Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | July 01, 2021 | July 02, 2021 |
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 July 01, 2021 · Filed July 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 162,865 |
Reported balance
After 2021-07-01 transaction · row 1
1 source rowRow 1 · 2021-07-01 · Grant · Acquired 345 · Balance 162,865 F1: Direct issue from Issuer. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Helen Turner Murphy Trust | 2,772 |
Reported balance
Holding disclosure · report date 2021-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,772 |
Filing footnotes · ownership attribution and instrument terms
F1: Direct issue from Issuer.
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 |
|---|---|---|---|---|---|---|
| July 01, 2021 Filed Jul 2, 2021 19:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003374 · form4-07022021_120725.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,865 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2021 Filed Apr 5, 2021 16:07 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001864 · form4-04052021_090427.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,520 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 19:28 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002778 · form4-12032020_111251.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,194 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 21:36 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002249 · form4-09022020_020946.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,776 F1 · shares: Direct issue from Issuer. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:55 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 540 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-001471 · form4-06032020_040606.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,239 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 02, 2020 Filed Mar 4, 2020 21:06 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000651 · form4-03042020_040300.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,699 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 19:51 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001449 · form4-12042019_111238.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,279 F1 · shares: Direct issue from Issuer Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 20:07 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-000986 · form4-09052019_010956.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,948 F1 · shares: Direct issue from Issuer. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 15:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000158 · wf-form4_155966192747564.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,602 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:24 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000096 · wf-form4_155182102375518.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,215 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 19:49 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000275 · wf-form4_154412576127453.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,864 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 19:38 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000206 · wf-form4_153626267137037.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,511 F1 · shares: Direct issue from Issuer. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:01 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000144 · wf-form4_152822886873744.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,120 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:58 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000086 · wf-form4_152027628527805.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,907 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:52 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-17-000248 · wf-form4_151251074192584.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,673 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:13 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 279 | $31.33 | $8,741.07 |
DisclosureSEC source: 0000883948-17-000180 · wf-form4_150472878772004.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,441 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 19:42 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 260 | $33.60 | $8,736.00 |
DisclosureSEC source: 0000883948-17-000128 · wf-form4_149669174317058.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,162 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 21:01 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 241 | $36.26 | $8,738.66 |
DisclosureSEC source: 0000883948-17-000052 · wf-form4_148857484882133.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,902 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 20:07 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 259 | $33.80 | $8,754.20 |
DisclosureSEC source: 0000883948-16-000349 · wf-form4_148096845773772.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,661 F1 · kind: Direct issue from Issuer. F2 · price: Based on market closing price on November 30, 2016. 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: 0000883948-16-000300 · wf-form4_147317496582906.xml · nonDerivative · entry 1 MURPHY W TAYLOE JR · CIK 0001207951 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,402 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.