Valley National Bancorp (VLY)
New York City, NY, US
Valley National Bancorp, the holding company for Valley National Bank, delivers an extensive array of financial services encompassing commercial, retail, insurance, and wealth management. Its operations are organized into three core segments: Commercial Lending, Consumer Lending, and Investment Management. The institution accepts a variety of deposits, including non-interest-bearing, savings, NOW, money market, and time accounts. Its diverse lending portfolio features commercial and industrial loans, commercial and residential real estate mortgages, automobile financing, and loans backed by the cash surrender value of life insurance. Valley National also provides home equity loans and credit lines, as well as other secured and unsecured consumer loans. The company strategically invests in various securities and interest-bearing deposits with other banks. For international clients, it offers services like standby and documentary letters of credit, foreign exchange transactions, documentary collections, international wire transfers, and transaction accounts for non-resident aliens. Furthermore, the company furnishes investment services for individuals and small to medium-sized businesses, alongside trusts and custom-tailored investment strategies for a range of retirement plans. Its comprehensive trust offerings include living and testamentary trusts, investment management, custodial and escrow services, and estate administration. Additional services comprise tax credit advisory, a full spectrum of insurance agency services (property, casualty, life, health, and title), healthcare equipment lending, other commercial equipment leasing, and real estate-related investments. Customers benefit from modern conveniences such as online, mobile, and telephone banking, overdraft protection, drive-in and night deposit options, ATMs, remote deposit capture, and safe deposit boxes. As of December 31, 2021, Valley National Bancorp operated 232 branch locations across New Jersey, New York, Florida, and Alabama. The company was founded in 1927 and maintains its headquarters in New York, New York.
Based on only 1 article — low confidence
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Rock | — | 1994-10-04 | View |
| RockBank | — | 1994-12-20 | View |
| Lakeland | LLSL | 1995-04-07 | View |
| Ramapo Bank | — | 1999-03-17 | View |
| Valley National Bancorp | VLY | 2000-10-12 | View |
| Merchants Bank | MBNY | 2000-10-12 | View |
| Rule | — | 2005-02-09 | View |
| Oritani | GFLS | 2008-04-22 | View |
| STATE | — | 2011-06-30 | View |
| Valley Vote | FUBC | 2014-06-19 | View |
| BANCSHARES CLASS C | — | 2015-07-29 | View |
| USAMERIBANCORP | — | 2017-09-29 | View |
| WESTCHESTER | — | 2021-08-09 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.36% | +0.73% | +1.47% | +9.20% | +21.64% | +17.89% | +59.38% | +86.59% | -4.64% | +44.49% | +2,951.32% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 8 | -1 |
| Hold | 3 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 5 |
15.80
+8.6%
|
| Last Year | 17 |
14.50
-0.3%
|
| All Time | 27 |
12.98
-10.8%
|
-
Revenue growth-2.2% Q1'26: +3.4% (vs Q1'25)
-
EPS growth+46.4% Q1'26: +55.6% (vs Q1'25)
-
FCF margin— Q1'26: +23.9% (vs Q1'25)
-
EBIT margin— Q1'26: +24.0% (vs Q1'25)
-
ROIC— Q1'26: +6.2% (vs Q1'25)
-
Share dilution+8.9% Q1'26: -0.7% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 3.64× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 9 Rev. Ana. 9 EPS Ana. |
Dec 2027 10 Rev. Ana. 10 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
571.62M
est: 298.20M (+91.7%)
|
627.31M
est: 358.33M (+75.1%)
|
621.96M
est: 404.44M (+53.8%)
|
598.66M
est: 427.43M (+40.1%)
|
605.70M
est: 433.90M (+39.6%)
|
603.25M
est: 456.89M (+32.0%)
|
698.82M
est: 458.59M (+52.4%)
|
779.44M
est: 450.60M (+73.0%)
|
814.04M
est: 455.49M (+78.7%)
|
732.95M
est: 988.55M (-25.9%)
|
784.44M
est: 674.15M (+16.4%)
|
768.14M
est: 523.69M (+46.7%)
|
786.12M
est: 587.34M (+33.8%)
|
792.14M
est: 597.31M (+32.6%)
|
744.75M
est: 563.54M (+32.2%)
|
714.22M
est: 520.09M (+37.3%)
|
790.83M
est: 631.39M (+25.3%)
|
870.15M
est: 710.15M (+22.5%)
|
945.86M
est: 768.93M (+23.0%)
|
1.29B
est: 930.08M (+39.1%)
|
1.54B
est: 1.04B (+47.3%)
|
1.57B
est: 1.30B (+20.6%)
|
1.49B
est: 1.36B (+9.8%)
|
2.18B
est: 1.88B (+16.4%)
|
3.35B
est: 1.76B (+91.0%)
|
3.57B
est: 1.85B (+93.4%)
|
3.49B
est: 2.01B (+73.6%)
|
2.27B
2.25B – 2.28B
+13.0% YoY
|
2.50B
2.48B – 2.52B
+9.9% YoY
|
2.67B
2.67B – 2.67B
+6.7% YoY
|
| EBITDA |
211.18M
est: 96.69M (+118.4%)
|
215.57M
est: 116.19M (+85.5%)
|
226.47M
est: 131.15M (+72.7%)
|
241.00M
est: 385.55M (-37.5%)
|
271.29M
est: 403.80M (-32.8%)
|
250.76M
est: 405.68M (-38.2%)
|
254.30M
est: 148.71M (+71.0%)
|
228.67M
est: 146.11M (+56.5%)
|
227.70M
est: 147.70M (+54.2%)
|
132.41M
est: 512.76M (-74.2%)
|
189.75M
est: 460.95M (-58.8%)
|
208.51M
est: 400.06M (-47.9%)
|
220.91M
est: 410.39M (-46.2%)
|
238.64M
est: 404.23M (-41.0%)
|
206.91M
est: 361.61M (-42.8%)
|
176.62M
est: 314.79M (-43.9%)
|
157.15M
est: 349.25M (-55.0%)
|
269.14M
est: 424.39M (-36.6%)
|
287.60M
est: 486.57M (-40.9%)
|
375.66M
est: 720.45M (-47.9%)
|
528.19M
est: 932.28M (-43.3%)
|
612.33M
est: 836.71M (-26.8%)
|
691.70M
est: 848.86M (-18.5%)
|
860.11M
est: 887.70M (-3.1%)
|
761.54M
est: 506.77M (+50.3%)
|
517.35M
est: 533.07M (-2.9%)
|
743.87M
est: 580.74M (+28.1%)
|
656.51M
650.73M – 659.41M
+13.0% YoY
|
721.45M
715.63M – 727.27M
+9.9% YoY
|
769.79M
769.79M – 769.79M
+6.7% YoY
|
| EBIT |
187.08M
est: 86.55M (+116.1%)
|
192.76M
est: 104.01M (+85.3%)
|
199.36M
est: 117.39M (+69.8%)
|
219.30M
est: 124.07M (+76.8%)
|
233.15M
est: 125.94M (+85.1%)
|
228.60M
est: 132.62M (+72.4%)
|
230.23M
est: 133.11M (+73.0%)
|
203.58M
est: 130.79M (+55.6%)
|
204.93M
est: 132.21M (+55.0%)
|
110.53M
est: 286.94M (-61.5%)
|
167.55M
est: 195.68M (-14.4%)
|
184.94M
est: 152.01M (+21.7%)
|
195.22M
est: 170.48M (+14.5%)
|
210.38M
est: 173.38M (+21.3%)
|
178.94M
est: 163.57M (+9.4%)
|
147.23M
est: 150.96M (-2.5%)
|
126.90M
est: 183.27M (-30.8%)
|
233.38M
est: 206.13M (+13.2%)
|
252.74M
est: 223.19M (+13.2%)
|
329.69M
est: 269.97M (+22.1%)
|
456.80M
est: 302.65M (+50.9%)
|
530.07M
est: 376.88M (+40.6%)
|
640.74M
est: 393.59M (+62.8%)
|
780.67M
est: 544.31M (+43.4%)
|
678.33M
est: 465.52M (+45.7%)
|
438.52M
est: 489.68M (-10.4%)
|
743.87M
est: 533.47M (+39.4%)
|
603.07M
597.76M – 605.73M
+13.0% YoY
|
662.72M
657.38M – 668.06M
+9.9% YoY
|
707.13M
707.13M – 707.13M
+6.7% YoY
|
| Net Income |
125.34M
est: 103.76M (+20.8%)
|
126.74M
est: 106.79M (+18.7%)
|
135.20M
est: 134.52M (+0.5%)
|
154.62M
est: 149.59M (+3.4%)
|
153.42M
est: 147.23M (+4.2%)
|
154.40M
est: 154.30M (+0.1%)
|
163.45M
est: 158.43M (+3.2%)
|
163.69M
est: 158.73M (+3.1%)
|
153.23M
est: 147.90M (+3.6%)
|
93.59M
est: 94.53M (-1.0%)
|
116.06M
est: 113.30M (+2.4%)
|
130.01M
est: 123.23M (+5.5%)
|
132.51M
est: 129.19M (+2.6%)
|
143.63M
est: 138.09M (+4.0%)
|
131.96M
est: 125.98M (+4.8%)
|
