TapewireFind a company

person · Reporting owner

AGEE NANCY H

Disclosed activity across 7 companies

Tapewire entity
19863
SEC CIK
0001314626

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507DirectorApril 01, 2024April 01, 2024
Atlantic Union Bankshares CorpAUB · Entity 3827DirectorOctober 01, 2026October 05, 2026
Healthcare Realty Trust IncHR · Entity 3726DirectorMay 20, 2025May 22, 2025
HomeTown Bankshares CorpHMTA · Entity 162420DirectorMarch 09, 2017March 10, 2017
PRECIGEN, INC.PGEN · Entity 4356DirectorAugust 21, 2026August 25, 2026
RGC RESOURCES INCRGCO · Entity 88DirectorJanuary 02, 2026January 06, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

AMERICAN NATIONAL BANKSHARES INC.

Report date April 01, 2024 · Filed April 01, 2024

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2024-04-01 transaction · row 1
1 source row

Row 1 · 2024-04-01 · Disposition to issuer · Disposed 23,269.72 · Balance 0

F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer.

Atlantic Union Bankshares Corp

Report date October 01, 2026 · Filed October 05, 2026

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

Row 1 · 2026-10-01 · Grant · Acquired 922 · Balance 39,546

F1: Direct issue from Issuer.

Filing footnotes · ownership attribution and instrument terms

F1: Direct issue from Issuer.

Healthcare Realty Trust Inc

Report date May 20, 2025 · Filed May 22, 2025

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

Row 3 · 2025-05-20 · Grant · Acquired 9,018 · Balance 30,780

F1: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer.

F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date.

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

Row 1 · Balance 36,069

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

Row 2 · Balance 3,431

Filing footnotes · ownership attribution and instrument terms

F1: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer.

F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date.

HomeTown Bankshares Corp

Report date March 09, 2017 · Filed March 10, 2017

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

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

PRECIGEN, INC.

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

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

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

RGC RESOURCES INC

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

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

Row 1 · 2026-01-02 · Grant · Acquired 291.278 · Balance 62,622.606

F1: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc.

F2: Reporting person has 53,835.925 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

Filing footnotes · ownership attribution and instrument terms

F1: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc.

F2: Reporting person has 53,835.925 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

HRTI, LLC

Report date July 20, 2022 · Filed July 22, 2022

Section 16 reporting ended · disclosed 2022-07-22. Current position is not established by this disclosure.

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

Row 1 · 2022-07-20 · Disposition to issuer · Disposed 3,431.663 · Balance 0

F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger.

Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-07-20 transaction · row 2
1 source row

Row 2 · 2022-07-20 · Disposition to issuer · Disposed 31,789.3371 · Balance 0

F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger.

Transaction history

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
June 01, 2020 Filed Jun 2, 2020 17:41 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 59.148 $25.36 $1,499.99
Disclosure

SEC source: 0001314626-20-000027 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 36,576.323

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 30,275.534 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 01, 2020 Filed Jun 2, 2020 17:41 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 170.873 $25.36 $4,333.34
Disclosure

SEC source: 0001314626-20-000027 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 36,517.175

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 30,275.534 shares in a revocable trust for which she serves as trustee. Also includes 6,241.641 shares in trust for which the spouse serves as trustee.

Read SEC document
May 28, 2020 Filed May 28, 2020 16:21 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 588 $27.23 $16,011.24
Disclosure

SEC source: 0001453947-20-000027 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,749.7606

F1 · kind: Received in lieu of director fees

Read SEC document
May 12, 2020 Filed May 13, 2020 18:09 UTC HRTI, LLC HR · Entity 125212 GrantCommon Stock 5,851 $29.31 $171,492.81
Disclosure

SEC source: 0000899749-20-000065 · wf-form4_158940771617584.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,025.3371

Read SEC document
May 01, 2020 Filed May 4, 2020 18:53 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 61.224 $24.50 $1,499.99
Disclosure

SEC source: 0001314626-20-000020 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 36,346.302

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 30,104.661 shares in a revocable trust for which she serves as trustee. Also includes 6,241.641 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 43.833 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
May 01, 2020 Filed May 4, 2020 18:53 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 176.871 $24.50 $4,333.34
Disclosure

SEC source: 0001314626-20-000020 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 36,241.245

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 30,104.661 shares in a revocable trust for which she serves as trustee. Includes 176.353 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 6,136.584 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, 2020 Filed Apr 2, 2020 18:04 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 53.821 $27.87 $1,499.99
Disclosure

SEC source: 0001314626-20-000019 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 35,888.021

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 a trustee.

