Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | EVP & CHRO | 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 | 15,821 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Tax withholding · Disposed 498 · Balance 11,787 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. Row 2 · 2026-03-02 · Grant · Acquired 4,034 · Balance 15,821 F2: Award of time-based restricted stock subject to a vesting schedule. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of ESOP | 97.1546 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 97.1546 |
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 19:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001932176-26-000003 · form4-03032026_070313.xml · nonDerivative · entry 2 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,821 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 | 498 | $37.06 | $18,455.88 |
DisclosureSEC source: 0001932176-26-000003 · form4-03032026_070313.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,787 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:26 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 225 | $38.87 | $8,745.75 |
DisclosureSEC source: 0001932176-26-000002 · form4-02252026_040249.xml · nonDerivative · entry 2 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,285 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 16:26 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 388 | $40.65 | $15,772.20 |
DisclosureSEC source: 0001932176-26-000002 · form4-02252026_040249.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,510 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 21:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 976 | $0.00 | $0.00 |
DisclosureSEC source: 0001932176-26-000001 · form4-02232026_090251.xml · nonDerivative · entry 2 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,898 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:25 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 1,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001932176-26-000001 · form4-02232026_090251.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,874 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 23, 2023. Read SEC document |
| June 23, 2025 Filed Jun 25, 2025 17:45 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 458 | $30.65 | $14,037.70 |
DisclosureSEC source: 0001415889-25-018169 · form4-06252025_050639.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,097 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:39 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,962 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006180 · form4-03032025_090342.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,555 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:50 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 618 | $35.26 | $21,790.68 |
DisclosureSEC source: 0001415889-25-005537 · form4-02252025_090211.xml · nonDerivative · entry 2 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,593 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 21:50 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 421 | $35.26 | $14,844.46 |
DisclosureSEC source: 0001415889-25-005537 · form4-02252025_090211.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,211 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 |
| June 24, 2024 Filed Jun 25, 2024 20:08 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 458 | $31.13 | $14,257.54 |
DisclosureSEC source: 0001415889-24-018123 · form4-06252024_080650.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,632 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. F2 · price: Based on the market closing price on the trading day before the transaction date. Read SEC document |
| May 10, 2024 Filed May 13, 2024 18:43 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | SaleCommon Stock | 2,188 | $34.12 | $74,654.56 |
DisclosureSEC source: 0001415889-24-012974 · form4-05132024_060510.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,090 Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 21:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 618 | $33.40 | $20,641.20 |
DisclosureSEC source: 0001415889-24-005225 · form4-02262024_090222.xml · nonDerivative · entry 2 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,278 F2 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 21:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 3,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005225 · form4-02262024_090222.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,896 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| June 23, 2023 Filed Jun 27, 2023 20:38 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 458 | $26.29 | $12,040.82 |
DisclosureSEC source: 0001415889-23-010354 · form4-06272023_080649.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,335 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:52 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-003396 · form4-02272023_090251.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,793 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| June 23, 2022 Filed Jun 28, 2022 14:47 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007009 · form4-06282022_070643.xml · nonDerivative · entry 1 Miller Clare · CIK 0001932176 · EVP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,562 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.