Robert M. Gorman - Executive Vice President and Chief Financial Officer
Location
Olney, MD
Holdings as of
March 31, 2025
Value $
$2.38B
Num holdings
1,215
Date filed
5/12/2025, 03:45 PM
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP code, the number of shares as
of the end of the calendar quarter for which the report is filed, and the total market value. The market value
column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in
accounts.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Robert M. Gorman
Executive Vice President and Chief Financial Officer
Richmond, Virginia
5/9/2025
On April 1, 2025, Sandy Spring Bancorp, Inc. ("Sandy Spring") was merged with and into Atlantic Union Bankshares Corporation ("Atlantic Union"), with Atlantic Union continuing as the surviving corporation. Immediately following the merger, Sandy Spring's wholly owned subsidiary bank, Sandy Spring Bank, was merged with and into Atlantic Union's wholly owned subsidiary bank, Atlantic Union Bank, with Atlantic Union Bank continuing as the surviving bank (the "Bank Merger"). As a result of the Bank Merger, West Financial Services, Inc. and SSB Wealth Management, Inc. became direct subsidiaries of Atlantic Union Bank.
List of Other Managers Reporting for Sandy Spring Bank:
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