Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | Sr. EVP-Chief Cons Bkg Off | February 12, 2019 | February 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 February 12, 2019 · Filed February 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,880 |
Ending reported balance
After 2019-02-12 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2019-02-12 · Grant · Acquired 16,435 · Balance 58,009 F1: Payout of performance stock unit granted in early 2016. Row 2 · 2019-02-12 · Tax withholding · Disposed 6,114 · Balance 51,895 Row 3 · 2019-02-12 · Grant · Acquired 11,985 · Balance 63,880 F2: Restricted stock units (RSUs) granted under the Valley National Bancorp 2016 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. |
| Common Stock (401k Plan)SEC Table I · non-derivative | Direct | 8,738 |
Reported balance
Holding disclosure · report date 2019-02-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,738 |
Filing footnotes · ownership attribution and instrument terms
F1: Payout of performance stock unit granted in early 2016.
F2: Restricted stock units (RSUs) granted under the Valley National Bancorp 2016 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years.
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 |
|---|---|---|---|---|---|---|
| February 12, 2019 Filed Feb 14, 2019 15:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 11,985 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000061 · wf-form4_155015702456065.xml · nonDerivative · entry 3 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,880 F2 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2016 Long Term Incentive Stock Plan. The RSUs are time-based with three-year equal vesting, with vesting on each February 1 for the next three years. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 15:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 6,114 | $10.43 | $63,769.02 |
DisclosureSEC source: 0000714310-19-000061 · wf-form4_155015702456065.xml · nonDerivative · entry 2 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,895 Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 15:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 16,435 | $10.43 | $171,417.05 |
DisclosureSEC source: 0000714310-19-000061 · wf-form4_155015702456065.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,009 F1 · shares: Payout of performance stock unit granted in early 2016. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 16:05 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,288 | $10.11 | $13,021.68 |
DisclosureSEC source: 0000714310-19-000053 · wf-form4_154938274230416.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,574 F1 · shares: Represents shares redeemed for taxes on vesting of award of restricted stock. Read SEC document |
| January 27, 2019 Filed Jan 28, 2019 21:04 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,263 | $10.38 | $13,109.94 |
DisclosureSEC source: 0000714310-19-000014 · wf-form4_154870944175542.xml · nonDerivative · entry 2 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,862 Read SEC document |
| January 24, 2019 Filed Jan 28, 2019 21:04 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,385 | $10.27 | $14,223.95 |
DisclosureSEC source: 0000714310-19-000014 · wf-form4_154870944175542.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,125 Read SEC document |
| August 16, 2018 Filed Jan 11, 2019 14:48 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000008 · wf-form5_154721811147846.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,510 Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 22:47 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 10,342 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000063 · wf-form4_151761162924520.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,510 F1 · shares: Restricted shares granted under the Valley National Bancorp 2016 Long Term Stock Incentive Plan, with three-year equal vesting beginning at grant date. Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 19:16 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 838 | $12.70 | $10,642.60 |
DisclosureSEC source: 0000714310-18-000050 · wf-form4_151742618457453.xml · nonDerivative · entry 3 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,168 Read SEC document |
| January 30, 2018 Filed Jan 31, 2018 19:16 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 4,774 | $12.70 | $60,629.80 |
DisclosureSEC source: 0000714310-18-000050 · wf-form4_151742618457453.xml · nonDerivative · entry 2 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,006 F1 · balance_after: The amount of securities beneficially owned has been adjusted to reflect the forfeiture of a portion of the performance-based restricted stock units ("RSUs") granted to the reporting person in January 2015 and originally reported on Form 4. These RSUs did not vest based on the applicable total shareholder return and growth in tangible book value conditions measured over the three-year performance period ending December 31, 2017. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 19:16 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,317 | $12.74 | $16,778.58 |
DisclosureSEC source: 0000714310-18-000050 · wf-form4_151742618457453.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,780 Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 16:06 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,451 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000031 · wf-form4_151698275642658.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,375 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 18:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 594 | $12.07 | $7,169.58 |
DisclosureSEC source: 0000714310-17-000051 · wf-form4_148588622923582.xml · nonDerivative · entry 4 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,826 Read SEC document |
| January 31, 2017 Filed Jan 31, 2017 18:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 495 | $12.07 | $5,974.65 |
DisclosureSEC source: 0000714310-17-000051 · wf-form4_148588622923582.xml · nonDerivative · entry 3 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,420 Read SEC document |
| January 30, 2017 Filed Jan 31, 2017 18:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 628 | $12.29 | $7,718.12 |
DisclosureSEC source: 0000714310-17-000051 · wf-form4_148588622923582.xml · nonDerivative · entry 2 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,915 Read SEC document |
| January 27, 2017 Filed Jan 31, 2017 18:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 872 | $12.20 | $10,638.40 |
DisclosureSEC source: 0000714310-17-000051 · wf-form4_148588622923582.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,643 F1 · balance_after: The amount of securities beneficially owned has been adjusted to reflect the forfeiture of performance-based restricted shares granted in January 2014 and originally reported on Form 4. These shares did not vest based on the applicable total shareholder return and growth in tangible book value conditions measured over the three-year performance period ending December 31, 2016. Read SEC document |
| January 24, 2017 Filed Jan 26, 2017 21:05 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,743 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-17-000045 · wf-form4_148546472276385.xml · nonDerivative · entry 1 GRENZ DIANNE M · CIK 0001024435 · Sr. EVP-Chief Cons Bkg Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,515 F1 · shares: Restricted shares granted under the Valley National Bancorp 2016 Long Term Stock Incentive Plan, with three-year equal vesting beginning at grant date. 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.