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Judicial Watch • George S Agee Financial Disclosure Report for 2010

George S Agee Financial Disclosure Report for 2010

George S Agee Financial Disclosure Report for 2010

Page 1: George S Agee Financial Disclosure Report for 2010

Category:Financial Disclosure

Number of Pages:12

Date Created:November 8, 2013

Date Uploaded to the Library:November 13, 2013

Tags:George S Agee, george, 2010, INVESTMENTS, EPA, transactions, TRUSTS, IRS, Financial Disclosure, ICE, CIA, income, Judge


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AOJO Rev. 
..... Government Act 1978 FOR CALENDAR YEAR 2010 U.S.C. app.  101-JJJ) Person Reporting (last name, first, middle initial) Agee, George Court Organization 4th Circuit Date Report 04/21/2011 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) Circuit Judge  Sa. Report Type (check appropriate type) Nomination, Date Initial [{] Annual Sb. Amended Report Final Reporting Period 01/01/2010 12/31/2010 Chambers Office Address Fourth Circuit U.S. Court Appeals 1100 Main Street Richmond, 23218 the basis the information contained this Report and any modifications pertaining thereto, is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITI NS. (Reporting individual only; see pp. 9-13 filing instructions.) 	NONE (No reportable positions.) POSITION NAME ORGANIZATION/ENTITY Trustee 	Trust 
Trustee 	Bridgewater College 
Director 	Bradley Free Clinic 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions.) 
[{] NONE (No reportable agreements.) 

PARTIES AND TERMS 

AQee, GeorQe 

04/21/2011
Agee, George 
III. N-INVES TMENT ME. (Reporting individual and spouse; see pp. 17-24 filing instructions.) Filer's Non-Investment Income  NONE (No reportable non-investment income.)  

 SOURCE AND TYPE  INCOME  
(yours, not spouse's) 2010  Commonwealth Virginia -Retirement Income  $64,000.00 Spouse's Non-Investment Income -If you were married during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 

SOURCE AND TYPE 
1.20010 Carilion Clinic -Salary 
2.2010 RGC Resources, Inc. -Director Fees 

IV. REIMBURSEMENTS -transportation, lodging,food, entertainmenL 
(Includes those spouse and dependent children; see pp. 25-27 offiling
instructions.) 
[{] NONE (No reportable reimbursements.) SOURCE DATES LOCATION PURPOSE ITEMS PAID PROVIDED 

04/21/2011
Agee, George GIFTS. (Includes those spouse and dependent children; see pp. 28-31 filing instructions.) 
[{] 	NONE (No reportable gifts.) SOURCE DESCRIPTION VALUE 

VI. LIABILITIES. (Includes those spouse and dependent children; see pp. 32-33 filing instructions.) 
[{] 	NONE (No reportable liabilities.) CREDITOR DESCRIPTION VALUE CODE 

Date Report 

Name Person Reporting 

04/21/2011
VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

04/21/2011
Agee, George 
VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing 
instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reporting period  ofreporting period  
(1)  (1)  (3)  (4)  (5)  
Place "(X)" after each asset  Amount  Type (e.g.,  Value  Value  Type (e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code2  Method  buy, sell,  mm/dd/yy  Code2  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

18. 
ANCFX Dividend 

19. 
AGTHX Dividend 

20. 
ANWPX Dividend lncomc Gain Codes: =$1,000 less =$1,001 $2,500 =$2,50 -$5,000 45,00 -$15,000 415.00 -$50,000  
(Sec Columns and 04)  F=$50,00J -$100,000 =$100,001-$1,000,000 =$1,000,001-$5,000,000 =More than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 450,001 -$100,000 =$100,001 -$250,000  
(Sec Columns and D3) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25.000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel  
(Sec Column C2) =Book Value =Other =Estimated  

04/21/2011
Agee, George 

VII. INVESTMENTS and TRUSTS -income, value, transactions r1nc1udes those spouse and dependent children; see PP 34-60 filing 
instructions.J NONE (No reportable income, assets, transactions.) 

