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 |
| MARKEL GROUP INC.MKL · Entity 3229 | SVP, Strategic Management | December 07, 2021 | December 09, 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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,015.252 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 527 · Balance 26,015.252 F1: Direct issue from Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Direct issue from Issuer.
MARKEL GROUP INC.
Report date December 07, 2021 · Filed December 09, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,528.4113 |
Reported balance
After 2021-12-07 transaction · row 1
1 source rowRow 1 · 2021-12-07 · Tax withholding · Disposed 90 · Balance 1,528.4113 |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 180.123 |
Reported balance
Holding disclosure · report date 2021-12-07 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 180.123 F1: Between December 31, 2020 and September 30, 2021, Ms. Schreiner acquired 31.3100 shares under the Markel Corporation 401(K) Plan. The information reported herein is based on the plan balance as of September 30, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Between December 31, 2020 and September 30, 2021, Ms. Schreiner acquired 31.3100 shares under the Markel Corporation 401(K) Plan. The information reported herein is based on the plan balance as of September 30, 2021.
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 19:48 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 260 | $33.60 | $8,736.00 |
DisclosureSEC source: 0000883948-17-000131 · wf-form4_149669208640780.xml · nonDerivative · entry 1 SCHREINER LINDA V · CIK 0001144925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,664 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 21:01 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 341 | $36.26 | $12,364.66 |
DisclosureSEC source: 0000883948-17-000055 · wf-form4_148857490262436.xml · nonDerivative · entry 1 SCHREINER LINDA V · CIK 0001144925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,404 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 20:08 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 259 | $33.80 | $8,754.20 |
DisclosureSEC source: 0000883948-16-000352 · wf-form4_148096851035247.xml · nonDerivative · entry 1 SCHREINER LINDA V · CIK 0001144925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,063 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: 0000883948-16-000292 · wf-form4_147317479763788.xml · nonDerivative · entry 1 SCHREINER LINDA V · CIK 0001144925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,804 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.