UNBNasdaqState Commercial BanksFiscal year ends December 31
UNION BANKSHARES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$22.80−0.20 (-0.87%)
Close on Oct 19, 2026
- Market cap
- $110.18M
- P/E (TTM)
- 8.8
- Dividend yield
- 6.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
15.9%
1M of 5M shares
Institutional holders
51
14 new, 15 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
9 buys · 0 sales
Net bought $44.93K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Zucker Anita G | 347,994 | 7.54% | 13D (active) | May 12, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UNB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 151,233 | 3.06% | $3.67M | +1,759 | 0.00% |
| Cardinal Capital Management | 104,509 | 2.11% | $2.54M | +1,949 | 0.31% |
| Truffle Hound Capital, LLC | 80,000 | 1.62% | $1.94M | New | 0.41% |
| BlackRock, Inc. | 65,942 | 1.33% | $1.60M | −134,089 | 0.00% |
| Geode Capital Management, LLC | 45,223 | 0.91% | $1.10M | −43,257 | 0.00% |
| Dimensional Fund Advisors LP | 41,052 | 0.83% | $995.89K | – | 0.00% |
| Spears Abacus Advisors LLC | 40,169 | 0.81% | $974.50K | – | 0.02% |
| Millennium Management LLC | 31,709 | 0.64% | $769.26K | New | 0.00% |
| Trust Co Of Vermont | 29,323 | 0.59% | $711.38K | New | 0.03% |
| Vanguard Fiduciary Trust Co | 22,438 | 0.45% | $544.35K | −2,910 | 0.00% |
| Renaissance Technologies LLC | 21,852 | 0.44% | $530.13K | +3,620 | 0.00% |
| Morgan Stanley | 21,236 | 0.43% | $515.19K | +1,434 | 0.00% |
| Goldman Sachs Group Inc | 16,723 | 0.34% | $405.70K | −12,383 | 0.00% |
| Northern Trust Corp | 16,494 | 0.33% | $400.14K | −31,149 | 0.00% |
| Jane Street Group, LLC | 13,966 | 0.28% | $338.82K | New | 0.00% |
| LPL Financial LLC | 13,924 | 0.28% | $337.79K | +51 | 0.00% |
| Aqr Capital Management LLC | 13,390 | 0.27% | $324.83K | New | 0.00% |
| State Street Corp | 11,191 | 0.23% | $271.49K | −25,384 | 0.00% |
| Hsbc Holdings PLC | 10,535 | 0.21% | $251.58K | New | 0.00% |
| Citadel Advisors LLC | 9,381 | 0.19% | $227.58K | −2,165 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 51 | 1M | 15.9% | 14 / 12 | 17 / 15 | 0M | 0M |
| Q1 2026 | 53 | 1M | 18.1% | 11 / 19 | 12 / 5 | 0M | 0M |
| Q4 2025 | 49 | 1M | 18.5% | 4 / 17 | 17 / 5 | 0M | 0M |
| Q3 2025 | 50 | 1M | 21.5% | 15 / 13 | 12 / 2 | 0M | 0M |
| Q2 2025 | 37 | 1M | 22.0% | 10 / 16 | 5 / 8 | 0M | 0M |
| Q1 2025 | 35 | 1M | 18.5% | 5 / 10 | 9 / 3 | 0M | 0M |
| Q4 2024 | 33 | 1M | 18.2% | 6 / 10 | 9 / 0 | 0M | 0M |
| Q3 2024 | 27 | 1M | 15.1% | 3 / 9 | 6 / 3 | 0M | 0M |
| Q2 2024 | 28 | 1M | 14.8% | 1 / 11 | 8 / 2 | 0M | 0M |
| Q1 2024 | 29 | 1M | 15.9% | 2 / 12 | 7 / 4 | 0M | 0M |
| Q4 2023 | 31 | 1M | 13.7% | 7 / 11 | 6 / 1 | 0M | 0M |
| Q3 2023 | 25 | 1M | 10.3% | 1 / 7 | 8 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UNB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 107,198 | 2.17% | $2.60M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 42,158 | 0.85% | $1.02M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 19,944 | 0.40% | $460.71K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 18,499 | 0.37% | $427.33K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 15,310 | 0.31% | $352.59K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 13,466 | 0.27% | $326.69K | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 7,329 | 0.15% | $168.79K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 6,798 | 0.14% | $157.03K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 6,109 | 0.12% | $141.12K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 5,575 | 0.11% | $135.25K | 0.09% | Jun 30, 2026 |
