Key facts
- 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
Change
- Buy value: $7,458; sell value: $0.
- Net share flow: +321.
Research use
- 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.
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| Edith H. Bergstrom |
13D/G
|
Erik E. and Edith H. Bergstrom Foundation |
1.3%
|
1,626,883
|
$30,992,121 | $0 | 31 Dec 2024 | |
| James P. Haynie |
3/4/5
|
CEO |
0.18%
|
222,798
|
$5,195,645 | — | 31 Dec 2025 | |
| Brian S. Hook |
3/4/5
|
V.P. & CFO |
0.07%
|
91,443
|
$2,132,443 | — | 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 | |
| Kenneth James Dale |
3/4/5
|
Director |
0.04%
|
54,175
|
$1,267,161 | — | 31 Dec 2025 | |
| Frederic A. Escherich |
3/4/5
|
Director |
0.04%
|
52,512
|
$1,224,583 | — | 31 Dec 2025 | |
| Janis F. Kerns |
3/4/5
|
Gen. Counsel & Corp. Secretary |
0.04%
|
51,669
|
$1,204,912 | +$7,458 | 30 Jan 2026 | |
| Lauriann C. Kloppenburg |
3/4/5
|
Director |
0.01%
|
16,324
|
$380,665 | — | 31 Dec 2025 | |
| Mary Chris Jammet |
3/4/5
|
Director |
0.01%
|
10,316
|
$240,569 | — | 31 Dec 2025 | |
| Jane Musser Nelson |
3/4/5
|
Director |
0%
|
6,026
|
$140,526 | — | 31 Dec 2025 | |
| Steven G. Chambers |
3/4/5
|
Director |
0%
|
4,275
|
$100,505 | — | 12 Feb 2026 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
2.9%
|
3,567,556
|
$78,093,801 | — | 31 Mar 2026 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1%
|
1,292,952
|
$28,302,705 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.93%
|
1,163,271
|
$25,464,042 | — | 31 Mar 2026 | |
| COHEN & STEERS, INC. |
13F
|
Company |
0.9%
|
1,121,635
|
$24,553,000 | — | 31 Mar 2026 | |
| Bensler, LLC |
13F
|
Company |
0.84%
|
1,054,967
|
$23,093,228 | — | 31 Mar 2026 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.78%
|
980,325
|
$21,459,000 | — | 31 Mar 2026 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
13F
|
Company |
0.71%
|
894,195
|
$19,573,919 | — | 31 Mar 2026 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.33%
|
417,542
|
$9,140,008 | — | 31 Mar 2026 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.32%
|
398,930
|
$8,732,578 | — | 31 Mar 2026 | |
| LPL Financial LLC |
13F
|
Company |
0.31%
|
387,092
|
$8,473,437 | — | 31 Mar 2026 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.31%
|
382,304
|
$8,368,635 | — | 31 Mar 2026 | |
| Waterfront Wealth Inc. |
13F
|
Company |
0.3%
|
379,693
|
$8,311,489 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.25%
|
317,230
|
$6,944,166 | — | 31 Mar 2026 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
0.25%
|
315,928
|
$6,915,664 | — | 31 Mar 2026 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.24%
|
301,196
|
$6,593,180 | — | 31 Mar 2026 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.23%
|
291,421
|
$6,379,198 | — | 31 Mar 2026 | |
| GatePass Capital, LLC |
13F
|
Company |
0.23%
|
288,965
|
$6,325,444 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.23%
|
283,991
|
$6,216,557 | — | 31 Mar 2026 | |
| INTREPID FAMILY OFFICE LLC |
13F
|
Company |
0.22%
|
273,000
|
$5,975,970 | — | 31 Mar 2026 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC |
13F
|
Company |
0.22%
|
271,458
|
$6,088,813 | — | 31 Mar 2026 | |
| ARQ WEALTH ADVISORS, LLC |
13F
|
Company |
0.18%
|
225,155
|
$4,928,643 | — | 31 Mar 2026 | |
| UMB Bank, n.a. |
13F
|
Company |
0.17%
|
208,109
|
$4,555,506 | — | 31 Mar 2026 | |
| RB Capital Management, LLC |
13F
|
Company |
0.17%
|
207,076
|
$4,582,014 | — | 31 Mar 2026 | |
| Kestra Advisory Services, LLC |
13F
|
Company |
0.16%
|
202,000
|
$4,421,781 | — | 31 Mar 2026 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.16%
|
197,907
|
$4,332,474 | — | 31 Mar 2026 | |
| FCA CORP /TX |
13F
|
Company |
0.15%
|
184,138
|
$4,030,773 | — | 31 Mar 2026 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.15%
|
181,905
|
$3,981,899 | — | 31 Mar 2026 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
0.13%
|
161,050
|
$3,431,981 | — | 31 Mar 2026 | |
| ROBERTS GLORE & CO INC /IL/ |
13F
|
Company |
0.13%
|
157,823
|
$3,454,745 | — | 31 Mar 2026 | |
| Cetera Investment Advisers |
13F
|
Company |
0.12%
|
146,764
|
$3,212,655 | — | 31 Mar 2026 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.12%
|
145,800
|
$3,191,562 | — | 31 Mar 2026 | |
| INDEPENDENT FINANCIAL GROUP, LLC |
13F
|
Company |
0.12%
|
145,263
|
$3,179,807 | — | 31 Mar 2026 | |
| GENERAL AMERICAN INVESTORS CO INC |
13F
|
Company |
0.1%
|
131,124
|
$2,870,304 | — | 31 Mar 2026 | |
| Integrated Wealth Concepts LLC |
13F
|
Company |
0.1%
|
120,982
|
$2,648,296 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.09%
|
110,812
|
$2,425,675 | — | 31 Mar 2026 | |
| DELTA CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.08%
|
105,466
|
$2,309,000 | — | 31 Mar 2026 | |
| Focus Partners Wealth |
13F
|
Company |
0.08%
|
104,157
|
$2,280,004 | — | 31 Mar 2026 | |
| Stolper Co |
13F
|
Company |
0.08%
|
103,675
|
$2,269,000 | — | 31 Mar 2026 |
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.