Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COHEN & STEERS, INC.CNS · Entity 4049 | Chief Financial Officer, EVP | August 21, 2025 | August 22, 2025 |
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | SEVP, Chief Risk Officer | April 01, 2024 | April 02, 2024 |
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.
COHEN & STEERS, INC.
Report date August 21, 2025 · Filed August 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,534 |
Reported balance
After 2025-08-21 transaction · row 1
1 source rowRow 1 · 2025-08-21 · Grant · Acquired 161 · Balance 22,534 F1: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2025 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024 and January 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2025 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024 and January 2025.
VALLEY NATIONAL BANCORP
Report date April 01, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,583 |
Reported balance
After 2024-04-01 transaction · row 1
1 source rowRow 1 · 2024-04-01 · Tax withholding · Disposed 1,316 · Balance 37,583 F1: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld to satisfy tax withholding obligations arising upon the vesting of restricted stock units in a transaction exempt under Rule 16b-3.
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 |
|---|---|---|---|---|---|---|
| August 21, 2025 Filed Aug 22, 2025 16:22 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 161 | $0.00 | $0.00 |
DisclosureSEC source: 0001363068-25-000003 · wk-form4_1755879756.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,534 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2025 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024 and January 2025. Read SEC document |
| June 24, 2025 Filed Jun 25, 2025 20:07 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | Tax withholdingCommon Stock | 2,470 | $76.01 | $187,744.70 |
DisclosureSEC source: 0001284812-25-000229 · wk-form4_1750882020.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,373 F1 · shares: Represents the withholding by the issuer of shares of common stock in connection with the reporting person's tax obligations upon the vesting of previously reported restricted stock units ("RSUs") and delivery of the common stock underlying such RSUs. Read SEC document |
| May 22, 2025 Filed May 23, 2025 17:03 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 195 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-25-000219 · wk-form4_1748019804.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,843 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's second quarter 2025 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024 and January 2025. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 18:06 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 196 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-25-000111 · wk-form4_1741975579.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,648 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's first quarter 2025 dividend and accrued to the reporting person on unvested restricted stock units granted in January 2022, January 2023, January 2024 and January 2025. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:38 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 8,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-25-000034 · wk-form4_1738705123.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,452 F1 · shares: Represents restricted stock units ("RSUs") granted by the issuer to the reporting person constituting the portion of the reporting person's 2024 annual incentive performance bonus that was mandatorily deferred by the issuer. Any dividends paid on the issuer's common stock are paid in additional RSUs (the "dividend RSUs"). The RSUs vest ratably over four years, and the dividend RSUs vest on the fourth anniversary of the grant date of the RSUs. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:12 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-24-000418 · wk-form4_1733263933.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,242 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's fourth quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024. Read SEC document |
| August 22, 2024 Filed Aug 23, 2024 20:06 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 111 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-24-000313 · wk-form4_1724443558.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,152 F1 · shares: Represents the acquisition of dividend equivalent restricted stock units in connection with the issuer's third quarter 2024 dividend and accrued to the reporting person on unvested restricted stock units granted in June 2024. Read SEC document |
| June 24, 2024 Filed Jun 25, 2024 20:19 UTC | COHEN & STEERS, INC. CNS · Entity 4049 | GrantCommon Stock | 16,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001284812-24-000242 · wk-form4_1719346776.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · Chief Financial Officer, EVP 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,041 F1 · shares: Represents restricted stock units ("RSUs") granted by the issuer to the reporting person. Any dividends paid on the issuer's common stock are paid in additional RSUs (the "dividend RSUs"). The RSUs vest ratably over three years, and the dividend RSUs vest on the third anniversary of the grant date of the RSUs. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 18:18 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,316 | $7.96 | $10,475.36 |
DisclosureSEC source: 0000714310-24-000077 · wk-form4_1712081899.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · SEVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,583 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 19:54 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 17,627 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000044 · wk-form4_1708631628.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · SEVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,899 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 13:48 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,517 | $9.62 | $14,593.54 |
DisclosureSEC source: 0000714310-24-000019 · wk-form4_1707140880.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · SEVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,272 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 04, 2023 Filed Apr 6, 2023 13:40 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 1,316 | $9.24 | $12,159.84 |
DisclosureSEC source: 0000714310-23-000071 · wf-form4_168078844673781.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · SEVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,789 Read SEC document |
| February 22, 2023 Filed Feb 23, 2023 18:10 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 12,584 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000023 · wf-form4_167717582018154.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · SEVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,105 F1 · shares: Restricted stock units (RSUs) granted under the Valley National Bancorp 2021 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 |
| April 01, 2022 Filed Apr 5, 2022 18:03 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock · Derivative | 402,380 | $0.00 Strike: $8.47 | $0.00 |
DisclosureSEC source: 0000714310-22-000075 · wf-form4_164918180538391.xml · derivative · entry 2 Dakkuri Raja A · CIK 0001363068 · SEVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,380 Underlying: Common Stock · 402,380 shares Expires 2025-08-22 F1 · price: Effective April 1, 2022, Valley National Bancorp ("Valley") completed its acquisition of Bank Leumi Le-Israel Corporation, a New York Corporation ("Leumi USA"), pursuant to the Agreement and Plan of Merger, dated as of September 22, 2021 (the "Merger Agreement"). Pursuant to the Merger Agreement, at the effective time of the merger, each fully vested outstanding Leumi USA stock option held by an active employee of Leumi USA was converted into a stock option to acquire shares of Valley Common Stock, with the number of shares underlying each such stock option and the applicable exercise price adjusted based on an exchange ratio of 4.225 shares of Valley Common Stock per share of Leumi USA Common Stock. F1 · derivative.underlying_shares: Effective April 1, 2022, Valley National Bancorp ("Valley") completed its acquisition of Bank Leumi Le-Israel Corporation, a New York Corporation ("Leumi USA"), pursuant to the Agreement and Plan of Merger, dated as of September 22, 2021 (the "Merger Agreement"). Pursuant to the Merger Agreement, at the effective time of the merger, each fully vested outstanding Leumi USA stock option held by an active employee of Leumi USA was converted into a stock option to acquire shares of Valley Common Stock, with the number of shares underlying each such stock option and the applicable exercise price adjusted based on an exchange ratio of 4.225 shares of Valley Common Stock per share of Leumi USA Common Stock. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:03 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 11,521 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000075 · wf-form4_164918180538391.xml · nonDerivative · entry 1 Dakkuri Raja A · CIK 0001363068 · SEVP, Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,521 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.