Quick Takeaways
- Edith H. Bergstrom filed SCHEDULE 13G/A for Adams Diversified Equity Fund, Inc. Common Stock (ADX).
- Disclosed ownership: 1.3%.
- Date of event: 31 Dec 2024.
Edith H. Bergstrom - 31 Dec 2024 SCHEDULE 13G/A Report for Adams Diversified Equity Fund, Inc. Common Stock (ADX)
- Filing Manager
- Edith H. Bergstrom
- Reporting Manager
- Erik E. and Edith H. Bergstrom Foundation
- Symbol
- ADX
- Shares outstanding
- 125,144,846 shares
- Disclosed Ownership
- 1,626,883 shares
- Ownership
- 1.3%
- Form type
- SCHEDULE 13G/A
- Filing time
- 13 Feb 2025, 06:02:39 UTC
- Date of event
- 31 Dec 2024
- SEC
- View on sec.gov
Quoteable Key Fact
"Edith H. Bergstrom disclosed 1.3% ownership in Adams Diversified Equity Fund, Inc. Common Stock (ADX) on 31 Dec 2024."
What Changed
- No earlier schedule filing is available for direct comparison.
- Current filing was accepted on 13 Feb 2025, 06:02.
Why This Matters
- This page explains what this Schedule 13D/13G filing tells you before manager-level rows.
- You can verify ownership claims directly against the original SEC filing.
Source Evidence
Backed by Schedule 13D/13G
See Original Filing
Beneficial ownership values are sourced from the original SEC Schedule 13D/13G filing.
Reporting Managers (9)
| Name | Ownership | Shares Owned | sole voting power | shared voting power | Signature | Title | CIK |
|---|---|---|---|---|---|---|---|
| Edith H. Bergstrom | 1% | 1,195,000 | 1,195,000 | 0 | /s/ Julia Bolous | By: Julia Bolous, Trustee | |
| Edith H. Bergstrom Living Trust | 0.1% | 125,000 | 125,000 | 0 | /s/ Julia Bolous | By: Julia Bolous, Trustee | |
| Erik E. Bergstrom Charitable Remainder Trust | 0.9% | 1,070,000 | 1,070,000 | 0 | /s/ Julia Bolous | By: Julia Bolous, Trustee | |
| Erik E. and Edith H. Bergstrom Foundation | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Jennifer Benz, /s/ Rodrigo Barillas, /s/ Janet Greig, /s/ Charles C. Davis, /s/ Ndola Prata | By: Jennifer Benz, Rodrigo Barillas, Janet Greig, Charles C. Davis and Ndola Prata, Trustees | |
| Jennifer Benz | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Jennifer Benz | Jennifer Benz | |
| Rodrigo Barillas | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Rodrigo Barillas | Rodrigo Barillas | |
| Janet Greig | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Janet Greig | Janet Greig | |
| Charles C. Davis | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Charles C. Davis | Charles C. Davis | |
| Ndola Prata | 1.3% | 1,626,883 | 0 | 1,626,883 | /s/ Ndola Prata | Ndola Prata |