UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. 7)*
THE ADAMS EXPRESS COMPANY
-------------------------
(Name of Issuer)
Common Stock
------------------------------
(Title of Class of Securities)
006212104
--------------
(CUSIP Number)
December 31, 2005
-------------------------------------------------------
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this
Schedule is filed:
[ ] Rule 13d-1(b)
[x] Rule 13d-1(c)
[ ] Rule 13d-1(d)
*The remainder of this cover page shall be filled out for a reporting
person's initial filing on this form with respect to the subject class of
securities, and for any subsequent amendment containing information which
would alter the disclosures provided in a prior cover page.
The information required in the remainder of this cover page shall not be
deemed to be "filed" for the purpose of Section 18 of the Securities
Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of
that section of the Act but shall be subject to all other provisions of
the Act (however, see the Notes).
CUSIP 006212104 SCHEDULE 13G Page 2 of 13
1. Names of Reporting Persons Erik E. Bergstrom
I.R.S. Identification Nos. of above persons (entities only).
2. Check the Appropriate Box if a Member of a Group (See Instructions)
(a) [ ]
(b) [x]
3. SEC Use Only
4. Citizenship or Place of Organization USA
Number of 5. Sole Voting Power 0
Shares
Beneficially 6. Shared Voting Power 7,715,000
Owned
by Each 7. Sole Dispositive Power 0
Reporting
Person With 8. Shared Dispositive Power 7,715,000
9. Aggregate Amount Beneficially Owned by Each Reporting Person 7,715,000
10. Check if the Aggregate Amount in Row (9) Excludes Certain [x]*
Shares (See Instructions)
11. Percent of Class Represented by Amount in Row (9) 9.0%
12. Type of Reporting Person (See Instructions) IN
* See Response to Item 4.
CUSIP 006212104 SCHEDULE 13G Page 3 of 13
1. Names of Reporting Persons Erik E. Bergstrom Living Trust
U/A Dated 12/6/74
I.R.S. Identification Nos. of above persons (entities only).
2. Check the Appropriate Box if a Member of a Group (See Instructions)
(a) [ ]
(b) [x]
3. SEC Use Only
4. Citizenship or Place of Organization USA
Number of 5. Sole Voting Power 0
Shares
Beneficially 6. Shared Voting Power 2,915,000
Owned
by Each 7. Sole Dispositive Power 0
Reporting
Person With 8. Shared Dispositive Power 2,915,000
9. Aggregate Amount Beneficially Owned by Each Reporting Person 2,915,000
10. Check if the Aggregate Amount in Row (9) Excludes Certain [ ]
Shares (See Instructions)
11. Percent of Class Represented by Amount in Row (9) 3.4%
12. Type of Reporting Person (See Instructions) OO
CUSIP 006212104 SCHEDULE 13G Page 4 of 13
1. Names of Reporting Persons Edith H. Bergstrom
I.R.S. Identification Nos. of above persons (entities only).
2. Check the Appropriate Box if a Member of a Group (See Instructions)
(a) [ ]
(b) [x]
3. SEC Use Only
4. Citizenship or Place of Organization USA
Number of 5. Sole Voting Power 0
Shares
Beneficially 6. Shared Voting Power 85,000
Owned
by Each 7. Sole Dispositive Power 0
Reporting
Person With 8. Shared Dispositive Power 85,000
9. Aggregate Amount Beneficially Owned by Each Reporting Person 85,000
10. Check if the Aggregate Amount in Row (9) Excludes Certain [ ]
Shares (See Instructions)
11. Percent of Class Represented by Amount in Row (9) 0.1%
12. Type of Reporting Person (See Instructions) IN
CUSIP 006212104 SCHEDULE 13G Page 5 of 13
1. Names of Reporting Persons Edith H. Bergstrom Living Trust
U/A Dated 12/6/74
I.R.S. Identification Nos. of above persons (entities only).
2. Check the Appropriate Box if a Member of a Group (See Instructions)
(a) [ ]
(b) [x]
3. SEC Use Only
4. Citizenship or Place of Organization USA
Number of 5. Sole Voting Power 0
Shares
Beneficially 6. Shared Voting Power 85,000
Owned
by Each 7. Sole Dispositive Power 0
Reporting
Person With 8. Shared Dispositive Power 85,000
9. Aggregate Amount Beneficially Owned by Each Reporting Person 85,000
10. Check if the Aggregate Amount in Row (9) Excludes Certain [ ]
Shares (See Instructions)
11. Percent of Class Represented by Amount in Row (9) 0.1%
12. Type of Reporting Person (See Instructions) OO
CUSIP 006212104 SCHEDULE 13G Page 6 of 13
1. Names of Reporting Persons Erik E. and Edith H. Bergstrom
Foundation, a Charitable Trust
I.R.S. Identification Nos. of above persons (entities only).
