Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | SEVP, Chief Operating Officer | April 27, 2026 | April 28, 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 April 27, 2026 · Filed April 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,167 |
Ending reported balance
After 2026-04-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-27 · Exercise / conversion · Acquired 90,537 · Balance 154,704 Row 2 · 2026-04-27 · Sale · Disposed 90,537 · Balance 64,167 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.53 to $13.55, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock Option/NQSEC Table II · derivative / convertible security · Conversion / exercise price $8.47 · Expires 2027-02-24 | Direct | 0 |
Reported balance
After 2026-04-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-27 · Exercise / conversion · Disposed 90,537 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.53 to $13.55, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 |
|---|---|---|---|---|---|---|
| April 27, 2026 Filed Apr 28, 2026 21:11 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Exercise / conversionStock Option/NQ · Derivative | 90,537 | $0.00 Strike: $8.47 | $0.00 |
DisclosureSEC source: 0002006886-26-000005 · wk-form4_1777410703.xml · derivative · entry 3 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,537 shares Expires 2027-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2026 Filed Apr 28, 2026 21:11 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 90,537 | $13.54 | $1,225,870.98 |
DisclosureSEC source: 0002006886-26-000005 · wk-form4_1777410703.xml · nonDerivative · entry 2 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,167 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.53 to $13.55, inclusive. The reporting person undertakes to provide the issuer, any security holder of the issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 27, 2026 Filed Apr 28, 2026 21:11 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Exercise / conversionCommon Stock | 90,537 | $8.47 | $766,848.39 |
DisclosureSEC source: 0002006886-26-000005 · wk-form4_1777410703.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,704 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:27 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,956 | $13.36 | $26,132.16 |
DisclosureSEC source: 0002006886-26-000004 · wk-form4_1772054863.xml · nonDerivative · entry 3 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,167 F3 · shares: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:27 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 6,237 | $13.36 | $83,326.32 |
DisclosureSEC source: 0002006886-26-000004 · wk-form4_1772054863.xml · nonDerivative · entry 2 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,123 F2 · shares: Payout of performance stock units granted in early 2023. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 21:27 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 23,953 | $0.00 | $0.00 |
DisclosureSEC source: 0002006886-26-000004 · wk-form4_1772054863.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,886 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2023 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 02, 2026 Filed Feb 3, 2026 22:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,809 | $12.46 | $22,540.14 |
DisclosureSEC source: 0002006886-26-000002 · wk-form4_1770156541.xml · nonDerivative · entry 3 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,933 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 22:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,815 | $12.46 | $22,614.90 |
DisclosureSEC source: 0002006886-26-000002 · wk-form4_1770156541.xml · nonDerivative · entry 2 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,742 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 22:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 760 | $12.46 | $9,469.60 |
DisclosureSEC source: 0002006886-26-000002 · wk-form4_1770156541.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,557 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:33 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 439 | $8.89 | $3,902.71 |
DisclosureSEC source: 0000714310-25-000081 · wk-form4_1743629604.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,317 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:00 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 2,677 | $9.96 | $26,662.92 |
DisclosureSEC source: 0000714310-25-000049 · wk-form4_1740088809.xml · nonDerivative · entry 2 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,756 F2 · shares: Shares withheld to satisfy tax withholding obligations arising upon the payout of performance stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 22:00 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 7,151 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-25-000049 · wk-form4_1740088809.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,433 F1 · shares: Payout of performance stock units granted in early 2022. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 15:13 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 15,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-25-000041 · wk-form4_1740064405.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,282 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2023 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 03, 2025 Filed Feb 5, 2025 14:49 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,843 | $10.28 | $18,946.04 |
DisclosureSEC source: 0000714310-25-000016 · wk-form4_1738766991.xml · nonDerivative · entry 2 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,594 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 14:49 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 790 | $10.28 | $8,121.20 |
DisclosureSEC source: 0000714310-25-000016 · wk-form4_1738766991.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,437 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 18:09 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 439 | $7.96 | $3,494.44 |
DisclosureSEC source: 0000714310-24-000075 · wk-form4_1712081374.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP, Chief Operations Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,227 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:45 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 14,689 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000060 · wk-form4_1708638299.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,666 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2023 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 01, 2024 Filed Feb 5, 2024 14:00 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 754 | $9.62 | $7,253.48 |
DisclosureSEC source: 0000714310-24-000025 · wk-form4_1707141623.xml · nonDerivative · entry 1 BARRETT RUSSELL · CIK 0002006886 · SEVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,977 F1 · shares: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. 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.