Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpUBSH · Entity 3827 | Director | September 20, 2018 | September 24, 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 September 20, 2018 · Filed September 24, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,462 |
Reported balance
After 2018-09-20 transaction · row 1
1 source rowRow 1 · 2018-09-20 · Sale · Disposed 1,000 · Balance 100,462 F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 27, 2018. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 42,529 |
Reported balance
Holding disclosure · report date 2018-09-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 42,529 |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of Non-Qualified Plan (deferred comp) | 9,890 |
Reported balance
Holding disclosure · report date 2018-09-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 9,890 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 27, 2018.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BLUE RIDGE BANKSHARES, INC.
Report date March 02, 2026 · Filed April 03, 2026
Section 16 reporting ended · disclosed 2026-04-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,169,409 |
Reported balance
After 2026-03-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-02 · Tax withholding · Disposed 17,068 · Balance 1,169,409 |
| Common StockSEC Table I · non-derivative | Direct | 1,163,828 |
Reported balance
After 2026-03-06 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-06 · Tax withholding · Disposed 5,581 · Balance 1,163,828 F1: The amount of beneficial shares owned includes shares of unvested restrick stock that were subsequently cancelled on March 6, 2026 in connection with the Reporting Person's retirement. |
| Common StockSEC Table I · non-derivative | IndirectG. William Beale Revocable Living Trust | 400,000 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 400,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The amount of beneficial shares owned includes shares of unvested restrick stock that were subsequently cancelled on March 6, 2026 in connection with the Reporting Person's retirement.
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 06, 2026 Filed Apr 3, 2026 20:00 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Tax withholdingCommon Stock | 5,581 | $3.99 | $22,268.19 |
DisclosureSEC source: 0001207949-26-000003 · ownership.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,163,828 F1 · balance_after: The amount of beneficial shares owned includes shares of unvested restrick stock that were subsequently cancelled on March 6, 2026 in connection with the Reporting Person's retirement. Read SEC document |
| March 02, 2026 Filed Apr 3, 2026 20:00 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Tax withholdingCommon Stock | 17,068 | $4.06 | $69,296.08 |
DisclosureSEC source: 0001207949-26-000003 · ownership.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,169,409 Read SEC document |
| April 29, 2025 Filed May 1, 2025 20:36 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 960,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-061918 · ownership.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,186,477 F1 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:22 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionSeries B Preferred Stock · Derivative | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-080758 · ownership.xml · derivative · entry 3 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · G. William Beale Revocable Living Trust Disclosed balance after: 0 Underlying: Common Stock · 400,000 shares Expires not disclosed 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. F1 · derivative.exercise_price: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. F1 · derivative.exercise_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. F2 · derivative.expiration_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, is perpetual and therefore has no expiration date. Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 21:22 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | ConversionCommon Stock | 400,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-080758 · ownership.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · G. William Beale Revocable Living Trust Disclosed balance after: 400,000 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. F1 · price: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, converted into shares of common stock on a 1-for-4,000 basis. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 20:40 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseSeries B Preferred Stock · Derivative | 100 | $10,000.00 Strike: $2.50 | $1,000,000.00 |
DisclosureSEC source: 0000950170-24-042303 · ownership.xml · derivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · G. William Beale Revocable Living Trust Disclosed balance after: 100 Underlying: Common Stock · 400,000 shares Expires not disclosed F1 · derivative.exercise_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, becomes convertible into shares of common stock upon a Mandatory Conversion or Partial Conversion (as such terms are defined in the Articles of Amendment to the Company's Articles of Incorporation creating and authorizing the shares of Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B). F2 · derivative.expiration_date: The Mandatorily Convertible Cumulative Perpetual Preferred Stock, Series B, is perpetual and therefore has no expiration date. Read SEC document |
| March 01, 2024 Filed Mar 8, 2024 18:25 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 170,122 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-028505 · ownership.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 226,477 F1 · shares: Award of time-based restricted stock subject to a vesting schedule Read SEC document |
| July 01, 2023 Filed Jul 25, 2023 17:16 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 27,813 | $0.00 | $0.00 |
DisclosureSEC source: 0001002105-23-000118 · form4.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · CEO of Bank Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,355 F2 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| July 01, 2023 Filed Jul 25, 2023 17:16 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 18,542 | $0.00 | $0.00 |
DisclosureSEC source: 0001002105-23-000118 · form4.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · CEO of Bank Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,542 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| May 25, 2023 Filed May 25, 2023 19:13 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 3,000 | $9.00 | $27,000.00 |
