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 | 123,701 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 123,701 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectSpouse | 802 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 802 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectCustodian For Sons | 20,562 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 20,562 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectCustodian For Daughters | 20,557 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 20,557 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectGrantor Trust for Mother | 68,468 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 68,468 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectGrantor Trust for Aunt | 68,470 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 68,470 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Common StockSEC Table I · non-derivative | IndirectEntin F 401K | 3,016 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 3,016 F1: Adjusted for additional shares acquired through Dividend Reinvestment Plan. |
| Preferred StockSEC Table I · non-derivative | Direct | 8,650 |
Reported balance
Holding disclosure · report date 2024-12-31 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 8,650 |
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 23, 2024 Filed May 23, 2024 16:35 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 8,894 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000109 · wk-form4_1716482123.xml · nonDerivative · entry 4 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Grantor Trust for Mother Disclosed balance after: 65,746 F2 · ownership.direct: On May 23, 2024, shares of the registrant's common stock held by the Lester M. Entin Trust were distributed for no consideration, in substantially equal parts, to the two grantor trusts reported here. The reporting person is a 50% co-trustee of these family grantor trusts. Read SEC document |
| May 23, 2024 Filed May 23, 2024 16:35 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 8,893 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000109 · wk-form4_1716482123.xml · nonDerivative · entry 3 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Grantor Trust for Aunt Disclosed balance after: 65,746 F2 · ownership.direct: On May 23, 2024, shares of the registrant's common stock held by the Lester M. Entin Trust were distributed for no consideration, in substantially equal parts, to the two grantor trusts reported here. The reporting person is a 50% co-trustee of these family grantor trusts. Read SEC document |
| May 23, 2024 Filed May 23, 2024 16:35 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 17,787 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000109 · wk-form4_1716482123.xml · nonDerivative · entry 2 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The Lester M. Entin Trust - 50% Trustee Disclosed balance after: 0 F2 · ownership.direct: On May 23, 2024, shares of the registrant's common stock held by the Lester M. Entin Trust were distributed for no consideration, in substantially equal parts, to the two grantor trusts reported here. The reporting person is a 50% co-trustee of these family grantor trusts. Read SEC document |
| May 21, 2024 Filed May 23, 2024 16:35 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 10,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000109 · wk-form4_1716482123.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,152 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 08, 2023 Filed May 9, 2023 15:11 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchasePreferred Stock | 2,000 | $15.09 | $30,180.00 |
DisclosureSEC source: 0000714310-23-000107 · wf-form4_168364505363484.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,260 F1 · shares: Purchase of Valley National Bancorp Series A Non-Cumulative Perpetual Preferred Stock, which is nonconvertible. F2 · balance_after: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| April 25, 2023 Filed Apr 25, 2023 21:28 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000085 · wf-form4_168245806610274.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,647 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 17:46 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 5,000 | $10.93 | $54,650.00 |
DisclosureSEC source: 0000714310-23-000049 · wf-form4_167881596243466.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,670 F1 · security: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| May 17, 2022 Filed May 17, 2022 21:08 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 6,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000095 · wf-form4_165282170634828.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,223 F1 · security: Adjusted for additional shares acquired through Dividend Reinvestment Plan. F2 · 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 20:00 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000067 · wf-form4_161894883845283.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,509 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 |
| December 18, 2020 Filed Feb 16, 2021 22:59 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 49,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000035 · wf-form5_161351631841721.xml · nonDerivative · entry 3 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trust for Aunt Disclosed balance after: 49,920 F1 · ownership.direct: On December 18, 2020, shares of Company stock (the "Shares") held by the Lester M. Entin Trust ("LME Trust") were distributed for no consideration to the two beneficiaries of the LME Trust. Upon distribution, the Shares were then immediately contributed for no consideration, in equal parts, to each of the family grantor trusts reported here. The reporting person is a 50% co-trustee of each of these family grantor trusts. Read SEC document |
| December 18, 2020 Filed Feb 16, 2021 22:59 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 49,920 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000035 · wf-form5_161351631841721.xml · nonDerivative · entry 2 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Grantor Trust for Mother Disclosed balance after: 49,920 F1 · ownership.direct: On December 18, 2020, shares of Company stock (the "Shares") held by the Lester M. Entin Trust ("LME Trust") were distributed for no consideration to the two beneficiaries of the LME Trust. Upon distribution, the Shares were then immediately contributed for no consideration, in equal parts, to each of the family grantor trusts reported here. The reporting person is a 50% co-trustee of each of these family grantor trusts. Read SEC document |
| December 18, 2020 Filed Feb 16, 2021 22:59 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 99,840 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000035 · wf-form5_161351631841721.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · The Lester M. Entin Trust - 50% Trustee Disclosed balance after: 22,310 F1 · ownership.direct: On December 18, 2020, shares of Company stock (the "Shares") held by the Lester M. Entin Trust ("LME Trust") were distributed for no consideration to the two beneficiaries of the LME Trust. Upon distribution, the Shares were then immediately contributed for no consideration, in equal parts, to each of the family grantor trusts reported here. The reporting person is a 50% co-trustee of each of these family grantor trusts. Read SEC document |
| May 01, 2020 Filed May 4, 2020 18:57 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 7,177 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-20-000098 · wf-form4_158861865787374.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,742 F1 · shares: Directors restricted stock units awarded under the Valley's 2016 LTSIP. The award vest in one year, subject to certain exceptions. F2 · balance_after: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| March 11, 2020 Filed Mar 11, 2020 19:20 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,650 | $7.64 | $20,246.00 |
DisclosureSEC source: 0000714310-20-000070 · wf-form4_158395439314673.xml · nonDerivative · entry 3 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Entin F 401K Disclosed balance after: 2,650 Read SEC document |
| April 17, 2019 Filed Apr 18, 2019 19:19 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 5,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000106 · wf-form4_155561516134785.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,987 F1 · security: Adjusted for additional shares acquired through Dividend Reinvestment Plan. F2 · 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 20:58 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-18-000134 · wf-form4_152451706710996.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,367 F1 · security: Adjusted for additional shares acquired through Dividend Reinvestment Plan. F2 · 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 05, 2018 Filed Feb 6, 2018 21:39 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,040 | $12.23 | $24,945.12 |
DisclosureSEC source: 0000714310-18-000089 · wf-form4_151795315846138.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,001 F1 · security: Adjusted for additional shares acquired through Dividend Reinvestment Plan. Read SEC document |
| April 27, 2017 Filed Apr 27, 2017 17:02 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-17-000101 · wf-form4_149331253804884.xml · nonDerivative · entry 1 LENNER MARC J · CIK 0001421013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,845 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.