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Company Analysis

ADC Insider Trading

AGREE REALTY CORP | Real Estate Investment Trusts

Comprehensive Trading Performance Summary

The investment history of corporate insiders at AGREE REALTY CORP provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Real Estate Investment Trusts sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2026-04-03 20:29 2026-04-01 RAKOLTA JOHN JR Director BUY $75.69 146 $11,051 146 +100.0%
2026-01-13 14:59 2026-01-09 Coughenour Peter Officer - CHIEF FINANCIAL OFFICER BUY $69.80 500 $34,900 18,544 +2.8%
2026-01-12 15:09 2026-01-09 AGREE RICHARD Director, Officer - EXECUTIVE CHAIRMAN OF BOARD BUY $70.67 24,000 $1,696,080 159,855 +17.7%
2025-12-30 00:30 2025-12-24 RAKOLTA JOHN JR Director BUY $72.18 15,000 $1,082,700 562,606 +2.7%
2025-10-09 23:05 2025-10-07 RAKOLTA JOHN JR Director BUY $70.41 25,154 $1,771,093 553,700 +4.8%
2025-10-06 13:30 2025-10-03 Erlich Craig Officer - CHIEF GROWTH OFFICER BUY $70.85 360 $25,504 52,846 +0.7%
2025-10-03 13:30 2025-10-02 Agree Joey Director, Officer - PRESIDENT & CEO BUY $70.63 3,528 $249,183 638,688 +0.6%
2025-09-08 13:30 2025-09-05 Lehmkuhl Greg Director BUY $72.84 750 $54,630 27,684 +2.8%
2025-08-18 13:30 2025-08-14 Agree Joey Director, Officer - PRESIDENT & CEO BUY $72.08 2,100 $151,368 635,160 +0.3%
2025-08-14 13:15 2025-08-13 Agree Joey Director, Officer - PRESIDENT & CEO BUY $72.15 4,850 $349,928 2,934 +100.0%
2025-06-13 13:00 2025-06-11 RAKOLTA JOHN JR Director BUY $74.34 10,000 $743,400 521,233 +2.0%
2025-04-10 13:30 2025-04-08 RAKOLTA JOHN JR Director BUY $71.30 28,080 $2,002,104 507,810 +5.9%
2024-12-27 00:05 2024-12-20 RAKOLTA JOHN JR Director BUY $70.24 30,275 $2,126,640 472,196 +6.9%
2024-05-28 13:30 2024-05-23 Lehmkuhl Greg Director BUY $58.99 1,000 $58,990 23,036 +4.5%
2024-05-28 13:30 2024-05-23 RAKOLTA JOHN JR Director BUY $59.32 20,000 $1,186,400 436,011 +4.8%
2024-03-15 13:30 2024-03-14 Breslin Stephen Officer - CHIEF ACCOUNTING OFFICER BUY $55.33 450 $24,899 10,441 +4.5%
2024-03-01 14:30 2024-02-29 AGREE RICHARD Director, Officer - EXECUTIVE CHAIRMAN OF BOARD BUY $55.50 16,000 $888,000 135,855 +13.3%
2024-02-23 14:30 2024-02-21 Agree Joey Director, Officer - PRESIDENT & CEO BUY $56.92 3,500 $199,220 561,403 +0.6%
2024-02-22 14:30 2024-02-20 RAKOLTA JOHN JR Director BUY $56.75 20,102 $1,140,823 412,651 +5.1%
2024-02-20 14:30 2024-02-16 RAKOLTA JOHN JR Director BUY $57.00 20,430 $1,164,510 392,549 +5.5%
2024-02-16 14:30 2024-02-15 Agree Joey Director, Officer - PRESIDENT & CEO BUY $57.56 2,000 $115,120 557,903 +0.4%
2024-01-11 14:30 2024-01-10 AGREE RICHARD Director, Officer - EXECUTIVE CHAIRMAN OF BOARD BUY $62.57 10,500 $656,985 119,855 +9.6%
2023-12-23 00:05 2023-12-20 RAKOLTA JOHN JR Director BUY $62.44 13,335 $832,627 381,500 +3.6%
2023-12-18 14:30 2023-12-15 Lehmkuhl Greg Director BUY $61.17 1,700 $103,989 17,717 +10.6%
2023-12-13 14:30 2023-12-11 Agree Joey Director, Officer - PRESIDENT & CEO BUY $58.49 1,300 $76,037 555,903 +0.2%
