Quick Takeaways
- ADX - ADAMS DIVERSIFIED EQUITY FUND, INC. has 15 insiders with reported activity on this page.
- Net insider value flow over the last year: +$7,458.
- Recent transaction rows are available for direct filing-level review.
Insider Transactions Reported by 15 Insiders of ADAMS DIVERSIFIED EQUITY FUND, INC.
- Symbol
- ADX on NYSE
- Location
- Baltimore, MD
What Changed
- Buy value: $7,458; sell value: $0.
- Net share flow: +321.
Why This Matters
- This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
- Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.
Source Evidence
Filed on Form 4
See Original Filing
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Insider trading overview
Last 12 monthsNet insider flow leans to buying over the last 12 months. Net value: +$7,458.
Buys
$7,458
Shares: 321
Insiders: 1
Sells
$0
Shares: 0
Insiders: 0
Net
+$7,458
Shares: +321
Insiders: 1
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 321 | 0 | $7,458 | $0 | +$7,458 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
ADAMS DIVERSIFIED EQUITY FUND, INC. executives and other stock owners filed with the SEC include:
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| James P. Haynie | Ceo | $5,195,645 | Mixed | 31 Dec 2025 | ||
| Brian S. Hook | V.P. & Cfo | $2,132,443 | Mixed | 31 Dec 2025 | ||
| Douglas Cotton Swindell | President | $1,896,015 | Mixed | 31 Dec 2025 | ||
| Mark E. Stoeckle | Director | $1,876,603 | Mixed | 31 Dec 2025 | ||
| Kenneth James Dale | Director | $1,267,161 | Mixed | 31 Dec 2025 | ||
| Frederic A. Escherich | Director | $1,224,583 | Mixed | 31 Dec 2025 | ||
| Janis F. Kerns | Gen. Counsel & Corp. Secretary | $1,204,912 | +$7,458 | +0.62% | Mixed | 30 Jan 2026 |
| Craig R. Smith | Director | $842,234 | Mixed | 31 Dec 2021 | ||
| Enrique R. Arzac | Director | $634,960 | Mixed | 21 Apr 2022 | ||
| Kathleen T. McGahran | Director | $398,273 | Mixed | 03 Jan 2023 | ||
| Lauriann C. Kloppenburg | Director | $380,665 | Mixed | 31 Dec 2025 | ||
| Roger W. Gale | Director | $341,545 | Mixed | 31 Dec 2022 | ||
| Mary Chris Jammet | Director | $240,569 | Mixed | 31 Dec 2025 | ||
| Jane Musser Nelson | Director | $140,526 | Mixed | 31 Dec 2025 | ||
| Steven G. Chambers | Director | $100,505 | Mixed | 12 Feb 2026 |
Top shareholders of ADAMS DIVERSIFIED EQUITY FUND, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
2.9%
|
3,589,875
|
$83,715,885 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.5%
|
1,858,871
|
$43,348,906 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.1%
|
1,345,588
|
$31,379,118 | — | 31 Dec 2025 | |
| Edith H. Bergstrom |
13D/G
|
Erik E. and Edith H. Bergstrom Foundation |
1.3%
|
1,626,883
|
$30,992,121 | $0 | 31 Dec 2024 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.87%
|
1,086,635
|
$25,340,000 | — | 31 Dec 2025 | |
| Bensler, LLC |
13F
|
Company |
0.79%
|
987,718
|
$23,033,566 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.75%
|
935,879
|
$21,825,000 | — | 31 Dec 2025 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
924,285
|
$21,554,323 | — | 31 Dec 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.41%
|
508,536
|
$11,859,060 | — | 31 Dec 2025 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.34%
|
430,951
|
$10,088,560 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.35%
|
432,561
|
$10,087,316 | — | 31 Dec 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.32%
|
403,432
|
$9,408,038 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.32%
|
400,716
|
$9,344,697 | — | 31 Dec 2025 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.31%
|
387,161
|
$9,028,595 | — | 31 Dec 2025 | |
| Waterfront Wealth Inc. |
13F
|
Company |
0.31%
|
385,316
|
$8,972,584 | — | 31 Dec 2025 | |
| Penserra Capital Management LLC |
13F
|
Company |
0.26%
|
325,215
|
$7,584,000 | — | 31 Dec 2025 | |
| GatePass Capital, LLC |
13F
|
Company |
0.24%
|
298,780
|
$6,967,550 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.23%
|
288,014
|
$6,716,486 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.22%
|
281,288
|
$6,559,631 | — | 31 Dec 2025 | |
| INTREPID FAMILY OFFICE LLC |
13F
|
Company |
0.21%
|
267,262
|
$6,232,550 | — | 31 Dec 2025 | |
| James P. Haynie |
3/4/5
|
CEO |
0.18%
|
222,798
|
$5,195,645 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.18%