116.17M
est: 106.81M (+8.8%)
|
102.96M
est: 108.55M (-5.1%)
|
168.15M
est: 170.21M (-1.2%)
|
161.91M
est: 170.72M (-5.2%)
|
261.43M
est: 276.98M (-5.6%)
|
309.79M
est: 304.58M (+1.7%)
|
390.61M
est: 373.09M (+4.7%)
|
473.84M
est: 477.57M (-0.8%)
|
568.85M
est: 507.21M (+12.2%)
|
498.51M
est: 478.92M (+4.1%)
|
380.27M
est: 365.84M (+3.9%)
|
597.98M
est: 541.40M (+10.5%)
|
709.54M
707.16M – 735.22M
+31.1% YoY
|
868.51M
848.57M – 888.44M
+22.4% YoY
|
1.04B
1.03B – 1.06B
+19.8% YoY
|
| SGA |
93.34M
est: 74.69M (+25.0%)
|
98.84M
est: 81.10M (+21.9%)
|
104.42M
est: 103.41M (+1.0%)
|
113.96M
est: 110.39M (+3.2%)
|
126.77M
est: 121.54M (+4.3%)
|
131.76M
est: 131.71M (+0.0%)
|
139.69M
est: 135.67M (+3.0%)
|
146.84M
est: 142.35M (+3.2%)
|
149.57M
est: 142.29M (+5.1%)
|
162.56M
est: 199.56M (-18.5%)
|
187.25M
est: 195.91M (-4.4%)
|
193.88M
est: 182.95M (+6.0%)
|
197.44M
est: 194.69M (+1.4%)
|
221.36M
est: 214.70M (+3.1%)
|
211.18M
est: 211.20M (0.0%)
|
207.54M
est: 197.42M (+5.1%)
|
238.63M
est: 292.20M (-18.3%)
|
263.32M
est: 260.44M (+1.1%)
|
283.16M
est: 290.32M (-2.5%)
|
362.08M
est: 387.87M (-6.6%)
|
344.30M
est: 336.57M (+2.3%)
|
350.10M
est: 334.17M (+4.8%)
|
390.05M
est: 393.51M (-0.9%)
|
549.57M
est: 343.62M (+59.9%)
|
591.48M
est: 383.16M (+54.4%)
|
609.28M
est: 403.05M (+51.2%)
|
805.69M
est: 439.09M (+83.5%)
|
496.38M
492.01M – 498.57M
+13.0% YoY
|
545.47M
541.08M – 549.87M
+9.9% YoY
|
582.03M
582.03M – 582.03M
+6.7% YoY
|
| EPS |
0.78
est: 0.76 (+2.6%)
|
0.79
est: 0.82 (-3.7%)
|
0.85
est: 0.88 (-3.4%)
|
1.02
est: 0.93 (+9.7%)
|
1.05
est: 0.97 (+8.2%)
|
1.06
est: 1.05 (+1.0%)
|
1.07
est: 1.01 (+5.9%)
|
1.04
est: 0.99 (+5.1%)
|
1.00
est: 0.90 (+11.1%)
|
0.58
est: 0.93 (-37.3%)
|
0.58
est: 0.63 (-7.9%)
|
0.73
est: 0.65 (+12.3%)
|
0.75
est: 0.74 (+1.4%)
|
0.73
est: 0.70 (+4.3%)
|
0.66
est: 0.61 (+8.2%)
|
0.56
est: 0.52 (+7.7%)
|
0.42
est: 0.57 (-26.5%)
|
0.63
est: 0.62 (+0.9%)
|
0.58
est: 0.69 (-15.9%)
|
0.75
est: 0.81 (-7.6%)
|
0.88
est: 0.91 (-3.7%)
|
0.94
est: 0.94 (+0.1%)
|
1.13
est: 1.15 (-1.5%)
|
1.14
est: 1.31 (-12.7%)
|
0.95
est: 0.85 (+11.7%)
|
0.70
est: 0.63 (+10.6%)
|
1.02
est: 0.97 (+5.1%)
|
1.28
1.25 – 1.30
+32.3% YoY
|
1.55
1.51 – 1.58
+20.4% YoY
|
1.85
1.82 – 1.87
+19.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Morgan Stanley | Overweight | Equal Weight | Downgrade |
| 2026-04-27 | Piper Sandler | Overweight | Overweight | Maintain |
| 2026-04-24 | RBC Capital | Outperform | Outperform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Bank Leumi le-Israel B.M. | 71.86M | 14.20% | 71.86M | — | 71.86M | — | BK | Israel | 2022-04-11 | ↗ |
| 2 | (1) BlackRock, Inc. | 55.06M | 13.50% | 54.22M | — | 55.06M | — | HC | Delaware | 2022-02-07 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 44.73M | 8.83% | — | — | — | 810.8K | IA | — | 2023-02-09 | ↗ |
| 4 | 30-0447847 | 25.85M | 5.10% | 25.08M | — | 25.85M | — | IA | Delaware | 2024-10-31 | ↗ |
| 5 | (. | 22.49M | 5.57% | 22.02M | — | 22.49M | — | IA | Delaware Limited Partnership | 2020-02-12 | ↗ |
| 6 | STATE STREET CORPORATION | 15.23M | 3.77% | — | 13.72M | — | 15.23M | HC | — | 2020-02-13 | ↗ |
| 7 | BlackRock for purposes of Schedule 13G filings. | 9.52M | 6.44% | 9.52M | — | 9.52M | — | HC | Delaware | 2010-01-29 | ↗ |
| 8 | 04-3519872 | 8.57M | 5.30% | — | — | — | — | IA | Delaware | 2011-02-11 | ↗ |
| 9 | Columbia Wanger Asset Management, L.P. 04-3519872 | 8.22M | 5.60% | 7.84M | — | 8.22M | — | IA | Delaware | 2010-02-01 | ↗ |
| 10 | Stilwell Value Partners III, L.P. | 4.98M | 9.00% | 121.9K | — | 10.54M | 107.0K | PN | Pennsylvania | 2014-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 13.25M +13.3M (+100.0%) | 154.80B +154.8B (+100.0%) | 2.37% +2.368 pp | 0.23% +0.234 pp | USD11.68 +0.0% | 1 qtrs NEW |
| 2 | — | 1.30M +1.3M (+100.0%) | 15.15B +15.2B (+100.0%) | 0.23% +0.232 pp | 2.80% +2.804 pp | USD11.68 +0.0% | 1 qtrs NEW |
| 3 | BLACKROCK, INC. | 70.45M +244.5K (+0.3%) | 822.86M +78.7M (+10.6%) | 12.59% +0.051 pp | 0.01% +0.001 pp | USD9.07 +28.8% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 49.44M -380.4K (-0.8%) | 577.42M +49.4M (+9.3%) | 8.83% -0.063 pp | 0.01% +0.001 pp | USD11.46 +1.9% | 84 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 30.38M -96.6K (-0.3%) | 354.86M +31.8M (+9.8%) | 5.44% +0.001 pp | 0.07% +0.005 pp | USD9.93 +17.6% | 51 qtrs — |
| 6 | STATE STREET CORP | 26.18M -1.4M (-5.1%) | 308.78M +13.2M (+4.5%) | 4.68% -0.248 pp | 0.01% +0.000 pp | USD10.07 +16.0% | 51 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 13.03M +247.7K (+1.9%) | 152.20M +16.7M (+12.3%) | 2.33% +0.046 pp | 0.01% +0.001 pp | USD10.37 +12.6% | 78 qtrs — |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 11.70M -4.5M (-28.0%) | 136.69M -35.6M (-20.7%) | 2.10% -0.806 pp | 0.02% -0.006 pp | USD9.06 +28.9% | 20 qtrs — |
| 9 | MILLENNIUM MANAGEMENT LLC | 8.00M -1.6M (-16.5%) | 93.43M -8.1M (-8.0%) | 1.43% -0.281 pp | 0.04% -0.004 pp | USD9.74 +19.9% | 28 qtrs — |
| 10 | AZORA CAPITAL LP | 7.80M -1.9M (-19.8%) | 91.08M -12.0M (-11.7%) | 1.39% -0.344 pp | 5.74% +0.959 pp | USD10.60 +10.2% | 2 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.72M -209.2K (-2.6%) | 90.14M +6.1M (+7.3%) | 1.38% -0.037 pp | 0.01% +0.001 pp | USD10.31 +13.3% | 100 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 7.40M -668.4K (-8.3%) | 86.42M +905.7K (+1.1%) | 1.32% -0.119 pp | 0.01% +0.000 pp | USD8.57 +36.3% | 73 qtrs — |
| 13 | FULLER & THALER ASSET MANAGEMENT, INC. | 6.97M -1.6M (-19.1%) | 81.42M -9.9M (-10.8%) | 1.25% -0.293 pp | 0.28% -0.035 pp | USD9.14 +27.8% | 13 qtrs — |
| 14 | MARSHALL WACE, LLP | 6.83M +6.2M (+1,013.8%) | 79.79M +73.3M (+1,127.2%) | 1.22% +1.111 pp | 0.07% +0.066 pp | USD11.42 +2.3% | 7 qtrs — |
| 15 | NORGES BANK | 6.13M +6.1M (+100.0%) | 71.55M +71.6M (+100.0%) | 1.10% +1.098 pp | 0.01% +0.008 pp | USD11.68 +0.0% | 1 qtrs NEW |
| 16 | AMERICAN CENTURY COMPANIES INC | 6.09M -47.9K (-0.8%) | 71.16M +6.1M (+9.3%) | 1.09% -0.005 pp | 0.04% +0.003 pp | USD10.83 +7.8% | 49 qtrs — |
| 17 | AQR CAPITAL MANAGEMENT LLC | 6.02M +225.0K (+3.9%) | 70.37M +8.9M (+14.5%) | 1.08% +0.044 pp | 0.04% -0.003 pp | USD8.27 +41.2% | 24 qtrs — |
| 18 | MORGAN STANLEY | 5.72M +1.6M (+39.6%) | 66.76M +23.4M (+53.8%) | 1.02% +0.290 pp | 0.00% +0.001 pp | USD10.23 +14.2% | 51 qtrs — |
| 19 | NORTHERN TRUST CORP | 5.39M -348.0K (-6.1%) | 62.94M +2.1M (+3.5%) | 0.97% -0.059 pp | 0.01% +0.000 pp | USD10.12 +15.4% | 51 qtrs — |
| 20 | POINT72 ASSET MANAGEMENT, L.P. | 5.37M +5.4M (+100.0%) | 62.74M +62.7M (+100.0%) | 0.96% +0.963 pp | 0.07% +0.070 pp | USD11.68 +0.0% | 1 qtrs NEW |
| 21 | SQUAREPOINT OPS LLC | 5.24M +3.8M (+260.8%) | 61.20M +45.8M (+297.5%) | 0.94% +0.677 pp | 0.07% +0.050 pp | USD11.07 +5.5% | 18 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 4.78M -1.2M (-20.6%) | 55.85M -7.9M (-12.5%) | 0.86% -0.218 pp | 0.01% -0.003 pp | USD10.60 +10.2% | 66 qtrs — |
| 23 | UBS GROUP AG | 4.58M -1.3M (-22.0%) | 53.46M -8.7M (-14.0%) | 0.82% -0.230 pp | 0.01% -0.001 pp | USD10.27 +13.7% | 45 qtrs — |
