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 executive vice president and general counsel Rachael R. Lape reported routine share withholdings tied to equity compensation. On February 23, 2026, 277 shares of common stock were disposed of at $38.87 per share to cover tax withholding on a restricted stock vesting. On February 22, 2026, 378 shares were similarly disposed of at $40.65 per share for tax withholding. After these transactions, she directly held 20,004 common shares, and indirectly held 3,361.0536 shares through an employee stock ownership plan allocation.
Atlantic Union Bankshares Corp EVP & CCO Douglas F. Woolley III reported share dispositions tied to tax withholding, not open-market sales. On tax dates, he had 249 common shares withheld at $38.87 per share and 368 shares withheld at $40.65 per share to cover tax liabilities upon vesting of restricted stock awards. After these transactions, he directly owned 32,024.832 common shares, and separately had 7,304.1003 shares held indirectly through an employee stock ownership plan as trustee.
Atlantic Union Bankshares Corp executive Clare Miller reported tax-related share dispositions under the company’s equity plans. On February 23, restricted stock vesting triggered a disposition of 225 shares of common stock at $38.87 per share to cover tax withholding.
On February 22, another restricted stock vesting led to 388 shares disposed at $40.65 per share for the same purpose. After these transactions, Miller directly owned 12,285 common shares. An additional 97.1546 shares were held indirectly through an employee stock ownership plan trust.
Atlantic Union Bankshares Corp EVP Matthew L. Linderman reported small share dispositions tied to tax withholding, not open‑market sales. On February 22 and February 23, a total of 376 and 449 shares of common stock, respectively, were withheld to cover taxes upon vesting of restricted stock awards, at reference prices of $40.65 and $38.87 per share based on market closing prices. After these transactions, he directly holds about 14,250 common shares and also has an additional 44.7468 shares held indirectly through an employee stock ownership plan trustee.
Atlantic Union Bankshares Corporation appointed Alexander D. Dodd, 49, as Executive Vice President and Chief Financial Officer of the company and Atlantic Union Bank, effective April 13, 2026. He succeeds Robert M. Gorman, who will retire as CFO on that date after nearly 14 years with the company.
Gorman will stay through September 30, 2026 as Executive Vice President and Senior Financial Advisor, then serve as a non-employee consultant for one year. Dodd’s employment agreement provides a $590,000 minimum annual base salary, a $500,000 sign-on cash bonus, and sign-on equity awards targeted at $900,000 in restricted stock and performance units, along with severance and change-in-control protections.
Atlantic Union Bankshares Corp EVP Maria P. Tedesco reported mixed equity movements tied to incentive compensation. She acquired 9,874 shares of common stock on February 19, 2026 from the vesting of performance share units that were granted on February 23, 2023.
On the same date, 4,429 shares were disposed of to cover tax withholding obligations upon vesting. After these transactions, she directly owned 91,626.873 common shares, and indirectly held 335.4406 shares through a trustee of the company ESOP.
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.