UBSI United Bankshares, Inc. - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$48.68
Price · Aug 19, 2026
Fundamentals as of Aug 7, 2026
52W Range
$34–$50
94% of range
Analyst Rating
BUY
12 analysts
Price Target
$50
+3% upside
P/E (TTM)
11.7
ROE
8.6%
Net Profit Margin
37.5%

UBSI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$48.68
Market Cap
—
P/E (TTM)
11.7
EPS (TTM)
$3.27
Revenue (TTM)
—
Div Yield
—
ROE
8.6%
Debt/Equity
0.0
52W Range
$34 – $50

UBSI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
5-point trend, +30.2%
2018-12-31 → 2022-12-31
EPS $3.27
10-point trend, +64.3%
2016-12-31 → 2025-12-31
Free Cash Flow $481M
10-point trend, +201.8%
2016-12-31 → 2025-12-31
Margins 37.5%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
UBSI
Peer Median
P/E (TTM)
5-point trend, -8.4%
11.7
12.6

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
UBSI
Peer Median
Net Profit Margin
5-point trend, -66.2%
37.5%
30.9%
ROA
5-point trend, +10.6%
1.5%
1.2%
ROE
5-point trend, +6.5%
8.6%
9.9%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
UBSI
Peer Median
Debt / Equity
5-point trend, +32.2%
0.0
—

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
UBSI
Peer Median
EPS YoY
5-point trend, +15.5%
18.9%
—
Net Income YoY
5-point trend, +26.3%
24.6%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
UBSI
Peer Median
EPS (Diluted)
5-point trend, +15.5%
$3.27
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
UBSI
Peer Median
Payout Ratio
5-point trend, -8.7%
45.0%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
45.0%
5Y Div CAGR
—
Ex-dateAmount
June 12, 2026$0.3800
March 13, 2026$0.3800
Dec. 12, 2025$0.3800
Sept. 12, 2025$0.3700
June 13, 2025$0.3700
March 14, 2025$0.3700
Dec. 13, 2024$0.3700
Sept. 13, 2024$0.3700
June 14, 2024$0.3700
March 7, 2024$0.3700
Dec. 7, 2023$0.3700
Sept. 7, 2023$0.3600
June 8, 2023$0.3600
March 9, 2023$0.3600
Dec. 8, 2022$0.3600
Sept. 8, 2022$0.3600
June 9, 2022$0.3600
March 10, 2022$0.3600
Dec. 1, 2021$0.3600
Sept. 9, 2021$0.3500

UBSI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 12 analysts
  • Strong Buy 2 16.7%
  • Buy 5 41.7%
  • Hold 5 41.7%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

6 analysts · 2026-08-19
Median target $51.00 +4.8%
Mean target $50.33 +3.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.03%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.95 $0.90 0.05%
March 31, 2026 $0.89 $0.87 0.02%
Dec. 31, 2025 $0.91 $0.88 0.03%
Sept. 30, 2025 $0.92 $0.84 0.08%
June 30, 2025 $0.85 $0.78 0.07%
March 31, 2025 $0.59 $0.65 -0.06%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
UBSI — 11.7 — 37.5% 8.6% —
VLY — 11.6 9.3% 29.5% 7.8% —
CBC — 13.8 13.8% 38.3% 11.3% —
FNB $3M 11.0 10.6% 32.0% 8.5% —
GBCI $5.73B 22.1 7.5% 236.5% 6.2% —
HWC $5.24B 11.2 4.8% 32.1% 11.0% —
HOMB $5.45B 11.5 7.2% 43.6% 11.3% —
AUB $5.00B 17.4 68.1% 19.9% 5.6% —
ASB $4.28B 9.3 -11.1% 31.9% 9.7% —
ABCB — 12.4 5.7% 34.1% 10.3% —
TFC $62.13B 12.9 53.0% 26.1% 8.2% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 11
Annual Income Statement data for UBSI
Metric Trend 20252024202320222021202020192018
Revenue 5-point trend, +30.2% · · · $312M $331M $263M $277M $240M