| 24 | JANE STREET GROUP, LLC | 3.94M +2.9M (+280.5%) | 46.07M +35.1M (+319.2%) | 0.70% +0.520 pp | 0.01% +0.005 pp | USD11.30 +3.4% | 26 qtrs — |
| 25 | ARTEMIS INVESTMENT MANAGEMENT LLP | 3.91M +2.8M (+252.9%) | 45.67M +33.9M (+288.8%) | 0.70% +0.501 pp | 0.55% +0.406 pp | USD11.37 +2.7% | 2 qtrs — |
| 26 | VOYA INVESTMENT MANAGEMENT LLC | 3.82M +3.1M (+402.2%) | 44.58M +36.5M (+453.4%) | 0.68% +0.548 pp | 0.04% +0.036 pp | USD11.16 +4.7% | 51 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 3.63M +133.2K (+3.8%) | 42.39M +5.3M (+14.4%) | 0.65% +0.024 pp | 0.00% +0.001 pp | USD9.21 +26.8% | 52 qtrs — |
| 28 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3.04M -448.1K (-12.9%) | 35.45M -1.5M (-4.0%) | 0.54% -0.080 pp | 0.12% +0.001 pp | USD8.14 +43.5% | 8 qtrs — |
| 29 | HRT FINANCIAL LP | 2.94M +556.2K (+23.4%) | 34.29M +9.1M (+35.9%) | 0.52% +0.100 pp | 0.11% +0.016 pp | USD10.41 +12.2% | 3 qtrs — |
| 30 | WEDGE CAPITAL MANAGEMENT L L P/NC | 2.82M -927.6K (-24.8%) | 32.91M -6.8M (-17.1%) | 0.50% -0.165 pp | 0.59% -0.082 pp | USD8.89 +31.4% | 4 qtrs — |
| 31 | INVESCO LTD. | 2.66M -239.5K (-8.3%) | 31.07M +334.7K (+1.1%) | 0.48% -0.043 pp | 0.00% 0.000 pp | USD9.79 +19.3% | 57 qtrs — |
| 32 | NUVEEN, LLC | 2.59M -76.7K (-2.9%) | 30.29M +2.0M (+7.0%) | 0.46% -0.013 pp | 0.01% +0.001 pp | USD9.52 +22.7% | 4 qtrs — |
| 33 | BARCLAYS PLC | 2.49M +909.2K (+57.4%) | 29.14M +14.8M (+102.9%) | 0.45% +0.163 pp | 0.01% +0.003 pp | USD10.08 +15.9% | 51 qtrs — |
| 34 | VICTORY CAPITAL MANAGEMENT INC | 2.25M -6.1M (-73.0%) | 26.24M -62.1M (-70.3%) | 0.40% -1.086 pp | 0.01% -0.037 pp | USD9.20 +27.0% | 26 qtrs — |
| 35 | LEEWARD INVESTMENTS, LLC - MA | 1.91M +322.5K (+20.3%) | 22.33M +5.5M (+32.6%) | 0.34% +0.058 pp | 1.13% +0.269 pp | USD9.64 +21.2% | 12 qtrs — |
| 36 | ALLIANCEBERNSTEIN L.P. | 1.70M +117.6K (+7.4%) | 19.88M +3.1M (+18.4%) | 0.30% +0.021 pp | 0.01% +0.001 pp | USD9.95 +17.4% | 61 qtrs — |
| 37 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1.65M -280.8K (-14.5%) | 19.33M -1.2M (-5.8%) | 0.30% -0.049 pp | 0.78% -0.059 pp | USD9.70 +20.4% | 6 qtrs — |
| 38 | LSV ASSET MANAGEMENT | 1.52M -1.6K (-0.1%) | 17.76M +1.6M (+10.1%) | 0.27% 0.000 pp | 0.04% +0.003 pp | USD10.12 +15.4% | 35 qtrs — |
| 39 | RHUMBLINE ADVISERS | 1.47M -125.8K (-7.9%) | 17.16M +253.2K (+1.5%) | 0.26% -0.022 pp | 0.01% +0.000 pp | USD9.92 +17.7% | 55 qtrs — |
| 40 | BRIDGEWATER ASSOCIATES, LP | 1.47M +735.8K (+100.8%) | 17.12M +9.4M (+121.2%) | 0.26% +0.132 pp | 0.06% +0.032 pp | USD11.14 +4.8% | 2 qtrs — |
| 41 | MACKENZIE FINANCIAL CORP | 1.45M +1.3M (+708.4%) | 17.05M +15.1M (+796.2%) | 0.26% +0.227 pp | 0.02% +0.018 pp | USD11.34 +3.0% | 19 qtrs — |
| 42 | PICTON MAHONEY ASSET MANAGEMENT | 1.36M +771.2K (+131.1%) | 15.88M +9.6M (+154.5%) | 0.24% +0.139 pp | 0.12% +0.067 pp | USD11.21 +4.2% | 2 qtrs — |
| 43 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.35M +1.3M (+100.0%) | 15.74M +15.7M (+100.0%) | 0.24% +0.241 pp | 0.02% +0.016 pp | USD11.68 +0.0% | 4 qtrs — |
| 44 | FIRST TRUST ADVISORS LP | 1.33M -36.7K (-2.7%) | 15.55M +1.0M (+7.2%) | 0.24% -0.006 pp | 0.01% +0.001 pp | USD8.99 +29.9% | 51 qtrs — |
| 45 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.31M +1.3M (+100.0%) | 15.35M +15.4M (+100.0%) | 0.24% +0.236 pp | 0.06% +0.059 pp | USD11.68 +0.0% | 1 qtrs NEW |
| 46 | ENDEAVOUR CAPITAL ADVISORS INC | 1.30M -177.6K (-12.0%) | 15.14M -482.5K (-3.1%) | 0.23% -0.031 pp | 4.21% -0.513 pp | USD9.66 +20.9% | 24 qtrs — |
| 47 | UBS ASSET MANAGEMENT AMERICAS INC | 1.27M +49.9K (+4.1%) | 14.82M +1.9M (+14.7%) | 0.23% +0.009 pp | 0.00% +0.000 pp | USD9.11 +28.2% | 78 qtrs — |
| 48 | TREXQUANT INVESTMENT LP | 1.23M +5.9K (+0.5%) | 14.39M +1.4M (+10.7%) | 0.22% +0.001 pp | 0.13% -0.006 pp | USD8.47 +37.9% | 15 qtrs — |
| 49 | M&G PLC | 1.16M +100.3K (+9.4%) | 13.96M +2.3M (+19.4%) | 0.21% +0.019 pp | 0.07% +0.010 pp | USD9.18 +27.2% | 4 qtrs — |
| 50 | JPMORGAN CHASE & CO | 1.18M +313.9K (+36.1%) | 13.81M +4.6M (+50.0%) | 0.21% +0.057 pp | 0.00% +0.000 pp | USD10.38 +12.5% | 51 qtrs — |
| 51 | PRUDENTIAL FINANCIAL INC | 1.11M +989.6K (+810.7%) | 12.98M +11.7M (+903.5%) | 0.20% +0.177 pp | 0.02% +0.014 pp | USD11.38 +2.6% | 69 qtrs — |
| 52 | ASPEN GROVE CAPITAL, LLC | 1.09M -17.5K (-1.6%) | 12.89M +993.2K (+8.4%) | 0.20% -0.003 pp | 2.23% +0.234 pp | USD7.77 +50.3% | 11 qtrs — |
| 53 | PRINCIPAL FINANCIAL GROUP INC | 1.04M -45.2K (-4.2%) | 12.16M +645.3K (+5.6%) | 0.19% -0.008 pp | 0.01% +0.000 pp | USD11.65 +0.3% | 70 qtrs — |
| 54 | VERITION FUND MANAGEMENT LLC | 1.02M -231.7K (-18.6%) | 11.86M -1.4M (-10.3%) | 0.18% -0.041 pp | 0.05% -0.008 pp | USD9.02 +29.5% | 15 qtrs — |
| 55 | AMERIPRISE FINANCIAL INC | 1.00M +449.1K (+81.4%) | 11.70M +5.8M (+99.8%) | 0.18% +0.081 pp | 0.00% +0.001 pp | USD9.68 +20.7% | 55 qtrs — |
| 56 | SWISS NATIONAL BANK | 993.3K +15.5K (+1.6%) | 11.60M +1.2M (+11.9%) | 0.18% +0.003 pp | 0.01% +0.001 pp | USD10.24 +14.1% | 51 qtrs — |
| 57 | POLAR ASSET MANAGEMENT PARTNERS INC. | 967.0K +518.5K (+115.6%) | 11.29M +6.5M (+137.6%) | 0.17% +0.093 pp | 0.14% +0.090 pp | USD11.18 +4.5% | 2 qtrs — |
| 58 | TWO SIGMA INVESTMENTS, LP | 959.8K +240.2K (+33.4%) | 11.21M +3.6M (+47.0%) | 0.17% +0.043 pp | 0.02% +0.005 pp | USD10.29 +13.5% | 8 qtrs — |
| 59 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 958.7K -10.7K (-1.1%) | 11.20M +921.8K (+9.0%) | 0.17% -0.002 pp | 0.03% +0.002 pp | USD8.32 +40.4% | 10 qtrs — |
| 60 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 883.0K -2.8K (-0.3%) | 10.31M +924.0K (+9.8%) | 0.16% 0.000 pp | 0.02% +0.001 pp | USD9.24 +26.4% | 9 qtrs — |
| 61 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 874.9K +34.7K (+4.1%) | 10.22M +1.3M (+14.7%) | 0.16% +0.007 pp | 0.01% +0.001 pp | USD10.51 +11.1% | 58 qtrs — |
| 62 | FRANKLIN RESOURCES INC | 825.3K +292.7K (+55.0%) | 9.64M +4.0M (+70.7%) | 0.15% +0.053 pp | 0.00% +0.001 pp | USD9.94 +17.5% | 11 qtrs — |
| 63 | TUDOR INVESTMENT CORP ET AL | 806.1K +806.1K (+100.0%) | 9.42M +9.4M (+100.0%) | 0.14% +0.144 pp | 0.02% +0.017 pp | USD11.68 +0.0% | 3 qtrs — |
| 64 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 765.2K +353.1K (+85.7%) | 8.94M +4.6M (+104.6%) | 0.14% +0.063 pp | 0.07% +0.026 pp | USD11.10 +5.2% | 2 qtrs — |
| 65 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 762.3K +762.3K (+100.0%) | 8.90M +8.9M (+100.0%) | 0.14% +0.137 pp | 0.02% +0.023 pp | USD11.68 +0.0% | 1 qtrs NEW |
| 66 | TWO SIGMA ADVISERS, LP | 754.9K +643.4K (+577.0%) | 8.82M +7.6M (+646.0%) | 0.13% +0.115 pp | 0.02% +0.015 pp | USD11.27 +3.6% | 8 qtrs — |
| 67 | ALGERT GLOBAL LLC | 742.4K -94.4K (-11.3%) | 8.67M -199.0K (-2.2%) | 0.13% -0.017 pp | 0.14% -0.013 pp | USD8.90 +31.2% | 8 qtrs — |
| 68 | LEGAL & GENERAL GROUP PLC | 739.9K -58.2K (-7.3%) | 8.64M +181.1K (+2.1%) | 0.13% -0.010 pp | 0.00% +0.000 pp | USD10.24 +14.1% | 75 qtrs — |
| 69 | IEQ CAPITAL, LLC | 717.5K +104.7K (+17.1%) | 8.38M +1.9M (+29.0%) | 0.13% +0.019 pp | 0.03% +0.005 pp | USD9.63 +21.3% | 11 qtrs — |
