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.