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 | 32,041.479 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Tax withholding · Disposed 466 · Balance 24,760.479 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. Row 2 · 2026-03-02 · Grant · Acquired 7,281 · Balance 32,041.479 F2: Award of time-based restricted stock subject to a vesting schedule. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of ESOP | 272.2739 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 272.2739 |
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 |
|---|---|---|---|---|---|---|
| March 02, 2026 Filed Mar 3, 2026 19:07 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 7,281 | $0.00 | $0.00 |
DisclosureSEC source: 0001768984-26-000003 · form4-03032026_070331.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,041.479 F2 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 19:07 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 466 | $37.06 | $17,269.96 |
DisclosureSEC source: 0001768984-26-000003 · form4-03032026_070331.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,760.479 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:29 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 487 | $38.87 | $18,929.69 |
DisclosureSEC source: 0001768984-26-000002 · form4-02252026_040209.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,226.479 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 16:29 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 439 | $40.65 | $17,845.35 |
DisclosureSEC source: 0001768984-26-000002 · form4-02252026_040209.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,713.479 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 21:27 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001768984-26-000001 · form4-02232026_090235.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,152.479 F3 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:27 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001768984-26-000001 · form4-02232026_090235.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,108.479 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 23, 2023. F2 · balance_after: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:36 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006172 · form4-03032025_090337.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,723.95 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:54 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 196 | $35.16 | $6,891.36 |
DisclosureSEC source: 0001415889-25-005543 · form4-02252025_090227.xml · nonDerivative · entry 3 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,086.95 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:54 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 488 | $35.26 | $17,206.88 |
DisclosureSEC source: 0001415889-25-005543 · form4-02252025_090227.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,282.95 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 21:54 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 429 | $35.26 | $15,126.54 |
DisclosureSEC source: 0001415889-25-005543 · form4-02252025_090227.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,770.95 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 |
| January 29, 2025 Filed Jan 31, 2025 16:24 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002435 · form4-01312025_040132.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,199.95 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. F3 · balance_after: Includes 283.038 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 16:24 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002435 · form4-01312025_040132.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,929.912 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 24, 2022. Read SEC document |
| February 26, 2024 Filed Feb 26, 2024 22:13 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 196 | $33.40 | $6,546.40 |
DisclosureSEC source: 0001415889-24-005279 · form4-02262024_100209.xml · nonDerivative · entry 4 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,069.9121 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 23, 2024 Filed Feb 26, 2024 22:13 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 697 | $33.40 | $23,279.80 |
DisclosureSEC source: 0001415889-24-005279 · form4-02262024_100209.xml · nonDerivative · entry 3 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,265.9121 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:13 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005279 · form4-02262024_100209.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,962.9121 F3 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 17:40 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 809 | $35.26 | $28,525.34 |
DisclosureSEC source: 0001415889-24-001849 · form4-01262024_050136.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,030.9121 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. F3 · balance_after: Includes 240.9201 additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 17:40 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001849 · form4-01262024_050136.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,598.992 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 23, 2021. Read SEC document |
| February 24, 2023 Filed Feb 27, 2023 21:49 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 230 | $37.53 | $8,631.90 |
DisclosureSEC source: 0001415889-23-003394 · form4-02272023_090204.xml · nonDerivative · entry 3 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,314.992 F2 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:49 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 202 | $37.64 | $7,603.28 |
DisclosureSEC source: 0001415889-23-003394 · form4-02272023_090204.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,544.992 F2 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:49 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,853 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003394 · form4-02272023_090204.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,746.992 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 21:01 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 186 | $38.12 | $7,090.32 |
DisclosureSEC source: 0001415889-23-003164 · form4-02232023_090239.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,893.992 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:05 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 385 | $38.46 | $14,807.10 |
DisclosureSEC source: 0001415889-23-002787 · form4-02172023_100230.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,079.992 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. F3 · balance_after: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:05 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 1,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-002787 · form4-02172023_100230.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,344.582 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 20, 2020. Read SEC document |
| March 19, 2022 Filed Feb 26, 2024 22:13 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 436 | $39.10 | $17,047.60 |
DisclosureSEC source: 0001415889-24-005279 · form4-02262024_100209.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,594.9121 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 24, 2022 Filed Feb 25, 2022 21:51 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 1,945 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001859 · form4-02252022_010252.xml · nonDerivative · entry 3 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,257.582 F2 · shares: Award of time-based restricted stock subject to a vesting schedule. F3 · balance_after: Includes additional shares acquired through dividend reinvestment since the reporting person's last Form 4. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 21:51 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 203 | $39.97 | $8,113.91 |
DisclosureSEC source: 0001415889-22-001859 · form4-02252022_010252.xml · nonDerivative · entry 2 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,187 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 20, 2022 Filed Feb 25, 2022 21:51 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 186 | $40.99 | $7,624.14 |
DisclosureSEC source: 0001415889-22-001859 · form4-02252022_010252.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,390 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 19:22 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 435 | $39.94 | $17,373.90 |
DisclosureSEC source: 0001415889-21-001622 · form4-03232021_120330.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,576 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:01 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 1,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000965 · form4-02252021_050247.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 22:11 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 186 | $36.44 | $6,777.84 |
DisclosureSEC source: 0001415889-21-000944 · form4-02242021_020207.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,300 F1 · acquired: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 20:46 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 433 | $23.70 | $10,262.10 |
DisclosureSEC source: 0001415889-20-000843 · form4-03232020_010321.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,486 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:30 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 1,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-000464 · form4-02242020_010222.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,919 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| March 19, 2019 Filed Mar 21, 2019 19:19 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | GrantCommon Stock | 4,343 | $0.00 | $0.00 |
DisclosureSEC source: 0000883948-19-000108 · wf-form4_155319596944363.xml · nonDerivative · entry 1 O'Brien Shawn E. · CIK 0001768984 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,343 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.