WILKS JEFFREY S 5
5 · VALLEY NATIONAL BANCORP · Filed Feb 14, 2022
Insider Transaction Report
Form 5
WILKS JEFFREY S
Director
Transactions
- Gift
Common Stock
2021-11-01−266,804→ 74,026 total(indirect: By Spouse) - Gift
Common Stock
2021-11-01+266,804→ 266,804 total(indirect: By Trust)
Holdings
- 60,654
Common Stock
- 10,173(indirect: By Trust)
Common Stock
- 12,187(indirect: By Trust)
Common Stock
- 10,058(indirect: By Trust)
Common Stock
- 10,173(indirect: By Trust)
Common Stock
- 2,747(indirect: By Foundation)
Common Stock
Footnotes (1)
- [F1]266,804 shares previously held by the Lise Wilks 2020 Grantor Trust ("2020 Trust") were distributed from the 2020 Trust to a trust, of which the reporting person's spouse is sole trustee and beneficiary and which trust is a beneficiary of the 2020 Trust, in an exempt transaction under Rule 16a-13. This trust then immediately contributed these 266,804 shares to the Lise Wilks 2021 GST Trust, for which the reporting person serves as trustee, for no consideration.