George Steven Agee

2016Annual

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Pull out the substance of this filing.

What was filed

  • 96

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 4

    spouse income

Named parties

  • 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

CWGIX — Int/Div

AMRMX — Int/Div

SAMECX — Int/Div

ANCFX — Int/Div

CAIBX — Int/Div

AMCPX — Int/Div

AGTHX — Int/Div

NEWFX — Int/Div

AMNB — Int/Div

SUWLLLC -(H)

Rental Property #1 Roanoke, VA — istnibution

Healthcare Realty Trust, Inc — Int/Div — Buy

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 — Int/Div

NYVCX — Int/Div

ACERX — Int/Div

AFTEX {formerly known as TFVAX) — Int/Div

AMECX — Int/Div

AFL — Int/Div

STLD — Int/Div

SBPLX — Int/Div

FSBCX — Int/Div

Edward Jones Cash Account — Interest

AAPL — Int/Div — Buy

RCC Equity Group, LLC — Int/Div — Buy

IRA #I*(H)

AGAAX — Int/Div

LANWPX — 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

VRS International (formerly Emerging Markets Stock Fund) — Int/Div

IRA #2 -(H)

JJGAAX — Int/Div

ANWPX — Int/Div

CWGIX — Int/Div

AMRMX — Int/Div

JANCFX — Int/Div

CAIBX — Int/Div

AMECX — Int/Div

AMCPX — 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 — Buy

JP Morgan Short Duration Bond R6 — Interest — Sold

Metropolitan West Total Return Bond Plan — Int/Div

American Funds Euro Pacific Growth — Int/Div

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

Hancock Disciplined Value R6 — Int/Div

Vanguard Inst] — Int/Div

Retirement Acct #4 Equivest TSA S01{cK3) Plan - (H)

EQ Guaranteed Interest — Int/Div

EQ International Equity Index — Int/Div

AXA/AB Small Cap Growth — Int/Div

AXA MidCap VAI Managed Vol — Int/Div

EQ Black Rock Basic — Int/Div

Equitable Multimanager Core Bond — Int/Div

Equitable Charter Multi Sector Bond — Int/Div

Retirement Acct #5 Alliance Benefit Group Capital ACCU AC - (H)

TWEAX — Int/Div — Sold

CAAPX — Int/Div — Sold

JFMCAX — Int/Div — Sold

GABGX — Int/Div — Sold

WEBAX — Int/Div — Sold

GABAX — Int/Div — Sold

PREIX — Int/Div — Sold

FICIMA — Int/Div

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

BEQ/Common Stock Index — Int/Div

Multimanager, Aggressive Equity — Int/Div

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

Reimbursement — American Hospital Association — 10/19-100222016 — Los Angeles, CA — Spouse's AHA meeting — Tramsportation, meals, hotel

Income — 2016 — Commonwealth of Virgini-Retirement Income — S70.000.00

Spouse's income — 2016 — Canbon Chnic-Salary

Spouse's income — 2016 — RGC Resources, Inc. - Director Fees

Spouse's income — 2016 — Hometown Bank - Director Fees

Spouse's income — 2016 — Health Care Realty Trust Incorporated - Director Fees

1. Part 111, Item 4 m 2015 report reflected director's fees earned by my spouse from Rockingham Mutual Insurance Co. Her service to that company terminated in

2015, therefore this item is no longer included

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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