Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507 | Director | April 01, 2024 | April 01, 2024 |
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | October 01, 2026 | October 05, 2026 |
| Healthcare Realty Trust IncHR · Entity 3726 | Director | May 20, 2025 | May 22, 2025 |
| HomeTown Bankshares CorpHMTA · Entity 162420 | Director | March 09, 2017 | March 10, 2017 |
| PRECIGEN, INC.PGEN · Entity 4356 | Director | August 21, 2026 | August 25, 2026 |
| RGC RESOURCES INCRGCO · Entity 88 | Director | January 02, 2026 | January 06, 2026 |
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.
AMERICAN NATIONAL BANKSHARES INC.
Report date April 01, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Disposition to issuer · Disposed 23,269.72 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer.
Atlantic Union Bankshares Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,546 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 922 · Balance 39,546 F1: Direct issue from Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct issue from Issuer.
Healthcare Realty Trust Inc
Report date May 20, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Partnership UnitsSEC Table II · derivative / convertible security | Direct | 30,780 |
Reported balance
After 2025-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-20 · Grant · Acquired 9,018 · Balance 30,780 F1: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer. F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 36,069 |
Reported balance
Holding disclosure · report date 2025-05-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 36,069 |
| Common StockSEC Table I · non-derivative | IndirectShares held in living trust | 3,431 |
Reported balance
Holding disclosure · report date 2025-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,431 |
Filing footnotes · ownership attribution and instrument terms
F1: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer.
F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date.
HomeTown Bankshares Corp
Report date March 09, 2017 · Filed March 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,978 |
Reported balance
After 2017-03-09 transaction · row 1
1 source rowRow 1 · 2017-03-09 · Purchase · Acquired 5,000 · Balance 24,978 |
PRECIGEN, INC.
Report date August 21, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 309,187 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Purchase · Acquired 3,411 · Balance 309,187 |
RGC RESOURCES INC
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 62,622.606 |
Reported balance
After 2026-01-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 291.278 · Balance 62,622.606 F1: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2: Reporting person has 53,835.925 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc.
F2: Reporting person has 53,835.925 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HRTI, LLC
Report date July 20, 2022 · Filed July 22, 2022
Section 16 reporting ended · disclosed 2022-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectShares held in living trust | 0 |
Reported balance
After 2022-07-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-07-20 · Disposition to issuer · Disposed 3,431.663 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 2
1 source rowRow 2 · 2022-07-20 · Disposition to issuer · Disposed 31,789.3371 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 17:38 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 922 | $0.00 | $0.00 |
DisclosureSEC source: 0001314626-26-000007 · wk-form4_1791221880.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,546 F1 · shares: Direct issue from Issuer. Read SEC document |
| August 21, 2026 Filed Aug 25, 2026 21:30 UTC | PRECIGEN, INC. PGEN · Entity 4356 | PurchaseCommon Stock | 3,411 | $7.23 | $24,661.53 |
DisclosureSEC source: 0000950103-26-012875 · ownership.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 309,187 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 19:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 827 | $0.00 | $0.00 |
DisclosureSEC source: 0001314626-26-000006 · form4-07022026_070751.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,624 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:33 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | PurchaseCommon Stock | 650 | $39.05 | $25,382.50 |
DisclosureSEC source: 0001314626-26-000005 · form4-04222026_080431.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,797 Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:20 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 979 | $0.00 | $0.00 |
DisclosureSEC source: 0001314626-26-000003 · form4-04022026_040401.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,147 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 21:14 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 71,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003837 · ownership.xml · derivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 71,839 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2 · derivative.exercise_date: The RSUs vested in full on March 13, 2026. F2 · derivative.expiration_date: The RSUs vested in full on March 13, 2026. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 21:14 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 71,839 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-26-003837 · ownership.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,776 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:20 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 41,073 | $0.00 Strike: $3.51 | $0.00 |
DisclosureSEC source: 0000950103-26-003680 · dp243210_4-agee.xml · derivative · entry 3 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,073 Underlying: Common Stock · 41,073 shares Expires 2036-03-10 Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:20 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 35,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-26-003680 · dp243210_4-agee.xml · derivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,612 Underlying: Common Stock · 35,612 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on March 10, 2027. F3 · derivative.expiration_date: The RSUs vest in full on March 10, 2027. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 20:20 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 16,096 | $3.51 | $56,496.96 |
DisclosureSEC source: 0000950103-26-003680 · dp243210_4-agee.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 233,937 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $56,500. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 17:57 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 992 | $0.00 | $0.00 |
DisclosureSEC source: 0001314626-26-000001 · form4-01062026_050118.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,168 F1 · shares: Direct issue from Issuer. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 20:49 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 291.278 | $21.40 | $6,233.35 |
DisclosureSEC source: 0001437749-26-000599 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 62,622.606 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 53,835.925 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 16:53 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 279.895 | $22.27 | $6,233.26 |
DisclosureSEC source: 0001437749-25-036739 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 62,331.328 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 53,544.647 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| November 03, 2025 Filed Nov 5, 2025 16:31 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 298.246 | $20.90 | $6,233.34 |
