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Atlantic Union (NYSE: AUB) EVP stock withheld to cover tax obligations

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Atlantic Union Bankshares Corp executive Bradley S. Haun, EVP and Chief Risk Officer, reported routine tax-related share dispositions. On February 22 and 23, a total of 867 shares of common stock were withheld upon vesting of restricted stock awards to cover tax withholding, based on market closing prices before each date. After these transactions, he held 23,674.33 shares directly and 2,209.9844 shares indirectly through allocations in an employee stock ownership plan. These were tax-withholding events rather than open-market sales.

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Insider Haun Bradley S.
Role EVP and Chief Risk Officer
Type Security Shares Price Value
Tax Withholding Common Stock 366 $38.87 $14K
Tax Withholding Common Stock 501 $40.65 $20K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 23,674.33 shares (Direct); Common Stock — 2,209.984 shares (Indirect, By Trustee of ESOP)
Footnotes (1)
  1. Shares withheld on vesting of restricted stock award to cover tax withholding. Based on market closing price on the trading day before the transaction date. Includes shares allocated to the reporting person in connection with an employee stock ownership plan.
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FAQ

What insider transaction did Atlantic Union Bankshares (AUB) report for Bradley S. Haun?

Atlantic Union Bankshares reported that EVP and Chief Risk Officer Bradley S. Haun had 867 common shares withheld. The shares were used to satisfy tax obligations triggered by the vesting of restricted stock awards, rather than representing open-market purchases or sales.

How many Atlantic Union Bankshares (AUB) shares were withheld for Bradley S. Haun’s taxes?

A total of 867 Atlantic Union Bankshares common shares were withheld for Bradley S. Haun. This consisted of 501 shares on February 22 and 366 shares on February 23, all tied to tax withholding on vested restricted stock awards.

What are Bradley S. Haun’s Atlantic Union Bankshares (AUB) share holdings after the reported transactions?

After the reported tax-withholding dispositions, Bradley S. Haun held 23,674.33 Atlantic Union Bankshares common shares directly. He also beneficially held 2,209.9844 additional shares indirectly through allocations in an employee stock ownership plan managed by a trustee.

Were Bradley S. Haun’s Atlantic Union Bankshares (AUB) transactions open-market sales?

No, the reported transactions were not open-market sales. The Form 4 shows code F transactions, which are shares withheld on vesting of restricted stock awards to cover tax withholding obligations, based on prior trading-day closing prices.

What transaction code was used in Bradley S. Haun’s Atlantic Union Bankshares (AUB) Form 4?

The Form 4 lists transaction code F for Bradley S. Haun’s activity. Code F indicates payment of tax liability or exercise price by delivering or withholding securities, here specifically for tax withholding on vested restricted stock awards.

How are indirect Atlantic Union Bankshares (AUB) shares held for Bradley S. Haun?

Bradley S. Haun’s indirect Atlantic Union Bankshares holdings are through an employee stock ownership plan. The filing notes 2,209.9844 shares allocated to him in the plan, with ownership reported as indirect and held by a trustee for his benefit.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Haun Bradley S.

(Last) (First) (Middle)
C/O ATLANTIC UNION BANKSHARES CORP
4300 COX ROAD

(Street)
GLEN ALLEN VA 23060

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Atlantic Union Bankshares Corp [ AUB ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP and Chief Risk Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/22/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/22/2026 F 501(1) D $40.65(2) 24,040.33 D
Common Stock 02/23/2026 F 366(1) D $38.87 23,674.33 D
Common Stock 2,209.9844(3) I By Trustee of ESOP
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares withheld on vesting of restricted stock award to cover tax withholding.
2. Based on market closing price on the trading day before the transaction date.
3. Includes shares allocated to the reporting person in connection with an employee stock ownership plan.
/s/ Rachael R. Lape, Attorney-in-Fact 02/25/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.