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 | 28,703 |
Ending reported balance
After 2026-02-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-22 · Tax withholding · Disposed 996 · Balance 29,601 Row 2 · 2026-02-23 · Tax withholding · Disposed 898 · Balance 28,703 |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 13,733.292 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 13,733.292 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse as POA for Family Member | 900 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 900 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse IRA | 1,364 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,364 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $32.51 · Expires 2030-02-24 | Direct | 1,453 |
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 1,453 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $37.60 · Expires 2028-02-26 | Direct | 3,200 |
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 3,200 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $38.49 · Expires 2029-02-25 | Direct | 3,200 |
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 3,200 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $45.30 · Expires 2027-02-27 | Direct | 3,200 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,200 |
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 22:28 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 898 | $44.28 | $39,763.44 |
DisclosureSEC source: 0001225208-26-002650 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,703 Read SEC document |
| February 22, 2026 Filed Feb 25, 2026 22:28 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 996 | $44.28 | $44,102.88 |
DisclosureSEC source: 0001225208-26-002650 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,601 Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 20:10 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 1,093 | $44.07 | $48,168.51 |
DisclosureSEC source: 0001225208-26-002470 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,328 Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 22:32 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 2,269 | $44.07 | $99,994.83 |
DisclosureSEC source: 0001225208-26-002527 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,690 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 11, 2025 Filed Dec 12, 2025 19:02 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 3,200 | $39.53 Strike: $35.04 | $126,496.00 |
DisclosureSEC source: 0001225208-25-009896 · doc4.xml · derivative · entry 6 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,200 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 19:02 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 2,976 | $39.53 | $117,641.28 |
DisclosureSEC source: 0001225208-25-009896 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,421 Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 19:02 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 3,200 | $35.04 | $112,128.00 |
DisclosureSEC source: 0001225208-25-009896 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,397 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 20:03 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 922 | $35.53 | $32,758.66 |
DisclosureSEC source: 0001225208-25-002363 · doc4.xml · nonDerivative · entry 3 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,197 Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 20:03 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 1,055 | $35.53 | $37,484.15 |
DisclosureSEC source: 0001225208-25-002363 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,119 Read SEC document |
| February 22, 2025 Filed Feb 25, 2025 20:03 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 693 | $35.53 | $24,622.29 |
DisclosureSEC source: 0001225208-25-002363 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,174 Read SEC document |
| February 20, 2025 Filed Feb 24, 2025 20:45 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 7,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-002260 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,867 F1 · shares: Shares were acquired pursuant to a grant of restricted stock awards. The award vests in three equal annual installments. F2 · balance_after: Includes 587 shares previously held through the Family Trust which were distributed to the reporting person on 12.31.24 and are now owned directly. Read SEC document |
| December 31, 2024 Filed Feb 12, 2025 21:02 UTC Amendment | UNITED BANKSHARES INC/WV UBSI · Entity 74 | OtherCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001574 · doc5a.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse as POA for Family Member Disclosed balance after: 900 F1 · shares: These shares are held by the reporting person's spouse in his capacity as the power of attorney for his mother. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 31, 2024 Filed Feb 12, 2025 20:19 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001572 · doc5.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse as POA for Family Member Disclosed balance after: 900 F1 · shares: These shares are held by the reporting person's spouse in his capacity as the power of attorney for his mother. The reporting person disclaims beneficial ownership of these securities, and the filing of this report is not an admission that the reporting person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:51 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 3,200 | $42.59 Strike: $36.92 | $136,288.00 |
DisclosureSEC source: 0001225208-24-009785 · doc4.xml · derivative · entry 6 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,200 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 06, 2024 Filed Nov 8, 2024 16:51 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 2,968 | $42.59 | $126,407.12 |
DisclosureSEC source: 0001225208-24-009785 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,767 Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:51 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 3,200 | $36.92 | $118,144.00 |
DisclosureSEC source: 0001225208-24-009785 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,735 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 | 126 | $34.42 | $4,336.92 |
DisclosureSEC source: 0001225208-24-003075 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,535 Read SEC document |
| February 23, 2024 Filed Feb 27, 2024 19:56 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 923 | $34.36 | $31,714.28 |
DisclosureSEC source: 0001225208-24-003075 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,661 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 20:24 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 692 | $34.49 | $23,867.08 |
DisclosureSEC source: 0001225208-24-002918 · doc4.xml · nonDerivative · entry 3 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,584 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 20:24 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 492 | $34.49 | $16,969.08 |
DisclosureSEC source: 0001225208-24-002918 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,276 Read SEC document |
| February 22, 2024 Filed Feb 26, 2024 20:24 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 7,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-002918 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,768 F1 · shares: Shares were acquired pursuant to a grant of restricted stock units. The award vests in three equal annual installments. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 18:16 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 99 | $40.94 | $4,053.06 |
DisclosureSEC source: 0001225208-23-002939 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,974 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 18:16 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 141 | $40.98 | $5,778.18 |
DisclosureSEC source: 0001225208-23-002939 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,073 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 16:18 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 6,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-002726 · doc4.xml · nonDerivative · entry 2 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,214 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 16:18 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 1,183 | $40.86 | $48,337.38 |
DisclosureSEC source: 0001225208-23-002726 · doc4.xml · nonDerivative · entry 1 Gurtis Julie R · CIK 0001929562 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,869 F1 · shares: Withholding of shares to satisfy tax withholdings in connection with vested restricted stock units. 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.