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person · Reporting owner

AGEE NANCY H

Disclosed activity across 7 companies

Tapewire entity
19863
SEC CIK
0001314626

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507DirectorApril 01, 2024April 01, 2024
Atlantic Union Bankshares CorpAUB · Entity 3827DirectorOctober 01, 2026October 05, 2026
Healthcare Realty Trust IncHR · Entity 3726DirectorMay 20, 2025May 22, 2025
HomeTown Bankshares CorpHMTA · Entity 162420DirectorMarch 09, 2017March 10, 2017
PRECIGEN, INC.PGEN · Entity 4356DirectorAugust 21, 2026August 25, 2026
RGC RESOURCES INCRGCO · Entity 88DirectorJanuary 02, 2026January 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2024-04-01 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect39,546 Reported balance After 2026-10-01 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Partnership UnitsSEC Table II · derivative / convertible securityDirect30,780 Reported balance After 2025-05-20 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeDirect36,069 Reported balance Holding disclosure · report date 2025-05-20 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 36,069

Common StockSEC Table I · non-derivativeIndirectShares held in living trust3,431 Reported balance Holding disclosure · report date 2025-05-20 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect24,978 Reported balance After 2017-03-09 transaction · row 1
1 source row

Row 1 · 2017-03-09 · Purchase · Acquired 5,000 · Balance 24,978

PRECIGEN, INC.

Report date August 21, 2026 · Filed August 25, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect309,187 Reported balance After 2026-08-21 transaction · row 1
1 source row

Row 1 · 2026-08-21 · Purchase · Acquired 3,411 · Balance 309,187

RGC RESOURCES INC

Report date January 02, 2026 · Filed January 06, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectTrust62,622.606 Reported balance After 2026-01-02 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectShares held in living trust0 Reported balance After 2022-07-20 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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-derivativeDirect0 Reported balance After 2022-07-20 transaction · row 2
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 01, 2024 Filed May 3, 2024 13:29 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 246.737 $20.94 $5,166.67
Disclosure

SEC source: 0001437749-24-014505 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 53,893.441

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 45,612.021 shares in a revocable trust for which she serves as trustee, which includes 381.299 restricted shares purchased 05/01/2024 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also 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 and which includes 78.348 shares purchased 05/01/2024 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
April 01, 2024 Filed Apr 1, 2024 11:32 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 Disposition to issuerCommon Stock 23,269.72 Not disclosed Not disclosed
Disclosure

SEC source: 0001258105-24-000007 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: 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.

Read SEC document
April 01, 2024 Filed Apr 1, 2024 20:53 UTC Atlantic Union Bankshares Corp AUB · Entity 3827 GrantCommon Stock 31,414 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-009559 · form4-04012024_080419.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,414

F1 · price: Received in exchange for 23,269.72 shares of American National Bankshares Inc. ("American National") common stock in connection with the merger (the "Merger") of American National with and into Atlantic Union Bankshares Corporation ("Atlantic Union"). The exchange ratio in the Merger was 1.35 shares of Atlantic Union common stock for each share of American National common stock, with cash paid in lieu of fractional shares. On the last trading day before the effective date of the Merger, the closing price of American National's common stock was $47.76 per share, and the closing price of Atlantic Union's common stock was $35.31 per share.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 17:05 UTC Atlantic Union Bankshares Corp AUB · Entity 3827 GrantCommon Stock 460 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009924 · form4-04032024_050414.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,874

F1 · shares: Direct issue from Issuer.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 14:50 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 254.265 $20.32 $5,166.66
Disclosure

SEC source: 0001437749-24-010765 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 53,187.057

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 44,983.985 shares in a revocable trust for which she serves as trustee. Includes 8,203.072 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 01, 2024 Filed Mar 5, 2024 17:20 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 273.224 $18.91 $5,166.67
Disclosure

SEC source: 0001437749-24-006574 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 52,932.792

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 44,729.720 shares in a revocable trust for which she serves as trustee. Includes 8,203.072 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 28, 2024 Filed Mar 5, 2024 11:34 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 62.48 $45.09 $2,817.22
Disclosure

SEC source: 0001972611-24-000001 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,269.72

