George Steven Agee

2014Annual

Ask Donna

Pull out the substance of this filing.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.