Interest Expense 6-point trend, +273.0% · · $481M $106M $52M $109M $185M $129M
Interest Income 8-point trend, +134.9% $1.69B $1.50B $1.40B $1.00B $795M $798M $763M $718M
Pretax Income 8-point trend, +78.3% $583M $465M $464M $476M $463M $360M $324M $327M
Income Tax 8-point trend, +67.7% $119M $92M $97M $96M $95M $71M $64M $71M
Net Income 8-point trend, +81.2% $465M $373M $366M $380M $368M $289M $260M $256M
EPS (Basic) 8-point trend, +33.3% $3.28 $2.76 $2.72 $2.81 $2.84 $2.40 $2.55 $2.46
EPS (Diluted) 8-point trend, +33.5% $3.27 $2.75 $2.71 $2.80 $2.83 $2.40 $2.55 $2.45
Shares (Basic) 8-point trend, +36.0% 141,497,205 134,947,592 134,505,058 134,776,241 129,276,452 120,017,247 101,585,599 104,015,976
Shares (Diluted) 8-point trend, +36.0% 141,827,360 135,225,417 134,753,820 135,117,512 129,512,853 120,090,232 101,852,577 104,298,825
EBITDA 2-point trend, +2.5% · · · · · · $-21M $-21M
Balance Sheet 15
Annual Balance Sheet data for UBSI
Metric Trend 20252024202320222021202020192018
PP&E (Net) 8-point trend, +119.3% $209M $186M $191M $199M $197M $176M $97M $95M
PP&E (Gross) 8-point trend, +91.1% $473M $422M $429M $424M $399M $360M $250M $248M
Accum. Depreciation 8-point trend, +73.4% $264M $236M $238M $225M $202M $184M $153M $152M
Goodwill 8-point trend, +36.6% $2.02B $1.89B $1.89B $1.89B $1.89B $1.80B $1.48B $1.48B
Total Assets 8-point trend, +74.9% $33.66B $30.02B $29.93B $29.49B $29.33B $26.18B $19.66B $19.25B
Short-term Debt 8-point trend, +12.4% $199M $176M $196M $161M $129M $142M $125M $177M
Total Liabilities 8-point trend, +76.0% $28.16B $25.03B $25.16B $24.97B $24.61B $21.89B $16.30B $16.00B
Long-term Debt 8-point trend, -64.5% $532M $540M $1.79B $2.20B $817M $864M $1.84B $1.50B
Total Debt 8-point trend, +12.6% $199M $176M $196M $161M $129M $142M $125M $176M
Common Stock 8-point trend, +43.3% $377M $357M $356M $355M $353M $335M $264M $263M
Retained Earnings 8-point trend, +114.2% $2.17B $1.92B $1.75B $1.58B $1.39B $1.21B $1.13B $1.01B
Treasury Stock 8-point trend, +274.1% $381M $253M $252M $250M $171M $159M $138M $102M
AOCI 8-point trend, -143.7% $-139M $-224M $-260M $-333M $-5M $22M $-35M $-57M
Stockholders' Equity 8-point trend, +69.0% $5.50B $4.99B $4.77B $4.52B $4.72B $4.30B $3.36B $3.25B
Liabilities + Equity 8-point trend, +74.9% $33.66B $30.02B $29.93B $29.49B $29.33B $26.18B $19.66B $19.25B
Cash Flow 17
Annual Cash Flow data for UBSI
Metric Trend 20252024202320222021202020192018
D&A 2-point trend, +2.5% · · · · · · $-21M $-21M
Stock-based Comp 8-point trend, +221.4% $13M $12M $12M $10M $8M $6M $5M $4M
Deferred Tax 3-point trend, +669.8% $17M $-3M $-3M · · · · ·
Amort. of Intangibles 8-point trend, +16.5% $9M $4M $5M $6M $6M $7M $7M $8M
Other Non-cash 2-point trend, -282.0% · · · · · · $-97M $53M
Operating Cash Flow 8-point trend, +69.7% $499M $445M $435M $761M $610M $140M $152M $294M
CapEx 8-point trend, +206.7% $18M $12M $12M $17M $15M $19M $11M $6M
Investing Cash Flow 8-point trend, -3.0% $-899M $571M $39M $-3.45B $16M $138M $-383M $-873M
Stock Issued · · · · · · · $0
Stock Repurchased 8-point trend, +26.1% $127M $1M $1M $79M $11M $21M $36M $101M
Net Stock Activity 8-point trend, -26.1% $-127M $-1M $-1M $-79M $-11M $-21M $-36M $-101M