F4 · balance_after: Reporting person has 29,751.437 shares in a revocable trust for which she serves as trustee. Also includes 6,136.584 shares in trust for which the spouse serves as trustee.

Read SEC document
April 01, 2020 Filed Apr 2, 2020 18:04 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 155.484 $27.87 $4,333.34
Disclosure

SEC source: 0001314626-20-000019 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 35,834.2

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 29,751.437 shares in a revocable trust for which she serves as trustee. Also includes 6,082.763 shares in trust for which the spouse serves as trustee.

Read SEC document
March 20, 2020 Filed Mar 27, 2020 10:05 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 15.6224 $22.97 $358.85
Disclosure

SEC source: 0001314626-20-000012 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,161.7606

F1 · kind: Received through DRP

Read SEC document
March 02, 2020 Filed Mar 3, 2020 17:44 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 50.15 $29.91 $1,499.99
Disclosure

SEC source: 0001314626-20-000011 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 35,678.716

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 a trustee.

F4 · balance_after: Reporting person has 29,595.953 shares in a revocable trust for which she serves as trustee. Also includes 6,082.763 shares in trust for which the spouse serves as trustee.

Read SEC document
March 02, 2020 Filed Mar 3, 2020 17:44 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 144.879 $29.91 $4,333.33
Disclosure

SEC source: 0001314626-20-000011 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 35,628.566

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 29,595.953 shares in a revocable trust for which she serves as trustee. Also includes 6,032.613 shares in trust for which the spouse serves as trustee.

Read SEC document
February 28, 2020 Filed Feb 28, 2020 14:49 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 443 $33.65 $14,906.95
Disclosure

SEC source: 0001453947-20-000009 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,146.14

F1 · kind: Received in lieu of director fees

Read SEC document
February 03, 2020 Filed Feb 5, 2020 16:12 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 58.343 $25.71 $1,500.00
Disclosure

SEC source: 0001314626-20-000010 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 35,483.687

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 29,451.074 shares in a revocable trust for which she serves as trustee. Also includes 6,032.613 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 40.390 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
February 03, 2020 Filed Feb 5, 2020 16:12 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 168.546 $25.71 $4,333.32
Disclosure

SEC source: 0001314626-20-000010 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 35,384.954

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 29,451.074 shares in a revocable trust for which she serves as trustee. Includes 163.747 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 5,933.880 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 02, 2020 Filed Jan 3, 2020 16:10 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 53.248 $28.17 $1,500.00
Disclosure

SEC source: 0001314626-20-000001 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 35,052.661

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 29,118.781 shares in a revocable trust for which she serves as trustee. Also includes 5,933.880 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 02, 2020 Filed Jan 3, 2020 16:10 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 153.829 $28.17 $4,333.36
Disclosure

SEC source: 0001314626-20-000001 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,999.413

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 29,118.781 shares in a revocable trust for which she serves as trustee. Also includes 5,880.632 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, 2019 Filed Jan 7, 2020 16:27 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 5.9442 $39.98 $237.65
Disclosure

SEC source: 0001314626-20-000002 · primary_doc.xml · nonDerivative · entry 3

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,703.14

F2 · kind: Received through DRP

Read SEC document
December 02, 2019 Filed Dec 3, 2019 19:57 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 51.653 $29.04 $1,500.00
Disclosure

SEC source: 0001314626-19-000021 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,845.584

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 28,964.952 shares in a revocable trust for which she serves as trustee. Also includes 5,880.632 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

Read SEC document
December 02, 2019 Filed Dec 3, 2019 19:57 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 137.741 $29.04 $4,000.00
Disclosure

SEC source: 0001314626-19-000021 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,793.931

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 28,964.952 shares in a revocable trust for which she serves as trustee. Also includes 5,828.979 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, 2019 Filed Nov 26, 2019 16:24 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 296 $37.56 $11,117.76
Disclosure

SEC source: 0001314626-19-000014 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,240.7786

F1 · kind: Received in lieu of director fees

Read SEC document
November 01, 2019 Filed Nov 4, 2019 17:27 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 50.437 $29.74 $1,500.00
Disclosure

SEC source: 0001314626-19-000013 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,656.19

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 28,827.211 shares in a revocable trust for which she serves as trustee. Also includes 5,828.979 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 31.883 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
November 01, 2019 Filed Nov 4, 2019 17:27 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 134.499 $29.74 $4,000.00
Disclosure

SEC source: 0001314626-19-000013 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,573.87

F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources.