|
220,720
|
$5,147,190 | — | 31 Dec 2025 | |
| UMB Bank, n.a. |
13F
|
Company |
0.17%
|
213,801
|
$4,985,840 | — | 31 Dec 2025 | |
| ARQ WEALTH ADVISORS, LLC |
13F
|
Company |
0.17%
|
208,810
|
$4,869,450 | — | 31 Dec 2025 | |
| RB Capital Management, LLC |
13F
|
Company |
0.17%
|
208,462
|
$4,861,329 | — | 31 Dec 2025 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.16%
|
197,227
|
$4,599,337 | — | 31 Dec 2025 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.15%
|
185,011
|
$4,314,467 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.15%
|
181,543
|
$4,233,928 | — | 31 Dec 2025 | |
| FCA CORP /TX |
13F
|
Company |
0.14%
|
175,330
|
$4,088,690 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.13%
|
164,389
|
$3,833,552 | — | 31 Dec 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.12%
|
150,522
|
$3,510,165 | — | 31 Dec 2025 | |
| ROBERTS GLORE & CO INC /IL/ |
13F
|
Company |
0.12%
|
144,674
|
$3,373,798 | — | 31 Dec 2025 | |
| GENERAL AMERICAN INVESTORS CO INC |
13F
|
Company |
0.1%
|
131,124
|
$3,057,812 | — | 31 Dec 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.1%
|
131,032
|
$3,055,671 | — | 31 Dec 2025 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.1%
|
123,048
|
$2,869,480 | — | 31 Dec 2025 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0.1%
|
120,905
|
$2,819,515 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.09%
|
115,679
|
$2,697,628 | — | 31 Dec 2025 | |
| DELTA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.08%
|
105,466
|
$2,459,000 | — | 31 Dec 2025 | |
| Stolper Co |
13F
|
Company |
0.08%
|
100,835
|
$2,351,000 | — | 31 Dec 2025 | |
| Providence Wealth Advisors, LLC |
13F
|
Company |
0.08%
|
98,953
|
$2,319,894 | — | 31 Dec 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.08%
|
97,602
|
$2,276,071 | — | 31 Dec 2025 | |
| Brian S. Hook |
3/4/5
|
V.P. & CFO |
0.07%
|
91,443
|
$2,132,443 | — | 31 Dec 2025 | |
| EVOLVE PRIVATE WEALTH, LLC |
13F
|
Company |
0.07%
|
82,802
|
$1,930,949 | — | 31 Dec 2025 | |
| Douglas Cotton Swindell |
3/4/5
|
President |
0.06%
|
81,304
|
$1,896,015 | — | 31 Dec 2025 | |
| Mark E. Stoeckle |
3/4/5
|
Director |
0.06%
|
80,231
|
$1,876,603 | — | 31 Dec 2025 | |
| PMG Family Office LLC |
13F
|
Company |
0.06%
|
79,675
|
$1,858,021 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.06%
|
74,525
|
$1,737,918 | — | 31 Dec 2025 | |
| Westbourne Investment Advisors, Inc. |
13F
|
Company |
0.06%
|
74,200
|
$1,730,344 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.06%
|
72,289
|
$1,685,779 | — | 31 Dec 2025 | |
| Waverly Advisors, LLC |
13F
|
Company |
0.05%
|
67,360
|
$1,570,829 | — | 31 Dec 2025 |
Recent Insider Transactions by Companies or Individuals for ADAMS DIVERSIFIED EQUITY FUND, INC.
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Janis F. Kerns | ADX | Common Stock | Purchase | 0.01% | $163 | $23.30 | 7 | 51,990 | 02 Feb 2026 | By Child |
| Janis F. Kerns | ADX | Common Stock | Purchase | 0.61% | $7,295 | $23.23 | 314 | 51,983 | 30 Jan 2026 | By Child |
| Kenneth James Dale | ADX | Common Stock | Other | 3.49% | 929 | 27,552 | 31 Dec 2025 | By Trust | ||
| Kenneth James Dale | ADX | Common Stock | Award | 4.2% | 1,072 | 26,623 | 31 Dec 2025 | Direct | ||
| Mark E. Stoeckle | ADX | Common Stock | Other | 0 | 80,231 | 31 Dec 2025 | Direct | |||
| Jane Musser Nelson | ADX | Common Stock | Other | 8.79% | 487 | 6,026 | 31 Dec 2025 | By Trust | ||
| Frederic A. Escherich | ADX | Common Stock | Other | 0.09 | 52,512 | 31 Dec 2025 | Direct | |||
| Lauriann C. Kloppenburg | ADX | Common Stock | Other | 8.89% | 1,333 | 16,324 | 31 Dec 2025 | Direct | ||
| Mary Chris Jammet | ADX | Common Stock | Other | 8.88% | 841 | 10,316 | 31 Dec 2025 | Direct | ||
| Janis F. Kerns | ADX | Common Stock | Other | 15.2% | 6,822 | 51,669 | 31 Dec 2025 | Direct | ||
| Douglas Cotton Swindell | ADX | Common Stock | Other | 10.2% | 7,533 | 81,304 | 31 Dec 2025 | Direct | ||
| James P. Haynie | ADX | Common Stock | Other | 10.7% | 21,570 | 222,798 | 31 Dec 2025 | Direct | ||
| Brian S. Hook | ADX | Common Stock | Other | 0.27% | 124 | 45,783 | 31 Dec 2025 | By Trust | ||
| Brian S. Hook | ADX | Common Stock | Other | 4% | 1,757 | 45,659 | 31 Dec 2025 | Direct |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.