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ADX

ADAMS DIVERSIFIED EQUITY FUND, INC.

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4182
SEC CIK
0000002230
Parsed reports
171

Last 12 months

Inside the activity.

4 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202630
Feb 202610
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 02, 2026 Filed Feb 2, 2026 17:34 UTC
Kerns Janis F.Gen. Counsel & Corp. Secretary
PurchaseCommon Stock 7 $23.30 $163.10
Disclosure

SEC source: 0001728472-26-000002 · primary_doc.xml · nonDerivative · entry 4

Kerns Janis F. · CIK 0001728472 · Gen. Counsel & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Indirect · By Child

Disclosed balance after: 51,989.6375

F1 · ownership.nature: Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household.

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January 30, 2026 Filed Feb 2, 2026 17:34 UTC
Kerns Janis F.Gen. Counsel & Corp. Secretary
PurchaseCommon Stock 100 $23.23 $2,323.00
Disclosure

SEC source: 0001728472-26-000002 · primary_doc.xml · nonDerivative · entry 3

Kerns Janis F. · CIK 0001728472 · Gen. Counsel & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Indirect · By Child

Disclosed balance after: 51,982.6375

F1 · ownership.nature: Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household.

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January 30, 2026 Filed Feb 2, 2026 17:34 UTC
Kerns Janis F.Gen. Counsel & Corp. Secretary
PurchaseCommon Stock 107 $23.23 $2,485.61
Disclosure

SEC source: 0001728472-26-000002 · primary_doc.xml · nonDerivative · entry 2

Kerns Janis F. · CIK 0001728472 · Gen. Counsel & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Indirect · By Child

Disclosed balance after: 51,882.6375

F1 · ownership.nature: Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household.

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January 30, 2026 Filed Feb 2, 2026 17:34 UTC
Kerns Janis F.Gen. Counsel & Corp. Secretary
PurchaseCommon Stock 107 $23.24 $2,486.68
Disclosure

SEC source: 0001728472-26-000002 · primary_doc.xml · nonDerivative · entry 1

Kerns Janis F. · CIK 0001728472 · Gen. Counsel & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Indirect · By Child

Disclosed balance after: 51,775.6375

F1 · ownership.nature: Purchase by adult child of the reporting person in individual account in the child's name. The child is a college student whose permanent address is the reporting person's household.

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December 31, 2025 Filed Feb 2, 2026 17:17 UTC
Kerns Janis F.Gen. Counsel & Corp. Secretary
OtherCommon Stock 6,821.9843 $0.00 $0.00
Disclosure

SEC source: 0001728472-26-000001 · primary_doc.xml · nonDerivative · entry 1

Kerns Janis F. · CIK 0001728472 · Gen. Counsel & Corp. Secretary

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,668.6375

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

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December 31, 2025 Filed Feb 5, 2026 14:29 UTC OtherCommon Stock 124.1427 $0.00 $0.00
Disclosure

SEC source: 0001466287-26-000001 · primary_doc.xml · nonDerivative · entry 2

Hook Brian Stephen · CIK 0001466287 · V.P. & CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 45,783.405

F2 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments and are held in a Trust Account. (The Sheila M. Hook Living Trust)

F2 · ownership.nature: These shares were acquired in exempt transactions as a result of dividend reinvestments and are held in a Trust Account. (The Sheila M. Hook Living Trust)

Read SEC document
December 31, 2025 Filed Feb 5, 2026 14:29 UTC OtherCommon Stock 1,756.8104 $0.00 $0.00
Disclosure

SEC source: 0001466287-26-000001 · primary_doc.xml · nonDerivative · entry 1

Hook Brian Stephen · CIK 0001466287 · V.P. & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,659.263

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

Read SEC document
December 31, 2025 Filed Feb 5, 2026 13:36 UTC OtherCommon Stock 21,569.7988 $0.00 $0.00
Disclosure

SEC source: 0001584675-26-000002 · primary_doc.xml · nonDerivative · entry 1

Haynie James P. · CIK 0001584675 · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 222,797.8309

