George Steven Agee
2015Annual
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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.