DisclosureSEC source: 0001002105-23-000049 · form4.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · CEO of Bank Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| May 23, 2023 Filed May 24, 2023 14:42 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 3,000 | $8.98 | $26,925.90 |
DisclosureSEC source: 0001002105-23-000043 · form4.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · CEO of Bank Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 Read SEC document |
| May 15, 2023 Filed May 23, 2023 17:05 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 2,000 | $7.97 | $15,940.00 |
DisclosureSEC source: 0001002105-23-000041 · form4.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · CEO of Bank Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| May 10, 2023 Filed May 23, 2023 17:01 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | PurchaseCommon Stock | 2,000 | $8.12 | $16,232.80 |
DisclosureSEC source: 0001002105-23-000039 · form4.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · CEO of Bank Subsidiary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| September 20, 2018 Filed Sep 24, 2018 20:00 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 1,000 | $40.45 | $40,450.00 |
DisclosureSEC source: 0000883948-18-000224 · wf-form4_153781923421009.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,462 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 27, 2018. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 19:33 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Disposition to issuerCommon Stock | 1,000 | $42.23 | $42,230.00 |
DisclosureSEC source: 0000883948-18-000199 · wf-form4_153626240412167.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,462 F2 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 27, 2018. Read SEC document |
| September 04, 2018 Filed Sep 6, 2018 19:33 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000199 · wf-form4_153626240412167.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,462 F1 · shares: Direct issue from Issuer. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 19:02 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 1,000 | $41.56 | $41,560.00 |
DisclosureSEC source: 0000883948-18-000178 · wf-form4_153496454718263.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,071 F1 · shares: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on July 27, 2018. F2 · ownership.direct: Includes 25,907 shares previously held through the ESOP that were distributed to the reporting person on June 4, 2018, and are now owned directly. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 19:56 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 213 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000137 · wf-form4_152822849917002.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,164 F1 · shares: Direct issue from Issuer. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 20:58 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionNQSO (right-to-buy) · Derivative | 24,682 | $0.00 Strike: $12.11 | $0.00 |
DisclosureSEC source: 0000883948-18-000104 · wf-form4_152114749292674.xml · derivative · entry 9 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,682 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. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 20:58 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionNQSO (right-to-buy) · Derivative | 24,887 | $0.00 Strike: $14.40 | $0.00 |
DisclosureSEC source: 0000883948-18-000104 · wf-form4_152114749292674.xml · derivative · entry 8 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,887 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. Read SEC document |
| March 13, 2018 Filed Mar 15, 2018 20:58 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 17,974 | $39.67 | $713,107.67 |
DisclosureSEC source: 0000883948-18-000104 · wf-form4_152114749292674.xml · nonDerivative · entry 4 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,951 F1 · price: Price indicated is the weighted average sales price as a result of a series of broker-assisted transactions ranging in price from $39.59 to $39.77 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 |
| March 13, 2018 Filed Mar 15, 2018 20:58 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionCommon Stock | 24,682 | $12.11 | $298,899.02 |
DisclosureSEC source: 0000883948-18-000104 · wf-form4_152114749292674.xml · nonDerivative · entry 3 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,925 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 |
| March 13, 2018 Filed Mar 15, 2018 20:58 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 14,090 | $39.67 | $559,012.30 |
DisclosureSEC source: 0000883948-18-000104 · wf-form4_152114749292674.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,243 F1 · price: Price indicated is the weighted average sales price as a result of a series of broker-assisted transactions ranging in price from $39.59 to $39.77 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 |
| March 13, 2018 Filed Mar 15, 2018 20:58 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionCommon Stock | 24,887 | $14.40 | $358,372.80 |
DisclosureSEC source: 0000883948-18-000104 · wf-form4_152114749292674.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,333 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 |
| March 01, 2018 Filed Mar 5, 2018 18:55 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 234 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000079 · wf-form4_152027612006243.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,446 F1 · shares: Direct issue from Issuer. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 21:25 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 2,516 | $38.64 | $97,218.24 |
DisclosureSEC source: 0000883948-18-000022 · wf-form4_151639710172047.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,571 F2 · security: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 21:25 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 7,121 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000022 · wf-form4_151639710172047.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,087 F1 · security: Vesting of Performance Share Units (PSUs) that were granted April 24, 2015. Read SEC document |
| December 01, 2017 Filed Dec 5, 2017 21:50 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-17-000241 · wf-form4_151251061008413.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,966 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · shares: Direct issue from Issuer. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 20:11 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 745 | $31.33 | $23,340.85 |