2. Check the Appropriate Box if a Member of a Group (See Instructions)
(a) [ ]
(b) [x]
3. SEC Use Only
4. Citizenship or Place of Organization USA
Number of 5. Sole Voting Power 0
Shares
Beneficially 6. Shared Voting Power 4,800,000
Owned
by Each 7. Sole Dispositive Power 0
Reporting
Person With 8. Shared Dispositive Power 4,800,000
9. Aggregate Amount Beneficially Owned by Each Reporting Person 4,800,000
10. Check if the Aggregate Amount in Row (9) Excludes Certain [ ]
Shares (See Instructions)
11. Percent of Class Represented by Amount in Row (9) 5.6%
12. Type of Reporting Person (See Instructions) CO
CUSIP 006212104 SCHEDULE 13G Page 7 of 13
Item 1.
(a) Name of Issuer
The Adams Express Company
(b) Address of Issuer's Principal Executive Offices:
7 St. Paul Street, Suite 1140, Baltimore, Maryland 21202
Item 2.
(a) Names of Persons Filing
Erik E. Bergstrom
Erik E. Bergstrom Living Trust U/A Dated 12/6/74
Edith H. Bergstrom
Edith H. Bergstrom Living Trust U/A Dated 12/6/74
Erik E. and Edith H. Bergstrom Foundation, a Charitable Trust
(b) Address of Principal Business Office or, if none, Residence
The business address of Erik E. Bergstrom, Erik E. Bergstrom Living
Trust U/A Dated 12/6/74, Edith H. Bergstrom and Edith H. Bergstrom
Living Trust U/A Dated 12/6/74 is P.O. Box 126, Palo Alto,
California 94302. The business address of the Erik E. and Edith H.
Bergstrom Foundation, a Charitable Trust is P.O. Box 520, Palo Alto,
California 94302.
(c) Citizenship
See Items 4 to pages 2-6 which Items are incorporated by reference
herein.
(d) Title of Class of Securities
Common Stock
(e) CUSIP Number
006212104
Item 3. If this statement is filed pursuant to 240.13d-1(b) or
240.13d-2(b) or (c), check whether the person filing is a:
[ ] (a) Broker or dealer registered under section 15 of the Act
(15 U.S.C. 78o);
[ ] (b) Bank as defined in section 3(a)(6) of the Act
(15 U.S.C. 78c);
[ ] (c) Insurance company as defined in section 3(a)(19) of the Act
(15 U.S.C. 78c);
[ ] (d) Investment company registered under section 8 of the
Investment Company Act of 1940 (15 U.S.C 80a-8);
CUSIP 006212104 SCHEDULE 13G Page 8 of 13
[ ] (e) An investment adviser in accordance with 240.13d-1(b)
(1)(ii)(E);
[ ] (f) An employee benefit plan or endowment fund in accordance
with 240.13d-1(b)(1)(ii)(F);
[ ] (g) A parent holding company or control person in accordance
with 240.13d-1(b)(1)(ii)(G);
[ ] (h) A savings associations as defined in Section 3(b) of the
Federal Deposit Insurance Act (12 U.S.C. 1813);
[ ] (i) A church plan that is excluded from the definition of an
investment company under section 3(c)(14) of the Investment
Company Act of 1940 (15 U.S.C. 80a-3);
[ ] (j) Group, in accordance with 240.13d-1(b)(1)(ii)(J).
Item 4. Ownership.
The following table specifies as of January 31, 2006 the number of
shares of Common Stock as to which each person named in Item 2(a) has sole
or shared power to vote or direct the vote or to dispose or direct the
disposition, as well as the percentages such shares constitute of the
Common Stock reported to be outstanding as of December 31, 2005.
Sole Voting Shared Voting
and and Aggregate Percentage of
Dispositive Dispositive Number Outstanding
Name Power Power of Shares Shares
Erik E. Bergstrom 0 7,715,000 7,715,000 9.0%
Erik E. Bergstrom 0 2,915,000 2,915,000 3.4%
Living Trust U/A
Dated 12/6/74
Edith H. Bergstrom 0 85,000 85,000 0.1%
Edith H. Bergstrom 0 85,000 85,000 0.1%
Living Trust U/A
Dated 12/6/74
Erik E. and Edith H. 0 4,800,000 4,800,000 5.6%
Bergstrom Foundation,
a Charitable Trust
The reporting persons may be deemed to be members of a "group" within
the meaning of Section 13(d)(3) of the Act and the rules and regulations
thereunder. Membership in such a group is hereby disclaimed.
