Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpUBSH · Entity 3827 | Director | March 01, 2018 | March 05, 2018 |
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 March 01, 2018 · Filed March 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,904 |
Reported balance
After 2018-03-01 transaction · row 1
1 source rowRow 1 · 2018-03-01 · Grant · Acquired 234 · Balance 16,904 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 |
|---|---|---|---|---|---|---|
| March 01, 2018 Filed Mar 5, 2018 19:01 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000093 · wf-form4_152027644849227.xml · nonDerivative · entry 1 Steger Charles W. · CIK 0001202752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,904 F1 · shares: Direct issue from Issuer. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:54 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-17-000254 · wf-form4_151251084005859.xml · nonDerivative · entry 1 Steger Charles W. · CIK 0001202752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,670 F1 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:15 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 279 | $31.33 | $8,741.07 |
DisclosureSEC source: 0000883948-17-000186 · wf-form4_150472889846757.xml · nonDerivative · entry 1 Steger Charles W. · CIK 0001202752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,438 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 19:49 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 260 | $33.60 | $8,736.00 |
DisclosureSEC source: 0000883948-17-000134 · wf-form4_149669215011372.xml · nonDerivative · entry 1 Steger Charles W. · CIK 0001202752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,159 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 21:03 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 341 | $36.26 | $12,364.66 |
DisclosureSEC source: 0000883948-17-000058 · wf-form4_148857496455405.xml · nonDerivative · entry 1 Steger Charles W. · CIK 0001202752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,899 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 20:09 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 259 | $33.80 | $8,754.20 |
DisclosureSEC source: 0000883948-16-000355 · wf-form4_148096856839873.xml · nonDerivative · entry 1 Steger Charles W. · CIK 0001202752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,558 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: 0000883948-16-000302 · wf-form4_147317500601474.xml · nonDerivative · entry 1 Steger Charles W. · CIK 0001202752 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,299 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.