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

Read SEC document
December 31, 2025 Filed Feb 5, 2026 10:19 UTC OtherCommon Stock 7,532.5425 $0.00 $0.00
Disclosure

SEC source: 0001630999-26-000001 · primary_doc.xml · nonDerivative · entry 1

Swindell Douglas Cotton · CIK 0001630999 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,304.257

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

Read SEC document
December 31, 2025 Filed Feb 6, 2026 16:10 UTC OtherCommon Stock 487 $0.00 $0.00
Disclosure

SEC source: 0001771309-26-000001 · primary_doc.xml · nonDerivative · entry 1

Nelson Jane Musser · CIK 0001771309 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 6,026

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

F2 · ownership.nature: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees

Read SEC document
December 31, 2025 Filed Feb 6, 2026 15:49 UTC OtherCommon Stock 0.0925 $0.00 $0.00
Disclosure

SEC source: 0001353313-26-000001 · primary_doc.xml · nonDerivative · entry 1

Escherich Frederic A · CIK 0001353313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,512.141

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

Read SEC document
December 31, 2025 Filed Feb 6, 2026 13:15 UTC OtherCommon Stock 1,332.5524 $0.00 $0.00
Disclosure

SEC source: 0001718922-26-000001 · primary_doc.xml · nonDerivative · entry 1

Kloppenburg Lauriann C · CIK 0001718922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,323.5724

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

Read SEC document
December 31, 2025 Filed Feb 6, 2026 09:57 UTC OtherCommon Stock 841 $0.00 $0.00
Disclosure

SEC source: 0001599796-26-000001 · primary_doc.xml · nonDerivative · entry 1

JAMMET MARY CHRIS · CIK 0001599796 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,316.002

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

Read SEC document
December 31, 2025 Filed Feb 11, 2026 13:05 UTC OtherCommon Stock 929 $0.00 $0.00
Disclosure

SEC source: 0001423744-26-000001 · primary_doc.xml · nonDerivative · entry 2

Dale Kenneth James · CIK 0001423744 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 27,552.18

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

F4 · ownership.nature: Kenneth James Dale TTEE Kenneth J Dale Rev Liv Trust

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December 31, 2025 Filed Feb 11, 2026 13:05 UTC GrantCommon Stock 1,071.893 $0.00 $0.00
Disclosure

SEC source: 0001423744-26-000001 · primary_doc.xml · nonDerivative · entry 1

Dale Kenneth James · CIK 0001423744 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,623.18

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

F2 · shares: Of these shares, 330.9031 shares were acquired in exempt transactions as a result of dividend reinvestment and 740.99 shares accrued as dividend equivalents on deferred stock units (shares received in lieu of director retainer fees). The Issuer's stock traded in a range of $23.85 - $16.51 during 2025.

F3 · balance_after: A fractional share in the amount of 0.66 was issued as part of the DSU's (granted in lieu of a 2015 deferred cash retainer) & DE shares earned. The fractional share was surrendered as non-transferable to a registered account.

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December 31, 2025 Filed Feb 11, 2026 12:32 UTC OtherCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001569600-26-000002 · primary_doc.xml · nonDerivative · entry 1

Stoeckle Mark E. · CIK 0001569600 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,231

F1 · balance_after: Mr. Stoeckle retired from the Boards of ADX on 03/31/2025.

Read SEC document
December 31, 2024 Filed Feb 10, 2025 15:50 UTC
Kerns Janis F.V.P.,Gen.Counsel, CCO & Sec'y
OtherCommon Stock 7,850.7707 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000007 · primary_doc.xml · nonDerivative · entry 1

Kerns Janis F. · CIK 0001728472 · V.P.,Gen.Counsel, CCO & Sec'y

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,846.6532

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
December 31, 2024 Filed Feb 10, 2025 15:03 UTC OtherCommon Stock 1,035.73 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000005 · primary_doc.xml · nonDerivative · entry 1

JAMMET MARY CHRIS · CIK 0001599796 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,475.002

