Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507 | Director | April 01, 2024 | April 01, 2024 |
| 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.
AMERICAN NATIONAL BANKSHARES INC.
Report date April 01, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Disposition to issuer · Disposed 80,057.5 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer. |
| American National Bankshares Inc.SEC Table I · non-derivative | Indirectby children | 0 |
Reported balance
Holding disclosure · report date 2024-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer.
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) | 4,565.958 |
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 4,565.958 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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 17:37 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 527 | $37.95 | $19,999.65 |
DisclosureSEC source: 0001207858-26-000007 · wk-form4_1791221864.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 4,565.958 Underlying: Common Stock · 527 shares Expires not disclosed F1 · derivative.exercise_price: Based on the market closing price on the last trading day before the transaction date. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 19:04 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 473 | $42.31 | $20,012.63 |
DisclosureSEC source: 0001207858-26-000006 · form4-07022026_070723.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 4,038.958 Underlying: Common Stock · 473 shares Expires not disclosed F1 · derivative.exercise_price: Based on the market closing price on the last trading day before the transaction date. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:20 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 1 | $35.74 | $35.74 |
DisclosureSEC source: 0001207858-26-000005 · form4-04022026_040428.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 3,565.958 Underlying: Common Stock · 560 shares Expires not disclosed F1 · derivative.exercise_price: Based on the market closing price on the last trading day before the transaction date. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 17:46 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 567 | $35.30 | $20,015.10 |
DisclosureSEC source: 0001207858-26-000001 · form4-01062026_050132.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 3,005.958 Underlying: Common Stock · 567 shares Expires not disclosed F1 · derivative.exercise_price: Based on the market closing price on the last trading day before the transaction date. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. F3 · balance_after: Includes 26.386 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 15:36 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 567 | $35.29 | $20,009.43 |
DisclosureSEC source: 0001207858-25-000004 · form4-10032025_031000.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 2,412.572 Underlying: Common Stock · 567 shares Expires not disclosed F1 · derivative.exercise_price: Based on the market closing price on the last trading day before the transaction date. F2 · derivative.exercise_date: 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. F2 · derivative.expiration_date: 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. F3 · balance_after: Includes 18.483 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 15:48 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 639 | $31.28 | $19,987.92 |
DisclosureSEC source: 0001415889-25-018879 · form4-07022025_030714.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 1,827.089 Underlying: Common Stock · 639 shares Expires not disclosed F1 · derivative.exercise_price: 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. F2 · price: Based on market closing price on the trading day before the transaction date. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. F3 · balance_after: Includes 13.056 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 14:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 642 | $31.14 | $19,991.88 |
DisclosureSEC source: 0001415889-25-009845 · form4-04032025_020414.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 1,175.033 Underlying: Common Stock · 642 shares Expires not disclosed F1 · derivative.exercise_price: 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. F2 · price: Based on market closing price on the trading day before the transaction date. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. F3 · balance_after: Includes 5.033 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 20:42 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantPhantom Stock · Derivative | 528 | $37.88 | $20,000.64 |
DisclosureSEC source: 0001415889-25-000364 · form4-01032025_080104.xml · derivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trustee of Non-Qualified Plan (deferred comp) Disclosed balance after: 528 Underlying: Common Stock · 528 shares Expires not disclosed F1 · derivative.exercise_price: 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. F2 · price: Based on the market closing price on the last trading day before the transaction date. F1 · derivative.exercise_date: 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. F1 · derivative.expiration_date: 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. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 18:48 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-024581 · form4-10032024_061050.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,463 F1 · shares: Direct issue from Issuer. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 16:07 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019113 · form4-07032024_040733.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,032 F1 · shares: Direct issue from Issuer. Read SEC document |
| April 01, 2024 Filed Apr 1, 2024 13:38 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | Disposition to issuerCommon Stock | 80,057.5 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001219528-24-000001 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporate (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB, effective April 1, 2024 (the Merger), each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer. Read SEC document |
