| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Director
2 companies
Frederic A Escherich last filed a Form 4 in October 2024, as Director at ADX. The filings on record cover 2 companies. Frederic A Escherich's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Frederic A Escherich a below-average insider score of 46/100, based on 7 past trades. Over a 12-month horizon, 14.3% of those trades were profitable, with an average 12-month return of -5.3%.
At the last filing, the largest reported position was 49,908 shares of ADX. The ADX filings lean toward selling, a net 8,993 shares.
Frederic A Escherich has 30 Form 4 filings on record from January 2015 to October 2024, across 2 companies: Director at Adams Diversified Equity Fund (ADX), 2015–2024; Director at Adams Natural Resources Fund (PEO), 2015–2021.
The 36 reported transactions were 21 open-market purchases, 10 open-market sales, 2 other transactions and 2 stock awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 21 purchases worth about $1.0M and 8 sales worth about $1.3M.
The largest open-market purchase was 20,013 shares of ADX at an average $19.69 on June 24, 2021, about $394K. Twelve months later ADX was down 7%.
The largest open-market sale was 20,013 shares of ADX at an average $19.62 on June 24, 2021, about $393K. Twelve months later ADX was down 7%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from October 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 28, 2024 | ADX Adams Diversified Equity Fund, Inc. | Director | Sell | 9,500 | $21.93 | $208,309.35 | -16.0% | -6.1% | +6.3% | |
| Oct 25, 2024 | ADX Adams Diversified Equity Fund, Inc. | Director | Sell | 15,943 | $21.73 | $346,370.58 | -21.2% | -2.4% | +5.6% | |
| Jul 26, 2022 | ADX Adams Diversified Equity Fund, Inc. | Director | Buy | 4,248 | $15.96 | $67,789.58 | +6.8% | -3.4% | +16.8% | |
| Jun 15, 2022 | ADX Adams Diversified Equity Fund, Inc. | Director | Sell | 4,248 | $15.31 | $65,053.45 | -6.4% | +4.3% | +15.3% | |
| Dec 14, 2021 | ADX Adams Diversified Equity Fund, Inc. | Director | Buy | 2,700 | $18.88 | $50,976.00 | +4.6% | -9.7% | -13.7% | |
| Jun 24, 2021 | ADX Adams Diversified Equity Fund, Inc. | Director | Buy | 20,013 | $19.69 | $394,055.97 | +51.5% | +2.9% | -7.1% | |
| Jun 24, 2021 | ADX Adams Diversified Equity Fund, Inc. | Director | Sell | 20,013 | $19.62 | $392,655.06 | -34.0% | +2.9% | -7.1% | |
| May 24, 2021 | PEO Adams Natural Resources Fund, Inc. | Director | Buy | 4,927 | $15.71 | $77,383.46 | +58.7% | - | - | |
| Apr 23, 2021 | PEO Adams Natural Resources Fund, Inc. | Director | Sell | 4,927 | $14.60 | $71,921.72 | -37.0% | - | - | |
| Dec 24, 2020 | ADX Adams Diversified Equity Fund, Inc. | Director | Buy | 5,228 | $17.12 | $89,503.36 | +10.3% | - | - |