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Insider Information:   Agee Nancy H
Relationship:  
City:   Roanoke
State:   VA
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   123,537    

Indirect Shares

   76,804      
Direct Value   $2,726,654    

Indirect Value

   $1,215,736      
Total Shares   200,341      
Total Value   $3,942,390      


RGC Resources Inc $633,751 Hometown Bankshares Corp $0 Healthcare Trust of America Inc $1,052,854 Atlantic Union Bankshares Corp $1,040,049 RGC Resources Inc $633,751 Hometown Bankshares Corp $0 Healthcare Trust of America Inc $1,052,854 Atlantic Union Bankshares Corp $1,040,049
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    19   
    0    

     Stock price went up :
    3   
    0    
     Stock price went down :
    16   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   -6.8%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            RGC Resources Inc RGCO Director 2018-07-02 30,616 2024-05-01 53,893    Premium*  
            Hometown Bankshares Corp HMTA Director 2017-03-09 24,978 2016-06-29 19,480    Premium*  
            Healthcare Realty Trust Inc HR Director 2022-07-20 0 2022-07-20 0    Premium*  
            American National Bancshares Inc AMNB Director 2024-04-01 0 2019-04-01 0    Premium*  
            Healthcare Trust of America Inc HTA Director 2022-08-02 36,069 2022-08-02 3,431    Premium*  
            Atlantic Union Bankshares Corp AUB 2024-04-01 31,874 2024-04-01 0    Premium*  
* Premium Members only  

Records found :    435         Free Registration Required For Full Results.    Limit: 25

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  Page 17 of 18
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
RGCO RGC Resources Inc Director   –       •      –    2021-06-01 4 A $23.03 $4,333 I/I 188 40,534 0 -
RGCO RGC Resources Inc Director   •       •      –    2021-07-01 4 A $25.25 $4,333 I/I 172 40,770 0 -
RGCO RGC Resources Inc Director   •       •      –    2021-07-01 4 B $25.25 $1,500 I/I 59 40,830 2.02 %
RGCO RGC Resources Inc Director   •       •      –    2021-08-02 4 B $25.50 $1,500 I/I 59 41,318 2.02 %
RGCO RGC Resources Inc Director   •       •      –    2021-08-02 4 A $25.50 $4,333 I/I 170 41,206 0 -
RGCO RGC Resources Inc Director   •       •      –    2021-09-01 4 A $23.97 $4,333 I/I 181 41,499 0 -
RGCO RGC Resources Inc Director   •       •      –    2021-10-01 4 A $22.55 $4,333 I/I 192 41,691 0 -
RGCO RGC Resources Inc Director   •       •      –    2021-11-01 4 A $22.26 $4,333 I/I 195 42,190 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-01-03 4 A $23.19 $4,333 I/I 187 42,575 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-02-01 4 A $22.75 $6,000 I/I 264 43,160 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-03-01 4 A $21.88 $5,167 I/I 236 43,396 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-04-01 4 A $21.75 $5,167 I/I 238 46,634 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-05-02 4 A $20.98 $5,167 I/I 246 44,239 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-06-01 4 A $20.87 $5,167 I/I 248 44,486 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-07-01 4 A $20.33 $5,167 I/I 254 44,740 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-08-01 4 A $19.74 $5,167 I/I 262 45,394 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-09-01 4 A $21.23 $5,167 I/I 243 45,638 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-10-03 4 A $21.11 $5,167 I/I 245 45,882 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-11-01 4 A $21.13 $5,167 I/I 245 46,504 0 -
RGCO RGC Resources Inc Director   •       •      –    2022-12-01 4 A $24.11 $5,167 I/I 214 46,718 0 -
RGCO RGC Resources Inc Director   •       •      –    2023-01-03 4 A $22.25 $5,167 I/I 232 46,950 0 -
RGCO RGC Resources Inc Director   •       •      –    2023-02-01 4 A $23.76 $5,167 I/I 217 47,516 0 -
RGCO RGC Resources Inc Director   •       •      –    2023-03-01 4 A $24.15 $5,167 I/I 214 47,730 0 -
RGCO RGC Resources Inc Director   •       •      –    2023-05-01 4 A $19.19 $5,167 I/I 269 48,665 0 -
RGCO RGC Resources Inc Director   •       •      –    2023-06-01 4 A $20.69 $5,167 I/I 250 48,915 0 -
  435  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13   14   15   16   17  18      
  Page 17 of 18  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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