George Steven Agee
2017Annual
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Pull out the substance of this filing.
What was filed
101
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
4
spouse income
Named parties
- Bridgewater College
- American Hospital Association
- Commonwealth of Virgini-Retirement Income
- Canbon Chnic-Salary
- RGC Resources, Inc. - Director Fees
- Hometown Bank - Director Fees
- Health Care Realty Trust Incorporated - Director Fees
As filed
CAIBX — Int/Div
SAMECX — Int/Div
ANCFX — Int/Div
AAPL — Int/Div — Donated
IRA #I*(H)
AGAAX — Int/Div
LANWPX — Int/Div
CWGIX — Int/Div
AMRMX — Int/Div
RCC Equity Group, LLC — Int/Div
AMNB — Int/Div
SUWLLLC -(H)
Rental Property #1 Roanoke, VA — istnibution
Healthcare Realty Trust, Inc — Int/Div
Agee Mill, LLC — Distribution
RGC Resources. Inc — Int/Div
First Citizens Bank Account — Interest
Hometown Bank — Int/Div
BBT — Int/Div
DWGAX — Int/Div
MSFT — Int/Div — Donated
CAIBX — Int/Div — Donated
CWGIX — Int/Div — Donated
ANCFX — Int/Div — Donated
AGTHX — Int/Div — Donated
ANWPX — Int/Div — Donated
NEWFX — Int/Div
IGAAX — Int/Div — Donated
PNFP (formerly BNCN} — Int/Div — Donated
NYVCX — Int/Div
ACERX — Int/Div — Donated
AFIEX — Int/Div
AMECX — Int/Div — Donated
AMECX — Int/Div — Donated
STLD — Int/Div — Donated
SBPLX — Int/Div
FSBCX — Int/Div — Donated
Edward Jones Cash Account — Interest
AMCPX — Int/Div
AGTHX — Int/Div
NEWFX — Int/Div
Retirement Account #1 Virginia Deferred Compensation Plan - (H)
VRS Stock Fund — Int/Div
Stable Value Fund — Int/Div
VRS Int'l Stock Fund — Int/Div
VRS Small/Mid Cap Stock Fund — Int/Div
IRA#£2-(H)
JJGAAX — Int/Div
ANWPX — Int/Div
CWGIX — Int/Div
AMRMX — Int/Div
ANCFX — Int/Div
CAIBX — Int/Div
AMECX — Int/Div
LAMOPX — Int/Div
AGTHX — Int/Div
NEWFX — Int/Div
Retirement Account #2 Carilion Health System Sec 403(b) Plan - (H)
Prudential Guaranteed Income Fund 28 — Interest
Metropolitan West Total Return Bond Plan — Int/Div
American Funds Euro Pacific Growth — Int/Div
JP Morgan Mid Cap Value (formerly Goldman Sachs MDCAP Val/A) — Int/Div
Prudential Jennison Sm Company A*1 — Int/Div
Victory Munder Mid Cap Core Gr FdY — Int/Div
Vanguard Inst! Index — Int/Div
Retirement Acct #3 Carilion Health System Sec 457(b) Plan < (H)
Metropolitan West Total Return Bond Plan — Int/Div
J Hancock Disciplined Value R6 — Int/Div
Vanguard Inst] — Int/Div
Retirement Acct #4 Equivest TSA S01{cK3) Plan - (H)
BQ Guaranteed Interest — Int/Div
EQ Intemational Equity Index — Int/Div
AXA/AB Small Cap Growth — Int/Div
AXA MidCap VA Managed Vol — Int/Div
EQ Black Rock Basic — Int/Div
Equitable Multimanager Core Bond — Int/Div
Equitable Charter Mult Sector Bond — Int/Div
Retirement Acct #5 Alliance Benefit Group Capital ACCUAC - (H)
FTCIMA — Int/Div — Sold
FAIGX — Int/Div — Buy
VFINX — Int/Div — Buy
Life Insurance Policy #1 Natl Life Ins Co Whole Life — Int/Div
Life Insurance Policy #2 Equitable Variable Life - (H)
AXA Moderate Allocation — Int/Div
EQ/Common Stock Index — Int/Div
Multimanager, Aggressive Equity — Int/Div
Fed Govt OBLIG Fund 2395 — Interest — Buy
Virginia State College Bldg Authority Bond due 8/134 — Int/Div — Buy
US Treasury Notes T1.875.22 — Interest — Buy
US Treasury Notes 72.2527 — Interest — Buy
Spotsylvania Co Va Ser A Bonds — Int/Div — Buy
Arlington Co Va Ind Dev Auth Rev Ref Bonds — Int/Div — Buy
Virginia St Res Auth Rev Pooled State AID Withholding Bonds — Int/Div — Buy
Alexandria Va Go Ref Ser C Bonds — Int/Div — Buy
Virginia State CLG Bldg Auth 21st Century Coll-Ser C Bonds — Int/Div — Buy
Isle of Wight County Va Go Ref Ser B Bonds — Int/Div — Buy
Virginia State Public School Authority Sch Financing Ref-Ser B Bonds — Int/Div — Buy
OWLSX — Int/Div — Buy
OWSMX — Int/Div — Buy
OWACX — Int/Div — Buy
OWSOX — Int/Div — Buy
Trustee, Bridgewater College
Reimbursement — American Hospital Association — 10/312007-1 1102201 — Beijing, China - Taipei, Taiwan — Spouse's AHA meeting — Tramsportation, meals, hotel
Income — 27 — Commonwealth of Virgini-Retirement Income — $72,000.00
Spouse's income — 2017 — Canbon Chnic-Salary
Spouse's income — 2007 — RGC Resources, Inc. - Director Fees
Spouse's income — 32007 — Hometown Bank - Director Fees
Spouse's income — 20017 — Health Care Realty Trust Incorporated - Director Fees
1. Part VII, Item 47, mn 2016 report was listed in error as it is a duplicate of Item 45, so it has been deleted.
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