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Greg Lehmkuhl

ADC
DIRECTOR · AGREE REALTY CORP · CIK 0001748303
FILING MIX · LIFETIME93%/7%
BUYS
27
SELLS
2
TOTAL VALUE
$1.34M
COMPANIES
2
ACTIVE SINCE
Jun 2019
HOLDINGS NOW
170,510
AVG SELL PX
$34.54
TRADE KIND
SHOWING 29 / 29
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
10 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Greg Lehmkuhl, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d10+70.00%+1.78%+0.93%+0.85%+0.50%—
14d10+70.00%+4.97%+4.51%+0.47%+2.44%—
30d10+80.00%+5.04%+6.77%-1.73%-0.37%—
60d10+60.00%+4.62%+9.83%-5.21%-4.72%—
90d10+70.00%+9.53%+12.54%-3.00%-4.10%—
180d10+90.00%+12.93%+17.12%-4.20%-5.71%—
1y10(1 pending)+100.00%+18.18%+30.90%-12.72%-8.87%—
2y10(1 pending)+77.78%+15.95%+45.61%-29.65%-20.61%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
ADC · 34,464.748 shares · as of May 14, 2026
08,61617,23225,84934,4652020202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2019
2019
2019
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 27 buys / 2 sellsCOVERAGE · 29 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
ADC
AGREE REALTY CORP
PURCHASE
750$75.09$56.3K34,464.748May 14, 2026May 18, 2026 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
2,159$75.28$162.5K33,714.748May 14, 2026May 18, 2026 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
2,159——31,555.748May 14, 2026May 18, 2026 ↗View →
LINE
LINEAGE, INC.
PURCHASEGRANT
Stock grant
68,335——68,335Apr 1, 2026Apr 3, 2026 ↗View →
LINE
LINEAGE, INC.
SALE
President & CEO
8,422$32.76$275.9K127,623Apr 1, 2026Apr 3, 2026 ↗View →
LINE
LINEAGE, INC.
PURCHASEGRANT
Stock grant
68,334——136,045Apr 1, 2026Apr 3, 2026 ↗View →
LINE
LINEAGE, INC.
SALE
President & CEO
3,995$38.30$153.0K67,711Feb 23, 2026Feb 25, 2026 ↗View →
LINE
LINEAGE, INC.
PURCHASEGRANT
Stock grant
13,756——71,706Feb 23, 2026Feb 25, 2026 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
750$72.84$54.6K27,683.644Sep 5, 2025Sep 8, 2025 ↗View →
LINE
LINEAGE, INC.
PURCHASEGRANT
Stock grant
57,951——57,951Apr 17, 2025Apr 21, 2025 ↗View →
LINE
LINEAGE, INC.
PURCHASEGRANT
Stock grant
57,950——57,950Apr 17, 2025Apr 21, 2025 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
1,648$72.83$120.0K26,623.943Feb 23, 2025Feb 25, 2025 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
1,579——24,975.943Feb 23, 2025Feb 25, 2025 ↗View →
LINE
LINEAGE, INC.
PURCHASEGRANT
Stock grant
268,422——268,422Jul 26, 2024Jul 29, 2024 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
1,000$58.99$59.0K23,035.941May 23, 2024May 28, 2024 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
4,086——21,893Feb 23, 2024Feb 27, 2024 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
1,700$61.17$104.0K17,717Dec 15, 2023Dec 18, 2023 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
2,457——15,782Feb 23, 2023Feb 27, 2023 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
1,054——12,556Feb 23, 2022Feb 25, 2022 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
2,012$62.62$126.0K11,502Feb 23, 2022Feb 25, 2022 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
250$66.91$16.7K9,490Dec 2, 2021Dec 6, 2021 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
500$68.35$34.2K9,240Nov 17, 2021Nov 18, 2021 ↗View →
ADC
AGREE REALTY CORP
PURCHASEGRANT
Stock grant
937$64.56$60.5K8,740Feb 23, 2021Feb 24, 2021 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
300$62.93$18.9K7,803Feb 22, 2021Feb 24, 2021 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
400$58.92$23.6K7,503May 13, 2020May 15, 2020 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
350$57.74$20.2K7,103Apr 3, 2020Apr 6, 2020 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
200$61.95$12.4K6,753Mar 16, 2020Mar 17, 2020 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
200$60.50$12.1K6,553Mar 16, 2020Mar 17, 2020 ↗View →
ADC
AGREE REALTY CORP
PURCHASE
500$65.60$32.8K6,353Jun 5, 2019Mar 13, 2020 ↗View →
Other insiders · ADC
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About this filer
CIK 0001748303
ROLE
Director
PRIMARY
ADC
COMPANIES
2
ACTIVE SINCE
Jun 2019
MARKETPEEL · /INSIDER/0001748303DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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