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 |
|---|---|---|---|---|---|---|
| December 03, 2018 Filed Dec 4, 2018 15:52 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 136.175 | $28.15 | $3,833.33 |
DisclosureSEC source: 0001314626-18-000014 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 31,805.249 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 26,740.871 shares in a revocable trust for which she serves as trustee. Also includes 5,064.378 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 14:54 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 52.854 | $28.38 | $1,500.00 |
DisclosureSEC source: 0001314626-18-000013 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 31,669.074 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 26,604.696 shares in a revocable trust for which she serves as trustee. Also includes 5,064.378 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 27.222 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| November 01, 2018 Filed Nov 2, 2018 14:54 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 135.072 | $28.38 | $3,833.34 |
DisclosureSEC source: 0001314626-18-000013 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 31,588.998 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 26,604.696 shares in a revocable trust for which she serves as trustee. Includes 116.285 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 4,984.302 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, 2018 Filed Oct 2, 2018 14:33 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 57.034 | $26.30 | $1,499.99 |
DisclosureSEC source: 0001314626-18-000012 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 31,337.641 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 26,353.339 shares in a revocable trust for which she serves as trustee. Also includes 4,984.302 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, 2018 Filed Oct 2, 2018 14:33 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 145.754 | $26.30 | $3,833.33 |
DisclosureSEC source: 0001314626-18-000012 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · TRUST Disclosed balance after: 31,280.607 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 26,353.339 shares in a revocable trust for which she serves as trustee. Also includes 4,927.268 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 15:10 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 55.535 | $27.01 | $1,500.00 |
DisclosureSEC source: 0001314626-18-000011 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 31,134.853 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 26,207.585 shares in a revocable trust for which she serves as trustee. Also includes 4,927.268 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| September 04, 2018 Filed Sep 5, 2018 15:10 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 141.923 | $27.01 | $3,833.34 |
DisclosureSEC source: 0001314626-18-000011 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 31,079.318 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 26,207.585 shares in a revocable trust for which she serves as trustee. Also includes 4,871.733 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 16:07 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 51.831 | $28.94 | $1,499.99 |
DisclosureSEC source: 0001314626-18-000010 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,937.395 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 26,065.662 shares in a revocable trust for which she serves as trustee. Also includes 4,871.733 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 25.677 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 16:07 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 132.458 | $28.94 | $3,833.33 |
DisclosureSEC source: 0001314626-18-000010 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,859.887 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 26,065.662 shares in a revocable trust for which she serves as trustee. Includes 111.189 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 4,794.225 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 02, 2018 Filed Jul 3, 2018 14:09 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 50 | $30.00 | $1,500.00 |
DisclosureSEC source: 0001314626-18-000007 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,616.24 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 25,822.015 shares in a revocable trust for which she serves as trustee. Also includes 4,794.225 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 02, 2018 Filed Jul 3, 2018 14:09 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 127.778 | $30.00 | $3,833.34 |
DisclosureSEC source: 0001314626-18-000007 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,556.24 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 25,822.015 shares in a revocable trust for which she serves as trustee. Also includes 4,744.225 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, 2018 Filed Jun 4, 2018 14:21 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 54.725 | $27.41 | $1,500.01 |
DisclosureSEC source: 0001314626-18-000006 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,438.462 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 25,694.237 shares in a revocable trust for which she serves as trustee. Also includes 4,744.225 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, 2018 Filed Jun 4, 2018 14:21 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 139.852 | $27.41 | $3,833.34 |
DisclosureSEC source: 0001314626-18-000006 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,383.737 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 25,694.237 shares in a revocable trust for which she serves as trustee. Also includes 4,689.500 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 08, 2018 Filed May 9, 2018 16:10 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 2,555 | $27.98 | $71,488.90 |
DisclosureSEC source: 0000899749-18-000041 · wf-form4_152589658823773.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,618.3371 Read SEC document |
| May 08, 2018 Filed May 9, 2018 16:10 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,624 | $27.59 | $99,986.16 |
DisclosureSEC source: 0000899749-18-000041 · wf-form4_152589658823773.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,063.3371 Read SEC document |
| May 01, 2018 Filed May 2, 2018 14:19 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 56.754 | $26.43 | $1,500.01 |
DisclosureSEC source: 0001314626-18-000005 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,243.885 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 25,554.385 shares in a revocable trust for which she serves as trustee. Also includes 4,689.500 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 27.011 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| May 01, 2018 Filed May 2, 2018 14:19 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 145.037 | $26.43 | $3,833.33 |
DisclosureSEC source: 0001314626-18-000005 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 30,160.12 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 25,554.385 shares in a revocable trust for which she serves as trustee. Includes 118.632 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 4,605.735 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 02, 2018 Filed Apr 3, 2018 13:47 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 61.175 | $24.52 | $1,500.01 |
