Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | Director | October 01, 2026 | October 05, 2026 |
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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | IndirectBy Trustee of Non-Qualified Plan (deferred comp) | 11,949.487 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 527 · Balance 11,949.487 F1: Based on the market closing price on the last trading day before the transaction date. F2: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the time elected by the reporting person in the reporting person's deferred compensation election form; provided, that if the reporting person elected to receive distributions under the Company's non-qualified deferred compensation plan in installments, such amounts are payable only in cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Based on the market closing price on the last trading day before the transaction date.
F2: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the time elected by the reporting person in the reporting person's deferred compensation election form; provided, that if the reporting person elected to receive distributions under the Company's non-qualified deferred compensation plan in installments, such amounts are payable only in cash.
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 |
|---|---|---|---|---|---|---|
| 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: 0000883948-17-000135 · wf-form4_149669217103269.xml · nonDerivative · entry 1 TILLETT RONALD L · CIK 0001237699 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 501 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 | 241 | $36.26 | $8,738.66 |
DisclosureSEC source: 0000883948-17-000059 · wf-form4_148857498937091.xml · nonDerivative · entry 1 TILLETT RONALD L · CIK 0001237699 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 241 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 20:09 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 259 | $33.80 | $8,754.20 |
DisclosureSEC source: 0000883948-16-000356 · wf-form4_148096858631755.xml · nonDerivative · entry 1 TILLETT RONALD L · CIK 0001237699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,185.5988 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 15:13 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 314 | $27.83 | $8,738.62 |
DisclosureSEC source: 0000883948-16-000293 · wf-form4_147317481810958.xml · nonDerivative · entry 1 TILLETT RONALD L · CIK 0001237699 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,926.5988 F1 · kind: Direct issue from Issuer. F2 · price: Based on market closing price on August 31, 2016. F3 · balance_after: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. 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.