Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | April 01, 2021 | April 05, 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 April 01, 2021 · Filed April 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,039 |
Reported balance
After 2021-04-01 transaction · row 1
1 source rowRow 1 · 2021-04-01 · Grant · Acquired 109 · Balance 22,039 F1: Direct issue from Issuer. |
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 |
|---|---|---|---|---|---|---|
| April 01, 2021 Filed Apr 5, 2021 16:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-001868 · form4-04052021_090435.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,039 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 19:38 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 418 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002784 · form4-12032020_111210.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,930 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2020 Filed Sep 2, 2020 21:18 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 537 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-002242 · form4-09022020_020919.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,512 F1 · shares: Direct issue from Issuer. 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: 0001415889-20-001482 · form4-06032020_050623.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,975 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: 0001415889-20-000645 · form4-03042020_040326.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,435 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 02, 2019 Filed Dec 4, 2019 19:49 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-001446 · form4-12042019_111241.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,015 F1 · shares: Direct issue from Issuer Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 20:11 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-19-000992 · form4-09052019_010952.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,684 F1 · shares: Direct issue from Issuer Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 15:22 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 387 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000152 · wf-form4_155966171477105.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,338 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 21:20 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 351 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000090 · wf-form4_155182080120020.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,951 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 03, 2018 Filed Dec 6, 2018 19:47 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000270 · wf-form4_154412562530921.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,600 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 19:34 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000201 · wf-form4_153626248077413.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,247 F1 · shares: Direct issue from Issuer. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 19:56 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000139 · wf-form4_152822859986425.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,856 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 18:56 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000081 · wf-form4_152027616116657.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,643 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:51 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-17-000243 · wf-form4_151251064768859.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,409 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:11 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 279 | $31.33 | $8,741.07 |
DisclosureSEC source: 0000883948-17-000175 · wf-form4_150472869651939.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,177 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 19:40 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 260 | $33.60 | $8,736.00 |
DisclosureSEC source: 0000883948-17-000123 · wf-form4_149669163750838.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,898 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 20:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 341 | $36.26 | $12,364.66 |
DisclosureSEC source: 0000883948-17-000047 · wf-form4_148857475172294.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,638 F1 · shares: Direct issue from Issuer. F2 · shares: Includes 100 shares of common stock awarded in connection with a continuing education program. F3 · 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: 0000883948-16-000344 · wf-form4_148096836144931.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,297 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 15:17 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 314 | $27.83 | $8,738.62 |
DisclosureSEC source: 0000883948-16-000303 · wf-form4_147317502838899.xml · nonDerivative · entry 1 DALTON BEVERLEY E · CIK 0001202734 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,038 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.