ADX Insider Trading
Adams Diversified Equity Fund, Inc. |
Comprehensive Trading Performance Summary
The investment history of corporate insiders at Adams Diversified Equity Fund, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2026-02-03 01:34 | 2026-01-30 | Kerns Janis F. | Officer - Gen. Counsel & Corp. Secretary | BUY | $23.23 | 321 | $7,458 | 51,990 | +0.6% |
| 2024-10-31 20:52 | 2024-10-31 | Nelson Jane Musser | Director | BUY | $21.69 | 1,155 | $25,048 | 4,982 | +30.2% |
| 2024-10-29 17:14 | 2024-10-28 | Escherich Frederic A | Director | SELL | $21.93 | 9,500 | $208,309 | 49,908 | -16.0% |
| 2024-10-28 18:28 | 2024-10-24 | Escherich Frederic A | Director | SELL | $21.73 | 15,943 | $346,371 | 59,408 | -21.2% |
| 2023-01-30 17:10 | 2023-01-27 | Nelson Jane Musser | Director | BUY | $15.41 | 3,585 | $55,238 | 3,585 | +100.0% |
| 2023-01-30 17:41 | 2023-01-27 | JAMMET MARY CHRIS | Director | BUY | $15.46 | 1,940 | $29,997 | 7,833 | +32.9% |
| 2022-07-26 20:17 | 2022-07-26 | Escherich Frederic A | Director | BUY | $15.96 | 4,248 | $67,790 | 66,727 | +6.8% |
| 2022-06-22 20:59 | 2022-06-15 | Escherich Frederic A | Director | SELL | $15.31 | 4,248 | $65,053 | 62,479 | -6.4% |
| 2022-02-04 18:39 | 2022-02-03 | Stoeckle Mark E. | Director, Officer - CEO & President | BUY | $18.43 | 2,200 | $40,546 | 78,269 | +2.9% |
| 2021-12-14 18:58 | 2021-12-14 | Escherich Frederic A | Director | BUY | $18.88 | 2,700 | $50,976 | 61,537 | +4.6% |
| 2021-11-23 00:52 | 2021-11-22 | JAMMET MARY CHRIS | Director | BUY | $19.48 | 2,570 | $50,059 | 5,465 | +88.8% |
| 2021-06-25 18:28 | 2021-06-24 | Escherich Frederic A | Director | BUY | $19.69 | 20,013 | $394,056 | 58,837 | +51.5% |
| 2021-06-25 18:28 | 2021-06-24 | Escherich Frederic A | Director | SELL | $19.62 | 20,013 | $392,655 | 38,824 | -34.0% |
| 2021-05-03 22:01 | 2021-04-29 | Kerns Janis F. | Officer - V.P., General Counsel & CCO | BUY | $19.28 | 6,856 | $132,220 | 20,313 | +50.9% |
| 2021-04-27 18:52 | 2021-04-26 | Kloppenburg Lauriann C | Director | BUY | $19.16 | 3,000 | $57,479 | 10,045 | +42.6% |
| 2021-01-05 00:10 | 2020-12-31 | JAMMET MARY CHRIS | Director | BUY | $17.27 | 2,895 | $49,996 | 2,895 | +100.0% |
| 2020-12-28 21:44 | 2020-12-24 | Escherich Frederic A | Director | BUY | $17.12 | 5,228 | $89,503 | 56,198 | +10.3% |
| 2020-09-30 22:28 | 2020-09-30 | Escherich Frederic A | Director | SELL | $16.10 | 5,228 | $84,171 | 50,970 | -9.3% |
| 2020-04-15 20:58 | 2020-04-15 | Kerns Janis F. | Officer - Gen. Counsel, Corp. Sec. & CCO | BUY | $13.42 | 370 | $4,965 | 4,780 | +8.4% |
| 2020-03-16 17:34 | 2020-03-13 | SMITH CRAIG R | Director | BUY | $12.75 | 8,000 | $101,998 | 30,802 | +35.1% |
| 2019-08-02 21:48 | 2019-08-01 | Dale Kenneth James | Director | BUY | $15.84 | 1,576 | $24,969 | 15,810 | +11.1% |
| 2019-04-23 18:51 | 2019-04-18 | SMITH CRAIG R | Director | BUY | $14.91 | 17,000 | $253,552 | 46,469 | +57.7% |
| 2018-12-28 16:56 | 2018-12-27 | Escherich Frederic A | Director | BUY | $12.15 | 1,700 | $20,655 | 45,347 | +3.9% |
| 2018-11-01 19:55 | 2018-11-01 | Escherich Frederic A | Director | BUY | $15.45 | 1,000 | $15,450 | 43,647 | +2.3% |
| 2018-10-24 22:04 | 2018-10-23 | Escherich Frederic A | Director | BUY | $15.35 | 1,300 | $19,955 | 42,647 | +3.1% |
| 2018-07-30 16:57 | 2018-07-26 | Swindell Douglas Cotton | Officer - E.V.P. | SELL | $16.08 | 2,329 | $37,467 | 0 | -100.0% |
