Comparable stake leader
STATE STREET CORP
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000714310.
Comparable stake leader
STATE STREET CORP
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
03 Aug 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
4.9%
from 13D/G
|
$351,276,555
23,800,351 shares
|
— | 30 Jun 2026 |
| Jennifer W. Steans |
3/4/5
Director
|
0.66%
|
$45,613,641
3,714,466 shares
|
— | 18 May 2026 |
| Jeffrey S. Wilks |
3/4/5
Director
|
0.14%
|
$8,444,898
766,129 shares
|
— | 18 May 2026 |
| Ira D. Robbins |
3/4/5
Chief Executive Officer, Director
|
0.13%
|
$9,995,983
748,233 shares
|
— | 23 Feb 2026 |
| Mark Saeger |
3/4/5
EVP, Chief Credit Officer
|
0.04%
|
$3,190,755
217,799 shares
|
— | 03 Aug 2026 |
| Yvonne M. Surowiec |
3/4/5
SEVP, Chief People Officer
|
0.03%
|
$2,596,128
194,321 shares
|
— | 23 Feb 2026 |
| Eric P. Edelstein |
3/4/5
Director
|
0.03%
|
$1,223,198
141,084 shares
|
— | 20 May 2025 |
| Patrick D. Smith |
3/4/5
SEVP, Pres Consumer Banking
|
0.02%
|
$1,658,066
133,715 shares
|
— | 23 Feb 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to selling over the last 12 months. Net value: -$1,565,250.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 25,495 | $0 | $372,992 | -$372,992 |
| 3-6 | 0 | 90,537 | $0 | $1,225,871 | -$1,225,871 |
| 6-9 | 2,500 | 0 | $33,612 | $0 | +$33,612 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-20 of 34 reporting-owner rows connected to VALLEY NATIONAL BANCORP. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| BANK LEUMI LE ISRAEL BM | 10%+ Owner | $681,258,410 | Filing P/S | 08 Nov 2024 | ||
| Jennifer W. Steans | Director | $45,613,641 | Mixed | 18 May 2026 | ||
| Ira D. Robbins | Chief Executive Officer, Director | $9,995,983 | Mixed | 23 Feb 2026 | ||
| Joseph V Chillura | SEVP, CML Banking President | $9,123,947 | Mixed | 18 Feb 2025 | ||
| Jeffrey S. Wilks | Director | $8,444,898 | Mixed | 18 May 2026 | ||
| Thomas A. Iadanza | President | $3,737,809 | Mixed | 18 Feb 2025 | ||
| Marc J. Lenner | Director | $3,261,816 | Mixed | 31 Dec 2024 | ||
| Mark Saeger | EVP, Chief Credit Officer | $3,190,755 | Median | 03 Aug 2026 | ||
| Yvonne M. Surowiec | SEVP, Chief People Officer | $2,596,128 | Mixed | 23 Feb 2026 | ||
| Ronald H. Janis | Senior EVP & General Counsel | $2,140,206 | Mixed | 15 Feb 2022 | ||
| Suresh L. Sani | Director | $1,707,537 | Mixed | 18 May 2026 | ||
| Patrick D. Smith | SEVP, Pres Consumer Banking | $1,658,066 | Mixed | 23 Feb 2026 | ||
| Gino A. Martocci | SEVP, Pres Commercial Banking | $1,511,705 | Mixed | 01 Apr 2026 | ||
| Robert J. Bardusch | SEVP, Chief Operating Officer | $1,418,659 | Mixed | 01 Feb 2022 | ||
| Michael D. Hagedorn | SEVP, Chief Financial Officer | $1,268,960 | Mixed | 20 Feb 2024 | ||
| Eric P. Edelstein | Director | $1,223,198 | Mixed | 20 May 2025 | ||
