Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | Director | September 16, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AGREE REALTY CORP
Report date September 16, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 654,602.102 |
Reported balance
After 2026-09-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-16 · Purchase · Acquired 20,000 · Balance 654,602.102 F1: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.74 to $68.81. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the footnote. F2: Includes 2,405.098 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by the Reporting Person. |
| Common SharesSEC Table I · non-derivative | IndirectBy wife | 146 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 146 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.74 to $68.81. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities & Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in the footnote.
F2: Includes 2,405.098 shares acquired under a dividend reinvestment plan since the last Statement of Changes in Beneficial Ownership filed by the Reporting Person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 28, 2018 Filed Jan 2, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 162 | $59.39 | $9,621.18 |
DisclosureSEC source: 0001638599-19-000002 · doc4_5837.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,678 Read SEC document |
| December 28, 2018 Filed Feb 8, 2019 21:06 UTC | AGREE REALTY CORP ADC · Entity 329 | GiftCommon Shares | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-19-000195 · doc5_5881.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,678 Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 12:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 3,274 | $54.69 | $179,055.06 |
DisclosureSEC source: 0001638599-18-001084 · doc4_5679.xml · nonDerivative · entry 2 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 208,516 F1 · balance_after: The total number of common shares beneficially owned by the reporting person has been adjusted to reconcile to the reporting person's records. Read SEC document |
| September 05, 2018 Filed Sep 6, 2018 12:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 10,000 | $54.84 | $548,400.00 |
DisclosureSEC source: 0001638599-18-001084 · doc4_5679.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,242 F1 · balance_after: The total number of common shares beneficially owned by the reporting person has been adjusted to reconcile to the reporting person's records. Read SEC document |
| July 24, 2018 Filed Jul 27, 2018 20:08 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 220 | $52.65 | $11,583.00 |
DisclosureSEC source: 0001638599-18-000844 · doc4_5557.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 195,242 Read SEC document |
| March 02, 2018 Filed Mar 5, 2018 12:45 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 5,000 | $47.00 | $235,000.00 |
DisclosureSEC source: 0001638599-18-000290 · doc4_5291.xml · nonDerivative · entry 2 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,933 Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 10,000 | $47.17 | $471,700.00 |
DisclosureSEC source: 0001638599-18-000281 · doc4_5287.xml · nonDerivative · entry 2 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,933 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 12:45 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 5,000 | $47.02 | $235,100.00 |
DisclosureSEC source: 0001638599-18-000290 · doc4_5291.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,933 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 2,500 | $47.27 | $118,175.00 |
DisclosureSEC source: 0001638599-18-000281 · doc4_5287.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,933 Read SEC document |
| November 30, 2017 Filed Nov 30, 2017 21:21 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 3,300 | $49.67 | $163,911.00 |
DisclosureSEC source: 0001638599-17-001179 · doc4_5098.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 172,433 Read SEC document |
| May 04, 2017 Filed May 4, 2017 20:05 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 10,000 | $44.82 | $448,200.00 |
DisclosureSEC source: 0001638599-17-000405 · doc4_4684.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169,133 Read SEC document |
| March 09, 2017 Filed Mar 10, 2017 22:00 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 649 | $46.24 | $30,009.76 |
DisclosureSEC source: 0001638599-17-000264 · doc4_4603.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,133 F1 · shares: Payment of annual fee for serving on the Board of Directors of Agree Realty Corporation in 2016. Read SEC document |
| October 26, 2016 Filed Oct 27, 2016 11:00 UTC | AGREE REALTY CORP ADC · Entity 329 | PurchaseCommon Shares | 12,000 | $47.50 | $570,000.00 |
DisclosureSEC source: 0001638599-16-001472 · doc4_4270.xml · nonDerivative · entry 1 RAKOLTA JOHN JR · CIK 0001528153 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,484 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.