| 70 | RAFFERTY ASSET MANAGEMENT, LLC | 708.2K -294.7K (-29.4%) | 8.27M -2.4M (-22.2%) | 0.13% -0.052 pp | 0.03% -0.006 pp | USD8.23 +41.9% | 23 qtrs — |
| 71 | FREESTONE GROVE PARTNERS LP | 650.8K -2.0M (-75.0%) | 7.60M -20.0M (-72.5%) | 0.12% -0.349 pp | 0.06% -0.151 pp | USD10.60 +10.2% | 4 qtrs — |
| 72 | CITIGROUP INC | 635.7K -65.6K (-9.4%) | 7.42M -9.2K (-0.1%) | 0.11% -0.012 pp | 0.00% +0.000 pp | USD8.50 +37.4% | 108 qtrs — |
| 73 | WELLS FARGO & COMPANY/MN | 630.5K +24.6K (+4.1%) | 7.36M +942.2K (+14.7%) | 0.11% +0.005 pp | 0.00% +0.000 pp | USD10.00 +16.8% | 57 qtrs — |
| 74 | RETIREMENT SYSTEMS OF ALABAMA | 575.6K -6.4K (-1.1%) | 6.72M +553.3K (+9.0%) | 0.10% -0.001 pp | 0.02% +0.001 pp | USD10.32 +13.2% | 52 qtrs — |
| 75 | DARK FOREST CAPITAL MANAGEMENT LP | 574.5K +458.8K (+396.5%) | 6.71M +5.5M (+447.1%) | 0.10% +0.082 pp | 0.31% +0.270 pp | USD11.39 +2.5% | 5 qtrs — |
| 76 | JAIN GLOBAL LLC | 574.3K +556.8K (+3,184.3%) | 6.71M +6.5M (+3,518.9%) | 0.10% +0.100 pp | 0.03% +0.032 pp | USD11.65 +0.3% | 2 qtrs — |
| 77 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 543.3K +247.7K (+83.8%) | 6.35M +3.2M (+102.5%) | 0.10% +0.044 pp | 0.19% +0.096 pp | USD11.09 +5.3% | 2 qtrs — |
| 78 | HOURGLASS CAPITAL, LLC | 522.1K +7.0K (+1.4%) | 6.10M +637.8K (+11.7%) | 0.09% +0.001 pp | 1.32% +0.089 pp | USD10.26 +13.8% | 33 qtrs — |
| 79 | MAN GROUP PLC | 505.4K +233.4K (+85.8%) | 5.90M +3.0M (+104.7%) | 0.09% +0.042 pp | 0.01% +0.005 pp | USD10.12 +15.4% | 8 qtrs — |
| 80 | METLIFE INVESTMENT MANAGEMENT, LLC | 492.0K -26.9K (-5.2%) | 5.75M +246.7K (+4.5%) | 0.09% -0.005 pp | 0.03% +0.001 pp | USD11.00 +6.2% | 33 qtrs — |
| 81 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 481.4K -21.9K (-4.3%) | 5.62M +288.0K (+5.4%) | 0.09% -0.004 pp | 0.00% +0.000 pp | USD10.34 +13.0% | 51 qtrs — |
| 82 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 479.9K -502.0 (-0.1%) | 5.61M +513.0K (+10.1%) | 0.09% +0.000 pp | 0.01% +0.000 pp | USD10.31 +13.3% | 52 qtrs — |
| 83 | CERITY PARTNERS LLC | 478.2K +107.3K (+28.9%) | 5.59M +1.7M (+42.1%) | 0.09% +0.019 pp | 0.01% +0.002 pp | USD10.19 +14.6% | 16 qtrs — |
| 84 | COMERICA BANK | 436.2K -21.1K (-4.6%) | 5.10M +247.2K (+5.1%) | 0.08% -0.004 pp | 0.02% +0.002 pp | USD8.49 +37.6% | 11 qtrs — |
| 85 | MALTESE CAPITAL MANAGEMENT LLC | 434.0K -136.0K (-23.9%) | 5.07M -972.9K (-16.1%) | 0.08% -0.024 pp | 0.90% -0.016 pp | USD10.13 +15.3% | 33 qtrs — |
| 86 | OCCUDO QUANTITATIVE STRATEGIES LP | 423.4K +279.3K (+193.8%) | 4.95M +3.4M (+223.8%) | 0.08% +0.050 pp | 0.33% +0.145 pp | USD11.15 +4.8% | 3 qtrs — |
| 87 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 412.5K +24.1K (+6.2%) | 4.82M +702.8K (+17.1%) | 0.07% +0.004 pp | 0.01% +0.001 pp | USD9.30 +25.6% | 5 qtrs — |
| 88 | PRICE T ROWE ASSOCIATES INC /MD/ | 411.8K +14.0K (+3.5%) | 4.81M +593.0K (+14.1%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD10.22 +14.3% | 75 qtrs — |
| 89 | RAYMOND JAMES FINANCIAL INC | 408.0K +151.5K (+59.1%) | 4.77M +2.0M (+75.3%) | 0.07% +0.027 pp | 0.00% +0.001 pp | USD10.09 +15.8% | 5 qtrs — |
| 90 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 407.7K +186.7K (+84.5%) | 4.76M +2.4M (+103.3%) | 0.07% +0.033 pp | 0.00% +0.000 pp | USD10.22 +14.3% | 36 qtrs — |
| 91 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 388.4K +5.4K (+1.4%) | 4.54M +477.2K (+11.8%) | 0.07% +0.001 pp | 0.01% +0.001 pp | USD9.21 +26.8% | 51 qtrs — |
| 92 | DEUTSCHE BANK AG\ | 388.0K -21.9K (-5.3%) | 4.53M +186.8K (+4.3%) | 0.07% -0.004 pp | 0.00% +0.000 pp | USD9.39 +24.4% | 50 qtrs — |
| 93 | Y-INTERCEPT (HONG KONG) LTD | 386.2K -101.2K (-20.8%) | 4.51M -655.2K (-12.7%) | 0.07% -0.018 pp | 0.10% -0.023 pp | USD9.37 +24.7% | 3 qtrs — |
| 94 | CITADEL ADVISORS LLC | 375.0K +297.8K (+385.8%) | 4.38M +3.6M (+435.2%) | 0.07% +0.053 pp | 0.00% +0.001 pp | USD11.08 +5.4% | 34 qtrs — |
| 95 | CREATIVE PLANNING | 374.5K +163.8K (+77.8%) | 4.37M +2.1M (+95.9%) | 0.07% +0.030 pp | 0.00% +0.001 pp | USD10.60 +10.2% | 16 qtrs — |
| 96 | GREAT LAKES ADVISORS, LLC | 370.8K +370.8K (+100.0%) | 4.33M +4.3M (+100.0%) | 0.07% +0.066 pp | 0.04% +0.035 pp | USD11.68 +0.0% | 1 qtrs NEW |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | WILLIAMS SIDNEY S | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 50,843 | D | ↗ |
| 2026-05-18 | WILKS JEFFREY S | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 109,157 | D | ↗ |
| 2026-05-18 | VAZQUEZ CARLOS J | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 12,373 | D | ↗ |
| 2026-05-18 | Steans Jennifer W | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 1,207,294 | D | ↗ |
| 2026-05-18 | SCHULTZ MELISSA J | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 98,762 | D | ↗ |
| 2026-05-18 | SANI SURESH L | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 83,946 | D | ↗ |
| 2026-05-18 | SANDOR NITZAN | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 17,624 | D | ↗ |
| 2026-05-18 | PERROTT KATHLEEN C | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 28,604 | D | ↗ |
| 2026-05-18 | MAIO PETER V | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 76,487 | D | ↗ |
| 2026-05-18 | EFRAT EYAL | Director | A-Award | A | Common Stock | 8,121 | 0.00 | — | 19,362 | D | ↗ |
| 2026-04-27 | BARRETT RUSSELL | Officer | M-Exempt | D | Stock Option/NQ | 90,537 | 8.47 | 766.8K | 0 | D | ↗ |
| 2026-04-01 | Martocci Gino A. | Officer | F-InKind | D | Common Stock | 3,836 | 12.28 | 47.1K | 81,770 | D | ↗ |
| 2026-02-23 | Surowiec Yvonne M. | Officer | A-Award | A | Common Stock | 18,713 | 0.00 | — | 188,952 | D | ↗ |
| 2026-02-23 | SMITH PATRICK D | Officer | A-Award | A | Common Stock | 29,941 | 0.00 | — | 133,715 | D | ↗ |
| 2026-02-23 | SLOAN LYNDSEY M | Officer | A-Award | A | Common Stock | 17,965 | 0.00 | — | 51,560 | D | ↗ |
| 2026-02-23 | SAEGER MARK | Officer | A-Award | A | Common Stock | 17,777 | 0.00 | — | 218,872 | D | ↗ |
| 2026-02-23 | Robbins Ira | Director / Officer | F-InKind | D | Common Stock | 30,841 | 13.36 | 412.0K | 747,807 | D | ↗ |
| 2026-02-23 | REGAN JOHN P | Officer | A-Award | A | Common Stock | 17,965 | 0.00 | — | 69,575 | D | ↗ |
| 2026-02-23 | Martocci Gino A. | Officer | A-Award | A | Common Stock | 32,935 | 0.00 | — | 85,606 | D | ↗ |
| 2026-02-23 | LAN TRAVIS | Officer | A-Award | A | Common Stock | 23,953 | 0.00 | — | 84,657 | D | ↗ |
| 2026-02-23 | CRANDELL MITCHELL L | Officer | F-InKind | D | Common Stock | 2,512 | 13.36 | 33.6K | 101,611 | D | ↗ |
| 2026-02-23 | BARRETT RUSSELL | Officer | A-Award | A | Common Stock | 23,953 | 0.00 | — | 59,886 | D | ↗ |
| 2026-02-17 | VAZQUEZ CARLOS J | Director | P-Purchase | A | Common Stock | 2,500 | 13.45 | 33.6K | 4,252 | D | ↗ |
| 2026-02-02 | Surowiec Yvonne M. | Officer | F-InKind | D | Common Stock | 2,152 | 12.46 | 26.8K | 170,239 | D | ↗ |
| 2026-02-02 | SAEGER MARK | Officer | F-InKind | D | Common Stock | 4,396 | 12.46 | 54.8K | 201,095 | D | ↗ |
