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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, %
2019-03-02 03:06 2019-03-01 BAGWELL KURT L Officer - EVP; Pres. - International OPT+S $181.51 13,723 $2,490,862 60,478 0.0%
2019-03-01 04:21 2019-02-26 BAGWELL KURT L Officer - EVP; Pres. - International OPT+S $181.89 92,154 $16,761,458 60,478 0.0%
2018-12-18 02:03 2018-12-13 BEEBE KEVIN L Director OPT+S $172.51 10,000 $1,725,100 11,726 0.0%
2018-12-18 01:59 2018-12-13 Lazarus Brian D Officer - SVP & Chief Accounting Officer OPT+S $173.00 15,875 $2,746,375 13,869 0.0%
2018-11-22 01:04 2018-11-19 COCROFT DUNCAN Director SELL $171.85 12,543 $2,155,515 75,742 -14.2%
2018-11-21 01:30 2018-11-19 HUNT THOMAS P Officer - Executive VP/General Counsel SELL $172.47 79,908 $13,781,421 109,673 -42.1%
2018-11-21 01:15 2018-11-16 Cavanagh Brendan Thomas Officer - Executive Vice President & CFO OPT+S $172.16 147,717 $25,430,575 40,717 0.0%
2018-11-14 01:55 2018-11-08 Ciarfella Mark R Officer - EVP - Operations OPT+S $171.00 8,377 $1,432,467 13,813 0.0%
2018-11-14 01:52 2018-11-12 Krouse George R Jr Director OPT+S $171.75 416 $71,448 10,531 0.0%
2018-11-14 01:49 2017-11-16 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres BUY $164.68 11 $1,811 236,152 +0.0%
2018-11-14 01:46 2018-11-09 CARR BRIAN C Director SELL $171.98 249 $42,823 2,821 -8.1%
2018-11-10 03:20 2018-11-08 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $171.10 80,000 $13,687,608 409,863 0.0%
2018-11-08 01:14 2018-11-05 SILBERSTEIN JASON V Officer - EVP - Site Leasing OPT+S $165.13 19,785 $3,267,097 8,874 0.0%
2018-09-19 00:40 2018-09-14 BAGWELL KURT L Officer - EVP; Pres. - International SELL $160.50 5 $803 68,497 0.0%
2018-09-18 01:18 2018-09-13 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $160.05 40,000 $6,402,100 449,863 0.0%
2018-08-25 01:08 2018-08-22 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $154.16 40,000 $6,166,300 469,863 0.0%
2018-08-18 00:45 2018-08-15 CARR BRIAN C Director SELL $155.00 800 $124,000 3,070 -20.7%
2018-06-30 00:46 2018-06-27 BAGWELL KURT L Officer - EVP; Pres. - International OPT+S $165.06 126,605 $20,897,092 32,966 0.0%
2018-06-23 00:44 2018-06-21 Ciarfella Mark R Officer - EVP - Operations OPT+S $160.01 26,267 $4,202,983 13,813 0.0%
2018-06-16 00:45 2018-06-13 Ciarfella Mark R Officer - EVP - Operations OPT+S $160.01 1,850 $296,019 13,813 0.0%
2018-06-08 00:50 2018-06-05 Ciarfella Mark R Officer - EVP - Operations OPT+S $160.12 10,617 $1,699,994 13,813 0.0%
2018-05-22 01:09 2018-05-17 SILBERSTEIN JASON V Officer - EVP - Site Leasing SELL $157.75 3,170 $500,068 15,828 -16.7%
2018-05-22 00:47 2018-05-17 Krouse George R Jr Director OPT+S $157.56 2,202 $346,947 10,531 0.0%
2018-03-15 01:11 2018-03-12 COCROFT DUNCAN Director BUY $167.29 500 $83,645 87,966 +0.6%
