| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
435 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 18 of 18
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2017-02-28 |
4 |
B |
$32.18 |
$74,333 |
D/D |
2,310 |
5,865 |
2.39 |
- |
|
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2016-05-10 |
4 |
A |
$30.96 |
$76,007 |
D/D |
2,455 |
2,455 |
0 |
- |
|
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2022-05-13 |
4 |
A |
$29.80 |
$99,979 |
D/D |
3,355 |
31,789 |
0 |
- |
|
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2017-05-02 |
4 |
A |
$33.27 |
$100,010 |
D/D |
3,006 |
5,439 |
0 |
- |
|
| HTA |
Healthcare Trust of Ameri... |
Director |
– • – |
2022-08-02 |
4 |
A |
$25.70 |
$109,996 |
D/D |
4,280 |
36,069 |
0 |
- |
|
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2019-05-14 |
4 |
A |
$30.86 |
$171,458 |
D/D |
5,556 |
17,174 |
0 |
- |
|
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2021-05-11 |
4 |
A |
$31.70 |
$171,465 |
D/D |
5,409 |
28,434 |
0 |
- |
|
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2018-05-08 |
4 |
A |
$27.59 |
$171,475 |
D/D |
6,179 |
11,618 |
0 |
- |
|
| HR |
Healthcare Realty Trust I... |
Director |
– • – |
2020-05-12 |
4 |
A |
$29.31 |
$171,493 |
D/D |
5,851 |
23,025 |
0 |
- |
|
| RGCO |
RGC Resources Inc |
Director |
– • – |
2020-11-02 |
4 |
B |
$23.88 |
$1,499,998 |
I/I |
62,814 |
38,278 |
2.1 |
% |
|
435 Records found
|
|
Page 18 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 |
| |
|
|
|
|
|