DisclosureSEC source: 0000883948-17-000173 · wf-form4_150472866372598.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,734 F1 · shares: Direct issue from Issuer including catch-up payment for May through September 2017 for director service. F2 · price: Based on market closing price on August 31, 2017. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 1,792 | $35.18 | $63,042.56 |
DisclosureSEC source: 0000883948-17-000079 · wf-form4_149133596492674.xml · nonDerivative · entry 5 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,100 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 1,792 | $35.18 | $63,042.56 |
DisclosureSEC source: 0000883948-17-000079 · wf-form4_149133596492674.xml · nonDerivative · entry 4 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,892 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 1,276 | $35.18 | $44,889.68 |
DisclosureSEC source: 0000883948-17-000079 · wf-form4_149133596492674.xml · nonDerivative · entry 3 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,684 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 1,276 | $35.18 | $44,889.68 |
DisclosureSEC source: 0000883948-17-000079 · wf-form4_149133596492674.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,960 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 1,110 | $35.18 | $39,049.80 |
DisclosureSEC source: 0000883948-17-000079 · wf-form4_149133596492674.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,236 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed May 4, 2017 20:34 UTC Amendment | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 4,374 | $35.18 | $153,877.32 |
DisclosureSEC source: 0000883948-17-000095 · wf-form4a_149393006608286.xml · nonDerivative · entry 5 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,989 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · shares: This amendment is being filed to correct the number of shares withheld on vesting of restricted stock award to cover tax withholding, which were underreported on the reporting person's original report. Read SEC document |
| March 31, 2017 Filed May 4, 2017 20:34 UTC Amendment | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 4,375 | $35.18 | $153,912.50 |
DisclosureSEC source: 0000883948-17-000095 · wf-form4a_149393006608286.xml · nonDerivative · entry 4 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,363 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · shares: This amendment is being filed to correct the number of shares withheld on vesting of restricted stock award to cover tax withholding, which were underreported on the reporting person's original report. Read SEC document |
| March 31, 2017 Filed May 4, 2017 20:34 UTC Amendment | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 3,116 | $35.18 | $109,620.88 |
DisclosureSEC source: 0000883948-17-000095 · wf-form4a_149393006608286.xml · nonDerivative · entry 3 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,738 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · shares: This amendment is being filed to correct the number of shares withheld on vesting of restricted stock award to cover tax withholding, which were underreported on the reporting person's original report. Read SEC document |
| March 31, 2017 Filed May 4, 2017 20:34 UTC Amendment | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 3,116 | $35.18 | $109,620.88 |
DisclosureSEC source: 0000883948-17-000095 · wf-form4a_149393006608286.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,854 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · shares: This amendment is being filed to correct the number of shares withheld on vesting of restricted stock award to cover tax withholding, which were underreported on the reporting person's original report. Read SEC document |
| March 31, 2017 Filed May 4, 2017 20:34 UTC Amendment | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 2,376 | $35.18 | $83,587.68 |
DisclosureSEC source: 0000883948-17-000095 · wf-form4a_149393006608286.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,970 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · shares: This amendment is being filed to correct the number of shares withheld on vesting of restricted stock award to cover tax withholding, which were underreported on the reporting person's original report. Read SEC document |
| February 28, 2017 Filed Mar 20, 2017 20:12 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 1,094 | $36.26 | $39,668.44 |
DisclosureSEC source: 0000883948-17-000069 · wf-form4_149004073878239.xml · nonDerivative · entry 3 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,346 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 | 1,110 | $36.94 | $41,003.40 |
DisclosureSEC source: 0000883948-17-000069 · wf-form4_149004073878239.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,440 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 21:51 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionNQSO (right-to-buy) · Derivative | 18,400 | $0.00 Strike: $16.45 | $0.00 |
DisclosureSEC source: 0000883948-16-000359 · wf-form4_148132025551288.xml · derivative · entry 6 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,400 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. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 21:51 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | SaleCommon Stock | 18,400 | $35.74 | $657,614.16 |
DisclosureSEC source: 0000883948-16-000359 · wf-form4_148132025551288.xml · nonDerivative · entry 2 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,644 F1 · price: Price indicated is the weighted average sales price as a result of a series of broker-assisted transactions ranging in price from $35.68 to $35.82 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 08, 2016 Filed Dec 9, 2016 21:51 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Exercise / conversionCommon Stock | 18,400 | $16.45 | $302,680.00 |
DisclosureSEC source: 0000883948-16-000359 · wf-form4_148132025551288.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,044 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 | 1,094 | $23.06 | $25,227.64 |
DisclosureSEC source: 0000883948-17-000069 · wf-form4_149004073878239.xml · nonDerivative · entry 1 BEALE G WILLIAM · CIK 0001207949 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,550 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.