UNB at a glance
UNION BANKSHARES INC (UNB, SEC CIK 706863) filed its latest 10-K annual report on March 20, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 16, 2026 and Form 4 insider filings as recently as August 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), UNION BANKSHARES INC (UNB) reported revenue of $75.8 million (up 11.5% from FY2024) and net income of $11.1 million. Diluted EPS was $2.41.
- As of June 30, 2026, 15 institutional investment managers tracked by SignalX reported holding UNION BANKSHARES INC (UNB) shares worth $9.7 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Silverman David Scott on August 26, 2026 of 1,000 shares at $23.76 per share.
- In the last 90 days, UNB insiders reported 3 open-market purchases ($33K) and 0 open-market sales ($0) on Form 4, a net purchase of $33K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $75.8M
- +11.5% vs prior year
- Insiders · 90 days
- 3 buys · 0 sells
- Net +$33K
- 13F holders
- 15 funds
- $9.7M · +0 vs prior quarter
- Latest 8-K
- Jul 16, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes to 2025 Annual Report risk factors
- Carried-forward risks unchanged since 2025 Annual Report
- No new regulatory, legal, or compliance risks disclosed
- No quarter-specific operational, competitive, market, liquidity, debt, currency, or concentration risks disclosed
AI summary of the UNB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Carrie R. Locklin appointed Chief Financial Officer of Union Bank and Union Bankshares, Inc.
- Karyn J. Hale remains Chief Operating Officer of Union Bank and Vice President of the Company
Item EX-99.1: Item EX-99.1
- Mitchell Kent promoted to Senior Risk Officer after Patricia Hogan’s retirement, overseeing enterprise risk, audit, compliance, fraud, security, and BSA/AML
- Carrie Locklin promoted to CFO of Union Bankshares and Union Bank, leading financial reporting, planning, balance-sheet management, and strategic decisions
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 covers second-quarter and six-month results through June 30, 2026
- Press release announces regular quarterly dividend, relevant to income-focused shareholders
Item 8.01: Other Events
- Quarterly cash dividend of $0.36 per share declared on July 15, 2026
- Payable August 6, 2026 to shareholders of record July 27, 2026
Item EX-99.1: Item EX-99.1
- Q2 net income $2.9M, or $0.61 per share, versus $2.4M and $0.53 year over year
- Net interest income rose 11.2% to $11.6M, supported by larger earning assets and higher asset yields
Item 2.02: Results of Operations and Financial Condition
- First-quarter 2026 shareholder report distributed May 7, 2026
- Earnings details contained in Exhibit 99.1, the company’s Q1 2026 Report to Shareholders
AI summaries of UNB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UNB
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Silverman David Scott | Buy | Aug 26, 2026 | 1,000 | $23.76 |
| Bugbee Dawn D | Buy | Aug 25, 2026 | 200 | $23.80 |
| Bugbee Dawn D | Buy | Jul 27, 2026 | 200 | $23.30 |
| Schoenig Vincent W | A | Mar 11, 2026 | 2,301 | - |
| Hogan Patricia N | A | Mar 11, 2026 | 2,301 | - |
| Locklin Carrie R | A | Mar 11, 2026 | 920 | - |
| Silverman David Scott | A | Mar 11, 2026 | 6,153 | - |
| Gould Jonathan Jay | A | Mar 11, 2026 | 2,750 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $57.1M | $68.0M | $75.8M |
| Net Income | $11.3M | $8.8M | $11.1M |
| Net Margin | 19.7% | 12.9% | 14.6% |
| Balance Sheet | |||
| Total Assets | - | $1.5B | $1.6B |
| Equity | $65.8M | $66.5M | $80.9M |
| ROE | 17.1% | 13.2% | 13.7% |
| Per Share | |||
| EPS | $2.48 | $1.92 | $2.41 |
| Cash Flow | |||
| Operating CF | $9.2M | $12.2M | $17.2M |
| CapEx | $1.9M | $1.1M | $1.3M |
Source: XBRL data in UNION BANKSHARES INC (UNB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UNB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 15 | $9.7M |
| Q1 2026 | 15 | $14.1M |
| Q4 2025 | 15 | $14.1M |
| Q3 2025 | 15 | $18.0M |
| Q2 2025 | 13 | $20.6M |
| Q1 2025 | 13 | $18.7M |
| Q4 2024 | 8 | $15.5M |
| Q3 2024 | 5 | $2.3M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 99 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UNB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 26, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| SC 13D | May 18, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Apr 17, 2026 | - | Analysis | - |
| 8-K | Apr 15, 2026 | - | Analysis | - |
| 8-K | Mar 24, 2026 | - | - | - |
| 10-K | Mar 20, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 4 | Mar 11, 2026 | - | - | - |
| 8-K | Feb 26, 2026 | - | Analysis | - |
| 8-K | Feb 5, 2026 | - | - | |
| 8-K | Jan 21, 2026 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - |
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UNB SEC filings: frequently asked questions
Are UNB insiders buying or selling?
In the last 90 days, UNION BANKSHARES INC (UNB) officers, directors and 10% owners reported 3 open-market purchases worth $33,180 by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold UNB stock?
As of June 30, 2026, the largest UNION BANKSHARES INC (UNB) holders among the 13F filers tracked by SignalX were Vanguard Capital Management LLC ($3.7 million), BlackRock ($1.6 million), Dimensional Fund Advisors ($996,000), Millennium Management ($769,000), Renaissance Technologies LLC ($530,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UNB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), UNION BANKSHARES INC (UNB) reported revenue of $75.8 million (up 11.5% from FY2024) and net income of $11.1 million. Diluted EPS was $2.41. The figures come from the XBRL data in the 10-K.
What did UNB report in its latest 8-K?
UNION BANKSHARES INC (UNB) filed an 8-K on July 16, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Carrie R. Locklin appointed Chief Financial Officer of Union Bank and Union Bankshares, Inc.
What are the latest UNB SEC filings?
UNION BANKSHARES INC (UNB) filed its latest 10-K annual report on March 20, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on July 16, 2026 and a Form 4 insider filing on August 28, 2026.
What is UNB's SEC CIK number?
UNION BANKSHARES INC (UNB)'s SEC Central Index Key (CIK) is 706863. EDGAR lists every UNB filing under that number.
Ask anything about UNB
The research agent reads UNB's filings, financials, insider trades and 13F holders, then answers with sources.