Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | EVP | January 21, 2021 | March 01, 2022 |
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Chief Ops & Technology Officer | March 20, 2026 | March 25, 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 January 21, 2021 · Filed March 01, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,219 |
Last balance in matching sequence
After 2021-01-21 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2021-01-21 · Grant · Acquired 3,621 · Balance 27,489 F1: On January 25, 2021, the reporting person filed a Form 4 that reported an award of 2,351 shares of common stock upon the vesting of Performance Share Units (PSUs); in fact, as reported in this amendment, the reporting person was awarded 3,621 shares of common stock upon the vesting of PSUs. Row 2 · 2021-01-21 · Tax withholding · Disposed 1,270 · Balance 26,219 F2: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. F1: On January 25, 2021, the reporting person filed a Form 4 that reported an award of 2,351 shares of common stock upon the vesting of Performance Share Units (PSUs); in fact, as reported in this amendment, the reporting person was awarded 3,621 shares of common stock upon the vesting of PSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 25, 2021, the reporting person filed a Form 4 that reported an award of 2,351 shares of common stock upon the vesting of Performance Share Units (PSUs); in fact, as reported in this amendment, the reporting person was awarded 3,621 shares of common stock upon the vesting of PSUs.
F2: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations.
BLUE RIDGE BANKSHARES, INC.
Report date March 20, 2026 · Filed March 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 429,902 |
Ending reported balance
After 2026-03-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-20 · Disposition to issuer · Disposed 200,000 · Balance 229,902 F1: Cancellation of performance-based restricted stock. Row 2 · 2026-03-20 · Grant · Acquired 200,000 · Balance 429,902 F2: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: Cancellation of performance-based restricted stock.
F2: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule.
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 20, 2026 Filed Mar 25, 2026 00:09 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001560547-26-000006 · ownership.xml · nonDerivative · entry 2 Brown M Dean · CIK 0001560547 · Chief Ops & Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 429,902 F2 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| March 20, 2026 Filed Mar 25, 2026 00:09 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Disposition to issuerCommon Stock | 200,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001560547-26-000006 · ownership.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · Chief Ops & Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,902 F1 · shares: Cancellation of performance-based restricted stock. Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 21:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,940 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001865 · form4-02252022_010226.xml · nonDerivative · entry 5 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,518 F2 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 297 | $39.97 | $11,871.09 |
DisclosureSEC source: 0001415889-22-001865 · form4-02252022_010226.xml · nonDerivative · entry 4 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,578 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 21:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 379 | $40.57 | $15,376.03 |
DisclosureSEC source: 0001415889-22-001865 · form4-02252022_010226.xml · nonDerivative · entry 3 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,875 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 21, 2022 Filed Feb 25, 2022 21:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 222 | $40.99 | $9,099.78 |
DisclosureSEC source: 0001415889-22-001865 · form4-02252022_010226.xml · nonDerivative · entry 2 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,254 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 20, 2022 Filed Feb 25, 2022 21:59 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 266 | $40.99 | $10,903.34 |
DisclosureSEC source: 0001415889-22-001865 · form4-02252022_010226.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,476 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 20:18 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,009 | $40.78 | $41,147.02 |
DisclosureSEC source: 0001415889-22-000841 · form4-01282022_120114.xml · nonDerivative · entry 2 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,742 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| January 26, 2022 Filed Jan 28, 2022 20:18 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000841 · form4-01282022_120114.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,571 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 21, 2019 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:00 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000963 · form4-02252021_050228.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,903 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 20:00 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,270 | $35.78 | $45,440.60 |
DisclosureSEC source: 0001415889-21-000381 · form4-01252021_120134.xml · nonDerivative · entry 2 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,949 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| January 21, 2021 Filed Jan 25, 2021 20:00 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000381 · form4-01252021_120134.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,219 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 22, 2018. Read SEC document |
| January 21, 2021 Filed Mar 1, 2022 22:23 UTC Amendment | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,270 | $35.78 | $45,440.60 |
DisclosureSEC source: 0001415889-22-002066 · form4a-03012022_020334.xml · nonDerivative · entry 2 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,219 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. F1 · balance_after: On January 25, 2021, the reporting person filed a Form 4 that reported an award of 2,351 shares of common stock upon the vesting of Performance Share Units (PSUs); in fact, as reported in this amendment, the reporting person was awarded 3,621 shares of common stock upon the vesting of PSUs. Read SEC document |
| January 21, 2021 Filed Mar 1, 2022 22:23 UTC Amendment | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 3,621 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002066 · form4a-03012022_020334.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,489 F1 · shares: On January 25, 2021, the reporting person filed a Form 4 that reported an award of 2,351 shares of common stock upon the vesting of Performance Share Units (PSUs); in fact, as reported in this amendment, the reporting person was awarded 3,621 shares of common stock upon the vesting of PSUs. F1 · balance_after: On January 25, 2021, the reporting person filed a Form 4 that reported an award of 2,351 shares of common stock upon the vesting of Performance Share Units (PSUs); in fact, as reported in this amendment, the reporting person was awarded 3,621 shares of common stock upon the vesting of PSUs. Read SEC document |
| February 25, 2020 Filed Feb 26, 2020 19:50 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 482 | $32.67 | $15,746.94 |
DisclosureSEC source: 0001415889-20-000475 · form4-02262020_110235.xml · nonDerivative · entry 3 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,868 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2020 Filed Feb 26, 2020 19:50 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 299 | $35.14 | $10,506.86 |
DisclosureSEC source: 0001415889-20-000475 · form4-02262020_110235.xml · nonDerivative · entry 2 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,350 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 21, 2020 Filed Feb 26, 2020 19:50 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 214 | $35.14 | $7,519.96 |
DisclosureSEC source: 0001415889-20-000475 · form4-02262020_110235.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,649 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000454 · form4-02242020_010234.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,863 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,223 | $35.50 | $43,410.39 |
DisclosureSEC source: 0001415889-20-000175 · form4-01242020_010159.xml · nonDerivative · entry 2 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,138 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| January 22, 2020 Filed Jan 24, 2020 21:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 3,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000175 · form4-01242020_010159.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,361 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 23, 2017. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 19:43 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 602 | $32.26 | $19,420.52 |
DisclosureSEC source: 0000883948-19-000111 · wf-form4_155388861641337.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,911 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 25, 2019 Filed Feb 27, 2019 21:48 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 471 | $35.28 | $16,616.88 |
DisclosureSEC source: 0000883948-19-000064 · wf-form4_155130410272472.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,513 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 21:38 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 2,208 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000050 · wf-form4_155113069048386.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,984 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:47 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 5,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000041 · wf-form4_151968163810751.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,291 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 22, 2018 Filed Mar 5, 2018 19:02 UTC Amendment | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 2,515 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-18-000098 · wf-form4a_152027656423813.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,776 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| December 10, 2017 Filed Dec 12, 2017 21:37 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 698 | $36.54 | $25,504.92 |
DisclosureSEC source: 0000883948-17-000260 · wf-form4_151311463704229.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,261 F1 · acquired: 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 | 2,006 | $37.25 | $74,723.50 |
DisclosureSEC source: 0000883948-17-000023 · wf-form4_148823116532304.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,658 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| December 10, 2016 Filed Mar 20, 2017 20:13 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 699 | $35.86 | $25,066.14 |
DisclosureSEC source: 0000883948-17-000072 · wf-form4_149004079860271.xml · nonDerivative · entry 1 Brown M Dean · CIK 0001560547 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,959 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.