ADX on NYSE

Adams Express Company

Logo: Adams Express Company, Public domain, via Wikimedia Commons³

Adams Express Company is a publicly traded diversified equity fund based in Baltimore, founded in 1854.¹ It was founded by Alvin Adams.¹ Its shares trade on NYSE under the symbol ADX.¹

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Last updated Oct 21, 2026.

Overview

1854Founded¹

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TickerADX on NYSE¹
Industryinvestment¹
HeadquartersBaltimore¹
Websitewww.adamsfunds.com
Incorporated inMD⁴
Business address500 East Pratt Street, Suite 1300, Baltimore, Md 21202⁴

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Corporate structure

Adams Express Company sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Adams Express Company

Edith H. Bergstrom Filed SCHEDULE 13G/A on Adams Express Company, latest Feb 13, 2025 (2 filings since Mar 14, 2024)
Saba Capital Management, L.P. Filed SC 13D/A on Adams Express Company, latest Nov 25, 2024 (7 filings since Sep 1, 2023)

Adams Express Company Baltimore

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

The story

Founded by Alvin Adams in 1854.¹

Leadership

Who has led Adams Express Company, and when. Pick a name to see everywhere that person has worked.

Chief executive

Chair

Douglas G. Ober2004–2013

President

Chief financial officer

197019801990200020102020

FounderAlvin Adams¹
Chief executive officerJames P. Haynie Jan 30, 2024 to now⁵
Chief executive officerMark E. Stoeckle Feb 13, 2013 to Feb 1, 2023⁶
Chief executive officerDouglas G. Ober Jan 12, 2004 to Jan 16, 2013⁷
ChairDouglas G. Ober Jan 12, 2004 to Jan 16, 2013⁷
PresidentDouglas Cotton Swindell Jan 30, 2024 to now⁸
PresidentMark E. Stoeckle Feb 3, 2015 to Feb 1, 2023⁹
PresidentJames P. Haynie Aug 20, 2013 to Jan 9, 2015¹⁰
PresidentDavid Dickinson Weaver Jan 14, 2011 to Jan 16, 2013¹¹
PresidentDouglas G. Ober Jul 24, 2009 to Mar 11, 2010¹²
PresidentJoseph M. Truta Sep 25, 2003 to Feb 12, 2009¹³
Chief financial officerBrian Stephen Hook Jan 14, 2013 to now¹⁴
Chief financial officerMaureen A. Jones Jan 12, 2004 to Jan 15, 2009¹⁵

Board members and other officers (31)

