George Steven Agee

2015Annual

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Pull out the substance of this filing.

What was filed

  • 93

    investments

  • 1

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 4

    spouse income

Named parties

  • Foundation, Inc.
  • Bridgewater College
  • Kent Greenawalt
  • Commonwealth of Virgini-Retirement Income
  • Canbon Chnic-Salary
  • RGC Resources, Inc. - Director Fees
  • Hometown Bank - Director Fees
  • Rockingham Mutual Insurance Co. - Director Fees

As filed

AMNB — Int/Div

SUWIL LLC — Distribution

Rental Property #1 Roanoke, VA — Sold — Foundation, Inc.

Rental Property #2 Roanoke, VA

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

CAIBX — Int/Div

CWGIX — Int/Div

ANCFX — Int/Div

AGTHX — Int/Div

ANWPX — Int/Div

NEWFX — Int/Div

IGAAX — Int/Div

BNON (formerly known as VY FC) — Int/Div

NYVCX — Int/Div

ACERX — Int/Div

1¥VAX — Int/Div

AMECX — Int/Div

AFL — Int/Div

STLD — Int/Div

SBPLX — Int/Div

FSBCX — Int/Div

Edward Jones Cash Account — Interest

IRA #1* — Int/Div

JJGAAX

ANWPX

CWGIX

AMRMX

ANCFX

JCAIBX

AMECX

AMCPX

SAGTHX

NEWFX

Retirement Account #1 Virginia Deferred Compensation Plan — Int/Div

VRS Stock Fund

Stable Value Fund

VRS Int'l Stock Fund

VRS Small/Mid Cap Stock Fund

Emerging Markets Stock Fund

IRA #2 — Int/Div

IGAAX

ANWPX

CWGIX

SAMRMX

ANCFX

CAIBX

CAMECX

AMCPX

AGTHX

NEWFX

Retirement Account #2 Carilion Health System Sec 403(b) Plan — Int/Div

Pimco Low Duration — Sold

JP Morgan Short Duration Bond R6

Metropolitan West Total Return Bond Plan

American Funds Euro Pacific Growth

Goldman Sachs MDCAP Val/A

Prudential Jennison Sm Company A*1

Victory Munder Mid Cap Core Gr FdY

Vanguard Inst! Index

Retirement Acct #3 Carilion Health System Sec 457(b) Plan — Int/Div

Metropolitan West Total Return Bond Plan

Black Rock Equity Dividend — Sold

Hancock Disciplined Value R6 — Buy

Vanguard Inst!

Retirement Acct #4 Equivest TSA S01{cK3) Plan — Int/Div

BEQ Guaranteed Interest

EQ Intemational Equity Index

AXA/AB Small Cap Growth (formerly EQ Alliance Bernstein SmCpGR)

AXA MidCap VAI Managed Vol

EQ Black Rock Basic

Equitable Multimanager Core Bond

Equitable Charter Mult: Sector Bond

Retirement Acct #5 Alliance Benefit Group Capital ACCU.AC — Int/Div

TWEAX

CAAPX

FMCAX

JGABGX

WEBAX

GABAX

PREIX

FICIMA

Life Insurance Policy #1 Natl Life Ins Co Whole Life — Int/Div

Life Insurance Policy #2 Equitable Variable Life — Int/Div

AXA Moderate Allocation

EQ/Common Stock Index

Multimanager, Aggressive Equity

Life Ins Policy #3 Lincoln Nat'l Life Ins Co Index Life — Int/Div

Trustee, Bridgewater College

Gift — Kent Greenawalt — Food/lodgimg for wedding event — $3,500.00

Income — 2015 — Commonwealth of Virgini-Retirement Income — S70.000.00

Spouse's income — 2015 — Canbon Chnic-Salary

Spouse's income — 2015 — RGC Resources, Inc. - Director Fees

Spouse's income — 2015 — Hometown Bank - Director Fees

Spouse's income — 2015 — Rockingham Mutual Insurance Co. - Director Fees

1. Part I, Item I, Trust #1 from 2014 report terminated December 31, 2014. | was not and am not a beneficiary, have a beneficial interst in its assets or receive any

compensation or benefit as a fiduciary from it.

2. Part VII, Item 83 GABGX. This item was reported as sold for the Disclosure for 2014 but was only partially sold in December, 2014.

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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