Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN NATIONAL BANKSHARES INC.amnb · Entity 92507 | Director | April 01, 2024 | April 01, 2024 |
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.
AMERICAN NATIONAL BANKSHARES INC.
Report date April 01, 2024 · Filed April 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Disposition to issuer · Disposed 9,887.04 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporation (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB effective April 1, 2024. As a result of the Merger, each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated July 24, 2023, between Atlantic Union Bankshares Corporation (AUB) and the issuer, pursuant to which the issuer was merged with and into AUB effective April 1, 2024. As a result of the Merger, each issued and outstanding share of common stock of the issuer was converted into 1.35 shares of AUB common stock, with cash paid in lieu of fractional shares. The reporting person no longer beneficially owns, directly or indirectly, any shares of common stock of the issuer.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Atlantic Union Bankshares Corp
Report date March 31, 2017 · Filed April 04, 2017
Section 16 reporting ended · disclosed 2017-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,256 |
Reported balance
After 2017-03-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-03-31 · Tax withholding · Disposed 200 · Balance 30,256 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 30,042 |
Reported balance
After 2017-03-31 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2017-03-31 · Tax withholding · Disposed 214 · Balance 30,042 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 29,882 |
Reported balance
After 2017-03-31 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-03-31 · Tax withholding · Disposed 160 · Balance 29,882 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 29,605 |
Reported balance
After 2017-03-31 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2017-03-31 · Tax withholding · Disposed 277 · Balance 29,605 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 29,398 |
Reported balance
After 2017-03-31 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2017-03-31 · Tax withholding · Disposed 207 · Balance 29,398 F1: Shares withheld on vesting of restricted stock award to cover tax withholding. |
| Common StockSEC Table I · non-derivative | Direct | 24,450 |
Reported balance
After 2017-03-31 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2017-03-31 · Disposition to issuer · Disposed 4,948 · Balance 24,450 F2: Forfeiture of time-based restricted stock pursuant to his separation from service on March 31, 2017. |
| Common StockSEC Table I · non-derivative | IndirectJointly owned shares | 1,049 |
Reported balance
Holding disclosure · report date 2017-03-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,049 |
| Common StockSEC Table I · non-derivative | IndirectBy Trustee of ESOP | 638 |
Reported balance
Holding disclosure · report date 2017-03-31 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 638 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld on vesting of restricted stock award to cover tax withholding.
F2: Forfeiture of time-based restricted stock pursuant to his separation from service on March 31, 2017.
OLD POINT FINANCIAL CORP
Report date July 01, 2019 · Filed July 03, 2019
Section 16 reporting ended · disclosed 2019-07-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,787 |
Reported balance
After 2019-07-01 transaction · row 1
1 source rowRow 1 · 2019-07-01 · Disposition to issuer · Disposed 4,578 · Balance 1,787 |
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 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 277 | $35.18 | $9,744.86 |
DisclosureSEC source: 0000883948-17-000080 · wf-form4_149133598476921.xml · nonDerivative · entry 4 FARRAR JEFFREY W · CIK 0001258105 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,605 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 160 | $35.18 | $5,628.80 |
DisclosureSEC source: 0000883948-17-000080 · wf-form4_149133598476921.xml · nonDerivative · entry 3 FARRAR JEFFREY W · CIK 0001258105 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,882 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 214 | $35.18 | $7,528.52 |
DisclosureSEC source: 0000883948-17-000080 · wf-form4_149133598476921.xml · nonDerivative · entry 2 FARRAR JEFFREY W · CIK 0001258105 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,042 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 19:59 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 200 | $35.18 | $7,036.00 |
DisclosureSEC source: 0000883948-17-000080 · wf-form4_149133598476921.xml · nonDerivative · entry 1 FARRAR JEFFREY W · CIK 0001258105 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,256 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. Read SEC document |
| February 27, 2017 Filed Mar 20, 2017 20:13 UTC | Atlantic Union Bankshares Corp UBSH · Entity 3827 | Tax withholdingCommon Stock | 258 | $36.94 | $9,530.52 |
DisclosureSEC source: 0000883948-17-000073 · wf-form4_149004081654010.xml · nonDerivative · entry 1 FARRAR JEFFREY W · CIK 0001258105 · EVP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,456 F1 · security: Shares withheld on vesting of restricted stock award to cover tax withholding. 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.