ADX
Adams Diversified Equity Fund, Inc.Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-02-02 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
Filing footnotes — Common Stock (Indirect)
Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household. |
Common Stock
(I)
|
7 |
| 2026-01-30 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
Filing footnotes — Common Stock (Indirect)
Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household. |
Common Stock
(I)
|
107 |
| 2026-01-30 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
Filing footnotes — Common Stock (Indirect)
Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household. |
Common Stock
(I)
|
100 |
| 2026-01-30 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
Filing footnotes — Common Stock (Indirect)
Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household. |
Common Stock
(I)
|
107 |
| 2024-10-31 | Nelson Jane Musser |
Director |
Buy↑
Filing footnotes — Common Stock (Indirect)
Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson Trustees |
Common Stock
(I)
|
1,155 |
| 2024-10-28 | Escherich Frederic A |
Director |
Sell↓
|
Common Stock
|
9,500 |
| 2024-10-25 | Escherich Frederic A |
Director |
Sell↓
|
Common Stock
|
4,833 |
| 2024-10-24 | Escherich Frederic A |
Director |
Sell↓
|
Common Stock
|
11,110 |
| 2023-01-27 | JAMMET MARY CHRIS |
Director |
Buy↑
|
Common Stock
|
1,940 |
| 2023-01-27 | Nelson Jane Musser |
Director |
Buy↑
Filing footnotes — Common Stock (Indirect)
(1) Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees |
Common Stock
(I)
|
3,585 |
| 2023-01-05 | MCGAHRAN KATHLEEN T |
Director |
Award↑
Filing footnotes — Common Stock (Indirect)
Director Retirement Of these shares, 865 accrued as dividend equivalents on 750 deferred stock units granted in 2008 and issued on 01/05/2023 (shares received in lieu of director retainer fees). The Issuer's stock traded in a range of $14.36 - $16.07 during the period of January 1, 2023 to April 20, 2023. Kathleen T. McGahran and Myra Koutzen TTEES of the McGahran/Koutzen TR U/A DTD 06/23/2016. |
Common Stock
(I)
|
865 |
| 2023-01-03 | MCGAHRAN KATHLEEN T |
Director |
Award↑
Filing footnotes — Common Stock (Indirect)
Director Retirement Of these shares, 709 accrued as dividend equivalents on 750 deferred stock units granted in 2013 and issued on 01/03/2023 (shares received in lieu of director retainer fees). The Issuer's stock traded in a range of $14.36 - $16.07 during the period of January 1, 2023 to April 20, 2023. Kathleen T. McGahran and Myra Koutzen TTEES of the McGahran/Koutzen TR U/A DTD 06/23/2016. |
Common Stock
(I)
|
709 |
| 2022-12-31 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Other↑
Filing footnotes — Common Stock (Direct)
These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.20-$19.61 during 2022. |
Common Stock
|
4,857 |
| 2022-07-26 | Escherich Frederic A |
Director |
Buy↑
|
Common Stock
|
4,248 |
| 2022-06-15 | Escherich Frederic A |
Director |
Sell↓
|
Common Stock
|
4,248 |
| 2022-04-21 | ARZAC ENRIQUE R |
Director |
Award↑
Filing footnotes — Common Stock (Indirect)
Of these shares, 695 shares accrued as dividend equivalents on 750 restricted stock units, which were granted in 2007 and deferred until retirement on 04/21/2022. Another 530 shares accrued as dividend equivalents on 750 restricted stock units, which were granted in 2013 and deferred until retirement on 04/21/2022. The Issuer's stock average trading price on 04/21/2022 was $18.01. A fractional share in the amount of 0.01 was issued as part of DSUs (granted in lieu of a 2007 deferred cash retainer) & DE shares earned. An additional fractional share in the amount of 0.54 was issued as part of DSUs (granted in lieu of a 2013 deferred cash retainer) & DE shares earned. The fractional shares were surrendered as non-transferrable to a registered account. Dr. Arzac's cumulative beneficial ownership reflects the exempt transactions reported herein and also certain changes in direct and indirect ownership balances resulting from transfers among accounts. By the Enrique R. Arzac TTEE The Enrique R. Arzac TR UA DTD 12/28/2012 Trust. |
Common Stock
(I)
|
1,225 |
| 2022-04-21 | ARZAC ENRIQUE R |
Director |
Award↑
Filing footnotes — Common Stock (Direct)
These shares accrued as dividend equivalents on deferred stock units (shares received in lieu of director retainer fees). The Issuer's stock traded in a range of $16.77 - $19.61 during 2022. Dr. Arzac's cumulative beneficial ownership reflects the exempt transactions reported herein and also certain changes in direct and indirect ownership balances resulting from transfers among accounts. |
Common Stock
|
72 |
| 2022-04-21 | ARZAC ENRIQUE R |
Director |
Other↑
Filing footnotes — Common Stock (Indirect)
This fractional share was acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $16.77 - $19.61 during 2022. By the Enrique R. Arzac TTEE The Enrique R. Arzac TR UA DTD 12/28/2012 Trust. |
Common Stock
(I)
|
0 |
| 2022-02-03 | Stoeckle Mark E. |
Director, CEO & President |
Buy↑
|
Common Stock
|
2,200 |
| 2021-12-14 | Escherich Frederic A |
Director |
Buy↑
|
Common Stock
|
2,700 |
| 2021-11-22 | JAMMET MARY CHRIS |
Director |
Buy↑
|
Common Stock
|
2,570 |
| 2021-06-24 | Escherich Frederic A |
Director |
Buy↑
Filing footnotes — Common Stock (Direct)
These transactions were effected for financial planning purposes to move the shares from a taxable account to a tax-deferred account, at a net cost to the director. |
Common Stock
|
20,013 |
| 2021-06-24 | Escherich Frederic A |
Director |
Sell↓
Filing footnotes — Common Stock (Direct)
These transactions were effected for financial planning purposes to move the shares from a taxable account to a tax-deferred account, at a net cost to the director. |
Common Stock
|
20,013 |
| 2021-04-29 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
|
Common Stock
|
1 |
| 2021-04-29 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
|
Common Stock
|
414 |
| 2021-04-29 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
|
Common Stock
|
2,600 |
| 2021-04-29 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
|
Common Stock
|
3,740 |
| 2021-04-29 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
|
Common Stock
|
100 |
| 2021-04-26 | Kloppenburg Lauriann C |
Director |
Buy↑
|
Common Stock
|
3,000 |
| 2020-12-31 | JAMMET MARY CHRIS |
Director |
Buy↑
|
Common Stock
|
2,895 |
| 2020-12-24 | Escherich Frederic A |
Director |
Buy↑
|
Common Stock
|
5,228 |
| 2020-12-10 | JAMMET MARY CHRIS |
Director |
Other↑
|
No Securities Owned
|
0 |
| 2020-09-30 | Escherich Frederic A |
Director |
Sell↓
|
Common Stock
|
5,228 |
| 2020-04-15 | Kerns Janis F. |
Gen. Counsel & Corp. Secretary |
Buy↑
|
Common Stock
|
370 |
| 2020-03-13 | SMITH CRAIG R |
Director |
Buy↑
|
Common Stock
(I)
|
8,000 |