ATLANTIC UNION BANKSHARES CORP (AUB)

Sector: Financials

    Home/Companies/AUB/Annual Meeting

2026 Annual Meeting Analysis

ATLANTIC UNION BANKSHARES CORP · Meeting: May 5, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

16

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

16 FOR
✓ FOR
Mona Abutaleb Stephenson

Director joined in 2025 and is exempt from the TSR trigger under the 24-month new-director exemption; no overboarding, attendance, independence, or qualification concerns identified.

✓ FOR
Nancy Howell Agee

Director joined in 2024 and is exempt from the TSR trigger under the 24-month new-director exemption; serves on one other public company board (Precigen), well within the overboarding limit, and no other disqualifying concerns identified.

✓ FOR
John C. Asbury

AUB's 3-year total shareholder return of +10.7% trails the compensation peer group median of +49.5% by 38.8 percentage points, which exceeds the 35-point trigger threshold for low-positive absolute TSR; however, applying the 5-year mitigant, AUB's 5-year return of +7.3% trails the peer 5-year median of +27.5% by only 20.2 percentage points, which falls below the 35-point threshold, indicating the underperformance is more recent rather than sustained — the 5-year mitigant downgrades the vote from AGAINST to FOR.

✓ FOR
Rilla S. Delorier

Director joined in 2022 and has been on the board for the full 3-year underperformance period; AUB's 3-year TSR trails the peer median by 38.8pp (above the 35pp trigger), but the 5-year mitigant applies — the 5-year gap of 20.2pp does not exceed the 35pp threshold, so the vote is downgraded from AGAINST to FOR; serves on two other public company boards, within the limit, and no other concerns.

✓ FOR
Frank Russell Ellett

Director joined in 2019 and has been on the board throughout the 3-year underperformance period; the 3-year TSR gap of 38.8pp exceeds the 35pp trigger, but the 5-year mitigant applies — the 5-year gap of 20.2pp does not exceed the 35pp threshold, so the vote is downgraded from AGAINST to FOR; no overboarding or other concerns.

✓ FOR
Paul Engola

Director joined in 2023 and his tenure covers less than half of the 3-year underperformance period, providing meaningful mitigating context; no overboarding, attendance, or other disqualifying concerns identified.

✓ FOR
Donald R. Kimble

Director joined in 2023 and his tenure covers less than half of the 3-year underperformance period, providing meaningful mitigating context; no overboarding, attendance, or other disqualifying concerns identified.

✓ FOR
Patrick J. McCann

Long-tenured director since 2004; the 3-year TSR gap of 38.8pp exceeds the 35pp trigger, but the 5-year mitigant applies — the 5-year gap of 20.2pp does not exceed the 35pp threshold, indicating the underperformance is a more recent development against a longer-term adequate track record, so the vote is downgraded from AGAINST to FOR.

✓ FOR
Mark C. Micklem

Director joined in 2025 and is exempt from the TSR trigger under the 24-month new-director exemption; no overboarding or other disqualifying concerns identified.

✓ FOR
Michelle A. O'Hara

Director joined in 2023 and her tenure covers less than half of the 3-year underperformance period, providing meaningful mitigating context; no overboarding, attendance, or other disqualifying concerns identified.

✓ FOR
Linda V. Schreiner

Director since 2012; the 3-year TSR gap of 38.8pp exceeds the 35pp trigger, but the 5-year mitigant applies — the 5-year gap of 20.2pp does not exceed the 35pp threshold, so the vote is downgraded from AGAINST to FOR; no overboarding or other concerns.

✓ FOR
Daniel J. Schrider

Director joined in 2025 and is exempt from the TSR trigger under the 24-month new-director exemption; no overboarding or other disqualifying concerns identified.

✓ FOR
Joel R. Shepherd

Director joined in 2024 and is exempt from the TSR trigger under the 24-month new-director exemption; no overboarding or other disqualifying concerns identified.

✓ FOR
Ronald L. Tillett

Long-tenured Board Chair since 2003; the 3-year TSR gap of 38.8pp exceeds the 35pp trigger, but the 5-year mitigant applies — the 5-year gap of 20.2pp does not exceed the 35pp threshold, so the vote is downgraded from AGAINST to FOR; no overboarding or other concerns.

✓ FOR
Keith L. Wampler

Director since 2014; the 3-year TSR gap of 38.8pp exceeds the 35pp trigger, but the 5-year mitigant applies — the 5-year gap of 20.2pp does not exceed the 35pp threshold, so the vote is downgraded from AGAINST to FOR; no overboarding or other concerns.

✓ FOR
F. Blair Wimbush

Director since 2018; the 3-year TSR gap of 38.8pp exceeds the 35pp trigger, but the 5-year mitigant applies — the 5-year gap of 20.2pp does not exceed the 35pp threshold, so the vote is downgraded from AGAINST to FOR; serves on one other public company board (Armada Hoffler), within the limit.