| 2018-05-31 20:52 | 2018-05-30 | SMITH CRAIG R | Director | SELL | $15.15 | 6,666 | $100,997 | 22,802 | -22.6% |
| 2018-01-23 22:43 | 2018-01-23 | Escherich Frederic A | Director | BUY | $15.90 | 1,000 | $15,900 | 41,347 | +2.5% |
| 2017-10-19 16:50 | 2017-10-18 | Kloppenburg Lauriann C | Director | BUY | $15.50 | 5,300 | $82,150 | 5,300 | +100.0% |
| 2017-10-19 15:53 | 2017-10-18 | Swindell Douglas Cotton | Officer - E.V.P. | SELL | $15.46 | 2,494 | $38,550 | 3,814 | -39.5% |
| 2017-04-27 21:00 | 2017-04-27 | Stoeckle Mark E. | Director, Officer - CEO | BUY | $14.04 | 23,000 | $322,863 | 46,991 | +95.9% |
| 2017-01-30 23:47 | 2017-01-27 | Haynie James P. | Officer - E.V.P. | BUY | $13.20 | 10,900 | $143,881 | 73,559 | +17.4% |
| 2016-10-28 16:22 | 2016-10-27 | Stoeckle Mark E. | Director, Officer - CEO & President | SELL | $12.91 | 21,110 | $272,488 | 23,090 | -47.8% |
| 2016-10-24 23:59 | 2016-10-20 | Haynie James P. | Officer - E.V.P. | BUY | $12.99 | 13,500 | $175,360 | 60,524 | +28.7% |
| 2016-07-28 21:45 | 2016-07-27 | Haynie James P. | Officer - E.V.P. | SELL | $13.04 | 13,500 | $175,986 | 50,617 | -21.1% |
| 2016-05-02 16:55 | 2016-04-29 | Swindell Douglas Cotton | Officer - E.V.P. | SELL | $12.64 | 2,000 | $25,284 | 7,699 | -20.6% |
| 2016-01-21 18:30 | 2016-01-20 | Escherich Frederic A | Director | BUY | $11.24 | 1,000 | $11,238 | 32,244 | +3.2% |
| 2015-10-26 18:35 | 2015-10-23 | Swindell Douglas Cotton | Officer - Executive V.P. | SELL | $13.62 | 2,400 | $32,690 | 12,654 | -15.9% |
| 2015-10-15 18:10 | 2015-10-13 | Prue Nancy J F | Officer - E.V.P., Dir. Shareholder Com. | SELL | $13.23 | 1,700 | $22,484 | 7,986 | -17.6% |
| 2015-10-13 16:47 | 2015-10-12 | Escherich Frederic A | Director | BUY | $13.20 | 750 | $9,900 | 31,244 | +2.5% |
| 2015-10-13 20:46 | 2015-10-13 | GALE ROGER W | Director | BUY | $13.24 | 4,155 | $55,025 | 17,227 | +31.8% |
| 2015-07-27 17:42 | 2015-07-24 | Escherich Frederic A | Director | BUY | $14.01 | 1,000 | $14,010 | 30,494 | +3.4% |
| 2015-07-27 17:35 | 2015-04-22 | Escherich Frederic A | Director | BUY | $14.13 | 2,000 | $28,260 | 29,494 | +7.3% |
| 2015-04-22 23:10 | 2015-04-22 | Escherich Frederic A | Director | BUY | $14.13 | 2,000 | $28,260 | 28,142 | +7.7% |
| 2015-01-15 17:14 | 2015-01-14 | Escherich Frederic A | Director | BUY | $13.37 | 1,000 | $13,370 | 24,679 | +4.2% |
| 2015-01-12 23:35 | 2015-01-12 | Escherich Frederic A | Director | BUY | $13.54 | 3,000 | $40,620 | 23,679 | +14.5% |
| 2013-10-23 17:17 | 2013-10-22 | Haynie James P. | Officer - President | BUY | $12.93 | 6,800 | $87,913 | 50,296 | +15.6% |
| 2013-02-11 18:47 | 2013-02-08 | HOOPER LAWRENCE L JR | Officer - V.P., Gen'l. Counsel & Sec. | SELL | $11.48 | 1,300 | $14,918 | 37,259 | -3.4% |
| 2012-11-06 20:59 | 2012-11-02 | HOOPER LAWRENCE L JR | Officer - V.P., Gen. Counsel & Secretary | SELL | $11.27 | 2,275 | $25,642 | 15,808 | -12.6% |
| 2012-08-01 18:31 | 2012-07-25 | Prue Nancy J F | Officer - Executive Vice President | SELL | $10.58 | 2,000 | $21,160 | 27,314 | -6.8% |
How to Interpret $ADX Trades
Not every insider transaction in Adams Diversified Equity Fund, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $ADX shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for ADX
Insider activity data for Adams Diversified Equity Fund, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $ADX, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.