Overview
- TickerAUB on NYSE1
- IndustryState Commercial Banks1
- HeadquartersNorth Sydney, Australia1
- Legal formpublic company limited by shares1
- Incorporated inVA4
- Business address4300 Cox Road, Glen Allen, Va 230604
- Filer categoryLarge accelerated filer4
- LEI5493005X7SUBQF3OEG823
- StatusActive3
- LEI statusIssued and current3
- Registered addressLevel 14, 141 Walker Street, 2060 North Sydney, Australia3
- Registered withThe Australian Securities and Investment Commission, 000 000 7153
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Atlantic Union Bankshares Corporation is a financial holding company and bank holding company organized under the laws of the Commonwealth of Virginia and registered under the BHCA. We are headquartered in Richmond, Virginia and provide a wide range of financial services and products to commercial and retail clients through our wholly owned subsidiary bank, Atlantic Union Bank, a Federal Reserve member bank charted under the laws of the Commonwealth of Virginia.7 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Financial statements
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Interest | $161.5M8 | $98.2M9 | $41.1M10 | $76.2M10 | $343.4M10 | |||
| Income before tax | $318.8M10 | $280.0M11 | $239.9M12 | $259.8M12 | $337.0M12 | |||
| Income tax | $37.6M8 | $28.1M9 | $54.8M10 | $45.4M11 | $38.1M12 | $50.7M12 | $63.3M12 | |
| Net income | $193.5M8 | $158.2M9 | $263.9M10 | $234.5M11 | $201.8M12 | $209.1M12 | $273.7M12 | |
| Earnings per share | $2.418 | $1.939 | $3.2610 | $2.9711 | $2.5312 | $2.2912 | $2.0312 | |
| Earnings per share (diluted) | $2.418 | $1.939 | $3.2610 | $2.9711 | $2.5312 | $2.2412 | $2.0312 | |
| Shares (weighted, basic) | 77.4M shares10 | 74.9M shares11 | 75.0M shares12 | 86.1M shares12 | 128.8M shares12 | |||
| Shares (weighted, diluted) | 77.4M shares10 | 75.0M shares11 | 75.0M shares12 | 87.9M shares12 | 129.2M shares12 |
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash | $436.0M15 | $493.3M8 | $802.5M9 | $319.9M10 | $378.1M11 | $354.1M12 | $966.5M12 | |
| Property, plant and equipment | $134.8M9 | $118.2M10 | $91.0M11 | $112.7M12 | $166.8M12 | |||
| Goodwill | $935.6M9 | $925.2M10 | $925.2M11 | $1.2B12 | $1.7B12 | |||
| Intangible assets | $43.3M9 | $26.8M10 | $19.2M11 | $84.6M12 | $315.5M12 | |||
| Total assets | $17.6B15 | $19.6B8 | $20.1B9 | $20.5B10 | $21.2B11 | $24.6B12 | $37.6B12 | |
| Short-term debt | $117.9M9 | $1.3B10 | $920.8M11 | $116.3M12 | $725.4M12 | |||
| Long-term debt | $1.1B15 | $489.8M8 | $388.7M9 | $389.9M10 | $391.0M11 | $418.3M12 | $771.9M12 | |
| Total liabilities | $15.0B15 | $16.9B8 | $17.4B9 | $18.1B10 | $18.6B11 | $21.4B12 | $32.6B12 | |
| Retained earnings | $783.8M9 | $919.5M10 | $1.0B11 | $1.1B12 | $1.2B12 | |||
| Shareholders’ equity | $2.5B9 | $2.7B10 | $2.7B11 | $2.4B12 | $2.6B12 | $3.1B12 | $5.0B12 | |
| Shares outstanding | 80.0M shares15 | 78.7M shares8 | 75.7M shares9 | 74.7M shares10 | 75.0M shares11 | 89.8M shares12 | 141.8M shares12 | 142.5M shares12 |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | $194.8M8 | $231.9M9 | $337.8M10 | $419.7M11 | $278.0M12 | $308.5M12 | $2.2B12 | |
| Stock-based compensation | $10.1M10 | $10.6M10 | $11.1M10 | $13.8M12 | $23.7M12 | |||
| Cash from investing | -$345.4M10 | -$1.3B11 | -$603.3M12 | -$295.7M12 | -$797.4M12 | |||
| Dividends paid | $78.3M8 | $78.9M9 | $84.3M9 | $86.9M9 | ||||
| Share buybacks | $80.3M8 | $49.9M9 | $125.0M10 | $48.2M11 | $011 | $011 | ||
| Cash from financing | $316.9M10 | $375.2M11 | $383.4M12 | -$36.8M12 | -$827.6M12 | |||