DisclosureSEC source: 0001437749-25-033186 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 62,051.433 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 53,264.752 shares in a revocable trust for which she serves as trustee, which includes 470.932 restricted shares purchased 11/03/2025 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 86.378 shares purchased 11/03/2025 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:31 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 567 | $0.00 | $0.00 |
DisclosureSEC source: 0001314626-25-000007 · form4-10032025_031055.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,176 F1 · shares: Direct issue from Issuer. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:37 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 277.037 | $22.50 | $6,233.33 |
DisclosureSEC source: 0001437749-25-030422 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 61,195.877 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 52,495.574 shares in a revocable trust for which she serves as trustee. Includes 8,700.303 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| September 04, 2025 Filed Sep 5, 2025 21:46 UTC | PRECIGEN, INC. PGEN · Entity 4356 | PurchaseCommon Stock | 15,000 | $4.60 | $69,000.00 |
DisclosureSEC source: 0000950103-25-011343 · dp234072_4-agee.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 217,841 Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 18:20 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 281.733 | $22.13 | $6,233.34 |
DisclosureSEC source: 0001437749-25-028243 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 60,918.84 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 52,218.537 shares in a revocable trust for which she serves as trustee. Includes 8,700.303 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 20:21 UTC | PRECIGEN, INC. PGEN · Entity 4356 | PurchaseCommon Stock | 10,645 | $4.65 | $49,490.73 |
DisclosureSEC source: 0000950103-25-010987 · dp233686_4-agee.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 202,841 Read SEC document |
| August 19, 2025 Filed Aug 29, 2025 20:21 UTC | PRECIGEN, INC. PGEN · Entity 4356 | PurchaseCommon Stock | 15,360 | $3.20 | $49,152.00 |
DisclosureSEC source: 0000950103-25-010987 · dp233686_4-agee.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,196 Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 15:30 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 316.735 | $19.68 | $6,233.34 |
DisclosureSEC source: 0001437749-25-024756 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 60,637.107 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 51,936.804 shares in a revocable trust for which she serves as trustee, which includes 485.772 restricted shares purchased 08/01/2025 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,700.303 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 90.776 shares purchased 08/01/2025 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| July 05, 2025 Filed Jul 7, 2025 20:26 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionRestricted Stock Units · Derivative | 126,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-008513 · dp231316_4-agee.xml · derivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 126,760 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F2 · derivative.exercise_date: The RSUs vested in full on July 05, 2025. F2 · derivative.expiration_date: The RSUs vested in full on July 05, 2025. Read SEC document |
| July 05, 2025 Filed Jul 7, 2025 20:26 UTC | PRECIGEN, INC. PGEN · Entity 4356 | Exercise / conversionCommon Stock | 126,760 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-008513 · dp231316_4-agee.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,836 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 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 15:22 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 639 | $31.28 | $19,987.92 |
DisclosureSEC source: 0001415889-25-018865 · form4-07022025_030719.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,609 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 13:18 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 272.913 | $22.84 | $6,233.33 |
DisclosureSEC source: 0001437749-25-022069 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 59,743.824 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 51,134.297 shares in a revocable trust for which she serves as trustee. Includes 8,609.527 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 12:41 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 304.66 | $20.46 | $6,233.34 |
DisclosureSEC source: 0001437749-25-019371 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 59,470.911 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 50,861.384 shares in a revocable trust for which she serves as trustee. Includes 8,609.527 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:41 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 9,018 | $14.97 | $134,999.46 |
DisclosureSEC source: 0001360604-25-000084 · wk-form4_1747946448.xml · derivative · entry 3 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,780 Underlying: Common Stock · 9,018 shares Expires not disclosed F1 · security: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer. F2 · derivative.exercise_price: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F2 · derivative.exercise_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F2 · derivative.expiration_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. Read SEC document |
| May 01, 2025 Filed May 5, 2025 18:56 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 295.419 | $21.10 | $6,233.34 |
DisclosureSEC source: 0001437749-25-014489 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 59,166.251 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 50,556.724 shares in a revocable trust for which she serves as trustee, which includes 440.167 restricted shares purchased 05/01/2025 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,609.527 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 83.843 shares purchased 05/01/2025 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 15:02 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 642 | $31.14 | $19,991.88 |
DisclosureSEC source: 0001415889-25-009849 · form4-04032025_030419.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,970 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 18:35 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 296.684 | $21.01 | $6,233.33 |
DisclosureSEC source: 0001437749-25-010859 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 58,346.822 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 49,821.138 shares in a revocable trust for which she serves as trustee. Includes 8,525.684 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:35 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 83,517 | $0.00 Strike: $1.74 | $0.00 |
DisclosureSEC source: 0000950103-25-003520 · dp226403_4-agee.xml · derivative · entry 3 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,517 Underlying: Common Stock · 83,517 shares Expires 2035-03-13 Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:35 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 71,839 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-003520 · dp226403_4-agee.xml · derivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,839 Underlying: Common Stock · 71,839 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on March 13, 2026. F3 · derivative.expiration_date: The RSUs vest in full on March 13, 2026. Read SEC document |
| March 13, 2025 Filed Mar 17, 2025 22:35 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 32,471 | $1.74 | $56,499.54 |
DisclosureSEC source: 0000950103-25-003520 · dp226403_4-agee.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,076 F1 · price: The shares were issued to the reporting person in lieu of an annual retainer of $56,500. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:37 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 317.542 | $19.63 | $6,233.35 |