| Vanguard Russell 2000 Growth Index Fund | 3,307 | 0.07% | $76.39K | 0.00% | May 31, 2026 |
| U.S. Core Equity 2 Portfolio | 3,042 | 0.06% | $70.06K | 0.00% | Jul 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 2,643 | 0.05% | $61.05K | 0.00% | May 31, 2026 |
| Schwab Total Stock Market Index Fund | 2,125 | 0.04% | $48.94K | 0.00% | Jul 31, 2026 |
| U.S. Vector Equity Portfolio | 2,000 | 0.04% | $46.06K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Timothy Willis Sargent | Vice-Chairman, Director | 4,758 | 0.10% | May 22, 2026 |
| Dyke Cornelius John Van | Chairman, Director | 5,491 | 0.11% | Feb 13, 2026 |
| Jeffrey F. Weidley | President | 3,000 | 0.06% | May 22, 2026 |
| Karyn J. Hale | Chief Financial Officer | 11,749 | 0.24% | Mar 11, 2026 |
| David Scott Silverman | Director | 46,864 | 0.95% | Aug 28, 2026 |
| Dawn D. Bugbee | Director | 6,487 | 0.13% | Aug 26, 2026 |
| Nancy C. Putnam | Director | 5,353 | 0.11% | May 22, 2026 |
| Janet P. Spitler | Director | 2,386 | 0.05% | May 22, 2026 |
| Mary K. Parent | Director | 2,247 | 0.05% | May 22, 2026 |
| Gregory D. Sargent | Director | 2,946 | 0.06% | May 22, 2026 |
| Joel S. Bourassa | Director | 2,302 | 0.05% | May 23, 2025 |
| Mitchell A. Kent | – | 0 | – | Sep 22, 2026 |
| Brian P. Sullivan | – | 0 | – | Sep 16, 2026 |
| Steven P. Cote | – | 794 | 0.02% | May 22, 2026 |
| Walter B. Frame III | – | 1,694 | 0.03% | May 22, 2026 |
| Vincent W. Schoenig | – | 6,984 | 0.14% | Mar 11, 2026 |
| Patricia N. Hogan | – | 11,859 | 0.24% | Mar 11, 2026 |
| Stephen H. Kendall | – | 11,496 | 0.23% | Mar 11, 2026 |
| Jonathan Jay Gould | – | 14,830 | 0.30% | Mar 11, 2026 |
| Carrie R. Locklin | – | 3,273 | 0.07% | Mar 11, 2026 |
| Lura L. Jacques | – | 1,874 | 0.04% | Feb 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Scott Silverman Director | Aug 26, 2026 | Buy | +1,000 | $23.76 | $23.76K | 46,864 |
| Dawn D. Bugbee Director | Aug 25, 2026 | Buy | +200 | $23.80 | $4.76K | 6,487 |
| Dawn D. Bugbee Director | Jul 27, 2026 | Buy | +200 | $23.30 | $4.66K | 6,287 |
| Nancy C. Putnam Director | May 20, 2026 | Award | +694 | – | – | 5,353 |
| Steven P. Cote – | May 20, 2026 | Award | +694 | – | – | 794 |
| Gregory D. Sargent Director | May 20, 2026 | Award | +694 | – | – | 2,946 |
| Walter B. Frame III – | May 20, 2026 | Award | +694 | – | – | 1,694 |
| Janet P. Spitler Director | May 20, 2026 | Award | +694 | – | – | 2,386 |
| Dawn D. Bugbee Director | May 20, 2026 | Award | +694 | – | – | 6,087 |
| Mary K. Parent Director | May 20, 2026 | Award | +694 | – | – | 2,247 |
| Timothy Willis Sargent Vice-Chairman, Director | May 20, 2026 | Award | +694 | – | – | 4,758 |
| Jeffrey F. Weidley President | May 4, 2026 | Award | +3,000 | – | – | 3,000 |
| Carrie R. Locklin – | Mar 11, 2026 | Award | +920 | – | – | 3,273 |
| Karyn J. Hale Chief Financial Officer | Mar 11, 2026 | Award | +2,939 | – | – | 11,749 |
| Jonathan Jay Gould – | Mar 11, 2026 | Award | +2,750 | – | – | 14,830 |
| Vincent W. Schoenig – | Mar 11, 2026 | Award | +2,301 | – | – | 6,984 |
| David Scott Silverman President & CEO, Director | Mar 11, 2026 | Award | +6,153 | – | – | 45,864 |
| Patricia N. Hogan – | Mar 11, 2026 | Award | +2,301 | – | – | 11,859 |
| Stephen H. Kendall – | Mar 11, 2026 | Award | +2,301 | – | – | 11,496 |
| Jonathan Jay Gould – | Feb 5, 2026 | Other | +149.64 | $24.74 | $3.70K | 12,080 |
