Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RGC RESOURCES INC
Report date September 30, 2023 · Filed November 02, 2023
Section 16 reporting ended · disclosed 2023-11-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,797.226 |
Ending reported balance
After 2023-08-01 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2022-11-01 · Grant · Acquired 56.224 · Balance 27,677.089 F1: Includes 22.077 shares purchased 11/01/2022 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 34.147 restricted shares purchased 11/01/2022 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Row 2 · 2023-02-01 · Grant · Acquired 35.685 · Balance 27,712.774 F2: Includes 21.597 shares purchased 02/01/2023 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 14.088 restricted shares purchased 02/01/2023 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Row 3 · 2023-05-01 · Grant · Acquired 42.962 · Balance 27,755.736 F3: Includes 26.917 shares purchased 05/01/2023 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 16.045 restricted shares purchased 05/01/2023 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Row 4 · 2023-08-01 · Grant · Acquired 41.49 · Balance 27,797.226 F4: Includes 25.905 shares purchased 08/01/2023 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 15.585 restricted shares purchased 08/01/2023 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 22.077 shares purchased 11/01/2022 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 34.147 restricted shares purchased 11/01/2022 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan.
F2: Includes 21.597 shares purchased 02/01/2023 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 14.088 restricted shares purchased 02/01/2023 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan.
F3: Includes 26.917 shares purchased 05/01/2023 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 16.045 restricted shares purchased 05/01/2023 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan.
F4: Includes 25.905 shares purchased 08/01/2023 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan and 15.585 restricted shares purchased 08/01/2023 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 11, 2019 Filed Feb 13, 2019 20:58 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Options · Derivative | 319 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590458-19-000002 · primary_doc.xml · derivative · entry 2 Wells Robert L II · CIK 0001590458 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 Underlying: Common Stock · 319 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 20:58 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 319 | $12.67 | $4,042.69 |
DisclosureSEC source: 0001590458-19-000002 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP & Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,067.855 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of options granted 04/01/2013. Includes 6.714 shares purchased 02/01/2019 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment Stock Purchase Plan and 7.108 restricted shares purchased 02/01/2019 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Read SEC document |
| January 02, 2019 Filed Jan 3, 2019 21:36 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 1,186 | $27.49 | $32,603.14 |
DisclosureSEC source: 0001590458-19-000001 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,344.365 F1 · kind: Shares issued on 01/02/2019 to reporting person pursuant to an award under the Restricted Stock Plan to be vested over a three year period with 395.333 shares vesting immediately. F2 · balance_after: Balance includes 1,200.001 shares of unvested restricted stock. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 21:00 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Options · Derivative | 2,431 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590458-18-000006 · primary_doc.xml · derivative · entry 3 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 569 Underlying: Common Stock · 2,431 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 21:00 UTC | RGC RESOURCES INC RGCO · Entity 88 | SaleCommon Stock | 2,431 | $28.00 | $68,068.00 |
DisclosureSEC source: 0001590458-18-000006 · primary_doc.xml · nonDerivative · entry 2 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,549.033 Read SEC document |
| December 14, 2018 Filed Dec 18, 2018 21:00 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 2,431 | $12.67 | $30,808.06 |
DisclosureSEC source: 0001590458-18-000006 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,980.033 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of options granted 04/01/2013. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 20:26 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Options · Derivative | 1,000 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590458-18-000005 · primary_doc.xml · derivative · entry 3 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,000 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 20:26 UTC | RGC RESOURCES INC RGCO · Entity 88 | SaleCommon Stock | 1,000 | $28.00 | $28,000.00 |
DisclosureSEC source: 0001590458-18-000005 · primary_doc.xml · nonDerivative · entry 2 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,549.033 Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 20:26 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 1,000 | $12.67 | $12,673.00 |
DisclosureSEC source: 0001590458-18-000005 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,549.033 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of options granted 04/01/2013. Includes 5.847 shares purchased 11/01/2018 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment Stock Purchase Plan and 4.551 restricted shares purchased 11/01/2018 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 20:59 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock · Derivative | 500 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590458-18-000003 · primary_doc.xml · derivative · entry 2 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 05, 2018 Filed Oct 9, 2018 20:59 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 500 | $12.67 | $6,336.50 |