| 2026-02-02 | Robbins Ira | Director / Officer | F-InKind | D | Common Stock | 13,260 | 12.46 | 165.2K | 647,971 | D | ↗ |
| 2026-02-02 | REGAN JOHN P | Officer | F-InKind | D | Common Stock | 1,835 | 12.46 | 22.9K | 51,610 | D | ↗ |
| 2026-02-02 | Martocci Gino A. | Officer | F-InKind | D | Common Stock | 3,761 | 12.46 | 46.9K | 52,671 | D | ↗ |
| 2026-02-02 | LAN TRAVIS | Officer | F-InKind | D | Common Stock | 2,548 | 12.46 | 31.7K | 63,295 | D | ↗ |
| 2026-02-02 | CRANDELL MITCHELL L | Officer | F-InKind | D | Common Stock | 2,261 | 12.46 | 28.2K | 84,890 | D | ↗ |
| 2026-02-02 | BARRETT RUSSELL | Officer | F-InKind | D | Common Stock | 1,809 | 12.46 | 22.5K | 35,933 | D | ↗ |
| 2026-01-27 | VAZQUEZ CARLOS J | Director | A-Award | A | Common Stock | 1,752 | 0.00 | — | 1,752 | D | ↗ |
| 2025-10-29 | Steans Jennifer W | Director | G-Gift | A | Common Stock | 289,630 | 0.00 | — | 289,630 | I | ↗ |
| 2025-10-01 | SMITH PATRICK D | Officer | A-Award | A | Common Stock | 103,774 | 0.00 | — | 103,774 | D | ↗ |
| 2025-10-01 | SAEGER MARK | Officer | A-Award | A | Common Stock | 14,151 | 0.00 | — | 213,074 | D | ↗ |
| 2025-09-02 | SMITH PATRICK D | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-08-01 | SAEGER MARK | Officer | F-InKind | D | Common Stock | 5,486 | 9.27 | 50.9K | 198,923 | D | ↗ |
| 2025-08-01 | LAN TRAVIS | Officer | F-InKind | D | Common Stock | 4,688 | 9.27 | 43.5K | 67,000 | D | ↗ |
| 2025-07-01 | SLOAN LYNDSEY M | Officer | A-Award | A | Common Stock | 33,595 | 0.00 | — | 33,595 | D | ↗ |
| 2025-07-01 | REGAN JOHN P | Officer | F-InKind | D | Common Stock | 4,596 | 8.93 | 41.0K | 53,445 | D | ↗ |
| 2025-06-16 | SLOAN LYNDSEY M | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-05-20 | WILLIAMS SIDNEY S | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 42,722 | D | ↗ |
| 2025-05-20 | WILKS JEFFREY S | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 101,036 | D | ↗ |
| 2025-05-20 | Steans Jennifer W | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 1,199,173 | D | ↗ |
| 2025-05-20 | SCHULTZ MELISSA J | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 90,641 | D | ↗ |
| 2025-05-20 | SANI SURESH L | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 75,825 | D | ↗ |
| 2025-05-20 | SANDOR NITZAN | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 9,503 | D | ↗ |
| 2025-05-20 | PERROTT KATHLEEN C | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 20,483 | D | ↗ |
| 2025-05-20 | MAIO PETER V | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 68,366 | D | ↗ |
| 2025-05-20 | EFRAT EYAL | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 11,241 | D | ↗ |
| 2025-05-20 | EDELSTEIN ERIC P | Director | A-Award | A | Common Stock | 9,393 | 0.00 | — | 141,084 | D | ↗ |
| 2025-05-14 | EFRAT EYAL | Director | P-Purchase | A | Common Stock | 196 | 9.16 | 1.8K | 1,848 | D | ↗ |
| 2025-04-01 | Martocci Gino A. | Officer | A-Award | A | Common Stock | 22,498 | 0.00 | — | 56,432 | D | ↗ |
| 2025-04-01 | BARRETT RUSSELL | Officer | F-InKind | D | Common Stock | 439 | 8.89 | 3.9K | 40,317 | D | ↗ |
| 2025-03-31 | Martocci Gino A. | Officer | — | — | Common Stock | 0 | 0.00 | — | 45,822 | I | ↗ |
| 2025-03-12 | EFRAT EYAL | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-02-18 | Surowiec Yvonne M. | Officer | A-Award | A | Common Stock | 12,551 | 0.00 | — | 167,446 | D | ↗ |
| 2025-02-18 | SAEGER MARK | Officer | A-Award | A | Common Stock | 23,846 | 0.00 | — | 197,311 | D | ↗ |
| 2025-02-18 | Robbins Ira | Director / Officer | A-Award | A | Common Stock | 83,828 | 0.00 | — | 850,426 | D | ↗ |
| 2025-02-18 | REGAN JOHN P | Officer | A-Award | A | Common Stock | 15,061 | 0.00 | — | 58,041 | D | ↗ |
| 2025-02-18 | LAN TRAVIS | Officer | A-Award | A | Common Stock | 15,688 | 0.00 | — | 69,267 | D | ↗ |
| 2025-02-18 | Iadanza Thomas A | Officer | F-InKind | D | Common Stock | 12,267 | 9.96 | 122.2K | 375,282 | D | ↗ |
| 2025-02-18 | CRANDELL MITCHELL L | Officer | F-InKind | D | Common Stock | 3,619 | 9.96 | 36.0K | 90,748 | D | ↗ |
| 2025-02-18 | CHILLURA JOSEPH | Officer | A-Award | A | Common Stock (with Spouse) | 12,551 | 0.00 | — | 454,343 | D | ↗ |
| 2025-02-18 | BARRETT RUSSELL | Officer | A-Award | A | Common Stock | 15,688 | 0.00 | — | 36,282 | D | ↗ |
| 2025-02-03 | Surowiec Yvonne M. | Officer | F-InKind | D | Common Stock | 1,783 | 10.28 | 18.3K | 159,433 | D | ↗ |
| 2025-02-03 | SAEGER MARK | Officer | F-InKind | D | Common Stock | 1,879 | 10.28 | 19.3K | 180,956 | D | ↗ |
| 2025-02-03 | Robbins Ira | Director / Officer | F-InKind | D | Common Stock | 15,175 | 10.28 | 156.0K | 686,778 | D | ↗ |
| 2025-02-03 | LAN TRAVIS | Officer | F-InKind | D | Common Stock | 2,553 | 10.28 | 26.2K | 53,503 | D | ↗ |
| 2025-02-03 | Iadanza Thomas A | Officer | F-InKind | D | Common Stock | 2,491 | 10.28 | 25.6K | 364,367 | D | ↗ |
| 2025-02-03 | CRANDELL MITCHELL L | Officer | F-InKind | D | Common Stock | 649 | 10.28 | 6.7K | 78,818 | D | ↗ |
| 2025-02-03 | CHILLURA JOSEPH | Officer | F-InKind | D | Common Stock (with Spouse) | 1,037 | 10.28 | 10.7K | 443,244 | D | ↗ |
| 2025-02-03 | BARRETT RUSSELL | Officer | F-InKind | D | Common Stock | 790 | 10.28 | 8.1K | 22,437 | D | ↗ |
| 2025-01-30 | CHILLURA JOSEPH | Officer | S-Sale | D | Common Stock (with Spouse) | 50,000 | 10.40 | 520.0K | 445,249 | D | ↗ |
| 2025-01-29 | CHILLURA JOSEPH | Officer | S-Sale | D | Common Stock (with Spouse) | 50,000 | 10.21 | 510.5K | 495,249 | D | ↗ |
| 2025-01-27 | SANDOR NITZAN | Director | P-Purchase | A | Common Stock | 110 | 10.24 | 1.1K | 110 | D | ↗ |
| 2024-12-31 | LENNER MARC J | Director | — | — | Preferred Stock | 0 | 0.00 | — | 8,650 | D | ↗ |
| 2024-12-31 | ABRAMSON ANDREW B | Director | — | — | Common Stock | 0 | 0.00 | — | 7,238 | I | ↗ |
| 2024-11-30 | LAN TRAVIS | Officer | — | — | Common Stock | 0 | 0.00 | — | 58,663 | D | ↗ |
| 2024-11-14 | SANDOR NITZAN | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-11-08 | BANK LEUMI LE ISRAEL BM | 10% Owner | P-Purchase | A | Common Stock | 1,000,000 | 9.35 | 9.35M | 72,861,862 | D | ↗ |
| 2024-08-01 | SAEGER MARK | Officer | A-Award | A | Common Stock | 29,762 | 0.00 | — | 182,835 | — | ↗ |
| 2024-07-01 | REGAN JOHN P | Officer | A-Award | A | Common Stock | 42,980 | 0.00 | — | 42,980 | — | ↗ |
| 2024-06-24 | REGAN JOHN P | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-14 | CHILLURA JOSEPH | Officer | S-Sale | D | Common Stock (IRA) | 10,000 | 6.57 | 65.7K | 0 | — | ↗ |
| 2024-06-10 | WILLIAMS SIDNEY S | Director | P-Purchase | A | Common Stock | 742 | 6.74 | 5.0K | 33,329 | — | ↗ |
| 2024-05-23 | LENNER MARC J | Director | G-Gift | D | Common Stock | 17,787 | 0.00 | — | 0 | — | ↗ |
| 2024-05-23 | CHILLURA JOSEPH | Officer | S-Sale | D | Common Stock (IRA) | 25,000 | 7.43 | 185.8K | 10,000 | — | ↗ |
| 2024-05-22 | ABRAMSON ANDREW B | Director | S-Sale | D | Common Stock | 16,451 | 7.72 | 127.0K | 224,679 | — | ↗ |