DisclosureSEC source: 0001314626-18-000004 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 29,896.451 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 25,290.716 shares in a revocable trust for which she serves as trustee. Also includes 4,605.735 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 02, 2018 Filed Apr 3, 2018 13:47 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 156.335 | $24.52 | $3,833.33 |
DisclosureSEC source: 0001314626-18-000004 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 29,835.276 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 25,290.716 shares in a revocable trust for which she serves as trustee. Also includes 4,544.560 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, 2018 Filed Mar 2, 2018 15:36 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 60.217 | $24.91 | $1,500.01 |
DisclosureSEC source: 0001314626-18-000003 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 29,678.941 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 25,134.381 shares in a revocable trust for which she serves as trustee. Also includes 4,544.560 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, 2018 Filed Mar 2, 2018 15:36 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 153.887 | $24.91 | $3,833.33 |
DisclosureSEC source: 0001314626-18-000003 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 29,618.724 F1 · kind: Shares issued to reporting persons trust pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2 · balance_after: Reporting person has 25,134.381 shares in a revocable trust for which she serves as trustee. Also includes 4,484.343 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, 2018 Filed Feb 2, 2018 19:01 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 62.709 | $23.92 | $1,500.00 |
DisclosureSEC source: 0001314626-18-000002 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 29,464.837 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 24,980.494 shares in a revocable trust for which she serves as trustee. Also includes 4,484.343 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, 2018 Filed Feb 2, 2018 19:01 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 160.256 | $23.92 | $3,833.32 |
DisclosureSEC source: 0001314626-18-000002 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 29,373.661 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 24,890.494 shares in a revocable trust for which she serves as trustee. Includes 127.208 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 4,393.167 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, 2018 Filed Jan 3, 2018 20:23 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 56.969 | $26.33 | $1,499.99 |
DisclosureSEC source: 0001314626-18-000001 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · TRUST Disclosed balance after: 29,086.197 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 24,693.030 shares in a revocable trust for which she serves as trustee. Also includes 4,393.167 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, 2018 Filed Jan 3, 2018 20:23 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 145.589 | $26.33 | $3,833.36 |
DisclosureSEC source: 0001314626-18-000001 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · TRUST Disclosed balance after: 29,029.228 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 24,693.030 shares in a revocable trust for which she serves as trustee. Also includes 4,336.198 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 15:39 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 55.824 | $26.87 | $1,499.99 |
DisclosureSEC source: 0001314626-17-000017 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,883.639 F3 · kind: Purchases 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 24,547.441 shares in a revocable trust for which she serves as trustee. Also includes 4,336.198 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| December 01, 2017 Filed Dec 4, 2017 15:39 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 58.926 | $26.87 | $1,583.34 |
DisclosureSEC source: 0001314626-17-000017 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,827.815 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 24,547.441 shares in a revocable trust for which she serves as trustee. Also includes 4,280.374 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 15:27 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 52.947 | $28.33 | $1,499.99 |
DisclosureSEC source: 0001314626-17-000016 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,768.889 F3 · kind: Purchases 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 24,488.515 shares in a revocable trust for which she serves as trustee. Also includes 4,280.374 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 21.527 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 15:27 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 55.889 | $28.33 | $1,583.34 |
DisclosureSEC source: 0001314626-17-000016 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,694.415 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 24,488.515 shares in a revocable trust for which she serves as trustee. Includes 98.639 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 4,205.900 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 02, 2017 Filed Oct 3, 2017 14:25 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 53.079 | $28.26 | $1,500.01 |
DisclosureSEC source: 0001314626-17-000014 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,539.887 F3 · kind: Purchases 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 5,062 shares in her name and 19,271.987 shares in a revocable trust for which she serves as trustee. Also includes 4,205.900 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 02, 2017 Filed Oct 3, 2017 14:25 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 56.027 | $28.26 | $1,583.32 |
DisclosureSEC source: 0001314626-17-000014 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,486.808 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 5,062 shares in her name and 19,271.987 shares in a revocable trust for which she serves as trustee. Also includes 4,152.821 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 01, 2017 Filed Sep 5, 2017 15:15 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 55.33 | $27.11 | $1,500.00 |
DisclosureSEC source: 0001314626-17-000013 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,430.781 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 5,062 shares in her name and 19,215.960 shares in a revocable trust for which she serves as trustee. Also includes 4,152.821 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 01, 2017 Filed Sep 5, 2017 15:15 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 58.404 | $27.11 | $1,583.33 |
DisclosureSEC source: 0001314626-17-000013 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,375.451 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 5,062 shares in her name and 19,215.960 shares in a revocable trust for which she serves as trustee. Also includes 4,097.491 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 15:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 55.556 | $27.00 | $1,500.01 |
DisclosureSEC source: 0001314626-17-000012 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,317.047 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 24,219.556 shares in a revocable trust for which she serves as trustee. Also includes 4,097.491 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 21.591 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 15:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 58.642 | $27.00 | $1,583.33 |