F1 · kind: Received from DRP

Read SEC document
February 01, 2024 Filed Feb 5, 2024 19:02 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 269.378 $19.18 $5,166.67
Disclosure

SEC source: 0001437749-24-003088 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 52,659.568

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 44,456.496 shares in a revocable trust for which she serves as trustee, which includes 403.768 restricted shares purchased 02/01/2024 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,203.072 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 84.655 shares purchased 02/01/2024 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

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January 02, 2024 Filed Jan 4, 2024 21:12 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 255.902 $20.19 $5,166.66
Disclosure

SEC source: 0001437749-24-000569 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 51,901.767

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 43,783.350 shares in a revocable trust for which she serves as trustee. Includes 8,118.417 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 19, 2023 Filed Mar 5, 2024 11:34 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 57.81 $48.43 $2,799.74
Disclosure

SEC source: 0001972611-24-000001 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,207.24

F1 · kind: Received from DRP

Read SEC document
December 01, 2023 Filed Dec 5, 2023 13:20 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 278.976 $18.52 $5,166.64
Disclosure

SEC source: 0001437749-23-033572 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 51,645.865

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 43,527.448 shares in a revocable trust for which she serves as trustee. Includes 8,118.417 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 20, 2023 Filed Nov 21, 2023 15:49 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 402 $42.93 $17,257.86
Disclosure

SEC source: 0001972611-23-000019 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,082.73

F1 · kind: received in lieu of directors fees

Read SEC document
November 01, 2023 Filed Nov 3, 2023 18:33 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 329.087 $15.70 $5,166.67
Disclosure

SEC source: 0001437749-23-030190 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 51,366.889

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 43,248.472 shares in a revocable trust for which she serves as trustee, which includes 470.315 restricted shares purchased 11/01/2023 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,118.417 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 100.858 shares purchased 11/01/2023 through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
October 02, 2023 Filed Oct 4, 2023 19:11 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 308.642 $16.74 $5,166.67
Disclosure

SEC source: 0001437749-23-027641 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 50,466.629

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 42,449.070 shares in a revocable trust for which she serves as trustee. Includes 8,017.559 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 19, 2023 Filed Nov 21, 2023 15:49 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 66.6956 $42.39 $2,827.23
Disclosure

SEC source: 0001972611-23-000019 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,149.43

F2 · kind: received from DRP

Read SEC document
September 01, 2023 Filed Sep 6, 2023 14:19 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 287.677 $17.96 $5,166.68
Disclosure

SEC source: 0001437749-23-025264 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 50,157.987

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 42,140.428 shares in a revocable trust for which she serves as trustee. Includes 8,017.559 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 25, 2023 Filed Aug 25, 2023 15:02 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 546 $38.96 $21,272.16
Disclosure

SEC source: 0001972611-23-000008 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,680.7307

F1 · kind: Received in lieu of director fees

Read SEC document
August 01, 2023 Filed Aug 3, 2023 14:37 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 258.851 $19.96 $5,166.67
Disclosure

SEC source: 0001437749-23-021783 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 49,870.31

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 41,852.751 shares in a revocable trust for which she serves as trustee, which includes 357.934 restricted shares purchased 08/01/2023 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 8,017.559 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 78.555 shares purchased 08/01/2023 through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
July 03, 2023 Filed Jul 6, 2023 18:59 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 260.286 $19.85 $5,166.68
Disclosure

SEC source: 0001437749-23-019471 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 49,174.97

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 41,235.966 shares in a revocable trust for which she serves as trustee. Includes 7,939.004 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 21, 2023 Filed Jul 3, 2023 15:45 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 80.9969 $30.51 $2,471.22
Disclosure

SEC source: 0001801441-23-000006 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,134.7307

F1 · kind: Received through DRP

Read SEC document
June 05, 2023 Filed Jun 27, 2023 14:42 UTC Healthcare Realty Trust Inc HR · Entity 3726 GrantPartnership Units · Derivative 7,128 $18.94 $135,004.32
Disclosure

SEC source: 0001360604-23-000063 · wk-form4_1687876937.xml · derivative · entry 3

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,128

Underlying: Common Stock · 7,128 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 June 4, 2024 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 June 4, 2024 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 June 4, 2024 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
June 01, 2023 Filed Jun 2, 2023 19:14 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 249.718 $20.69 $5,166.67
Disclosure