| Vincent W. Schoenig – | Feb 5, 2026 | Other | +47.37 | $24.74 | $1.17K | 4,683 |
| Patricia N. Hogan – | Feb 5, 2026 | Buy | +8.57 | $25.28 | $217 | 9,558 |
| Patricia N. Hogan – | Feb 5, 2026 | Other | +108.58 | $24.74 | $2.69K | 9,549 |
| Stephen H. Kendall – | Feb 5, 2026 | Other | +105.78 | $24.74 | $2.62K | 9,195 |
| Jonathan Jay Gould – | Dec 16, 2025 | Tax withholding | −468.25 | $23.13 | $10.83K | 11,930 |
| Vincent W. Schoenig – | Dec 16, 2025 | Tax withholding | −727.41 | $23.13 | $16.82K | 4,636 |
| Patricia N. Hogan – | Dec 16, 2025 | Tax withholding | −481.96 | $23.13 | $11.15K | 9,441 |
| Karyn J. Hale Chief Financial Officer | Dec 16, 2025 | Tax withholding | −725.71 | $23.13 | $16.79K | 8,810 |
| Stephen H. Kendall – | Dec 16, 2025 | Tax withholding | −487.72 | $23.13 | $11.28K | 9,089 |
| Carrie R. Locklin – | Dec 16, 2025 | Tax withholding | −178.47 | $23.13 | $4.13K | 2,353 |
| David Scott Silverman President & CEO, Director | Dec 16, 2025 | Tax withholding | −453.73 | $23.13 | $10.49K | 39,711 |
| Dyke Cornelius John Van Chairman, Director | Dec 1, 2025 | Buy | +200 | $22.61 | $4.52K | 5,091 |
| Dyke Cornelius John Van Chairman, Director | Dec 1, 2025 | Buy | +50 | $22.60 | $1.13K | 5,141 |
| Dyke Cornelius John Van Chairman, Director | Nov 6, 2025 | Other | +29.24 | $23.42 | $685 | 4,891 |
| Jonathan Jay Gould – | Nov 6, 2025 | Other | +133.66 | $23.42 | $3.13K | 12,398 |
| Vincent W. Schoenig – | Nov 6, 2025 | Other | +36.02 | $23.42 | $844 | 5,363 |
| Patricia N. Hogan – | Nov 6, 2025 | Buy | +9.24 | $23.09 | $213 | 9,923 |
| Patricia N. Hogan – | Nov 6, 2025 | Other | +96.22 | $23.42 | $2.25K | 9,913 |
| Stephen H. Kendall – | Nov 6, 2025 | Other | +93.11 | $23.42 | $2.18K | 9,576 |
| Mary K. Parent Director | Nov 5, 2025 | Buy | +50 | $23.53 | $1.18K | 1,553 |
| Dyke Cornelius John Van Chairman, Director | Oct 31, 2025 | Buy | +200 | $22.44 | $4.49K | 4,862 |
| Dyke Cornelius John Van Chairman, Director | Aug 7, 2025 | Other | +24.76 | $27.30 | $676 | 4,662 |
| Jonathan Jay Gould – | Aug 7, 2025 | Other | +113.18 | $27.30 | $3.09K | 12,265 |
| Vincent W. Schoenig – | Aug 7, 2025 | Other | +30.5 | $27.30 | $833 | 5,327 |
| Patricia N. Hogan – | Aug 7, 2025 | Other | +81.48 | $27.30 | $2.22K | 9,809 |
| Patricia N. Hogan – | Aug 7, 2025 | Buy | +7.8 | $27.01 | $211 | 9,817 |
| Stephen H. Kendall – | Aug 7, 2025 | Other | +78.84 | $27.30 | $2.15K | 9,483 |
| Dyke Cornelius John Van Chairman, Director | May 21, 2025 | Award | +452 | – | – | 4,637 |
| Mary K. Parent Director | May 21, 2025 | Award | +452 | – | – | 1,503 |
| Dawn D. Bugbee Director | May 21, 2025 | Award | +452 | – | – | 5,393 |
| Joel S. Bourassa Director | May 21, 2025 | Award | +452 | – | – | 2,302 |
| Gregory D. Sargent Director | May 21, 2025 | Award | +452 | – | – | 2,252 |
| Janet P. Spitler Director | May 21, 2025 | Award | +452 | – | – | 1,692 |
| Nancy C. Putnam Director | May 21, 2025 | Award | +452 | – | – | 4,659 |
| Timothy Willis Sargent Vice-Chairman, Director | May 21, 2025 | Award | +452 | – | – | 4,064 |
| Jonathan Jay Gould – | May 1, 2025 | Other | +92.34 | $33.11 | $3.06K | 12,152 |
| Vincent W. Schoenig – | May 1, 2025 | Other | +24.88 | $33.11 | $824 | 5,297 |
| Patricia N. Hogan – | May 1, 2025 | Other | +66.47 | $33.11 | $2.20K | 9,722 |
| Patricia N. Hogan – | May 1, 2025 | Buy | +6.01 | $34.67 | $208 | 9,728 |
| Stephen H. Kendall – | May 1, 2025 | Other | +64.32 | $33.11 | $2.13K | 9,405 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.