Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MB FINANCIAL INC /MDMBFI · Entity 158820 | Director | May 19, 2017 | May 30, 2017 |
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | Director | May 18, 2026 | May 19, 2026 |
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.
MB FINANCIAL INC /MD
Report date May 19, 2017 · Filed May 30, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 198,584 |
Reported balance
After 2017-05-19 transaction · row 1
1 source rowRow 1 · 2017-05-19 · Other · Acquired 3,020 · Balance 198,584 F1: Represents pro rata distribution from Prairie Capital IV, L.P., of which the reporting person is a limited partner. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 62,871 |
Reported balance
After 2017-05-19 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2017-05-19 · Other · Acquired 3,020 · Balance 62,871 F2: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F3: By James Kastenholz (the spouse of the Reporting Person). The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 178,951 |
Reported balance
After 2017-05-19 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2017-05-19 · Other · Acquired 4,026 · Balance 178,951 F4: Represents pro rata distribution from Prairie Capital IV QP, L.P., of which the recipient is a limited partner. F5: By the Steans 1996 Family Trust, over which the Reporting Person is one of three co-trustees. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 301,128 |
Reported balance
After 2017-05-19 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2017-05-19 · Other · Acquired 28,186 · Balance 301,128 F2: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F6: By PCB Limited Partnership of which the Reporting Person is one of three general partners. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 144,808 |
Reported balance
After 2017-05-19 transaction · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · 2017-05-19 · Other · Acquired 14,093 · Balance 144,808 F2: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F7: By Trilogy Investment Group, LLC, of which the Reporting Person is one of three managing members. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 32,257 |
Reported balance
After 2017-05-19 transaction · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · 2017-05-19 · Other · Acquired 2,416 · Balance 32,257 F4: Represents pro rata distribution from Prairie Capital IV QP, L.P., of which the recipient is a limited partner. F8: By James Kastenholz (the spouse of the Reporting Person) as trustee of the Jennifer Steans 1999 Descendants Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 17,233 |
Reported balance
Holding disclosure · report date 2017-05-19 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 17,233 F9: By the Reporting Person as custodian for Nicholas J. Kastenholz, the minor child of the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents pro rata distribution from Prairie Capital IV, L.P., of which the reporting person is a limited partner.
F2: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner.
F3: By James Kastenholz (the spouse of the Reporting Person). The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose.
F4: Represents pro rata distribution from Prairie Capital IV QP, L.P., of which the recipient is a limited partner.
F5: By the Steans 1996 Family Trust, over which the Reporting Person is one of three co-trustees. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose.
F6: By PCB Limited Partnership of which the Reporting Person is one of three general partners. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose.
F7: By Trilogy Investment Group, LLC, of which the Reporting Person is one of three managing members. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose.
F8: By James Kastenholz (the spouse of the Reporting Person) as trustee of the Jennifer Steans 1999 Descendants Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose.
F9: By the Reporting Person as custodian for Nicholas J. Kastenholz, the minor child of the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose.
VALLEY NATIONAL BANCORP
Report date May 18, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,207,294 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 8,121 · Balance 1,207,294 F1: Restricted stock units awarded under the Valley National Bancorp 2023 Incentive Compensation Plan. The award vests in one year, subject to certain exceptions. |
| Common Stock (Roth IRA)SEC Table I · non-derivative | Direct | 105,000 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 105,000 |
| Common StockSEC Table I · non-derivative | IndirectHeld by partnership (Trilogy Investment Group, LLC) | 517,599 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 517,599 |
| Common StockSEC Table I · non-derivative | IndirectHeld by partnership (PCB, LP) | 297,450 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 297,450 |
| Common StockSEC Table I · non-derivative | IndirectSpouse as Trustee (Jennifer W. Steans 1999 Descendants Trust) | 211,468 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 211,468 |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 729,700 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 729,700 |
| Common StockSEC Table I · non-derivative | IndirectBy LLC | 461,325 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 461,325 |
| Common StockSEC Table I · non-derivative | IndirectTrustee (Jennifer W. Steans 1996 Exempt Trust) | 289,630 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 289,630 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded under the Valley National Bancorp 2023 Incentive Compensation Plan. The award vests in one year, subject to certain exceptions.
