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 | 99,596.9963 |
Ending reported balance
After 2026-02-23 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-22 · Tax withholding · Disposed 1,887 · Balance 95,873.9963 Row 2 · 2026-02-23 · Grant · Acquired 9,250 · Balance 105,123.9963 F1: Represents performance-based restricted stock units granted in February 2023 that vested in February 2026 upon achievement of performance goals. The restricted stock units were settled by delivery of an equal number of shares of common stock. Row 3 · 2026-02-23 · Tax withholding · Disposed 1,329 · Balance 103,794.9963 Row 4 · 2026-02-23 · Tax withholding · Disposed 4,198 · Balance 99,596.9963 |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 9,224.1173 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 9,224.1173 |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 89.5771 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 89.5771 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $32.51 · Expires 2030-02-24 | Direct | 5,905 |
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 5,905 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $37.60 · Expires 2028-02-26 | Direct | 12,453 |
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 12,453 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $38.49 · Expires 2029-02-25 | Direct | 9,290 |
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 9,290 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $45.30 · Expires 2027-02-27 | Direct | 12,453 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 12,453 |
| Stock Option - UnitedSEC Table II · derivative / convertible security · Conversion / exercise price $32.51 · Expires 2030-02-24 | Direct | 11,809 |
Reported balance
Holding disclosure · report date 2026-02-22 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 11,809 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents performance-based restricted stock units granted in February 2023 that vested in February 2026 upon achievement of performance goals. The restricted stock units were settled by delivery of an equal number of shares of common stock.
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 04, 2021 Filed Feb 8, 2021 17:03 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 8,500 | $34.47 Strike: $28.64 | $292,995.00 |
DisclosureSEC source: 0001225208-21-001779 · doc4.xml · derivative · entry 5 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,500 shares Expires 2021-02-28 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 04, 2021 Filed Feb 8, 2021 17:03 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 7,791 | $34.47 | $268,555.77 |
DisclosureSEC source: 0001225208-21-001779 · doc4.xml · nonDerivative · entry 2 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,979.1411 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 17:03 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 8,500 | $28.64 | $243,440.00 |
DisclosureSEC source: 0001225208-21-001779 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,770.1411 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. F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 27, 2020 Filed Feb 28, 2020 16:55 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 410 | $30.02 | $12,308.20 |
DisclosureSEC source: 0001225208-20-003745 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,185.8737 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 19:29 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 410 | $31.43 | $12,886.30 |
DisclosureSEC source: 0001225208-20-003642 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,595.8737 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 19:56 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantStock Option · Derivative | 11,809 | $0.00 Strike: $32.51 | $0.00 |
DisclosureSEC source: 0001225208-20-003417 · doc4.xml · derivative · entry 4 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,809 Underlying: Common Stock · 11,809 shares Expires 2020-02-24 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 19:56 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 10,459 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-003417 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,005.8737 F1 · shares: Shares were acquired pursuant to a grant of restricted stock units. The award vests in four equal annual installments. F2 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 15:40 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 7,500 | $22.31 Strike: $22.31 | $167,325.00 |
DisclosureSEC source: 0001225208-19-012681 · doc4.xml · derivative · entry 5 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2020-01-25 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 |
| September 18, 2019 Filed Sep 19, 2019 15:40 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 5,748 | $38.97 | $223,999.56 |
DisclosureSEC source: 0001225208-19-012681 · doc4.xml · nonDerivative · entry 2 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,521.7758 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| September 18, 2019 Filed Sep 19, 2019 15:40 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 7,500 | $22.31 | $167,325.00 |
DisclosureSEC source: 0001225208-19-012681 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,269.7758 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. F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 28, 2019 Filed Mar 1, 2019 20:12 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 221 | $38.37 | $8,479.77 |