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
December 31, 2024 Filed Feb 10, 2025 13:59 UTC OtherCommon Stock 1,619.117 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000003 · primary_doc.xml · nonDerivative · entry 1

Kloppenburg Lauriann C · CIK 0001718922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,991.02

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
December 31, 2024 Filed Feb 10, 2025 11:28 UTC Amendment OtherCommon Stock 9,025.959 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000002 · primary_doc.xml · nonDerivative · entry 1

Swindell Douglas Cotton · CIK 0001630999 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,771.7145

F1 · shares: This footnote was inadvertently omitted in the initial Form 5 filing: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
December 31, 2024 Filed Feb 10, 2025 10:55 UTC OtherCommon Stock 9,025.959 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000001 · primary_doc.xml · nonDerivative · entry 1

Swindell Douglas Cotton · CIK 0001630999 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,771.7145

Read SEC document
December 31, 2024 Filed Feb 11, 2025 15:13 UTC OtherCommon Stock 152.835 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000016 · primary_doc.xml · nonDerivative · entry 2

Hook Brian Stephen · CIK 0001466287 · V.P. & CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 43,902.452

F2 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments and are held in a Trust Account. (The Sheila M. Hook Living Trust)

F2 · ownership.nature: These shares were acquired in exempt transactions as a result of dividend reinvestments and are held in a Trust Account. (The Sheila M. Hook Living Trust)

Read SEC document
December 31, 2024 Filed Feb 11, 2025 15:13 UTC OtherCommon Stock 4,649.401 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000016 · primary_doc.xml · nonDerivative · entry 1

Hook Brian Stephen · CIK 0001466287 · V.P. & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,749.617

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
December 31, 2024 Filed Feb 11, 2025 13:46 UTC OtherCommon Stock 2,604.115 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000013 · primary_doc.xml · nonDerivative · entry 1

Escherich Frederic A · CIK 0001353313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,512.049

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
December 31, 2024 Filed Feb 11, 2025 10:28 UTC
Haynie James P.Director · CEO
OtherCommon Stock 25,342.413 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000011 · primary_doc.xml · nonDerivative · entry 1

Haynie James P. · CIK 0001584675 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 201,228.0322

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
December 31, 2024 Filed Feb 11, 2025 09:22 UTC OtherCommon Stock 557 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000009 · primary_doc.xml · nonDerivative · entry 1

Nelson Jane Musser · CIK 0001771309 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 5,539

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

F2 · ownership.nature: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees.

Read SEC document
December 31, 2024 Filed Feb 12, 2025 16:29 UTC GrantCommon Stock 2,539.254 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000018 · primary_doc.xml · nonDerivative · entry 1

Dale Kenneth James · CIK 0001423744 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,551.29

F1 · shares: Of these shares, 1,474.894 shares were acquired in exempt transactions as a result of dividend reinvestment and 1,064.36 shares accrued as dividend equivalents on deferred stock units (shares received in lieu of director retainer fees). The Issuer's stock traded in a range of $17.18 - $22.62 during 2024.

Read SEC document
October 31, 2024 Filed Oct 31, 2024 13:52 UTC PurchaseCommon Stock 1,155 $21.69 $25,048.49
Disclosure

SEC source: 0000002230-24-000018 · primary_doc.xml · nonDerivative · entry 1

Nelson Jane Musser · CIK 0001771309 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 4,982

F1 · ownership.nature: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson Trustees

Read SEC document
October 28, 2024 Filed Oct 29, 2024 10:14 UTC SaleCommon Stock 9,500 $21.93 $208,309.35
Disclosure

SEC source: 0000002230-24-000017 · primary_doc.xml · nonDerivative · entry 1

Escherich Frederic A · CIK 0001353313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,907.934

Read SEC document
October 25, 2024 Filed Oct 28, 2024 11:28 UTC SaleCommon Stock 4,833 $21.90 $105,844.63
Disclosure

SEC source: 0000002230-24-000016 · primary_doc.xml · nonDerivative · entry 2

Escherich Frederic A · CIK 0001353313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,407.934

Read SEC document
October 24, 2024 Filed Oct 28, 2024 11:28 UTC SaleCommon Stock 11,110 $21.65 $240,525.95
Disclosure

SEC source: 0000002230-24-000016 · primary_doc.xml · nonDerivative · entry 1

Escherich Frederic A · CIK 0001353313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,240.934

Read SEC document
December 31, 2023 Filed Jan 29, 2024 15:59 UTC OtherCommon Stock 944.92 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000001 · primary_doc.xml · nonDerivative · entry 1

Kloppenburg Lauriann C · CIK 0001718922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,371.9031

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $14.36 - $17.93 during 2023.

