The estimated Net Worth of James P. Haynie is at least $2.87 Million dollars as of 31 December 2016. Mr Haynie owns over 10,900 units of Adams Diversified Equity Fund stock worth over $1,538,098 and over the last 11 years he sold ADX stock worth over $228,825. In addition, he makes $1,103,768 as Exec. VP & Sr. Portfolio Mang. at Adams Diversified Equity Fund.
Mr has made over 8 trades of the Adams Diversified Equity Fund stock since 2013, according to the Form 4 filled with the SEC. Most recently he bought 10,900 units of ADX stock worth $143,880 on 31 December 2016.
The largest trade he's ever made was buying 13,500 units of Adams Diversified Equity Fund stock on 20 October 2016 worth over $175,365. On average, Mr trades about 2,148 units every 47 days since 2013. As of 31 December 2016 he still owns at least 73,558 units of Adams Diversified Equity Fund stock.
You can see the complete history of Mr Haynie stock trades at the bottom of the page.
James P. Haynie CFA is the Exec. VP & Sr. Portfolio Mang. at Adams Diversified Equity Fund.
As the Exec. VP & Sr. Portfolio Mang. of Adams Diversified Equity Fund, the total compensation of Mr CFA at Adams Diversified Equity Fund is $1,103,768. There are 1 executives at Adams Diversified Equity Fund getting paid more, with Mark Stoeckle having the highest compensation of $1,721,760.
Mr CFA is 58, he's been the Exec. VP & Sr. Portfolio Mang. of Adams Diversified Equity Fund since . There are 10 older and 9 younger executives at Adams Diversified Equity Fund. The oldest executive at Adams Diversified Equity Fund is Enrique Arzac, 79, who is the Independent Director.
James's mailing address filed with the SEC is 7 ST. PAUL STREET, SUITE 1140, BALTIMORE, MD, 21202.
Over the last 21 years, insiders at Adams Diversified Equity Fund have traded over $998,128 worth of Adams Diversified Equity Fund stock and bought 193,156 units worth $2,883,139 . The most active insiders traders include Douglas G Ober, Joseph M Truta, and Mary Chris Jammet. On average, Adams Diversified Equity Fund executives and independent directors trade stock every 77 days with the average trade being worth of $112,475. The most recent stock trade was executed by Mary Chris Jammet on 27 January 2023, trading 1,940 units of ADX stock currently worth $29,992.
adams funds is composed of two of the country’s oldest closed-end equity funds - adams diversified equity fund, inc. (nyse:adx) and adams natural resources fund, inc. (nyse:peo). as closed-end funds, shares of each fund’s common stock are listed and trade on the new york stock exchange. for over 85 years, both funds have been internally managed and have generated capital growth and income through portfolio performance, dividends, and distributions. the funds are managed by an experienced team employing a disciplined approach to identify investment opportunities and carefully manage risk. our funds have paid dividends for over 80 years and are committed to an annual distribution rate of at least 6%.
Adams Diversified Equity Fund executives and other stock owners filed with the SEC include: