Atlantic Union Bankshares Insider Ups Phantom Stake to 11.3k Units

Q: What did AUB disclose in the July 2025 Form 4?

Director Frederick Blair Wimbush acquired 639 phantom stock units on 07/01/2025 under the deferred-compensation plan.

Q: How many AUB shares does the director now beneficially own?

After the reported transaction, he indirectly owns 11,328.928 phantom stock units equivalent to common shares.

Q: What price was attributed to the phantom stock units?

The units were valued at the prior-day closing price of $31.28 per share.

Q: Was this an open-market purchase of AUB common stock?

No. The units were credited through a non-qualified deferred-compensation plan , not bought on the open market.

Q: Does the filing signal bullish or bearish sentiment for AUB?

Impact is neutral ; the small, plan-based accrual shows continued insider alignment but offers limited predictive value.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Atlantic Union Bankshares Corp. (AUB) Form 4 filing: Director Frederick Blair Wimbush acquired 639 phantom stock units on 07/01/2025 under the company’s non-qualified deferred compensation plan at a reference price of $31.28 (prior-day close). Each phantom unit is economically equivalent to one common share, payable in cash or stock upon distribution. The director’s total phantom stock holdings now stand at 11,328.928 units, which includes 117.472 units received through dividend reinvestment since his last filing. Ownership is reported as indirect, held by the trustee of the deferred-compensation plan. No open-market purchases or sales of common stock were reported, and there were no changes in direct share ownership.

While the transaction modestly increases insider exposure (~$20k), it appears to be part of a routine deferred-compensation election rather than a discretionary purchase, limiting its immediate market significance.

Positive

Insider alignment: Director’s cumulative phantom stake rises to 11,328.928 units, maintaining incentive linkage with shareholder value.
No disposals: The filing reports only acquisitions; no sales that might signal insider concern.

Negative

Low materiality: Transaction value (~$20k) is small relative to AUB’s market capitalization.
Not open-market: Phantom stock arises from deferred-compensation, offering weaker bullish signal than a cash purchase.

Insights

TL;DR – Routine phantom stock accrual; limited market impact.

The filing shows a small, plan-based increase in phantom stock (639 units, ~$20k) by Director Wimbush. Because phantom stock is granted via deferred-compensation and settled at a future date, it does not represent an open-market vote of confidence, though it does keep insider incentives aligned with shareholders. Total indirect stake rises to ~11.3k units (~$355k). No red flags or strategic signals emerge; therefore, market impact is neutral.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Wimbush Frederick Blair

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Phantom Stock	639	$31.28	$20K

Holdings After Transaction: Phantom Stock — 11,328.928 shares (Indirect, By Trustee of Non-Qualified Plan (deferred comp))

Footnotes (3)

F1. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the time elected by the reporting person in the reporting person's deferred compensation election form; provided, that if the reporting person elected to receive distributions under the Company's non-qualified deferred compensation plan in installments, such amounts are payable only in cash.
F2. Based on market closing price on the trading day before the transaction date.
F3. Includes 117.472 additional shares acquired through dividend reinvestment since the reporting person's last Form 4.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 07/02/2025 - 11:50 AM

FAQ

What did AUB disclose in the July 2025 Form 4?

Director Frederick Blair Wimbush acquired 639 phantom stock units on 07/01/2025 under the deferred-compensation plan.

How many AUB shares does the director now beneficially own?

After the reported transaction, he indirectly owns 11,328.928 phantom stock units equivalent to common shares.

What price was attributed to the phantom stock units?

The units were valued at the prior-day closing price of $31.28 per share.

Was this an open-market purchase of AUB common stock?

No. The units were credited through a non-qualified deferred-compensation plan, not bought on the open market.

Does the filing signal bullish or bearish sentiment for AUB?

Impact is neutral; the small, plan-based accrual shows continued insider alignment but offers limited predictive value.

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^*

Wimbush Frederick Blair

(Last)

(First)

(Middle)

C/O ATLANTIC UNION BANKSHARES CORP

4300 COX ROAD

(Street)

GLEN ALLEN

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)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2025

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Phantom Stock	⁽¹⁾	07/01/2025		A		639		⁽¹⁾	⁽¹⁾	Common Stock	639	$31.28⁽²⁾	11,328.928⁽³⁾	I	By Trustee of Non-Qualified Plan (deferred comp)

Explanation of Responses:

1. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash or common stock, at the time elected by the reporting person in the reporting person's deferred compensation election form; provided, that if the reporting person elected to receive distributions under the Company's non-qualified deferred compensation plan in installments, such amounts are payable only in cash.

2. Based on market closing price on the trading day before the transaction date.

3. Includes 117.472 additional shares acquired through dividend reinvestment since the reporting person's last Form 4.

	/s/ Rachael R. Lape, Attorney-in-Fact	07/02/2025
	** 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.

Source: View Original Filing on SEC EDGAR