| 2024-05-21 | WILLIAMS SIDNEY S | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 32,587 | — | ↗ |
| 2024-05-21 | WILKS JEFFREY S | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 91,643 | — | ↗ |
| 2024-05-21 | Steans Jennifer W | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 1,189,780 | — | ↗ |
| 2024-05-21 | SCHULTZ MELISSA J | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 81,248 | — | ↗ |
| 2024-05-21 | SANI SURESH L | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 66,432 | — | ↗ |
| 2024-05-21 | PERROTT KATHLEEN C | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 11,090 | — | ↗ |
| 2024-05-21 | MENDELSON AVNER | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 124,743 | — | ↗ |
| 2024-05-21 | MAIO PETER V | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 58,973 | — | ↗ |
| 2024-05-21 | LENNER MARC J | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 119,152 | — | ↗ |
| 2024-05-21 | LANDAU DAFNA | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 21,059 | — | ↗ |
| 2024-05-21 | EDELSTEIN ERIC P | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 131,691 | — | ↗ |
| 2024-05-21 | Baum Peter J | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 97,826 | — | ↗ |
| 2024-05-21 | ABRAMSON ANDREW B | Director | A-Award | A | Common Stock | 10,982 | 0.00 | — | 241,130 | — | ↗ |
| 2024-04-01 | MENDELSON AVNER | Director | F-InKind | D | Common Stock | 17,754 | 7.96 | 141.3K | 113,761 | — | ↗ |
| 2024-04-01 | Dakkuri Raja A | Officer | F-InKind | D | Common Stock | 1,316 | 7.96 | 10.5K | 37,583 | — | ↗ |
| 2024-04-01 | BARRETT RUSSELL | Officer | F-InKind | D | Common Stock | 439 | 7.96 | 3.5K | 23,227 | — | ↗ |
| 2024-03-11 | CHILLURA JOSEPH | Officer | S-Sale | D | Common Stock (with Spouse) | 49,715 | 8.18 | 406.7K | 545,249 | — | ↗ |
| 2024-03-04 | Baum Peter J | Director | G-Gift | A | Common Stock | 2,245 | 0.00 | — | 86,844 | — | ↗ |
| 2024-02-20 | Surowiec Yvonne M. | Officer | F-InKind | D | Common Stock | 27,097 | 8.51 | 230.6K | 161,216 | — | ↗ |
| 2024-02-20 | SAEGER MARK | Officer | A-Award | A | Common Stock | 52,959 | 8.51 | 450.7K | 182,409 | — | ↗ |
| 2024-02-20 | Robbins Ira | Director / Officer | A-Award | A | Common Stock | 92,539 | 0.00 | — | 609,800 | — | ↗ |
| 2024-02-20 | Iadanza Thomas A | Officer | A-Award | A | Common Stock | 23,502 | 0.00 | — | 315,501 | — | ↗ |
| 2024-02-20 | Hagedorn Michael D | Officer | A-Award | A | Common Stock | 21,299 | 0.00 | — | 108,781 | — | ↗ |
| 2024-02-20 | Dakkuri Raja A | Officer | A-Award | A | Common Stock | 17,627 | 0.00 | — | 38,899 | — | ↗ |
| 2024-02-20 | CRANDELL MITCHELL L | Officer | A-Award | A | Common Stock | 20,272 | 8.51 | 172.5K | 89,714 | — | ↗ |
| 2024-02-20 | CHILLURA JOSEPH | Officer | A-Award | A | Common Stock (with Spouse) | 14,689 | 0.00 | — | 552,762 | — | ↗ |
| 2024-02-20 | BARRETT RUSSELL | Officer | A-Award | A | Common Stock | 14,689 | 0.00 | — | 23,666 | — | ↗ |
| 2024-02-01 | Surowiec Yvonne M. | Officer | F-InKind | D | Common Stock | 1,876 | 9.62 | 18.0K | 117,877 | — | ↗ |
| 2024-02-01 | SAEGER MARK | Officer | F-InKind | D | Common Stock | 1,878 | 9.62 | 18.1K | 103,554 | — | ↗ |
| 2024-02-01 | Robbins Ira | Director / Officer | F-InKind | D | Common Stock | 8,026 | 9.62 | 77.2K | 534,413 | — | ↗ |
| 2024-02-01 | Iadanza Thomas A | Officer | F-InKind | D | Common Stock | 2,351 | 9.62 | 22.6K | 291,999 | — | ↗ |
| 2024-02-01 | Hagedorn Michael D | Officer | F-InKind | D | Common Stock | 3,143 | 9.62 | 30.2K | 92,675 | — | ↗ |
| 2024-02-01 | Dakkuri Raja A | Officer | F-InKind | D | Common Stock | 1,517 | 9.62 | 14.6K | 21,272 | — | ↗ |
| 2024-02-01 | CRANDELL MITCHELL L | Officer | F-InKind | D | Common Stock | 769 | 9.62 | 7.4K | 56,338 | — | ↗ |
| 2024-02-01 | CHILLURA JOSEPH | Officer | F-InKind | D | Common Stock (with Spouse) | 1,157 | 9.62 | 11.1K | 540,078 | — | ↗ |
| 2024-02-01 | BARRETT RUSSELL | Officer | F-InKind | D | Common Stock | 754 | 9.62 | 7.3K | 8,977 | — | ↗ |
| 2024-01-29 | WILLIAMS SIDNEY S | Director | P-Purchase | A | Common Stock | 673 | 10.37 | 7.0K | 21,605 | — | ↗ |
| 2024-01-01 | BARRETT RUSSELL | Officer | — | D | Common Stock | 0 | 0.00 | — | 9,731 | — | ↗ |
| 2023-12-31 | LENNER MARC J | Director | — | I | Common Stock | 0 | 0.00 | — | 17,787 | — | ↗ |
| 2023-12-31 | ABRAMSON ANDREW B | Director | — | I | Common Stock | 0 | 0.00 | — | 2,636 | — | ↗ |
| 2023-12-08 | CHILLURA JOSEPH | Officer | S-Sale | D | Common Stock (with Spouse) | 50,000 | 9.95 | 497.5K | 541,235 | — | ↗ |
| 2023-11-14 | CHILLURA JOSEPH | Officer | S-Sale | D | Common Stock (with Spouse) | 100,000 | 8.64 | 864.0K | 591,235 | — | ↗ |
| 2023-09-18 | PERROTT KATHLEEN C | Director | — | D | Common Stock | 0 | 0.00 | — | 108 | — | ↗ |
| 2023-05-25 | Baum Peter J | Director | G-Gift | A | Common Stock | 2,228 | 0.00 | — | 84,599 | — | ↗ |
| 2023-05-22 | SANI SURESH L | Director | P-Purchase | A | Preferred Stock | 4,416 | 15.70 | 69.3K | 4,416 | — | ↗ |
| 2023-05-12 | MENDELSON AVNER | Director | P-Purchase | A | Preferred Stock | 1,000 | 13.93 | 13.9K | 2,611 | — | ↗ |
| 2023-05-08 | LENNER MARC J | Director | P-Purchase | A | Preferred Stock | 2,000 | 15.09 | 30.2K | 8,260 | — | ↗ |
| 2023-05-08 | Baum Peter J | Director | P-Purchase | A | Preferred Stock | 2,500 | 17.45 | 43.6K | 2,500 | — | ↗ |
| 2023-04-25 | WILLIAMS SIDNEY S | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 20,932 | — | ↗ |
| 2023-04-25 | WILKS JEFFREY S | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 80,661 | — | ↗ |
| 2023-04-25 | Steans Jennifer W | Director | A-Award | A | Common Stock (Roth IRA) | 9,977 | 0.00 | — | 114,977 | — | ↗ |
| 2023-04-25 | SCHULTZ MELISSA J | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 70,266 | — | ↗ |
| 2023-04-25 | SANI SURESH L | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 55,450 | — | ↗ |
| 2023-04-25 | MENDELSON AVNER | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 131,515 | — | ↗ |
| 2023-04-25 | MAIO PETER V | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 47,991 | — | ↗ |
| 2023-04-25 | LENNER MARC J | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 103,647 | — | ↗ |
| 2023-04-25 | LANDAU DAFNA | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 10,077 | — | ↗ |
| 2023-04-25 | EDELSTEIN ERIC P | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 120,709 | — | ↗ |
| 2023-04-25 | Baum Peter J | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 82,371 | — | ↗ |
| 2023-04-25 | ABRAMSON ANDREW B | Director | A-Award | A | Common Stock | 9,977 | 0.00 | — | 222,039 | — | ↗ |
| 2023-04-04 | MENDELSON AVNER | Director | F-InKind | D | Common Stock | 17,754 | 9.24 | 164.0K | 121,538 | — | ↗ |
| 2023-04-04 | Dakkuri Raja A | Officer | F-InKind | D | Common Stock | 1,316 | 9.24 | 12.2K | 22,789 | — | ↗ |
| 2023-03-15 | Robbins Ira | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 9.50 | 47.5K | 542,439 | — | ↗ |
| 2023-03-14 | WILLIAMS SIDNEY S | Director | P-Purchase | A | Common Stock | 101 | 9.72 | 981.22 | 10,955 | — | ↗ |
