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Nasdaq · USD

AMAL

Amalgamated Financial Corp.

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Tapewire entity
1203
SEC CIK
0001823608
Parsed reports
392

Last 12 months

Inside the activity.

0 purchase rows · 57 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202500
Jan 202601
Feb 202604
Mar 202602
Apr 202603
May 202600
Jun 202606
Jul 202601
Aug 202604
Sep 2026034
Oct 202601

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 19, 2025 Filed Feb 22, 2025 01:30 UTC
Searby SeanEVP, Chief Operations Officer
Tax withholdingCommon Stock 702 $36.69 $25,756.38
Disclosure

SEC source: 0001849127-25-000004 · wk-form4_1740187840.xml · nonDerivative · entry 2

Searby Sean · CIK 0001849127 · EVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,423.69

F2 · shares: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:30 UTC
Searby SeanEVP, Chief Operations Officer
GrantCommon Stock 2,387 $0.00 $0.00
Disclosure

SEC source: 0001849127-25-000004 · wk-form4_1740187840.xml · nonDerivative · entry 1

Searby Sean · CIK 0001849127 · EVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,125.69

F1 · shares: Represents performance stock units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:28 UTC
Brown PriscillaPresident & CEO
GrantCommon Stock 24,725 $0.00 $0.00
Disclosure

SEC source: 0001864074-25-000004 · wk-form4_1740187685.xml · nonDerivative · entry 3

Brown Priscilla · CIK 0001864074 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 240,890.06

F3 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:28 UTC
Brown PriscillaPresident & CEO
Tax withholdingCommon Stock 9,741 $36.69 $357,397.29
Disclosure

SEC source: 0001864074-25-000004 · wk-form4_1740187685.xml · nonDerivative · entry 2

Brown Priscilla · CIK 0001864074 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,165.06

F2 · shares: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:28 UTC
Brown PriscillaPresident & CEO
GrantCommon Stock 20,939 $0.00 $0.00
Disclosure

SEC source: 0001864074-25-000004 · wk-form4_1740187685.xml · nonDerivative · entry 1

Brown Priscilla · CIK 0001864074 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 225,906.06

F1 · shares: Represents performance stock units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:09 UTC
Lanning Margaret MatildaEVP, Chief Credit Risk Officer
GrantCommon Stock 2,198 $0.00 $0.00
Disclosure

SEC source: 0001939608-25-000004 · wk-form4_1740186572.xml · nonDerivative · entry 3

Lanning Margaret Matilda · CIK 0001939608 · EVP, Chief Credit Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,131

F3 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:09 UTC
Lanning Margaret MatildaEVP, Chief Credit Risk Officer
Tax withholdingCommon Stock 577 $36.69 $21,170.13
Disclosure

SEC source: 0001939608-25-000004 · wk-form4_1740186572.xml · nonDerivative · entry 2

Lanning Margaret Matilda · CIK 0001939608 · EVP, Chief Credit Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,933

F2 · shares: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:09 UTC
Lanning Margaret MatildaEVP, Chief Credit Risk Officer
GrantCommon Stock 1,571 $0.00 $0.00
Disclosure

SEC source: 0001939608-25-000004 · wk-form4_1740186572.xml · nonDerivative · entry 1

Lanning Margaret Matilda · CIK 0001939608 · EVP, Chief Credit Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,510

F1 · shares: Represents performance stock units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:00 UTC
Romney Edgar JrChief Strategy & Admin Officer
GrantCommon Stock 10,549 $0.00 $0.00
Disclosure

SEC source: 0002008970-25-000006 · wk-form4_1740186009.xml · nonDerivative · entry 2

Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,043.98

F2 · shares: Represents the restricted stock units awarded to the reporting person on February 19, 2025, in connection with their retention award. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:00 UTC
Romney Edgar JrChief Strategy & Admin Officer
GrantCommon Stock 3,173 $0.00 $0.00
Disclosure

SEC source: 0002008970-25-000006 · wk-form4_1740186009.xml · nonDerivative · entry 1

Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,494.98

F1 · shares: Represents restricted stock units awarded to the reported person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:03 UTC
Brown Sam D.SEVP, Chief Banking Officer
GrantCommon Stock 4,245 $0.00 $0.00
Disclosure

SEC source: 0001848228-25-000004 · wk-form4_1740186233.xml · nonDerivative · entry 3

Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,175.33

F3 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:03 UTC
Brown Sam D.SEVP, Chief Banking Officer
Tax withholdingCommon Stock 845 $36.69 $31,003.05
Disclosure

SEC source: 0001848228-25-000004 · wk-form4_1740186233.xml · nonDerivative · entry 2

Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,930.33

F2 · shares: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 01:03 UTC
Brown Sam D.SEVP, Chief Banking Officer
GrantCommon Stock 2,805 $0.00 $0.00
Disclosure

SEC source: 0001848228-25-000004 · wk-form4_1740186233.xml · nonDerivative · entry 1

Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,775.33

F1 · shares: Represents performance stock units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 22, 2025 00:56 UTC
Glace AdrianSVP, Chief Technology Officer
GrantCommon Stock 1,058 $0.00 $0.00
Disclosure

SEC source: 0002009062-25-000002 · wk-form4_1740185771.xml · nonDerivative · entry 1

Glace Adrian · CIK 0002009062 · SVP, Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,543

F1 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

F2 · balance_after: The total reported in Column 5 of this Form 4 includes 29 shares purchased under the Employee Stock Purchase Program in Q1 of 2024, 26 shares purchased under the Employee Stock Purchase Program in Q2 of 2024, 26 shares purchased under the Employee Stock Purchase Program in Q3 of 2024, and 42 shares purchased under the Employee Stock Purchase Program in Q4 of 2024.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 23:03 UTC
Darby JasonSenior Executive VP and CFO
GrantCommon Stock 5,495 $0.00 $0.00
Disclosure

SEC source: 0001847205-25-000004 · wk-form4_1740178990.xml · nonDerivative · entry 3

Darby Jason · CIK 0001847205 · Senior Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,518.5

F3 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 23:03 UTC
Darby JasonSenior Executive VP and CFO
Tax withholdingCommon Stock 1,149 $36.69 $42,156.81
Disclosure

SEC source: 0001847205-25-000004 · wk-form4_1740178990.xml · nonDerivative · entry 2

Darby Jason · CIK 0001847205 · Senior Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,023.5

F2 · shares: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 23:03 UTC
Darby JasonSenior Executive VP and CFO
GrantCommon Stock 3,665 $0.00 $0.00
Disclosure

SEC source: 0001847205-25-000004 · wk-form4_1740178990.xml · nonDerivative · entry 1

Darby Jason · CIK 0001847205 · Senior Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,172.5

F1 · shares: Represents performance stock units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:52 UTC
VELUSWAMY LESLIEEVP & Chief Accounting Officer
GrantCommon Stock 2,527 $0.00 $0.00
Disclosure

SEC source: 0001765673-25-000004 · wk-form4_1740174725.xml · nonDerivative · entry 1

VELUSWAMY LESLIE · CIK 0001765673 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,225

F1 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:38 UTC
Graham TyroneEVP, Chief HR Officer
GrantCommon Stock 2,898 $0.00 $0.00
Disclosure

SEC source: 0001978439-25-000006 · wk-form4_1740173876.xml · nonDerivative · entry 3

Graham Tyrone · CIK 0001978439 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,165

F3 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:38 UTC
Graham TyroneEVP, Chief HR Officer
Tax withholdingCommon Stock 584 $36.69 $21,426.96
Disclosure

SEC source: 0001978439-25-000006 · wk-form4_1740173876.xml · nonDerivative · entry 2

Graham Tyrone · CIK 0001978439 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,267

F2 · shares: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:38 UTC
Graham TyroneEVP, Chief HR Officer
GrantCommon Stock 1,728 $0.00 $0.00
Disclosure

SEC source: 0001978439-25-000006 · wk-form4_1740173876.xml · nonDerivative · entry 1

Graham Tyrone · CIK 0001978439 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,851

F1 · shares: Represents performance stock units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 19, 2025.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:25 UTC
Tenner MandyEVP, Chief Legal Officer
GrantCommon Stock 2,569 $0.00 $0.00
Disclosure

