Adams Diversified Equity Fund Management
Management criteria checks 4/4
Adams Diversified Equity Fund's CEO is Jim Haynie, appointed in Apr 2023, has a tenure of 1.75 years. directly owns 0.16% of the company’s shares, worth $3.55M. The average tenure of the management team and the board of directors is 7.8 years and 7.3 years respectively.
Key information
Jim Haynie
Chief executive officer
US$101.9k
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | 1.8yrs |
| CEO ownership | 0.2% |
| Management average tenure | 7.8yrs |
| Board average tenure | 7.3yrs |
Recent management updates
Recent updates
ADX: The Last Big One
Dec 22ADX: 8% Distribution Rate Policy And Discount Widening Back Out
Oct 22ADX: Big 8% Yield, Big Discount To NAV (Tender Offer)
Jul 16ADX: Opportunity Exists
Jun 20ADX: 6-8% Income, Good Discount, And Solid Past Performance
May 27ADX: Take Some Chips Off The Table
Mar 24ADX: 4 Reasons To Be Cautious Despite Recent Outperformance
Jan 02ADX: Look Out For A Large Year-End Distribution
Oct 25ADX: A Good Fund For Income Seeking Investors
Aug 17Adams Diversified Equity Fund (NYSE:ADX) Is Paying Out A Dividend Of $0.05
Jul 24
ADX: Reinvesting Or Not Makes A Difference - Maybe
May 31Adams Diversified Equity Fund (NYSE:ADX) Is Due To Pay A Dividend Of $0.05
Apr 24ADX: Solid Equity Fund Yielding 6%
Feb 25Adams Diversified Equity Fund declares $0.10 dividend
Jan 20ADX: Large-Cap Diversified Equity Fund With A Committed 6% Distribution
Dec 06Adams Diversified Equity Fund declares $0.92 dividend
Nov 14ADX: When The Market Falls, Keep Buying More Of This 6% Yielder
Sep 18Adams Funds CEO to retire, successor appointed
Sep 07ADX: Is This 17% CEF Yield Real?
Aug 08ADX: A Lean Year For Equities, But Still Finding Capital Gains
May 17ADX: Solid Equity CEF With High Distribution Yield, Attractive 13.8% Discount
Jan 24ADX: Year-End "Bonus" Coming Up
Nov 01ADX: Massive Q4 Dividend, On Sale, Despite Naysayers
Sep 06ADX: A FAAMG Heavy Portfolio At A 14% Discount
Aug 09ADX: Deep Discount, Keeping Up With The S&P 500 YTD
Jun 11Adams Diversified Equity Fund declares $0.88 dividend
Nov 13ADX: Positive Returns, Looking Forward To A Year-End Special Dividend
Nov 09CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2024 | n/a | n/a | US$625m |
| Mar 31 2024 | n/a | n/a | US$589m |
| Dec 31 2023 | US$102k | n/a | US$553m |
| Sep 30 2023 | n/a | n/a | US$466m |
| Jun 30 2023 | n/a | n/a | US$379m |
| Mar 31 2023 | n/a | n/a | -US$46m |
| Dec 31 2022 | US$107k | n/a | -US$471m |
| Sep 30 2022 | n/a | n/a | -US$350m |
| Jun 30 2022 | n/a | n/a | -US$230m |
| Mar 31 2022 | n/a | n/a | US$198m |
| Dec 31 2021 | US$1m | US$315k | US$625m |
| Sep 30 2021 | n/a | n/a | US$674m |
| Jun 30 2021 | n/a | n/a | US$723m |
| Mar 31 2021 | n/a | n/a | US$537m |
| Dec 31 2020 | US$703k | US$185k | US$350m |
| Sep 30 2020 | n/a | n/a | US$238m |
| Jun 30 2020 | n/a | n/a | US$127m |
| Mar 31 2020 | n/a | n/a | US$303m |
| Dec 31 2019 | US$738k | US$181k | US$479m |
| Sep 30 2019 | n/a | n/a | US$342m |
| Jun 30 2019 | n/a | n/a | US$205m |
| Mar 31 2019 | n/a | n/a | US$72m |
| Dec 31 2018 | US$612k | US$178k | -US$62m |
Compensation vs Market: Jim's total compensation ($USD101.89K) is below average for companies of similar size in the US market ($USD5.43M).
Compensation vs Earnings: Jim's compensation has been consistent with company performance over the past year.
CEO
Jim Haynie (61 yo)
1.8yrs
Tenure
US$101,891
Compensation
Mr. James Phillip Haynie, also known as Jim, CFA serves as the Chief Executive Officer, Senior Portfolio Manager and Director at Adams Diversified Equity Fund, Inc. since April 20, 2023. He serves as Direc...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, Senior Portfolio Manager & Director | 1.8yrs | US$101.89k | 0.16% $ 3.6m | |
| Portfolio Manager & President | 1.8yrs | US$70.81k | 0.058% $ 1.3m | |
| VP & CFO | 12.8yrs | US$41.09k | 0.035% $ 789.8k | |
| VP, General Counsel | 6.5yrs | no data | 0.033% $ 747.4k | |
| Treasurer & Director of Human Resources | 1.8yrs | no data | no data | |
| Executive Vice President & Portfolio Manager | no data | no data | no data | |
| VP of Research & Senior Equity Analyst | 19.8yrs | no data | no data | |
| VP of Research & Senior Equity Analyst | 10.6yrs | no data | no data | |
| Vice President of Research and Senior Equity Analyst | 10.3yrs | no data | no data | |
| Vice President of Research | 7.8yrs | no data | no data | |
| Senior Equity Analyst | no data | no data | no data |
7.8yrs
Average Tenure
60yo
Average Age
Experienced Management: ADX's management team is seasoned and experienced (7.8 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, Senior Portfolio Manager & Director | 1.8yrs | US$101.89k | 0.16% $ 3.6m | |
| Independent Director | 7.3yrs | US$68.00k | 0.012% $ 270.2k | |
| Independent Director | 4.1yrs | US$66.50k | 0.0076% $ 170.5k | |
| Independent Director | 18.9yrs | US$68.00k | 0.045% $ 1.0m | |
| Non-Executive Independent Chairperson | 17yrs | US$85.00k | 0.010% $ 229.1k | |
| Director | 11.9yrs | US$43.33k | 0.072% $ 1.6m | |
| Independent Director | 3.1yrs | US$65.00k | 0.0045% $ 100.6k |
7.3yrs
Average Tenure
65yo
Average Age
Experienced Board: ADX's board of directors are considered experienced (7.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/01/02 00:52 |
| End of Day Share Price | 2025/01/02 00:00 |
| Earnings | 2024/06/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Adams Diversified Equity Fund, Inc. is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Alexander Reiss | Stifel, Equities Research |