchandise Officer, sold 35,825 shares on 2025-07-07, a material reduction of his TSCO position from 110,430 shares to 74,605 shares. At his SAME-TICKER HISTORY at TSCO, all four prior measurable sells resulted in 90-day declines ranging from -75.6% to -77.7%, with a 100% well-timed rate at the 90-day mark—suggesting a consistent pattern of selling ahead of downturns. The current stock price of $57.21 is -5.8% from its 52-week high of $60.75, though it has appreciated 13.3% over the past 30 days. The company trades at a P/E of 28.04 with modest annual revenue growth of 2.2%, operating in a mature segment despite near-record market cap valuation. This sale occurs after another sale just 14 days prior (2025-06-23), indicating sequential portfolio reduction by this executive.

EVP CMO Jonathan S Estep sold 56,630 shares of TSCO at $53.00 on 2025-06-23, reducing holdings by 43.2%; his prior 5 TSCO sales achieved 100% well-timed outcomes.

Jonathan S Estep, EVP and Chief Merchandise Officer of Tractor Supply, sold 56,630 shares (43.2% reduction in holdings) for $3,001,390.00 on 2025-06-23. His prior trading history at TSCO shows a consistent pattern: across 5 prior transactions at this ticker, 5 of 5 sells achieved negative 90-day returns (ranging from -75.6% to -80.6%), meaning the stock declined after each sale, reflecting well-timed exits. His cross-ticker track record shows 7 prior sells with a 100.00% well-timed rate and -77.9% average 90-day return. Current price ($52.80) is -13.1% from the 52-week high, and the stock has declined 2.5% over the past 90 days; TSCO trades at a P/E of 25.88 on $3.5B quarterly revenue. The scale and pattern of this sale—a significant reduction in holdings by an executive responsible for merchandise strategy, combined with a demonstrated track record of selling ahead of price declines at this specific ticker—merits investor scrutiny.

CFO Kurt D Barton sells 12,146 TSCO shares at $56.00; pattern shows 5 of 5 prior TSCO sales were well-timed 90d declines

CFO Barton's sale of 12,146 shares represents a -20.3% reduction in his holdings, leaving him with 47,715 shares post-transaction. His prior trade history at TSCO is striking: across 5 previous sales, all were followed by 90-day declines ranging from -78.1% to -82.3%, with a 100.00% well-timed rate. His cross-ticker track record reinforces this pattern: 6 prior sells across all tickers averaged -80.8% 90-day returns with a 100.00% well-timed rate. The stock has risen 7.6% over 30 days and 3.6% over 90 days, now trading at $57.14—currently 5.9% below its 52-week high of $60.75. While TSCO's fundamentals show stable growth (revenue $3.5B, annual growth +2.5%, P/E 5.48), the consistency of Barton's prior sell timing patterns warrants investor attention.

TSCO: EVP Colin Yankee sold 24,602 shares ($1.3M) at $54.15; reduces stake by 42.2% to 33,644 shares

Yankee Colin, EVP Chief Supply Chain Officer, executed an open-market sale of 24,602 shares at $54.15 on 2025-02-11, reducing his TSCO holdings by 42.2% from 58,246 to 33,644 shares. His cross-ticker track record shows 1 prior sell with a 90-day well-timed rate of 100.00%, and notably, his prior TSCO sale on 2024-02-28 posted a 90-day return of -77.4%, correctly preceding a stock decline. The current price of $56.99 sits 5.2% above his transaction price and 6.2% below the 52-week high of $60.75. The company trades at a P/E of 5.47 with recent quarterly revenue of $3.5B and annual growth of 2.5%, suggesting a mature, established business. While the magnitude of the position reduction (42.2%) and the insider's demonstrated pattern of well-timed sells at this specific ticker warrant attention, the stock's recent 30-day appreciation of 7.2% and proximity to 52-week highs add context to the timing.

TSCO CEO Lawton sold 88,095 shares ($4.8M) at $54.59; stock now $53.61 (-11.8% from 52-week high)

CEO Harry A Lawton III sold 88,095 shares of Tractor Supply (TSCO) at $54.59 on 2025-02-03, reducing his holdings by 15.3% to 488,851 shares. This represents a material reduction in his position, with the stock currently trading at $53.61, down 11.8% from its 52-week high of $60.75. Notably, Lawton's prior three sales at TSCO (all on 2024-02-08) exhibited a 100% well-timed rate at the 90-day mark, with each preceding a subsequent decline averaging 77.0–77.5%, suggesting a consistent pattern of selling into weakness. The company's current valuation appears compressed at a P/E of 5.14 despite $3.5B in quarterly revenue and $241.5M in net income, but the insider's historical timing pattern at this ticker warrants attention to whether this sale precedes further price deterioration or represents repositioning.

CFO Barton Kurt D sold 23,532 shares for $6,956,923.31 on 2024-10-01, reducing holdings -70.8% to 9,682 shares; prior TSCO sales 100% well-timed at 90-day mark.

Barton Kurt D, EVP Chief Financial Officer of TRACTOR SUPPLY CO /DE/ (TSCO), executed 2 separate sales totaling 23,532 shares for $6,956,923.31 on 2024-10-01 at an average price of $295.64, a significant reduction of his holdings by 70.8% from 33,214 to 9,682 shares. His track record at TSCO specifically is notable: across 4 prior sales at this same ticker, 3 of 3 measurable at the 90-day mark produced negative returns (ranging from -78.1% to -82.2%), establishing a 100% well-timed rate at this ticker. More broadly, his cross-ticker track record across all open-market sales shows an average 90-day return of -80.2% with a 90d well-timed rate of 100.00%, indicating his sales consistently preceded stock declines. The stock is currently down 2.1% from its 52-week high of $59.61 and up 8.8% over the past 30 days, though these recent moves do not negate the longer-term pattern. The fundamental backdrop—TSCO's low P/E of 5.59, modest annual revenue growth of +2.5%, and quarterly net income of $425,196,000.00—does not reveal obvious deterioration, yet the insider's demonstrated track record of well-timed exits deserves attention from investors monitoring executive activity.