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.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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