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 |
|---|---|---|---|---|---|---|
| March 01, 2022 Filed Mar 2, 2022 22:45 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 236.137 | $21.88 | $5,166.68 |
DisclosureSEC source: 0001437749-22-005045 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 43,396.466 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 35,820.337 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 |
| February 15, 2022 Filed Feb 15, 2022 16:28 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 443 | $38.38 | $17,002.34 |
DisclosureSEC source: 0001314626-22-000016 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,445.6112 F1 · kind: Received in lieu of director fees Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 19:45 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 263.736 | $22.75 | $5,999.99 |
DisclosureSEC source: 0001437749-22-002350 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 43,160.329 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 35,584.200 shares in a revocable trust for which she serves as trustee, which includes 257.154 restricted shares purchased 02/01/2022 through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. 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 and which includes 64.386 shares purchased 02/01/2022 through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 19:54 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 186.862 | $23.19 | $4,333.33 |
DisclosureSEC source: 0001437749-22-000267 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 42,575.053 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 35,063.310 shares in a revocable trust for which she serves as trustee. Includes 7,511.743 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 22, 2021 Filed Dec 30, 2021 15:42 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 39.2199 | $38.72 | $1,518.59 |
DisclosureSEC source: 0001314626-21-000108 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,002.6112 F1 · kind: Received through DRP Read SEC document |
| December 01, 2021 Filed Dec 2, 2021 21:51 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 198.228 | $21.86 | $4,333.26 |
DisclosureSEC source: 0001437749-21-027714 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 42,388.191 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 34,876.448 shares in a revocable trust for which she serves as trustee. Includes 7,511.743 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 29, 2021 Filed Nov 30, 2021 16:48 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 405 | $37.08 | $15,017.40 |
DisclosureSEC source: 0001314626-21-000097 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,963.3915 F1 · kind: Received in lieu of director fees Read SEC document |
| November 01, 2021 Filed Nov 2, 2021 19:53 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 194.669 | $22.26 | $4,333.33 |
DisclosureSEC source: 0001437749-21-024901 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 42,189.963 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 34,678.220 shares in a revocable trust for which she serves as trustee, which includes 242.503 restricted shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,511.743 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and which includes 61.915 shares purchased through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| October 01, 2021 Filed Oct 4, 2021 16:42 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 192.166 | $22.55 | $4,333.34 |
DisclosureSEC source: 0001437749-21-023170 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 41,690.876 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 34,241.048 shares in a revocable trust for which she serves as trustee. Includes 7,449.828 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 22, 2021 Filed Sep 30, 2021 15:05 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 36.869 | $31.35 | $1,155.84 |
DisclosureSEC source: 0001314626-21-000086 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,558.3915 F1 · kind: Received through DRP Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 16:01 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 180.782 | $23.97 | $4,333.34 |
DisclosureSEC source: 0001437749-21-021439 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 41,498.71 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 34,048.882 shares in a revocable trust for which she serves as trustee. Also includes 7,449.828 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 17, 2021 Filed Aug 18, 2021 16:24 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 423 | $33.10 | $14,001.30 |
DisclosureSEC source: 0001314626-21-000074 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,521.5225 F1 · kind: Received in lieu of director fees Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 15:36 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 58.824 | $25.50 | $1,500.01 |
DisclosureSEC source: 0001437749-21-018257 · rdgdoc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 41,317.928 F3 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 33,868.100 shares in a revocable trust for which she serves as trustee. Also includes 7,449.828 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 53.235 shares purchased through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 15:36 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 169.935 | $25.50 | $4,333.34 |
DisclosureSEC source: 0001437749-21-018257 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 41,205.869 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 33,868.100 shares in a revocable trust for which she serves as trustee. Includes 206.256 restricted shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,034.769 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:06 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 59.406 | $25.25 | $1,500.00 |
DisclosureSEC source: 0001437749-21-016344 · rdgdoc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 40,829.678 F3 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 33,491.909 shares in a revocable trust for which she serves as trustee. Includes 7,337.769 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:06 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 171.617 | $25.25 | $4,333.33 |
DisclosureSEC source: 0001437749-21-016344 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 40,770.272 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 33,491.909 shares in a revocable trust for which she serves as trustee. Includes 7,278.363 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 25, 2021 Filed Jul 1, 2021 10:51 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 34.6834 | $33.06 | $1,146.63 |
DisclosureSEC source: 0001314626-21-000057 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,098.5225 F1 · kind: Received through DRP Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 15:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 65.132 | $23.03 | $1,499.99 |
