Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpUBSH · Entity 3827 | EVP | December 31, 2017 | January 03, 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 December 31, 2017 · Filed January 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,145.63 |
Reported balance
After 2017-12-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-31 · Tax withholding · Disposed 314 · Balance 18,145.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. F2: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. |
| Common StockSEC Table I · non-derivative | Direct | 17,891.63 |
Reported balance
After 2017-12-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-12-31 · Tax withholding · Disposed 254 · Balance 17,891.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 17,637.63 |
Reported balance
After 2017-12-31 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-12-31 · Tax withholding · Disposed 254 · Balance 17,637.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 17,231.63 |
Reported balance
After 2017-12-31 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2017-12-31 · Tax withholding · Disposed 406 · Balance 17,231.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 16,596.63 |
Reported balance
After 2017-12-31 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2017-12-31 · Tax withholding · Disposed 635 · Balance 16,596.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 16,190.63 |
Reported balance
After 2017-12-31 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2017-12-31 · Tax withholding · Disposed 406 · Balance 16,190.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 15,932.63 |
Reported balance
After 2017-12-31 transaction · row 7
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 7 · 2017-12-31 · Tax withholding · Disposed 258 · Balance 15,932.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 15,628.63 |
Reported balance
After 2017-12-31 transaction · row 8
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 8 · 2017-12-31 · Tax withholding · Disposed 304 · Balance 15,628.63 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of ESOP | 7,893.559 |
Reported balance
Holding disclosure · report date 2017-12-31 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 7,893.559 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld on vesting of restricted stock award to cover tax withholding.
F2: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4.
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 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 304 | $36.17 | $10,995.68 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 8 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,628.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 258 | $36.17 | $9,331.86 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 7 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,932.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 406 | $36.17 | $14,685.02 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 6 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,190.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 635 | $36.17 | $22,967.95 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 5 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,596.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 406 | $36.17 | $14,685.02 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 4 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,231.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 254 | $36.17 | $9,187.18 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 3 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,637.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 254 | $36.17 | $9,187.18 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 2 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,891.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 21:10 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 314 | $36.17 | $11,357.38 |
DisclosureSEC source: 0000883948-18-000017 · wf-form4_151501383977838.xml · nonDerivative · entry 1 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,145.63 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · balance_after: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| May 02, 2017 Filed May 4, 2017 20:35 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 950 | $34.10 | $32,395.00 |
DisclosureSEC source: 0000883948-17-000096 · wf-form4_149393008485733.xml · nonDerivative · entry 1 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,703 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 28, 2017 Filed Mar 20, 2017 20:12 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 323 | $36.26 | $11,711.98 |
DisclosureSEC source: 0000883948-17-000070 · wf-form4_149004076073605.xml · nonDerivative · entry 3 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,753 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 27, 2017 Filed Mar 20, 2017 20:12 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 257 | $36.94 | $9,493.58 |
DisclosureSEC source: 0000883948-17-000070 · wf-form4_149004076073605.xml · nonDerivative · entry 2 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,076 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:32 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 1,536 | $37.25 | $57,216.00 |
DisclosureSEC source: 0000883948-17-000021 · wf-form4_148823112868267.xml · nonDerivative · entry 1 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,708 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionNQSO (right-to-buy) · Derivative | 1,057 | $0.00 Strike: $12.11 | $0.00 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · derivative · entry 10 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,347 Underlying: Common Stock · 1,057 shares Expires 2021-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: This option vested in five equal 20% installments, beginning on the first anniversary of the grant date of April 26, 2011. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionNQSO (right-to-buy) · Derivative | 909 | $0.00 Strike: $14.40 | $0.00 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · derivative · entry 9 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,359 Underlying: Common Stock · 909 shares Expires 2022-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: This option vests in five equal 20% installments, beginning on the first anniversary of the grant date of February 23, 2012. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionNQSO (right-to-buy) · Derivative | 850 | $0.00 Strike: $16.45 | $0.00 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · derivative · entry 8 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,249 Underlying: Common Stock · 850 shares Expires 2020-04-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: This option vested in five equal 20% installments, beginning on the first anniversary of the grant date of April 28, 2010. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 1,057 | $35.95 | $37,995.66 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · nonDerivative · entry 6 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,172 F1 · price: Price indicated is the weighted average sales price as a result of a series of broker-assisted transactions ranging in price from $35.90 to $35.972 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range upon request by the SEC staff, the issuer, or any security holder of the issuer. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionCommon Stock | 1,057 | $12.11 | $12,800.27 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · nonDerivative · entry 5 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,229 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 909 | $35.95 | $32,675.55 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · nonDerivative · entry 4 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,172 F1 · price: Price indicated is the weighted average sales price as a result of a series of broker-assisted transactions ranging in price from $35.90 to $35.972 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range upon request by the SEC staff, the issuer, or any security holder of the issuer. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionCommon Stock | 909 | $14.40 | $13,089.60 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · nonDerivative · entry 3 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 850 | $35.95 | $30,554.70 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · nonDerivative · entry 2 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,172 F1 · price: Price indicated is the weighted average sales price as a result of a series of broker-assisted transactions ranging in price from $35.90 to $35.972 per share. The reporting person undertakes to provide full information regarding the number of shares sold at each separate price within the range upon request by the SEC staff, the issuer, or any security holder of the issuer. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 16:53 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionCommon Stock | 850 | $16.45 | $13,982.50 |
DisclosureSEC source: 0000883948-16-000361 · wf-form4_148242556853378.xml · nonDerivative · entry 1 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2016 Filed Mar 20, 2017 20:12 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 375 | $23.06 | $8,647.50 |
DisclosureSEC source: 0000883948-17-000070 · wf-form4_149004076073605.xml · nonDerivative · entry 1 Bentley Elizabeth M. · CIK 0001406258 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,333 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. 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.