F2 · shares: Reporting person has 28,827.211 shares in a revocable trust for which she serves as trustee. Includes 130.382 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 5,746.659 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, 2019 Filed Oct 2, 2019 15:59 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 51.885 $28.91 $1,500.00
Disclosure

SEC source: 0001314626-19-000012 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,308.989

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 28,562.330 shares in a revocable trust for which she serves as trustee. Also includes 5,746.659 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, 2019 Filed Oct 2, 2019 15:59 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 138.36 $28.91 $3,999.99
Disclosure

SEC source: 0001314626-19-000012 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,257.104

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 28,562.330 shares in a revocable trust for which she serves as trustee. Also includes 5,694.774 shares previously owned by her spouse, which have transferred to a revocable trust for which the spouse serves as trustee.

Read SEC document
September 20, 2019 Filed Jan 7, 2020 16:27 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 4.4155 $35.45 $156.53
Disclosure

SEC source: 0001314626-20-000002 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,697.1958

F2 · kind: Received through DRP

Read SEC document
September 03, 2019 Filed Sep 4, 2019 16:13 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 54.113 $27.72 $1,500.01
Disclosure

SEC source: 0001314626-19-000011 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,118.744

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 28,423.970 shares in a revocable trust for which she serves as trustee. Also includes 5,694.774 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 03, 2019 Filed Sep 4, 2019 16:13 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 144.3 $27.72 $4,000.00
Disclosure

SEC source: 0001314626-19-000011 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,064.631

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 28,423.970 shares in a revocable trust for which she serves as trustee. Also includes 5,640.661 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 16, 2019 Filed Aug 19, 2019 11:16 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 322 $34.52 $11,115.44
Disclosure

SEC source: 0001453947-19-000017 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,944.7786

F1 · kind: Received in lieu of director fees

Read SEC document
August 01, 2019 Filed Aug 2, 2019 15:00 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 53.041 $28.28 $1,500.00
Disclosure

SEC source: 0001314626-19-000009 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,920.331

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 28,279.670 shares in a revocable trust for which she serves as trustee. Also includes 5,640.661 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 32.412 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
August 01, 2019 Filed Aug 2, 2019 15:00 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 141.443 $28.28 $4,000.01
Disclosure

SEC source: 0001314626-19-000009 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,834.878

F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources.

F2 · balance_after: Reporting person has 28,279.670 shares in a revocable trust for which she serves as trustee. Includes 133.857 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 5,555.208 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, 2019 Filed Jul 2, 2019 15:49 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 50.184 $29.89 $1,500.00
Disclosure

SEC source: 0001314626-19-000008 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,559.578

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 28,004.370 shares in a revocable trust for which she serves as trustee. Also includes 5,555.208 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, 2019 Filed Jul 2, 2019 15:49 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 133.824 $29.89 $4,000.00
Disclosure

SEC source: 0001314626-19-000008 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,509.394

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 28,004.370 shares in a revocable trust for which she serves as trustee. Also includes 5,505.024 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, 2019 Filed Aug 12, 2019 09:59 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 1.7786 $35.98 $63.99
Disclosure

SEC source: 0001314626-19-000010 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,622.7786

F1 · kind: Received through DRP

Read SEC document
June 21, 2019 Filed Jan 7, 2020 16:27 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 3,452 $0.00 $0.00
Disclosure

SEC source: 0001314626-20-000002 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,692.7803

F1 · kind: Received shares from bank merger

Read SEC document
June 03, 2019 Filed Jun 4, 2019 16:18 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 54.074 $27.74 $1,500.01
Disclosure

SEC source: 0001314626-19-000007 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,375.57

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 27,870.546 shares in a revocable trust for which she serves as trustee. Also includes 5,505.024 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

Read SEC document
June 03, 2019 Filed Jun 4, 2019 16:18 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 144.196 $27.74 $4,000.00
Disclosure

SEC source: 0001314626-19-000007 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,321.496

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 27,870.546 shares in a revocable trust for which she serves as trustee. Also includes 5,450.950 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, 2019 Filed May 29, 2019 11:32 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 OtherAmerican National Bankshares Inc. 256 $36.47 $9,336.32
Disclosure