Dividends Paid 8-point trend, +46.8% $209M $201M $195M $193M $181M $163M $139M $142M
Financing Cash Flow 8-point trend, +1073.8% $650M $-324M $-52M $105M $924M $1.09B $48M $-67M
Net Change in Cash · · · · · · · $-646M
Taxes Paid 3-point trend, +8.5% $114M $86M $105M · · · · ·
Free Cash Flow 8-point trend, +67.8% $481M $433M $424M $744M $594M $121M $137M $287M
Levered FCF 6-point trend, -76.7% · · $43M $660M $553M $34M $-11M $186M
Profitability 5
Annual Profitability data for UBSI
Metric Trend 20252024202320222021202020192018
Net Margin 8-point trend, +5.1% 37.5% 36.0% 34.7% 121.7% 111.1% 109.8% 35.7% 35.7%
Pretax Margin 8-point trend, +3.4% 47.1% 44.9% 44.0% 152.5% 139.8% 136.7% 44.5% 45.6%
EBITDA Margin 2-point trend, +4.1% · · · · · · -2.8% -2.9%
ROA 8-point trend, +9.0% 1.5% 1.2% 1.2% 1.3% 1.3% 1.3% 1.3% 1.3%
ROE 8-point trend, +8.6% 8.6% 7.5% 7.8% 8.5% 8.0% 6.8% 7.7% 7.9%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for UBSI
Metric Trend 20252024202320222021202020192018
Debt / Equity 8-point trend, -33.4% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.1
Efficiency 1
Annual Efficiency data for UBSI
Metric Trend 20252024202320222021202020192018
Asset Turnover 8-point trend, +3.7% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 4
Annual Per Share data for UBSI
Metric Trend 20252024202320222021202020192018
Revenue / Share 8-point trend, +26.8% $8.72 $7.65 $7.83 $2.31 $2.56 $2.19 $7.15 $6.88
Cash Flow / Share 8-point trend, +25.4% $3.52 $3.29 $3.23 $5.63 $4.71 $1.17 $1.45 $2.80
Dividend Paid / Share 8-point trend, +9.6% $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 8-point trend, +33.5% $3.27 $2.75 $2.71 $2.80 $2.83 $2.40 $2.55 $2.45
Growth Rates 8
Annual Growth Rates data for UBSI
Metric Trend 20252024202320222021202020192018
Revenue YoY 2-point trend, -122.3% · · · -5.7% 25.7% · · ·
EPS YoY 5-point trend, +5.5% 18.9% 1.5% -3.2% -1.1% 17.9% · · ·
EPS CAGR 3Y 3-point trend, +28.6% 5.3% -0.95% 4.1% · · · · ·
EPS CAGR 5Y 6.4% · · · · · · ·
Net Income YoY 5-point trend, -9.8% 24.6% 1.8% -3.5% 3.2% 27.2% · · ·
Net Income CAGR 3Y 3-point trend, -15.3% 7.0% 0.47% 8.2% · · · · ·
Net Income CAGR 5Y 10.0% · · · · · · ·
Dividend CAGR 5Y 5.1% · · · · · · ·
Valuation (TTM) 6
Annual Valuation (TTM) data for UBSI
Metric Trend 20252024202320222021202020192018
Revenue TTM 5-point trend, +30.2% · · · $312M $331M $263M $277M $240M
Net Income TTM 8-point trend, +81.2% $465M $373M $366M $380M $368M $289M $260M $256M
P/E 8-point trend, -7.5% 11.7 13.7 13.9 14.5 12.8 13.5 15.2 12.7
Earnings Yield 8-point trend, +8.1% 8.5% 7.3% 7.2% 6.9% 7.8% 7.4% 6.6% 7.9%
Payout Ratio 8-point trend, -19.0% 45.0% 53.8% 53.2% 50.8% 49.3% 56.3% 53.4% 55.5%
Annual Payout 8-point trend, +46.8% $209M $201M $195M $193M $181M $163M $139M $142M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue ———$312M$331M
Net Income $465M$373M$366M$380M$368M
Diluted EPS $3.27$2.75$2.71$2.80$2.83
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity 0.00.00.00.00.0
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $481M$433M$424M$744M$594M

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

