Welcome to our dedicated page for Agree Rlty SEC filings (Ticker: ADC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Agree Realty Corporation's SEC filings document the reporting framework of a Maryland retail net lease REIT that operates through Agree Limited Partnership. Form 8-K filings furnish operating results, supplemental financial metrics, investor presentations, weighted-average share calculations, OP Unit disclosures, and Regulation FD updates on portfolio and investment activity.
The filing record also covers capital structure and financing matters, including at-the-market equity programs, forward sale arrangements, common stock, depositary shares representing Series A preferred stock, unsecured credit facilities and term loan agreements. Proxy materials disclose board governance, executive compensation, shareholder voting matters and equity award information.
Agree Realty Corp director John Rakolta Jr. reported buying 20,000 common shares in an open-market purchase at $74.57 per share. After this transaction, he directly owns 595,797.76 common shares and indirectly holds 146 shares through his wife. A footnote notes that 2,003.48 of his directly owned shares were acquired under a dividend reinvestment plan since his last ownership report.
Frankel Merrie S. reported acquisition or exercise transactions in this Form 4 filing.
AGREE REALTY CORP director Merrie S. Frankel received a grant of 432 common shares as restricted stock that fully vested on the grant date. The grant was reported at a price of $0.00 per share, indicating equity compensation rather than a market purchase. Following this award, she directly holds 11,099 common shares. The filing also reports a direct holding of 400 Depositary Series A shares, shown as a position entry rather than a new transaction.
Dearing Karen reported acquisition or exercise transactions in this Form 4 filing.
Agree Realty Corp director Karen Dearing received a grant of 2,159 restricted stock units (RSUs) on May 14, 2026. The award was granted at no cash cost and is a form of equity compensation, not an open-market share purchase or sale.
The RSUs vest on May 14, 2027, with each unit representing a contingent right to receive one common share. Dearing elected to defer receipt of the common shares until her departure from the Board of Directors, and her direct holdings after this grant total 15,616 common shares.
Agree Realty Corp director Linglong He reported two equity awards of Common Shares. On May 14, 2026, He acquired 1,328 shares at an award value of $75.28 per share and 2,159 restricted stock units as part of board compensation rather than cash fees.
The RSUs vest on May 14, 2027, with each unit converting into one common share, and He has elected to defer receiving the related shares until departing the Board. The filing also notes additional shares accumulated through a dividend reinvestment plan since the prior ownership report.
AGREE REALTY CORP director Michael Hollman reported a compensation-related equity grant. He acquired 2,159 common shares in the form of restricted stock units (RSUs) on May 14, 2026, reported at $0.00 per share, reflecting a grant or award rather than a market purchase.
The RSUs vest on May 14, 2027, and each RSU will convert into one common share at settlement. Hollman has elected to defer receipt of the shares until his departure from the Board of Directors. After this grant, his direct holdings total 10,337.247 common shares, including 292.293 shares accumulated through a dividend reinvestment plan since his prior ownership filing.
Agree Realty Corp director Michael Judlowe reported equity-based compensation in the form of common shares. On May 14, 2026, he acquired 1,328 common shares at $75.28 per share and 2,159 common shares at a stated price of $0.00, both classified as grants or awards rather than open-market purchases.
Footnotes explain these are restricted stock units (RSUs) that vest on May 14, 2027, with each RSU delivering one common share. Judlowe elected to defer receipt of the shares until his departure from the Board and to receive a portion of his annual Board fee in RSUs instead of cash. After these grants, he held 15,317 common shares directly and 100 common shares indirectly through his wife.
AGREE REALTY CORP director John Rakolta Jr reported equity-based compensation in the form of company stock. On May 14, 2026, he received two awards of common shares, classified as grant or award acquisitions rather than open-market purchases or sales.
One award was 1,328 common shares at $75.28 per share, and another was 2,159 restricted common shares at $0.00 per share. The restricted stock vests on May 14, 2027, and reflects his election under the Board compensation plan to receive a portion of his annual fee in restricted common stock instead of cash. Following these awards, he held 572,466.2800 common shares directly, plus 146 common shares indirectly held by his wife, including 1,920.183 shares accumulated through a dividend reinvestment plan since his prior ownership report.
Rossi Jerome R reported acquisition or exercise transactions in this Form 4 filing.
AGREE REALTY CORP director Jerome R. Rossi received an equity award of 2,159 restricted stock units. The RSUs were granted as of May 14, 2026 and each unit represents a contingent right to receive one common share, rather than an immediate cash transaction or open-market purchase.
The RSUs vest on May 14, 2027, adding a time-based service condition before shares are delivered. Rossi voluntarily elected to defer receipt of the common shares issuable upon settlement of these RSUs until his departure from the Board of Directors. Following this award, he holds 12,351 common shares directly as reported in the filing.
Agree Realty Corp director Greg Lehmkuhl increased his stake through a mix of open‑market buying and equity compensation. He purchased 750 common shares in the open market at $75.09 per share. On the same date he also received 4,318 restricted stock units (RSUs) as board compensation, which vest on May 14, 2027, with settlement in common shares deferred until his departure from the Board. Footnotes note that this holding includes 1,713.104 shares acquired through the company’s dividend reinvestment plan since his last ownership filing.
Agree Realty Corp President and CEO Joey Agree reported a direct open-market purchase of 13,295 common shares on May 14, 2026 at a weighted average price of $75.41 per share. Following this transaction, he directly owns 675,105 common shares. The filing also notes 3,962 common shares held indirectly by his children, reflecting additional family-related ownership.