| April 01, 2024 Filed Apr 1, 2024 20:57 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 135 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-009564 · form4-04012024_080451.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By children Disclosed balance after: 135 F2 · price: Received in exchange for 100 shares of American National common stock in connection with the Merger. Read SEC document |
| April 01, 2024 Filed Apr 1, 2024 20:57 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 108,077 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-009564 · form4-04012024_080451.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,077 F1 · price: Received in exchange for 80,057.5 shares of American National Bankshares Inc. ("American National") common stock in connection with the merger (the "Merger") of American National with and into Atlantic Union Bankshares Corporation ("Atlantic Union"). The exchange ratio in the Merger was 1.35 shares of Atlantic Union common stock for each share of American National common stock, with cash paid in lieu of fractional shares. On the last trading day before the effective date of the Merger, the closing price of American National's common stock was $47.76 per share, and the closing price of Atlantic Union's common stock was $35.31 per share. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 17:33 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009925 · form4-04032024_050403.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,537 F1 · shares: Direct issue from Issuer. Read SEC document |
| February 28, 2024 Filed Mar 5, 2024 16:39 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 173.49 | $46.76 | $8,112.39 |
DisclosureSEC source: 0001219529-24-000004 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,057.5 F1 · kind: Received various DRP purchases Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 17:16 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 396 | $42.93 | $17,000.28 |
DisclosureSEC source: 0001956385-23-000023 · primary_doc.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,884.01 F1 · kind: Received in lieu of directors fees Read SEC document |
| September 19, 2023 Filed Nov 21, 2023 17:16 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 97.56 | $42.93 | $4,188.25 |
DisclosureSEC source: 0001956385-23-000023 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,488.01 F2 · kind: Received from DRP Read SEC document |
| August 25, 2023 Filed Aug 25, 2023 16:58 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 540 | $38.96 | $21,038.40 |
DisclosureSEC source: 0001972611-23-000017 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,390.4536 F1 · kind: Received in lieu of director fees Read SEC document |
| June 21, 2023 Filed Jul 6, 2023 15:49 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 121.0039 | $30.51 | $3,691.83 |
DisclosureSEC source: 0001972859-23-000004 · primary_doc.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,850.4536 F1 · kind: Received thru DRP Read SEC document |
| June 16, 2023 Filed Jul 6, 2023 15:49 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 32.3975 | $30.17 | $977.37 |
DisclosureSEC source: 0001972859-23-000004 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,729.4497 F1 · kind: Received thru DRP Read SEC document |
| May 19, 2023 Filed May 22, 2023 15:42 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 803 | $27.40 | $22,002.20 |
DisclosureSEC source: 0001956385-23-000014 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,697.0522 F1 · kind: Received in lieu of director fees Read SEC document |
| March 21, 2023 Filed Mar 22, 2023 17:20 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 30.6658 | $31.57 | $968.12 |
DisclosureSEC source: 0001956385-23-000003 · primary_doc.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,894.0522 F1 · kind: Received from DRP Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 17:20 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 109.728 | $31.15 | $3,418.03 |
DisclosureSEC source: 0001956385-23-000003 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,863.3864 F1 · kind: Received from DRP Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 15:21 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 510 | $33.39 | $17,028.90 |
DisclosureSEC source: 0001219528-23-000005 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,753.6584 F1 · kind: Received in lieu of director fees Read SEC document |
| December 20, 2022 Filed Jan 4, 2023 16:29 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 111.2933 | $36.67 | $4,081.13 |
DisclosureSEC source: 0001208396-23-000003 · primary_doc.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,243.6584 F1 · kind: Received through DRP Read SEC document |
| November 25, 2022 Filed Nov 29, 2022 14:24 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 419 | $38.20 | $16,005.80 |
DisclosureSEC source: 0001510667-22-000003 · primary_doc.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,045.5823 F2 · kind: Received in lieu of director fees Read SEC document |
| September 20, 2022 Filed Nov 29, 2022 14:24 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 26.226 | $33.19 | $870.44 |
DisclosureSEC source: 0001510667-22-000003 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,626.5823 F1 · kind: Received from DRP Read SEC document |
| September 20, 2022 Filed Jan 4, 2023 16:29 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 86.7828 | $33.19 | $2,880.32 |
DisclosureSEC source: 0001208396-23-000003 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,132.3651 F1 · kind: Received through DRP Read SEC document |
| August 24, 2022 Filed Aug 25, 2022 15:54 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 433 | $34.72 | $15,033.76 |
DisclosureSEC source: 0001219528-22-000006 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,600.3563 F1 · kind: Received in lieu of director fees Read SEC document |
| June 22, 2022 Filed Jul 11, 2022 11:43 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 104.7315 | $34.46 | $3,609.05 |
