Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | Director | December 31, 2024 | February 14, 2025 |
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 December 31, 2024 · Filed February 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 230,858 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 230,858 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectWife | 19,911 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 19,911 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectWife Trustee | 7,238 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,238 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common Stock (IRA)SEC Table I · non-derivative | Direct | 10,401 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,401 |
| Common StockSEC Table I · non-derivative | IndirectWife - Ira | 2,636 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,636 |
| Common StockSEC Table I · non-derivative | IndirectWife Trustee for grandchildren | 3,000 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan.
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 22, 2024 Filed May 23, 2024 16:28 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 16,451 | $7.72 | $127,001.72 |
DisclosureSEC source: 0000714310-24-000101 · wk-form4_1716481711.xml · nonDerivative · entry 2 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,679 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.72 to $7.73, 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 |
| May 21, 2024 Filed May 23, 2024 16:28 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 10,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000101 · wk-form4_1716481711.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,130 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 21:15 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000075 · wf-form4_168245732051215.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 222,039 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 |
| February 21, 2023 Filed Feb 22, 2023 21:57 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | SaleCommon Stock | 6,000 | $11.90 | $71,400.00 |
DisclosureSEC source: 0000714310-23-000021 · wf-form4_167710299758993.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,062 F1 · ownership.direct: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| May 17, 2022 Filed May 17, 2022 20:40 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 6,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000087 · wf-form4_165281989075828.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,382 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. F2 · balance_after: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| December 29, 2021 Filed Feb 14, 2022 18:36 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000039 · wf-form5_164486380057095.xml · nonDerivative · entry 5 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Wife Trustee for grandchildren Disclosed balance after: 3,000 Read SEC document |
| December 29, 2021 Filed Feb 14, 2022 18:36 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000039 · wf-form5_164486380057095.xml · nonDerivative · entry 4 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Wife Trustee Disclosed balance after: 7,232 F2 · ownership.direct: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| December 29, 2021 Filed Feb 14, 2022 18:36 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000039 · wf-form5_164486380057095.xml · nonDerivative · entry 3 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 207,233 F2 · ownership.direct: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| November 05, 2021 Filed Feb 14, 2022 18:36 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | OtherCommon Stock | 9 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000039 · wf-form5_164486380057095.xml · nonDerivative · entry 2 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Abramson Family Fund Trust Disclosed balance after: 0 Read SEC document |
| November 05, 2021 Filed Feb 14, 2022 18:36 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | OtherCommon Stock | 7,770 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000039 · wf-form5_164486380057095.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Wife Trustee Disclosed balance after: 6,232 F1 · shares: Distribution of shares from family trusts to beneficiary in accordance with trust terms. The reporting person is no longer deemed the indirect beneficial owner of these shares. F2 · ownership.direct: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| April 20, 2021 Filed Apr 20, 2021 19:42 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000061 · wf-form4_161894771945885.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206,748 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 17:13 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 7,177 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-20-000088 · wf-form4_158861235637817.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,671 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 19, 2019 17:23 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 5,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000132 · wf-form4_155569457474624.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,136 F1 · shares: Directors restricted stock units awarded under the Valley's 2016 LTSIP. The award vest in one year, subject to certain exceptions. F2 · ownership.direct: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| April 20, 2018 Filed Apr 23, 2018 20:52 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000133 · wf-form4_152451671765243.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,826 F1 · acquired: 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 · ownership.direct: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| April 27, 2017 Filed May 1, 2017 11:55 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-17-000113 · wf-form4_149363971508036.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,130 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 · ownership.direct: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| December 29, 2016 Filed Jan 6, 2017 14:11 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 6,777 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-17-000014 · wf-form5_148371184857893.xml · nonDerivative · entry 1 ABRAMSON ANDREW B · CIK 0001170936 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,424 F1 · 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.