Mark E. Stoeckle - Net Worth and Insider Trading
Mark E. Stoeckle Net Worth
The estimated net worth of Mark E. Stoeckle is at least $2 Million dollars as of 2024-12-01. Mark E. Stoeckle is the CEO & President of Adams Diversified Equity Fund Inc and owns about 78,269 shares of Adams Diversified Equity Fund Inc (ADX) stock worth over $2 Million. Mark E. Stoeckle is also the CEO of Adams Natural Resources Fund Inc and owns about 13,773 shares of Adams Natural Resources Fund Inc (PEO) stock worth over $326,145. Details can be seen in Mark E. Stoeckle's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Mark E. Stoeckle has not made any transactions after 2022-02-03 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Mark E. Stoeckle
Mark E. Stoeckle Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mark E. Stoeckle owns 2 companies in total, including Adams Diversified Equity Fund Inc (ADX) , and Adams Natural Resources Fund Inc (PEO) .
Click here to see the complete history of Mark E. Stoeckle’s form 4 insider trades.
Insider Ownership Summary of Mark E. Stoeckle
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ADX | Adams Diversified Equity Fund Inc | 2022-02-03 | CEO |
| PEO | Adams Natural Resources Fund Inc | 2017-04-26 | CEO |
Mark E. Stoeckle Latest Holdings Summary
Mark E. Stoeckle currently owns a total of 2 stocks. Among these stocks, Mark E. Stoeckle owns 78,269 shares of Adams Diversified Equity Fund Inc (ADX) as of February 3, 2022, with a value of $2 Million and a weighting of 83.15%. Mark E. Stoeckle also owns 13,773 shares of Adams Natural Resources Fund Inc (PEO) as of April 26, 2017, with a value of $326,145 and a weighting of 16.85%.
Latest Holdings of Mark E. Stoeckle
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ADX | Adams Diversified Equity Fund Inc | 2022-02-03 | 78,269 | 20.57 | 1,609,993 |
| PEO | Adams Natural Resources Fund Inc | 2017-04-26 | 13,773 | 23.68 | 326,145 |
Holding Weightings of Mark E. Stoeckle
Mark E. Stoeckle Form 4 Trading Tracker
According to the SEC Form 4 filings, Mark E. Stoeckle has made a total of 1 transactions in Adams Diversified Equity Fund Inc (ADX) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Adams Diversified Equity Fund Inc is the acquisition of 2,200 shares on February 3, 2022, which cost Mark E. Stoeckle around $40,546.
According to the SEC Form 4 filings, Mark E. Stoeckle has made a total of 0 transactions in Adams Natural Resources Fund Inc (PEO) over the past 5 years. The most-recent trade in Adams Natural Resources Fund Inc is the sale of 8,800 shares on April 26, 2017, which brought Mark E. Stoeckle around $171,952.
Insider Trading History of Mark E. Stoeckle
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Mark E. Stoeckle Trading Performance
GuruFocus tracks the stock performance after each of Mark E. Stoeckle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mark E. Stoeckle is -1.29%. GuruFocus also compares Mark E. Stoeckle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mark E. Stoeckle within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Mark E. Stoeckle's insider trading performs compared to the benchmark.
Performance of Mark E. Stoeckle
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.73 | | | | | |
| Relative Return to S&P 500(%) | -0.02 | | | | | |
Mark E. Stoeckle Ownership Network
Mark E. Stoeckle Owned Company Details
What does Adams Diversified Equity Fund Inc do?
Who are the key executives at Adams Diversified Equity Fund Inc?
Mark E. Stoeckle is the CEO of Adams Diversified Equity Fund Inc. Other key executives at Adams Diversified Equity Fund Inc include Gen Counsel,Corp Sec & CCO Janis F. Kerns , E.V.P. Swindell Douglas Cotton , and President James P. Haynie .
Adams Diversified Equity Fund Inc (ADX) Insider Trades Summary
Over the past 18 months, Mark E. Stoeckle made no insider transaction in Adams Diversified Equity Fund Inc (ADX). Other recent insider transactions involving Adams Diversified Equity Fund Inc (ADX) include a net sale of 25,443 shares made by Frederic A Escherich , and a net purchase of 1,155 shares made by Jane Musser Nelson .
In summary, during the past 3 months, insiders sold 25,443 shares of Adams Diversified Equity Fund Inc (ADX) in total and bought 1,155 shares, with a net sale of 24,288 shares. During the past 18 months, 25,443 shares of Adams Diversified Equity Fund Inc (ADX) were sold and 1,155 shares were bought by its insiders, resulting in a net sale of 24,288 shares.
Adams Diversified Equity Fund Inc (ADX)'s detailed insider trading history can be found in Insider Trading Tracker table.
Adams Diversified Equity Fund Inc Insider Transactions
Mark E. Stoeckle Mailing Address
Above is the net worth, insider trading, and ownership report for Mark E. Stoeckle. You might contact Mark E. Stoeckle via mailing address: Adams Funds, 500 East Pratt St., Ste. 1300, Baltimore Md 21202.
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