Executive Vice PresidentGregory W. Buckley Jul 24, 2026 to now¹⁶
Gen Counsel,Corp Sec, CCOJanis F. Kerns Jul 3, 2018 to now¹⁷
E.V.P.Douglas Cotton Swindell Jan 16, 2015 to Feb 1, 2023¹⁸
E.V.P.James P. Haynie Jan 29, 2015 to Feb 2, 2023¹⁹
Executive Vice PresidentNancy J. F. Prue Mar 25, 2010 to Sep 22, 2017²⁰
TreasurerBrian Stephen Hook Jun 19, 2009 to Jan 17, 2012²¹
Executive Vice PresidentDavid Dickinson Weaver Apr 2, 2008 to Jan 19, 2010²²
VP, Sec'y & Gen'l CounselLawrence L. Hooper Jr. Jan 12, 2004 to Jan 31, 2018²³
Board memberSteven G. Chambers Feb 20, 2026 to now²⁴
Board memberJames P. Haynie Jan 30, 2024 to now⁵
Board memberJane Musser Nelson Dec 10, 2021 to now²⁵
Board memberMary Chris Jammet Dec 10, 2020 to now²⁶
Board memberLauriann C. Kloppenburg Oct 12, 2017 to now²⁷
Board memberMark E. Stoeckle Apr 21, 2014 to now²⁸
Board memberGregory Hazlett Dec 10, 2010 to Dec 21, 2010²⁹
Board memberKenneth James Dale Jan 14, 2008 to now³⁰
Board memberFrederic A. Escherich Feb 16, 2006 to now³¹
Board memberRoberts Jm Wilson Apr 29, 2005 to Apr 29, 2005³²
Board memberW. D. Maccallan Apr 29, 2005 to Apr 29, 2005³³
Board memberCraig R. Smith Dec 5, 2005 to Feb 4, 2022³⁴
Board memberRoger W. Gale Dec 5, 2005 to Feb 14, 2023³⁵
Board memberEnrique R. Arzac Jan 15, 2004 to Apr 26, 2022³⁶
Board memberDaniel E. Emerson Jan 23, 2004 to Mar 21, 2013³⁷
Board memberLandon Peters Jan 23, 2004 to Feb 8, 2005³⁸
Board memberSusan Schwab Jan 27, 2004 to Apr 29, 2005³⁹
Board memberW. Perry Neff Feb 2, 2004 to Feb 3, 2005⁴⁰
Board memberThomas H. Lenagh Feb 11, 2004 to Mar 23, 2011⁴¹
Board memberKathleen T. McGahran Nov 4, 2003 to May 1, 2023⁴²
Board memberPhyllis O. Bonanno Nov 10, 2003 to Apr 23, 2018⁴³
General counselJanis F. Kerns May 3, 2021 to May 3, 2021⁴⁴
General counselLawrence L. Hooper Jr. May 1, 2006 to Jan 14, 2015⁴⁵

Former names

ADAMS DIVERSIFIED EQUITY FUNDApr 2, 2015 to Apr 2, 2015⁴
ADAMS EXPRESS COJan 26, 1996 to Mar 25, 2015⁴

Timeline

Jun 7, 20248-K Financial statements and exhibits⁴⁶
Jun 6, 20248-K Bylaws or fiscal year changed; Regulation FD disclosure⁴⁷
Jan 30, 2024New chief executive James P. Haynie becomes CEO⁵
Feb 13, 2013New chief executive Mark E. Stoeckle becomes CEO⁶
Jan 12, 2004New chief executive Douglas G. Ober becomes CEO⁷
Jan 2, 1990Went public Listed on NYSE¹
1854Founded Founded¹

Filings

175 filings to the SEC since October 2021: 2 major events, 69 insider forms, 9 large holders, 95 other. The latest 20:

The 175 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

13 open-market trades by officers, directors and large owners since October 2021: 9 buys and 4 sales. Grants, option exercises and gifts are left out.

Date	Who	Trade	Shares	Price	Value	Filing
Feb 2, 2026	Kerns Janis F.Gen. Counsel & Corp. Secretary	Buy	7	$23.30	$163	Form 4
Jan 30, 2026	Kerns Janis F.Gen. Counsel & Corp. Secretary	Buy	314	$23.23	$7.3K	Form 4
Oct 31, 2024	Nelson Jane MusserDirector	Buy	1,155	$21.69	$25.0K	Form 4
Oct 28, 2024	Escherich Frederic ADirector	Sale	9,500	$21.93	$208.3K	Form 4
Oct 25, 2024	Escherich Frederic ADirector	Sale	4,833	$21.90	$105.8K	Form 4
Oct 24, 2024	Escherich Frederic ADirector	Sale	11,110	$21.65	$240.5K	Form 4
Jan 27, 2023	JAMMET MARY CHRISDirector	Buy	1,940	$15.46	$30.0K	Form 4
Jan 27, 2023	Nelson Jane MusserDirector	Buy	3,585	$15.41	$55.2K	Form 4
Jul 26, 2022	Escherich Frederic ADirector	Buy	4,248	$15.96	$67.8K	Form 4
Jun 15, 2022	Escherich Frederic ADirector	Sale	4,248	$15.31	$65.1K	Form 4
Feb 3, 2022	Stoeckle Mark E.Director	Buy	2,200	$18.43	$40.5K	Form 4
Dec 14, 2021	Escherich Frederic ADirector	Buy	2,700	$18.88	$51.0K	Form 4
Nov 22, 2021	JAMMET MARY CHRISDirector	Buy	2,570	$19.48	$50.1K	Form 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Edith H. BergstromSCHEDULE 13G/A, 2 filings Mar 14, 2024 to Feb 13, 2025⁴⁸
Saba Capital Management, L.P.SC 13D/A, 7 filings Sep 1, 2023 to Nov 25, 2024⁴⁹

