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.
Wimbush Frederick Blair reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares Corp director Frederick Blair Wimbush received a grant of 560 phantom stock units tied to the company’s common stock. The award, held indirectly through a trustee of a non-qualified deferred compensation plan, is valued using a reference price of $35.74 per unit. Each phantom stock unit is the economic equivalent of one share of common stock and becomes payable in cash or common stock, at his election, upon termination of service as a director, with any elected installments under the deferred compensation plan payable only in cash. Following this grant, his indirect phantom stock balance under the plan is 13,268.892 units.
TILLETT RONALD L reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares Corp director Ronald L. Tillett received a grant of 560 shares of phantom stock on April 1, 2026, as part of a non-qualified deferred compensation plan. Each phantom share is economically equivalent to one share of common stock and is payable in cash or common stock at the time he previously elected. After this award, he indirectly holds 10,949.487 phantom stock units through a trustee for the deferred compensation plan.
SHEPHARD JOEL R reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares director Joel R. Shephard received a grant of phantom stock tied to company common shares. On the reported date, a non-qualified deferred compensation plan credited 1 phantom stock unit at a reference price of $35.74, bringing his indirect phantom stock balance to about 3,565.958 units.
Each phantom stock unit is economically equivalent to one share of Atlantic Union Bankshares common stock. These units will be settled in cash or common stock at the time Shephard elected in his deferred compensation elections; if paid in installments under the company’s non-qualified deferred compensation plan, they are payable only in cash.
Stephenson Mona Abutaleb reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares Corp director Mona Abutaleb Stephenson received a grant of 560 shares of Common Stock on April 1, 2026. The shares were issued directly by the company at no cost, classified as a grant or award. Following this transaction, her direct ownership increased to 13,852 Common Stock shares.
SCHRIDER DANIEL J reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares director Daniel J. Schrider received a stock award of 560 shares of Common Stock from the company. The grant was issued directly by the issuer at a stated price of $0.00 per share. Following this compensation-related award, he directly holds 179,344 shares.
WAMPLER KEITH L reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares Corp director Keith L. Wampler received a grant of 560 shares of Common Stock from the company on April 1, 2026. The award was issued directly by the issuer at no stated price per share, bringing his direct holdings to 20,174 shares.
SCHREINER LINDA V reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares Corp director Linda V. Schreiner received a grant of 560 shares of Common Stock on April 1, 2026. The shares were issued directly by the company at a reported price of $0.00 per share, increasing her direct holdings to 25,015.252 shares.
O'Hara Michelle A. reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares Corp director Michelle A. O’Hara received a grant of 560 shares of Common Stock, issued directly by the company at no cost, as reported on a Form 4. Following this award, she directly owns 5,471 shares of Atlantic Union Bankshares common stock.
Atlantic Union Bankshares Corp director Mark C. Micklem received a stock grant of 560 shares of Common Stock on April 1, 2026. The shares were a direct issue from the company at a reported price of $0.00 per share, indicating a compensation-related award rather than a market purchase.
Following this grant, Micklem directly holds a total of 22,263.0541 shares of Atlantic Union Bankshares Corp Common Stock. The filing reflects a routine equity award to a board member, with no accompanying sales or derivative exercises reported in this transaction.
MCCANN PATRICK J reported acquisition or exercise transactions in this Form 4 filing.
Atlantic Union Bankshares Corp director Patrick J. McCann received a grant of 560 shares of Common Stock on April 1, 2026, issued directly by the company as compensation. After this award, he holds 33,185 shares directly. An additional 201 shares are held indirectly in an account owned by his spouse.