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Institutional owners (13F) 471 filers · $3.0B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
69 (+10 vs prior Q) 29 (0 vs prior Q) 150 (+3 vs prior Q) 115 (-9 vs prior Q) +16.8M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
STATE STREET CORP $399,131,340 8,640,931 13.53% Shares
DIMENSIONAL FUND ADVISORS LP $339,562,032 7,409,166 11.51% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $333,684,655 7,280,922 11.31% Shares
VANGUARD CAPITAL MANAGEMENT LLC $286,291,761 6,246,820 9.70% Shares
EARNEST PARTNERS LLC $181,974,844 3,970,649 6.17% Shares
GEODE CAPITAL MANAGEMENT, LLC $156,744,347 3,419,509 5.31% Shares
VICTORY CAPITAL MANAGEMENT INC $135,067,334 2,947,138 4.58% Shares
NORGES BANK $72,004,934 1,571,131 2.44% Shares
SILVERCREST ASSET MANAGEMENT GROUP LLC $71,354,818 1,556,944 2.42% Shares
Fisher Asset Management, LLC $63,970,802 1,395,828 2.17% Shares
FULLER & THALER ASSET MANAGEMENT, INC. $58,403,009 1,274,340 1.98% Shares
VANGUARD FIDUCIARY TRUST CO $41,976,430 915,916 1.42% Shares
GOLDMAN SACHS GROUP INC $37,166,022 810,954 1.26% Shares
ProShare Advisors LLC $35,543,366 775,548 1.20% Shares
UNITED BANK $31,956,388 697,281 1.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $29,857,558 651,485 1.01% Shares
FIRST TRUST ADVISORS LP $26,183,916 571,327 0.89% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $26,163,430 570,880 0.89% Shares
CITADEL ADVISORS LLC $21,905,503 477,973 0.74% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $20,894,218 455,907 0.71% Shares
BANK OF AMERICA CORP /DE/ $20,463,416 446,507 0.69% Shares
RHUMBLINE ADVISERS $20,316,401 443,300 0.69% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $18,395,704 401,390 0.62% Shares
Arbejdsmarkedets Tillaegspension $14,564,728 317,799 0.49% Shares
PRINCIPAL FINANCIAL GROUP INC $14,236,861 310,645 0.48% Shares
California Public Employees Retirement System $13,622,555 297,241 0.46% Shares
Swiss National Bank $12,849,036 280,363 0.44% Shares
ALLIANCEBERNSTEIN L.P. $11,698,126 282,427 0.40% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $10,679,948 233,034 0.36% Shares
FMR LLC $10,033,861 218,937 0.34% Shares
ENVESTNET ASSET MANAGEMENT INC $9,950,510 217,118 0.34% Shares
NTV Asset Management LLC $7,906,821 172,525 0.27% Shares
TUDOR INVESTMENT CORP ET AL $7,800,037 170,195 0.26% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $7,454,479 162,655 0.25% Shares
SEGALL BRYANT & HAMILL, LLC $6,744,890 147,172 0.23% Shares
VANGUARD ASSET MANAGEMENT, Ltd $6,740,264 147,071 0.23% Shares
MetLife Investment Management, LLC $6,666,432 145,460 0.23% Shares
Retirement Systems of Alabama $6,516,476 142,188 0.22% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $6,446,733 155,643 0.22% Shares
Moody Aldrich Partners LLC $6,347,134 138,493 0.22% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $5,874,627 128,183 0.20% Shares
OLD NATIONAL BANCORP /IN/ $5,861,473 127,896 0.20% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $5,800,841 126,573 0.20% Shares
Quantinno Capital Management LP $5,740,065 125,246 0.19% Shares
WELLS FARGO & COMPANY/MN $5,690,207 124,159 0.19% Shares
AMERIPRISE FINANCIAL INC $5,607,381 122,147 0.19% Shares
