Erik E. and Edith H. Bergstrom Foundation - Dec 31, 2024 Form SCHEDULE 13G/A Schedule Report for Adams Diversified Equity Fund, Inc. (ADX)

Filing Manager
Bergstrom Edith H.
Reporting Manager
Erik E. and Edith H. Bergstrom Foundation
Security
Adams Diversified Equity Fund, Inc. Common Stock
Symbol
ADX
Shares outstanding
125M shares
Disclosed Ownership
1.63M shares
Ownership
1.3%
Form type
SCHEDULE 13G/A
Date filed
2/13/2025, 06:02 AM
Date of event
Dec 31, 2024
SEC
View on sec.gov

Reporting Managers (9)

Name Ownership Shares Owned sole voting power shared voting power Signature Title CIK
Edith H. Bergstrom 1% 1.2M 1.2M 0 /s/ Julia Bolous By: Julia Bolous, Trustee
Edith H. Bergstrom Living Trust 0.1% 125K 125K 0 /s/ Julia Bolous By: Julia Bolous, Trustee
Erik E. Bergstrom Charitable Remainder Trust 0.9% 1.07M 1.07M 0 /s/ Julia Bolous By: Julia Bolous, Trustee
Erik E. and Edith H. Bergstrom Foundation 1.3% 1.63M 0 1.63M /s/ Jennifer Benz, /s/ Rodrigo Barillas, /s/ Janet Greig, /s/ Charles C. Davis, /s/ Ndola Prata By: Jennifer Benz, Rodrigo Barillas, Janet Greig, Charles C. Davis and Ndola Prata, Trustees
Jennifer Benz 1.3% 1.63M 0 1.63M /s/ Jennifer Benz Jennifer Benz
Rodrigo Barillas 1.3% 1.63M 0 1.63M /s/ Rodrigo Barillas Rodrigo Barillas
Janet Greig 1.3% 1.63M 0 1.63M /s/ Janet Greig Janet Greig
Charles C. Davis 1.3% 1.63M 0 1.63M /s/ Charles C. Davis Charles C. Davis
Ndola Prata 1.3% 1.63M 0 1.63M /s/ Ndola Prata Ndola Prata