2023-12-12 14:30 2023-12-11 Agree Joey Director, Officer - PRESIDENT & CEO BUY $58.47 1,350 $78,935 554,603 +0.2%
2023-10-03 13:30 2023-10-02 Agree Joey Director, Officer - PRESIDENT & CEO BUY $53.84 4,000 $215,360 553,253 +0.7%
2023-09-29 13:30 2023-09-28 Erlich Craig Officer - CHIEF GROWTH OFFICER BUY $55.25 1,800 $99,447 38,060 +5.0%
2023-09-27 13:30 2023-09-26 RAKOLTA JOHN JR Director BUY $55.73 20,000 $1,114,600 380,056 +5.6%
2023-09-27 13:30 2023-09-26 Agree Joey Director, Officer - PRESIDENT & CEO BUY $56.10 10,000 $561,000 549,253 +1.9%
2023-09-25 13:30 2023-09-21 RAKOLTA JOHN JR Director BUY $57.48 30,000 $1,724,400 360,056 +9.1%
2023-08-16 13:30 2023-08-15 Coughenour Peter Officer - CHIEF FINANCIAL OFFICER BUY $61.79 500 $30,895 6,543 +8.3%
2023-08-16 13:30 2023-08-14 Erlich Craig Officer - CHIEF OPERATING OFFICER BUY $62.36 1,755 $109,440 855 +100.0%
2023-08-04 13:30 2023-08-03 AGREE RICHARD Director, Officer - EXECUTIVE CHAIRMAN OF BOARD BUY $63.70 18,249 $1,162,461 109,355 +20.0%
2023-08-03 13:30 2023-08-02 RAKOLTA JOHN JR Director BUY $63.02 30,000 $1,890,600 330,056 +10.0%
2023-08-03 13:30 2023-08-02 Agree Joey Director, Officer - PRESIDENT & CEO BUY $62.79 10,000 $627,900 539,253 +1.9%
2023-08-03 13:30 2023-08-02 AGREE RICHARD Director, Officer - EXECUTIVE CHAIRMAN OF BOARD BUY $62.95 11,751 $739,725 76,388 +18.2%
2023-05-30 13:30 2023-05-26 Coughenour Peter Officer - CHIEF FINANCIAL OFFICER BUY $64.25 500 $32,125 6,043 +9.0%
2023-05-30 13:30 2023-05-26 Erlich Craig Officer - CHIEF OPERATING OFFICER BUY $64.09 3,000 $192,270 35,151 +9.3%
2023-05-26 13:30 2023-05-25 Breslin Stephen Officer - CHIEF ACCOUNTING OFFICER BUY $64.32 375 $24,120 6,079 +6.6%
2023-05-24 23:05 2023-05-24 Agree Joey Director, Officer - PRESIDENT & CEO BUY $64.91 5,000 $324,550 529,253 +1.0%
2023-05-18 13:30 2023-05-17 Erlich Craig Officer - CHIEF OPERATING OFFICER BUY $65.50 1,500 $98,250 32,151 +4.9%
2023-05-18 13:30 2023-05-17 Agree Joey Director, Officer - PRESIDENT & CEO BUY $65.35 5,000 $326,750 524,253 +1.0%
2023-05-15 13:30 2023-05-11 RAKOLTA JOHN JR Director BUY $66.45 7,500 $498,375 300,056 +2.6%
2023-05-15 13:30 2023-05-12 Agree Joey Director, Officer - PRESIDENT & CEO BUY $66.36 5,000 $331,800 519,253 +1.0%
2023-05-10 14:00 2023-05-08 RAKOLTA JOHN JR Director BUY $67.85 10,495 $712,086 281,768 +3.9%
2022-12-31 00:05 2022-12-29 Erlich Craig Officer - CHIEF OPERATING OFFICER BUY $16.25 4,898 $79,593 4,898 +100.0%
2022-12-23 00:05 2022-12-21 RAKOLTA JOHN JR Director BUY $71.38 11,000 $785,180 268,816 +4.3%
2022-04-11 23:05 2022-04-08 RAKOLTA JOHN JR Director BUY $68.09 213 $14,503 213 +100.0%
2022-03-24 14:00 2022-03-23 Agree Joey Director, Officer - PRESIDENT & CEO BUY $64.23 1,560 $100,199 482,848 +0.3%
SHOW ENTRIES

How to Interpret $ADC Trades

Not every insider transaction in AGREE REALTY CORP is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $ADC shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for ADC

Insider activity data for AGREE REALTY CORP is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $ADC, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.