SEC source: 0001917010-25-000004 · wk-form4_1740173111.xml · nonDerivative · entry 3

Tenner Mandy · CIK 0001917010 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,736

F3 · shares: Represents restricted stock units awarded to the reporting person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:25 UTC
Tenner MandyEVP, Chief Legal Officer
Tax withholdingCommon Stock 339 $36.69 $12,437.91
Disclosure

SEC source: 0001917010-25-000004 · wk-form4_1740173111.xml · nonDerivative · entry 2

Tenner Mandy · CIK 0001917010 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,167

F2 · shares: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 19, 2025 Filed Feb 21, 2025 21:25 UTC
Tenner MandyEVP, Chief Legal Officer
GrantCommon Stock 945 $0.00 $0.00
Disclosure

SEC source: 0001917010-25-000004 · wk-form4_1740173111.xml · nonDerivative · entry 1

Tenner Mandy · CIK 0001917010 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,506

F1 · shares: Represents performance stock units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 19, 2025.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:47 UTC
Searby SeanEVP, Chief Operations Officer
Tax withholdingCommon Stock 291 $36.69 $10,676.79
Disclosure

SEC source: 0001849127-25-000002 · wk-form4_1740019670.xml · nonDerivative · entry 4

Searby Sean · CIK 0001849127 · EVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,738.69

F4 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

F5 · balance_after: The total reported in Column 5 of this Form 4 includes 2.69 shares of common stock, obtained by the reporting person under the Company's dividend reimbursement plan, in Q4 of 2024.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:47 UTC
Searby SeanEVP, Chief Operations Officer
Tax withholdingCommon Stock 374 $36.69 $13,722.06
Disclosure

SEC source: 0001849127-25-000002 · wk-form4_1740019670.xml · nonDerivative · entry 3

Searby Sean · CIK 0001849127 · EVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,029.69

F3 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2022.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:47 UTC
Searby SeanEVP, Chief Operations Officer
Tax withholdingCommon Stock 867 $33.47 $29,018.49
Disclosure

SEC source: 0001849127-25-000002 · wk-form4_1740019670.xml · nonDerivative · entry 2

Searby Sean · CIK 0001849127 · EVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,403.69

F2 · acquired: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:47 UTC
Searby SeanEVP, Chief Operations Officer
GrantCommon Stock 2,466 $0.00 $0.00
Disclosure

SEC source: 0001849127-25-000002 · wk-form4_1740019670.xml · nonDerivative · entry 1

Searby Sean · CIK 0001849127 · EVP, Chief Operations Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,270.69

F1 · acquired: Represents performance share units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:42 UTC
Brown PriscillaPresident & CEO
Tax withholdingCommon Stock 4,304 $36.69 $157,913.76
Disclosure

SEC source: 0001864074-25-000002 · wk-form4_1740019371.xml · nonDerivative · entry 3

Brown Priscilla · CIK 0001864074 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204,967.06

F3 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

F4 · balance_after: The total reported in Column 5 of this Form 4 includes 276.06 shares of common stock, obtained by the reporting person under the Company's dividend reimbursement plan, in Q4 of 2024.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:42 UTC
Brown PriscillaPresident & CEO
Tax withholdingCommon Stock 6,817 $33.47 $228,164.99
Disclosure

SEC source: 0001864074-25-000002 · wk-form4_1740019371.xml · nonDerivative · entry 2

Brown Priscilla · CIK 0001864074 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 209,271.06

F2 · acquired: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:42 UTC
Brown PriscillaPresident & CEO
GrantCommon Stock 21,564 $0.00 $0.00
Disclosure

SEC source: 0001864074-25-000002 · wk-form4_1740019371.xml · nonDerivative · entry 1

Brown Priscilla · CIK 0001864074 · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 216,088.06

F1 · acquired: Represents performance share units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:38 UTC
Romney Edgar JrChief Strategy & Admin Officer
Tax withholdingCommon Stock 243 $36.69 $8,915.67
Disclosure

SEC source: 0002008970-25-000004 · wk-form4_1740019087.xml · nonDerivative · entry 2

Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,321.98

F2 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

F3 · balance_after: The total reported in Column 5 of this Form 4 includes 18.98 shares of common stock, purchased under the Company's dividend reimbursement plan, in Q4 of 2024.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:38 UTC
Romney Edgar JrChief Strategy & Admin Officer
Tax withholdingCommon Stock 310 $36.69 $11,373.90
Disclosure

SEC source: 0002008970-25-000004 · wk-form4_1740019087.xml · nonDerivative · entry 1

Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,564.98

F1 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2022.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:31 UTC
Brown Sam D.SEVP, Chief Banking Officer
Tax withholdingCommon Stock 536 $36.69 $19,665.84
Disclosure

SEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 4

Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,970.33

F4 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

F5 · balance_after: A footnote, included to a Form 4 filed on behalf of the reporting person on January 6, 2025, noted that the reporting person acquired 54 shares of common stuck under the Company's dividend reimbursement plan. The footnote inadvertently excluded decimals, and should have noted the reporting person's complete acquisition of 54.33 shares, under the plan. This footnote serves to reconcile the inconsistency of .33 shares the total amount reported under Table I of Colum 5 between the Form 4 filed on January 6, 2025, and this Form 4 filed on February 19, 2025.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:31 UTC
Brown Sam D.SEVP, Chief Banking Officer
Tax withholdingCommon Stock 412 $36.69 $15,116.28
Disclosure

SEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 3

Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,506.33

F3 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2022.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:31 UTC
Brown Sam D.SEVP, Chief Banking Officer
Tax withholdingCommon Stock 1,025 $33.47 $34,306.75
Disclosure

SEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 2

Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,918.33

F2 · acquired: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:31 UTC
Brown Sam D.SEVP, Chief Banking Officer
GrantCommon Stock 2,898 $0.00 $0.00
Disclosure

SEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 1

Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,943.33

F1 · acquired: Represents performance share units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:26 UTC
Graham TyroneEVP, Chief HR Officer
Tax withholdingCommon Stock 242 $36.69 $8,878.98
Disclosure

SEC source: 0001978439-25-000004 · wk-form4_1740018357.xml · nonDerivative · entry 4

Graham Tyrone · CIK 0001978439 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,123

F4 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:26 UTC
Graham TyroneEVP, Chief HR Officer
Tax withholdingCommon Stock 292 $36.69 $10,713.48
Disclosure

SEC source: 0001978439-25-000004 · wk-form4_1740018357.xml · nonDerivative · entry 3

Graham Tyrone · CIK 0001978439 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,365

F3 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2022.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:26 UTC
Graham TyroneEVP, Chief HR Officer
Tax withholdingCommon Stock 654 $33.47 $21,889.38
Disclosure

SEC source: 0001978439-25-000004 · wk-form4_1740018357.xml · nonDerivative · entry 2

Graham Tyrone · CIK 0001978439 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,657

F2 · acquired: Represents the shares withheld related to the release of performance stock units.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:26 UTC
Graham TyroneEVP, Chief HR Officer
GrantCommon Stock 1,784 $0.00 $0.00
Disclosure

SEC source: 0001978439-25-000004 · wk-form4_1740018357.xml · nonDerivative · entry 1

Graham Tyrone · CIK 0001978439 · EVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,311

F1 · acquired: Represents performance share units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 15, 2025.

Read SEC document
February 15, 2025 Filed Feb 20, 2025 02:16 UTC
Lanning Margaret MatildaEVP, Chief Credit Risk Officer
Tax withholdingCommon Stock 324 $36.69 $11,887.56
Disclosure

SEC source: 0001939608-25-000002 · wk-form4_1740017768.xml · nonDerivative · entry 3

Lanning Margaret Matilda · CIK 0001939608 · EVP, Chief Credit Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,939

F3 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

F4 · balance_after: Due to a clerical error, the reporting person's last Form 4, dated July 29, 2024, noted a disposition of 198 shares, when it should have reflected a disposition of 197 shares. This footnote serves to reconcile the inconsistency of 1 share in the total amount reported under Table I of Colum 5 between the Form 4 filed on July 29, 2024, and this Form 4 filed on February 19, 2025.