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

Fund	Shares	Value	Share of the fund	Change
Lazard Asset Management LLC	3,208,355	$82.0M	0.1%	−359,201
Raymond James Financial Inc	1,318,584	$33.7M	0.0%	+25,632
Bensler, LLC	1,129,607	$28.9M	2.6%	+74,640
LPL Financial LLC	1,016,997	$26.0M	0.0%	+629,905
Royal Bank Of Canada	953,099	$24.4M	0.0%	−27,226
Blue Bell Private Wealth Management, LLC	846,398	$21.6M	2.7%	−47,797
Morgan Stanley	768,743	$19.6M	0.0%	−394,528
Stifel Financial Corp	413,322	$10.6M	0.0%	−4,220
Advisors Asset Management, Inc.	401,665	$10.3M	0.2%	+2,735
Waterfront Wealth Inc.	345,424	$9.0M	1.4%	−34,269
Arq Wealth Advisors, LLC	334,882	$8.8M	1.1%	+109,727
Bank Of America Corp /de/	320,464	$8.2M	0.0%	+36,473
Wells Fargo & Company/mn	295,048	$7.5M	0.0%	+3,627
Wealth Enhancement Advisory Services, LLC	279,405	$7.3M	0.0%	+7,947
Intrepid Family Office LLC	278,226	$7.1M	6.6%	+5,226
Hennion & Walsh Asset Management, Inc.	275,750	$7.0M	0.2%	−25,446
Ameriprise Financial Inc	272,279	$7.0M	0.0%	−44,951
GatePass Capital, LLC	235,085	$6.0M	2.3%	−53,880
MAI Capital Management	221,469	$5.7M	0.0%	New
RB Capital Management, LLC	211,303	$5.4M	1.1%	+4,227
Osaic Holdings, Inc.	201,219	$5.1M	0.0%	+3,312
Fca Corp /tx	200,255	$5.1M	1.3%	+16,117
Jones Financial Companies Lllp	197,843	$5.0M	0.0%	+36,793
UMB Bank, n.a.	192,516	$4.9M	0.1%	−15,593
Uncommon Cents Investing LLC	181,270	$4.6M	1.0%	−635

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Adams Express Company is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

Name on EDGARADAMS DIVERSIFIED EQUITY FUND, INC.²
CIK0000002230
Employer ID (EIN)13-4912740²
Incorporated inMaryland²
Fiscal year endsDecember 31²
Business address500 East Pratt Street, Suite 1300, Baltimore, MD 21202²
Phone4107525900²
On EDGAR sinceJan 26, 1996²
Filings1,147 in all: 4 (354), 5 (220), 13F-HR (110), N-30B-2 (49), DEF 14A (32), N-Q (29), NPORT-P (28), N-30D (26)²
All 54 form types
SC 13G/A (25), 4/A (24), 40-17G (24), N-CSRS (24), N-CSR (23), N-PX (23), NSAR-B (23), NSAR-A (22), 3 (19), 5/A (11), N-CEN (8), SC 13D/A (6), CORRESP (5), PRE 14A (5), 8-K (4), DEFA14A (4), 144 (3), 40-APP/A (3), NPORT-P/A (3), NSAR-B/A (3), SC 13D (3), SC 13G (3), 3/A (2), 40-APP (2), APP NTC (2), N-CEN/A (2), PREC14A (2), PRER14A (2), SC TO-I/A (2), 25 (1), 40-6C (1), 40-6C/A (1), 8-K/A (1), APP ORDR (1), APP WD (1), APP WDG (1), DEFC14A (1), DEFR14A (1), N-30D/A (1), NO ACT (1), NPORT-EX (1), PRRN14A (1), S-8 (1), SC TO-C (1), SC TO-I (1), SCHEDULE 13G/A (1)
Latest filingsProxy statement (DEF 14A) Feb 18, 2026
Latest 8-K (8-K) Jun 6, 2024