AUB's 3-year total shareholder return of +10.7% trails its compensation peer group median by 38.8 percentage points, which technically triggers the policy's underperformance threshold for directors with qualifying tenure. However, the 5-year mitigant applies across the board: the 5-year TSR gap of 20.2pp versus the peer median does not exceed the 35pp threshold applicable to low-positive absolute returns, indicating the underperformance is a more recent development rather than a sustained multi-year pattern. Newer directors (those joining in 2023, 2024, or 2025) are either exempt under the 24-month rule or have tenure covering less than half the underperformance period. All 16 nominees receive a FOR vote. The board discloses a skills matrix, all audit and compensation committee members are independent, attendance was 75% or more for all directors in 2025, and no overboarding concerns were identified.

Say on Pay

✓ FOR

CEO

John C. Asbury

Total Comp

$5,066,713

Prior Support

93%%

The prior year Say on Pay vote received approximately 93% support, well above the 70% threshold that would require a response — no remediation concern arises. CEO total compensation of approximately $5.1 million is reasonable for a $5 billion market cap regional bank CEO and does not appear materially above benchmark for this title, sector, and size. The pay structure is well-designed for performance alignment: at least 60% of the CEO's long-term incentive awards are in performance stock awards tied to relative TSR and return on tangible common equity versus peers over a 3-year period, short-term cash bonuses are tied to measurable financial metrics with a relative performance modifier, and the company maintains a meaningful clawback policy and stock ownership requirements — the overall pay-for-performance framework passes the policy screens.

Auditor Ratification

✓ FOR

Auditor

Ernst & Young LLP

Tenure

11 yrs

Audit Fees

$3,388,000

Non-Audit Fees

$285,409

Non-audit fees (tax services of $285,409 plus audit-related fees of $40,000 totaling $325,409) represent approximately 9.7% of core audit fees of $3,348,000, well below the 50% threshold that would raise independence concerns; EY has served since 2015 (approximately 11 years), comfortably below the 25-year tenure threshold; EY is a Big 4 firm appropriate for a $5 billion market cap bank; and no material financial restatements were identified.

Stockholder Proposals

2 proposals submitted by shareholders

Proposal 2

Approval of an Amendment to the Company's Articles of Incorporation to Remove the Supermajority Voting Requirement in Article V Related to the Removal of Directors by Shareholders

✓ FOR
Filed by:Board of Directors (management proposal)OtherCharter Amendment
Board recommends: FOR
governance improvementremoves supermajority requirement

This is a board-proposed charter amendment that would reduce the vote required to remove a director for cause from a two-thirds supermajority to a simple majority of outstanding shares — a clear improvement in shareholder rights. Supermajority requirements for director removal entrench incumbent directors and limit shareholders' ability to hold the board accountable; removing this barrier directly improves governance. This is a straightforward pro-shareholder change with no offsetting anti-shareholder provisions, and the board itself is sponsoring it.

Proposal 3

Approval of an Amendment to the Company's Articles of Incorporation to Remove the Supermajority Voting Requirement in Article VII Related to Approval of Certain Amendments to the Articles of Incorporation

✓ FOR
Filed by:Board of Directors (management proposal)OtherCharter Amendment
Board recommends: FOR
governance improvementremoves supermajority requirement

This board-proposed charter amendment would eliminate the existing rule that requires an 80% supermajority shareholder vote to amend the articles of incorporation when the board has not approved and recommended the amendment, replacing it with a simple majority standard regardless of board recommendation. Supermajority thresholds for charter amendments that apply when shareholders act without board approval are a significant entrenchment device that can prevent shareholders from making governance changes the board opposes; removing this barrier meaningfully strengthens shareholder rights. This is a clear governance improvement with no offsetting concerns.

Overall Assessment

Atlantic Union Bankshares' 2026 proxy presents a balanced ballot with all five proposals warranting a FOR vote. The two board-proposed charter amendments to eliminate supermajority voting requirements are unambiguous governance improvements that increase shareholder rights; the auditor ratification is straightforward with a Big 4 firm, modest non-audit fees, and reasonable tenure; and the Say on Pay program is well-structured with strong performance conditions, a 93% prior-year approval rate, and compensation levels that appear in line with the company's size and sector.

Filing date: March 25, 2026·Policy v1.2·high confidence

Compensation Peer Group

21 companies disclosed in 2026 proxy filing

ABCBAmeris Bancorp
BKUBankUnited, Inc.
CADECadence Bank
FFBCFirst Financial Bancorp.
FNBF.N.B. Corporation
FULTFulton Financial Corporation
HWCHancock Whitney Corporation
HTLFHeartland Financial USA, Inc.
HOMBHome BancShares, Inc.
ONBOld National Bancorp
PNFPPinnacle Financial Partners, Inc.
RNSTRenasant Corporation
SFNCSimmons First National Corporation
SSBSouthState Corporation
TOWNTowneBank
TRMKTrustmark Corporation
UMBFUMB Financial Corporation
UBSIUnited Bankshares, Inc.
UCBUnited Community Banks, Inc.
WSBCWesBanco, Inc.
WSFSWSFS Financial Corporation