Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | December 13, 2022 | December 15, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Atlantic Union Bankshares Corp
Report date December 13, 2022 · Filed December 15, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 126,501 |
Reported balance
After 2022-12-13 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-12-13 · Gift · Disposed 2,000 · Balance 126,501 |
| Common StockSEC Table I · non-derivative | Direct | 10,848 |
Reported balance
Holding disclosure · report date 2022-12-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,848 |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 742 |
Reported balance
Holding disclosure · report date 2022-12-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 742 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 13, 2022 Filed Dec 15, 2022 19:43 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-012575 · form4-12152022_071254.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 126,501 Read SEC document |
| October 03, 2022 Filed Oct 5, 2022 17:35 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 494 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010326 · form4-10052022_101023.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,848 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:57 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 442 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007498 · form4-07062022_010706.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,354 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2022 Filed Apr 1, 2022 20:14 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 409 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-003557 · form4-04012022_010416.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,912 F1 · shares: Direct issue from Issuer. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 21:13 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000369 · form4-01052022_010154.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,503 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 16, 2021 Filed Dec 20, 2021 20:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-006122 · form4-12202021_121257.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 128,501 F1 · shares: Gift of AUB Common Stock. Read SEC document |
| October 01, 2021 Filed Oct 6, 2021 13:28 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004774 · form4-10062021_061042.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,101 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 19:11 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003376 · form4-07022021_120726.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,694 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 15:38 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001856 · form4-04052021_080404.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,349 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 19:36 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002781 · form4-12032020_111217.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,524 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 21:19 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002244 · form4-09022020_020929.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,106 F1 · shares: Direct issue from Issuer. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 14:02 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GiftCommon Stock | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002143 · form4-08172020_070842.xml · nonDerivative · entry 3 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 742 F1 · kind: The reporting person's spouse is the co-trustee of the Marion M. Deitz Irrevocable Trust. On August 13, 2020, the trust distributed 1,485 shares of Atlantic Union Bankshares Corporation common stock to the beneficiaries of the trust, including 742 shares to the reporting person's spouse. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 14:02 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GiftCommon Stock | 742 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002143 · form4-08172020_070842.xml · nonDerivative · entry 2 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse, as co-trustee of a parent's trust Disclosed balance after: 0 F1 · kind: The reporting person's spouse is the co-trustee of the Marion M. Deitz Irrevocable Trust. On August 13, 2020, the trust distributed 1,485 shares of Atlantic Union Bankshares Corporation common stock to the beneficiaries of the trust, including 742 shares to the reporting person's spouse. Read SEC document |
| August 13, 2020 Filed Aug 17, 2020 14:02 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | OtherCommon Stock | 743 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002143 · form4-08172020_070842.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse, as co-trustee of a parent's trust Disclosed balance after: 742 F1 · kind: The reporting person's spouse is the co-trustee of the Marion M. Deitz Irrevocable Trust. On August 13, 2020, the trust distributed 1,485 shares of Atlantic Union Bankshares Corporation common stock to the beneficiaries of the trust, including 742 shares to the reporting person's spouse. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 21:00 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-001485 · form4-06032020_050642.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,569 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:05 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000648 · form4-03042020_040344.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,029 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 23, 2019 Filed Sep 25, 2019 19:15 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001110 · form4-09252019_120927.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,278 F1 · shares: Gift of AUB Common Stock. Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 20:02 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-000983 · form4-09052019_010906.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,278 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 02, 2019 Filed Dec 4, 2019 19:54 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001453 · form4-12042019_111203.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,609 F1 · shares: Direct issue from Issuer Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 15:23 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000154 · wf-form4_155966178702021.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,932 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:21 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000092 · wf-form4_155182087166143.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,545 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 19:48 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000272 · wf-form4_154412568159146.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,194 F1 · shares: Direct issue from Issuer. Read SEC document |
| October 30, 2018 Filed Nov 1, 2018 19:25 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 53 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000237 · wf-form4_154110031993883.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,841 F1 · shares: Direct issue from Issuer; retainer for service on board of Union Mortgage Group, Inc. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 19:36 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000203 · wf-form4_153626255670146.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,788 F1 · shares: Direct issue from Issuer. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000141 · wf-form4_152822869911832.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,397 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:57 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000083 · wf-form4_152027621277083.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,184 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 19, 2017 Filed Dec 27, 2017 20:22 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-17-000267 · wf-form4_151440615871722.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,950 F1 · shares: Gift of UBSH Common Stock. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:51 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-17-000245 · wf-form4_151251068662844.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,650 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:12 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 279 | $31.33 | $8,741.07 |
DisclosureSEC source: 0000883948-17-000177 · wf-form4_150472873476283.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,322 F1 · shares: Direct issue from Issuer. F2 · price: Based on market closing price on August 31, 2017. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:41 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 260 | $33.60 | $8,736.00 |
DisclosureSEC source: 0000883948-17-000125 · wf-form4_149669168025306.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,043 F1 · shares: Direct issue from Issuer. F2 · price: Based on market closing price on May 31, 2017. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 21:00 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 241 | $36.26 | $8,738.66 |
DisclosureSEC source: 0000883948-17-000049 · wf-form4_148857479544106.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,783 F1 · shares: Direct issue from Issuer. F2 · price: Based on market closing price on February 28, 2017. Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 20:06 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 259 | $33.80 | $8,754.20 |
DisclosureSEC source: 0000883948-16-000346 · wf-form4_148096839869033.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,439 F1 · kind: Direct issue from Issuer. F2 · price: Based on market closing price on November 30, 2016. Read SEC document |
| December 01, 2016 Filed Dec 30, 2016 16:47 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 103 | $33.90 | $3,491.70 |
DisclosureSEC source: 0000883948-16-000365 · wf-form4_148311644653886.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,542 F1 · price: Based on 5-day average price. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 22:02 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GiftCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-16-000325 · wf-form4_147993856091921.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,180 F1 · shares: Gift of UBSH Common Stock. Read SEC document |
| September 01, 2016 Filed Sep 6, 2016 15:16 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 314 | $27.83 | $8,738.62 |
DisclosureSEC source: 0000883948-16-000299 · wf-form4_147317494909692.xml · nonDerivative · entry 1 Hansen Daniel I · CIK 0001418355 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,480 F1 · kind: Direct issue from Issuer. F2 · price: Based on market closing price on August 31, 2016. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.