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 |
|---|---|---|---|---|---|---|
| May 18, 2026 Filed May 19, 2026 13:50 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 8,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001445741-26-000002 · wk-form4_1779198600.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,207,294 F1 · shares: Restricted stock units awarded under the Valley National Bancorp 2023 Incentive Compensation Plan. The award vests in one year, subject to certain exceptions. Read SEC document |
| October 29, 2025 Filed Oct 31, 2025 13:20 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 289,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001445741-25-000004 · wk-form4_1761916829.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee (Jennifer W. Steans 1996 Exempt Trust) Disclosed balance after: 289,630 F1 · kind: The 868,890 shares held by the Steans 1996 Family Trust (the "Family Trust") were divided, in accordance with the terms of the Family Trust, in equal parts and for no consideration into three sub-trusts of the Family Trust, including the Jennifer W. Steans 1996 Exempt Trust, for which the reporting person serves as trustee (the "1996 Exempt Trust"). As a result, one-third of the shares (289,630 shares) previously held in the Family Trust are now held in the 1996 Exempt Trust. The reporting person does not serve as a trustee or otherwise possess investment control over the two other sub-trusts, and as a result, she no longer possesses beneficial ownership of the registrant's shares held by those sub-trusts. Read SEC document |
| October 29, 2025 Filed Oct 31, 2025 13:20 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 868,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001445741-25-000004 · wk-form4_1761916829.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee (Steans 1996 Family Trust) Disclosed balance after: 0 F1 · kind: The 868,890 shares held by the Steans 1996 Family Trust (the "Family Trust") were divided, in accordance with the terms of the Family Trust, in equal parts and for no consideration into three sub-trusts of the Family Trust, including the Jennifer W. Steans 1996 Exempt Trust, for which the reporting person serves as trustee (the "1996 Exempt Trust"). As a result, one-third of the shares (289,630 shares) previously held in the Family Trust are now held in the 1996 Exempt Trust. The reporting person does not serve as a trustee or otherwise possess investment control over the two other sub-trusts, and as a result, she no longer possesses beneficial ownership of the registrant's shares held by those sub-trusts. Read SEC document |
| May 20, 2025 Filed May 21, 2025 21:37 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,393 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-25-000122 · wk-form4_1747863455.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,199,173 F1 · shares: Restricted stock units awarded under the Valley National Bancorp 2023 Incentive Compensation Plan. The award vests in one year, subject to certain exceptions. Read SEC document |
| May 21, 2024 Filed May 23, 2024 16:49 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 10,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000121 · wk-form4_1716482931.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,189,780 F1 · shares: Restricted stock units awarded under the Valley National Bancorp 2023 Incentive Compensation Plan. The award vests in one year, subject to certain exceptions. F2 · balance_after: Shares reconciled to current holdings to correct administrative errors on holdings. Read SEC document |
| April 25, 2023 Filed Apr 25, 2023 21:34 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock (Roth IRA) | 9,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000093 · wf-form4_168245848107685.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,977 F1 · shares: Restricted stock units awarded under the Valley National Bancorp 2023 Incentive Compensation Plan. The award vests in one year, subject to certain exceptions. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 21:23 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 100,000 | $9.91 | $991,000.00 |
DisclosureSEC source: 0000714310-23-000055 · wf-form4_167882898520783.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by partnership (Trilogy Investment Group, LLC) Disclosed balance after: 517,599 Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 21:23 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock (Roth IRA) | 50,000 | $10.29 | $514,500.00 |
DisclosureSEC source: 0000714310-23-000055 · wf-form4_167882898520783.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 14:01 UTC Amendment | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 100,000 | $9.91 | $991,000.00 |
DisclosureSEC source: 0000714310-23-000059 · wf-form4a_167888884859370.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by partnership (Trilogy Investment Group, LLC) Disclosed balance after: 517,599 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 14:01 UTC Amendment | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock (Roth IRA) | 50,000 | $10.29 | $514,500.00 |
DisclosureSEC source: 0000714310-23-000059 · wf-form4a_167888884859370.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Read SEC document |
| May 17, 2022 Filed May 17, 2022 21:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 6,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000103 · wf-form4_165282370185631.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168,821 F1 · shares: Directors restricted stock units awarded under Valley's 2021 Long-Term Stock Incentive Plan. The award vests in one year, subject to certain exceptions. Read SEC document |
