Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RGC RESOURCES INCRGCO · Entity 88 | VP & COO | 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.
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 | Direct | 49,060.232 |
Reported balance
After 2026-01-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-02 · Grant · Acquired 5,171 · Balance 49,060.232 F1: Shares issued on 01/02/2026 to reporting person pursuant to an award under the Restricted Stock Plan to be vested over a three-year period with 1,723.667 shares vesting on 01/02/2026, 1,723.667 shares vesting on 01/04/2027, and 1,723.666 shares vesting on 01/03/2028. F2: Total includes 5,158.999 shares of unvested restricted stock from current and prior grants. |
| Employee Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $16.37 · Expires 2026-12-08 | Direct | 4,500 |
Reported balance
Holding disclosure · report date 2026-01-02 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 4,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued on 01/02/2026 to reporting person pursuant to an award under the Restricted Stock Plan to be vested over a three-year period with 1,723.667 shares vesting on 01/02/2026, 1,723.667 shares vesting on 01/04/2027, and 1,723.666 shares vesting on 01/03/2028.
F2: Total includes 5,158.999 shares of unvested restricted stock from current and prior grants.
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 |
|---|---|---|---|---|---|---|
| August 01, 2018 Filed Oct 10, 2018 14:43 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 2.335 | $28.94 | $67.57 |
DisclosureSEC source: 0001590541-18-000002 · primary_doc.xml · nonDerivative · entry 5 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,553.031 F5 · kind: Shares purchased 08/01/2018 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 01, 2018 Filed Oct 10, 2018 14:43 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 6.942 | $26.43 | $183.48 |
DisclosureSEC source: 0001590541-18-000002 · primary_doc.xml · nonDerivative · entry 4 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,550.696 F4 · kind: Restricted shares purchased 05/01/2018 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Read SEC document |
| May 01, 2018 Filed Oct 10, 2018 14:43 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 2.555 | $26.43 | $67.53 |
DisclosureSEC source: 0001590541-18-000002 · primary_doc.xml · nonDerivative · entry 3 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,543.754 F3 · kind: Shares purchased 05/01/2018 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 01, 2018 Filed Oct 10, 2018 14:43 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 7.622 | $23.92 | $182.32 |
DisclosureSEC source: 0001590541-18-000002 · primary_doc.xml · nonDerivative · entry 2 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,541.199 F2 · kind: Restricted shares purchased 02/01/2018 through dividends reinvested in the RGC Resources, Inc. Restricted Stock Plan. Read SEC document |
| February 01, 2018 Filed Oct 10, 2018 14:43 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 2.822 | $23.92 | $67.50 |
DisclosureSEC source: 0001590541-18-000002 · primary_doc.xml · nonDerivative · entry 1 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,533.577 F1 · kind: Shares purchased 02/01/2018 through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 02, 2018 Filed Jan 4, 2018 21:15 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 1,283 | $26.33 | $33,781.39 |
DisclosureSEC source: 0001590541-18-000001 · primary_doc.xml · nonDerivative · entry 1 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,530.755 F1 · kind: Shares issued on 01/02/2018 to reporting person pursuant to an award under the RGC Resources, Inc. Key Employee Restricted Stock Plan to be vested over a three year period with 427.667 shares vesting immediately. F2 · balance_after: Includes 4.452 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Option · Derivative | 730 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · derivative · entry 15 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Underlying: Common Stock · 730 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · derivative.exercise_date: All options fully exercisable six months after date of grant. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Option · Derivative | 1,000 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · derivative · entry 14 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,730 Underlying: Common Stock · 1,000 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_date: All options fully exercisable six months after date of grant. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Option · Derivative | 1,000 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · derivative · entry 13 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,730 Underlying: Common Stock · 1,000 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: All options fully exercisable six months after date of grant. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Option · Derivative | 500 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · derivative · entry 12 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,730 Underlying: Common Stock · 500 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: All options fully exercisable six months after date of grant. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | SaleCommon Stock | 730 | $27.00 | $19,710.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 10 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,243.303 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 730 | $12.67 | $9,251.29 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 9 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,973.303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · kind: Exercise of options granted 04/01/2013 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | SaleCommon Stock | 1,000 | $27.22 | $27,222.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 8 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,243.303 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 1,000 | $12.67 | $12,673.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 7 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,243.303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: Exercise of options granted 04/01/2013. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | SaleCommon Stock | 1,000 | $27.16 | $27,160.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 6 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,243.303 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 1,000 | $12.67 | $12,673.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 5 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,243.303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · kind: Exercise of options granted 04/01/2013. Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | SaleCommon Stock | 500 | $27.19 | $13,595.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 4 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,243.303 Read SEC document |
| June 14, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 500 | $12.67 | $6,336.50 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 3 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,743.303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Exercise of options granted 04/01/2013. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionEmployee Stock Options · Derivative | 1,270 | $0.00 Strike: $12.67 | $0.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · derivative · entry 11 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,230 Underlying: Common Stock · 1,270 shares Expires 2023-04-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: All options fully exercisable six months after date of grant. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | SaleCommon Stock | 1,270 | $27.00 | $34,290.00 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 2 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,243.303 Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 19:32 UTC | RGC RESOURCES INC RGCO · Entity 88 | Exercise / conversionCommon Stock | 1,270 | $12.67 | $16,094.71 |
DisclosureSEC source: 0001590541-17-000002 · primary_doc.xml · nonDerivative · entry 1 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,513.303 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Exercise of options granted 04/01/2013. F2 · balance_after: Includes 26.138 shares purchased through dividends reinvested in the RGC Resources, Inc. Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| March 01, 2017 Filed Mar 2, 2017 20:45 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantCommon Stock | 1,285.712 | $18.67 | $24,000.00 |
DisclosureSEC source: 0001590541-17-000001 · primary_doc.xml · nonDerivative · entry 1 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,217.165 F1 · kind: Shares acquired pursuant to the RGC Resources, Inc. Stock Bonus Plan for performance. F2 · balance_after: Includes 64.334 shares purchased through dividends reinvested in the Dividend Reinvestment and Stock Purchase Plan and 977.151 shares issued on March 1, 2017 due to a stock split effected in the form of a 50% stock dividend. Read SEC document |
| December 08, 2016 Filed Dec 12, 2016 15:13 UTC | RGC RESOURCES INC RGCO · Entity 88 | GrantEmployee Stock Option · Derivative | 3,000 | $0.00 Strike: $24.55 | $0.00 |
DisclosureSEC source: 0001590541-16-000004 · primary_doc.xml · derivative · entry 1 Shockley C James Jr · CIK 0001590541 · VP, Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 3,000 shares Expires 2026-12-08 F1 · kind: Grant under the RGC Resources, Inc. Key Employee Stock Option Plan. F2 · derivative.exercise_date: All options fully exercisable six months after date of grant. 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.