| Dividend per share | $0.968 | $1.009 | $1.0910 | $1.1611 | $1.2212 | $1.3012 | $1.3912 |
Corporate structure
AUB GROUP LIMITED sits at the top of its group. 8 entities, 3 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of AUB GROUP LIMITED
- VANGUARD CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on AUB GROUP LIMITED, latest Apr 29, 2026
- VANGUARD PORTFOLIO MANAGEMENT LLC Filed SCHEDULE 13G on AUB GROUP LIMITED, latest Apr 28, 2026
- VANGUARD GROUP INC Filed SCHEDULE 13G/A on AUB GROUP LIMITED, latest Mar 26, 2026 (6 filings since Feb 9, 2022)
- State Street Corporation Filed SCHEDULE 13G on AUB GROUP LIMITED, latest Aug 11, 2025 (3 filings since Oct 16, 2024)
- DIMENSIONAL FUND ADVISORS LP Filed SCHEDULE 13G/A on AUB GROUP LIMITED, latest Jul 15, 2025 (4 filings since Feb 8, 2022)
- BlackRock Filed SCHEDULE 13G/A on AUB GROUP LIMITED, latest May 5, 2025 (6 filings since Feb 1, 2022)
- Wellington Management Company Filed SC 13G/A on AUB GROUP LIMITED, latest Feb 6, 2023 (2 filings since Feb 4, 2022)
- AUB GROUP LIMITED North Sydney, Australia
- Tysers Insurance Brokers London, United Kingdom
- Tysers Reinsurance Brokerage Branch · 60% · London, United Kingdom
- Atlantic Union Bank Subsidiary · Virginia, United States
- Atlantic Union Capital Markets, Inc. Subsidiary · Virginia, United States
- Atlantic Union Equipment Finance, Inc. Subsidiary · Virginia, United States
- AUB Investments, Inc. Subsidiary · Delaware, United States
- LUDGATE LIMITED Subsidiary · London, United Kingdom
- Tysers Insurance Brokers London, United Kingdom
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What AUB GROUP LIMITED reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Property and equipment, before depreciation | $317.1M12 Dec 31, 2025 | $263.1M12 Dec 31, 2024 | +20.5% |
| Accumulated depreciation | $150.3M12 Dec 31, 2025 | $150.4M12 Dec 31, 2024 | −0.1% |
| Property and equipment, net | $166.8M12 Dec 31, 2025 | $112.7M12 Dec 31, 2024 | +48.0% |
| Finance-lease assets | $9.2M12 Dec 31, 2025 | $3.8M12 Dec 31, 2024 | +145.0% |
| Operating-lease assets (leased space) | $98.1M12 Dec 31, 2025 | $74.8M12 Dec 31, 2024 | +31.1% |
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $966.5M12 Dec 31, 2025 | $354.1M12 Dec 31, 2024 | +173.0% |
| Deposits held (banks) | $30.5B12 Dec 31, 2025 | $20.4B12 Dec 31, 2024 | +49.4% |
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $1.7B12 Dec 31, 2025 | $1.2B12 Dec 31, 2024 | +42.8% |
| Intangible assets, net (excluding goodwill) | $315.5M12 Dec 31, 2025 | $84.6M12 Dec 31, 2024 | +273.1% |
| Finite-lived intangibles, net | $315.5M12 Dec 31, 2025 | $84.6M11 Dec 31, 2024 | +273.1% |
Properties, in its own words
We own or lease buildings that are used in the normal course of our business. The Company leases its corporate headquarters, located at 4300 Cox Road, Glen Allen, Virginia. At December 31, 2025, the Bank operated 178 branches in Virginia, Maryland, Washington, D.C., and North Carolina. Our properties and branches are used by both our Wholesale Banking and Consumer Banking segments. See Note 1 “Summary of Significant Accounting Policies,” Note 5 “Premises and Equipment,” Note 7 “Leases,” and Note 18 “Segment Reporting and Revenue” in the “Notes to the Consolidated Financial Statements” of this Form 10-K for information with respect to the amounts at which our premises and equipment are carried and our commitments under long-term leases.
Item 2 of the 10-K filed Feb 26, 2026.7
Leadership
Who has led AUB GROUP LIMITED, and when. Pick a name to see everywhere that person has worked.
