Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507 | Director | April 01, 2024 | April 01, 2024 |
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | October 01, 2026 | October 05, 2026 |
| Healthcare Realty Trust IncHR · Entity 3726 | Director | May 20, 2025 | May 22, 2025 |
| HomeTown Bankshares CorpHMTA · Entity 162420 | Director | March 09, 2017 | March 10, 2017 |
| PRECIGEN, INC.PGEN · Entity 4356 | Director | August 21, 2026 | August 25, 2026 |
| RGC RESOURCES INCRGCO · Entity 88 | Director | January 02, 2026 | January 06, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AMERICAN NATIONAL BANKSHARES INC.
Report date April 01, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Disposition to issuer · Disposed 23,269.72 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer.
Atlantic Union Bankshares Corp
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,546 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 922 · Balance 39,546 F1: Direct issue from Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct issue from Issuer.
Healthcare Realty Trust Inc
Report date May 20, 2025 · Filed May 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Partnership UnitsSEC Table II · derivative / convertible security | Direct | 30,780 |
Reported balance
After 2025-05-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-05-20 · Grant · Acquired 9,018 · Balance 30,780 F1: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer. F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date. |
| Common StockSEC Table I · non-derivative | Direct | 36,069 |
Reported balance
Holding disclosure · report date 2025-05-20 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 36,069 |
| Common StockSEC Table I · non-derivative | IndirectShares held in living trust | 3,431 |
Reported balance
Holding disclosure · report date 2025-05-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,431 |
Filing footnotes · ownership attribution and instrument terms
F1: The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer.
F2: The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. The units vest on May 19, 2026 and, upon achieving equivalent capital account balance per unit, are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date.
HomeTown Bankshares Corp
Report date March 09, 2017 · Filed March 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,978 |
Reported balance
After 2017-03-09 transaction · row 1
1 source rowRow 1 · 2017-03-09 · Purchase · Acquired 5,000 · Balance 24,978 |
PRECIGEN, INC.
Report date August 21, 2026 · Filed August 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 309,187 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Purchase · Acquired 3,411 · Balance 309,187 |
RGC RESOURCES INC
Report date January 02, 2026 · Filed January 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 62,622.606 |
Reported balance
After 2026-01-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 291.278 · Balance 62,622.606 F1: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F2: Reporting person has 53,835.925 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc.
F2: Reporting person has 53,835.925 shares in a revocable trust for which she serves as trustee. Includes 8,786.681 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HRTI, LLC
Report date July 20, 2022 · Filed July 22, 2022
Section 16 reporting ended · disclosed 2022-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectShares held in living trust | 0 |
Reported balance
After 2022-07-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-07-20 · Disposition to issuer · Disposed 3,431.663 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 2
1 source rowRow 2 · 2022-07-20 · Disposition to issuer · Disposed 31,789.3371 · Balance 0 F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to merger agreement between issuer and Healthcare Trust of America, Inc. ("HTA") in exchange for an equal number of shares of HTA common stock having a market value of $29.19 per share on the effective date of the merger.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 09, 2017 Filed Mar 10, 2017 12:22 UTC | HomeTown Bankshares Corp HMTA · Entity 162420 | PurchaseCommon Stock | 5,000 | $9.98 | $49,900.00 |
DisclosureSEC source: 0001437749-17-004255 · rdgdoc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,978 Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 17:17 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 48.214 | $18.67 | $900.00 |
DisclosureSEC source: 0001314626-17-000004 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 27,509.544 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 18,618.296 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 |
| March 01, 2017 Filed Mar 2, 2017 17:17 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 84.821 | $18.67 | $1,583.33 |
DisclosureSEC source: 0001314626-17-000004 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 27,461.33 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 18,618.296 shares in a revocable trust for which she serves as trustee. Includes 6,177.825 restricted shares and 1,687 unrestricted shares issued on March 1, 2017 due to a stock split effected in the form of a 50% stock dividend. Also includes 3,781.034 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. This trust also includes 1,260.345 shares issued on March 1, 2017 due to a stock split effected in the form of a 50% stock dividend. Read SEC document |
| February 28, 2017 Filed Feb 28, 2017 21:02 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 1,800 | $27.72 | $49,891.14 |
DisclosureSEC source: 0001314626-17-000003 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,251.339 F1 · kind: Shares purchased by reporting person. F2 · balance_after: Reporting person has 3,375 shares in her name and 12,355.650 shares in a revocable trust for which she serves as trustee. Also includes 2,520.689 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee. Read SEC document |
| February 28, 2017 Filed Mar 6, 2017 14:47 UTC | HRTI, LLC HR · Entity 125212 | PurchaseCommon Stock | 2,310 | $32.18 | $74,333.49 |
DisclosureSEC source: 0000899749-17-000050 · wf-form4_148882965556127.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,865 Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 17:15 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 33.342 | $26.99 | $900.00 |
