| Relationships | Role | Relationship Start | Relationship End |
| American Trust Bank, National Association | Parent | 7/31/1996 | 7/31/1998 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Keystone Brokerage, Llc | Buyer | Discontinued | 8/1/1998 | ||
| Mid-Atlantic Underwriters Agency, Inc | Seller | Discontinued | 6/29/1998 |