Key facts
- This page summarizes Kathleen T. McGahran's Form 4 filing for ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 01 May 2023, 12:01.
Kathleen T. McGahran - 03 Jan 2023 Form 4 Insider Report for ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX)
- Reporting relationship
- Director
- Issuer ticker
- ADX
- Reported as of
- 03 Jan 2023
- Net transaction value
- +$22,824
- SEC form
- 4
- Accepted by SEC
- 01 May 2023, 12:01:26 UTC
- Prior SEC filing
- 08 Feb 2023
- Source filing
- View source filing
- Reporting owner signature
- Gail L. Valenti as Attorney-in-Fact for Kathleen T. McGahran
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Kathleen T. McGahran filed Form 4 for ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) on 01 May 2023.
Change
- Previous filing in this sequence was filed on 08 Feb 2023.
- Current net transaction value: +$22,824.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
ADX
transaction
Common Stock
Award
- Transaction value
- $10,316
- Shares
- +709
- Change %
- +3.5%
- Price
- $14.55
- Shares after
- 20,789
- Date
- 03 Jan 2023
- Ownership
- By Trust
- Footnotes
- F1, F2, F3
ADX
transaction
Common Stock
Award
- Transaction value
- $12,508
- Shares
- +865
- Change %
- +4%
- Price
- $14.46
- Shares after
- 22,404
- Date
- 05 Jan 2023
- Ownership
- By Trust
- Footnotes
- F1, F3, F4
ADX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 750
- Date
- 03 Jan 2023
- Ownership
- Direct
- Footnotes
- F5
ADX
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 2,603
- Date
- 03 Jan 2023
- Ownership
- Held By Spouse
- Footnotes
- F6
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
Kathleen T. McGahran is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.
Explanation of responses 6 footnotes
Footnote F1
Director Retirement
Footnote F2
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.
Footnote F3
Kathleen T. McGahran and Myra Koutzen TTEES of the McGahran/Koutzen TR U/A DTD 06/23/2016.
Footnote F4
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.
Footnote F5
Deferred Restricted Stock Units
Footnote F6
Myra Koutzen IRA