Lauriann C Kloppenburg - Net Worth and Insider Trading
Lauriann C Kloppenburg Net Worth
The estimated net worth of Lauriann C Kloppenburg is at least $340,695 dollars as of 2024-04-24. Lauriann C Kloppenburg is the Director of Adams Diversified Equity Fund Inc and owns about 10,045 shares of Adams Diversified Equity Fund Inc (ADX) stock worth over $188,946. Lauriann C Kloppenburg is also the Director of Adams Natural Resources Fund Inc and owns about 6,411 shares of Adams Natural Resources Fund Inc (PEO) stock worth over $151,748. Details can be seen in Lauriann C Kloppenburg's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Lauriann C Kloppenburg has not made any transactions after 2021-04-26 and currently still holds the listed stock(s).
Transaction Summary of Lauriann C Kloppenburg
Lauriann C Kloppenburg Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Lauriann C Kloppenburg 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 Lauriann C Kloppenburg’s form 4 insider trades.
Insider Ownership Summary of Lauriann C Kloppenburg
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| ADX | Adams Diversified Equity Fund Inc | 2021-04-26 | director |
| PEO | Adams Natural Resources Fund Inc | 2021-04-26 | director |
Lauriann C Kloppenburg Latest Holdings Summary
Lauriann C Kloppenburg currently owns a total of 2 stocks. Among these stocks, Lauriann C Kloppenburg owns 10,045 shares of Adams Diversified Equity Fund Inc (ADX) as of April 26, 2021, with a value of $188,946 and a weighting of 55.46%. Lauriann C Kloppenburg also owns 6,411 shares of Adams Natural Resources Fund Inc (PEO) as of April 26, 2021, with a value of $151,748 and a weighting of 44.54%.
Latest Holdings of Lauriann C Kloppenburg
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| ADX | Adams Diversified Equity Fund Inc | 2021-04-26 | 10,045 | 18.81 | 188,946 |
| PEO | Adams Natural Resources Fund Inc | 2021-04-26 | 6,411 | 23.67 | 151,748 |
Holding Weightings of Lauriann C Kloppenburg
Lauriann C Kloppenburg Form 4 Trading Tracker
According to the SEC Form 4 filings, Lauriann C Kloppenburg 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 3,000 shares on April 26, 2021, which cost Lauriann C Kloppenburg around $57,480.
According to the SEC Form 4 filings, Lauriann C Kloppenburg 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 4,500 shares on April 26, 2021, which cost Lauriann C Kloppenburg around $66,510.
Insider Trading History of Lauriann C Kloppenburg
- 1
Lauriann C Kloppenburg Trading Performance
GuruFocus tracks the stock performance after each of Lauriann C Kloppenburg's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Lauriann C Kloppenburg is 4.95%. GuruFocus also compares Lauriann C Kloppenburg's trading performance to market benchmark return within the same time period. The performance of stocks bought by Lauriann C Kloppenburg within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Lauriann C Kloppenburg's insider trading performs compared to the benchmark.
Performance of Lauriann C Kloppenburg
Average Return
6.83%
Outperforming Transactions
50%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 2.22 | 4.95 | 6.7 | 6.83 | -0.54 | -0.31 |
| Relative Return to S&P 500(%) | 1.78 | -2.48 | -0.8 | 2.93 | -3.74 | -8.97 |
Lauriann C Kloppenburg Ownership Network
Ownership Network List of Lauriann C Kloppenburg
Ownership Network Relation of Lauriann C Kloppenburg
Lauriann C Kloppenburg Owned Company Details
What does Adams Diversified Equity Fund Inc do?
Who are the key executives at Adams Diversified Equity Fund Inc?
Lauriann C Kloppenburg 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, Lauriann C Kloppenburg 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
Lauriann C Kloppenburg Mailing Address
Above is the net worth, insider trading, and ownership report for Lauriann C Kloppenburg. You might contact Lauriann C Kloppenburg via mailing address: Adams Funds, 500 East Pratt Street, Suite 1300, Baltimore Md 21202.
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