| April 20, 2021 Filed Apr 20, 2021 20:18 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000075 · wf-form4_161894992014294.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,162,791 F1 · shares: Directors restricted stock units awarded under Valley's 2021 Long-Term Stock Incentive Plan. The award vests in one year, subject to certain exceptions. Read SEC document |
| February 10, 2021 Filed Apr 20, 2021 20:18 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 213,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000075 · wf-form4_161894992014294.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158,484 Read SEC document |
| May 01, 2020 Filed May 4, 2020 21:03 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 7,177 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-20-000106 · wf-form4_158862618061933.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,371,484 F1 · shares: Directors restricted stock units awarded under the Valley's 2016 LTSIP. The award vest in one year, subject to certain exceptions. Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 21:22 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 270,000 | $7.55 | $2,038,500.00 |
DisclosureSEC source: 0000714310-20-000076 · wf-form4_158413454124174.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by partnership (PCB, LP) Disclosed balance after: 297,450 Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 21:22 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock (Roth IRA) | 55,000 | $7.50 | $412,500.00 |
DisclosureSEC source: 0000714310-20-000076 · wf-form4_158413454124174.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 20:19 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | OtherCommon Stock | 255,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000174 · wf-form4_157255317061169.xml · nonDerivative · entry 7 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 461,325 F1 · shares: The reporting person contributed these shares to an LLC of which the reporting person's spouse is the managing member and a family trust, of which the reporting person's spouse is the trustee and the reporting person's immediate family members are the beneficiaries, is a member. Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 20:19 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | OtherCommon Stock | 255,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000174 · wf-form4_157255317061169.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,364,307 F1 · shares: The reporting person contributed these shares to an LLC of which the reporting person's spouse is the managing member and a family trust, of which the reporting person's spouse is the trustee and the reporting person's immediate family members are the beneficiaries, is a member. Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 19:26 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 5,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000108 · wf-form4_155561557497733.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,619,307 F1 · shares: Directors restricted stock units awarded under the Valley's 2016 LTSIP. The award vest in one year, subject to certain exceptions. Read SEC document |
| January 10, 2019 Filed Apr 18, 2019 19:26 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 347,418 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000108 · wf-form4_155561557497733.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held in custody for son Disclosed balance after: 0 F2 · shares: The reporting person no longer has a beneficial interest in the shares of common stock which were previously reported as held as custodian for her son. Her custodianship ended. Read SEC document |
| May 09, 2018 Filed May 10, 2018 18:39 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 33,842 | $12.76 | $431,823.92 |
DisclosureSEC source: 0000714310-18-000145 · wf-form4_152597754917411.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Spouse - Roth IRA Disclosed balance after: 0 Read SEC document |
| May 09, 2018 Filed May 10, 2018 18:39 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock (Roth IRA) | 141,458 | $12.76 | $1,805,004.08 |
DisclosureSEC source: 0000714310-18-000145 · wf-form4_152597754917411.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 20:08 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000121 · wf-form4_152451406259605.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,613,532 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 |
| February 14, 2018 Filed Feb 16, 2018 19:52 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | OtherCommon Stock | 206,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000099 · wf-form4_151881071553160.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By LLC Disclosed balance after: 206,325 F1 · price: The reporting person contributed these shares to an LLC of which the reporting person's spouse is the managing member and a family trust, of which the reporting person's spouse is the trustee and the reporting person's immediate family members are the beneficiaries, is a member. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 19:52 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | OtherCommon Stock | 206,325 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000099 · wf-form4_151881071553160.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,608,565 F1 · price: The reporting person contributed these shares to an LLC of which the reporting person's spouse is the managing member and a family trust, of which the reporting person's spouse is the trustee and the reporting person's immediate family members are the beneficiaries, is a member. Read SEC document |
