0000714310-22-000041.txt : 20220214
0000714310-22-000041.hdr.sgml : 20220214
20220214134412
ACCESSION NUMBER: 0000714310-22-000041
CONFORMED SUBMISSION TYPE: 5
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: WILKS JEFFREY S
CENTRAL INDEX KEY: 0001208462
FILING VALUES:
FORM TYPE: 5
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-11277
FILM NUMBER: 22629007
MAIL ADDRESS:
STREET 1: C/O STATE BANCORP, INC.
STREET 2: TWO JERICHO PLAZA
CITY: JERICHO
STATE: NY
ZIP: 11753
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: VALLEY NATIONAL BANCORP
CENTRAL INDEX KEY: 0000714310
STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021]
IRS NUMBER: 222477875
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: ONE PENN PLAZA
CITY: NEW YORK
STATE: NY
ZIP: 10119
BUSINESS PHONE: (973) 305-8800
MAIL ADDRESS:
STREET 1: ONE PENN PLAZA
CITY: NEW YORK
STATE: NY
ZIP: 10119
5
1
wf-form5_164486423702936.xml
FORM 5
X0306
5
2021-12-31
0
0
0
0000714310
VALLEY NATIONAL BANCORP
VLY
0001208462
WILKS JEFFREY S
1455 VALLEY ROAD
WAYNE
NJ
07470
1
0
0
0
Common Stock
2021-11-01
5
G
0
266804
0
D
74026
I
Wife
Common Stock
2021-11-01
5
G
0
266804
0
A
266804
I
Lise Wilks 2021 GST Trust
Common Stock
60654
D
Common Stock
12187
I
Jeffrey Wilks as Trustee FBO Lise Spiegel
Common Stock
2747
I
Lise and Jeffrey Wilks Family Foundation
Common Stock
10173
I
Jeffrey Wilks as Trustee FBO Jack Philip Wilks
Common Stock
10058
I
Lise Wilks as Trustee FBO David Wilks
Common Stock
10173
I
Jeffrey Wilks as Trustee FBO Andrew Jay Wilks
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.
/s/ JEFFREY S. WILKS
2022-02-14