Chief financial officer
- Chief executive officerJohn C. Asbury Feb 27, 2017 to now16
- Chief executive officerD. Anthony Peay Dec 23, 2008 to Dec 23, 200817
- Chief executive officerG. William Beale Feb 3, 2006 to Mar 20, 201718
- PresidentJohn C. Asbury Oct 5, 2016 to now19
- PresidentDavid J. Fairchild Feb 8, 2010 to Feb 12, 201320
- PresidentG. William Beale Feb 3, 2006 to Mar 20, 201718
- Chief financial officerAlexander D. Dodd Apr 17, 2026 to now21
- Chief financial officerRobert Michael Gorman Jul 19, 2012 to Apr 17, 202622
- Chief financial officerD. Anthony Peay Jan 26, 2006 to Feb 27, 201223
Board members and other officers (70)
- EVP and Chief Risk OfficerBradley S. Haun May 13, 2025 to now24
- EVP & CIOMatthew L. Linderman Feb 17, 2023 to now25
- EVP & CCODouglas F. Woolley Jr. May 12, 2023 to now26
- EVP & CHROClare Miller Jun 2, 2022 to now27
- EVP & Chief Risk OfficerSherry Williams Oct 11, 2022 to now28
- SVP & Interim Chief HR OfficerSusan E. Pfautz Aug 20, 2021 to Feb 25, 202229
- EVPShawn E. O'Brien Feb 28, 2019 to now30
- EVP; President, BankMaria P. Tedesco Sep 28, 2018 to now31
- EVPDavid Ring V. Oct 6, 2017 to now32
- EVPJohn G. Stallings Jr. Oct 6, 2017 to Mar 5, 201833
- EVPLoreen A. Lagatta Feb 5, 2016 to Mar 8, 202134
- EVP, Chief Information OfficerM. Dean Brown Mar 9, 2015 to Mar 1, 202235
- EVPDavid Bilko Jan 2, 2014 to Mar 1, 202236
- EVPJeffrey W. Farrar Jan 2, 2014 to Apr 4, 201737
- EVPRobert Michael Gorman Dec 23, 2014 to Feb 23, 202338
- EVP & CBOD. Anthony Peay Feb 15, 2013 to Sep 5, 201739
- EVPDavid J. Fairchild Jun 6, 2013 to Dec 10, 201340
- EVPRex A. Hockemeyer Apr 28, 2008 to May 6, 201541
- EVPDavid S. Wilson Jul 12, 2007 to Nov 6, 200842
- EVPElizabeth M. Bentley Jul 12, 2007 to Jan 3, 201843
- EVPJanis Orfe Jul 12, 2007 to Feb 15, 201244
- Board memberDaniel J. Schrider Apr 1, 2025 to now45
- Board memberMark C. Micklem Apr 1, 2025 to now46
- Board memberMona Abutaleb Stephenson Apr 1, 2025 to now47
- Board memberJoel R. Shephard Apr 1, 2024 to now48
- Board memberNancy H. Agee Apr 1, 2024 to now49
- Board memberJohn C. Asbury Feb 9, 2023 to now50
- Board memberMichelle A. O'Hara Dec 15, 2023 to now51
- Board memberPaul Engola Dec 15, 2023 to now52
- Board memberDonald R. Kimble Dec 18, 2023 to now53
- Board memberRilla S. Delorier Jun 23, 2022 to now54
- Board memberHeather Cox Aug 26, 2022 to Jul 3, 202355
- Board memberMichael W. Clarke Feb 5, 2019 to Jan 7, 202156
- Board memberFrank Russell Ellett Sep 3, 2019 to now57
- Board memberPatrick E. Corbin Jan 2, 2018 to now58
- Board memberThomas G. Snead Jr. Jan 2, 2018 to Apr 3, 202459
- Board memberFrederick Blair Wimbush Jul 3, 2018 to now60
- Board memberAlan W. Myers Jan 2, 2014 to Jan 5, 202261
- Board memberBeverley E. Dalton Jan 2, 2014 to Apr 5, 202162
- Board memberCharles W. Steger Jan 2, 2014 to Mar 5, 201863
- Board memberGlen C. Combs Jan 2, 2014 to Mar 5, 201964
- Board memberGregory L. Fisher Jan 2, 2014 to Apr 1, 202265
- Board memberJan S. Hoover Jan 2, 2014 to Jul 6, 202266
- Board memberKeith L. Wampler Jan 2, 2014 to now67
- Board memberRaymond D. Smoot Jr. Jan 2, 2014 to Mar 21, 201968
- Board memberChristopher M. Hallberg Jan 3, 2014 to Jan 3, 201469
- Board memberH. Wayne Parrish Jan 3, 2014 to Jan 3, 201470
- Board memberLee S. Baker Jan 3, 2014 to Jan 3, 201471
- Board memberO. R. Barham Jr. Jan 3, 2014 to Jan 3, 201472
- Board memberSteven D. Irvin Jan 3, 2014 to Jan 3, 201473
- Board memberThomas P. Rohman May 1, 2013 to Apr 3, 202474
- Board memberLinda Schreiner V. Jun 21, 2012 to now75
- Board memberRaymond L. Slaughter Jun 21, 2012 to Mar 5, 201876
- Board memberJames E. Ukrop Feb 3, 2010 to Mar 5, 201377
- Board memberDavid J. Fairchild Feb 8, 2010 to Feb 12, 201320
- Board memberSteven A. Markel Feb 8, 2010 to Feb 12, 201378
- Board memberBrian H. Roy Feb 11, 2010 to Feb 11, 201079
- Board memberL. Bradford Armstrong Nov 3, 2010 to Mar 4, 202080
- Board memberG. William Beale Feb 8, 2007 to Sep 24, 201881
- Board memberD. Anthony Peay Feb 14, 2007 to Feb 27, 200782
- Board memberDaniel I. Hansen Nov 28, 2007 to Dec 15, 202283
- Board memberDouglas E. Caton Jan 23, 2006 to Feb 14, 201384
- Board memberR. Hunter Morin Jan 26, 2006 to Feb 7, 201485
- Board memberRonald L. Hicks Feb 15, 2006 to Mar 25, 201586
- Board memberRonald L. Tillett Feb 15, 2006 to now87
- Board memberW. Tayloe Murphy Jr. Feb 15, 2006 to Jul 2, 202188
- Board memberHullihen W. Moore Feb 16, 2006 to Feb 12, 201389
- Board memberPatrick J. McCann Feb 16, 2006 to now90
- Board memberArthur D. Whittaker Feb 27, 2006 to Feb 11, 201091
- General counselRachael R. Lape May 12, 2023 to now92
Subsidiaries and ownership
Subsidiaries (GLEIF)
Subsidiaries (Exhibit 21)
- AUB Investments, Inc. Delaware5
- Atlantic Union Bank Virginia5
- Atlantic Union Capital Markets, Inc. Virginia5
- Atlantic Union Equipment Finance, Inc. Virginia5
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record. The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.
