Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGREE REALTY CORPADC · Entity 329 | Director · PRESIDENT & CEO | 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 | 682,465 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Purchase · Acquired 7,360 · Balance 682,465 F1: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $67.97 to $68.13. 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. |
| Common SharesSEC Table I · non-derivative | IndirectBy children | 3,962 |
Reported balance
Holding disclosure · report date 2026-09-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,962 |
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 $67.97 to $68.13. 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.
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 |
|---|---|---|---|---|---|---|
| January 21, 2019 Filed Jan 23, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 3,768 | $61.70 | $232,485.60 |
DisclosureSEC source: 0001638599-19-000105 · doc4_5877.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,948 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon the vesting of 8,643 Common Shares. Read SEC document |
| January 10, 2019 Filed Jan 11, 2019 21:05 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 3,911 | $60.74 | $237,554.14 |
DisclosureSEC source: 0001638599-19-000082 · doc4_5869.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,716 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon the vesting of 8,726 Common Shares. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 55,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-18-000275 · doc4_5280.xml · nonDerivative · entry 2 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,251 F2 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 11,050, 11,050, 11,050, 11,049 and 11,049 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2019, February 23, 2020, February 23, 2021, February 23, 2022 and February 23, 2023, respectively. Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 21:01 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 8,221 | $47.73 | $392,388.33 |
DisclosureSEC source: 0001638599-18-000275 · doc4_5280.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,003 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 18,856 Common Shares. Read SEC document |
| February 23, 2018 Filed Mar 8, 2018 21:01 UTC Amendment | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 27,624 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-18-000317 · doc4a_5286.xml · nonDerivative · entry 2 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360,627 F2 · shares: These shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 5,525, 5,525, 5,525, 5,525 and 5,524 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the issuer, on February 23, 2019, February 23, 2020, February 23, 2021, February 23, 2022, and February 23, 2023, respectively. In addition, 27,624 performance shares were also granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. Read SEC document |
| February 23, 2018 Filed Mar 8, 2018 21:01 UTC Amendment | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 8,221 | $47.73 | $392,388.33 |
DisclosureSEC source: 0001638599-18-000317 · doc4a_5286.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333,003 F1 · shares: Represents Common Shares withheld by the Issuer as payment of tax withholding due upon vesting of 18,856 Common Shares. Read SEC document |
| January 25, 2018 Filed Jan 29, 2018 14:30 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 11,184 | $49.48 | $553,384.32 |
DisclosureSEC source: 0001638599-18-000094 · doc4_5210.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,224 F1 · shares: Represents Common Shares sold to the Issuer as payment of tax withholding due upon vesting of 25,369 Common Shares. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 11:30 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 3,961 | $48.62 | $192,583.82 |
DisclosureSEC source: 0001638599-17-000216 · doc4_4561.xml · nonDerivative · entry 2 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,408 F2 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 8,573 Common Shares. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 11:30 UTC | AGREE REALTY CORP ADC · Entity 329 | GrantCommon Shares | 51,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001638599-17-000216 · doc4_4561.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,369 F1 · shares: All of these shares are restricted common shares that were granted to the reporting person by the Issuer's Compensation Committee of the Board of Directors. 10,284, 10,284, 10,284, 10,284 and 10,283 of these shares shall become vested and nonforfeitable, subject to the reporting person's continued service as an employee of the Issuer, on February 23, 2018, February 23, 2019, February 23, 2020, February 23, 2021 and February 23, 2022, respectively. Read SEC document |
| January 21, 2017 Filed Jan 23, 2017 22:15 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 3,993 | $45.99 | $183,638.07 |
DisclosureSEC source: 0001638599-17-000093 · doc4_4487.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,950 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 8,643 Common Shares. Read SEC document |
| January 16, 2017 Filed Jan 18, 2017 11:30 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 3,696 | $45.79 | $169,239.84 |
DisclosureSEC source: 0001638599-17-000056 · doc4_4470.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,943 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 8,000 Common Shares. Read SEC document |
| January 10, 2017 Filed Jan 11, 2017 22:00 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 4,031 | $45.71 | $184,257.01 |
DisclosureSEC source: 0001638599-17-000054 · doc4_4467.xml · nonDerivative · entry 2 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,639 F2 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 8,726 Common Shares. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 22:00 UTC | AGREE REALTY CORP ADC · Entity 329 | Tax withholdingCommon Shares | 3,829 | $45.93 | $175,865.97 |
DisclosureSEC source: 0001638599-17-000054 · doc4_4467.xml · nonDerivative · entry 1 Agree Joey · CIK 0001348490 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,670 F1 · shares: Represents Common Shares sold to the issuer as payment of tax withholding due upon vesting of 8,000 Common Shares. 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.