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February 15, 2025 Filed Feb 20, 2025 02:16 UTC
Lanning Margaret MatildaEVP, Chief Credit Risk Officer
Tax withholdingCommon Stock 478 $33.47 $15,998.66
Disclosure

SEC source: 0001939608-25-000002 · wk-form4_1740017768.xml · nonDerivative · entry 2

Lanning Margaret Matilda · CIK 0001939608 · EVP, Chief Credit Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,263

F2 · acquired: Represents the shares withheld related to the release of performance stock units.

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February 15, 2025 Filed Feb 20, 2025 02:16 UTC
Lanning Margaret MatildaEVP, Chief Credit Risk Officer
GrantCommon Stock 1,299 $0.00 $0.00
Disclosure

SEC source: 0001939608-25-000002 · wk-form4_1740017768.xml · nonDerivative · entry 1

Lanning Margaret Matilda · CIK 0001939608 · EVP, Chief Credit Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,741

F1 · acquired: Represents performance share units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 15, 2025.

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February 15, 2025 Filed Feb 20, 2025 02:05 UTC
VELUSWAMY LESLIEEVP & Chief Accounting Officer
Tax withholdingCommon Stock 322 $36.69 $11,814.18
Disclosure

SEC source: 0001765673-25-000002 · wk-form4_1740017116.xml · nonDerivative · entry 1

VELUSWAMY LESLIE · CIK 0001765673 · EVP & Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,698

F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

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February 15, 2025 Filed Feb 20, 2025 01:59 UTC
Darby JasonSenior Executive VP and CFO
Tax withholdingCommon Stock 658 $36.69 $24,142.02
Disclosure

SEC source: 0001847205-25-000002 · wk-form4_1740016782.xml · nonDerivative · entry 4

Darby Jason · CIK 0001847205 · Senior Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,507.5

F4 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

F5 · balance_after: The total reported in Column 5 of this Form 4 includes 48.50 shares of common stock, obtained by the reporting person under the Company's dividend reimbursement plan, in Q4 of 2024.

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February 15, 2025 Filed Feb 20, 2025 01:59 UTC
Darby JasonSenior Executive VP and CFO
Tax withholdingCommon Stock 528 $36.69 $19,372.32
Disclosure

SEC source: 0001847205-25-000002 · wk-form4_1740016782.xml · nonDerivative · entry 3

Darby Jason · CIK 0001847205 · Senior Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,165.5

F3 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2022.

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February 15, 2025 Filed Feb 20, 2025 01:59 UTC
Darby JasonSenior Executive VP and CFO
Tax withholdingCommon Stock 1,348 $33.47 $45,117.56
Disclosure

SEC source: 0001847205-25-000002 · wk-form4_1740016782.xml · nonDerivative · entry 2

Darby Jason · CIK 0001847205 · Senior Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,693.5

F2 · acquired: Represents the shares withheld related to the release of performance stock units.

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February 15, 2025 Filed Feb 20, 2025 01:59 UTC
Darby JasonSenior Executive VP and CFO
GrantCommon Stock 3,785 $0.00 $0.00
Disclosure

SEC source: 0001847205-25-000002 · wk-form4_1740016782.xml · nonDerivative · entry 1

Darby Jason · CIK 0001847205 · Senior Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,041.5

F1 · acquired: Represents performance share units that vested on January 1, 2025, and were approved for release by the Company's Compensation Committee on February 15, 2025.

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February 15, 2025 Filed Feb 20, 2025 01:52 UTC
Tenner MandyEVP, Chief Legal Officer
Tax withholdingCommon Stock 332 $36.69 $12,181.08
Disclosure

SEC source: 0001917010-25-000002 · wk-form4_1740016367.xml · nonDerivative · entry 4

Tenner Mandy · CIK 0001917010 · EVP, Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,561

F4 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023.

F5 · balance_after: The total reported in Column 5 of this Form 4 includes 37 shares purchased under the Employee Stock Purchase Program in Q3 of 2024, and 29 shares purchased under the Employee Stock Purchase Program in Q4 of 2024.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.