Former names
Timeline
- Sep 29, 20268-K Other events93
- Aug 6, 20268-K Regulation FD disclosure94
- Jul 30, 20268-K Entered a material agreement95
- Jul 28, 20268-K Entered a material agreement96
- Jul 27, 20268-K Other events97
- Jul 23, 20268-K Other events98
- Jul 22, 20268-K Regulation FD disclosure99
- Jul 21, 20268-K Results of operations; Regulation FD disclosure100
- Jun 30, 20268-K Other events101
- Jun 4, 20268-K Regulation FD disclosure102
- Jun 3, 20268-K Regulation FD disclosure103
- May 6, 20268-K Bylaws or fiscal year changed; Shareholder vote104
- Feb 27, 2017New chief executive John C. Asbury becomes CEO16
- Dec 23, 2008New chief executive D. Anthony Peay becomes CEO17
- Feb 3, 2006New chief executive G. William Beale becomes CEO18
- Nov 16, 2005Went public Listed on Australian Securities Exchange1
- Nov 7, 1885Founded AUB GROUP LIMITED is founded3
Calendar
When it reported results
- Jul 21, 2026Reported quarterly or annual results100
- Apr 21, 2026Reported quarterly or annual results105
- Jan 22, 2026Reported quarterly or annual results106
- Oct 23, 2025Reported quarterly or annual results107
- Jul 24, 2025Reported quarterly or annual results108
- Apr 24, 2025Reported quarterly or annual results109
- Jan 23, 2025Reported quarterly or annual results110
- Oct 21, 2024Reported quarterly or annual results111
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
761 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 146 major events, 486 insider forms, 23 large holders, 86 other. The latest 20:
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 5, 20264 EDGAR
- Oct 2, 20264 EDGAR
- Sep 29, 20268-K EDGAR
- Aug 28, 2026N-PX EDGAR
- Aug 11, 202613F-HR EDGAR
- Aug 6, 202610-Q EDGAR
The 761 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
20 open-market trades by officers, directors and large owners since October 2021: 18 buys and 2 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Apr 20, 2026 | AGEE NANCY HDirector | Buy | 650 | $39.05 | $25.4K | Form 4 |
| Aug 8, 2025 | Ellett Frank RussellDirector | Buy | 1,441 | $31.49 | $45.4K | Form 4 |
| Aug 7, 2025 | Ellett Frank RussellDirector | Buy | 5,000 | $31.54 | $157.7K | Form 4 |
| Aug 6, 2025 | Ellett Frank RussellDirector | Buy | 5,000 | $31.79 | $158.9K | Form 4 |
| Aug 5, 2025 | Ellett Frank RussellDirector | Buy | 5,000 | $31.32 | $156.6K | Form 4 |
| Jul 28, 2025 | Asbury John CPRESIDENT AND CEO | Buy | 7,500 | $32.91 | $246.8K | Form 4 |
| Jun 10, 2024 | Ellett Frank RussellDirector | Buy | 4,467 | $30.85 | $137.8K | Form 4 |
| Jun 7, 2024 | Ellett Frank RussellDirector | Buy | 5,000 | $31.54 | $157.7K | Form 4 |
| Jun 6, 2024 | Ellett Frank RussellDirector | Buy | 5,000 | $31.71 | $158.6K | Form 4 |
| May 10, 2024 | Miller ClareEVP & CHRO | Sale | 2,188 | $34.12 | $74.7K | Form 4 |
| Mar 8, 2024 | KIMBLE DONALD RDirector | Buy | 7,000 | $35.13 | $245.9K | Form 4 |
| Nov 14, 2022 | Ellett Frank RussellDirector | Buy | 5,000 | $34.53 | $172.7K | Form 4 |
| Nov 11, 2022 | Ellett Frank RussellDirector | Buy | 5,000 | $35.03 | $175.2K | Form 4 |
| Nov 10, 2022 | Ellett Frank RussellDirector | Buy | 10,000 | $34.98 | $349.8K | Form 4 |
| Nov 8, 2022 | Tedesco Maria PEVP | Buy | 2,904 | $34.37 | $99.8K | Form 4 |
| Nov 1, 2022 | Gorman Robert MichaelEVP AND CFO | Buy | 3,200 | $34.51 | $110.4K | Form 4 |
| Nov 1, 2022 | Asbury John CPRESIDENT AND CEO | Buy | 7,235 | $34.48 | $249.5K | Form 4 |
| Sep 8, 2022 | Cox HeatherDirector | Buy | 300 | $33.46 | $10.0K | Form 4 |
| Jul 25, 2022 | TILLETT RONALD LDirector | Sale | 2,500 | $34.48 | $86.2K | Form 4 |
| Dec 20, 2021 | Director | Buy | 1,500 | $35.82 | $53.7K | Form 4 |
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- VANGUARD CAPITAL MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 29, 2026112