Read SEC document
December 31, 2023 Filed Jan 30, 2024 14:41 UTC OtherCommon Stock 606.272 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000006 · primary_doc.xml · nonDerivative · entry 1

JAMMET MARY CHRIS · CIK 0001599796 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,439.272

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $14.36 - $17.93 in 2023.

Read SEC document
December 31, 2023 Filed Jan 30, 2024 12:20 UTC OtherCommon Stock 5,814.056 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000005 · primary_doc.xml · nonDerivative · entry 1

Swindell Douglas Cotton · CIK 0001630999 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,745.7556

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.36 - $17.93 during 2023.

Read SEC document
December 31, 2023 Filed Jan 30, 2024 11:37 UTC
Haynie James P.Director · CEO
OtherCommon Stock 16,267.5631 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000003 · primary_doc.xml · nonDerivative · entry 1

Haynie James P. · CIK 0001584675 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,885.6191

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.36 - $17.93 during 2023.

Read SEC document
December 31, 2023 Filed Jan 31, 2024 13:10 UTC OtherCommon Stock 4,049.066 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000008 · primary_doc.xml · nonDerivative · entry 1

Escherich Frederic A · CIK 0001353313 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,350.934

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $14.36 - $17.93 during 2023.

Read SEC document
December 31, 2023 Filed Jan 31, 2024 11:55 UTC OtherCommon Stock 89.461 $0.00 $0.00
Disclosure

SEC source: 0000216851-24-000003 · primary_doc.xml · nonDerivative · entry 2

Hook Brian Stephen · CIK 0001466287 · V.P. & CFO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 39,100.216

F2 · shares: For The Sheila M. Hook Living Trust.

F2 · ownership.nature: For The Sheila M. Hook Living Trust.

Read SEC document
December 31, 2023 Filed Jan 31, 2024 11:55 UTC OtherCommon Stock 2,719.941 $0.00 $0.00
Disclosure

SEC source: 0000216851-24-000003 · primary_doc.xml · nonDerivative · entry 1

Hook Brian Stephen · CIK 0001466287 · V.P. & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,010.755

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.36 - $17.93 in 2023.

Read SEC document
December 31, 2023 Filed Feb 1, 2024 13:15 UTC GrantCommon Stock 1,312.909 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000010 · primary_doc.xml · nonDerivative · entry 1

Dale Kenneth James · CIK 0001423744 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,012.036

F1 · shares: Of these shares, 690.259 shares were acquired in exempt transactions as a result of dividend reinvestment and 622.650 shares accrued as dividend equivalents on deferred stock units (shares received in lieu of director retainer fees). The Issuer's stock traded in a range of $14.36 - $17.93 during 2023.

Read SEC document
December 31, 2023 Filed Feb 7, 2024 14:37 UTC OtherCommon Stock 242 $0.00 $0.00
Disclosure

SEC source: 0000216851-24-000004 · primary_doc.xml · nonDerivative · entry 1

Nelson Jane Musser · CIK 0001771309 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 3,827

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $14.36 - $17.93 during 2023.

F2 · ownership.nature: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees

Read SEC document
December 31, 2023 Filed Feb 7, 2024 13:18 UTC
Kerns Janis F.V.P., Gen. Counsel,CCO & Sec'y
OtherCommon Stock 6,060.3085 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000012 · primary_doc.xml · nonDerivative · entry 1

Kerns Janis F. · CIK 0001728472 · V.P., Gen. Counsel,CCO & Sec'y

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,995.8826

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.36 - $17.93 in 2023.

