Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VALLEY NATIONAL BANCORPVLY · Entity 3674 | Director | May 21, 2024 | May 23, 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.
VALLEY NATIONAL BANCORP
Report date May 21, 2024 · Filed May 23, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 97,826 |
Reported balance
After 2024-05-21 transaction · row 1
1 source rowRow 1 · 2024-05-21 · Grant · Acquired 10,982 · Balance 97,826 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 | IndirectCo-Trustee with spouse (for son) | 3,075 |
Reported balance
Holding disclosure · report date 2024-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,075 |
| Common StockSEC Table I · non-derivative | IndirectCo-Trustee with spouse (for daughter) | 3,075 |
Reported balance
Holding disclosure · report date 2024-05-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,075 |
| Preferred StockSEC Table I · non-derivative | Direct | 2,500 |
Reported balance
Holding disclosure · report date 2024-05-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,500 |
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 21, 2024 Filed May 23, 2024 16:30 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 10,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000103 · wk-form4_1716481819.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,826 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 04, 2024 Filed Mar 5, 2024 13:39 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 2,245 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000069 · wk-form4_1709645963.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,844 Read SEC document |
| May 25, 2023 Filed May 26, 2023 19:59 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GiftCommon Stock | 2,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000116 · wk-form4_1685131164.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,599 Read SEC document |
| May 08, 2023 Filed May 9, 2023 12:51 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchasePreferred Stock | 2,500 | $17.45 | $43,625.00 |
DisclosureSEC source: 0000714310-23-000105 · wf-form4_168363668486360.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 F1 · shares: Purchase of Valley National Bancorp Series B Non-Cumulative Perpetual Preferred Stock, which is nonconvertible. Read SEC document |
| April 25, 2023 Filed Apr 25, 2023 21:18 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000077 · wf-form4_168245748055997.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,371 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 21:16 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,500 | $10.93 | $27,325.00 |
DisclosureSEC source: 0000714310-23-000053 · wf-form4_167882855162189.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,394 Read SEC document |
| May 17, 2022 Filed May 17, 2022 20:57 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 6,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000091 · wf-form4_165282094792880.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,894 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 |
| April 20, 2021 Filed Apr 20, 2021 19:53 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,307 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-21-000063 · wf-form4_161894835817749.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,864 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 17:19 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 7,177 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-20-000090 · wf-form4_158861273696557.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,557 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 20:08 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 5,775 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-19-000122 · wf-form4_155561810076087.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,380 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: 0000714310-18-000122 · wf-form4_152451411006840.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,605 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 |
| January 29, 2018 Filed Jan 29, 2018 20:48 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 552 | $12.70 | $7,012.83 |
DisclosureSEC source: 0000714310-18-000040 · wf-form4_151725887401067.xml · nonDerivative · entry 2 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,638 Read SEC document |
| January 29, 2018 Filed Jan 29, 2018 20:48 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 2,881 | $12.70 | $36,599.94 |
DisclosureSEC source: 0000714310-18-000040 · wf-form4_151725887401067.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,086 Read SEC document |
| April 27, 2017 Filed Apr 27, 2017 16:58 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-17-000099 · wf-form4_149331228061540.xml · nonDerivative · entry 1 Baum Peter J · CIK 0001553528 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,205 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.