Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpUBSH · Entity 3827 | Director | February 01, 2019 | March 21, 2019 |
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.
Atlantic Union Bankshares Corp
Report date February 01, 2019 · Filed March 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,685.8184 |
Reported balance
After 2019-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-02-01 · Other · Acquired 1,500 · Balance 35,685.8184 F1: Received in exchange for 2,000 shares of Access National Corporation ("Access) common stock in connection with the merger of Access with and into Union Bankshares Corporation ("Union") effective February 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on February 1, 2019 (the "Effective Time"), each outstanding share of Access common stock converted into the right to receive 0.75 shares of Union common stock. On January 31, 2019, the last trading day before the Effective Time, the closing price of Access's common stock was $23.61 per share and the closing price of Union's common stock was $31.56 per share. All fractional share holdings were paid in cash. F2: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: Received in exchange for 2,000 shares of Access National Corporation ("Access) common stock in connection with the merger of Access with and into Union Bankshares Corporation ("Union") effective February 1, 2019 (the "Merger"). At the effective time of the Merger at 12:01 a.m. on February 1, 2019 (the "Effective Time"), each outstanding share of Access common stock converted into the right to receive 0.75 shares of Union common stock. On January 31, 2019, the last trading day before the Effective Time, the closing price of Access's common stock was $23.61 per share and the closing price of Union's common stock was $31.56 per share. All fractional share holdings were paid in cash.
F2: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4.
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 August 03, 2020 · Filed August 13, 2020
Section 16 reporting ended · disclosed 2020-08-13. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| January 03, 2017 Filed Jan 4, 2017 20:08 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 66.908 | $24.90 | $1,666.01 |
DisclosureSEC source: 0001282618-17-000001 · primary_doc.xml · nonDerivative · entry 1 SMOOT RAYMOND D JR · CIK 0001282618 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,747.366 F1 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. F2 · balance_after: 22,497.366 shares owned directly by insider. 250 shares owned indirectly by spouse. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 21:03 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 67.297 | $24.76 | $1,666.00 |
DisclosureSEC source: 0001282618-16-000032 · primary_doc.xml · nonDerivative · entry 1 SMOOT RAYMOND D JR · CIK 0001282618 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,680.458 F1 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. F2 · balance_after: 22,430.458 shares owned directly by insider. 250 shares owned indirectly by spouse. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 20:09 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 259 | $33.80 | $8,754.20 |
DisclosureSEC source: 0000883948-16-000354 · wf-form4_148096854745330.xml · nonDerivative · entry 1 SMOOT RAYMOND D JR · CIK 0001282618 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,204.698 F1 · kind: Direct issue from Issuer. F2 · price: Based on market closing price on November 30, 2016. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 19:05 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 32.288 | $24.78 | $800.00 |
DisclosureSEC source: 0001282618-16-000030 · primary_doc.xml · nonDerivative · entry 1 SMOOT RAYMOND D JR · CIK 0001282618 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,578.209 F1 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. F2 · balance_after: 22,328.209 shares owned directly by insider Includes 108.553 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. and 12.584 unrestricted shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan of RGC Resources, Inc. 250 shares owned indirectly by spouse. Read SEC document |
| November 01, 2016 Filed Dec 2, 2016 20:35 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 67.24 | $24.78 | $1,666.01 |
DisclosureSEC source: 0001282618-16-000031 · primary_doc.xml · nonDerivative · entry 1 SMOOT RAYMOND D JR · CIK 0001282618 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,613.161 F1 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. F2 · balance_after: 22,363.161 shares owned directly by insider. Includes 108.553 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. and 12.584 unrestricted shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan of RGC Resources, Inc. Amended to revise securities acquired and amount of securities beneficially owned for the November 1, 2016 transaction. 250 shares owned indirectly by spouse. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 15:15 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 32.787 | $24.40 | $800.00 |
DisclosureSEC source: 0001282618-16-000029 · primary_doc.xml · nonDerivative · entry 1 SMOOT RAYMOND D JR · CIK 0001282618 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,424.784 F1 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. F2 · balance_after: 22,174.784 shares owned directly by insider. 250 shares owned indirectly by spouse. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 15:16 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 314 | $27.83 | $8,738.62 |
DisclosureSEC source: 0000883948-16-000301 · wf-form4_147317498148678.xml · nonDerivative · entry 1 SMOOT RAYMOND D JR · CIK 0001282618 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,945.698 F1 · kind: Direct issue from Issuer. F2 · price: Based on market closing price on August 31, 2016. F3 · balance_after: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. 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.