Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Atlantic Union Bankshares CorpAUB · Entity 3827 | EVP & GENERAL COUNSEL | 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 | 23,867 |
Ending reported balance
After 2026-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Tax withholding · Disposed 368 · Balance 19,636 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. Row 2 · 2026-03-02 · Grant · Acquired 4,231 · Balance 23,867 F2: Award of time-based restricted stock subject to a vesting schedule. |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of ESOP | 3,361.0536 |
Reported balance
Holding disclosure · report date 2026-02-27 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,361.0536 |
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 19:09 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 4,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001977158-26-000003 · form4-03032026_070348.xml · nonDerivative · entry 2 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,867 F2 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 19:09 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 368 | $37.06 | $13,638.08 |
DisclosureSEC source: 0001977158-26-000003 · form4-03032026_070348.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,636 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 16:28 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 277 | $38.87 | $10,766.99 |
DisclosureSEC source: 0001977158-26-000002 · form4-02252026_040212.xml · nonDerivative · entry 2 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,004 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 16:28 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 378 | $40.65 | $15,365.70 |
DisclosureSEC source: 0001977158-26-000002 · form4-02252026_040212.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,281 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 21:11 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 1,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001977158-26-000001 · form4-02232026_090226.xml · nonDerivative · entry 2 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,659 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:11 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001977158-26-000001 · form4-02232026_090226.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,851 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 23, 2023. Read SEC document |
| February 27, 2025 Filed Mar 3, 2025 21:40 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 3,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006182 · form4-03032025_090311.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,658 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| February 24, 2025 Filed Feb 25, 2025 21:53 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 172 | $35.16 | $6,047.52 |
DisclosureSEC source: 0001415889-25-005541 · form4-02252025_090225.xml · nonDerivative · entry 3 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,994 F1 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 21:53 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 574 | $35.26 | $20,239.24 |
DisclosureSEC source: 0001415889-25-005541 · form4-02252025_090225.xml · nonDerivative · entry 2 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,166 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 21:53 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 394 | $35.26 | $13,892.44 |
DisclosureSEC source: 0001415889-25-005541 · form4-02252025_090225.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,740 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 17:03 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 892 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002442 · form4-01312025_050115.xml · nonDerivative · entry 2 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,134 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| January 29, 2025 Filed Jan 31, 2025 17:03 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 2,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-002442 · form4-01312025_050115.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,026 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 24, 2022. Read SEC document |
| February 26, 2024 Filed Feb 26, 2024 22:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 172 | $33.40 | $5,744.80 |
DisclosureSEC source: 0001415889-24-005273 · form4-02262024_100229.xml · nonDerivative · entry 3 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,507 F2 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. F3 · price: Based on market closing price on the trading day before the transaction date. Read SEC document |
| February 23, 2024 Filed Feb 26, 2024 22:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 785 | $33.40 | $26,219.00 |
DisclosureSEC source: 0001415889-24-005273 · form4-02262024_100229.xml · nonDerivative · entry 2 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,679 F2 · shares: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 22:10 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 3,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-005273 · form4-02262024_100229.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,464 F1 · shares: Award of time-based restricted stock subject to a vesting schedule. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 17:46 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | Tax withholdingCommon Stock | 705 | $35.26 | $24,858.30 |
DisclosureSEC source: 0001415889-24-001854 · form4-01262024_050151.xml · nonDerivative · entry 2 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,675 F2 · shares: Shares withheld upon vesting of PSUs to satisfy tax withholding obligations. Read SEC document |
| January 24, 2024 Filed Jan 26, 2024 17:46 UTC | Atlantic Union Bankshares Corp AUB · Entity 3827 | GrantCommon Stock | 1,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-001854 · form4-01262024_050151.xml · nonDerivative · entry 1 Lape Rachael R · CIK 0001977158 · EVP & GENERAL COUNSEL 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,380 F1 · shares: Vesting of Performance Share Units (PSUs) that were granted February 23, 2021. 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.