| 2023-03-14 | WILKS JEFFREY S | Director | P-Purchase | A | Common Stock | 2,000 | 10.44 | 20.9K | 68,684 | — | ↗ |
| 2023-03-14 | Steans Jennifer W | Director | P-Purchase | A | Common Stock | 100,000 | 9.91 | 991.0K | 517,599 | I | ↗ |
| 2023-03-14 | SCHULTZ MELISSA J | Director | P-Purchase | A | Common Stock | 15,000 | 10.21 | 153.2K | 60,289 | — | ↗ |
| 2023-03-14 | SANI SURESH L | Director | P-Purchase | A | Common Stock | 4,873 | 10.19 | 49.7K | 45,473 | — | ↗ |
| 2023-03-14 | MAIO PETER V | Director | P-Purchase | A | Common Stock | 500 | 10.93 | 5.5K | 38,014 | — | ↗ |
| 2023-03-14 | LENNER MARC J | Director | P-Purchase | A | Common Stock | 5,000 | 10.93 | 54.7K | 93,670 | — | ↗ |
| 2023-03-14 | EDELSTEIN ERIC P | Director | P-Purchase | A | Common Stock | 3,675 | 10.16 | 37.3K | 94,407 | — | ↗ |
| 2023-03-14 | Baum Peter J | Director | P-Purchase | A | Common Stock | 2,500 | 10.93 | 27.3K | 72,394 | — | ↗ |
| 2023-03-08 | LANDAU DAFNA | Director | P-Purchase | A | Common Stock | 100 | 10.99 | 1.1K | 100 | — | ↗ |
| 2023-02-28 | LANDAU DAFNA | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-02-22 | Surowiec Yvonne M. | Officer | F-InKind | D | Common Stock | 25,837 | 11.92 | 308.0K | 123,610 | — | ↗ |
| 2023-02-22 | SAEGER MARK | Officer | A-Award | A | Common Stock | 9,963 | 0.00 | — | 89,385 | — | ↗ |
| 2023-02-22 | Robbins Ira | Director / Officer | A-Award | A | Common Stock | 60,823 | 0.00 | — | 454,527 | — | ↗ |
| 2023-02-22 | Iadanza Thomas A | Officer | F-InKind | D | Common Stock | 39,888 | 11.92 | 475.5K | 299,797 | — | ↗ |
| 2023-02-22 | Hagedorn Michael D | Officer | A-Award | A | Common Stock | 74,098 | 11.92 | 883.2K | 133,105 | — | ↗ |
| 2023-02-22 | Dakkuri Raja A | Officer | A-Award | A | Common Stock | 12,584 | 0.00 | — | 24,105 | — | ↗ |
| 2023-02-22 | CRANDELL MITCHELL L | Officer | F-InKind | D | Common Stock | 10,162 | 11.92 | 121.1K | 57,107 | — | ↗ |
| 2023-02-22 | CHILLURA JOSEPH | Officer | A-Award | A | Common Stock (with Spouse) | 10,487 | 0.00 | — | 660,301 | — | ↗ |
| 2023-02-21 | ABRAMSON ANDREW B | Director | S-Sale | D | Common Stock | 6,000 | 11.90 | 71.4K | 212,062 | — | ↗ |
| 2023-02-01 | Surowiec Yvonne M. | Officer | F-InKind | D | Common Stock | 1,658 | 11.88 | 19.7K | 86,069 | — | ↗ |
| 2023-02-01 | SAEGER MARK | Officer | F-InKind | D | Common Stock | 2,246 | 11.88 | 26.7K | 81,300 | — | ↗ |
| 2023-02-01 | Robbins Ira | Director / Officer | F-InKind | D | Common Stock | 7,545 | 11.88 | 89.6K | 401,052 | — | ↗ |
| 2023-02-01 | Iadanza Thomas A | Officer | F-InKind | D | Common Stock | 2,675 | 11.88 | 31.8K | 231,091 | — | ↗ |
| 2023-02-01 | Hagedorn Michael D | Officer | F-InKind | D | Common Stock | 2,995 | 11.88 | 35.6K | 46,165 | — | ↗ |
| 2023-02-01 | CRANDELL MITCHELL L | Officer | F-InKind | D | Common Stock | 765 | 11.88 | 9.1K | 42,220 | — | ↗ |
| 2023-02-01 | CHILLURA JOSEPH | Officer | F-InKind | D | Common Stock (with Spouse) | 914 | 11.88 | 10.9K | 651,895 | — | ↗ |
| 2022-09-12 | WILLIAMS SIDNEY S | Director | P-Purchase | A | Common Stock | 208 | 12.12 | 2.5K | 10,854 | — | ↗ |
| 2022-08-01 | Hagedorn Michael D | Officer | F-InKind | D | Common Stock | 4,490 | 11.69 | 52.5K | 52,258 | — | ↗ |
| 2022-05-17 | WILLIAMS SIDNEY S | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 10,646 | — | ↗ |
| 2022-05-17 | WILKS JEFFREY S | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 66,684 | — | ↗ |
| 2022-05-17 | Steans Jennifer W | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 1,168,821 | — | ↗ |
| 2022-05-17 | SCHULTZ MELISSA J | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 45,289 | — | ↗ |
| 2022-05-17 | SANI SURESH L | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 40,600 | — | ↗ |
| 2022-05-17 | MENDELSON AVNER | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 139,292 | — | ↗ |
| 2022-05-17 | MAIO PETER V | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 37,514 | — | ↗ |
| 2022-05-17 | LENNER MARC J | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 86,223 | — | ↗ |
| 2022-05-17 | EDELSTEIN ERIC P | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 90,732 | — | ↗ |
| 2022-05-17 | Baum Peter J | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 69,894 | — | ↗ |
| 2022-05-17 | AGASSI RONEN | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 6,120 | — | ↗ |
| 2022-05-17 | ABRAMSON ANDREW B | Director | A-Award | A | Common Stock | 6,030 | 0.00 | — | 215,382 | — | ↗ |
| 2022-04-01 | MENDELSON AVNER | Director | A-Award | A | Common Stock | 1,207,141 | 0.00 | — | 1,207,141 | — | ↗ |
| 2022-04-01 | Dakkuri Raja A | Officer | A-Award | A | Common Stock | 402,380 | 0.00 | — | 402,380 | — | ↗ |
| 2022-04-01 | BARRETT RUSSELL | Officer | — | D | Stock Option/NQ | 90,537 | 8.47 | 766.8K | 0 | — | ↗ |
| 2022-04-01 | BANK LEUMI LE ISRAEL BM | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 71,861,862 | — | ↗ |
| 2022-04-01 | AGASSI RONEN | Director | — | D | Common Stock | 0 | 0.00 | — | 90 | — | ↗ |
| 2022-02-15 | Surowiec Yvonne M. | Officer | A-Award | A | Common Stock | 9,787 | 0.00 | — | 91,967 | — | ↗ |
| 2022-02-15 | SAEGER MARK | Officer | A-Award | A | Common Stock | 9,298 | 0.00 | — | 85,414 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2013 | Gerald H. Lipkin Chairman of the Board, President and CEO | 1.12M | — | 1.44M | — | 600.0K | 105.7K | 3.27M | 44.02% | ↗ |
| 2 | 2013 | Alan D. Eskow Director, Senior EVP, CFO and Corporate Secretary | 545.8K | — | 575.4K | — | 225.0K | 179.7K | 1.53M | 37.71% | ↗ |
| 3 | 2013 | Peter Crocitto Director, Senior EVP and COO | 545.8K | — | 575.4K | — | 225.0K | 174.9K | 1.52M | 37.83% | ↗ |
| 4 | 2013 | Albert L. Engel Executive Vice President | 440.0K | — | 287.7K | — | 150.0K | 133.7K | 1.01M | 28.44% | ↗ |
| 5 | 2013 | Robert M. Meyer Executive Vice President | 465.0K | — | 287.7K | — | 125.0K | 66.9K | 944.6K | 30.45% | ↗ |
| 6 | 2012 | Gerald H. Lipkin Chairman of the Board, President and CEO | 1.12M | — | 1.00M | — | 562.0K | 270.2K | 2.96M | 33.83% | ↗ |
| 7 | 2012 | Peter Crocitto Director, Senior EVP, and COO | 545.8K | — | 382.0K | — | 191.0K | 921.3K | 2.04M | 18.73% | ↗ |
| 8 | 2012 | Peter Crocitto Director, Senior EVP and COO | 545.8K | — | 382.0K | — | 191.0K | 921.3K | 2.04M | 18.73% | ↗ |
| 9 | 2012 | Alan D. Eskow Director, Senior EVP, CFO and Corporate Secretary | 545.8K | — | 382.0K | — | 191.0K | 424.2K | 1.54M | 24.76% | ↗ |
| 10 | 2012 | Albert L. Engel EVP | 440.0K | — | 250.0K | — | 125.0K | 285.3K | 1.10M | 22.72% | ↗ |
| 11 | 2012 | Albert L. Engel Executive Vice President | 440.0K | — | 250.0K | — | 125.0K | 285.3K | 1.10M | 22.72% | ↗ |
| 12 | 2012 | Robert M. Meyer Executive Vice President | 465.0K | — | 200.0K | — | 100.0K | 191.8K | 956.8K | 20.90% | ↗ |
| 13 | 2012 | Robert M. Meyer EVP | 465.0K | — | 200.0K | — | 100.0K | 191.8K | 956.8K | 20.90% | ↗ |
| 14 | 2011 | Gerald H. Lipkin Chairman of the Board, President and CEO | 1.12M | — | 1.00M | — | 410.0K | 526.2K | 3.06M | 32.68% | ↗ |
