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