- VANGUARD PORTFOLIO MANAGEMENT LLCSCHEDULE 13G, 1 filing Apr 28, 2026113
- VANGUARD GROUP INCSCHEDULE 13G/A, 6 filings Feb 9, 2022 to Mar 26, 2026114
- State Street CorporationSCHEDULE 13G, 3 filings Oct 16, 2024 to Aug 11, 2025115
- DIMENSIONAL FUND ADVISORS LPSCHEDULE 13G/A, 4 filings Feb 8, 2022 to Jul 15, 2025116
- BlackRockSCHEDULE 13G/A, 6 filings Feb 1, 2022 to May 5, 2025117
- Wellington Management CompanySC 13G/A, 2 filings Feb 4, 2022 to Feb 6, 2023118
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | John C. Asbury | 61 | $1.0M | $5.1M119 |
| 2025 | Maria P. Tedesco | 65 | $692.7K | $2.4M119 |
| 2025 | Robert M. Gorman | 68 | $549.9K | $2.0M119 |
| 2025 | David V. Ring | 62 | $547.4K | $1.4M119 |
| 2025 | Matthew L. Linderman | 51 | $503.1K | $1.2M119 |
| 2024 | President and CEO of the | $975.0K | $4.3M119 | |
| 2024 | EVP of the Company; | $651.7K | $2.1M119 | |
| 2024 | EVP and Chief Financial | $526.3K | $1.6M119 | |
| 2023 | Company; CEO of the Bank | $894.2K | $3.6M119 | |
| 2023 | President and Chief Operating | $626.6K | $2.1M119 | |
| 2023 | Officer of the Company | $478.4K | $1.5M119 | |
| 2023 | Chief Information Officer | $416.6K | $1.3M119 | |
| 2023 | Wholesale BankingGroup | $494.4K | $1.3M119 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| BlackRock, Inc. | 20,882,121 | $883.5M | 0.0% | +324,294 |
| Vanguard Portfolio Management LLC | 8,879,618 | $375.7M | 0.0% | +150,384 |
| Dimensional Fund Advisors LP | 7,700,837 | $325.8M | 0.1% | +65,373 |
| State Street Corp | 7,633,703 | $323.0M | 0.0% | +266,216 |
| Vanguard Capital Management LLC | 6,435,133 | $272.3M | 0.0% | +67,799 |
| Geode Capital Management, LLC | 3,702,812 | $156.7M | 0.0% | +214,006 |
| Franklin Resources Inc | 3,615,538 | $153.0M | 0.0% | +256,549 |
| North Reef Capital Management LP | 3,565,000 | $150.8M | 5.8% | −720,000 |
| Congress Asset Management Co | 2,501,164 | $105.8M | 0.7% | +259,290 |
| Goldman Sachs Group Inc | 2,418,751 | $102.3M | 0.0% | +845,230 |
| Earnest Partners LLC | 2,369,515 | $100.3M | 0.4% | −86,474 |
| Charles Schwab Investment Management Inc | 1,772,135 | $75.0M | 0.0% | −8,210 |
| American Century Companies Inc | 1,719,433 | $72.7M | 0.0% | −485,303 |
| Northern Trust Corp | 1,538,873 | $65.1M | 0.0% | +102,568 |
| Morgan Stanley | 1,536,611 | $65.0M | 0.0% | +52,604 |
| Systematic Financial Management LP | 1,456,569 | $61.6M | 1.2% | −76,990 |
| Nuveen, LLC | 1,432,274 | $60.6M | 0.0% | +94,937 |
| Bank of New York Mellon Corp | 1,350,759 | $57.2M | 0.0% | +9,620 |
| William Blair Investment Management, LLC | 1,265,239 | $53.5M | 0.2% | −114,999 |
| Atlantic Union Bankshares Corp | 1,022,897 | $43.3M | 0.7% | +275,574 |
| Principal Financial Group Inc | 981,567 | $41.5M | 0.0% | +30,194 |
| Invesco Ltd. | 977,719 | $41.4M | 0.0% | −14,234 |
| Vanguard Fiduciary Trust Co | 952,825 | $40.3M | 0.0% | +34,404 |
| Westwood Holdings Group Inc | 881,875 | $37.3M | 0.3% | −1,112,632 |
| Bank Of America Corp /de/ | 878,397 | $37.2M | 0.0% | −8,581 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How AUB GROUP LIMITED is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARAtlantic Union Bankshares Corp2
- CIK0000883948
- Employer ID (EIN)54-15985527
- Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company7
- Incorporated inVirginia7
- Fiscal year endsDecember 312
- Industry code (SIC)6022 State Commercial Banks2
- SEC reviewing officeOffice of Finance, Division of Corporation Finance2
- Business address4300 Cox Road, Glen Allen, VA 230602
- Phone800-990-48282
- Shares outstanding142,814,896 as of Jul 30, 202614
- Public float$4.4B as of Jun 30, 20257
- AuditorErnst & Young LLP, Richmond, Virginia PCAOB ID 42; it also attests to the company’s internal control over financial reporting7
- On EDGAR sinceJun 21, 19962
