Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | Director | March 14, 2019 | March 14, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
VALLEY NATIONAL BANCORP
Report date March 14, 2019 · Filed March 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectWIFE AS TRUSTEE | 887,252 |
Reported balance
After 2019-03-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-03-14 · Sale · Disposed 3,100 · Balance 887,252 F1: Mr. Korde and his spouse disclaim beneficial interest and any pecuniary interest and economic interest in these shares. All shares listed are owned by four adult children who each created grantor trust for financial planning purposes. |
| Common StockSEC Table I · non-derivative | Direct | 659,111 |
Reported balance
Holding disclosure · report date 2019-03-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 659,111 |
| Common StockSEC Table I · non-derivative | IndirectCO-TRUSTEE INV TRUST | 315,378 |
Reported balance
Holding disclosure · report date 2019-03-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 315,378 |
| Common Stock / IRASEC Table I · non-derivative | Direct | 126,438 |
Reported balance
Holding disclosure · report date 2019-03-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 126,438 |
| Common StockSEC Table I · non-derivative | IndirectWIFE | 338,923 |
Reported balance
Holding disclosure · report date 2019-03-14 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 338,923 |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Korde and his spouse disclaim beneficial interest and any pecuniary interest and economic interest in these shares. All shares listed are owned by four adult children who each created grantor trust for financial planning purposes.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 14, 2019 Filed Mar 14, 2019 18:35 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 3,100 | $10.19 | $31,589.00 |
DisclosureSEC source: 0000714310-19-000102 · wf-form4_155258853161236.xml · nonDerivative · entry 1 KORDE GERALD · CIK 0001170943 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · WIFE AS TRUSTEE Disclosed balance after: 887,252 F1 · balance_after: Mr. Korde and his spouse disclaim beneficial interest and any pecuniary interest and economic interest in these shares. All shares listed are owned by four adult children who each created grantor trust for financial planning purposes. Read SEC document |
| November 13, 2018 Filed Nov 27, 2018 20:13 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 3,000 | $10.03 | $30,090.00 |
DisclosureSEC source: 0000714310-18-000183 · wf-form4_154334960899140.xml · nonDerivative · entry 1 KORDE GERALD · CIK 0001170943 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · WIFE AS TRUSTEE Disclosed balance after: 890,352 F1 · balance_after: Mr. Korde and his spouse disclaim benefical interest and any pecuniary interest and economic interest in these shares. All shares listed are owned by four adult children who each created grantor trusts for financial planning purposes. Read SEC document |
| June 08, 2018 Filed Jun 11, 2018 13:49 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 3,774 | $13.27 | $50,080.98 |
DisclosureSEC source: 0000714310-18-000155 · wf-form4_152872495426342.xml · nonDerivative · entry 2 KORDE GERALD · CIK 0001170943 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · WIFE Disclosed balance after: 338,923 Read SEC document |
| June 08, 2018 Filed Jun 11, 2018 13:49 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 1,226 | $13.27 | $16,269.02 |
DisclosureSEC source: 0000714310-18-000155 · wf-form4_152872495426342.xml · nonDerivative · entry 1 KORDE GERALD · CIK 0001170943 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 659,111 Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 20:11 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000129 · wf-form4_152451426837646.xml · nonDerivative · entry 1 KORDE GERALD · CIK 0001170943 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660,337 F1 · shares: Restricted shares granted under the Valley National Bancorp 2016 Long Term Stock Incentive Plan, vesting 100% in one year, representing a portion of Reporting Person's annual board retainer. Read SEC document |
| April 27, 2017 Filed May 1, 2017 13:38 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-17-000115 · wf-form4_149364590704457.xml · nonDerivative · entry 1 KORDE GERALD · CIK 0001170943 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,370 F1 · shares: Restricted shares granted under the Valley National Bancorp 2016 Long Term Stock Incentive Plan, vesting 100% in one year, representing a portion of Reporting Person's annual board retainer. F2 · balance_after: Amount of securities beneficially owned have been adjusted for prior years of Valley National Bancorp stock dividends. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.