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.
Atlantic Union Bankshares Corporation filings document a Virginia bank holding company's operating results, capital structure, governance and material events. Recent 8-K reports furnish quarterly financial results, investor presentations, Regulation FD materials and capital-return actions involving common stock repurchases.
Proxy and material-event filings disclose board and shareholder-vote matters, executive compensation and amendments to the company's articles of incorporation, including removal of supermajority voting requirements. Other filings record completed corporate actions such as the sale of the company's interest in Bearing Insurance Group, along with risk, forward-looking-statement and financial-condition disclosures relevant to its banking, trust and wealth management operations.
Atlantic Union Bankshares EVP & General Counsel Rachael R. Lape reported routine equity compensation transactions. She received a grant of 4,231 shares of common stock as a time-based restricted stock award, which will vest over a specified schedule.
On the same Form 4, 368 shares were disposed of at $37.06 per share to cover tax withholding upon vesting of a restricted stock award, as noted in the footnote. After these direct transactions, she held 23,867 direct shares, plus 3,361.0536 shares held indirectly by a trustee of an ESOP.
Atlantic Union Bankshares Corp executive vice president Matthew L. Linderman reported equity compensation and related tax withholding in company stock. On March 2, 2026, he acquired 4,681 shares of common stock as a time-based restricted stock award at no cash cost, increasing his direct holdings to 18,499 shares.
On February 27, 2026, 432 shares were disposed of at $37.06 per share to cover tax withholding on a vesting restricted stock award, a non-open-market transaction. He also has 44.7468 shares held indirectly through a trustee of an ESOP.
Atlantic Union Bankshares Corp executive Clare Miller reported equity compensation and related tax withholding transactions in company stock. On March 2, 2026, Miller acquired 4,034 shares of common stock as a time-based restricted stock award granted at no cash cost, subject to a vesting schedule.
On February 27, 2026, 498 shares of common stock at $37.06 per share were disposed of to cover tax withholding due on a vesting restricted stock award, rather than through an open-market sale. After these transactions, Miller reported 15,821 directly owned shares and 97.1546 shares held indirectly through a trustee of an ESOP.
Atlantic Union Bankshares Corp executive vice president Shawn E. O'Brien reported routine equity compensation and related tax withholding in company stock.
On March 2, 2026, he acquired 7,281 shares of common stock as a grant of time-based restricted stock, at a stated price of $0.00 per share, increasing his directly held shares to 32,041.479. The award is subject to a vesting schedule.
On February 27, 2026, 466 shares of common stock were disposed of at $37.06 per share to cover tax withholding on the vesting of a restricted stock award, leaving 24,760.479 shares held directly after that transaction. He also holds 272.2739 shares indirectly through a trustee of the ESOP.
Atlantic Union Bankshares Corp executive David V. Ring reported mixed stock transactions. He received a grant of 8,169 shares of common stock as a time-based restricted stock award subject to a vesting schedule. Separately, 588 shares were withheld at $37.06 per share to cover tax withholding upon vesting of a restricted stock award. He now directly holds 52,675.422 shares and indirectly holds 505.409 shares through an ESOP trustee.
Atlantic Union Bankshares Corp EVP Maria P. Tedesco reported mixed equity transactions in company stock. On March 2, 2026, she acquired 13,505 shares of common stock as a time-based restricted stock award granted at $0.00 per share, increasing her direct holdings to 101,024.873 shares. On February 27, 2026, 1,786 shares were disposed at $37.06 per share to satisfy tax withholding on vesting, leaving 87,519.873 directly held shares. She also reports 394.4267 shares held indirectly through an ESOP trustee.
Atlantic Union Bankshares Corp executive Douglas F. Woolley III reported equity compensation and related tax withholding transactions in company stock. He received a grant of 4,409 shares of time-based restricted common stock, awarded at no cash price and subject to a vesting schedule. After this grant, his directly held common stock increased to 36,019.832 shares.
On a separate date, 414 shares of common stock were withheld at a price of $37.06 per share to cover tax withholding due upon vesting of a restricted stock award, a non‑open‑market, tax‑related disposition. In addition to his direct holdings, 7,304.1003 shares are held indirectly by a trustee of an employee stock ownership plan.
Atlantic Union Bankshares Corporation furnished an updated investor presentation that its management will use in meetings with investors, analysts, and other interested parties during the first quarter of 2026. The presentation is available as Exhibit 99.1 and can also be accessed through the Investor Relations section of the company’s website.
Atlantic Union Bankshares Corporation outlines its 2025 performance and strategy as a growing Mid-Atlantic regional bank. The company ended December 31, 2025 with $37.6 billion in assets, $30.5 billion in deposits, $27.8 billion in loans held for investment and $5.0 billion in stockholders’ equity.
During 2025 it completed the acquisition of Sandy Spring Bancorp, adding more than 50 branches across Virginia, Maryland and Washington, D.C., and later sold $2.0 billion of performing CRE loans marked at $1.8 billion, generating a $10.9 million pre-tax gain. It also physically settled forward sale agreements by delivering 11,338,028 common shares and received approximately $385.0 million in proceeds, while remaining well capitalized under regulatory standards.
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.