ADC insider buying and SEC filings, explained
Agree Realty Corp. · CIK 917251
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$9.9M
Insiders who bought
6
Sold (not marked 10b5-1)
$0
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 21, 2026 | Purchase (code P) | Craig Erlich (Chief Growth Officer) bought 1,000 shares at $67.55 ($68K), reported as a purchase (code P). Holdings up 2% to 60,388 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 23, 2026 |
| Sep 16, 2026 | Purchase (code P) | John Rakolta Jr. (Director) bought 20,000 shares at about $68.78 ($1.4M), reported as a purchase (code P). Holdings up 3% to 654,602 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 17, 2026 |
| Sep 16, 2026 | Purchase (code P) | Joey Agree (CEO and Director) bought 7,360 shares at about $68.06 ($501K), reported as a purchase (code P). Holdings up 1% to 682,465 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 17, 2026 |
| Aug 31, 2026 | Purchase (code P) | John Rakolta Jr. (Director) bought 10,000 shares at about $72.42 ($724K), reported as a purchase (code P). Holdings up 2% to 632,197 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 2, 2026 |
| Aug 27–28, 2026 | Purchase (code P) | John Rakolta Jr. (Director) bought 20,136 shares between Aug 27 and Aug 28 at about $73.23 ($1.5M), reported as a purchase (code P). Holdings up 3% to 622,197 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 31, 2026 |
| Jun 4, 2026 | Purchase (code P) | Richard Agree (Chair and Director) bought 5,000 shares indirectly (by spouse) at $71.41 ($357K), reported as a purchase (code P). Holdings by spouse up 6% to 90,512 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 8, 2026 |
| May 15, 2026 | Purchase (code P) | John Rakolta Jr. (Director) bought 20,000 shares at $74.57 ($1.5M), reported as a purchase (code P). Holdings up 3% to 595,798 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 19, 2026 |
| May 14, 2026 | Purchase (code P) | Greg Lehmkuhl (Director) bought 750 shares at $75.09 ($56K), reported as a purchase (code P). Holdings up 2% to 34,465 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 18, 2026 |
| May 14, 2026 | Purchase (code P) | Joey Agree (CEO and Director) bought 13,295 shares at about $75.41 ($1.0M), reported as a purchase (code P). Holdings up 2% to 675,105 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 18, 2026 |
| Apr 1, 2026 | Purchase (code P) | John Rakolta Jr. (Director) bought 146 shares indirectly (by spouse) at $75.69 ($11K), reported as a purchase (code P). New position of 146 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Apr 3, 2026 |
| Jan 9, 2026 | Purchase (code P) | Peter Coughenour (CFO) bought 500 shares at $69.80 ($35K), reported as a purchase (code P). Holdings up 3% to 18,544 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 13, 2026 |
| Jan 9, 2026 | Purchase (code P) | Richard Agree (Chair and Director) bought 24,000 shares indirectly (by trust) at about $70.67 ($1.7M), reported as a purchase (code P). Holdings by trust up 18% to 159,855 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 12, 2026 |
| Dec 24, 2025 | Purchase (code P) | John Rakolta Jr. (Director) bought 15,000 shares at about $72.18 ($1.1M), reported as a purchase (code P). Holdings up 3% to 562,606 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 29, 2025 |
23 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
3 insiders bought in 30 days
$4.1M in purchases since Aug 28, 2026 · Purchases traded Aug 28, 2026 to Sep 21, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| John Rakolta Jr. (Director) | $1.5M | Aug 28, 2026 | SEC filing |
| John Rakolta Jr. (Director) | $724K | Aug 31, 2026 | SEC filing |
| Joey Agree (CEO) | $501K | Sep 16, 2026 | SEC filing |
| John Rakolta Jr. (Director) | $1.4M | Sep 16, 2026 | SEC filing |
| Craig Erlich (Chief Growth Officer) | $68K | Sep 21, 2026 | SEC filing |
4 insiders bought in 30 days
$2.9M in purchases since May 14, 2026 · Purchases traded May 14, 2026 to Jun 4, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| Joey Agree (CEO) | $1.0M | May 14, 2026 | SEC filing |
| Greg Lehmkuhl (Director) | $56K | May 14, 2026 | SEC filing |
| John Rakolta Jr. (Director) | $1.5M | May 15, 2026 | SEC filing |
| Richard Agree (Chair) | $357K | Jun 4, 2026 | SEC filing |
3 insiders bought in 30 days
$2.8M in purchases since Dec 24, 2025 · Purchases traded Dec 24, 2025 to Jan 9, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| John Rakolta Jr. (Director) | $1.1M | Dec 24, 2025 | SEC filing |
| Richard Agree (Chair) | $1.7M | Jan 9, 2026 | SEC filing |
| Peter Coughenour (CFO) | $35K | Jan 9, 2026 | SEC filing |
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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