Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | EVP | March 13, 2026 | March 17, 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 March 13, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,201 |
Reported balance
After 2026-03-13 transaction · row 1
1 source rowRow 1 · 2026-03-13 · Tax withholding · Disposed 298 · Balance 18,201 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of ESOP | 44.7468 |
Reported balance
Holding disclosure · report date 2026-03-13 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 44.7468 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld on vesting of restricted stock award to cover tax withholding.
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 13, 2026 Filed Mar 17, 2026 16:02 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 298 | $34.30 | $10,221.40 |
DisclosureSEC source: 0001966032-26-000005 · form4-03172026_040347.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,201 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 19:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,681 | $0.00 | $0.00 |
DisclosureSEC source: 0001966032-26-000003 · form4-03032026_070342.xml · nonDerivative · entry 2 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,499 F2 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 19:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 432 | $37.06 | $16,009.92 |
DisclosureSEC source: 0001966032-26-000003 · form4-03032026_070342.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,818 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 376 | $38.87 | $14,615.12 |
DisclosureSEC source: 0001966032-26-000002 · form4-02252026_040210.xml · nonDerivative · entry 2 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,250 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 16:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 449 | $40.65 | $18,251.85 |
DisclosureSEC source: 0001966032-26-000002 · form4-02252026_040210.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,626 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · price: Based on market closing price on the trading day before the transaction date. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:26 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001966032-26-000001 · form4-02232026_090233.xml · nonDerivative · entry 2 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,075 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:26 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 3,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001966032-26-000001 · form4-02232026_090233.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,622 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 23, 2023. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 14:27 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 106 | $32.37 | $3,431.22 |
DisclosureSEC source: 0001415889-25-008287 · form4-03182025_020318.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,561 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 20:36 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 350 | $31.91 | $11,168.50 |
DisclosureSEC source: 0001415889-25-008113 · form4-03142025_080334.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,667 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:37 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006176 · form4-03032025_090320.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,017 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:51 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 443 | $35.26 | $15,620.18 |
DisclosureSEC source: 0001415889-25-005539 · form4-02252025_090224.xml · nonDerivative · entry 2 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,714 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · price: Based on market closing price on the trading day before the transaction date. Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 21:51 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 528 | $35.26 | $18,617.28 |
DisclosureSEC source: 0001415889-25-005539 · form4-02252025_090224.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,157 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · price: Based on market closing price on the trading day before the transaction date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 13:36 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-008386 · form4-03192024_010353.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,685 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| March 13, 2024 Filed Mar 14, 2024 20:16 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 350 | $33.94 | $11,879.00 |
DisclosureSEC source: 0001415889-24-007974 · form4-03142024_080311.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,388 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 20:38 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 443 | $33.40 | $14,796.20 |
DisclosureSEC source: 0001415889-24-005202 · form4-02262024_080227.xml · nonDerivative · entry 2 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,738 F2 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 20:38 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005202 · form4-02262024_080227.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,181 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 15:30 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004925 · form4-03152023_030322.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,710 F1 · price: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:54 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 3,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003397 · form4-02272023_090214.xml · nonDerivative · entry 1 Linderman Matthew L. · CIK 0001966032 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,746 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. 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.