DisclosureSEC source: 0001219529-22-000005 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,167.3563 F1 · kind: Received through DRP Read SEC document |
| May 24, 2022 Filed May 24, 2022 16:20 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 515 | $35.00 | $18,025.00 |
DisclosureSEC source: 0001314626-22-000042 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,062.6248 F1 · kind: Received in lieu of director fees Read SEC document |
| March 22, 2022 Filed Apr 18, 2022 11:04 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 69.0695 | $37.26 | $2,573.53 |
DisclosureSEC source: 0001314626-22-000034 · primary_doc.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,547.6248 F1 · kind: Received through DRP Read SEC document |
| March 18, 2022 Filed Apr 18, 2022 11:04 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 23.3758 | $37.26 | $870.98 |
DisclosureSEC source: 0001314626-22-000034 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,478.5553 F1 · kind: Received through DRP Read SEC document |
| February 15, 2022 Filed Feb 15, 2022 16:53 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 443 | $38.38 | $17,002.34 |
DisclosureSEC source: 0001314626-22-000024 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,455.1795 F1 · kind: Received in lieu of director fees Read SEC document |
| December 17, 2021 Filed Jan 11, 2022 16:32 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 89.4741 | $36.74 | $3,287.28 |
DisclosureSEC source: 0001314626-22-000003 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,012.1795 F1 · kind: Received through DRP Read SEC document |
| November 29, 2021 Filed Nov 30, 2021 17:15 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 405 | $37.08 | $15,017.40 |
DisclosureSEC source: 0001314626-21-000104 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,922.7054 F1 · kind: Received in lieu of director fees Read SEC document |
| September 22, 2021 Filed Oct 7, 2021 14:33 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 93.1861 | $31.35 | $2,921.38 |
DisclosureSEC source: 0001314626-21-000095 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,517.7054 F1 · kind: Received through DRP Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 10:36 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 423 | $33.10 | $14,001.30 |
DisclosureSEC source: 0001314626-21-000082 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,424.5193 F1 · kind: Received in lieu of director fees Read SEC document |
| June 25, 2021 Filed Jul 14, 2021 11:09 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 88.0348 | $33.06 | $2,910.43 |
DisclosureSEC source: 0001314626-21-000069 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,001.5193 F1 · kind: Received through DRP Read SEC document |
| May 24, 2021 Filed May 25, 2021 15:28 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 509 | $35.37 | $18,003.33 |
DisclosureSEC source: 0001314626-21-000054 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,913.4845 F1 · kind: Received in lieu of director fees Read SEC document |
| March 23, 2021 Filed Mar 26, 2021 15:41 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 78.6923 | $35.29 | $2,777.05 |
DisclosureSEC source: 0001314626-21-000038 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,404.4845 F1 · kind: Received through DRP Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 16:45 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 577 | $29.48 | $17,009.96 |
DisclosureSEC source: 0001314626-21-000022 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,325.7926 F1 · kind: Received in lieu of director fees Read SEC document |
| December 23, 2020 Filed Jan 8, 2021 11:12 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 65.6185 | $26.82 | $1,759.89 |
DisclosureSEC source: 0001219528-21-000006 · primary_doc.xml · nonDerivative · entry 2 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,748.7926 F1 · kind: Received through DRP Read SEC document |
| December 23, 2020 Filed Jan 8, 2021 11:12 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 30.2433 | $26.82 | $811.13 |
DisclosureSEC source: 0001219528-21-000006 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,683.1742 F1 · kind: Received through DRP Read SEC document |
| November 17, 2020 Filed Nov 18, 2020 15:40 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 489 | $28.63 | $14,000.07 |
DisclosureSEC source: 0001453947-20-000037 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,652.9309 F1 · kind: received in lieu of director fees Read SEC document |
| September 22, 2020 Filed Oct 2, 2020 14:59 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 109.7419 | $22.30 | $2,447.24 |
DisclosureSEC source: 0001314626-20-000054 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,163.9309 F1 · kind: Received through DRP Read SEC document |
| August 21, 2020 Filed Aug 24, 2020 15:12 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 773 | $23.29 | $18,003.17 |
DisclosureSEC source: 0001314626-20-000042 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,054.189 F1 · kind: Receive in lieu of director fees Read SEC document |
| June 19, 2020 Filed Aug 6, 2020 09:56 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 90.408 | $24.06 | $2,175.22 |
DisclosureSEC source: 0001510667-20-000007 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,281.189 F1 · kind: Received through DRP Read SEC document |
| May 28, 2020 Filed May 28, 2020 14:14 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 588 | $27.23 | $16,011.24 |
DisclosureSEC source: 0001314626-20-000022 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,190.7807 F1 · kind: Received in lieu of director fees. Read SEC document |
| March 20, 2020 Filed Apr 1, 2020 15:16 UTC | AMERICAN NATIONAL BANKSHARES INC. amnb · Entity 92507 | OtherAmerican National Bankshares Inc. | 86.7665 | $22.97 | $1,993.03 |
DisclosureSEC source: 0001510667-20-000003 · primary_doc.xml · nonDerivative · entry 1 SHEPHARD JOEL R · CIK 0001207858 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,602.7807 F1 · kind: Received through DRP 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.