Sources

The numbers on this page point here. Each one links to the record it came from.

1
WikidataAdams Express Company on Wikidata
2
SEC EDGARAdams Express Company filings on SEC EDGAR
3
Wikimedia CommonsAdams Express Company logo by Adams Express Company, Public domain
4
SEC EDGARAdams Express Company filings on SEC EDGAR
5
SEC EDGARJames P. Haynie, Chief executive officer
6
SEC EDGARMark E. Stoeckle, Chief executive officer
7
SEC EDGARDouglas G. Ober, Chief executive officer
8
SEC EDGARDouglas Cotton Swindell, President
9
SEC EDGARMark E. Stoeckle, President
10
SEC EDGARJames P. Haynie, President
11
SEC EDGARDavid Dickinson Weaver, President
12
SEC EDGARDouglas G. Ober, President
13
SEC EDGARJoseph M. Truta, President
14
SEC EDGARBrian Stephen Hook, Chief financial officer
15
SEC EDGARMaureen A. Jones, Chief financial officer
16
SEC EDGARGregory W. Buckley, Executive Vice President
17
SEC EDGARJanis F. Kerns, Gen Counsel,Corp Sec, CCO
18
SEC EDGARDouglas Cotton Swindell, E.V.P.
19
SEC EDGARJames P. Haynie, E.V.P.
20
SEC EDGARNancy J. F. Prue, Executive Vice President
21
SEC EDGARBrian Stephen Hook, Treasurer
22
SEC EDGARDavid Dickinson Weaver, Executive Vice President
23
SEC EDGARLawrence L. Hooper Jr., VP, Sec'y & Gen'l Counsel
24
SEC EDGARSteven G. Chambers, Board member
25
SEC EDGARJane Musser Nelson, Board member
26
SEC EDGARMary Chris Jammet, Board member
27
SEC EDGARLauriann C. Kloppenburg, Board member
28
SEC EDGARMark E. Stoeckle, Board member
29
SEC EDGARGregory Hazlett, Board member
30
SEC EDGARKenneth James Dale, Board member
31
SEC EDGARFrederic A. Escherich, Board member
32
SEC EDGARRoberts Jm Wilson, Board member
33
SEC EDGARW. D. Maccallan, Board member
34
SEC EDGARCraig R. Smith, Board member
35
SEC EDGARRoger W. Gale, Board member
36
SEC EDGAREnrique R. Arzac, Board member
37
SEC EDGARDaniel E. Emerson, Board member
38
SEC EDGARLandon Peters, Board member
39
SEC EDGARSusan Schwab, Board member
40
SEC EDGARW. Perry Neff, Board member
41
SEC EDGARThomas H. Lenagh, Board member
42
SEC EDGARKathleen T. McGahran, Board member
43
SEC EDGARPhyllis O. Bonanno, Board member
44
SEC EDGARJanis F. Kerns, General counsel
45
SEC EDGARLawrence L. Hooper Jr., General counsel
46
SEC EDGARFinancial statements and exhibits
47
SEC EDGARBylaws or fiscal year changed; Regulation FD disclosure
48
SEC EDGAREdith H. Bergstrom SCHEDULE 13G/A on Adams Express Company
49
SEC EDGARSaba Capital Management, L.P. SC 13D/A on Adams Express Company