Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITED BANKSHARES INC/WVUBSI · Entity 74 | Executive Vice President | February 22, 2026 | February 25, 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.
UNITED BANKSHARES INC/WV
Report date February 22, 2026 · Filed February 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,649.5687 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-22 · Tax withholding · Disposed 354 · Balance 11,867.5687 Row 2 · 2026-02-23 · Tax withholding · Disposed 218 · Balance 11,649.5687 |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 13,199.9533 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,199.9533 |
| Common StockSEC Table I · non-derivative | IndirectIndirect by Spouse | 1,228.951 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,228.951 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $32.51 · Expires 2030-02-24 | Direct | 793 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 793 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $37.60 · Expires 2028-02-26 | Direct | 1,750 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 1,750 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $38.49 · Expires 2029-02-25 | Direct | 1,750 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,750 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $45.30 · Expires 2027-02-27 | Direct | 1,750 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 1,750 |
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 |
|---|---|---|---|---|---|---|
| February 23, 2026 Filed Feb 25, 2026 21:48 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 218 | $44.28 | $9,653.04 |
DisclosureSEC source: 0001225208-26-002628 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,649.5687 Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 21:48 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 354 | $44.28 | $15,675.12 |
DisclosureSEC source: 0001225208-26-002628 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,867.5687 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 20:10 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 353 | $44.07 | $15,556.71 |
DisclosureSEC source: 0001225208-26-002475 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,221.5687 Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 17:17 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 1,929 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-002228 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,574.5687 F1 · shares: Shares were acquired pursuant to a grant of restricted stock awards. The award vests in three equal annual installments. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 18:10 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 1,375 | $39.53 Strike: $35.04 | $54,353.75 |
DisclosureSEC source: 0001225208-25-009889 · doc4.xml · derivative · entry 5 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,375 shares Expires 2026-03-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 18:10 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 1,287 | $39.53 | $50,875.11 |
DisclosureSEC source: 0001225208-25-009889 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,615.5687 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 18:10 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 1,375 | $35.04 | $48,180.00 |
DisclosureSEC source: 0001225208-25-009889 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,902.5687 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2025 Filed Feb 25, 2025 20:02 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 217 | $35.53 | $7,710.01 |
DisclosureSEC source: 0001225208-25-002358 · doc4.xml · nonDerivative · entry 3 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,385.127 Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 20:02 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 354 | $35.53 | $12,577.62 |
DisclosureSEC source: 0001225208-25-002358 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,602.127 Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 20:02 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 135 | $35.53 | $4,796.55 |
DisclosureSEC source: 0001225208-25-002358 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,956.127 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 19:49 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 2,176 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002224 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,091.127 F1 · shares: Shares were acquired pursuant to a grand of restricted stock awards. The award vests in three equal annual installments. F2 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 15:46 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 1,250 | $42.59 Strike: $36.92 | $53,237.50 |
DisclosureSEC source: 0001225208-24-009771 · doc4.xml · derivative · entry 5 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2025-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 15:46 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 1,160 | $42.59 | $49,404.40 |
DisclosureSEC source: 0001225208-24-009771 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,821.7056 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 15:46 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 1,250 | $36.92 | $46,150.00 |
DisclosureSEC source: 0001225208-24-009771 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,981.7056 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 24, 2024 Filed Feb 27, 2024 19:56 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 86 | $34.42 | $2,960.12 |
DisclosureSEC source: 0001225208-24-003080 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,591.9042 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 19:56 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 218 | $34.36 | $7,490.48 |
DisclosureSEC source: 0001225208-24-003080 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,677.9042 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 20:22 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 134 | $34.49 | $4,621.66 |
DisclosureSEC source: 0001225208-24-002921 · doc4.xml · nonDerivative · entry 3 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,895.9042 F2 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 20:22 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 133 | $34.49 | $4,587.17 |
DisclosureSEC source: 0001225208-24-002921 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,029.9042 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 20:22 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 2,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002921 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,162.9042 F1 · shares: Shares were acquired pursuant to a grant of restricted stock units. The award vests in three equal annual installments. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:53 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 1,250 | $35.02 Strike: $28.89 | $43,775.00 |
DisclosureSEC source: 0001225208-23-010912 · doc4.xml · derivative · entry 5 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2024-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:53 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 1,131 | $35.02 | $39,607.62 |
DisclosureSEC source: 0001225208-23-010912 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,904.8998 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| December 07, 2023 Filed Dec 8, 2023 21:53 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 1,250 | $28.89 | $36,112.50 |
DisclosureSEC source: 0001225208-23-010912 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,035.8998 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 18:48 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 63 | $40.94 | $2,579.22 |
DisclosureSEC source: 0001225208-23-002947 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,664.6108 F1 · shares: Withholding of shares to satisfy tax withholdings in connection with vested restricted stock units. Read SEC document |
| February 24, 2023 Filed Feb 28, 2023 18:48 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 89 | $40.98 | $3,647.22 |
DisclosureSEC source: 0001225208-23-002947 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,727.6108 F1 · shares: Withholding of shares to satisfy tax withholdings in connection with vested restricted stock units. Read SEC document |
| February 23, 2023 Filed Feb 24, 2023 16:43 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 1,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002732 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,816.6108 F2 · shares: Shares were acquired pursuant to a grant of restricted stock units. The award vests in three equal annual installments. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 16:43 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 277 | $40.86 | $11,318.22 |
DisclosureSEC source: 0001225208-23-002732 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,474.6108 F1 · shares: Withholding of shares to satisfy tax withholdings in connection with vested restricted stock units. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 16:42 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 1,250 | $42.89 Strike: $26.19 | $53,612.50 |
DisclosureSEC source: 0001225208-22-012127 · doc4.xml · derivative · entry 5 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2023-02-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 16:42 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 985 | $42.89 | $42,246.65 |
DisclosureSEC source: 0001225208-22-012127 · doc4.xml · nonDerivative · entry 2 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,702.8432 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 16:42 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 1,250 | $26.19 | $32,737.50 |
DisclosureSEC source: 0001225208-22-012127 · doc4.xml · nonDerivative · entry 1 Schultheis Anna J · CIK 0001929788 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,687.8432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.