- Filings3,207 in all: 4 (1,832), 8-K (501), 5 (196), 10-Q (91), 4/A (68), 3 (61), 13F-HR (50), 425 (50)2
All 59 form types
SC 13G/A (37), DEF 14A (30), 10-K (28), DEFA14A (26), UPLOAD (21), 3/A (18), 8-K/A (18), SC 13G (15), CORRESP (13), 424B3 (10), EFFECT (10), 424B5 (9), S-4/A (9), 5/A (8), S-4 (8), S-8 (8), FWP (7), S-3 (7), SC 13D/A (7), ARS (6), PRE 14A (5), SCHEDULE 13G/A (5), S-3ASR (4), SC 13D (4), SCHEDULE 13G (4), 424B7 (3), N-PX (3), S-3/A (3), 10-K405 (2), 305B2 (2), 424B2 (2), 8-A12B (2), CERT (2), D (2), DEL AM (2), PRER14A (2), S-3DPOS (2), 10-Q/A (1), 13F-HR/A (1), 144 (1), 25 (1), 424B4 (1), 8-A12G (1), DEFM14A (1), N-PX/A (1), POS AM (1), POSASR (1), PREM14A (1), S-3D (1), S-3MEF (1), S-8 POS (1)
- Latest filingsAnnual report (10-K) Feb 26, 2026
Quarterly report (10-Q) Aug 6, 2026
Proxy statement (DEF 14A) Mar 25, 2026
Latest 8-K (8-K) Sep 29, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common Stock, par value $1.33 per share | AUB | The New York Stock Exchange |
| Depositary Shares, Each Representing a 1/400th Interest in a Share of 6.875% Perpetual Non-Cumulative Preferred Stock, Series A | AUB.PRA | The New York Stock Exchange |
From the cover page of the 10-K filed Feb 26, 2026 (Section 12(b) of the Exchange Act).7
Risk factors and legal proceedings
The risks AUB GROUP LIMITED names in Item 1A of its 10-K filed Feb 26, 2026: 56 risks under these headings, as written.7
- Risks Related to Our Lending Activities
- Our ACL may prove to be insufficient to absorb credit losses in our loan portfolio, which may adversely affect our business, financial condition, and results of operations.
- A significant portion of our loan portfolio is secured by real estate and events that negatively impact the real estate market could hurt our business.
- We have significant credit exposure in CRE, which may expose us to additional credit risks, and may adversely affect our business, financial condition, and results of operations.
- Our loan portfolio contains construction and development loans, which may expose us to additional credit risks, and may adversely affect our results of operations and financial condition.
- Our commercial and industrial loans are a significant component of our loan portfolio, which may expose us to additional credit risks, and may adversely affect our results of operations and financial condition.
- The loans we make through federal programs are dependent on the federal government’s continuation and support of these programs and on our compliance with program requirements.
- We use independent appraisals and other valuation techniques in evaluating and monitoring loans secured by real estate and other real estate owned, which may not accurately describe the net value of the asset.
- If we fail to effectively manage credit risk, our business and financial condition will suffer.
- Our lending to small to mid-sized community-based businesses may increase our credit risk.
- Nonperforming assets take significant time to resolve and may adversely affect our business, results of operations, and financial condition.
- Our mortgage revenue is cyclical and sensitive to interest rates, changes in economic conditions, decreased economic activity, and slowdowns in the housing market, any of which could adversely impact our profits.
The other 45 risks
- We may be required to repurchase mortgage loans or indemnify buyers against losses in some circumstances, which could harm our liquidity, results of operations and financial condition.
- We are subject to environmental risks.
- Risks Related to Our Business, Industry, Markets, and Market Interest Rates
- Our business and results of operations may be adversely affected by the financial markets, fiscal, monetary, and regulatory policies, developments impacting the financial services industry specifically and economic conditions generally.