FRANKLIN RESOURCES INC $5,472,423 119,407 0.19% Shares
OPPENHEIMER ASSET MANAGEMENT INC. $5,153,171 112,441 0.17% Shares
VAN ECK ASSOCIATES CORP $5,044,416 110,068 0.17% Shares
1834 INVESTMENT ADVISORS CO $4,975,765 108,564 0.17% Shares
RAYMOND JAMES FINANCIAL INC $4,924,618 107,454 0.17% Shares
BlackRock, Inc. $4,907,201 107,074 0.17% Shares
Wealthspire Advisors, LLC $4,718,284 102,945 0.16% Shares
TWO SIGMA INVESTMENTS, LP $4,693,542 102,412 0.16% Shares
Holocene Advisors, LP $4,559,902 99,496 0.15% Shares
Brandywine Global Investment Management, LLC $4,513,613 117,542 0.15% Shares
Focus Partners Wealth $4,427,660 96,609 0.15% Shares
GUGGENHEIM CAPITAL LLC $4,222,364 92,131 0.14% Shares
EP Wealth Advisors, LLC $3,978,823 86,817 0.13% Shares
AXXCESS WEALTH MANAGEMENT, LLC $3,831,775 83,608 0.13% Shares
Graham Capital Management, L.P. $3,726,391 81,309 0.13% Shares
XTX Topco Ltd $3,708,701 80,923 0.13% Shares
Legal & General Group Plc $3,677,491 80,242 0.12% Shares
BNP PARIBAS FINANCIAL MARKETS $3,663,604 79,939 0.12% Shares
CAPTRUST FINANCIAL ADVISORS $3,603,713 78,632 0.12% Shares
Rafferty Asset Management, LLC $3,569,882 77,894 0.12% Shares
Phocas Financial Corp. $3,498,066 76,327 0.12% Shares
Nicholson Wealth Management Group, LLC $3,494,308 76,245 0.12% Shares
Point72 Asset Management, L.P. $3,489,725 76,145 0.12% Shares
UBS Group AG $3,446,508 75,202 0.12% Shares
Dana Investment Advisors, Inc. $3,384,820 73,856 0.11% Shares
Waldron Private Wealth LLC $3,332,097 72,399 0.11% Shares
LPL Financial LLC $3,289,977 71,787 0.11% Shares
BARCLAYS PLC $3,248,386 70,879 0.11% Shares
BROWN ADVISORY INC $3,243,160 70,765 0.11% Shares
Sterling Capital Management LLC $3,155,991 68,863 0.11% Shares
Creative Planning $3,079,103 67,185 0.10% Shares
AMERICAN CENTURY COMPANIES INC $3,035,917 66,243 0.10% Shares
Squarepoint Ops LLC $2,860,021 62,405 0.10% Shares
Vanguard Global Advisers, LLC $2,855,209 62,300 0.10% Shares
NFJ INVESTMENT GROUP, LLC $2,700,074 58,915 0.09% Shares
Wealthcare Advisory Partners LLC $2,628,264 57,348 0.09% Shares
STALEY CAPITAL ADVISERS INC $2,591,290 56,541 0.09% Shares
Invesco Ltd. $2,564,234 55,951 0.09% Shares
JANUS HENDERSON GROUP PLC $2,549,969 61,534 0.09% Shares
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $2,546,773 55,570 0.09% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,435,681 53,146 0.08% Shares
CrossGen Wealth, LLC $2,373,570 51,791 0.08% Shares
ANCHOR CAPITAL ADVISORS LLC $2,356,579 51,420 0.08% Shares
OSAIC HOLDINGS, INC. $2,324,916 50,726 0.08% Shares
VANGUARD GROUP INC $2,298,432 59,855 0.08% Shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $2,277,018 49,684 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,223,626 48,519 0.08% Shares
State of Tennessee, Department of Treasury $2,221,060 48,463 0.08% Shares
Artemis Investment Management LLP $2,146,769 46,842 0.07% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $2,139,440 46,399 0.07% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $2,088,106 45,562 0.07% Shares
FIFTH THIRD BANCORP $2,058,217 44,910 0.07% Shares
Amundi $1,936,547 42,255 0.07% Shares
Commonwealth Financial Services, LLC $1,927,873 42,066 0.07% Shares

