Insider and congress filings
SBA Communications Corporation (SBAC)
About SBA Communications Corporation
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Real Estate
- Industry
- REIT - Specialty
- Chief executive
- Brendan Thomas Cavanagh
- Employees
- 1,844
- Listed since
- Jun 16, 1999
- Market value
- $19.8B
- Price to earnings
- 20.1
- Earnings per share
- $9.35
- Dividend yield
- 2.60%
Earnings
6 reported quarters · next on Nov 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Aug 3, 2026 | $1.87 | $1.85 | $715.3M | $706.0M | EPS in lineRevenue in line |
| Q1 FY2026reported Apr 29, 2026 | $1.74 | $1.78 | $703.4M | $696.2M | EPS missRevenue in line |
| Q4 FY2025reported Feb 26, 2026 | $3.47 | $3.89 | $719.6M | $725.8M | EPS missRevenue in line |
| Q3 FY2025reported Nov 3, 2025 | $3.32 | $3.04 | $732.3M | $714.1M | EPS beatRevenue beat |
| Q2 FY2025reported Aug 4, 2025 | $2.09 | $3.12 | $699.0M | $701.0M | EPS missRevenue in line |
| Q1 FY2025reported Apr 28, 2025 | $1.77 | $3.12 | $664.2M | $662.3M | EPS missRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Apr 9, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Brendan T. CavanaghPresident and Chief Executive Officer | $955K | $8.6M | $1.8M | $11.4M |
| Marc MontagnerExecutive Vice President and Chief Financial Officer | $665K | $3.4M | $703K | $4.7M |
| Joshua M. KoenigExecutive Vice President, Chief Administrative Officer | $560K | $2.6M | $623K | $3.8M |
| Richard M. CaneExecutive Vice President and President - International | $560K | $2.6M | $600K | $3.8M |
| Mark R. CiarfellaExecutive Vice President - U.S. Operations | $560K | $2.6M | $594K | $3.8M |
The summary compensation table from the 2025 proxy statement, current executives only. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Dodge & Cox | $2.2B | 12,323,254 | +2.0% | 11.63% |
| Blackrock, Inc. | $1.8B | 10,138,749 | +0.2% | 9.57% |
| Vanguard Portfolio Management LLC | $1.7B | 9,817,059 | +1.1% | 9.27% |
| Vanguard Capital Management LLC | $1.2B | 6,936,972 | +0.2% | 6.55% |
| State Street Corp | $903.3M | 5,119,264 | +3.2% | 4.83% |
| Cohen & Steers, Inc. | $573.1M | 3,247,729 | +3.7% | 3.07% |
| Geode Capital Management, LLC | $558.4M | 3,175,913 | +0.8% | 3.00% |
| Jpmorgan Chase & Co | $485.9M | 2,707,005 | -30.8% | 2.56% |
| Invesco Ltd. | $341.4M | 1,934,968 | -1.5% | 1.83% |
| Deutsche Bank Ag\ | $319.8M | 1,812,200 | +278.2% | 1.71% |
| Charles Schwab Investment Management Inc | $301.8M | 1,710,278 | +8.4% | 1.61% |
| Sixth Street Partners Management Company, L.P. | $301.8M | 1,710,278 | +100.0% | 1.61% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
1 filing of 282 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| George R. Krouse Jr.Director | Sold | 300 | $182.67 | $55K | Aug 17, 2026 | 2d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in SBAC
20 disclosures of 86 on record · median 27d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +2.6%S&P +2.7% · vs S&P 500 -0.1% | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +8.6%S&P +16.0% · vs S&P 500 -7.4% | Mar 23, 2026 | Apr 7, 2026 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +3.1%S&P +9.8% · vs S&P 500 -6.7% | Jan 9, 2026 | Feb 13, 2026 | 35d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -0.7%S&P +9.9% · vs S&P 500 -10.5% | Jan 13, 2026 | Feb 6, 2026 | 24d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | +1.8%S&P +11.1% · vs S&P 500 -9.3% | Jan 22, 2026 | Feb 6, 2026 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +0.8%S&P +11.1% · vs S&P 500 -10.3% | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +0.8%S&P +10.6% · vs S&P 500 -9.8% | Jan 22, 2026 | Feb 6, 2026 | 15d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -7.4%S&P +11.6% · vs S&P 500 -18.9% | Nov 12, 2025 | Dec 15, 2025 | 33d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.5%S&P +11.6% · vs S&P 500 -15.1% | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -0.9%S&P +13.9% · vs S&P 500 -14.9% | Oct 7, 2025 | Nov 6, 2025 | 30d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -4.4%S&P +11.8% · vs S&P 500 -16.1% | Oct 27, 2025 | Nov 6, 2025 | 10d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -4.7%S&P +15.7% · vs S&P 500 -20.5% | Sep 25, 2025 | Oct 22, 2025 | 27d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -6.6%S&P +16.1% · vs S&P 500 -22.8% | Sep 11, 2025 | Oct 22, 2025 | 41d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -5.6%S&P +17.8% · vs S&P 500 -23.4% | Sep 5, 2025 | Oct 3, 2025 | 28d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -14.7%S&P +18.2% · vs S&P 500 -32.8% | Aug 26, 2025 | Sep 9, 2025 | 14d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -21.8%S&P +23.4% · vs S&P 500 -45.2% | Jul 1, 2025 | Aug 7, 2025 | 37d |
| Jefferson Shreve | Stock | Sale | $50,001 - $100,000 | -18.7%S&P +30.8% · vs S&P 500 -49.5% | May 12, 2025 | Jun 22, 2025 | 41d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -20.7%S&P +28.2% · vs S&P 500 -48.9% | May 19, 2025 | Jun 10, 2025 | 22d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -15.3%S&P +35.9% · vs S&P 500 -51.2% | Apr 1, 2025 | May 14, 2025 | 43d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -18.5%S&P +44.8% · vs S&P 500 -63.3% | Apr 17, 2025 | May 12, 2025 | 25d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
1 member · estimate, as of Sep 10, 20261 member reports a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.3% |
Estimate, as of Sep 10, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Donald DayEVP - Site Leasing | Option exercise | 457 | Aug 1, 2026 |
| Donald DayEVP - Site Leasing | Tax withholding | 171 | Aug 1, 2026 |
| George R. Krouse Jr.Director | Stock award | 1,108 | May 22, 2026 |
| Jay LeCoryelle JohnsonDirector | Stock award | 1,108 | May 22, 2026 |
| Laurie BowenDirector | Stock award | 1,108 | May 22, 2026 |
| Amy E. WilsonDirector | Stock award | 1,108 | May 22, 2026 |
| Jeffrey StoopsDirector | Stock award | 1,108 | May 22, 2026 |
| Steven E. BernsteinDirector | Stock award | 1,108 | May 22, 2026 |
| Mary S. ChanDirector | Stock award | 1,108 | May 22, 2026 |
| Jack LangerDirector | Stock award | 1,108 | May 22, 2026 |
| Kevin L. BeebeDirector | Stock award | 1,108 | May 22, 2026 |
| George R. Krouse Jr.Director | Option exercise | 501 | May 13, 2026 |
| George R. Krouse Jr.Director | Tax withholding | 500 | May 13, 2026 |
| Steven E. BernsteinDirector | Tax withholding | 1,496 | May 13, 2026 |
| Steven E. BernsteinDirector | Option exercise | 1,501 | May 13, 2026 |
| Kevin L. BeebeDirector | Tax withholding | 1,492 | May 13, 2026 |
| Kevin L. BeebeDirector | Option exercise | 1,501 | May 13, 2026 |
| Jack LangerDirector | Tax withholding | 1,496 | May 13, 2026 |
| Jack LangerDirector | Option exercise | 1,501 | May 13, 2026 |
| Jeffrey StoopsDirector | Option exercise | 633 | May 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Questions
Are insiders buying or selling SBAC?
Across the one open-market filing shown here, 0 were purchases and 1 was a sale.
Which members of Congress have traded SBAC?
Ro Khanna, Gilbert Ray Cisneros, Jr., Lisa C. McClain, Jefferson Shreve, Julie Johnson disclosed SBAC transactions in the filings shown here.
Which members of Congress hold SBAC?
1 member of Congress reports a position in SBAC in the estimate we hold as of Sep 10, 2026. The largest estimated position belongs to Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is SBAC in the S&P 500 or the Nasdaq 100?
SBA Communications Corporation is a current member of the S&P 500, per the membership list we hold as of Sep 10, 2026. Current members of either index get a page here whatever their filing history.
How quickly are SBAC trades disclosed?
Insider filings on this page reached the public a median of 2 days after the transaction, against the two business days Form 4 allows. Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.