- We may not be able to maintain a strong core deposit base or access other low-cost funding sources
- We face substantial competition that could adversely affect our growth and/or operating results.
- Consumers may increasingly decide not to use banks to complete their financial transactions, which could materially adversely affect our business, financial condition, and results of operations.
- Changes in interest rates could adversely affect our income and cash flows.
- We may incur losses if asset values decline, including due to changes in interest rates and prepayment speeds.
- Risks Related to Our Operations
- A failure and/or breach of our operating or securities systems or infrastructure, or those of our third-party vendors and other service providers, including because of cyber-attacks, could disrupt our business, result in a disclosure or misuse of confidential or proprietary information, damage our reputation, increase our costs and cause losses.
- We face information security risks, including denial of service attacks, hacking, social engineering attacks targeting our employees and customers, malware intrusion or data corruption attempts, terrorist activities, identity theft, that could result in the disclosure of confidential information, adversely affect our business or reputation, and create significant legal and financial exposure.
- Our business strategy includes continued growth, and our financial condition and results of operation could be negatively affected if we fail to grow or fail to manage our growth effectively.
- We may be adversely affected by risks associated with future mergers and acquisition, including execution risk which could disrupt our business and dilute shareholder value.
- The carrying value of goodwill and other intangible assets may be adversely affected.
- Our risk-management framework may not be effective in mitigating risks and/or losses.
- We use models in our business, and we could be adversely affected if our design, implementation, or use of models is flawed.
- Failure to keep pace with technological change could adversely affect our business and ability to remain competitive, and we may experience operational challenges when implementing new technologies.
- The implementation of new lines of business or new products and services may subject us to additional risk.
- Our business could be adversely affected by the operational functions of business counterparties over which we have limited or no control.
- We rely on other companies to provide key components of our business infrastructure.
- We depend on the accuracy and completeness of information about clients and counterparties, and our financial condition could be adversely affected if we rely on misleading information.
- We are subject to losses due to errors, omissions or fraud by our employees, clients, counterparties or other third parties.
- Competition for talent is substantial. If we are unable to attract, retain, develop and motivate our human capital, our business, results of operations, and prospects could be adversely affected.
- Our internal controls and procedures may fail or be circumvented, which could have a material adverse effect on our business, financial condition, and results of operation.
- Our business needs and future growth may require us to raise additional capital, but that capital may not be available or may be dilutive.
- We are or may become party from time to time to various claims and lawsuits incidental to our business. Litigation is subject to many uncertainties such that the expenses and ultimate exposure with respect to many of these matters cannot be ascertained.
- We are or may become involved from time to time in information-gathering requests, investigations, and proceedings by governmental and self-regulatory agencies that may lead to adverse consequences.
- We may not be able to generate sufficient taxable income to fully realize our deferred tax assets.
- Challenges to our tax positions could result in tax liability.
- Risks Related to the Regulatory Environment
- We are subject to extensive regulation that could limit or restrict our activities.
- Laws and regulations addressing consumer privacy and data use and security could increase our costs and failure to comply with such laws and regulation could impact our business, financial condition, and reputation.
- We are required to maintain capital to meet regulatory requirements, and if we fail to maintain sufficient capital, whether due to losses, an inability to raise capital or otherwise, our financial condition, liquidity, and results of operations, as well as our ability to maintain regulatory compliance, would be adversely affected.
- We are subject to the CFPB’s broad regulatory and enforcement authority and new regulations, and new approaches to regulation or enforcement by the CFPB could adversely impact us.
- The Bank is subject to the Bank Secrecy Act and its implementing regulations and U.S. economic sanctions, and any issues with respect to the Bank’s compliance with the Bank Secrecy Act and its implementing regulations, and U.S. economic sanctions could result in significant civil penalties and have a material adverse effect on our business strategy.
- We are subject to numerous laws designed to protect consumers, including the Community Reinvestment Act and fair lending laws, and failure to comply with these laws could lead to material penalties and other sanctions.
- The Federal Reserve may require us to commit capital resources to support the Bank.
- Risks Related to Our Securities
- Our ability to pay dividends is limited, and we may be unable to pay dividends in the future.
- The trading volumes in our common stock may not provide adequate liquidity for investors.
- Future capital needs could result in shareholder dilution and may adversely affect the market price of our common stock and preferred stock (or depositary shares representing a fractional interest in our preferred stock).
- Holders of our indebtedness and of depositary shares related to our Series A preferred stock have rights that are senior to those of our common shareholders.
- Our governing documents and the provisions of Virginia law to which we are subject contain certain provisions that could have an anti-takeover effect and may delay, make more difficult or prevent an attempted acquisition of the Company that you may favor.
- Our stock price may be volatile, which could result in losses to our investors and litigation against us.
- General Risk Factors
- Our ability to maintain our reputation is critical to the success of our business, and the failure to do so may materially adversely affect our performance.
- Changes in accounting standards could impact reported earnings.
- We are subject to physical and financial risks associated with climate change and other weather and natural disaster impacts.