Consists of shares of Common Stock owned by the Erik E. Bergstrom
Living Trust U/A Dated 12/6/74, and Erik E. and Edith H. Bergstrom
Foundation, a Charitable Trust. Does not include the shares owned by Edith
H. Bergstrom and the Edith H. Bergstrom Living Trust U/A Dated 12/6/74.
Pursuant to Rule 13d-4, Erik E. Bergstrom hereby disclaims beneficial
ownership of all shares owned by Edith H. Bergstrom, the Edith H. Bergstrom
Living Trust U/A Dated 12/6/74, and Erik E. and Edith H. Bergstrom
Foundation, a Charitable Trust.
Consists of 85,000 shares of Common Stock owned by the Edith H.
Bergstrom Living Trust U/A Dated 12/6/74.
CUSIP 006212104 SCHEDULE 13G Page 9 of 13
Item 5. Ownership of Five Percent or Less of a Class
Not applicable.
Item 6. Ownership of More than Five Percent on Behalf of Another Person.
Not applicable.
Item 7. Identification and Classification of the Subsidiary Which Acquired
the Security Being Reported on By the Parent Holding Company
Not applicable.
Item 8. Identification and Classification of Members of the Group
See Exhibit 1.
Item 9. Notice of Dissolution of Group
Not applicable.
Item 10. Certification
By signing below, each of the signatories certifies that, to the best of
its knowledge and belief, the securities referred to above were not acquired
and are not held for the purpose of or with the effect of changing or
influencing the control of the issuer of the securities and were not acquired
and are not held in connection with or as a participant in any transaction
having that purpose or effect.
SIGNATURE
After reasonable inquiry and to the best of its knowledge and belief,
each of the signatories certifies that the information set forth in this
statement is true, complete and correct.
Dated: February 8, 2006
/s/Erik E. Bergstrom
--------------------------------------
Signature
Print Name Erik E. Bergstrom
/s/Edith H. Bergstrom
--------------------------------------
Signature
Print Name Edith H. Bergstrom
CUSIP 006212104 SCHEDULE 13G Page 10 of 13
Erik E. Bergstrom Living Trust U/A
Dated 12/6/74
By: /s/Erik E. Bergstrom
--------------------------------------
Signature
Print Name Erik E. Bergstrom
Title Trustee
Edith H. Bergstrom Living Trust U/A
Dated 12/6/74
By: /s/Edith H. Bergstrom
--------------------------------------
Signature
Print Name Edith H. Bergstrom
Title Trustee
Erik E. and Edith H. Bergstrom
Foundation, a Charitable Trust
By: /s/Erik E. Bergstrom
--------------------------------------
Signature
Print Name Erik E. Bergstrom
Title Trustee
CUSIP 006212104 SCHEDULE 13G Page 11 of 13
EXHIBIT INDEX
Exhibit 1 Identity of Group Members Page 12
Exhibit 2 Joint Filing Undertaking Page 13
CUSIP 006212104 SCHEDULE 13G Page 12 of 13
Exhibit 1 - Identity of Group Members
Erik E. Bergstrom
Erik E. Bergstrom Living Trust U/A Dated 12/6/74
Edith H. Bergstrom
Edith H. Bergstrom Living Trust U/A Dated 12/6/74
Erik E. and Edith H. Bergstrom Foundation, a Charitable Trust
CUSIP 006212104 SCHEDULE 13G Page 13 of 13
Exhibit 2 - Joint Filing Undertaking
The undersigned, being authorized thereunto, hereby execute this
agreement as an exhibit to this Schedule 13G to evidence the agreement of
the below-named parties, in accordance with rules promulgated pursuant to
the Securities Exchange Act of 1934, to file this Schedule, as it may be
amended, jointly on behalf of each of such parties.
Dated: February 8, 2006
/s/Erik E. Bergstrom
--------------------------------------
Signature
Print Name Erik E. Bergstrom
/s/Edith H. Bergstrom
--------------------------------------
Signature
Print Name Edith H. Bergstrom
Erik E. Bergstrom Living Trust U/A
Dated 12/6/74
By: /s/Erik E. Bergstrom
--------------------------------------
Signature
Print Name Erik E. Bergstrom
Title Trustee
Edith H. Bergstrom Living Trust U/A
Dated 12/6/74
By: /s/Edith H. Bergstrom
--------------------------------------
Signature
Print Name Edith H. Bergstrom
Title Trustee
Erik E. and Edith H. Bergstrom
Foundation, a Charitable Trust
By: /s/Erik E. Bergstrom
--------------------------------------
Signature
Print Name Erik E. Bergstrom
Title Trustee