| May 19, 2017 Filed May 30, 2017 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 2,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019735 · form4.xml · nonDerivative · entry 6 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 32,257 F4 · kind: Represents pro rata distribution from Prairie Capital IV QP, L.P., of which the recipient is a limited partner. F8 · ownership.nature: By James Kastenholz (the spouse of the Reporting Person) as trustee of the Jennifer Steans 1999 Descendants Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| May 19, 2017 Filed May 30, 2017 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 14,093 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019735 · form4.xml · nonDerivative · entry 5 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 144,808 F2 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F7 · ownership.nature: By Trilogy Investment Group, LLC, of which the Reporting Person is one of three managing members. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| May 19, 2017 Filed May 30, 2017 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 28,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019735 · form4.xml · nonDerivative · entry 4 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 301,128 F2 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F6 · ownership.nature: By PCB Limited Partnership of which the Reporting Person is one of three general partners. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| May 19, 2017 Filed May 30, 2017 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 4,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019735 · form4.xml · nonDerivative · entry 3 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 178,951 F4 · kind: Represents pro rata distribution from Prairie Capital IV QP, L.P., of which the recipient is a limited partner. F5 · ownership.nature: By the Steans 1996 Family Trust, over which the Reporting Person is one of three co-trustees. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| May 19, 2017 Filed May 30, 2017 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 3,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019735 · form4.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 62,871 F2 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F3 · ownership.nature: By James Kastenholz (the spouse of the Reporting Person). The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| May 19, 2017 Filed May 30, 2017 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 3,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019735 · form4.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,584 F1 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the reporting person is a limited partner. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:20 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 9,798 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004822 · form4.xml · nonDerivative · entry 6 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 130,715 F2 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F8 · ownership.nature: By Trilogy Investment Group, LLC, of which the Reporting Person is one of three managing members. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:20 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 2,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004822 · form4.xml · nonDerivative · entry 5 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 174,925 F4 · kind: Represents pro rata distribution from Prairie Capital IV QP, L.P., of which the recipient is a limited partner. F7 · ownership.nature: By the Steans 1996 Family Trust, over which the Reporting Person is one of three co-trustees. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:20 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 19,596 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004822 · form4.xml · nonDerivative · entry 4 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 272,942 F2 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F6 · ownership.nature: By PCB Limited Partnership of which the Reporting Person is one of three general partners. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:20 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 1,679 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004822 · form4.xml · nonDerivative · entry 3 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 29,841 F4 · kind: Represents pro rata distribution from Prairie Capital IV QP, L.P., of which the recipient is a limited partner. F5 · ownership.nature: By James Kastenholz (the spouse of the Reporting Person) as trustee of the Jennifer Steans 1999 Descendants Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:20 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004822 · form4.xml · nonDerivative · entry 2 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 59,851 F2 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the recipient is a limited partner. F3 · ownership.nature: By James Kastenholz (the spouse of the Reporting Person). The Reporting Person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the reported shares for purposes of Section 16 or any other purpose. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 17:20 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | OtherCommon Stock | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004822 · form4.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,564 F1 · kind: Represents pro rata distribution from Prairie Capital IV, L.P., of which the reporting person is a limited partner. Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 21:58 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | GiftCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004218 · form4.xml · nonDerivative · entry 1 Steans Jennifer W · CIK 0001445741 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,465 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.