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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.