Welcome to our dedicated page for Atlantic Un Bankshares SEC filings (Ticker: AUB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Atlantic Union Bankshares Corporation (NYSE: AUB) SEC filings page provides access to the company’s regulatory disclosures as a Virginia-incorporated financial holding company and bank holding company. Through these filings, investors can review how Atlantic Union Bankshares reports its commercial banking activities, financial condition, and capital actions.
Key documents include annual reports on Form 10-K and quarterly reports on Form 10-Q, where the company discusses its Wholesale Banking and Consumer Banking segments, net interest income, net interest margin, allowance for credit losses, nonperforming assets, and other risk and capital metrics. These reports also describe the impact of acquisitions, such as the Sandy Spring Bancorp, Inc. transaction, including acquired loans, deposits, goodwill, and core deposit intangibles.
Atlantic Union Bankshares also files numerous current reports on Form 8-K. These filings cover quarterly and annual earnings releases, dividend declarations on common stock and Series A perpetual non-cumulative preferred stock, investor day announcements, and the furnishing of investor presentations and handouts. Item 2.02 filings provide results of operations and financial condition, while Item 7.01 filings furnish Regulation FD disclosures such as slide decks and event information.
For those interested in capital and shareholder returns, the filings detail common and preferred stock dividends, as well as equity issuance related to forward sale agreements that the company has described in connection with acquisitions. Investors can also review how the company accounts for acquired purchased credit deteriorated loans and allowance for credit losses under the current expected credit loss framework.
On this page, AI-powered tools can summarize lengthy AUB filings, highlight key changes in asset quality, capital, and earnings, and point out important disclosures about acquisitions, loan sales, and dividend actions. Real-time updates from EDGAR ensure that new 10-K, 10-Q, and 8-K filings, along with insider transaction reports on Form 4 when available, are quickly accessible with plain-language explanations to help users interpret Atlantic Union Bankshares’ regulatory reporting.
Atlantic Union Bankshares Corp EVP Shawn E. O'Brien reported mixed equity award activity in company common stock. On February 19, 2026, he acquired 4,012 shares through vesting of previously granted Performance Share Units, with 1,956 shares withheld to cover tax obligations. After these changes, he directly holds 26,152.479 shares, plus 218.2614 shares held indirectly through an ESOP trust.
Atlantic Union Bankshares Corp executive Douglas F. Woolley III, EVP & CCO, reported equity compensation-related transactions in company common stock. He acquired 1,967 shares at $0.00 per share from the vesting of Performance Share Units granted on February 23, 2023. To cover tax withholding obligations upon vesting, 1,079 shares were disposed of by share withholding rather than a market sale. Following these transactions, Woolley directly owned 32,641.832 common shares and indirectly held 6,963.7647 shares through an ESOP trustee, which includes shares added via dividend reinvestment since his prior filing.
Atlantic Union Bankshares EVP Matthew L. Linderman reported equity compensation activity in company common stock. He acquired 3,061 shares at no cost upon vesting of performance share units that were granted on February 23, 2023, and 1,547 shares were withheld to cover tax obligations, leaving him with 15,075 directly owned shares.
Atlantic Union Bankshares EVP & CHRO Clare Miller reported equity compensation activity in company common stock. On February 19, 2026, she acquired 1,777 shares at no cost through the vesting of Performance Share Units that were granted on February 23, 2023. To cover tax withholding obligations tied to this vesting, 976 shares were disposed of by share withholding rather than an open-market sale. Following these transactions, she holds 12,898 shares directly, plus 50.2733 shares held indirectly by a trustee of the company ESOP.
Atlantic Union Bankshares Corp EVP and CFO Robert Michael Gorman reported equity compensation activity in company common stock. On February 19, 2026, he acquired 7,103 shares at $0.00 per share through the vesting of Performance Share Units that were granted on February 23, 2023. On the same date, 3,273 shares were disposed of to satisfy tax withholding obligations upon that vesting. After these transactions, he directly held 94,117 common shares, and indirectly held 2,340.7184 shares through a trustee of the company ESOP.
Atlantic Union Bankshares Corp EVP David V. Ring reported equity compensation activity involving the company’s common stock. He acquired 5,370 shares at no cost through the vesting of Performance Share Units granted on February 23, 2023, increasing his direct ownership.
To cover tax withholding obligations tied to this vesting, 2,531 shares were withheld and disposed of, leaving Ring with 46,350.422 directly held shares after the transactions. He also reports 441.9043 shares held indirectly through an ESOP trustee.
Atlantic Union Bankshares Corp EVP & General Counsel Rachael R. Lape reported equity award activity in company stock. On February 19, 2026, she acquired 2,193 shares of common stock through a grant/award tied to vesting performance share units originally granted on February 23, 2023.
On the same date, 1,192 shares of common stock were disposed of to cover tax withholding obligations upon vesting, a non‑open‑market, tax-withholding disposition. After these transactions, she held 20,659 shares of common stock directly and 3,181.2719 shares indirectly through an ESOP trustee.
Atlantic Union Bankshares Corp President and CEO John C. Asbury reported equity compensation activity in company common stock. On February 19, 2026, he acquired 20,641 shares through a grant or award, linked to the vesting of Performance Share Units granted on February 23, 2023. On the same date, 11,122 shares were disposed of to satisfy tax withholding obligations upon that vesting. After these transactions, he directly owned 280,051 common shares, and indirectly held 654.1915 shares through a trustee of the ESOP.
Atlantic Union Bankshares Corp filed a Form 13F holdings report as an institutional investment manager. The summary page shows 3,409 reportable positions with a total Form 13F information table value of $5,332,485,886, rounded to the nearest dollar.
The report is filed as a 13F holdings report and includes three other investment managers: Atlantic Union Bank, West Financial Services, Inc., and SSB Wealth Management, Inc. It was signed by Executive Vice President and Chief Financial Officer Robert M. Gorman in Richmond, Virginia on February 4, 2026.
Atlantic Union Bankshares Corporation furnished an investor presentation as Exhibit 99.1 to support meetings with investors, analysts, and other interested parties during the first quarter of 2026. The handout is available in the Investor Relations section of the company’s website under News & Events > Presentations.
The material in the investor handout, including Exhibit 99.1, is being furnished under Regulation FD and is expressly not deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934.