| 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 |
|---|---|---|---|---|---|---|---|---|---|
CEO & President | CEO
2 companies
Mark E. Stoeckle last filed a Form 4 in February 2022, as CEO & President at ADX. The filings on record cover 2 companies. Mark E. Stoeckle'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.
At the last filing, the largest reported position was 78,269 shares of ADX. Net of sales, the ADX filings show accumulation of 4,090 shares.
Mark E. Stoeckle has 13 Form 4 filings on record from January 2015 to February 2022, across 2 companies: CEO & President at Adams Diversified Equity Fund (ADX), 2015–2022; CEO at Adams Natural Resources Fund (PEO), 2015–2018.
The 14 reported transactions were 8 tax withholdings, 3 open-market purchases, 2 open-market sales and 1 stock award.
Counted by filing, the open-market trades come to 2 purchases worth about $363K and 2 sales worth about $444K.
The largest open-market purchase was 23,000 shares of ADX at an average $14.04 on April 27, 2017, about $323K.
The largest open-market sale was 21,110 shares of ADX at an average $12.91 on October 27, 2016, about $272K.
Shares as reported in the last Form 4 for each company; the most recent is from February 2022. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 3, 2022 | ADX Adams Diversified Equity Fund, Inc. | CEO & President | Buy | 2,200 | $18.43 | $40,546.00 | +2.9% | -4.6% | -7.6% | |
| Apr 27, 2017 | ADX Adams Diversified Equity Fund, Inc. | CEO | Buy | 23,000 | $14.04 | $322,862.50 | +95.9% | - | - | |
| Apr 26, 2017 | PEO Adams Natural Resources Fund, Inc. | CEO | Sell | 8,800 | $19.54 | $171,954.64 | -54.8% | - | - | |
| Oct 27, 2016 | ADX Adams Diversified Equity Fund, Inc. | CEO & President | Sell | 21,110 | $12.91 | $272,487.88 | -47.8% | - | - |