2017-11-14 02:00 2017-11-08 Krouse George R Jr Director OPT+S $169.51 1,999 $338,850 10,000 0.0%
2017-08-30 02:30 2017-08-25 Lazarus Brian D Officer - SVP & Chief Accounting Officer OPT+S $151.79 7,376 $1,119,603 10,149 0.0%
2017-08-08 01:07 2017-08-04 Ciarfella Mark R Officer - EVP - Operations OPT+S $140.74 9,655 $1,358,845 11,748 0.0%
2017-08-08 01:03 2017-08-03 Krouse George R Jr Director OPT+S $138.63 1,643 $227,769 10,000 0.0%
2017-06-09 01:06 2017-06-06 LANGER JACK Director SELL $137.04 9,000 $1,233,360 14,883 -37.7%
2017-06-07 01:11 2017-06-05 Krouse George R Jr Director OPT+S $138.43 187 $25,886 10,000 0.0%
2017-05-31 01:36 2017-05-25 SILBERSTEIN JASON V Officer - EVP - Site Leasing OPT+S $136.32 48,930 $6,670,138 13,792 0.0%
2017-05-20 01:18 2017-05-18 CARR BRIAN C Director OPT+S $132.54 3,475 $460,577 3,051 0.0%
2017-05-20 01:06 2017-05-17 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $133.76 94,289 $12,612,087 269,695 -25.9%
2017-05-09 01:09 2017-05-04 Ciarfella Mark R Officer - EVP - Operations OPT+S $129.03 15,147 $1,954,452 11,748 0.0%
2017-03-14 01:20 2017-03-10 BEEBE KEVIN L Director OPT+S $118.12 570 $67,328 8,527 0.0%
2017-03-10 02:09 2017-03-07 Krouse George R Jr Director OPT+S $115.42 681 $78,601 9,000 0.0%
2017-03-10 02:06 2017-03-07 CARR BRIAN C Director SELL $115.86 1,649 $191,053 2,197 -42.9%
2017-03-08 03:10 2017-03-06 Ciarfella Mark R Officer - EVP - Operations OPT+S $115.00 11,346 $1,304,790 11,748 0.0%
2016-09-20 02:21 2016-09-15 COCROFT DUNCAN Director BUY $109.14 500 $54,570 82,805 +0.6%
2016-08-12 01:35 2016-08-09 SILBERSTEIN JASON V Officer - EVP - Site Leasing OPT+S $115.83 22,192 $2,570,471 9,973 0.0%
2016-08-12 01:35 2016-08-09 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $116.20 100,000 $11,619,870 322,684 0.0%
2016-08-12 01:34 2016-08-09 Krouse George R Jr Director OPT+S $115.84 1,565 $181,290 9,000 0.0%
2016-06-18 01:32 2016-06-16 COCROFT DUNCAN Director BUY $100.16 1,000 $100,160 82,125 +1.2%
2016-03-18 01:25 2016-03-15 Ciarfella Mark R Officer - EVP - Operations OPT+S $95.50 3,950 $377,225 9,766 0.0%
2015-12-19 02:21 2015-12-17 SILBERSTEIN JASON V Officer - EVP - Site Leasing OPT+S $101.20 49,491 $5,008,489 10,973 0.0%
2015-12-04 02:36 2015-12-01 COCROFT DUNCAN Director OPT+S $109.30 1,391 $152,036 75,226 0.0%
2015-08-20 01:57 2015-08-18 Krouse George R Jr Director OPT+S $126.67 1,916 $242,700 7,550 0.0%
2015-08-20 01:53 2015-08-17 BAGWELL KURT L Officer - EVP; Pres. - International OPT+S $127.77 19,735 $2,521,541 86,081 0.0%
2015-08-20 01:46 2015-08-17 Lazarus Brian D Officer - SVP & Chief Accounting Officer OPT+S $127.91 9,163 $1,172,039 6,163 0.0%
2015-06-20 01:37 2015-06-18 Ciarfella Mark R Officer - EVP - Operations OPT+S $120.13 20,852 $2,504,951 7,490 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.