DisclosureSEC source: 0001314626-21-000056 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 40,598.655 F3 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 33,320.292 shares in a revocable trust for which she serves as trustee. Also includes 7,278.363 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 01, 2021 Filed Jun 3, 2021 15:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 188.161 | $23.03 | $4,333.35 |
DisclosureSEC source: 0001314626-21-000056 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 40,533.523 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 33,320.292 shares in a revocable trust for which she serves as trustee. Includes 7,213.231 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, 2021 Filed May 24, 2021 16:11 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 453 | $35.37 | $16,022.61 |
DisclosureSEC source: 0001314626-21-000045 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,063.8389 F1 · kind: Received in lieu of director fees Read SEC document |
| May 11, 2021 Filed May 12, 2021 17:30 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 5,409 | $31.70 | $171,465.30 |
DisclosureSEC source: 0000899749-21-000076 · wf-form4_162085499172986.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,434.3371 Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:17 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 67.904 | $22.09 | $1,500.00 |
DisclosureSEC source: 0001314626-21-000044 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 40,345.362 F3 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 33,132.131 shares in a revocable trust for which she serves as trustee. Also includes 7,213.231 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 59.344 shares purchased through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:17 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 196.167 | $22.09 | $4,333.33 |
DisclosureSEC source: 0001314626-21-000044 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 40,218.114 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 33,132.131 shares in a revocable trust for which she serves as trustee. Includes 231.501 restricted shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 7,085.983 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 19:34 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 66.934 | $22.41 | $1,499.99 |
DisclosureSEC source: 0001314626-21-000043 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 39,790.446 F3 · kind: Purchase made with optional cash contributions pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 32,704.463 shares in a revocable trust for which she serves as trustee. Also includes 7,085.983 shares in trust for which the spouse serves as trustee. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 19:34 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 193.366 | $22.41 | $4,333.33 |
DisclosureSEC source: 0001314626-21-000043 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 39,723.512 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 32,704.463 shares in a revocable trust for which she serves as trustee. Also includes 7,019.049 shares in trust for which the spouse serves as trustee. Read SEC document |
| March 23, 2021 Filed Mar 26, 2021 13:42 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 28.8027 | $35.29 | $1,016.45 |
DisclosureSEC source: 0001314626-21-000029 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,610.8389 F1 · kind: Received through DRP Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 20:29 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 64.935 | $23.10 | $1,500.00 |
DisclosureSEC source: 0001314626-21-000024 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 39,530.146 F3 · kind: Purchase made with optional cash contributions pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 32,511.097 shares in a revocable trust for which she serves as trustee. Also includes 7,019.049 shares in trust for which the spouse serves as trustee. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 20:29 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 187.59 | $23.10 | $4,333.33 |
DisclosureSEC source: 0001314626-21-000024 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 39,465.211 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 32,511.097 shares in a revocable trust for which she serves as trustee. Also includes 6,954.114 shares in trust for which the spouse serves as trustee. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 14:33 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 543 | $29.48 | $16,007.64 |
DisclosureSEC source: 0001314626-21-000013 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,582.0362 F1 · kind: Received in lieu of director fees Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 19:18 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 64.461 | $23.27 | $1,500.01 |
DisclosureSEC source: 0001314626-21-000012 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 39,277.621 F3 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 32,323.507 shares in a revocable trust for which she serves as trustee. Also includes 6,954.114 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 54.342 shares purchased through dividends reinvested in the Dividend Reimbursement and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| February 01, 2021 Filed Feb 2, 2021 19:18 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 186.22 | $23.27 | $4,333.34 |
DisclosureSEC source: 0001314626-21-000012 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 39,158.818 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 32,323.507 shares in a revocable trust for which she serves as trustee. Includes 213.555 restricted shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 6,835.311 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 21:34 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 61.958 | $24.21 | $1,500.00 |
DisclosureSEC source: 0001314626-21-000001 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 38,759.043 F3 · kind: Purchase made with optional cash contributions pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 31,923.732 shares in a revocable trust for which she serves as trustee. Also includes 6,835.311 shares in trust for which the spouse serves as trustee. Read SEC document |
| January 04, 2021 Filed Jan 5, 2021 21:34 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 178.99 | $24.21 | $4,333.35 |
DisclosureSEC source: 0001314626-21-000001 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 38,697.085 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 31,923.732 shares in a revocable trust for which she serves as trustee. Also includes 6,773.353 shares in trust for which the spouse serves as trustee. Read SEC document |
| December 23, 2020 Filed Jan 8, 2021 13:41 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 32.1133 | $26.82 | $861.28 |
DisclosureSEC source: 0001314626-21-000002 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,039.0362 F1 · kind: Received through DRP Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 21:02 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 61.652 | $24.33 | $1,499.99 |