Company insiders 51 insiders · 5 officers · 12 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
James B Hayhurst JR Executive Vice-President June 4, 2014 M 46,900 0 0 $0
Joe L Wilson Executive Vice-President Feb. 19, 2013 A 43,588 0 0 $0
Steven E Wilson Exec VP, Secretary, Treasurer Dec. 24, 2014 M 102,132 0 0 $0
John Neuner III EXECUTIVE VICE PRESIDENT March 29, 2006 M 11,200 0 0 $0
Kendal E Carson EXECUTIVE VICE PRESIDENT Feb. 24, 2006 M 1,975 0 0 $0
Douglas W Fisher Director Feb. 29, 2016 A 209,083 0 0 $0
John M Mcmahon Director Feb. 29, 2016 A 301,000 0 0 $0
William C Pitt III Director Sept. 2, 2015 P 1,750 0 0 $0
Gaston Caperton Director July 7, 2015 P — 0 0 $0
LEECH DOUGLAS J Director March 16, 2015 S 5,959 0 0 $0
Donald L Unger Director Dec. 21, 2012 S 19,799 0 0 $0
Thomas J Blair III Director Sept. 22, 2008 S 96,400 0 0 $0
Isaac N Smith JR Director July 31, 2007 A 200 0 0 $0
Russell L Isaacs JR Director Feb. 13, 2007 P 2,000 0 0 $0
Smoot H Fahlgren Director April 29, 2005 P 15,000 0 0 $0
James G Tardiff Director Dec. 17, 2004 S 0 0 0 $0
Warren A Thornhill III Director Dec. 16, 2003 G 187,360 0 0 $0
Clinton P Winter — Aug. 4, 2026 P 458,658 13 0 $221,831
Charles J. Mildren — Feb. 23, 2026 F 20,867 0 0 $0
Anna J Schultheis — Feb. 23, 2026 F 11,650 0 0 $0
Ross M Draber — Feb. 23, 2026 F 28,872 0 0 $0
Julie R Gurtis — Feb. 23, 2026 F 28,703 0 0 $0
Ami L Shaver — Feb. 23, 2026 F 15,285 0 0 $0
Michael Proctor — Feb. 23, 2026 F 11,340 0 0 $0
Matthew L Humphrey — Feb. 23, 2026 F 37,685 0 0 $0
Ernest Bryan Douglas — Feb. 23, 2026 F 51,637 0 0 $0
William Mark Tatterson — Feb. 23, 2026 F 99,597 0 0 $0
Darren K Williams — Feb. 23, 2026 F 45,654 0 0 $0
Henry M Kayes JR — Feb. 23, 2026 F 37,580 0 0 $0
James J Consagra JR — Feb. 23, 2026 F 148,186 0 0 $0
Richard M Adams JR — Feb. 23, 2026 F 186,344 0 0 $0
Richard M Adams SR — Feb. 23, 2026 F 883,715 0 0 $0
Sara Dumond — Feb. 19, 2026 A 6,642 0 0 $0
Diana Lewis Jackson — Feb. 19, 2026 A 13,787 0 0 $0
Lacy I Rice III — Feb. 19, 2026 A 38,581 1 0 $4,201
Charles L. Capito JR — Feb. 19, 2026 A 14,162 0 0 $0
Patrice A Harris — Feb. 19, 2026 A 14,307 0 0 $0
Gary G White — Feb. 19, 2026 A 48,853 0 0 $0
Albert H Small JR — Feb. 19, 2026 A 12,147 0 0 $0
Mary K Weddle — Feb. 19, 2026 A 22,883 0 0 $0
Paul J Mcnamara — Feb. 19, 2026 A 6,722 0 0 $0
Peter A Converse — Feb. 19, 2026 A 438,261 0 0 $0
Mark R Nesselroad — Feb. 19, 2026 A 16,621 0 0 $0
Fitzgerald Michael P — May 16, 2023 P 209,273 0 0 $0
Jerry L Rexroad — Feb. 23, 2023 A 124,705 0 0 $0
Theodore Georgelas — Feb. 22, 2022 A 53,257 0 0 $0
Craige L Smith — June 4, 2020 S 21,921 0 0 $0
Robert G Astorg — Feb. 25, 2019 A 23,844 0 0 $0
CLINEBURG BERNARD H — May 12, 2017 S 165,138 0 0 $0
Lawrence K Doll — Feb. 27, 2017 A 6,631 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 1 position

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Undisclosed reporting person June 22, 2001 — Initial filing Board campaign SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 90 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SMLL · Harbor ETF Trust 3.00% 9,477 NS April 30, 2026 N-PORT
EPSV · Harbor ETF Trust 1.71% 1,950 NS April 30, 2026 N-PORT
