Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 109,157 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 8,121 · Balance 109,157 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 StockSEC Table I · non-derivative | IndirectLise and Jeffrey Wilks Family Foundation | 4,747 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,747 |
| Common StockSEC Table I · non-derivative | IndirectWife | 76,026 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 76,026 |
| Common StockSEC Table I · non-derivative | IndirectLise Wilks 2021 GST Trust | 266,804 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 266,804 |
| Common StockSEC Table I · non-derivative | IndirectJeffrey Wilks as Trustee FBO Lise Spiegel | 12,187 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,187 |
| Common StockSEC Table I · non-derivative | IndirectJeffrey Wilks as Trustee FBO Jack Philip Wilks | 10,173 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 10,173 |
| Common StockSEC Table I · non-derivative | IndirectLise Wilks as Trustee FBO David Wilks | 10,058 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 10,058 |
| Common StockSEC Table I · non-derivative | IndirectJeffrey Wilks as Trustee FBO Andrew Jay Wilks | 10,173 |
Reported balance
Holding disclosure · report date 2026-05-18 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 10,173 |
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 13:59 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 8,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001208462-26-000002 · wk-form4_1779199170.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,157 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 20, 2025 Filed May 21, 2025 21:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,393 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-25-000124 · wk-form4_1747863729.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,036 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 16:50 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 10,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000123 · wk-form4_1716483016.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,643 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 |
| April 25, 2023 Filed Apr 25, 2023 21:37 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000095 · wf-form4_168245861625653.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,661 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 15, 2023 14:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,000 | $10.37 | $20,732.00 |
DisclosureSEC source: 0000714310-23-000063 · wf-form4_167889132708357.xml · nonDerivative · entry 4 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Wife Disclosed balance after: 76,026 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 14:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,000 | $10.44 | $20,870.00 |
DisclosureSEC source: 0000714310-23-000063 · wf-form4_167889132708357.xml · nonDerivative · entry 3 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lise and Jeffrey Wilks Family Foundation Disclosed balance after: 4,747 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 14:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,000 | $10.64 | $21,272.00 |
DisclosureSEC source: 0000714310-23-000063 · wf-form4_167889132708357.xml · nonDerivative · entry 2 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,684 Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 14:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,000 | $10.44 | $20,874.00 |
DisclosureSEC source: 0000714310-23-000063 · wf-form4_167889132708357.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,684 Read SEC document |
| May 17, 2022 Filed May 17, 2022 21:49 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 6,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000105 · wf-form4_165282411307712.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,684 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 |
| November 01, 2021 Filed Feb 14, 2022 18:44 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 266,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000041 · wf-form5_164486423702936.xml · nonDerivative · entry 2 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Lise Wilks 2021 GST Trust Disclosed balance after: 266,804 F1 · kind: 266,804 shares previously held by the Lise Wilks 2020 Grantor Trust ("2020 Trust") were distributed from the 2020 Trust to a trust, of which the reporting person's spouse is sole trustee and beneficiary and which trust is a beneficiary of the 2020 Trust, in an exempt transaction under Rule 16a-13. This trust then immediately contributed these 266,804 shares to the Lise Wilks 2021 GST Trust, for which the reporting person serves as trustee, for no consideration. Read SEC document |
| November 01, 2021 Filed Feb 14, 2022 18:44 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 266,804 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000041 · wf-form5_164486423702936.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Wife Disclosed balance after: 74,026 F1 · kind: 266,804 shares previously held by the Lise Wilks 2020 Grantor Trust ("2020 Trust") were distributed from the 2020 Trust to a trust, of which the reporting person's spouse is sole trustee and beneficiary and which trust is a beneficiary of the 2020 Trust, in an exempt transaction under Rule 16a-13. This trust then immediately contributed these 266,804 shares to the Lise Wilks 2021 GST Trust, for which the reporting person serves as trustee, for no consideration. F1 · balance_after: 266,804 shares previously held by the Lise Wilks 2020 Grantor Trust ("2020 Trust") were distributed from the 2020 Trust to a trust, of which the reporting person's spouse is sole trustee and beneficiary and which trust is a beneficiary of the 2020 Trust, in an exempt transaction under Rule 16a-13. This trust then immediately contributed these 266,804 shares to the Lise Wilks 2021 GST Trust, for which the reporting person serves as trustee, for no consideration. Read SEC document |
| April 20, 2021 Filed Apr 20, 2021 20:23 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000077 · wf-form4_161895015413212.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,654 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 |
| May 01, 2020 Filed May 4, 2020 17:39 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 7,177 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-20-000096 · wf-form4_158861393398506.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,347 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 |
| April 17, 2019 Filed Apr 18, 2019 19:51 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 5,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000112 · wf-form4_155561706276995.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,170 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 |
| April 20, 2018 Filed Apr 23, 2018 20:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000123 · wf-form4_152451415801594.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,395 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 11:52 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-17-000111 · wf-form4_149363955741710.xml · nonDerivative · entry 1 WILKS JEFFREY S · CIK 0001208462 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,428 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: Adjusted for additional shares acquired through Valley National Bancorp's Dividend Reinvestment Plan. 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.