DisclosureSEC source: 0001314626-17-000002 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 16,451.339 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 1,575 shares in her name and 12,355.650 shares in a revocable trust for which she serves as trustee. Also includes 2,520.689 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 19.882 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| February 01, 2017 Filed Feb 2, 2017 17:15 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 58.659 | $26.99 | $1,583.38 |
DisclosureSEC source: 0001314626-17-000002 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 16,398.115 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 1,575 shares in her name and 12,355.650 shares in a revocable trust for which she serves as trustee. Includes 98.293 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 2,467.465 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 03, 2017 Filed Jan 4, 2017 16:20 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 36.145 | $24.90 | $900.01 |
DisclosureSEC source: 0001314626-17-000001 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 16,241.163 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 1,575 shares in her name and 12,198.698 shares in a revocable trust for which she serves as trustee. Also includes 2,467.465 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 03, 2017 Filed Jan 4, 2017 16:20 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 60.241 | $24.90 | $1,500.00 |
DisclosureSEC source: 0001314626-17-000001 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 16,205.018 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 1,575 shares in her name and 12,198.698 shares in a revocable trust for which she serves as trustee. Also includes 2,431.320 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, 2016 Filed Dec 2, 2016 16:54 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 36.355 | $24.76 | $900.00 |
DisclosureSEC source: 0001314626-16-000032 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 16,144.777 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 1,575 shares in her name and 12,138.457 shares in a revocable trust for which she serves as trustee. Also includes 2,431.320 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, 2016 Filed Dec 2, 2016 16:54 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 60.591 | $24.76 | $1,499.99 |
DisclosureSEC source: 0001314626-16-000032 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 16,108.422 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 1,575 shares in her name and 12,138.457 shares in a revocable trust for which she serves as trustee. Also includes 2,394.965 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, 2016 Filed Nov 2, 2016 15:07 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 36.324 | $24.78 | $900.00 |
DisclosureSEC source: 0001314626-16-000031 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 16,047.831 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 1,575 shares in her name and 12,077.866 shares in a revocable trust for which she serves as trustee. Also includes 2,394.965 shares previously owned by her spouse, which have been transferred to a revocable trust for which the spouse serves as trustee and includes 19.121 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan for RGC Resources, Inc. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 15:07 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 60.54 | $24.78 | $1,500.00 |
DisclosureSEC source: 0001314626-16-000031 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 15,992.386 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 1,575 shares in her name and 12,077.866 shares in a revocable trust for which she serves as trustee. Includes 97.42 restricted stock shares purchased through dividends reinvested in the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. Also includes 2,339.520 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 03, 2016 Filed Oct 5, 2016 20:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 36.885 | $24.40 | $899.99 |
DisclosureSEC source: 0001314626-16-000030 · primary_doc.xml · nonDerivative · entry 4 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 15,834.426 F7 · 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. F8 · balance_after: Reporting person has 1,575 shares in her name and 11,919.906 shares in a revocable trust for which she serves as trustee. Also includes 2,342.520 shares in a revocable trust for which the spouse serves as trustee. Read SEC document |
| October 03, 2016 Filed Oct 5, 2016 20:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 61.475 | $24.40 | $1,499.99 |
DisclosureSEC source: 0001314626-16-000030 · primary_doc.xml · nonDerivative · entry 3 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 15,797.541 F5 · kind: Shares issued to reporting person pursuant to an election under the Restricted Stock Plan for Outside Directors of RGC Resources, Inc. F6 · balance_after: Reporting person has 1,575 shares in her name and 11,919.906 shares in a revocable trust for which she serves as trustee. Also includes 2,302.635 shares in a revocable trust for which the spouse serves as trustee. Read SEC document |
| September 13, 2016 Filed Sep 13, 2016 17:48 UTC | HRTI, LLC HR · Entity 125212 | PurchaseCommon Stock | 1,100 | $33.68 | $37,050.75 |
DisclosureSEC source: 0001209191-16-141237 · doc4.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,555 Read SEC document |
| September 09, 2016 Filed Oct 5, 2016 20:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 575 | $23.52 | $13,522.51 |
DisclosureSEC source: 0001314626-16-000030 · primary_doc.xml · nonDerivative · entry 2 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,736.066 F3 · kind: Shares purchased by insider. F4 · balance_after: Reporting person has 1,575 shares in her name and 11,858.431 shares in a revocable trust for which she serves as trustee. Also includes 2,302.635 shares in a revocable trust for which the spouse serves as trustee. Read SEC document |
| September 09, 2016 Filed Oct 5, 2016 20:14 UTC | RGC RESOURCES INC RGCO · Entity 88 | PurchaseCommon Stock | 1,000 | $23.52 | $23,517.50 |
DisclosureSEC source: 0001314626-16-000030 · primary_doc.xml · nonDerivative · entry 1 AGEE NANCY H · CIK 0001314626 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,161.066 F1 · kind: Shares purchased by insider. F2 · balance_after: Reporting person has 1,000 shares in her name and 11,858.431 shares in a revocable trust for which she serves as trustee. Also includes 2,302.635 shares in 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.