| Melissa J. Schultz | Director | $1,212,797 | Mixed | 18 May 2026 | ||
| Travis Lan | SEVP, Chief Financial Officer | $1,190,576 | Median | 03 Aug 2026 | ||
| Mitchell L. Crandell | EVP & Chief Accounting Officer | $1,113,577 | -$372,992 | -25% | Filing P/S | 12 Jun 2026 |
| Avner Mendelson | Director | $999,387 | Mixed | 21 May 2024 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark Saeger | VLY | Common Stock | Tax liability | -2.46% | -5,487 | 217,799 | 03 Aug 2026 | Direct | ||
| Travis Lan | VLY | Common Stock | Tax liability | -5.66% | -4,877 | 81,268 | 03 Aug 2026 | Direct | ||
| Lyndsey M. Sloan | VLY | Common Stock | Tax liability | -7.44% | -3,836 | 47,724 | 01 Jul 2026 | Direct | ||
| John P. Regan | VLY | Common Stock | Tax liability | -7.05% | -4,907 | 64,668 | 01 Jul 2026 | Direct | ||
| Mitchell L. Crandell | VLY | Common Stock | Sale | -25.1% | $372,992 | $14.63 | -25,495 | 76,116 | 12 Jun 2026 | Direct |
| Sidney S. Williams | VLY | Common Stock | Award | 19% | 8,121 | 50,843 | 18 May 2026 | Direct | ||
| Jeffrey S. Wilks | VLY | Common Stock | Award | 8.04% | 8,121 | 109,157 | 18 May 2026 | Direct | ||
| Carlos J. Vazquez | VLY | Common Stock | Award | 191% | 8,121 | 12,373 | 18 May 2026 | Direct | ||
| Jennifer W. Steans | VLY | Common Stock | Award | 0.68% | 8,121 | 1,207,294 | 18 May 2026 | Direct | ||
| Melissa J. Schultz | VLY | Common Stock | Award | 8.96% | 8,121 | 98,762 | 18 May 2026 | Direct | ||
| Suresh L. Sani | VLY | Common Stock | Award | 10.7% | 8,121 | 83,946 | 18 May 2026 | Direct | ||
| Nitzan Sandor | VLY | Common Stock | Award | 85.5% | 8,121 | 17,624 | 18 May 2026 | Direct | ||
| Kathleen C. Perrott | VLY | Common Stock | Award | 39.6% | 8,121 | 28,604 | 18 May 2026 | Direct | ||
| Peter V Maio | VLY | Common Stock | Award | 11.9% | 8,121 | 76,487 | 18 May 2026 | Direct | ||
| Eyal Efrat | VLY | Common Stock | Award | 72.2% | 8,121 | 19,362 | 18 May 2026 | Direct | ||
| Russell Barrett | VLY | Common Stock | Sale | -58.5% | $1,225,871 | $13.54 | -90,537 | 64,167 | 27 Apr 2026 | Direct |
| Russell Barrett | VLY | Common Stock | Options Exercise | 141.1% | 90,537 | 154,704 | 27 Apr 2026 | Direct | ||
| Russell Barrett | VLY | Stock Option/NQ | Options Exercise | -100% | -90,537 | 0 | 27 Apr 2026 | Direct | ||
| Gino A. Martocci | VLY | Common Stock | Tax liability | -4.48% | -3,836 | 81,770 | 01 Apr 2026 | Direct | ||
| Ira D. Robbins | VLY | Common Stock | Tax liability | -3.96% | -30,841 | 747,807 | 23 Feb 2026 | Direct | ||
| Ira D. Robbins | VLY | Common Stock | Award | 27.9% | 169,787 | 778,648 | 23 Feb 2026 | Direct | ||
| Mitchell L. Crandell | VLY | Common Stock | Tax liability | -2.41% | -2,512 | 101,611 | 23 Feb 2026 | Direct | ||
| Mitchell L. Crandell | VLY | Common Stock | Award | 22.7% | 19,233 | 104,123 | 23 Feb 2026 | Direct | ||
