Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC.ADX · Entity 4182 | Gen. Counsel & Corp. Secretary | January 30, 2026 | February 02, 2026 |
| ADAMS NATURAL RESOURCES FUND, INC.PEO · Entity 5103 | V.P.,Gen. Counsel, CCO & Sec'y | 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 January 30, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Child | 51,989.6375 |
Last balance in matching sequence
After 2026-02-02 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
4 source rowsRow 1 · 2026-01-30 · Purchase · Acquired 107 · Balance 51,775.6375 F1: 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. Row 2 · 2026-01-30 · Purchase · Acquired 107 · Balance 51,882.6375 F1: 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. Row 3 · 2026-01-30 · Purchase · Acquired 100 · Balance 51,982.6375 F1: 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. Row 4 · 2026-02-02 · Purchase · Acquired 7 · Balance 51,989.6375 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 | 7,875.1778 |
Reported balance
After 2025-12-31 transaction · row 1
1 source rowRow 1 · 2025-12-31 · Other · Acquired 1,135.7937 · Balance 7,875.1778 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 |
|---|---|---|---|---|---|---|
| February 02, 2026 Filed Feb 2, 2026 17:34 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 7 | $23.30 | $163.10 |
DisclosureSEC 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. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 17:34 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 100 | $23.23 | $2,323.00 |
DisclosureSEC 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. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 17:34 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 107 | $23.23 | $2,485.61 |
DisclosureSEC 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. Read SEC document |
| January 30, 2026 Filed Feb 2, 2026 17:34 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 107 | $23.24 | $2,486.68 |
DisclosureSEC 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. Read SEC document |
| December 31, 2025 Filed Feb 2, 2026 17:17 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 6,821.9843 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 31, 2025 Filed Feb 5, 2026 11:53 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 1,135.7937 | $0.00 | $0.00 |
DisclosureSEC source: 0001728472-26-000004 · 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: 7,875.1778 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 |
| December 31, 2024 Filed Feb 10, 2025 15:50 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 7,850.7707 | $0.00 | $0.00 |
DisclosureSEC 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 16:03 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 962.024 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-25-000008 · 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: 6,739.384 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 - $24.76 during 2024. Read SEC document |
| December 31, 2023 Filed Feb 7, 2024 13:18 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 6,060.3085 | $0.00 | $0.00 |
DisclosureSEC 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 7, 2024 13:35 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 792.1172 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-24-000013 · 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: 5,777.3592 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 in 2023. Read SEC document |
| December 31, 2022 Filed Feb 1, 2023 11:47 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 4,857.862 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 31, 2022 Filed Feb 1, 2023 12:12 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 804.747 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-23-000003 · 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: 4,985.242 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 $16.52 - $24.60 during 2022. Read SEC document |
| December 31, 2021 Filed Jan 26, 2022 14:03 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 5,764.2698 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-22-000005 · 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: 26,077.7119 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 $16.83 - $22.31 during 2021. Read SEC document |
| December 31, 2021 Filed Jan 26, 2022 14:32 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 682.0712 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-22-000007 · 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: 4,180.4954 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 $11.30 - $17.69 during 2021. Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:01 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 3,740.9904 | $19.31 | $72,219.82 |
DisclosureSEC source: 0000002230-21-000015 · primary_doc.xml · nonDerivative · entry 5 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,313.4421 Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:01 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 2,600 | $19.26 | $50,076.00 |
DisclosureSEC source: 0000002230-21-000015 · primary_doc.xml · nonDerivative · entry 4 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,572.4517 Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:01 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 414 | $19.27 | $7,975.71 |
DisclosureSEC source: 0000002230-21-000015 · primary_doc.xml · nonDerivative · entry 3 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,972.4517 Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:01 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 100 | $19.26 | $1,925.78 |
DisclosureSEC source: 0000002230-21-000015 · primary_doc.xml · nonDerivative · entry 2 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,558.4517 Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:01 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 1.168 | $19.27 | $22.50 |
DisclosureSEC source: 0000002230-21-000015 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,458.4517 Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:28 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 825.387 | $15.44 | $12,745.30 |
DisclosureSEC source: 0000216851-21-000016 · primary_doc.xml · nonDerivative · entry 3 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,498.4242 Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:28 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 677 | $15.34 | $10,384.16 |
DisclosureSEC source: 0000216851-21-000016 · primary_doc.xml · nonDerivative · entry 2 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,673.0372 Read SEC document |
| April 29, 2021 Filed May 3, 2021 15:28 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | PurchaseCommon Stock | 2.007 | $15.36 | $30.82 |
DisclosureSEC source: 0000216851-21-000016 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · V.P., General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,996.0372 Read SEC document |
| December 31, 2020 Filed Feb 9, 2021 10:26 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 8,677.28 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-21-000003 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · Gen. Counsel, Corp. Sec. & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,457.2837 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 $10.17 - $17.63 during 2020. Read SEC document |
| December 31, 2020 Filed Feb 9, 2021 10:36 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 1,362.458 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-21-000003 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · Gen. Counsel, Corp. Sec. & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,994.0307 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 $6.11 - $16.70 during 2020. Read SEC document |
| April 15, 2020 Filed Apr 15, 2020 13:58 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | PurchaseCommon Stock | 370 | $13.42 | $4,965.40 |
DisclosureSEC source: 0000002230-20-000014 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · Gen. Counsel, Corp. Sec. & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,780.004 Read SEC document |
| December 31, 2019 Filed Jan 27, 2020 10:50 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 2,721.619 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-20-000004 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · Gen. Counsel, Corp. Sec. & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,410.004 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 $12.37 - $16.76 during 2019. Read SEC document |
| December 31, 2019 Filed Jan 27, 2020 11:06 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 370.015 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-20-000004 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · Gen. Counsel, Corp. Sec. & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 631.573 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 $14.30 - $17.43 during 2019. Read SEC document |
| December 31, 2018 Filed Jan 30, 2019 11:24 UTC | ADAMS DIVERSIFIED EQUITY FUND, INC. ADX · Entity 4182 | OtherCommon Stock | 1,688.385 | $0.00 | $0.00 |
DisclosureSEC source: 0000002230-19-000003 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · Gen. Counsel, Corp. Sec. & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,688.385 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, and thrift plan employee contributions and employer matching contributions. The Issuer's stock traded in a range of $11.84 - $16.80 during 2018. Read SEC document |
| December 31, 2018 Filed Jan 30, 2019 11:42 UTC | ADAMS NATURAL RESOURCES FUND, INC. PEO · Entity 5103 | OtherCommon Stock | 261.558 | $0.00 | $0.00 |
DisclosureSEC source: 0000216851-19-000002 · primary_doc.xml · nonDerivative · entry 1 Kerns Janis F. · CIK 0001728472 · Gen. Counsel, Corp. Sec. & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261.558 F1 · shares: These shares were acquired in exempt transactions as a result of dividend reinvestments, and thrift plan employee contributions and employer matching contributions. The Issuer's stock traded in a range of $13.61 - $21.48 during 2018. 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.