Read SEC document
December 31, 2023 Filed Feb 9, 2024 09:39 UTC OtherCommon Stock 240.72 $0.00 $0.00
Disclosure

SEC source: 0000002230-24-000014 · primary_doc.xml · nonDerivative · entry 1

Stoeckle Mark E. · CIK 0001569600 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,232

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $14.36 - $17.93 during 2023.

Read SEC document
December 31, 2023 Filed Feb 14, 2025 14:26 UTC Amendment OtherCommon Stock 1 $0.00 $0.00
Disclosure

SEC source: 0000002230-25-000019 · primary_doc.xml · nonDerivative · entry 1

Stoeckle Mark E. · CIK 0001569600 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,231

F1 · shares: One share previously reported represented a combination of fractional shares that were liquidated.

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January 27, 2023 Filed Jan 30, 2023 09:41 UTC PurchaseCommon Stock 1,940 $15.46 $29,997.44
Disclosure

SEC source: 0000002230-23-000002 · primary_doc.xml · nonDerivative · entry 1

JAMMET MARY CHRIS · CIK 0001599796 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,833

Read SEC document
January 27, 2023 Filed Jan 30, 2023 09:10 UTC PurchaseCommon Stock 3,585 $15.41 $55,237.68
Disclosure

SEC source: 0000002230-23-000001 · primary_doc.xml · nonDerivative · entry 1

Nelson Jane Musser · CIK 0001771309 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 3,585

F1 · ownership.nature: (1) Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees

Read SEC document
January 05, 2023 Filed May 1, 2023 12:01 UTC GrantCommon Stock 865 $14.46 $12,507.90
Disclosure

SEC source: 0000002230-23-000015 · primary_doc.xml · nonDerivative · entry 2

MCGAHRAN KATHLEEN T · CIK 0001267416 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 22,404.162

F1 · timeliness: Director Retirement

F4 · shares: 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.

F3 · ownership.nature: Kathleen T. McGahran and Myra Koutzen TTEES of the McGahran/Koutzen TR U/A DTD 06/23/2016.

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January 03, 2023 Filed May 1, 2023 12:01 UTC GrantCommon Stock 709 $14.55 $10,315.95
Disclosure

SEC source: 0000002230-23-000015 · primary_doc.xml · nonDerivative · entry 1

MCGAHRAN KATHLEEN T · CIK 0001267416 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Trust

Disclosed balance after: 20,789.162

F1 · timeliness: Director Retirement

F2 · shares: 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.

F3 · ownership.nature: Kathleen T. McGahran and Myra Koutzen TTEES of the McGahran/Koutzen TR U/A DTD 06/23/2016.

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December 31, 2022 Filed Feb 1, 2023 13:13 UTC
Stoeckle Mark E.Director · CEO & President
OtherCommon Stock 1,722.651 $0.00 $0.00
Disclosure

SEC source: 0000002230-23-000005 · primary_doc.xml · nonDerivative · entry 1

Stoeckle Mark E. · CIK 0001569600 · Director · CEO & President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,991.28

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.20 - $19.61 during 2022.

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December 31, 2022 Filed Feb 1, 2023 12:57 UTC OtherCommon Stock 4,852.887 $0.00 $0.00
Disclosure

SEC source: 0000002230-23-000004 · primary_doc.xml · nonDerivative · entry 1

Swindell Douglas Cotton · CIK 0001630999 · E.V.P.

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,931.7

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.20 - $19.61 during 2022.

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December 31, 2022 Filed Feb 1, 2023 11:47 UTC
Kerns Janis F.V.P., Gen. Counsel,CCO & Sec'y
OtherCommon Stock 4,857.862 $0.00 $0.00
Disclosure

SEC source: 0000002230-23-000003 · primary_doc.xml · nonDerivative · entry 1

Kerns Janis F. · CIK 0001728472 · V.P., Gen. Counsel,CCO & Sec'y

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,935.574

F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer matching contributions. The Issuer's stock traded in a range of $14.20-$19.61 during 2022.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.