Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | EVP | February 27, 2026 | March 03, 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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,675.422 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Tax withholding · Disposed 588 · Balance 44,506.422 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. Row 2 · 2026-03-02 · Grant · Acquired 8,169 · Balance 52,675.422 F2: Award of time-based restricted stock subject to a vesting schedule. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of ESOP | 505.409 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 505.409 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld on vesting of restricted stock award to cover tax withholding.
F2: Award of time-based restricted stock subject to 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 |
|---|---|---|---|---|---|---|
| November 01, 2017 Filed Nov 3, 2017 19:12 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 2,199 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-17-000219 · wf-form4_150973636301234.xml · nonDerivative · entry 1 Ring David V · CIK 0001719010 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199 F1 · kind: 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.