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Company Analysis

SBAC Insider Trading

SBA COMMUNICATIONS CORP | Real Estate Investment Trusts

Comprehensive Trading Performance Summary

The investment history of corporate insiders at SBA COMMUNICATIONS 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, %
2025-05-06 01:30 2025-05-01 LANGER JACK Director OPT+S $240.59 5,000 $1,202,933 10,522 0.0%
2025-03-11 01:30 2025-03-07 KOENIG JOSHUA Officer - EXECUTIVE VP/GENERAL COUNSEL OPT+S $224.18 2,209 $495,214 6,079 0.0%
2025-03-05 02:30 2025-02-28 Chan Mary S Director OPT+S $218.07 1,411 $307,697 5,131 0.0%
2024-12-24 03:30 2024-12-20 DAY DONALD Officer - EVP - SITE LEASING OPT+S $203.43 2,321 $472,150 4,998 0.0%
2024-12-12 02:30 2024-12-09 Ciarfella Mark R Officer - EVP - OPERATIONS OPT+S $224.33 3,545 $795,235 33,588 0.0%
2024-09-18 01:30 2024-09-13 DAY DONALD Officer - EVP - SITE LEASING OPT+S $242.86 1,500 $364,290 4,998 0.0%
2024-08-24 01:30 2024-08-21 Krouse George R Jr Director SELL $219.58 325 $71,364 8,084 -3.9%
2024-08-03 01:30 2024-08-01 STOOPS JEFFREY Director, Other SELL $222.01 49,765 $11,048,104 109,583 -31.2%
2024-03-09 02:30 2024-03-05 Chan Mary S Director OPT+S $217.99 1,977 $430,966 4,622 0.0%
2023-12-16 02:30 2023-12-14 SILBERSTEIN JASON V Officer - EVP - Site Leasing OPT+S $255.44 16,465 $4,205,885 29,908 0.0%
2023-12-16 02:30 2023-12-13 Lazarus Brian D Officer - SVP & Chief Accounting Officer OPT+S $249.35 20,605 $5,137,906 7,085 0.0%
2023-12-08 02:30 2023-12-05 BERNSTEIN STEVEN E Director, Other SELL $250.62 53,376 $13,376,976 56,314 -48.7%
2023-12-02 02:30 2023-11-29 Ciarfella Mark R Officer - EVP - Operations OPT+S $245.05 5,000 $1,225,231 29,005 0.0%
2023-11-30 02:30 2023-11-27 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $237.94 37,889 $9,015,252 0 -100.0%
2023-11-30 01:00 2023-11-27 KOENIG JOSHUA Officer - Executive VP/General Counsel SELL $238.50 1,275 $304,088 5,181 -19.7%
2023-11-24 14:00 2023-11-20 Krouse George R Jr Director SELL $234.43 500 $117,213 8,001 -5.9%
2023-11-18 01:00 2023-11-15 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $233.96 45,779 $10,710,601 37,889 -54.7%
2023-11-16 01:38 2023-11-14 BEEBE KEVIN L Director SELL $233.83 1,500 $350,744 13,313 -10.1%
2023-11-15 01:00 2023-11-10 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $227.97 113,971 $25,981,752 155,074 -42.4%
2023-11-15 01:00 2023-11-10 Ciarfella Mark R Officer - EVP - Operations SELL $217.62 1,000 $217,620 29,005 -3.3%
2023-08-15 00:33 2023-08-11 Krouse George R Jr Director SELL $229.30 371 $85,069 8,501 -4.2%
2022-08-17 01:24 2022-08-15 Ciarfella Mark R Officer - EVP - Operations OPT+S $355.50 8,213 $2,919,750 23,884 0.0%
2022-08-12 01:00 2022-08-10 SILBERSTEIN JASON V Officer - EVP - Site Leasing OPT+S $350.38 16,464 $5,768,721 21,785 0.0%
2022-08-11 01:00 2022-08-08 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $345.44 88,564 $30,593,832 255,457 -25.7%
2022-08-06 00:29 2022-08-05 Ciarfella Mark R Officer - EVP - Operations OPT+S $343.94 5,760 $1,981,094 23,884 0.0%
2022-08-06 00:04 2022-08-04 Krouse George R Jr Director SELL $344.98 391 $134,886 8,500 -4.4%