DisclosureSEC source: 0001314626-20-000061 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 38,518.095 F3 · kind: Purchase made with optional cash contributions pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 31,744.742 shares in a revocable trust for which she serves as trustee. Also includes 6,773.353 shares in trust for which the spouse serves as trustee. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 21:02 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 178.106 | $24.33 | $4,333.32 |
DisclosureSEC source: 0001314626-20-000061 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 38,456.443 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 31,744.742 shares in a revocable trust for which she serves as trustee. Also includes 6,711.701 shares in trust for which the spouse serves as trustee. Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 11:41 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 559 | $28.63 | $16,004.17 |
DisclosureSEC source: 0001314626-20-000058 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,006.924 F1 · kind: received in lieu of director fees Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 20:05 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 62,814 | $23.88 | $1,499,998.32 |
DisclosureSEC source: 0001314626-20-000057 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 38,278.337 F3 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 31,566.636 shares in a revocable trust for which she serves as trustee. Also includes 6,711.701 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 48.371 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 20:05 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 181.463 | $23.88 | $4,333.34 |
DisclosureSEC source: 0001314626-20-000057 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 38,167.152 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 31,566.636 shares in a revocable trust for which she serves as trustee. Includes 191.501 restricted shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 6,600.516 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 19:31 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 63.911 | $23.47 | $1,499.99 |
DisclosureSEC source: 0001314626-20-000055 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 37,794.188 F3 · kind: Purchase made with optional cash contributions pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 31,193.672 shares in a revocable trust for which she serves as trustee. Also includes 6,600.516 shares in trust for which the spouse serves as trustee. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 19:31 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 184.633 | $23.47 | $4,333.34 |
DisclosureSEC source: 0001314626-20-000055 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 37,730.277 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 31,193,672 shares in a revocable trust for which she serves as trustee. Also includes 6,536.605 shares in trust for which the spouse serves as trustee. Read SEC document |
| September 22, 2020 Filed Oct 2, 2020 13:53 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 31.4741 | $22.30 | $701.87 |
DisclosureSEC source: 0001314626-20-000045 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,447.924 F1 · kind: Received in lieu of director fees Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 18:29 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 63.291 | $23.70 | $1,500.00 |
DisclosureSEC source: 0001314626-20-000044 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 37,545.644 F3 · kind: Purchase made with optional cash contributions pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 31,009.039 shares in a revocable trust for which she serves as trustee. Also includes 6,536.605 shares in trust for which the spouse serves as trustee. Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 18:29 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 182.841 | $23.70 | $4,333.33 |
DisclosureSEC source: 0001314626-20-000044 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 37,482.353 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 31,009.039 shares in a revocable trust for which she serves as trustee. Also includes 6,473.314 shares in trust for which the spouse serves as trustee. Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 13:58 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 645 | $23.29 | $15,022.05 |
DisclosureSEC source: 0001314626-20-000031 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,416.45 F1 · kind: Received in lieu of director fees Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 16:23 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 63.884 | $23.48 | $1,500.00 |
DisclosureSEC source: 0001314626-20-000030 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 37,299.512 F3 · kind: Purchase made with optional cash contribution pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person serves as trustee. F4 · balance_after: Reporting person has 30,826.198 shares in a revocable trust for which she serves as trustee. Also includes 6,473.314 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 47.417 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 16:23 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 184.554 | $23.48 | $4,333.33 |
DisclosureSEC source: 0001314626-20-000030 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 37,188.211 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 30,826.198 shares in a revocable trust for which she serves as trustee. Includes 189.239 restricted shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 6,362.013 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:51 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 61.224 | $24.50 | $1,499.99 |
DisclosureSEC source: 0001314626-20-000028 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 36,814.418 F3 · kind: Purchase made with optional cash contributions pursuant to the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan by revocable trust for which spouse of reporting person services as trustee. F4 · balance_after: Reporting person has 30,452.405 shares in a revocable trust for which she serves as trustee. Also includes 6,362.013 shares in trust for which the spouse serves as trustee. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 17:51 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 176.871 | $24.50 | $4,333.34 |
DisclosureSEC source: 0001314626-20-000028 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 36,753.194 F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 30,452.405 shares in a revocable trust for which she serves as trustee. Also includes 6,300.789 shares in trust for which the spouse serves as trustee. Read SEC document |
| June 19, 2020 Filed Jul 17, 2020 16:42 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 21.6882 | $24.06 | $521.82 |
DisclosureSEC source: 0001219528-20-000003 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,771.45 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.