- We are subject to environmental, social and governance, or ESG, risks that could adversely affect our reputation, the trading price of our common stock and/or our business, operations, and earnings.
Legal proceedings
In the ordinary course of our operations, we are party to various legal proceedings. Based on the information presently available and after consultation with legal counsel, management believes that the ultimate outcome in such legal proceedings, in the aggregate, will not have a material adverse effect on our business, financial condition, or results of operations.
The opening of Item 3, Legal Proceedings.7
Links
- WikidataQ109626930
- SEC EDGARCIK 883948
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataAUB GROUP LIMITED on Wikidata
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- 19SEC EDGARJohn C. Asbury, President
- 20SEC EDGARDavid J. Fairchild, President
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- 25SEC EDGARMatthew L. Linderman, EVP & CIO
- 26SEC EDGARDouglas F. Woolley Jr., EVP & CCO
- 27SEC EDGARClare Miller, EVP & CHRO
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- 30SEC EDGARShawn E. O'Brien, EVP
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- 32SEC EDGARDavid Ring V., EVP
- 33SEC EDGARJohn G. Stallings Jr., EVP
- 34SEC EDGARLoreen A. Lagatta, EVP
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- 36SEC EDGARDavid Bilko, EVP
- 37SEC EDGARJeffrey W. Farrar, EVP
- 38SEC EDGARRobert Michael Gorman, EVP
- 39SEC EDGARD. Anthony Peay, EVP & CBO
- 40SEC EDGARDavid J. Fairchild, EVP
- 41SEC EDGARRex A. Hockemeyer, EVP
- 42SEC EDGARDavid S. Wilson, EVP
- 43SEC EDGARElizabeth M. Bentley, EVP
- 44SEC EDGARJanis Orfe, EVP
- 45SEC EDGARDaniel J. Schrider, Board member
- 46SEC EDGARMark C. Micklem, Board member
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- 48SEC EDGARJoel R. Shephard, Board member
- 49SEC EDGARNancy H. Agee, Board member
- 50SEC EDGARJohn C. Asbury, Board member
- 51SEC EDGARMichelle A. O'Hara, Board member
- 52SEC EDGARPaul Engola, Board member
- 53SEC EDGARDonald R. Kimble, Board member
- 54SEC EDGARRilla S. Delorier, Board member
- 55SEC EDGARHeather Cox, Board member
- 56SEC EDGARMichael W. Clarke, Board member
- 57SEC EDGARFrank Russell Ellett, Board member
- 58SEC EDGARPatrick E. Corbin, Board member
- 59SEC EDGARThomas G. Snead Jr., Board member
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- 61SEC EDGARAlan W. Myers, Board member
- 62SEC EDGARBeverley E. Dalton, Board member
- 63SEC EDGARCharles W. Steger, Board member
- 64SEC EDGARGlen C. Combs, Board member
- 65SEC EDGARGregory L. Fisher, Board member
- 66SEC EDGARJan S. Hoover, Board member
- 67SEC EDGARKeith L. Wampler, Board member
- 68SEC EDGARRaymond D. Smoot Jr., Board member
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- 70SEC EDGARH. Wayne Parrish, Board member
- 71SEC EDGARLee S. Baker, Board member
- 72SEC EDGARO. R. Barham Jr., Board member
- 73SEC EDGARSteven D. Irvin, Board member
- 74SEC EDGARThomas P. Rohman, Board member
- 75SEC EDGARLinda Schreiner V., Board member
- 76SEC EDGARRaymond L. Slaughter, Board member
- 77SEC EDGARJames E. Ukrop, Board member
- 78SEC EDGARSteven A. Markel, Board member
- 79SEC EDGARBrian H. Roy, Board member
- 80SEC EDGARL. Bradford Armstrong, Board member
- 81SEC EDGARG. William Beale, Board member
- 82SEC EDGARD. Anthony Peay, Board member
- 83SEC EDGARDaniel I. Hansen, Board member
- 84SEC EDGARDouglas E. Caton, Board member
- 85SEC EDGARR. Hunter Morin, Board member
- 86SEC EDGARRonald L. Hicks, Board member
- 87SEC EDGARRonald L. Tillett, Board member
- 88SEC EDGARW. Tayloe Murphy Jr., Board member
- 89SEC EDGARHullihen W. Moore, Board member
- 90SEC EDGARPatrick J. McCann, Board member
- 91SEC EDGARArthur D. Whittaker, Board member
- 92SEC EDGARRachael R. Lape, General counsel
- 93SEC EDGAROther events
- 94SEC EDGARRegulation FD disclosure
- 95SEC EDGAREntered a material agreement
- 96SEC EDGAREntered a material agreement
- 97SEC EDGAROther events
- 98SEC EDGAROther events
- 99SEC EDGARRegulation FD disclosure
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- 101SEC EDGAROther events
- 102SEC EDGARRegulation FD disclosure
- 103SEC EDGARRegulation FD disclosure
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