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. director reports stock grant
A director of Atlantic Union Bankshares Corp. (AUB) reported receiving 992 shares of common stock on 01/02/2026. The transaction is coded as an acquisition at a reported price of $0, and the footnote explains it was a direct issue from the company. Following this grant, the director beneficially owns 80,031 shares of Atlantic Union Bankshares common stock, held directly.
Atlantic Union Bankshares Corp director reports phantom stock award
A director of Atlantic Union Bankshares Corp (AUB) filed a Form 4 reporting an acquisition of 567 shares of phantom stock on 01/02/2026, recorded at a reference price of $35.3 per share. Following this transaction, the director beneficially owns 3,005.958 phantom stock units held indirectly through a trustee of a non-qualified deferred compensation plan.
Each phantom stock unit is the economic equivalent of one share of AUB common stock and becomes payable in cash or common stock at the time and form elected by the director, subject to plan rules that require installment distributions to be paid only in cash. The reported holdings also reflect 26.386 additional shares accumulated through dividend reinvestment since the director’s last report.
Atlantic Union Bankshares Corp director reports additional phantom stock holdings. A director of Atlantic Union Bankshares Corp reported a deferred compensation transaction dated 01/02/2026 involving phantom stock tied to the company’s common shares.
The director acquired 567 shares of phantom stock at a reference price of $35.3 per share, bringing the director’s total phantom stock holdings to 10,389.487 shares, which includes 106.266 shares accumulated through dividend reinvestment. Each phantom stock share is the economic equivalent of one share of common stock and will be settled in cash or common stock, or installments payable only in cash, according to the director’s deferred compensation elections.
Atlantic Union Bankshares Corp director reported a new deferred compensation award in the form of phantom stock. On 01/02/2026, the reporting person acquired 567 shares of phantom stock, coded as an acquisition of a derivative security. The reference value for this award was $35.3 per share, based on the market closing price on the last trading day before the transaction date.
Each share of phantom stock is the economic equivalent of one share of common stock and will be paid out in cash or common stock at the time chosen in the director’s deferred compensation election, with installment elections payable only in cash. After this transaction, the director beneficially owned 12,708.892 shares of phantom stock held indirectly through a trustee of a non-qualified deferred compensation plan, which amount includes 131.360 additional shares accumulated through dividend reinvestment since the prior report.
Atlantic Union Bankshares Corporation disclosed that it will host a quarterly earnings conference call and webcast on Thursday, January 22, 2026, at 9:00 a.m. Eastern Time. During the call, the company plans to discuss its financial results for the fourth quarter and full year 2025 and provide an update on recent activities. Details for accessing the call and webcast are provided in a press release dated December 30, 2025, which is included as Exhibit 99.1.
Atlantic Union Bankshares Corporation announced it is hosting an Investor Day at the New York Stock Exchange on December 10, 2025, where its executive management team will discuss the company’s strategic priorities and future plans. The event presentation includes an updated 2025 financial outlook, a 2026 financial outlook, and medium-term financial targets, giving investors a view of how management currently sees the company’s path ahead.
The Investor Day materials are available as a presentation filed as Exhibit 99.1 and can also be accessed through the Investor Relations section of the company’s website, along with a live webcast and replay. The information shared in connection with this event is furnished under Regulation FD rather than filed under the Exchange Act.
Atlantic Union Bankshares Corporation filed a report announcing that it will host an investor day at the New York Stock Exchange on December 10, 2025, beginning at 11:45 a.m. Eastern Time. Members of the executive management team are expected to present at the event.
Investors and other interested parties may attend the investor day either in person at 11 Wall Street in New York, New York, or virtually by following the access instructions provided in the related press release. The press release describing the event is included as Exhibit 99.1 to the report and is furnished, rather than filed, under Regulation FD.
Atlantic Union Bankshares (AUB) reported Q3 2025 results reflecting the April 1, 2025 Sandy Spring acquisition. Net income was $92.1 million, up from $76.4 million a year ago, as net interest income rose to $319.2 million from $182.9 million. Expenses also increased, including merger-related costs of $34.8 million and amortization of intangible assets of $18.1 million. The provision for credit losses was $16.2 million versus $2.6 million.
The balance sheet expanded: total assets reached $37.1 billion (from $24.6 billion), loans held for investment were $27.1 billion (from $18.3 billion), and deposits were $30.7 billion (from $20.4 billion). Goodwill increased to $1.73 billion, and accumulated other comprehensive loss improved to $(283.1) million.
Share count rose with deal and equity activity: the company issued 41.0 million shares for the Sandy Spring merger and 11.34 million shares upon forward sale settlement. Basic EPS was $0.63 vs $0.82, reflecting higher average shares. The company declared $0.34 per common share in dividends. Common shares outstanding were 142,518,152 as of October 28, 2025.
Atlantic Union Bankshares Corp (AUB) filed a Form 13F Holdings Report, detailing its institutional equity positions for the period. The filing lists 3,378 reportable holdings with an aggregate Form 13F Information Table Value Total of $5,310,551,359.
The report includes 3 other included managers: Atlantic Union Bank; West Financial Services, Inc.; and SSB Wealth Management, Inc. The certification is signed by Executive Vice President and CFO Robert M. Gorman.
Atlantic Union Bankshares Corporation furnished an investor presentation under Item 7.01 (Regulation FD). The presentation (Exhibit 99.1) contains information management will use in meetings with investors, analysts, and other parties during the fourth quarter of 2025. It is available in the Investor Relations section of the Company’s website under News & Events > Presentations.
The materials are furnished and not deemed filed under the Securities Exchange Act of 1934.