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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 :    25         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 1
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   –       •      –    2020-11-02 4 B $23.88 $1,499,998 I/I 62,814 38,278 2.1 %
HR Healthcare Realty Trust I... Director   –       •      –    2020-05-12 4 A $29.31 $171,493 D/D 5,851 23,025 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   –       •      –    2021-05-11 4 A $31.70 $171,465 D/D 5,409 28,434 0 -
HR Healthcare Realty Trust I... Director   –       •      –    2019-05-14 4 A $30.86 $171,458 D/D 5,556 17,174 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   –       •      –    2017-05-02 4 A $33.27 $100,010 D/D 3,006 5,439 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   –       •      –    2016-05-10 4 A $30.96 $76,007 D/D 2,455 2,455 0 -
HR Healthcare Realty Trust I... Director   –       •      –    2017-02-28 4 B $32.18 $74,333 D/D 2,310 5,865 2.39 -
HMTA Hometown Bankshares Corp Director   •       •      –    2016-06-29 4 OE $6.01 $50,003 I/I 8,320 19,480 0 -
HMTA Hometown Bankshares Corp Director   •       •      –    2017-03-09 4 B $9.98 $49,900 D/D 5,000 24,978 2.39 -
RGCO RGC Resources Inc Director   –       •      –    2017-02-28 4 B $27.72 $49,891 D/D 1,800 18,251 2.39 -
HR Healthcare Realty Trust I... Director   –       •      –    2016-09-13 4 B $33.68 $37,051 D/D 1,100 3,555 2.39 -
RGCO RGC Resources Inc Director   –       •      –    2016-09-09 4 B $23.52 $37,040 D/D 1,575 15,736 2.39 -
HMTA Hometown Bankshares Corp Director   •       •      –    2012-06-29 4 B $5.05 $26,260 D/D 5,200 8,210 2.39 -
AMNB American National Bancsha... Director   –       •      –    2023-08-25 4 A $38.96 $21,272 D/D 546 22,681 0 -
AMNB American National Bancsha... Director   –       •      –    2023-02-23 4 A $33.39 $18,031 D/D 540 21,360 0 -
AMNB American National Bancsha... Director   –       •      –    2023-11-20 4 A $42.93 $17,258 D/D 402 23,083 0 -
AMNB American National Bancsha... Director   –       •      –    2023-05-19 4 A $27.40 $17,015 D/D 621 22,054 0 -
AMNB American National Bancsha... Director   –       •      –    2022-02-15 4 A $38.38 $17,002 D/D 443 19,446 0 -
AMNB American National Bancsha... Director   –       •      –    2021-05-24 4 A $35.37 $16,023 D/D 453 18,064 0 -
AMNB American National Bancsha... Director   –       •      –    2020-05-28 4 A $27.23 $16,011 D/D 588 15,750 0 -
AMNB American National Bancsha... Director   –       •      –    2021-02-22 4 A $29.48 $16,008 D/D 543 17,582 0 -
AMNB American National Bancsha... Director   –       •      –    2020-11-17 4 A $28.63 $16,004 D/D 559 17,007 0 -
  25  Records found
  1     
  Page 1 of 1  
 
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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