SEC source: 0001437749-23-016449 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 48,914.684

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 40,975.680 shares in a revocable trust for which she serves as trustee. Includes 7,939.004 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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May 19, 2023 Filed May 22, 2023 15:08 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 621 $27.40 $17,015.40
Disclosure

SEC source: 0001956385-23-000004 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,053.7334

F1 · kind: Received in lieu of director fees

Read SEC document
May 01, 2023 Filed May 3, 2023 17:50 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 269.238 $19.19 $5,166.68
Disclosure

SEC source: 0001437749-23-012273 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 48,664.966

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 40,725.962 shares in a revocable trust for which she serves as trustee, which includes 360.565 restricted shares purchased 05/01/2023 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,939.004 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 80.874 shares purchased 05/01/2023 through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
April 03, 2023 Filed Apr 4, 2023 20:21 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 224.638 $23.00 $5,166.67
Disclosure

SEC source: 0001437749-23-009307 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trust

Disclosed balance after: 47,954.289

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 40,096.159 shares in a revocable trust for which she serves as trustee. Includes 7,858.130 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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March 01, 2023 Filed Mar 3, 2023 13:48 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 213.941 $24.15 $5,166.68
Disclosure

SEC source: 0001437749-23-005288 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 47,729.651

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 39,871.521 shares in a revocable trust for which she serves as trustee. Includes 7,858.130 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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February 23, 2023 Filed Feb 23, 2023 15:57 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 540 $33.39 $18,030.60
Disclosure

SEC source: 0001314626-23-000003 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,360.081

F1 · kind: Received in lieu of director fees

Read SEC document
February 01, 2023 Filed Feb 3, 2023 16:10 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 217.452 $23.76 $5,166.66
Disclosure

SEC source: 0001437749-23-002421 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 47,515.71

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 39,657.580 shares in a revocable trust for which she serves as trustee, which includes 283.405 restricted shares purchased 02/01/2023 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,858.130 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 64.781 shares purchased 02/01/2023 through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc.

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January 03, 2023 Filed Jan 4, 2023 21:28 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 232.21 $22.25 $5,166.67
Disclosure

SEC source: 0001437749-23-000316 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 46,950.072

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 39,156.723 shares in a revocable trust for which she serves as trustee. Includes 7,793.349 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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December 20, 2022 Filed Jan 4, 2023 11:05 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 56.8208 $36.67 $2,083.62
Disclosure

SEC source: 0001314626-23-000001 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,820.081

F1 · kind: Received through DRP

Read SEC document
December 01, 2022 Filed Dec 2, 2022 20:56 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 214.296 $24.11 $5,166.68
Disclosure

SEC source: 0001437749-22-028327 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 46,717.862

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 38,924.513 shares in a revocable trust for which she serves as trustee. Includes 7,793.349 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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November 25, 2022 Filed Nov 28, 2022 11:37 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 367 $38.20 $14,019.40
Disclosure

SEC source: 0001314626-22-000053 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,763.2604

F2 · kind: Received in lieu of director fees

Read SEC document
November 01, 2022 Filed Nov 3, 2022 18:28 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 244.529 $21.13 $5,166.68
Disclosure

SEC source: 0001437749-22-025718 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 46,503.566

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 38,710.217 shares in a revocable trust for which she serves as trustee, which includes 305.463 restricted shares purchased 11/01/2022 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,793.349 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 71.267 shares purchased 11/01/2022 through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc.

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October 03, 2022 Filed Oct 4, 2022 19:59 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 244.75 $21.11 $5,166.67
Disclosure

SEC source: 0001437749-22-023558 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 45,882.307

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 38,160.225 shares in a revocable trust for which she serves as trustee. Includes 7,722.082 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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September 20, 2022 Filed Nov 28, 2022 11:37 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 55.0323 $33.19 $1,826.52
Disclosure

SEC source: 0001314626-22-000053 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,396.2604

F1 · kind: Received through DRP

Read SEC document
September 01, 2022 Filed Sep 2, 2022 14:23 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 243.366 $21.23 $5,166.66
Disclosure

SEC source: 0001437749-22-021764 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 45,637.557

