Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | Director | May 25, 2023 | May 31, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Amalgamated Financial Corp.
Report date May 25, 2023 · Filed May 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stocks UnitsSEC Table I · non-derivative | Direct | 46,087 |
Reported balance
After 2023-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-25 · Grant · Acquired 3,439 · Balance 46,087 F1: The restricted stock units vest in one annual installment on May 25, 2024. F2: Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F3: The displayed amount of Securities Beneficially Owned Following the Reported Transaction includes Vested Restricted Stock Unit Shares previously disclosed through a Form 4. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock units vest in one annual installment on May 25, 2024.
F2: Each restricted stock unit represents a contingent right to receive one share of AMAL stock.
F3: The displayed amount of Securities Beneficially Owned Following the Reported Transaction includes Vested Restricted Stock Unit Shares previously disclosed through a Form 4.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 25, 2023 Filed May 31, 2023 01:19 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units | 3,439 | $14.54 | $50,003.06 |
DisclosureSEC source: 0001823608-23-000093 · wf-form4_168549593882649.xml · nonDerivative · entry 1 McDonagh John · CIK 0001847234 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,087 F1 · deemedExecutionDate: The restricted stock units vest in one annual installment on May 25, 2024. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F3 · balance_after: The displayed amount of Securities Beneficially Owned Following the Reported Transaction includes Vested Restricted Stock Unit Shares previously disclosed through a Form 4. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:37 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000072 · wf-form4_165152380849904.xml · derivative · entry 1 McDonagh John · CIK 0001847234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,747 Underlying: Common Stock · 2,747 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · derivative.exercise_date: The restricted stock units vest in one annual installment on April 28, 2023. F2 · derivative.expiration_date: The restricted stock units vest in one annual installment on April 28, 2023. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 19:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-21-000031 · wf-form4_161980975349904.xml · derivative · entry 1 McDonagh John · CIK 0001847234 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,138 Underlying: Common Stock · 2,138 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · derivative.exercise_date: The restricted stock units vest in one annual installment on April 28, 2022. F2 · derivative.expiration_date: The restricted stock units vest in one annual installment on April 28, 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.