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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, %
2015-05-01 01:30 2015-04-28 Lazarus Brian D Officer - SVP & Chief Accounting Officer SELL $118.47 454 $53,785 5,709 -7.4%
2015-03-19 02:36 2015-03-16 BAGWELL KURT L Officer - EVP; Pres. - International SELL $119.00 5,974 $710,906 84,494 -6.6%
2014-12-17 02:33 2014-12-12 COCROFT DUNCAN Director BUY $109.83 500 $54,915 70,524 +0.7%
2014-11-27 05:57 2014-11-24 SILBERSTEIN JASON V Officer - EVP - Site Leasing OPT+S $117.24 14,230 $1,668,325 8,435 0.0%
2014-09-12 01:37 2014-09-09 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $112.20 30,000 $3,366,081 539,863 0.0%
2014-08-14 01:41 2014-08-11 BEEBE KEVIN L Director OPT+S $109.56 15,000 $1,643,400 5,024 0.0%
2014-08-09 01:50 2014-08-06 CARR BRIAN C Director OPT+S $107.06 2,576 $275,787 2,404 0.0%
2014-08-02 01:19 2014-07-31 Krouse George R Jr Director SELL $106.99 2,000 $213,980 6,101 -24.7%
2014-07-12 01:30 2014-07-10 Ciarfella Mark R Officer - EVP - Operations OPT+S $105.26 5,673 $597,140 5,149 0.0%
2014-03-15 01:57 2014-03-12 HUNT THOMAS P Officer - Executive VP/General Counsel OPT+S $95.07 63,912 $6,076,114 19,025 0.0%
2014-03-14 01:32 2014-03-11 Ciarfella Mark R Officer - EVP - Operations OPT+S $95.97 7,192 $690,216 5,149 0.0%
2014-03-08 03:02 2014-03-07 BAGWELL KURT L Officer - EVP; Pres. - International OPT+S $95.26 47,505 $4,525,326 86,294 0.0%
2014-03-07 02:36 2014-03-06 Ciarfella Mark R Officer - EVP - Operations OPT+S $95.75 3,570 $341,828 5,149 0.0%
2014-03-05 02:42 2014-02-28 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $95.59 100,000 $9,558,600 275,330 -26.6%
2013-11-09 02:26 2013-11-07 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $91.66 9,319 $854,180 2,568 0.0%
2013-09-19 01:32 2013-09-16 Cavanagh Brendan Thomas Officer - Senior Vice President & CFO OPT+S $77.04 101,628 $7,829,421 6,628 0.0%
2013-05-04 01:30 2013-05-03 SILBERSTEIN JASON V Officer - SVP - Property Management OPT+S $79.73 30,407 $2,424,350 12,579 0.0%
2013-05-04 01:28 2013-05-02 Ciarfella Mark R Officer - SVP - Operations OPT+S $79.53 10,762 $855,902 3,287 0.0%
2013-03-07 03:34 2013-03-05 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $73.03 6,413 $468,341 2,166 0.0%
2013-03-07 03:32 2013-03-05 Ciarfella Mark R Officer - SVP - Operations OPT+S $72.85 7,304 $532,096 2,653 0.0%
2013-03-07 03:27 2013-03-05 BAGWELL KURT L Officer - President - International OPT+S $73.08 52,975 $3,871,535 79,459 0.0%
2012-12-15 02:29 2012-12-12 SILBERSTEIN JASON V Officer - SVP - Property Management OPT+S $69.28 44,413 $3,076,933 9,711 0.0%
2012-12-08 02:35 2012-12-07 HUNT THOMAS P Officer - Sr. VP/General Counsel OPT+S $68.76 156,395 $10,753,720 4,902 0.0%
2012-12-07 02:50 2012-12-04 LANGER JACK Director SELL $68.75 10,000 $687,500 29,810 -25.1%
2012-12-01 03:29 2012-11-30 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $68.83 3,002 $206,628 1,353 0.0%
2012-12-01 03:25 2012-11-29 Ciarfella Mark R Officer - SVP - Operations OPT+S $68.25 3,655 $249,454 1,520 0.0%
2012-11-29 03:00 2012-11-26 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $67.53 120,000 $8,103,144 519,863 0.0%
2012-11-21 02:53 2012-11-19 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $67.06 2,046 $137,205 1,353 0.0%
2012-11-14 02:29 2012-11-09 Krouse George R Jr Director OPT+S $66.80 1,000 $66,800 0 0.0%
2012-11-10 03:11 2012-11-08 BAGWELL KURT L Officer - President - International SELL $67.50 18,200 $1,228,500 76,729 -19.2%
2012-08-31 02:01 2012-08-28 Cavanagh Brendan Thomas Officer - Senior Vice President & CFO OPT+S $60.08 93,639 $5,626,065 3,141 0.0%
2012-08-18 00:08 2012-08-15 CARR BRIAN C Director OPT+S $60.97 15,763 $961,070 1,641 0.0%
2012-08-18 00:07 2012-08-15 SILBERSTEIN JASON V Officer - SVP - Property Management OPT+S $61.31 37,497 $2,298,941 3,121 0.0%
2012-06-28 02:08 2012-06-25 Ciarfella Mark R Officer - SVP - Operations OPT+S $56.00 18,313 $1,025,528 1,520 0.0%
2012-06-28 02:07 2012-06-25 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $56.00 7,035 $393,960 1,353 0.0%
2012-05-25 02:01 2012-05-22 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres SELL $50.72 100,000 $5,072,400 196,972 -33.7%
2012-05-05 02:46 2012-05-03 BAGWELL KURT L Officer - President - International OPT+S $54.88 116,533 $6,395,331 98,929 0.0%
2012-05-04 02:07 2012-05-01 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $55.00 5,675 $312,125 1,353 0.0%
2012-04-28 02:39 2012-04-26 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $53.00 3,485 $184,705 1,353 0.0%
2012-04-14 02:18 2012-04-12 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $52.00 11,630 $604,760 1,353 0.0%
2012-03-17 02:07 2012-03-16 SILBERSTEIN JASON V Officer - SVP - Property Management OPT+S $50.30 15,407 $774,972 3,121 0.0%
2012-03-10 03:20 2012-03-09 Ciarfella Mark R Officer - SVP - Operations OPT+S $49.65 7,303 $362,594 1,520 0.0%
2012-03-10 03:18 2012-03-09 Krouse George R Jr Director OPT+S $49.63 7,630 $378,677 3,672 0.0%
2012-03-10 02:55 2012-03-09 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $49.71 4,003 $198,977 1,353 0.0%
2012-03-02 03:04 2012-02-28 Lazarus Brian D Officer - VP & Chief Accounting Officer OPT+S $46.73 1,603 $74,908 457 0.0%
2011-12-30 03:00 2011-12-27 Ciarfella Mark R Officer - SVP - Operations OPT+S $43.03 25,000 $1,075,750 529 0.0%
2011-12-03 03:17 2011-12-02 SILBERSTEIN JASON V Officer - SVP - Property Management OPT+S $41.01 30,814 $1,263,682 1,022 0.0%
2011-11-18 03:02 2011-11-15 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $39.50 100,000 $3,950,000 257,303 0.0%
2011-11-05 02:11 2011-11-03 BAGWELL KURT L Officer - President - International OPT+S $40.12 70,987 $2,847,998 95,919 0.0%
2011-08-12 02:32 2011-08-09 STOOPS JEFFREY Director, Officer - Chief Executive Officer & Pres OPT+S $33.85 50,000 $1,692,500 340,386 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.