Insider Tracker SEC Form 4 insider trades
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ADC

AGREE REALTY CORP

Real Estate Real Estate Investment Trusts Market cap: $8.2B All insider activity → Quote and statistics → Sign in to watch ADC Sign in to set a price alert

AI summary Insider buying cluster follows solid Q1 financial results and increased dividend

75
Insider Score Band 60–79
Research score
66
AI adjustment
+9

Research score, not a recommendation.

Total bought$2.9M4 Form 4 purchases
Distinct insiders4open-market buyers
Lead insiderAgree JoeyCEO
Cluster window2026-05-14 → 2026-06-04active

Market data

Live quote and chart from Yahoo Finance, loaded through this server. Insider purchases are marked on the chart.

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Why this score

Research score: a weighted blend of the five factors, times the routine and offering discounts, minus the selling penalty.

Breadth number & diversity of participating insiders
63%
Seniority executive rank of buyers (CEO/CFO/Director)
91%
Commitment purchase size relative to company & holdings
39%
Context buying into stock weakness signals conviction
28%
Timing coordinated purchases within a tight window
88%
Routine-purchase discount × 1.00
Company-type / offering discount × 1.00
Net insider selling penalty − 0

Why are they buying?

AI · discretionary · catalyst credible · documented

The open-market purchases by the CEO, Chairman, and multiple directors occurred shortly after the company released strong first-quarter 2026 financial results showing growth in Core FFO and AFFO per share, alongside a dividend increase. Insiders likely stepped in to acquire shares following these positive operational updates.

Agree Realty reported a 19.1% increase in net income per share and an 8.1% increase in Core FFO per share for the first quarter of 2026, while also raising its monthly dividend.

Stock Price & Insider Purchase History

Daily close price with open-market insider purchases plotted over time

Loading price history…

Transactions

4 Form 4 trades · 4 insiders Sign in to download CSV
Purchases in this cluster, grouped by insider, largest first
Date Insider Role Shares Price Value Filing
2026-05-15 RAKOLTA JOHN JR 32 purchases with a 63-day result · median +1.3% Director 20,000 $74.57 $1.5M SEC filing for RAKOLTA JOHN JR (opens in a new tab)
2026-05-14 Agree Joey 20 purchases with a 63-day result · median -2.8% CEO 13,295 $75.41 $1.0M SEC filing for Agree Joey (opens in a new tab)
2026-06-04 AGREE RICHARD 11 purchases with a 63-day result · median +3.8% Chair 5,000 $71.41 $357.1K SEC filing for AGREE RICHARD (opens in a new tab)
2026-05-14 Lehmkuhl Greg 14 purchases with a 63-day result · median -3.5% Director 750 $75.09 $56.3K SEC filing for Lehmkuhl Greg (opens in a new tab)
Total $2.9M

Other buying runs at ADC

A run ends after a pause in the buying, so one company can have several. Returns are the stock's return minus its benchmark's (IWM for small companies, SPY otherwise), from the first open after the run became a cluster. Past results, not a forecast.

After this run became a cluster: 21 days -4.1%63 days -4.5%126 days –

Other insider buying runs at this company, newest first, with the return against the benchmark that followed
Window Insiders Total Score 21 days63 days126 days Status
2026-08-27 → 2026-09-21 3 $4.1M 70 ––– active
2025-12-24 → 2026-01-09 3 $2.8M 50 +9.7%+9.5%+7.0% closed
2025-08-13 → 2025-10-07 4 $2.6M 59 +2.4%-2.3%+10.0% closed
2024-02-15 → 2024-03-14 4 $3.5M 67 +1.5%+8.0%+24.5% closed
2023-12-11 → 2024-01-10 4 $1.7M 64 -7.7%-18.8%-15.2% closed
2023-09-21 → 2023-10-02 3 $3.7M 65 +2.3%+3.6%-16.6% closed
2023-08-02 → 2023-08-15 5 $4.6M 73 -4.5%-4.2%-16.1% closed
2023-05-08 → 2023-05-26 5 $2.5M 68 -5.7%-11.1%-18.4% closed
2021-09-13 → 2021-10-08 6 $2.1M 64 +2.2%-3.4%-6.3% closed
2021-02-22 → 2021-03-03 6 $3.9M 71 +3.2%+5.5%+1.5% closed
2020-03-09 → 2020-04-03 5 $295.5K 45 -11.9%-9.0%-21.2% closed
2019-12-09 → 2019-12-17 4 $1.7M 49 +3.7%+6.8%+1.0% closed