Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC.ADX · Entity 4182 | Executive Vice President | July 16, 2026 | July 24, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC.PEO · Entity 5103 | President | December 31, 2025 | February 05, 2026 |
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.
ADAMS DIVERSIFIED EQUITY FUND, INC.
Report date July 16, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,609.585 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 19,609.585 |
| Common StockSEC Table I · non-derivative | IndirectBy Issuer's Thrift Plan Trust | 7,128.781 |
Reported balance
Holding disclosure · report date 2026-07-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,128.781 |
ADAMS NATURAL RESOURCES FUND, INC.
Report date December 31, 2025 · Filed February 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,361.4108 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Other · Acquired 1,757.3408 · Balance 19,361.4108 F1: 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 $23.91 - $18.47 during 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 $23.91 - $18.47 during 2025.
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, 2025 Filed Feb 5, 2026 11:24 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 1,757.3408 | $0.00 | $0.00 |
DisclosureSEC source: 0001975713-26-000001 · primary_doc.xml · nonDerivative · entry 1 Buckley Gregory W. · CIK 0001975713 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,361.4108 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 $23.91 - $18.47 during 2025. Read SEC document |
| January 22, 2025 Filed Jan 23, 2025 12:41 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 1,450 | $23.30 | $33,785.00 |
DisclosureSEC source: 0000216851-25-000001 · primary_doc.xml · nonDerivative · entry 2 Buckley Gregory W. · CIK 0001975713 · E.V.P. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,604.07 Read SEC document |
| December 31, 2024 Filed Jan 23, 2025 12:41 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 1,100.6201 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-25-000001 · primary_doc.xml · nonDerivative · entry 1 Buckley Gregory W. · CIK 0001975713 · E.V.P. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,154.07 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, thrift plan employee contributions, and employer match contributions. The Issuer's stock traded in a range of $19.85 - $24.76 during 2024. Read SEC document |
| October 18, 2024 Filed Oct 21, 2024 10:48 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 1,000 | $23.98 | $23,980.00 |
DisclosureSEC source: 0000216851-24-000007 · primary_doc.xml · nonDerivative · entry 1 Buckley Gregory W. · CIK 0001975713 · E.V.P. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,053.4499 Read SEC document |
| May 01, 2024 Filed May 2, 2024 14:49 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 1,070.4987 | $23.06 | $24,689.98 |
DisclosureSEC source: 0000216851-24-000006 · primary_doc.xml · nonDerivative · entry 2 Buckley Gregory W. · CIK 0001975713 · E.V.P. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,053.4499 Read SEC document |
| May 01, 2024 Filed May 2, 2024 14:49 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 46.717 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-24-000006 · primary_doc.xml · nonDerivative · entry 1 Buckley Gregory W. · CIK 0001975713 · E.V.P. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,982.9512 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 $19.85 - $24.24. Read SEC document |
| January 29, 2024 Filed Jan 29, 2024 14:22 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 3,350 | $20.50 | $68,675.00 |
DisclosureSEC source: 0000216851-24-000001 · primary_doc.xml · nonDerivative · entry 2 Buckley Gregory W. · CIK 0001975713 · E.V.P. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,936.234 Read SEC document |
| December 31, 2023 Filed Jan 29, 2024 14:22 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 554.176 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-24-000001 · primary_doc.xml · nonDerivative · entry 1 Buckley Gregory W. · CIK 0001975713 · E.V.P. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,586.234 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 $18.93 - $23.79. 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.