04/21/2011
Agee, George
VII. INVESTMENTS and TRUSTS income, value, transactions r1nc1udes those pouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 

04/21/2011
Agee, George 
VII. INVESTMENTS and income, value, transactions (1nc1udes those spouse and dependent children; see PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during  reporting period  
(including trust assets)  reporting period reporting period  
(1)  (2)  (3)  (4)  
Place "(X)" after each asset  Amount  Type {e.g.,  Value  Value  Type(e.g.,  Date  Value  Gain  Identity  
exempt from prior disclosure  Code  div., rent,  Code2  Method  buy, sell,  mm/dd/yy  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code3  redemption)  (J-P)  (if private  
(Q-W)  transaction) Jncomc Gain Codes: =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$!00,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 Jess =$15,001 -$50,000 =$50,001 -$!00,000 00,00 -$250,000  
(Sec Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Apprnisal =Cost (Real Estate Only) =Assessment =Cash Market  
(Sec Column C2) =Book Value =Other =Estimated  

04/21/2011
Agee, George 
VII. INVESTMENTS and -income, vatue, 1ransac1ions (Includes 1hose spouse and dependent children; see PP 34-60 filing ins1ruc1ions.J NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  
(including trust assets)  reporting period  ofreporting period  

(2) (1) 
Place "(X)" after each asset exempt from prior disclosure  Amount Code (A"H)  Type (e.g., div.; rent, int.)  Value Code2 (H)  Value Method Code (Q-W)  
86.  -EQ ALLIANCE BERNSTEIN CpGR  

87. 
-EQ MARKET PLUS MID CAP VALUE 

88. 
-EQ BLACK ROCK BASIC Income Gain Codes:  A=$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000  
(See Columns and 04) =$50,001 -$100,000 =$100,001 -$1,000,000 =$1,000,001 -$5,000,000 =Morn than $5,000,000 Value Codes =$15,000 less =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(SecColumnsCl andD3) =$250,001 -$500,000 =$500,00 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,001 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,000 Value Method Codes =Appraisal =Cost (Real Estate Only) =Assessment =Cash Markel  
(Sec Column C2) =Book Value =Other =Estimated  

Date Report 
Name Person Reporting 
Agee, George 
04/21/2011 
VII. INVESTMENTS and TRUSTS -income, vatue, transactions r1ncludes those spouse and dependent children; see PP 14-60 filing instructions.) NONE (No reportable income, assets, transactions.) =$1,000 less =$1,001 -$2,500 =$2,501 -$5,000 =$5,001 -$15,000 =$15,001 -$50,000 
(See Columns and 04) F=$50,00J -$100,000 =$100,001 -$1,000,000 =$1,000,001.-$5,000,000 =Mo than $5,000,000 Value Codes =$15,000 Jess =$15,001 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000 Columns and 03) =$250,001 -$500,000 =$500,001 -$1,000,000 =$1,000,001 -$5,000,000 =$5,000,00 -$25,000,000 =$25,000,001 -$50,000,000 =More than $50,000,00Q Value Method Codes =Cost (Real Estate Only) =Cash Market =Appraisal =Assessment 
(See Column C2) =Other =Book Value =Estimated 

Name Person Reporting 
Date Report 

04/21/2011 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. (lndicatepartofreport.) income from Trust comes Trustee and solely for the benefit third party. receive compensation from the Trust. 
Part VII, Item the value this account was below reportable amount. 
Part VII, Item -the value this account was below reportable amount. 
Part VII, Item Prudential Jennison Company formerly known Jenndry Jenn Company Part VII, Item Equitable Multimanager Multi Sector Bond formerly known Equitable Multimanager High Yield. Part VII, Item 112 previously reported the accumulation values this policy incorrectly and now have correct valuation from the insurer which the value now represented. 

0412112011
Agee, George 

IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutory provisions permitting non-disclosure. further certify that earned income from outside employment and honoraria and the acceptance gifts which have been reported are compliance with the provisions U.S.C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
Signature: George Agee 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJECT CIVIL AND CRIMINAL SANCTIONS U.S.C. app.  104) 

Committee Financial Disclosure Administrative Office the United States Courts Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544