| Mark Saeger | VLY | Common Stock | Tax liability | -2.39% | -5,462 | 223,286 | 23 Feb 2026 | Direct | ||
| Mark Saeger | VLY | Common Stock | Award | 13.8% | 27,653 | 228,748 | 23 Feb 2026 | Direct | ||
| Yvonne M. Surowiec | VLY | Common Stock | Tax liability | -2.52% | -5,027 | 194,321 | 23 Feb 2026 | Direct | ||
| Yvonne M. Surowiec | VLY | Common Stock | Award | 17.1% | 29,109 | 199,348 | 23 Feb 2026 | Direct | ||
| Travis Lan | VLY | Common Stock | Tax liability | -1.47% | -1,284 | 86,145 | 23 Feb 2026 | Direct | ||
| Travis Lan | VLY | Common Stock | Award | 44% | 26,725 | 87,429 | 23 Feb 2026 | Direct | ||
| Russell Barrett | VLY | Common Stock | Tax liability | -2.96% | -1,956 | 64,167 | 23 Feb 2026 | Direct | ||
| Russell Barrett | VLY | Common Stock | Award | 84% | 30,190 | 66,123 | 23 Feb 2026 | Direct | ||
| Patrick D. Smith | VLY | Common Stock | Award | 28.8% | 29,941 | 133,715 | 23 Feb 2026 | Direct | ||
| Lyndsey M. Sloan | VLY | Common Stock | Award | 53.5% | 17,965 | 51,560 | 23 Feb 2026 | Direct | ||
| Gino A. Martocci | VLY | Common Stock | Award | 62.5% | 32,935 | 85,606 | 23 Feb 2026 | Direct | ||
| John P. Regan | VLY | Common Stock | Award | 34.8% | 17,965 | 69,575 | 23 Feb 2026 | Direct | ||
| Carlos J. Vazquez | VLY | Common Stock | Purchase | 142.7% | $33,612 | $13.44 | 2,500 | 4,252 | 17 Feb 2026 | Direct |
| John P. Regan | VLY | Common Stock | Tax liability | -3.43% | -1,835 | 51,610 | 02 Feb 2026 | Direct | ||
| Gino A. Martocci | VLY | Common Stock | Tax liability | -6.66% | -3,761 | 52,671 | 02 Feb 2026 | Direct | ||
| Ira D. Robbins | VLY | Common Stock | Tax liability | -5.62% | -38,617 | 647,971 | 02 Feb 2026 | Direct | ||
| Travis Lan | VLY | Common Stock | Tax liability | -9.9% | -6,670 | 60,704 | 02 Feb 2026 | Direct | ||
| Russell Barrett | VLY | Common Stock | Tax liability | -10.9% | -4,384 | 35,933 | 02 Feb 2026 | Direct | ||
| Mark Saeger | VLY | Common Stock | Tax liability | -5.62% | -11,979 | 201,095 | 02 Feb 2026 | Direct | ||
| Mitchell L. Crandell | VLY | Common Stock | Tax liability | -6.46% | -5,858 | 84,890 | 02 Feb 2026 | Direct | ||
| Yvonne M. Surowiec | VLY | Common Stock | Tax liability | -3.78% | -6,693 | 170,239 | 02 Feb 2026 | Direct | ||
| Carlos J. Vazquez | VLY | Common Stock | Award | 1,752 | 1,752 | 27 Jan 2026 | Direct | |||
| Jennifer W. Steans | VLY | Common Stock | Gift | 289,630 | 289,630 | 29 Oct 2025 | Trustee (Jennifer W. Steans 1996 Exempt Trust) | |||
| Jennifer W. Steans | VLY | Common Stock | Gift | -100% | -868,890 | 0 | 29 Oct 2025 | Trustee (Steans 1996 Family Trust) | ||
| Mark Saeger | VLY | Common Stock | Award | 7.11% | 14,151 | 213,074 | 01 Oct 2025 | Direct | ||
| Patrick D. Smith | VLY | Common Stock | Award | 103,774 | 103,774 | 01 Oct 2025 | Direct |