Trade of the House

← All trades

SELL TSCO · April McClain Delaney

Tractor Supply Company - Common Stock (TSCO)

E

Routine managed-account rebalancing

Signal score 27 / 100 — how much this looks like a deliberate, informed position rather than routine portfolio activity.
Inside their committee's jurisdiction
0/32
Isolated decision, not a bulk rebalance
14/22
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
5/10
Member's own account
0/8
Committee chair or ranking member
0/8
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
0/8
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
6/6
Position size
1/3
Leveraged instrument (option)
0/3

A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.

It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.

The filing it came from

filed in 7 days Inside two weeks - most of the following year was still available to anyone reading the filing.

The position this closes

BoughtDisclosed sizeHeld Returnvs S&P
02 Dec 2025 $1,001 - $15,000 237 d -39.5% -48.8%
12 Dec 2025 $1,001 - $15,000 227 d -38.0% -47.3%
10 Feb 2026 $1,001 - $15,000 167 d -40.4% -47.8%
04 Mar 2026 $1,001 - $15,000 145 d -36.6% -45.1%
16 Mar 2026 $1,001 - $15,000 133 d -34.3% -45.3%
31 Mar 2026 $1,001 - $15,000 118 d -29.2% -43.2%

What a follower should do: keep holding — 247 days still to run.

The member is out, but the tracked position is not due to close yet. Following members out of positions was tested and it lost 6.50 points against holding the full term - disclosure arrives too late to be worth acting on.

Matched oldest-lot-first on disclosed value within this account. Filings give a range, never a share count, so the pairing reads the documents rather than reconstructing the portfolio.

This is a sale, and the strategy does not act on it. It records the member closing a position; it is not a short signal and not an instruction to sell. Exiting when members disclose selling, rather than at twelve months, cut in-remit alpha from +6.76% to +3.57% — a cost of 6.50 points on the trades it changed. See the method.

This filing disclosed 62 transactions in total, of which 8 share this trade date (27 Jul 2026).

Filed 03 Aug 2026 · source PDF

Same day: BWXTCHRWCLHLTHMKLSCISTE

Price

Entry
Latest
$35.28
12 Aug 2026
Since entry
price only

52-week range $29.14 – $61.60. The marker is the entry: the first market open after this filing became public.

Tractor Supply Company

Tractor Supply Company operates as a rural lifestyle retailer in the United States. The company provides various merchandise, including livestock and equine feed and equipment, poultry, fencing, and sprayers and chemicals; companion animal products, such as food, treats, and equipment for dogs, cats, and other small animals, as well as dog wellness products; seasonal and recreation products comprising tractors and ri…

Market cap
$19.0B
1yr target
$36
-2.5% from $36.43
Analysts
27
buy
P/E
19.0
beta 0.45
SectorConsumer Cyclical
IndustrySpecialty Retail
Analyst range $28 – $46
Employees54,000
InstrumentST
Jurisdiction tags unclassified

https://www.tractorsupply.com

Outside this member's committee jurisdiction (aerospace, agriculture, commodities, technology).

Expressing this with options

An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.

Loading chain…

Outcome

HeldThis tradeS&P 500Alpha
1m
3m
6m
12m 1yr
18m
24m
36m
48m
60m 5yr

Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 9 rows are blank because those windows have not closed yet: this trade was entered —, so anything longer than that is still running.

Other congressional trades in TSCO

GradeDateMemberSideAmount
E 08 Jun 2026 Thomas H Tuberville sale $1,001 - $15,000
E 28 May 2026 April McClain Delaney sale partial $1,001 - $15,000
E 27 May 2026 April McClain Delaney sale partial $1,001 - $15,000
E 26 May 2026 April McClain Delaney sale partial $1,001 - $15,000
E 22 May 2026 April McClain Delaney sale partial $1,001 - $15,000
E 18 May 2026 April McClain Delaney sale partial $1,001 - $15,000
E 15 May 2026 April McClain Delaney sale partial $1,001 - $15,000
D 09 Apr 2026 Josh Gottheimer sale $15,001 - $50,000
E 31 Mar 2026 April McClain Delaney purchase $1,001 - $15,000
E 23 Mar 2026 Jared Moskowitz sale $1,001 - $15,000
E 23 Mar 2026 Jared Moskowitz sale $1,001 - $15,000
D 23 Mar 2026 Jared Moskowitz sale $15,001 - $50,000
E 16 Mar 2026 April McClain Delaney purchase $1,001 - $15,000
E 04 Mar 2026 April McClain Delaney purchase $1,001 - $15,000
E 10 Feb 2026 April McClain Delaney purchase $1,001 - $15,000
E 12 Dec 2025 April McClain Delaney purchase $1,001 - $15,000
E 02 Dec 2025 April McClain Delaney purchase $1,001 - $15,000
E 31 Oct 2025 April McClain Delaney purchase $1,001 - $15,000
D 17 Jun 2025 Marjorie Taylor Greene purchase $1,001 - $15,000
E 06 Jun 2025 April McClain Delaney purchase $1,001 - $15,000
E 27 May 2025 April McClain Delaney purchase $1,001 - $15,000
E 13 May 2025 April McClain Delaney purchase $1,001 - $15,000
E 05 May 2025 April McClain Delaney purchase $1,001 - $15,000
E 08 Apr 2025 Rob Bresnahan sale $1,001 - $15,000
E 07 Apr 2025 Jared Moskowitz purchase $1,001 - $15,000