Adams Diversified Equity Fund (ADX)

Sector:
FINANCE
Industry:
GENERAL FINANCE
SIC:
CEO:
Mark E. Stoeckle
Employees:
30
500 EAST PRATT STREET, SUITE 1300, BALTIMORE, MD 21202
4107525900

Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors.

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Funds Holding ADX (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding ADX

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Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

4.2 Thousand total shares from 1 transactions

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

ESCHERICH FREDERIC A

  • Director
66,727 2022-07-26 4

ARZAC ENRIQUE R

  • Director
59,808 2022-04-21 2

STOECKLE MARK E. CEO & PRESIDENT

  • Officer
  • Director
78,269 2022-02-03 2

SMITH CRAIG R

  • Director
54,469 2021-12-31 1

GALE ROGER W

  • Director
23,117 2021-12-31 1

DALE KENNETH JAMES

  • Director
20,463 2021-12-31 1

HOOK BRIAN STEPHEN CFO & TREASURER

  • Officer
33,892 2021-12-31 1

HAYNIE JAMES P. E.V.P.

  • Officer
146,293 2021-12-31 1

JAMMET MARY CHRIS

  • Director
5,893 2021-12-31 2

SWINDELL DOUGLAS COTTON E.V.P.

  • Officer
54,079 2021-12-31 1

KLOPPENBURG LAURIANN C

  • Director
11,606 2021-12-31 1

KERNS JANIS F. V.P.,GEN.COUNSEL,CCO & SEC'Y.

  • Officer
26,078 2021-12-31 1

NELSON JANE MUSSER

  • Director
0 2021-12-09 1

MCGAHRAN KATHLEEN T

  • Director
24,033 2020-12-31 0

HOOPER LAWRENCE L JR

  • RETIRED OFFICER
No longer subject to file 2018-12-31 0

BONANNO PHYLLIS O

  • Director
No longer subject to file 2018-04-19 0

PRUE NANCY J F E.V.P.& DIR.-SHAREHOLDER COM.

  • Officer
No longer subject to file 2017-06-08 0

EMERSON DANIEL E

  • Director
No longer subject to file 2013-03-19 0

OBER DOUGLAS G CHAIRMAN & CEO

  • Officer
  • Director
117,196 2013-01-14 0

WEAVER DAVID DICKINSON PRESIDENT

  • Officer
41,308 2013-01-14 0

LENAGH THOMAS H

  • Director
10,273 2011-03-22 0

HAZLETT GREGORY

  • Director
0 2010-12-21 0

TRUTA JOSEPH M PRESIDENT

  • Officer
295,064 2009-02-10 0

JONES MAUREEN A VP, CFO AND TREASURER

  • Officer
31,632 2009-01-12 0

ROBERTS JOHN J

  • Director
9,380 2006-12-31 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

ESCHERICH FREDERIC A - Director

2022-07-26 13:17:45 -0400 2022-07-26 P 4,248 $15.96 a 66,727 direct 1.9485 4.0226 4.5883 4 0.0 1

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 19:15:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 18:45:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 18:15:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 17:45:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 17:15:03 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 16:45:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 16:15:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 15:45:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 15:15:04 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 14:45:04 UTC -7.0947 9.4147 25000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 14:15:03 UTC -7.0947 9.4147 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 13:45:04 UTC -2.4785 4.7985 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 13:15:04 UTC -2.4785 4.7985 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-15 12:45:04 UTC -2.4785 4.7985 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-12 22:15:03 UTC -2.4785 4.7985 20000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-12 21:45:04 UTC -2.4785 4.7985 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-12 21:15:04 UTC -2.4785 4.7985 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-12 20:45:04 UTC -2.4785 4.7985 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-12 20:15:05 UTC -2.4785 4.7985 30000
ADAMS DIVERSIFIED EQUITY ADX 2022-08-12 19:45:03 UTC -2.4785 4.7985 30000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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