TMDV · ProShares Trust 1.70% 1,730 NS May 31, 2026 N-PORT
REGL · ProShares Trust 1.56% 604,190 NS May 31, 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1.27% 133,424 SH Aug. 8, 2026 Daily
XMLV · Invesco Exchange-Traded Fund Trust … 1.14% 177,426 SH Aug. 8, 2026 Daily
IAT · iShares Trust 1.05% 146,291 SH Aug. 8, 2026 Daily
SMDV · ProShares Trust 1.03% 155,592 NS May 31, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.80% 90,084 NS April 30, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.65% 45,410 SH Aug. 8, 2026 Daily
DVY · iShares Trust 0.61% 2,952,437 SH Aug. 8, 2026 Daily
AUSF · Global X Funds 0.50% 97,179 NS May 31, 2026 N-PORT
PAMC · Pacer Funds Trust 0.46% 6,683 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.43% 1,283,775 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.41% 121,840 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.41% 699,449 NS April 30, 2026 N-PORT
IJJ · iShares Trust 0.37% 687,977 SH Aug. 8, 2026 Daily
EBIT · Harbor ETF Trust 0.36% 951 NS April 30, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.36% 118,004 SH Aug. 8, 2026 Daily
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 40,411 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.30% 176,797 SH Aug. 8, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.30% 14,655 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.27% 5,062 NS April 30, 2026 N-PORT
VMAX · Lattice Strategies Trust 0.27% 2,889 NS April 30, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.27% 829,825 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.26% 15,616 SH Aug. 8, 2026 Daily
MIDE · DBX ETF Trust 0.24% 189 NS May 29, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.22% 65,740 NS April 30, 2026 N-PORT
IWM · iShares Trust 0.21% 3,524,105 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.20% 29,572 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.20% 17,768 SH Aug. 8, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.20% 17,948 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.19% 805,920 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.19% 60,651 NS April 30, 2026 N-PORT
IJH · iShares Trust 0.18% 4,677,993 SH Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.18% 16,030 NS April 30, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.17% 221,817 SH Aug. 8, 2026 Daily
FNDA · SCHWAB STRATEGIC TRUST 0.16% 334,651 NS May 31, 2026 N-PORT
ITWO · ProShares Trust 0.15% 6,585 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.14% 449,575 NS April 30, 2026 N-PORT
MVV · ProShares Trust 0.13% 4,824 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.13% 2,005,775 SH Aug. 8, 2026 Daily
SCHA · SCHWAB STRATEGIC TRUST 0.13% 669,771 NS May 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 56,871 NS April 30, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.12% 2,311 NS April 30, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.12% 22,356 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.11% 24,805 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.10% 5,989 SH Aug. 8, 2026 Daily
UMDD · ProShares Trust 0.09% 673 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.09% 5,150 NS May 31, 2026 N-PORT