| 15 | 2011 | Peter Crocitto Director, Senior EVP and COO | 545.8K | — | 390.0K | — | 114.9K | 899.1K | 1.95M | 20.00% | ↗ |
| 16 | 2011 | Peter Crocitto Director, Senior EVP, and COO | 545.8K | — | 390.0K | — | 114.9K | 899.1K | 1.95M | 20.00% | ↗ |
| 17 | 2011 | Alan D. Eskow Director, Senior EVP, CFO and Corporate Secretary | 545.8K | — | 390.0K | — | 114.9K | 374.4K | 1.43M | 27.37% | ↗ |
| 18 | 2011 | Albert L. Engel Executive Vice President | 440.0K | — | 200.0K | — | 87.8K | 286.0K | 1.01M | 19.73% | ↗ |
| 19 | 2011 | Albert L. Engel EVP | 440.0K | — | 200.0K | — | 87.8K | 286.0K | 1.01M | 19.73% | ↗ |
| 20 | 2011 | Robert M. Meyer Executive Vice President | 465.0K | — | 200.0K | — | 87.8K | 236.7K | 989.5K | 20.21% | ↗ |
| 21 | 2011 | Robert M. Meyer EVP | 465.0K | — | 200.0K | — | 87.8K | 236.7K | 989.5K | 20.21% | ↗ |
| 22 | 2010 | Gerald H. Lipkin Chairman of the Board, President and CEO | 1.08M | — | 420.0K | 105.0K | 630.0K | 203.6K | 2.44M | 21.56% | ↗ |
| 23 | 2010 | Peter Crocitto Director, Senior EVP, and COO | 519.0K | — | 202.0K | 50.5K | 176.8K | 306.5K | 1.25M | 20.12% | ↗ |
| 24 | 2010 | Alan D. Eskow Director, Senior EVP, CFO and Corporate Secretary | 519.0K | — | 202.0K | 50.5K | 176.8K | 148.7K | 1.10M | 23.02% | ↗ |
| 25 | 2010 | Robert M. Meyer EVP | 464.0K | — | 126.0K | 31.5K | 135.0K | 159.0K | 915.5K | 17.20% | ↗ |
| 26 | 2010 | Albert L. Engel EVP | 438.0K | — | 119.0K | 29.8K | 135.0K | 132.8K | 854.6K | 17.41% | ↗ |
| 27 | 2007 | Gerald H. Lipkin Chairman of the Board, President and Chief Executive Officer | 680.0K | — | 262.3K | 94.5K | 636.0K | 53.6K | 1.73M | 20.67% | ↗ |
| 28 | 2007 | Alan D. Eskow Executive Vice President, Chief Financial Officer and Secretary | 355.0K | — | 175.7K | 67.6K | 180.0K | 147.5K | 925.9K | 26.28% | ↗ |
| 29 | 2007 | Peter Crocitto Executive Vice President | 355.0K | — | 175.7K | 67.6K | 180.0K | 111.5K | 889.9K | 27.35% | ↗ |
| 30 | 2007 | Robert M. Meyer Executive Vice President | 355.0K | — | 175.7K | 67.6K | 145.0K | 112.4K | 855.7K | 28.44% | ↗ |
| 31 | 2007 | Albert Engel Executive Vice President (Not a named executive officer in 2006) | 320.0K | — | 124.4K | 55.1K | 160.0K | 124.9K | 784.4K | 22.89% | ↗ |
| 32 | 2007 | James G. Lawrence Executive Vice President | 408.9K | 51.1K | 57.5K | 59.6K | 100.0K | 77.1K | 754.1K | 15.52% | ↗ |
| 33 | 2006 | Gerald H. Lipkin Chairman of the Board, President and Chief Executive Officer | 680.0K | — | 548.2K | 178.3K | 575.0K | 3.40M | 5.38M | 13.50% | ↗ |
| 34 | 2006 | Alan D. Eskow Executive Vice President and Chief Financial Officer | 345.0K | — | 163.3K | 71.2K | 150.0K | 304.4K | 1.03M | 22.68% | ↗ |
| 35 | 2006 | Alan D. Eskow Executive Vice President, Chief Financial Officer and Secretary | 345.0K | — | 163.3K | 71.2K | 150.0K | 304.4K | 1.03M | 22.68% | ↗ |
| 36 | 2006 | Peter Crocitto Executive Vice President | 345.0K | — | 163.3K | 71.2K | 150.0K | 267.2K | 996.6K | 23.53% | ↗ |
| 37 | 2006 | Robert M. Meyer Executive Vice President | 345.0K | — | 163.3K | 71.2K | 150.0K | 222.5K | 951.9K | 24.63% | ↗ |
| 38 | 2006 | James G. Lawrence Executive Vice President | 408.9K | 51.1K | 76.9K | 77.6K | 100.0K | 55.0K | 769.5K | 20.08% | ↗ |
| 39 | 2006 | Albert Engel Executive Vice President (Not a named executive officer in 2006) | 2.0K | 2.0K | 2.0K | — | — | — | 6.0K | 33.33% | ↗ |
| 40 | 2002 | Gerald H. Lipkin Chairman, President and Chief Executive Officer | 600.0K | 600.0K | 183.6K | 20.0K | — | 31.7K | 1.44M | 14.18% | ↗ |
| 41 | 2002 | Robert M. Meyer Executive Vice President | 305.0K | 160.0K | 105.3K | 12.0K | — | 6.6K | 588.9K | 19.92% | ↗ |
| 42 | 2002 | Peter Crocitto Executive Vice President | 305.0K | 160.0K | 105.3K | 12.0K | — | 6.6K | 588.9K | 19.92% | ↗ |
| 43 | 2002 | Alan D. Eskow Executive Vice President and Chief Financial Officer | 250.0K | 160.0K | 105.3K | 12.0K | — | 7.0K | 534.3K | 21.96% | ↗ |
| 44 | 2002 | James G. Lawrence Executive Vice President | 386.0K | 100.0K | 39.5K | 5.0K | — | — | 530.5K | 8.39% | ↗ |
| 45 | 2002 | Peter John Southway Executive Vice President | 305.0K | 160.0K | — | — | — | 7.0K | 472.0K | 0.00% | ↗ |
| 46 | 2002 | Spencer B. Witty Vice Chairman | 363.5K | 100.0K | — | — | — | — | 463.5K | 0.00% | ↗ |
| 47 | 2001 | Gerald H. Lipkin Chairman, President and Chief Executive Officer | 575.0K | 575.0K | 160.8K | 21.0K | — | 31.2K | 1.36M | 13.34% | ↗ |
| 48 | 2001 | Peter John Southway Executive Vice President | 290.0K | 147.0K | 110.1K | 13.8K | — | 6.0K | 566.8K | 21.85% | ↗ |
| 49 | 2001 | Robert M. Meyer Executive Vice President | 290.0K | 147.0K | 110.1K | 13.8K | — | 6.0K | 566.8K | 21.85% | ↗ |
| 50 | 2001 | Peter Crocitto Executive Vice President | 290.0K | 147.0K | 110.1K | 13.8K | — | 6.0K | 566.8K | 21.85% | ↗ |
| 51 | 2001 | James G. Lawrence Executive Vice President | 363.2K | 148.0K | 31.5K | 4.4K | — | — | 547.1K | 6.55% | ↗ |
| 52 | 2001 | Spencer B. Witty Vice Chairman | 342.0K | 145.2K | 15.7K | 4.4K | — | — | 507.3K | 3.96% | ↗ |
| 53 | 2001 | Alan D. Eskow Executive Vice President and Chief Financial Officer | 210.0K | 100.0K | 110.1K | 13.8K | — | 6.0K | 439.8K | 28.16% | ↗ |
| 54 | 2000 | Gerald H. Lipkin Chairman, President and Chief Executive Officer | 525.0K | 525.0K | 118.8K | 20.7K | — | 31.2K | 1.22M | 11.42% | ↗ |
| 55 | 2000 | Robert M. Meyer Executive Vice President | 260.0K | 105.0K | 98.0K | 14.4K | — | 6.0K | 483.4K | 23.26% | ↗ |
| 56 | 2000 | Peter John Southway Executive Vice President | 260.0K | 105.0K | 98.0K | 14.4K | — | 6.0K | 483.4K | 23.26% | ↗ |
| 57 | 2000 | Peter Crocitto Executive Vice President | 260.0K | 105.0K | 98.0K | 14.4K | — | 6.0K | 483.4K | 23.26% | ↗ |
| 58 | 2000 | Alan D. Eskow Executive Vice President and Chief Financial Officer | 170.0K | 40.0K | 84.0K | 13.1K | — | 6.0K | 313.1K | 31.03% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ira D. Robbins | President, Chief Executive Officer & Chairman | 3M | male |
| Gino A. Martocci | Senior EVP & President of Commercial Banking | 2M | male |
| Patrick D. Smith | Senior EVP & President of Consumer Banking | 2M | male |
| Russell Barrett | Senior EVP & COO | 1M | male |
| Travis Lan | Senior Executive Vice President & Chief Financial Officer | 1M | male |
| Marc Piro | Senior Vice President, Head of Content, Creative & Public Relations | — | male |
| Mark Glasky | California Market President | — | male |
| Mark Saeger | Executive Vice President | — | male |
| Matthew Verney | Chief Banking Officer-Philadelphia & South Jersey Market | — | male |
| Mitchell L. Crandell | Executive Vice President & Chief Accounting Officer | — | male |
| Terry Keating | Head of Asset-Based Lending | — | male |
| Andrew Jianette | Investor Relations Executive | — | male |
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Community Opinion for VLY
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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