Union Bankshares Inc has 2 Schedule 13D or 13G filings on record since 2025-11-05. 1 holder's latest filing reports 5% or more of common stock, $2.00 par value. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Zucker Anita G | 7.54% | 347,994 | SCHEDULE 13D, 2026-05-18 | 2026-05-12 |
| Fmr LLC | 4.2% | 192,253 | SCHEDULE 13G/A, 2025-11-05 | 2025-09-30 |
Purpose of Transaction (Item 4)
Zucker Anita G
The Zucker Entities have acquired the Shares for investment purposes and continually reviews the performance of this investment and their investment alternatives. As part of the ongoing review of their investment in the Shares, the Zucker Entities may explore from time to time a variety of alternatives, including the acquisition of additional securities of Union Bank, or the disposition of securities of Union Bank in the open market or in privately negotiated transactions. The Zucker Entities may explore, support, sponsor or promote other alternatives with respect to its investment in the Shares, including but not limited to an extraordinary corporate transaction involving Union Bank, other changes in the present board of directors or management of Union Bank, changes in management's compensation, or changes in Union Bank's business or corporate structure. As substantial shareholders, the Zucker Entities Mrs. Zucker expect to communicate from time to time in the future to management and the board of directors their views as to matters that they believe will benefit Union Bank and its shareholders. Although the prior paragraph reflects activities presently contemplated by the Zucker Entities with respect to Union Bank, the Zucker Entities' plans may change at any time, and they may not take any of the actions referred to above. Except as set forth above, as of the date of this Schedule 13D, the Zucker Entities do not have any plan or proposal that relates to or would result …The first part of Item 4 of the SCHEDULE 13D filed 2026-05-18; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-05 | Fmr LLC | 4.2% | SCHEDULE 13G/A |
| 2026-05-18 | Zucker Anita G | 7.54% | SCHEDULE 13D |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.