DisclosureSEC source: 0001225208-19-004090 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,738.1467 Read SEC document |
| February 27, 2019 Filed Feb 28, 2019 16:01 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 410 | $37.88 | $15,530.80 |
DisclosureSEC source: 0001225208-19-003920 · doc4.xml · nonDerivative · entry 2 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,959.1467 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 16:01 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 410 | $38.49 | $15,780.90 |
DisclosureSEC source: 0001225208-19-003920 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,369.1467 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 20:41 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantStock Option · Derivative | 9,290 | $0.00 Strike: $38.49 | $0.00 |
DisclosureSEC source: 0001225208-19-003674 · doc4.xml · derivative · entry 5 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,290 Underlying: Common Stock · 9,290 shares Expires 2029-02-25 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 20:41 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 7,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003674 · doc4.xml · nonDerivative · entry 2 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,779.1467 F2 · price: Shares were acquired pursuant to a grant of restricted stock units. The award vests in four equal annual installments. F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 23, 2019 Filed Feb 26, 2019 20:41 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 228 | $38.72 | $8,828.16 |
DisclosureSEC source: 0001225208-19-003674 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,989.1467 F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 20:51 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 247 | $36.50 | $9,015.50 |
DisclosureSEC source: 0001225208-18-004882 · doc4.xml · nonDerivative · entry 2 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,159.0791 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 20:51 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 445 | $37.60 | $16,732.00 |
DisclosureSEC source: 0001225208-18-004882 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,406.0791 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 16:18 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantStock Option · Derivative | 12,453 | $0.00 Strike: $37.60 | $0.00 |
DisclosureSEC source: 0001225208-18-004317 · doc4.xml · derivative · entry 6 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,453 Underlying: Common Stock · 12,453 shares Expires 2028-02-26 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 16:18 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004317 · doc4.xml · nonDerivative · entry 3 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,851.0791 F1 · price: Shares were acquired pursuant to a grant of restricted stock units. The award vests in four equal annual installments. F2 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 24, 2018 Filed Feb 27, 2018 16:18 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 223 | $37.55 | $8,373.65 |
DisclosureSEC source: 0001225208-18-004317 · doc4.xml · nonDerivative · entry 2 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,255.0791 Read SEC document |
| February 23, 2018 Filed Feb 27, 2018 16:18 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Tax withholdingCommon Stock | 247 | $37.00 | $9,139.00 |
DisclosureSEC source: 0001225208-18-004317 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,478.0791 Read SEC document |
| November 01, 2017 Filed Nov 2, 2017 15:16 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionStock Option · Derivative | 3,500 | $35.70 Strike: $27.77 | $124,950.00 |
DisclosureSEC source: 0001225208-17-016769 · doc4.xml · derivative · entry 4 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2017-11-01 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 |
| November 01, 2017 Filed Nov 2, 2017 15:16 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | Exercise / conversionCommon Stock | 3,500 | $27.77 | $97,195.00 |
DisclosureSEC source: 0001225208-17-016769 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,712.0246 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. F1 · balance_after: Additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| August 14, 2017 Filed Aug 14, 2017 14:36 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | PurchaseCommon Stock | 1,000 | $32.30 | $32,300.00 |
DisclosureSEC source: 0001225208-17-013954 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,197.9751 F1 · balance_after: Amount includes additional stock acquired in the Dividend Reinvestment Plan. Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 16:34 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantStock Option · Derivative | 12,453 | $0.00 Strike: $45.30 | $0.00 |
DisclosureSEC source: 0001225208-17-004811 · doc4.xml · derivative · entry 4 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,453 Underlying: Common Stock · 12,453 shares Expires 2027-02-27 Read SEC document |
| February 27, 2017 Filed Feb 28, 2017 16:34 UTC | UNITED BANKSHARES INC/WV UBSI · Entity 74 | GrantCommon Stock | 4,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004811 · doc4.xml · nonDerivative · entry 1 Tatterson William Mark · CIK 0001534672 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,166.4214 F1 · price: Shares were acquired pursuant to a grant of restricted stock units. The award vests in four equal annual installments. 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.