2022-08-06 00:02 2022-08-04 COCROFT DUNCAN Director SELL $344.50 1,152 $396,787 64,592 -1.8%
2022-06-10 00:30 2022-06-07 Ciarfella Mark R Officer - EVP - Operations OPT+S $338.05 1,000 $338,050 23,884 0.0%
2022-05-27 00:52 2022-05-24 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $344.07 30,000 $10,321,986 83,668 -26.4%
2022-05-05 00:54 2022-05-03 BEEBE KEVIN L Director OPT+S $347.72 1,889 $656,843 14,813 0.0%
2022-03-30 01:06 2021-03-02 Cavanagh Brendan Thomas Officer - Executive Vice President & CFO SELL $247.47 3 $742 19,052 0.0%
2022-03-30 01:06 2019-10-10 Cavanagh Brendan Thomas Officer - Executive Vice President & CFO BUY $284.60 13 $3,700 19,055 +0.1%
2022-03-12 01:17 2022-03-09 BAGWELL KURT L Officer - EVP; Pres. - International SELL $330.00 3,757 $1,239,936 29,529 -11.3%
2022-03-11 01:41 2022-03-08 Krouse George R Jr Director SELL $328.88 500 $164,440 8,515 -5.5%
2021-12-21 21:27 2021-12-15 Ciarfella Mark R Officer - EVP - Operations OPT+S $370.00 3,000 $1,110,000 21,052 0.0%
2021-12-17 03:14 2021-12-15 HUNT THOMAS P Officer - Executive VP/General Counsel OPT+S $365.93 1,087 $397,762 117,492 0.0%
2021-12-16 01:00 2021-12-13 Ciarfella Mark R Officer - EVP - Operations OPT+S $365.67 3,000 $1,097,010 21,052 0.0%
2021-11-24 02:07 2021-11-19 Krouse George R Jr Director OPT+S $350.00 1,000 $350,000 10,090 0.0%
2021-09-09 00:49 2021-09-03 Lazarus Brian D Officer - SVP & Chief Accounting Officer OPT+S $366.17 24,263 $8,884,480 20,327 0.0%
2021-09-04 00:50 2021-09-03 HUNT THOMAS P Officer - Executive VP/General Counsel SELL $365.47 67,112 $24,527,154 5,465 -92.5%
2021-09-04 00:48 2021-09-02 Cavanagh Brendan Thomas Officer - Executive Vice President & CFO OPT+S $365.51 60,163 $21,990,262 31,007 0.0%
2021-08-21 01:12 2021-08-19 Ciarfella Mark R Officer - EVP - Operations OPT+S $358.01 6,759 $2,419,790 21,018 0.0%
2021-08-21 01:11 2021-08-19 HUNT THOMAS P Officer - Executive VP/General Counsel SELL $357.69 50,000 $17,884,645 72,577 -40.8%
2021-08-19 01:04 2021-08-16 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $353.30 37,278 $13,170,385 189,573 -16.4%
2021-08-14 01:07 2021-08-11 Ciarfella Mark R Officer - EVP - Operations OPT+S $345.00 2,377 $820,065 21,018 0.0%
2021-06-12 00:52 2021-06-10 Ciarfella Mark R Officer - EVP - Operations OPT+S $320.01 6,000 $1,920,060 20,980 0.0%
2021-06-12 00:51 2021-06-10 Krouse George R Jr Director OPT+S $318.81 471 $150,160 10,153 0.0%
2021-06-05 01:02 2021-06-02 RUSSO FIDELMA Director SELL $308.67 25 $7,717 94 -21.0%
2021-05-21 01:01 2021-05-18 COCROFT DUNCAN Director SELL $290.27 1,804 $523,647 66,592 -2.6%
2021-03-13 01:34 2021-03-11 BEEBE KEVIN L Director OPT+S $259.46 826 $214,314 14,281 0.0%
SHOW ENTRIES

How to Interpret $SBAC Trades

Not every insider transaction in SBA COMMUNICATIONS CORP is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $SBAC 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 SBAC

Insider activity data for SBA COMMUNICATIONS 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 $SBAC, 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.