George Steven Agee
2014Annual
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What was filed
98
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
4
spouse income
Named parties
- Note #2. Pant VII
- 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 (formerly known as Mainstreet Bankshares) — Int/Div
SUWIL LLC — Distribution
Rental Property #1 Roanoke, VA
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 — Buy
MSFT — Int/Div
CAIBX — Int/Div
CWGIX — Int/Div
ANCFX — Int/Div
AGTHX — Int/Div
ANWPX — Int/Div
NEWFX — Int/Div
IGAAX — Int/Div
VYFC — Int/Div
NYVCX — Int/Div
ACERX — Int/Div
1¥VAX — Int/Div — Buy
AMECX — Int/Div
AFL — Int/Div
STLD — Int/Div
SBPLX — Int/Div
FSBCX — Int/Div
ABALX — Int/Div — Sold
Edward Jones Cash Account — Interest
IRA #1* — Int/Div
IGAAX
ANWPX
CWGIX
AMRMX
ANCFX
CAIBX
AMECX
SAMCPX
JAGTHX
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
JJGAAX
ANWPX
CWGIX
AMRMX
ANCFX
CAIBX
AMECX
LAMOPX
AGTHX
NEWFX
Retirement Account #2 Carilion Health System Sec 403(b) Plan — Int/Div
Punco Low Duration
Pimco Total Return/Inst — Buy
Pinco Total Return/Inst — Sold
JP Morgan Short Duration Bond R6 — Buy
Metropolitan West Total Return Bond Plan — Buy
American Funds Euro Pacific Growth
Goldman Sachs MDCAP Val/A
Prudential Jennison Sm Company A¥*1
Victory Munder Mid Cap Core Gr FdY (formerly Munder Mid Cap GrA)
Vanguard Instl Index (formerly Vanguard Inst! Index S00)
Retirement Acct #3 Carillion Health System Sec 457(b) Plan — Int/Div
Metropolitun West Total Return Bond Plan — Buy
Black Rock Equity Dividend
PIMCO Total Return Bond — Sold
Vanguard Instl (formerly Vanguard Institutional Index S00)
Retirement Acct #4 Equivest TSA S01{cK3) Plan — Int/Div
BQ Guaranteed Interest
EQ Intemational Equity Index
EQ Alliance Bemstein SmCpGR
AXA MidCap VAI Managed Vol (formerly EQ Market Mid Cap Value Plus)
EQ Black Rock Basic
Equitable Multimanager Core Bond
Equitable Charter Multi Sector Bond {formerly Equitable Multimgr MSB
Retirement Acct #5 Alliance Benefit Group Capital ACCUAC — Int/Div
J TWEAX
CAAPX
FMCAX
GABGX — Sold
WEBAX
GABAX
PREIX
FTCIMA
VFNIX — Sold
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
529 Virgmia College Savings Plan. Piedmont Portfolio — Int/Div — Redeemed — Note #2. Pant VII
Life Ins Policy #3 Lincoln Nat'l Life Ins Co Index Life — Int/Div
Income — 2014 — Commonwealth of Virgini-Retirement Income — S68.000.00
Spouse's income — 2014 — Canbon Chnic-Salary
Spouse's income — 2014 — RGC Resources, Inc. - Director Fees
Spouse's income — 2014 — Hometown Bank - Director Fees
Spouse's income — 2014 — Rockingham Mutual Insurance Co. - Director Fees
1. Part I, Item I, Trust #1 which was reported in Part VIL Item 50 to 56 (2013 form) is omitted per the Fmancial Disclosure Instructions for Calendar Year 2014
Reports.
2. Part VII, Ttem 97 represents final distribution and closure of the 529 Virginia College Savings Plan.
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.