| |
| |
|
| Insider
Information: |
Schwab Susan C |
| Relationship: |
Director |
| City: |
Annapolis |
| State: |
MD |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
6 |
|
| Direct
Shares |
48,887 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$13,908,070 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
48,887 |
|
|
| Total
Value |
$13,908,070 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
4
|
|
Stock
price went up :
|
0
|
2
|
| Stock
price went down : |
0
|
2
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
 54.1%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Fedex Corp |
FDX |
Director |
2024-03-27 |
7,865 |
2009-06-18 |
0 |
Premium* |
|
|
Caterpillar Inc |
CAT |
Director |
2023-06-14 |
23,106 |
2009-07-31 |
0 |
Premium* |
|
|
Adams Express Co |
ADX |
Director |
2004-12-31 |
1,520 |
2003-12-27 |
0 |
Premium* |
|
|
Adams Natural Resources Fund Inc |
PEO |
Director |
2004-12-31 |
634 |
2003-12-27 |
0 |
Premium* |
|
|
Boeing Co |
BA |
Director |
2011-08-11 |
1,492 |
2010-04-26 |
0 |
Premium* |
|
|
Marriott International Inc |
MAR |
Director |
2023-05-16 |
14,270 |
2015-05-11 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
88 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| PEO |
Adams Natural Resources F... |
Director |
– • – |
2004-12-31 |
5 |
A |
$0.00 |
$0 |
D/D |
7 |
634 |
0 |
- |
|
| ADX |
Adams Express Co |
Director |
– • – |
2004-12-31 |
5 |
A |
$0.00 |
$0 |
D/D |
12 |
1,520 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2012-03-05 |
4 |
A |
$0.00 |
$0 |
D/D |
909 |
7,667 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2013-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,115 |
9,009 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2014-03-03 |
4 |
A |
$0.00 |
$0 |
D/D |
1,298 |
10,307 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2015-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,506 |
11,831 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2015-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,750 |
1,750 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2016-03-07 |
4 |
A |
$0.00 |
$0 |
D/D |
1,672 |
14,468 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2016-05-09 |
4 |
A |
$0.00 |
$0 |
D/D |
2,026 |
3,776 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2017-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,358 |
3,108 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2018-03-05 |
4 |
A |
$0.00 |
$0 |
D/D |
993 |
17,182 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2018-05-11 |
4 |
A |
$0.00 |
$0 |
D/D |
1,186 |
2,936 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2019-03-04 |
4 |
A |
$0.00 |
$0 |
D/D |
1,084 |
18,880 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2019-05-13 |
4 |
A |
$0.00 |
$0 |
D/D |
1,292 |
3,042 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2020-03-02 |
4 |
A |
$0.00 |
$0 |
D/D |
1,176 |
20,469 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2020-05-13 |
4 |
A |
$0.00 |
$0 |
D/D |
2,145 |
5,187 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2021-03-01 |
4 |
A |
$0.00 |
$0 |
D/D |
683 |
21,424 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2021-05-10 |
4 |
A |
$0.00 |
$0 |
D/D |
1,224 |
6,411 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2022-05-09 |
4 |
A |
$0.00 |
$0 |
D/D |
1,111 |
7,522 |
0 |
- |
|
| MAR |
Marriott International In... |
Director |
• • – |
2023-05-16 |
4 |
A |
$0.00 |
$0 |
D/D |
1,143 |
8,665 |
0 |
- |
|
| FDX |
Fedex Corp |
Director |
• • – |
2023-09-22 |
4 |
A |
$0.00 |
$69,930 |
D/D |
1,012 |
7,865 |
0 |
- |
|
| ADX |
Adams Express Co |
Director |
– • – |
2003-12-27 |
5 |
A |
$12.09 |
$1,124 |
D/D |
93 |
1,508 |
0 |
- |
|
| PEO |
Adams Natural Resources F... |
Director |
– • – |
2003-12-27 |
5 |
A |
$21.74 |
$739 |
D/D |
34 |
627 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2009-07-31 |
4 |
A |
$43.74 |
$12,989 |
D/D |
297 |
297 |
0 |
- |
|
| CAT |
Caterpillar Inc |
Director |
– • – |
2009-09-30 |
4 |
A |
$51.43 |
$13,011 |
D/D |
253 |
836 |
0 |
- |
|
88 Records found
|
|
Page 1 of 4 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