DisclosureSEC source: 0001437749-25-006276 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 58,050.138 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 49,524.454 shares in a revocable trust for which she serves as trustee. Includes 8,525.684 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 18:56 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 303.178 | $20.56 | $6,233.34 |
DisclosureSEC source: 0001437749-25-002872 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 57,732.596 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 49,206.912 shares in a revocable trust for which she serves as trustee, which includes 438.048 restricted shares purchased 02/03/2025 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,525.684 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 85.185 shares purchased 02/03/2025 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 20:50 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 528 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-000373 · form4-01032025_080158.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,328 F1 · shares: Direct issue from Issuer. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 18:47 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 311.667 | $20.00 | $6,233.34 |
DisclosureSEC source: 0001437749-25-000420 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 56,906.185 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 48,465.686 shares in a revocable trust for which she serves as trustee. Includes 8,440.499 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 19:22 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 241.657 | $21.38 | $5,166.63 |
DisclosureSEC source: 0001437749-24-036667 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 56,594.518 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 48,154.019 shares in a revocable trust for which she serves as trustee. Includes 8,440.499 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| November 01, 2024 Filed Nov 5, 2024 17:08 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 254.015 | $20.34 | $5,166.67 |
DisclosureSEC source: 0001437749-24-033250 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 56,352.861 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 47,912.362 shares in a revocable trust for which she serves as trustee, which includes 414.765 restricted shares purchased 11/01/2024 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,440.499 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 82.186 shares purchased 11/01/2024 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| October 01, 2024 Filed Oct 2, 2024 20:23 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 242.681 | $21.29 | $5,166.68 |
DisclosureSEC source: 0001437749-24-030460 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 55,601.895 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 47,243.582 shares in a revocable trust for which she serves as trustee. Includes 8,358.313 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 18:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024574 · form4-10032024_061002.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,800 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 17:37 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 257.176 | $20.09 | $5,166.67 |
DisclosureSEC source: 0001437749-24-028519 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 55,359.214 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 47,000.901 shares in a revocable trust for which she serves as trustee. Includes 8,358.313 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 19:11 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 239.864 | $21.54 | $5,166.67 |
DisclosureSEC source: 0001437749-24-024621 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 55,102.038 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 46,743.725 shares in a revocable trust for which she serves as trustee, which includes 381.250 restricted shares purchased 08/01/2024 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,358.313 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 76.893 shares purchased 08/01/2024 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 20:25 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantOption to Purchase Common Stock (Right to Buy) · Derivative | 147,540 | $0.00 Strike: $1.42 | $0.00 |
DisclosureSEC source: 0000950103-24-009777 · dp214267_4-agee.xml · derivative · entry 3 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,540 Underlying: Common Stock · 147,540 shares Expires 2034-07-05 F4 · derivative.exercise_date: The options vest in four equal installments of 25% on each of July 5, 2025, July 5, 2026, July 5, 2027 and July 5, 2028. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 20:25 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantRestricted Stock Units · Derivative | 126,760 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-24-009777 · dp214267_4-agee.xml · derivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,760 Underlying: Common Stock · 126,760 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Precigen common stock. F3 · derivative.exercise_date: The RSUs vest in full on July 5, 2025. F3 · derivative.expiration_date: The RSUs vest in full on July 5, 2025. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 20:25 UTC | PRECIGEN, INC. PGEN · Entity 4356 | GrantCommon Stock | 17,605 | $1.42 | $24,999.10 |
DisclosureSEC source: 0000950103-24-009777 · dp214267_4-agee.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,605 F1 · price: The shares were issued to the reporting person in lieu of a pro-rated annual retainer of $24,999. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:04 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019109 · form4-07032024_040702.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,369 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 13:18 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 260.024 | $19.87 | $5,166.68 |
DisclosureSEC source: 0001437749-24-022079 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 54,404.031 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 46,122.611 shares in a revocable trust for which she serves as trustee. Includes 8,281.420 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 12:34 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 250.566 | $20.62 | $5,166.67 |
DisclosureSEC source: 0001437749-24-019276 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 54,144.007 F1 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 45,862.587 shares in a revocable trust for which she serves as trustee. Includes 8,281.420 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| May 21, 2024 Filed May 22, 2024 21:53 UTC | Healthcare Realty Trust Inc HR · Entity 3726 | GrantPartnership Units · Derivative | 14,634 | $15.99 | $233,997.66 |
DisclosureSEC source: 0001360604-24-000051 · wk-form4_1716414801.xml · derivative · entry 3 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,762 Underlying: Common Stock · 14,634 shares Expires not disclosed F1 · security: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer F2 · derivative.exercise_price: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 20, 2025 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F2 · derivative.exercise_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 20, 2025 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. F2 · derivative.expiration_date: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 20, 2025 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. 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.