Atlantic Union Bankshares Corp
AUBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Atlantic Union Bankshares Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 14, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Arax Advisory Partners | 2026-03-31 | 461 | $16.5K | SEC filing |
| Connecticut Wealth Management, LLC | 2026-03-31 | 30,231 | $1.08M | SEC filing |
| FJ Capital Management LLC | 2026-03-31 | 72,243 | $2.58M | SEC filing |
| Handelsbanken Fonder AB | 2026-03-31 | 34,716 | Not shown | SEC filing |
| FIDELIS CAPITAL PARTNERS, LLC | 2026-03-31 | 22,885 | $818K | SEC filing |
| Root Financial Partners, LLC | 2026-03-31 | 448 | $16K | SEC filing |
| iSAM Funds (UK) Ltd | 2026-03-31 | 23,382 | $836K | SEC filing |
| CAPTRUST FINANCIAL ADVISORS | 2026-03-31 | 29,537 | $1.06M | SEC filing |
| Central Pacific Bank - Trust Division | 2026-03-31 | 5,397 | $193K | SEC filing |
| CONNABLE OFFICE INC | 2026-03-31 | 10,847 | $388K | SEC filing |
| CoreCap Advisors, LLC | 2026-03-31 | 2,316 | $82.8K | SEC filing |
| BESSEMER GROUP INC | 2026-03-31 | 108,358 | Not shown | SEC filing |
| Aristotle Capital Boston, LLC | 2026-03-31 | 541,900 | $19.4M | SEC filing |
| State of Tennessee, Department of Treasury | 2026-03-31 | 57,696 | $2.06M | SEC filing |
| GAMCO INVESTORS, INC. ET AL | 2026-03-31 | 181,207 | $6.48M | SEC filing |
| Owl Creek Wealth Partners LLC | 2026-03-31 | 569 | $20.3K | SEC filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2026-03-31 | 1,380,238 | $49.3M | SEC filing |
| State of New Jersey Common Pension Fund D | 2026-03-31 | 65,339 | $2.34M | SEC filing |
| Pathstone Holdings, LLC | 2026-03-31 | 13,930 | $498K | SEC filing |
| Essential Partners LLC | 2026-03-31 | 731 | $26.1K | SEC filing |
- Each value is checked against Atlantic Union Bankshares Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Atlantic Union Bankshares Corp's share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-04-20 | AGEE NANCY H · Director | Common Stock | P — Open market or private purchase | +650 | 39.05 | SEC filing |
| 2025-08-08 | Ellett Frank Russell · Director | Common Stock | P — Open market or private purchase | +1,441 | 31.49 | SEC filing |
| 2025-08-07 | Ellett Frank Russell · Director | Common Stock | P — Open market or private purchase | +5,000 | 31.54 | SEC filing |
| 2025-08-06 | Ellett Frank Russell · Director | Common Stock | P — Open market or private purchase | +5,000 | 31.79 | SEC filing |
| 2025-08-05 | Ellett Frank Russell · Director | Common Stock | P — Open market or private purchase | +5,000 | 31.32 | SEC filing |
| 2025-07-28 | Asbury John C · PRESIDENT AND CEO | Common Stock | P — Open market or private purchase | +7,500 | 32.91 | SEC filing |
Showing 6 of 6 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-13 | Dodd Alexander D · EVP & CFO | Common Stock | A — Grant, award, or other acquisition | +16,447 | SEC filing |
| 2026-04-01 | Engola Paul · Director | Common Stock | A — Grant, award, or other acquisition | +979 | SEC filing |
| 2026-04-01 | SCHRIDER DANIEL J · Director | Common Stock | A — Grant, award, or other acquisition | +560 | SEC filing |
| 2026-04-01 | O'Hara Michelle A. · Director | Common Stock | A — Grant, award, or other acquisition | +560 | SEC filing |
| 2026-04-01 | WAMPLER KEITH L · Director | Common Stock | A — Grant, award, or other acquisition | +560 | SEC filing |
| 2026-04-01 | Micklem Mark C · Director | Common Stock | A — Grant, award, or other acquisition | +560 | SEC filing |
| 2026-04-01 | KIMBLE DONALD R · Director | Common Stock | A — Grant, award, or other acquisition | +560 | SEC filing |
| 2026-04-01 | SCHREINER LINDA V · Director | Common Stock | A — Grant, award, or other acquisition | +560 | SEC filing |
Showing 8 of 20 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-04-01 | SCHRIDER DANIEL J · Director | Common Stock | D — Disposition to the issuer | −12,906 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.