Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC.ADX · Entity 4182 | Director | December 31, 2025 | February 06, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC.PEO · Entity 5103 | Director | December 31, 2025 | February 06, 2026 |
| Blue Owl Alternative Credit FundNONE · Entity 71211 | Director | March 07, 2025 | March 14, 2025 |
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 December 31, 2025 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,026 |
Reported balance
After 2025-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-31 · Other · Acquired 487 · Balance 6,026 F1: 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: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees |
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 $23.85 - $16.51 during 2025.
F2: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees
ADAMS NATURAL RESOURCES FUND, INC.
Report date December 31, 2025 · Filed February 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 2,951 |
Reported balance
After 2025-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2025-12-31 · Other · Acquired 261 · Balance 2,951 F1: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $23.91 - $18.47 during 2025. F2: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees |
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 $23.91 - $18.47 during 2025.
F2: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees
Blue Owl Alternative Credit Fund
Report date March 07, 2025 · Filed March 14, 2025
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
First Eagle Alternative Capital BDC, Inc.
Report date March 09, 2023 · Filed March 13, 2023
Section 16 reporting ended · disclosed 2023-03-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-03-10 transaction · row 1
1 source rowRow 1 · 2023-03-10 · Disposition to issuer · Disposed 3,650 · Balance 0 F1: On March 9, 2023, pursuant to an Agreement and Plan of Merger dated as of October 3, 2022 (the "Merger Agreement"), First Eagle Alternative Capital BDC, Inc., Crescent Capital BDC, Inc. ("CCAP"), Echelon Acquisition Sub, Inc., Echelon Acquisition Sub LLC and Crescent Cap Advisors, LLC ("CCAP Advisor") effected a merger pursuant to which CCAP acquired all of the outstanding shares of FCRDs common stock in a multi-step stock and cash transaction (the "Mergers"). Pursuant to the Merger Agreement, upon completion of the Mergers, each issued and outstanding share of FCRD common stock was converted into the right to receive a pro rata portion, subject to FCRD stockholder elections and the adjustment mechanisms set forth in the Merger Agreement with respect to the CCAP Consideration (as defined below), of (1) approximately $8.6 million in cash payable by CCAP, (2) 6,174,383 validly issued, fully paid and F2: continued from footnote 1: non-assessable shares of CCAPs common stock, par value $0.001 per share (together, the "CCAP Consideration") and (3) $35 million in cash payable by CCAP Advisor. The disposition reported in this Form 4 is an exempt transaction. |
Filing footnotes · ownership attribution and instrument terms
F1: On March 9, 2023, pursuant to an Agreement and Plan of Merger dated as of October 3, 2022 (the "Merger Agreement"), First Eagle Alternative Capital BDC, Inc., Crescent Capital BDC, Inc. ("CCAP"), Echelon Acquisition Sub, Inc., Echelon Acquisition Sub LLC and Crescent Cap Advisors, LLC ("CCAP Advisor") effected a merger pursuant to which CCAP acquired all of the outstanding shares of FCRDs common stock in a multi-step stock and cash transaction (the "Mergers"). Pursuant to the Merger Agreement, upon completion of the Mergers, each issued and outstanding share of FCRD common stock was converted into the right to receive a pro rata portion, subject to FCRD stockholder elections and the adjustment mechanisms set forth in the Merger Agreement with respect to the CCAP Consideration (as defined below), of (1) approximately $8.6 million in cash payable by CCAP, (2) 6,174,383 validly issued, fully paid and
F2: continued from footnote 1: non-assessable shares of CCAPs common stock, par value $0.001 per share (together, the "CCAP Consideration") and (3) $35 million in cash payable by CCAP Advisor. The disposition reported in this Form 4 is an exempt transaction.
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 6, 2026 16:10 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC 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 16:20 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001771309-26-000002 · 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: 2,951 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $23.91 - $18.47 during 2025. F2 · ownership.nature: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees Read SEC document |
| December 31, 2024 Filed Feb 11, 2025 09:22 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 557 | $0.00 | $0.00 |
DisclosureSEC 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 11, 2025 09:53 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 176 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-25-000010 · 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: 2,690 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issue's stock traded in a range of $19.85 - $24.76 during 2024. F2 · ownership.nature: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees Read SEC document |
| October 31, 2024 Filed Oct 31, 2024 13:52 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 1,155 | $21.69 | $25,048.49 |
DisclosureSEC 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 |
| December 31, 2023 Filed Feb 7, 2024 14:37 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 242 | $0.00 | $0.00 |
DisclosureSEC 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 14:46 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-24-000005 · 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: 2,514 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments. The Issuer's stock traded in a range of $18.93 - $23.79 during 2023. F2 · ownership.nature: Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees Read SEC document |
| March 10, 2023 Filed Mar 13, 2023 16:51 UTC | First Eagle Alternative Capital BDC, Inc. FCRD · Entity 115492 | Disposition to issuerCommon Stock | 3,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-018213 · doc4.xml · nonDerivative · entry 1 Nelson Jane Musser · CIK 0001771309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On March 9, 2023, pursuant to an Agreement and Plan of Merger dated as of October 3, 2022 (the "Merger Agreement"), First Eagle Alternative Capital BDC, Inc., Crescent Capital BDC, Inc. ("CCAP"), Echelon Acquisition Sub, Inc., Echelon Acquisition Sub LLC and Crescent Cap Advisors, LLC ("CCAP Advisor") effected a merger pursuant to which CCAP acquired all of the outstanding shares of FCRDs common stock in a multi-step stock and cash transaction (the "Mergers"). Pursuant to the Merger Agreement, upon completion of the Mergers, each issued and outstanding share of FCRD common stock was converted into the right to receive a pro rata portion, subject to FCRD stockholder elections and the adjustment mechanisms set forth in the Merger Agreement with respect to the CCAP Consideration (as defined below), of (1) approximately $8.6 million in cash payable by CCAP, (2) 6,174,383 validly issued, fully paid and F2 · price: continued from footnote 1: non-assessable shares of CCAPs common stock, par value $0.001 per share (together, the "CCAP Consideration") and (3) $35 million in cash payable by CCAP Advisor. The disposition reported in this Form 4 is an exempt transaction. Read SEC document |
| January 27, 2023 Filed Jan 30, 2023 09:10 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 3,585 | $15.41 | $55,237.68 |
DisclosureSEC 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 27, 2023 Filed Jan 30, 2023 09:20 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 2,390 | $23.13 | $55,287.87 |
DisclosureSEC source: 0000216851-23-000001 · primary_doc.xml · nonDerivative · entry 1 Nelson Jane Musser · CIK 0001771309 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 2,390 F1 · ownership.nature: (1) Jane Musser Nelson REV Trust, Jane Musser Nelson and Gordon L. Nelson, Trustees Read SEC document |
| March 15, 2019 Filed Mar 20, 2019 14:48 UTC | First Eagle Alternative Capital BDC, Inc. TCRD · Entity 115492 | PurchaseCommon Stock | 3,650 | $6.74 | $24,590.05 |
DisclosureSEC source: 0001209191-19-020546 · doc4.xml · nonDerivative · entry 1 Nelson Jane Musser · CIK 0001771309 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,650 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.