DisclosureSEC source: 0001314626-17-000012 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,239.9 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 24,219.556 shares in revocable trust for which she serves as trustee. Includes 102.02 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 4,020.344 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 03, 2017 Filed Jul 5, 2017 14:44 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 51.493 | $29.13 | $1,499.99 |
DisclosureSEC source: 0001314626-17-000011 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,079.238 F3 · kind: Purchases 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 24,058.894 shares in a revocable trust for which she serves as trustee. Also includes 4,020.344 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 03, 2017 Filed Jul 5, 2017 14:44 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 54.354 | $29.13 | $1,583.33 |
DisclosureSEC source: 0001314626-17-000011 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 28,027.745 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 24,058.894 shares in a revocable trust for which she serves as trustee. Also includes 3,968.851 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, 2017 Filed Jun 2, 2017 16:56 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 36.217 | $24.85 | $899.99 |
DisclosureSEC source: 0001314626-17-000009 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,973.371 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 serves as trustee. F4 · balance_after: Reporting person has 24,004.540 shares in a revocable trust for which she serves as trustee. Also includes 3,968.831 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, 2017 Filed Jun 2, 2017 16:56 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 63.715 | $24.85 | $1,583.32 |
DisclosureSEC source: 0001314626-17-000009 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,937.154 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 24,004.540 shares in a revocable trust for which she serves as trustee. Also includes 3,932.614 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, 2017 Filed Jun 16, 2017 15:41 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 36.237 | $24.84 | $900.01 |
DisclosureSEC source: 0001314626-17-000010 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,973.391 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 serves as trustee. Amended to adjust transaction price and share count. F4 · balance_after: Reporting person has 24,004.540 shares in a revocable trust for which she serves as trustee. Also includes 3,968.851 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, 2017 Filed Jun 16, 2017 15:41 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 63.715 | $24.85 | $1,583.32 |
DisclosureSEC source: 0001314626-17-000010 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,937.154 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 24,004.540 shares in a revocable trust for which she serves as trustee. Also includes 3,932.614 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 02, 2017 Filed May 3, 2017 17:00 UTC | HRTI, LLC HR · Entity 125212 | GrantCommon Stock | 3,006 | $33.27 | $100,009.62 |
DisclosureSEC source: 0000899749-17-000070 · wf-form4_149384524129156.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,439.3371 Read SEC document |
| May 01, 2017 Filed May 2, 2017 19:25 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 39.387 | $22.85 | $899.99 |
DisclosureSEC source: 0001314626-17-000007 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,874.928 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 23,940.825 shares in a revocable trust for which she serves as trustee. Also includes 3,934.103 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 24.559 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| May 01, 2017 Filed May 2, 2017 19:25 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 69.292 | $22.85 | $1,583.32 |
DisclosureSEC source: 0001314626-17-000007 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,810.982 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 transferred the remaining 5,062 shares owned by her to the revocable trust for which she serves as trustee. Also includes 118.607 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for outside Directors of RGC Resources, Inc. Also includes 3,870.157 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 01, 2017 Filed May 19, 2017 15:02 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 38.47 | $23.40 | $900.01 |
DisclosureSEC source: 0001314626-17-000008 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,873.439 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 serves as trustee. Amended to adjust transaction price and share count. F4 · balance_after: Reporting person has 23,940.825 shares in a revocable trust for which she serves as trustee. Also includes 3,932.614 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 23.987 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| May 01, 2017 Filed May 19, 2017 15:02 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 69.292 | $22.85 | $1,583.32 |
DisclosureSEC source: 0001314626-17-000008 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,810.982 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 transferred the remaining 5,062 shares owned by her to the revocable trust for which she serves as trustee. Also includes 118.607 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for outside Directors of RGC Resources, Inc. Also includes 3,870.157 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 03, 2017 Filed Apr 5, 2017 15:12 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 41.284 | $21.80 | $899.99 |
DisclosureSEC source: 0001314626-17-000005 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,623.458 F3 · kind: Purchases 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 5,062 shares in her name and 18,690.926 shares in a revocable trust for which she serves as trustee. Also includes 3,870.532 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 03, 2017 Filed Apr 5, 2017 15:12 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 72.63 | $21.80 | $1,583.33 |
DisclosureSEC source: 0001314626-17-000005 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,582.174 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 5,062 shares in her name and 18,690.926 shares in a revocable trust for which she serves as trustee. Also includes 3,829.248 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 03, 2017 Filed Apr 10, 2017 19:33 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 40.909 | $22.00 | $900.00 |
DisclosureSEC source: 0001314626-17-000006 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,623.083 F3 · kind: Purchases 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. Amended to adjust transaction price and share count. F4 · balance_after: Reporting person has 5,062 shares in her name and 18,690.926 shares in a revocable trust for which she serves as trustee. Also includes 3,870.157 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 03, 2017 Filed Apr 10, 2017 19:33 UTC Amendment | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 72.63 | $21.80 | $1,583.33 |
DisclosureSEC source: 0001314626-17-000006 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 27,582.174 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 5,062 shares in her name and 18,690.926 shares in a revocable trust for which she serves as trustee. Also includes 3,829.248 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.