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Union Bankshares, Inc., parent of Union Bank, reports on a community banking franchise focused on northern Vermont and New Hampshire, offering full retail, commercial, municipal, and wealth management services through 18 branches and three loan centers. The business is heavily driven by net interest income from loans and investments funded primarily by core deposits.
For the year ended December 31, 2025, average loans were 98.4% of average deposits, underscoring a loan‑centric balance sheet. The company highlights key risk areas—credit concentration in its two‑state footprint, interest rate and liquidity risk, securities valuation swings, and extensive regulatory and consumer‑protection oversight—while noting that Union Bank remains well capitalized, with Tier 1 and total risk‑based capital ratios of 11.87% and 12.81% at year‑end 2025.
Union Bankshares Inc officer Stephen H. Kendall reported new holdings in the company’s common stock. On March 11, 2026, he received 2,301 shares as a grant of restricted stock units that will be settled in shares if future vesting conditions are met, bringing his direct ownership to 11,495.5266 shares.
The filing also notes that on February 5, 2026, he acquired 105.7805 shares through the company’s Dividend Reinvestment Plan, which automatically reinvests cash dividends into additional shares. Both transactions appear to be routine compensation and dividend reinvestment activity rather than open-market trading.
Locklin Carrie R reported acquisition or exercise transactions in this Form 4 filing.
UNION BANKSHARES INC reported that Carrie R. Locklin, an officer of Union Bank, received a grant of 920 shares of common stock on March 11, 2026. The award was recorded at a price of $0.0000 per share as a compensation grant, not a market purchase.
After this grant, Locklin’s direct holdings increased to 3,273.3695 shares of common stock. According to the footnote, the award represents restricted stock units that will be settled in shares of common stock, subject to vesting conditions being satisfied in future periods.
Silverman David Scott reported acquisition or exercise transactions in this Form 4 filing.
Union Bankshares Inc. President and CEO David Scott Silverman received a grant of 6,153 shares of common stock in the form of restricted stock units. These units will be settled in shares of common stock if vesting conditions are met in future periods. Following this award, his directly held common stock position reported in this filing is 45,864.17 shares.
Hale Karyn J reported acquisition or exercise transactions in this Form 4 filing.
Union Bankshares Inc reported that Chief Financial Officer Karyn J. Hale received a grant of 2,939 shares of common stock in the form of restricted stock units. The award carries no purchase price and is part of her equity compensation.
The restricted stock units will be settled in shares of common stock, subject to vesting conditions in future periods. Following this grant, Hale directly holds a total of 11,749.1361 shares of Union Bankshares common stock.
Union Bankshares Inc. reported that Jonathan Jay Gould, an officer of Union Bank, received a grant of 2,750 restricted stock units of common stock at no cost. These RSUs will settle in shares if future vesting conditions are met, raising his direct holdings to 14,829.7241 shares. He also acquired 149.6353 common shares on February 5, 2026 at $24.7444 per share through the Company’s Dividend Reinvestment Plan, a routine reinvestment of cash dividends into additional stock.
Union Bankshares Inc. reported that Vincent W. Schoenig, an officer of Union Bank, received a grant of 2,301 restricted stock units of common stock on March 11, 2026. The units will be settled in shares of common stock if future vesting conditions are met.
The filing also shows that on February 5, 2026, Schoenig acquired 47.374 shares of common stock at $24.7444 per share through the Company’s Dividend Reinvestment Plan. Following these transactions, he directly holds 6,984.3331 shares of Union Bankshares common stock.
Union Bankshares Inc. officer Patricia N. Hogan reported several equity transactions in company common stock. She received a grant of 2,301 restricted stock units that will be settled in shares of common stock if future vesting conditions are met. On the same Form 4, she acquired 108.5795 shares on February 5, 2026 through the company’s Dividend Reinvestment Plan and purchased 8.572 shares in an open-market or private transaction at $25.2846 per share. Following these transactions, she directly owns 11,858.8203 shares of Union Bankshares common stock.
Union Bankshares, Inc. has named Jeffery F. Weidley as the next President and future Chief Executive Officer of the company and Union Bank, succeeding long-time leader David S. Silverman upon his retirement in July 2026. Weidley will join as President on May 4, 2026, while Silverman remains CEO through a transition period ending July 3, 2026, after which Weidley will also become CEO.
Weidley, age 42, will receive a $500,000 annual base salary, a sign-on grant of 3,000 RSUs vesting over about three years, relocation assistance including a $25,000 payment, and participation in key executive incentive, retirement, and insurance programs, including a split dollar life insurance policy with a $700,000 face amount. His employment agreement runs for an initial three-year term with severance protections if terminated without cause or for good reason.
A separate change-in-control agreement provides for enhanced cash severance of 200% of base salary and short-term bonus and continuation of health benefits for twenty-four months if he experiences a qualifying termination in connection with a change in control, along with non-compete, non-solicitation, confidentiality, and non-disparagement covenants.
Union Bankshares, Inc. filed a current report describing the distribution of its unaudited Fourth Quarter 2025 Report to Shareholders. This Quarterly Report covers the company’s results of operations and financial condition for the three and twelve months ended December 31, 2025, and includes the declaration of a regular quarterly dividend.
The shareholder report is provided as Exhibit 99.1 to the filing, which is furnished, not filed, for securities law purposes.