STOCK TITAN

Atlantic Union (NYSE: AUB) EVP disposes shares to cover tax withholding

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

Rhea-AI Filing Summary

Atlantic Union Bankshares Corp executive vice president Shawn E. O'Brien reported two tax-related share dispositions of company common stock. On February 23, 2026, 487 shares were withheld at $38.87 per share, and on February 22, 2026, 439 shares were withheld at $40.65 per share, both to cover tax obligations on vesting restricted stock awards.

After these transactions, O'Brien directly held 25,226.479 common shares. He also had an additional 272.2739 shares held indirectly through an employee stock ownership plan via a trustee, reflecting his ongoing equity stake in Atlantic Union Bankshares.

Positive

  • None.

Negative

  • None.
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*
O'Brien Shawn E.

(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
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 439(1) D $40.65(2) 25,713.479 D
Common Stock 02/23/2026 F 487(1) D $38.87 25,226.479 D
Common Stock 272.2739(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.

FAQ

What insider transactions did AUB executive Shawn E. O'Brien report?

Shawn E. O'Brien reported two dispositions of Atlantic Union Bankshares common stock for tax withholding. On February 22 and 23, 2026, a total of 926 shares were withheld upon restricted stock vesting, using market prices from the prior trading days to determine the value.

Were Shawn E. O'Brien’s AUB share dispositions open-market sales?

No, the reported AUB share dispositions were not open-market sales. The filing states the shares were withheld on vesting of restricted stock awards to cover tax withholding obligations, with transaction prices based on the market closing price on the trading day before each transaction date.

How many AUB shares does Shawn E. O'Brien hold after these transactions?

After the reported transactions, Shawn E. O'Brien directly holds 25,226.479 shares of Atlantic Union Bankshares common stock. He also has 272.2739 additional shares held indirectly through an employee stock ownership plan, which are allocated to him in connection with that ESOP arrangement.

What do the Form 4 tax-withholding dispositions mean for AUB shareholders?

The tax-withholding dispositions reflect shares withheld from Shawn E. O'Brien’s restricted stock vesting, not discretionary selling. This is a common administrative mechanism for covering income taxes on equity compensation and does not, by itself, signal a strategic change in his investment view of AUB.

How were the transaction prices for AUB shares determined in this Form 4?

The transaction prices were based on market closing prices on the prior trading day. The filing notes that the per-share values of $38.87 and $40.65 used for the tax-withholding dispositions were derived from the closing prices before each respective transaction date.

What is the role of the ESOP in Shawn E. O'Brien’s AUB holdings?

Part of Shawn E. O'Brien’s Atlantic Union Bankshares ownership comes through an employee stock ownership plan. The filing explains that 272.2739 shares are allocated to him in the ESOP and are held indirectly by a trustee on his behalf as part of his employee benefits.
Atlantic Un Bankshares Corp

NYSE:AUB

AUB Rankings

AUB Latest News

AUB Latest SEC Filings

AUB Stock Data

5.45B
140.53M
Banks - Regional
State Commercial Banks
Link
United States
GLEN ALLEN