DisclosureSEC source: 0001590458-18-000003 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538.635 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of options granted 04/01/2013. All options fully exercisable six months after date of grant. F2 · balance_after: Includes 5.795 shares purchased 5/1/2018 and 5.296 shares purchased 08/01/2018 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Also includes 6.644 restricted shares purchased 05/01/2018 and 6.103 restricted shares purchased 08/01/2018 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Read SEC document |
| October 05, 2018 Filed Oct 10, 2018 16:29 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionNon-Qualified Stock Option · Derivative | 500 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590458-18-000004 · primary_doc.xml · derivative · entry 2 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Amended to reflect Non-Qualified Stock Option as derivative title. Read SEC document |
| October 05, 2018 Filed Oct 10, 2018 16:29 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 500 | $12.67 | $6,336.50 |
DisclosureSEC source: 0001590458-18-000004 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,538.635 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of options granted 04/01/2013. All options fully exercisable six months after date of grant. F2 · balance_after: Includes 5.795 shares purchased 5/1/2018 and 5.296 shares purchased 08/01/2018 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Also includes 6.644 restricted shares purchased 05/01/2018 and 6.103 restricted shares purchased 08/01/2018 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 19:56 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock · Derivative | 375 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC source: 0001590458-18-000002 · primary_doc.xml · derivative · entry 2 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,750 Underlying: Common Stock · 375 shares Expires 2023-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 05, 2018 Filed Feb 7, 2018 19:56 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 375 | $12.63 | $4,737.38 |
DisclosureSEC source: 0001590458-18-000002 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,014.797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of options granted 12/06/2013. All options fully exercisable six months after date of grant. F2 · balance_after: Includes 6.156 shares purchased through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Also includes 7.295 restricted shares purchased through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:35 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 1,228 | $26.33 | $32,333.24 |
DisclosureSEC source: 0001590458-18-000001 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,626.346 F1 · kind: Shares issued on 01/02/2018 to reporting person pursuant to an award under the RGC Resources, Inc. Key Employee Restricted Stock Plan to be vested over a three year period with 409.333 shares vesting immediately. F2 · balance_after: Includes 67.681 shares purchased through dividends reinvested in the Dividend Reinvestment Stock Purchase Plan. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 20:42 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Options · Derivative | 250 | $0.00 Strike: $18.95 | $0.00 |
DisclosureSEC source: 0001590458-17-000001 · primary_doc.xml · derivative · entry 2 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,750 Underlying: Common Stock · 250 shares Expires 2023-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Exercise of options granted 12/06/2013. All options fully exercisable six months after date of grant. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 20:42 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 250 | $18.95 | $4,737.50 |
DisclosureSEC source: 0001590458-17-000001 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,170.722 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 47.997 shares purchased through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 15:28 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantEmployee Stock Option · Derivative | 2,500 | $0.00 Strike: $24.55 | $0.00 |
DisclosureSEC source: 0001590458-16-000020 · primary_doc.xml · derivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 2,500 shares Expires 2026-12-08 F1 · kind: Grant under the RGC Resources, Inc. Key Employee Stock Option Plan. F2 · derivative.exercise_date: All options fully exercisable six months after date of grant. Read SEC document |
| September 13, 2016 Filed Sep 13, 2016 20:53 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Options · Derivative | 500 | $0.00 Strike: $18.95 | $0.00 |
DisclosureSEC source: 0001590458-16-000019 · primary_doc.xml · derivative · entry 2 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,500 Underlying: Common Stock · 500 shares Expires 2023-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Exercise of options granted 12/06/2013. All options fully exercisable six months after date of grant. Read SEC document |
| September 13, 2016 Filed Sep 13, 2016 20:53 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 500 | $18.95 | $9,475.00 |
DisclosureSEC source: 0001590458-16-000019 · primary_doc.xml · nonDerivative · entry 1 Wells Robert L II · CIK 0001590458 · VP, Information Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,872.725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 92.192 shares purchased through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.