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 37,915.475 shares in a revocable trust for which she serves as trustee. Includes 7,722.082 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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August 24, 2022 Filed Aug 24, 2022 15:55 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 404 $34.72 $14,026.88
Disclosure

SEC source: 0001314626-22-000049 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,341.2281

F1 · kind: Received in lieu of director fees

Read SEC document
August 02, 2022 Filed Aug 4, 2022 17:31 UTC Healthcare Realty Trust Inc HTA · Entity 3726 GrantCommon Stock 4,280 $25.70 $109,996.00
Disclosure

SEC source: 0001360604-22-000112 · wf-form4_165963424542663.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,069

Read SEC document
August 01, 2022 Filed Aug 2, 2022 20:48 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 261.736 $19.74 $5,166.67
Disclosure

SEC source: 0001437749-22-018453 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 45,394.191

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 37,672.109 shares in a revocable trust for which she serves as trustee, which includes 316.425 restricted shares purchased 08/01/2022 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,722.082 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 75.536 shares purchased 08/01/2022 through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc.

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July 20, 2022 Filed Jul 22, 2022 09:43 UTC HRTI, LLC HR · Entity 125212 Disposition to issuerCommon Stock 31,789.3371 $0.00 $0.00
Disclosure

SEC source: 0000899749-22-000129 · wf-form4_165849741439519.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · price: 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.

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July 20, 2022 Filed Jul 22, 2022 09:43 UTC HRTI, LLC HR · Entity 125212 Disposition to issuerCommon Stock 3,431.663 $0.00 $0.00
Disclosure

SEC source: 0000899749-22-000129 · wf-form4_165849741439519.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Shares held in living trust

Disclosed balance after: 0

F1 · price: 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.

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July 01, 2022 Filed Jul 5, 2022 20:58 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 254.14 $20.33 $5,166.67
Disclosure

SEC source: 0001437749-22-016610 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 44,740.494

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 37,093.948 shares in a revocable trust for which she serves as trustee. Includes 7,646.546 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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June 22, 2022 Filed Jun 28, 2022 15:07 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 49.3222 $34.46 $1,699.64
Disclosure

SEC source: 0001314626-22-000046 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,937.2281

F1 · kind: Received through DRP

Read SEC document
June 01, 2022 Filed Jun 2, 2022 19:46 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 247.564 $20.87 $5,166.66
Disclosure

SEC source: 0001437749-22-014117 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 44,486.354

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 36,839.808 shares in a revocable trust for which she serves as trustee. Includes 7,646.546 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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May 24, 2022 Filed May 24, 2022 15:17 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 400 $35.00 $14,000.00
Disclosure

SEC source: 0001314626-22-000035 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,887.9059

F1 · kind: Received in lieu of director fees

Read SEC document
May 13, 2022 Filed May 16, 2022 17:14 UTC HRTI, LLC HR · Entity 125212 GrantCommon Stock 3,355 $29.80 $99,979.00
Disclosure

SEC source: 0000899749-22-000063 · wf-form4_165273560224059.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,789.3371

Read SEC document
May 02, 2022 Filed May 3, 2022 21:43 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 246.266 $20.98 $5,166.66
Disclosure

SEC source: 0001437749-22-010706 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 44,238.79

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 36,592.244 shares in a revocable trust for which she serves as trustee, which includes 288.093 restricted shares purchased 05/02/2022 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,646.546 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 70.417 shares purchased 05/02/2022 through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc.

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April 01, 2022 Filed Apr 4, 2022 20:58 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 237.548 $21.75 $5,166.67
Disclosure

SEC source: 0001437749-22-008201 · rdgdoc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 46,634.014

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 36,057.885 shares in a revocable trust for which she serves as trustee. Also includes 7,576.129 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 22, 2022 Filed Mar 24, 2022 13:27 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 42.2947 $37.26 $1,575.90
Disclosure

SEC source: 0001314626-22-000027 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,487.9059

F1 · kind: Received through DRP

Read SEC document
March 21, 2022 Filed Mar 22, 2023 11:44 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 72.6524 $31.15 $2,263.12
Disclosure

SEC source: 0001258105-23-000004 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,432.7334

F1 · kind: Received through DRP

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.