Union Bankshares Inc
UNBAs of the close on Sep 25, 2026
Price
$23.60
Market cap
$117M
P/E (diluted TTM)
9.1
EPS (TTM)
$2.59
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Union Bankshares Inc 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 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 22, 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 |
|---|---|---|---|---|
| MORGAN STANLEY | 2026-03-31 | 19,802 | $482K | SEC filing |
| Community Financial Services Group, LLC | 2026-03-31 | 8,180 | $200K | SEC filing |
| Farther Finance Advisors, LLC | 2026-03-31 | 62 | $1.51K | SEC filing |
| CWM, LLC | 2026-03-31 | 99 | $2.41K | SEC filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 1,812 | $44.1K | SEC filing |
| 1620 INVESTMENT ADVISORS, INC. | 2026-03-31 | 120 | $2.92K | SEC filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2026-03-31 | 11,210 | $273K | SEC filing |
| JPMORGAN CHASE & CO | 2026-03-31 | 1,479 | $35.8K | SEC filing |
| RENAISSANCE TECHNOLOGIES LLC | 2026-03-31 | 18,232 | $443K | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 4 | $98 | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 11,546 | $281K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 372 | $9.05K | SEC filing |
| Clean Yield Group | 2026-03-31 | 450 | $10.9K | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 9 | $219 | SEC filing |
| FMR LLC | 2026-03-31 | 696 | $16.9K | SEC filing |
| CITIGROUP INC | 2026-03-31 | 191 | $4.65K | SEC filing |
| RHUMBLINE ADVISERS | 2026-03-31 | 2,831 | $68.8K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 941 | $22.9K | SEC filing |
- Each value is checked against Union Bankshares Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- 2 rows left out: the value per share they report is far from Union Bankshares Inc's share prices on file from around the report date, far from the value most filers reported for that date, or the value of a security already left out, so they may describe another security or share class.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.
- Tower Research Capital LLC (TRC): 455 shares reported 2025-12-31; 941 shares reported 2026-03-31.
- RHUMBLINE ADVISERS: 2,461 shares reported 2025-12-31; 2,831 shares reported 2026-03-31.
- CITIGROUP INC: 83 shares reported 2025-12-31; 191 shares reported 2026-03-31.
- FMR LLC: 647 shares reported 2025-12-31; 696 shares reported 2026-03-31.
- PNC FINANCIAL SERVICES GROUP, INC.: 11 shares reported 2025-12-31; 9 shares reported 2026-03-31.
- Clean Yield Group: 450 shares reported 2025-12-31; 450 shares reported 2026-03-31.
- Ameritas Investment Partners, Inc.: 372 shares reported 2025-12-31; 372 shares reported 2026-03-31.
- CITADEL ADVISORS LLC: 12,996 shares reported 2025-12-31; 11,546 shares reported 2026-03-31.
- EverSource Wealth Advisors, LLC: 1 share reported 2025-12-31; 4 shares reported 2026-03-31.
- RENAISSANCE TECHNOLOGIES LLC: 18,032 shares reported 2025-12-31; 18,232 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 1,454 shares reported 2025-12-31; 1,479 shares reported 2026-03-31.
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 11,210 shares reported 2025-12-31; 11,210 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
14 filers have only one report here.
Independent insiders buying near the same time
- 2025-10-31–2025-11-06: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2023-09-13–2023-09-13: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-11-03–2022-11-10: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2022-05-05–2022-05-10: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2022-02-01–2022-02-03: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-12-10–2021-12-16: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2021-11-02–2021-11-04: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-08-03–2021-08-05: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-05-04–2021-05-06: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2021-02-03–2021-02-05: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-02-05 | Hogan Patricia N · Other | Common Stock | P — Open market or private purchase | +9 | 25.28 | SEC filing |
| 2025-12-01 | Van Dyke Cornelius John · Chairman | Common Stock | P — Open market or private purchase | +50 | 22.60 | SEC filing |
| 2025-12-01 | Van Dyke Cornelius John · Chairman | Common Stock | P — Open market or private purchase | +200 | 22.61 | SEC filing |
| 2025-11-06 | Hogan Patricia N · Other | Common Stock | P — Open market or private purchase | +9 | 23.09 | SEC filing |
| 2025-11-05 | Parent Mary K · Director | Common Stock | P — Open market or private purchase | +50 | 23.53 | SEC filing |
| 2025-10-31 | Van Dyke Cornelius John · Chairman | Common Stock | P — Open market or private purchase | +200 | 22.44 | SEC filing |
| 2025-08-07 | Hogan Patricia N · Other | Common Stock | P — Open market or private purchase | +8 | 27.01 | SEC filing |
| 2025-05-01 | Hogan Patricia N · Other | Common Stock | P — Open market or private purchase | +6 | 34.67 | SEC filing |
Showing 8 of 11 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-20 | Sargent Gregory D · Director | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
| 2026-05-20 | Frame Walter B III · Other | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
| 2026-05-20 | Putnam Nancy C · Director | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
| 2026-05-20 | Cote Steven P · Other | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
| 2026-05-20 | SPITLER JANET P · Director | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
| 2026-05-20 | Bugbee Dawn D · Director | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
| 2026-05-20 | Parent Mary K · Director | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
| 2026-05-20 | Sargent Timothy Willis · Vice-Chairman | Common Stock | A — Grant, award, or other acquisition | +694 | SEC filing |
Showing 8 of 29 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-05 | Hogan Patricia N · Other | Common Stock | J — Other acquisition or disposition | +109 | SEC filing |
| 2026-02-05 | Schoenig Vincent W · Other | Common Stock | J — Other acquisition or disposition | +47 | SEC filing |
| 2026-02-05 | Kendall Stephen H · Other | Common Stock | J — Other acquisition or disposition | +106 | SEC filing |
| 2026-02-05 | Gould Jonathan Jay · Other | Common Stock | J — Other acquisition or disposition | +150 | SEC filing |
| 2025-11-06 | Kendall Stephen H · Other | Common Stock | J — Other acquisition or disposition | +93 | SEC filing |
| 2025-11-06 | Schoenig Vincent W · Other | Common Stock | J — Other acquisition or disposition | +36 | SEC filing |
| 2025-11-06 | Hogan Patricia N · Other | Common Stock | J — Other acquisition or disposition | +96 | SEC filing |
| 2025-11-06 | Gould Jonathan Jay · Other | Common Stock | J — Other acquisition or disposition | +134 | SEC filing |
Showing 8 of 10 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.