John Jr Rakolta

Director Rakolta buys 20,000 ADC shares at $74.57; cluster buy with 2 others in 14 days; same-ticker timing: 4 of 5 prior buys well-timed at 90d.

John Jr Rakolta, a Director, purchased 20,000 shares at $74.57 on 2026-05-15, raising his holdings to 595,797 shares. This transaction is part of a cluster buy pattern—2 other insiders also purchased within the past 14 days—suggesting coordinated board-level confidence. His same-ticker history at ADC shows 4 of 5 prior buys were well-timed at the 90-day mark, indicating he has demonstrated judgment in selecting entry points at this company. However, the current price of $75.59 is -7.9% from the 52-week high, and ADC has declined -4.9% over 30 days, suggesting this buy enters against recent negative momentum. The company's fundamentals remain solid (Revenue $200,807,000.00, Net income $62,051,000.00, Annual revenue growth +16.4%), though the P/E of 41.31 reflects a premium valuation relative to near-term earnings.

Director Rakolta buys 146 ADC shares at $75.69; stock down 6.5% since transaction, but prior buys at this ticker averaged +4.2% at 90 days.

Director John Rakolta Jr. initiated a position in Agree Realty with a purchase of 146 shares at $75.69 on 2026-04-01, bringing his holdings from 0 to 146 shares. While the stock has declined 6.5% from the transaction price (current price $76.61, which is -6.5% from 52-week high), his prior four measurable purchases at ADC showed a pattern of favorable 90-day outcomes, averaging +4.2% across those prior trades—suggesting a track record of buying at opportune moments at this specific ticker. The company's fundamentals remain solid with FY revenue growth of +16.4%, net income of $52.1M on $183.2M quarterly revenue, and a market cap of $9.2B. The timing and context of this initiation warrant observation as the stock is down from its recent highs, though the insider's historical execution at this ticker suggests potential longer-term perspective.

Director Rakolta buys 15,000 shares of ADC at $72.18; holds 562.6K shares post-transaction (+2.7%)

Director John Rakolta Jr. purchased 15,000 shares for $1.1M on 2025-12-24 at $72.18, increasing his holdings to 562.6K shares. At $72.56 current price, the stock is -3.5% over 30 days but +2.1% over 90 days. Rakolta's same-ticker history at ADC shows a strong timing pattern: of the 4 prior measurable ADC purchases, 3 resulted in positive 90-day returns (+7.7%, +0.9%, and +8.4%), suggesting disciplined accumulation. His cross-ticker track record shows 62.50% 90-day win rate with +3.6% average 90-day return. The company has solid fundamentals (14.8% annual revenue growth, $183.2M latest quarterly revenue, $52.1M net income) but trades at a high P/E of 43.19, which limits near-term upside catalysts visible in the filing.

Director Rakolta bought 25,154 shares of ADC at $70.41 (Oct 7); cluster pattern with 2 other insiders in 14 days; +4.8% position increase.

Director John Rakolta Jr. purchased 25,154 shares at $70.41, increasing his holdings to 553,700 shares, a +4.8% increase versus his pre-transaction level. This transaction is part of a cluster pattern, with 2 other insiders also buying ADC within the past 14 days, suggesting coordinated accumulation activity. Rakolta's same-ticker trading history at ADC shows 4 of his 5 prior buys were well-timed at the 90-day mark, with average 90-day returns of +7.9% across those trades, though his most recent buy at this ticker (June 2025) produced a 90-day return of -2.7%. The stock currently trades at $70.60, only -10.8% from its 52-week high of $79.12, and the company reports strong fundamentals with $175.5M revenue in the latest quarter, net income of $49.2M, and annual revenue growth of +14.8%, though the P/E of 42.02 reflects elevated valuation expectations.

Director Rakolta buys 10,000 ADC shares at $74.34; holdings reach 521.2K; 4 of 4 prior ADC buys had positive 90d returns

John Rakolta Jr., a director of Agree Realty Corp, purchased 10,000 shares at $74.34 on June 11, 2025, expanding his holdings to 521.2K shares. His prior four trades at ADC have all delivered positive 90-day returns, ranging from +7.7% to +22.8%, establishing a consistent pattern of favorable timing at this specific ticker. The current price of $74.55 sits near the transaction price and within the 52-week trading range, with the stock up 2.9% over 30 days but down 3.0% over 90 days, indicating recent momentum after earlier weakness. The company's fundamentals show solid execution: $169.2M in latest quarterly revenue, $47.0M net income, and 14.8% annual revenue growth, though the P/E of 42.84 reflects elevated market expectations.

Director John Rakolta Jr. purchased 28,080 shares of ADC at $71.30 (Apr 2025), raising holdings to 507,809 shares; prior 5 buys at ticker 100% well-timed.

Director Rakolta purchased 28,080 shares on 2025-04-08 at $71.30, expanding his position by 5.9% to 507,809 shares. This marks his sixth open-market purchase of ADC; his prior five transactions at this ticker were uniformly well-timed at the 90-day horizon, with returns ranging from +7.0% to +22.8%. The company shows solid fundamentals with $154.3M in latest-quarter revenue, $44.4M net income, and +14.8% annual revenue growth, though the stock trades at a P/E of 37.41 and is currently -6.0% from its 52-week high. The timing and size of this purchase, coupled with a flawless 90-day execution record at this specific ticker, merit investor attention.

Director John Rakolta Jr. bought 30,275 shares of ADC for $2,126,640.75 across 2 transactions; prior 5 buys all well-timed at 90-day mark.

Director John Rakolta Jr. executed 2 separate purchases totaling 30,275 shares for $2,126,640.75 at blended average price $70.24, increasing his holdings by 6.9% to 472,195 shares post-transaction. This activity is notable because his prior 5 open-market purchases at ADC (dating back to February 2024) all demonstrated positive 90-day returns ranging from 5.8% to 22.8%, establishing a pattern of well-timed entry points at this ticker. The current price of $70.81 is 8.8% below the 52-week high and down 8.0% over 30 days, providing a materially lower entry point than the recent peak, yet the stock's 25.0% annual revenue growth and $44.4M net income suggest underlying operational strength despite recent price weakness. Investors should track whether this pattern of well-timed accumulation continues or whether current price momentum represents a meaningful departure from his historical execution at ADC.