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 | 124,743 |
Reported balance
After 2024-05-21 transaction · row 1
1 source rowRow 1 · 2024-05-21 · Grant · Acquired 10,982 · Balance 124,743 F1: Restricted stock units awarded under the Valley National Bancorp 2023 Incentive Compensation Plan. The award vests in one year, subject to certain exceptions. |
| Preferred StockSEC Table I · non-derivative | Direct | 2,611 |
Reported balance
Holding disclosure · report date 2024-05-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,611 |
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 16:41 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 10,982 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-24-000113 · wk-form4_1716482463.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,743 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 01, 2024 Filed Apr 2, 2024 18:01 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 17,754 | $7.96 | $141,321.84 |
DisclosureSEC source: 0000714310-24-000073 · wk-form4_1712080851.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,761 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 |
| May 12, 2023 Filed May 16, 2023 17:17 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 1,000 | $13.93 | $13,930.00 |
DisclosureSEC source: 0000714310-23-000109 · wk-form4_1684257454.xml · nonDerivative · entry 4 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,126 Read SEC document |
| May 12, 2023 Filed May 16, 2023 17:17 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 1,000 | $16.48 | $16,480.00 |
DisclosureSEC source: 0000714310-23-000109 · wk-form4_1684257454.xml · nonDerivative · entry 3 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,126 Read SEC document |
| May 12, 2023 Filed May 16, 2023 17:17 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 376 | $16.60 | $6,241.60 |
DisclosureSEC source: 0000714310-23-000109 · wk-form4_1684257454.xml · nonDerivative · entry 2 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,126 Read SEC document |
| May 12, 2023 Filed May 16, 2023 17:17 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchaseCommon Stock | 235 | $16.50 | $3,877.50 |
DisclosureSEC source: 0000714310-23-000109 · wk-form4_1684257454.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,750 Read SEC document |
| May 12, 2023 Filed May 19, 2023 16:35 UTC Amendment | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchasePreferred Stock | 1,000 | $13.93 | $13,930.00 |
DisclosureSEC source: 0000714310-23-000112 · wk-form4a_1684514125.xml · nonDerivative · entry 4 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,611 F1 · security: This Form 4/A is being filed to report that the reporting person purchased shares of preferred stock ( the "Transactions"), not common stock as reported in the original Form 4 filed on May 16, 2023 ("Original Form 4"), and to report the reporting person's common stock holdings as of the date of the Transactions. This Form 4/A amends and restates the Original Form 4. F3 · shares: Purchase of Valley National Bancorp Series A Non-Cumulative Perpetual Preferred Stock, which is nonconvertible. Read SEC document |
| May 12, 2023 Filed May 19, 2023 16:35 UTC Amendment | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchasePreferred Stock | 1,000 | $16.48 | $16,480.00 |
DisclosureSEC source: 0000714310-23-000112 · wk-form4a_1684514125.xml · nonDerivative · entry 3 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,611 F1 · security: This Form 4/A is being filed to report that the reporting person purchased shares of preferred stock ( the "Transactions"), not common stock as reported in the original Form 4 filed on May 16, 2023 ("Original Form 4"), and to report the reporting person's common stock holdings as of the date of the Transactions. This Form 4/A amends and restates the Original Form 4. F2 · shares: Purchase of Valley National Bancorp Series B Non-Cumulative Perpetual Preferred Stock, which is nonconvertible. Read SEC document |
| May 12, 2023 Filed May 19, 2023 16:35 UTC Amendment | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchasePreferred Stock | 376 | $16.60 | $6,241.60 |
DisclosureSEC source: 0000714310-23-000112 · wk-form4a_1684514125.xml · nonDerivative · entry 2 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 611 F1 · security: This Form 4/A is being filed to report that the reporting person purchased shares of preferred stock ( the "Transactions"), not common stock as reported in the original Form 4 filed on May 16, 2023 ("Original Form 4"), and to report the reporting person's common stock holdings as of the date of the Transactions. This Form 4/A amends and restates the Original Form 4. F2 · shares: Purchase of Valley National Bancorp Series B Non-Cumulative Perpetual Preferred Stock, which is nonconvertible. Read SEC document |
| May 12, 2023 Filed May 19, 2023 16:35 UTC Amendment | VALLEY NATIONAL BANCORP VLY · Entity 3674 | PurchasePreferred Stock | 235 | $16.50 | $3,877.50 |
DisclosureSEC source: 0000714310-23-000112 · wk-form4a_1684514125.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 235 F1 · security: This Form 4/A is being filed to report that the reporting person purchased shares of preferred stock ( the "Transactions"), not common stock as reported in the original Form 4 filed on May 16, 2023 ("Original Form 4"), and to report the reporting person's common stock holdings as of the date of the Transactions. This Form 4/A amends and restates the Original Form 4. F2 · 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 21:25 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 9,977 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-23-000083 · wf-form4_168245791714633.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,515 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 04, 2023 Filed Apr 6, 2023 21:37 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | Tax withholdingCommon Stock | 17,754 | $9.24 | $164,046.96 |
DisclosureSEC source: 0000714310-23-000073 · wf-form4_168081702090263.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,538 Read SEC document |
| May 17, 2022 Filed May 17, 2022 22:08 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 6,030 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000109 · wf-form4_165282522863695.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,292 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 01, 2022 Filed Apr 5, 2022 16:13 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock · Derivative | 1,207,141 | $0.00 Strike: $8.47 | $0.00 |
DisclosureSEC source: 0000714310-22-000069 · wf-form4_164917517891271.xml · derivative · entry 2 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,207,141 Underlying: Common Stock · 1,207,141 shares Expires 2025-08-22 F2 · price: 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. F2 · derivative.underlying_shares: 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 16:13 UTC | VALLEY NATIONAL BANCORP VLY · Entity 3674 | GrantCommon Stock | 132,162 | $0.00 | $0.00 |
DisclosureSEC source: 0000714310-22-000069 · wf-form4_164917517891271.xml · nonDerivative · entry 1 MENDELSON AVNER · CIK 0001920669 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,262 F1 · 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"). In connection with the merger, Valley assumed the reporting person's non-competition agreement with Leumi USA and the related restricted stock unit ("RSU") award. The RSU award will vest in equal increments on April 1, 2023, April 1, 2024 and April 1, 2025. 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.