Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADAMS DIVERSIFIED EQUITY FUND, INC.
Report date December 31, 2022 · Filed February 14, 2023
Section 16 reporting ended · disclosed 2023-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,088.455 |
Reported balance
After 2022-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-31 · Other · Acquired 0.004 · Balance 22,088.455 F1: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $14.20 - $19.61 during 2022. F2: Mr. Gale's shares reflect a reduction of 1,029 shares related to an overstatement error in 2018, when accumulated brokerage shares were counted twice. F3: Mr. Gale retired from the Boards of ADX on 04/21/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $14.20 - $19.61 during 2022.
F2: Mr. Gale's shares reflect a reduction of 1,029 shares related to an overstatement error in 2018, when accumulated brokerage shares were counted twice.
F3: Mr. Gale retired from the Boards of ADX on 04/21/2022.
ADAMS NATURAL RESOURCES FUND, INC.
Report date December 31, 2022 · Filed February 14, 2023
Section 16 reporting ended · disclosed 2023-02-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,314.326 |
Reported balance
After 2022-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-12-31 · Other · Acquired 0.002 · Balance 7,314.326 F1: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $16.52 - $24.60 during 2022. F2: Mr. Gale retired from the Boards of PEO on 04/21/2022. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $16.52 - $24.60 during 2022.
F2: Mr. Gale retired from the Boards of PEO on 04/21/2022.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 31, 2022 Filed Feb 14, 2023 13:21 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 0.004 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-23-000014 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,088.455 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $14.20 - $19.61 during 2022. F2 · balance_after: Mr. Gale's shares reflect a reduction of 1,029 shares related to an overstatement error in 2018, when accumulated brokerage shares were counted twice. F3 · balance_after: Mr. Gale retired from the Boards of ADX on 04/21/2022. Read SEC document |
| December 31, 2022 Filed Feb 14, 2023 13:31 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 0.002 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-23-000009 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,314.326 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $16.52 - $24.60 during 2022. F2 · balance_after: Mr. Gale retired from the Boards of PEO on 04/21/2022. Read SEC document |
| December 31, 2021 Filed Jan 25, 2022 10:53 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 2,838.196 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-22-000004 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,117.451 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $16.83 - $22.31 during 2021. Read SEC document |
| December 31, 2021 Filed Jan 25, 2022 11:22 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 395.017 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-22-000004 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,314.324 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $11.30 - $17.69 during 2021. Read SEC document |
| December 31, 2020 Filed Feb 9, 2021 10:00 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 848.073 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-21-000002 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,279.255 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $10.17 - $17.63 during 2020. Read SEC document |
| December 31, 2020 Filed Feb 9, 2021 09:40 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 369.019 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-21-000002 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,919.307 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $6.11 - $16.70 during 2020. Read SEC document |
| December 31, 2019 Filed Feb 3, 2020 14:55 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 896.1 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-20-000007 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,431.182 F1 · balance_after: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $12.37 - $16.76 during 2019. Read SEC document |
| December 31, 2019 Filed Feb 3, 2020 15:06 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 257.02 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-20-000007 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,550.288 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $14.30 - $17.43 during 2019 Read SEC document |
| December 31, 2018 Filed Feb 6, 2019 13:52 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 1,032.434 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-19-000007 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,535.082 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $11.84 - $16.80 during 2018. Read SEC document |
| December 31, 2018 Filed Feb 6, 2019 14:05 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 2.77 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-19-000006 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,293.268 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $13.61 - $21.48 during 2018. Read SEC document |
| December 31, 2017 Filed Jan 25, 2018 10:06 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 88.261 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-18-000008 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,502.648 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $12.78- $15.90 during 2017. Read SEC document |
| December 31, 2017 Filed Jan 25, 2018 10:15 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 28.298 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-18-000008 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,290.498 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $17.70 - $20.70 during 2017. Read SEC document |
| December 31, 2016 Filed Feb 2, 2017 13:42 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 68.286 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-17-000014 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,414.387 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $10.96 - $13.35 during 2016. Read SEC document |
| December 31, 2016 Filed Feb 2, 2017 14:10 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 24.941 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-17-000010 · primary_doc.xml · nonDerivative · entry 1 GALE ROGER W · CIK 0001087425 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,262.2 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestment. The Issuer's stock traded in a range of $14.29 - $20.82 during 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.