SEC source: 0001595975-19-000006 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,621

F1 · kind: Received in lieu of director fees

Read SEC document
May 14, 2019 Filed May 16, 2019 09:22 UTC HRTI, LLC HR · Entity 125212 GrantCommon Stock 5,556 $30.86 $171,458.16
Disclosure

SEC source: 0000899749-19-000067 · wf-form4_155801294991678.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,174.3371

Read SEC document
May 01, 2019 Filed May 2, 2019 16:02 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 56.138 $26.72 $1,500.01
Disclosure

SEC source: 0001314626-19-000006 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,177.3

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 27,726.350 shares in a revocable trust for which she serves as trustee. Also includes 5,450.950 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 33.109 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
May 01, 2019 Filed May 2, 2019 16:02 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 149.701 $26.72 $4,000.01
Disclosure

SEC source: 0001314626-19-000006 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 33,088.053

F1 · kind: Shares issued to reporting person's trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources.

F2 · balance_after: Reporting person has 27,726.350 shares in a revocable trust for which she serves as trustee. Includes 138.178 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 5,361.703 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, 2019 Filed Apr 2, 2019 15:57 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 57.471 $26.10 $1,499.99
Disclosure

SEC source: 0001314626-19-000004 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,800.174

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 27,438.471 shares in a revocable trust for which she serves as trustee. Also includes 5,361.703 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, 2019 Filed Apr 2, 2019 15:57 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 153.257 $26.10 $4,000.01
Disclosure

SEC source: 0001314626-19-000004 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,742.703

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 27,438.471 shares in a revocable trust for which she serves as trustee. Also includes 5,304.232 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, 2019 Filed Apr 3, 2019 15:39 UTC AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 GrantAmerican National Bankshares Inc. 10,365 $0.00 $0.00
Disclosure

SEC source: 0001363012-19-000016 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,365

Read SEC document
March 01, 2019 Filed Mar 4, 2019 19:27 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 53.097 $28.25 $1,499.99
Disclosure

SEC source: 0001314626-19-000003 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,589.446

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 27,285.214 shares in a revocable trust for which she serves as trustee. Also includes 5,304.232 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, 2019 Filed Mar 4, 2019 19:27 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 141.593 $28.25 $4,000.00
Disclosure

SEC source: 0001314626-19-000003 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,536.349

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 27,285.214 shares in a revocable trust for which she serves as trustee. Also includes 5,251.135 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 01, 2019 Filed Feb 4, 2019 20:22 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 53.004 $28.30 $1,500.01
Disclosure

SEC source: 0001314626-19-000002 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,394.756

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 27,143.621 shares in a revocable trust for which she serves as trustee. Also includes 5,251.135 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 30.131 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc.

Read SEC document
February 01, 2019 Filed Feb 4, 2019 20:22 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 141.343 $28.30 $4,000.01
Disclosure

SEC source: 0001314626-19-000002 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,311.621

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 27,143.621 shares in a revocable trust for which she serves as trustee. Includes 127.179 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 5,168.000 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 02, 2019 Filed Jan 3, 2019 16:07 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 50.336 $29.80 $1,500.01
Disclosure

SEC source: 0001314626-19-000001 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,043.099

F3 · kind: Purchases 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 26,875.099 shares in a revocable trust for which she serves as trustee. Also includes 5,168.000 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 02, 2019 Filed Jan 3, 2019 16:07 UTC RGC RESOURCES INC RGCO · Entity 88 GrantCommon Stock 134.228 $29.80 $3,999.99
Disclosure

SEC source: 0001314626-19-000001 · primary_doc.xml · nonDerivative · entry 1

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 31,992.763

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 26,875.099 shares in a revocable trust for which she serves as trustee. Also includes 5,117.664 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 03, 2018 Filed Dec 4, 2018 15:52 UTC RGC RESOURCES INC RGCO · Entity 88 PurchaseCommon Stock 53.286 $28.15 $1,500.00
Disclosure

SEC source: 0001314626-18-000014 · primary_doc.xml · nonDerivative · entry 2

AGEE NANCY H · CIK 0001314626 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 31,858.535

F3 · kind: Purchases 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 26,740.871 shares in a revocable trust for which she serves as trustee. Also includes 5,117.664 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.

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.