Kenneth James Dale - Net Worth and Insider Trading
Kenneth James Dale Net Worth
The estimated net worth of Kenneth James Dale is at least $555,040 dollars as of 2024-05-26. Kenneth James Dale is the Director of Adams Diversified Equity Fund Inc and owns about 15,810 shares of Adams Diversified Equity Fund Inc (ADX) stock worth over $327,741. Kenneth James Dale is also the Director of Adams Natural Resources Fund Inc and owns about 9,827 shares of Adams Natural Resources Fund Inc (PEO) stock worth over $227,299. Details can be seen in Kenneth James Dale's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Kenneth James Dale has not made any transactions after 2019-08-01 and currently still holds the listed stock(s).
Transaction Summary of Kenneth James Dale
Kenneth James Dale Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Kenneth James Dale 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 Kenneth James Dale’s form 4 insider trades.
Insider Ownership Summary of Kenneth James Dale
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ADX | Adams Diversified Equity Fund Inc | 2019-08-01 | director |
| PEO | Adams Natural Resources Fund Inc | 2019-08-01 | director |
Kenneth James Dale Latest Holdings Summary
Kenneth James Dale currently owns a total of 2 stocks. Among these stocks, Kenneth James Dale owns 15,810 shares of Adams Diversified Equity Fund Inc (ADX) as of August 1, 2019, with a value of $327,741 and a weighting of 59.05%. Kenneth James Dale also owns 9,827 shares of Adams Natural Resources Fund Inc (PEO) as of August 1, 2019, with a value of $227,299 and a weighting of 40.95%.
Latest Holdings of Kenneth James Dale
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ADX | Adams Diversified Equity Fund Inc | 2019-08-01 | 15,810 | 20.73 | 327,741 |
| PEO | Adams Natural Resources Fund Inc | 2019-08-01 | 9,827 | 23.13 | 227,299 |
Holding Weightings of Kenneth James Dale
Kenneth James Dale Form 4 Trading Tracker
According to the SEC Form 4 filings, Kenneth James Dale 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 1,576 shares on August 1, 2019, which cost Kenneth James Dale around $24,964.
According to the SEC Form 4 filings, Kenneth James Dale has made a total of 1 transactions in Adams Natural Resources Fund Inc (PEO) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Adams Natural Resources Fund Inc is the acquisition of 1,562 shares on August 1, 2019, which cost Kenneth James Dale around $24,961.
Insider Trading History of Kenneth James Dale
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Kenneth James Dale Trading Performance
GuruFocus tracks the stock performance after each of Kenneth James Dale's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kenneth James Dale is 1.58%. GuruFocus also compares Kenneth James Dale's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kenneth James Dale within 3 months outperforms 0 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 Kenneth James Dale's insider trading performs compared to the benchmark.
Performance of Kenneth James Dale
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -3.95 | | | | | |
| Relative Return to S&P 500(%) | -3.03 | | | | | |
Kenneth James Dale Ownership Network
Kenneth James Dale Owned Company Details
What does Adams Diversified Equity Fund Inc do?
Who are the key executives at Adams Diversified Equity Fund Inc?
Kenneth James Dale is the director of Adams Diversified Equity Fund Inc. Other key executives at Adams Diversified Equity Fund Inc include CEO Mark E. Stoeckle , Gen Counsel,Corp Sec & CCO Janis F. Kerns , and E.V.P. Swindell Douglas Cotton .
Adams Diversified Equity Fund Inc (ADX) Insider Trades Summary
Over the past 18 months, Kenneth James Dale 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 purchase of 3,585 shares made by Jane Musser Nelson , and a net purchase of 1,940 shares made by Mary Christine Gay .
In summary, during the past 3 months, insiders sold 0 shares of Adams Diversified Equity Fund Inc (ADX) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Adams Diversified Equity Fund Inc (ADX) were sold and 5,525 shares were bought by its insiders, resulting in a net purchase of 5,525 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
Kenneth James Dale Mailing Address
Above is the net worth, insider trading, and ownership report for Kenneth James Dale. You might contact Kenneth James Dale via mailing address: Adams Funds, 500 East Pratt Street, Suite 1300, Baltimore Md 21202.
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