Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | SEVP & COO | May 10, 2022 | May 12, 2022 |
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 10, 2022 · Filed May 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,882 |
Reported balance
After 2022-05-10 transaction · row 1
1 source rowRow 1 · 2022-05-10 · Exercise / conversion · Acquired 1,155 · Balance 21,882 F1: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on May 10, 2022. The Performance Stock Units vested on May 10, 2022. Shares will be delivered within 30 days of vesting. |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $17.97 | Direct | 1,155 |
Reported balance
After 2022-05-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-10 · Exercise / conversion · Acquired 1,155 · Balance 1,155 F1: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on May 10, 2022. The Performance Stock Units vested on May 10, 2022. Shares will be delivered within 30 days of vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on May 10, 2022. The Performance Stock Units vested on May 10, 2022. Shares will be delivered within 30 days of vesting.
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 10, 2022 Filed May 12, 2022 21:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 1,155 | $0.00 Strike: $17.97 | $0.00 |
DisclosureSEC source: 0001823608-22-000092 · wf-form4_165239007353605.xml · derivative · entry 2 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,155 Underlying: Common Stock · 1,155 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on May 10, 2022. The Performance Stock Units vested on May 10, 2022. Shares will be delivered within 30 days of vesting. F1 · derivative.expiration_date: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on May 10, 2022. The Performance Stock Units vested on May 10, 2022. Shares will be delivered within 30 days of vesting. Read SEC document |
| May 10, 2022 Filed May 12, 2022 21:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000092 · wf-form4_165239007353605.xml · nonDerivative · entry 1 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,882 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · deemedExecutionDate: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on May 10, 2022. The Performance Stock Units vested on May 10, 2022. Shares will be delivered within 30 days of vesting. Read SEC document |
| May 05, 2022 Filed May 6, 2022 16:28 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 39,440 | $0.00 Strike: $14.65 | $0.00 |
DisclosureSEC source: 0001823608-22-000085 · wf-form4_165185450007275.xml · derivative · entry 4 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,440 Underlying: Common Stock · 39,440 shares Expires 2022-07-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options vested in three equal installments on each of 1/1/2019, 1/1/2020, and 1/1/2021. Read SEC document |
| May 05, 2022 Filed May 6, 2022 16:28 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 42,020 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001823608-22-000085 · wf-form4_165185450007275.xml · derivative · entry 3 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,020 Underlying: Common Stock · 42,020 shares Expires 2022-07-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options vested in three equal installments on each of 1/1/2018, 1/1/2019, and 1/1/2020. Read SEC document |
| May 05, 2022 Filed May 6, 2022 16:28 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 26,160 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000085 · wf-form4_165185450007275.xml · derivative · entry 2 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,160 Underlying: Common Stock · 26,160 shares Expires 2022-07-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock options vested in three equal installments on each of 1/1/2017, 1/1/2018, and 1/1/2019. Read SEC document |
| May 05, 2022 Filed May 6, 2022 16:28 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 90,918 | $19.20 | $1,745,625.60 |
DisclosureSEC source: 0001823608-22-000085 · wf-form4_165185450007275.xml · nonDerivative · entry 1 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,727 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 21:58 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 5,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000032 · wf-form4_164513509991444.xml · derivative · entry 1 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,148 Underlying: Common Stock · 5,169 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 three equal annual installments beginning on February 15, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on February 15, 2023. Read SEC document |
| February 03, 2022 Filed Feb 4, 2022 23:20 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,600 | $16.55 | $26,480.00 |
DisclosureSEC source: 0001823608-22-000025 · wf-form4_164401679179870.xml · nonDerivative · entry 1 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,025 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.39 to $16.68. The reporting person undertakes to provide to AMAL, any security holder of AMAL, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 22:12 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 2,219 | $0.00 Strike: $16.77 | $0.00 |
DisclosureSEC source: 0001823608-22-000017 · wf-form4_164332152441284.xml · derivative · entry 2 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,219 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on January 25, 2022. The Performance Stock Units vested on January 25, 2022. Shares will be delivered within 30 days of vesting. F1 · derivative.expiration_date: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on January 25, 2022. The Performance Stock Units vested on January 25, 2022. Shares will be delivered within 30 days of vesting. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 22:12 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 2,219 | $16.77 | $37,212.63 |
DisclosureSEC source: 0001823608-22-000017 · wf-form4_164332152441284.xml · nonDerivative · entry 1 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · deemedExecutionDate: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on January 25, 2022. The Performance Stock Units vested on January 25, 2022. Shares will be delivered within 30 days of vesting. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:24 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 440 | $16.14 | $7,101.60 |
DisclosureSEC source: 0001823608-21-000056 · wf-form4_162145586357733.xml · nonDerivative · entry 1 Murrell Martin P. · CIK 0001847808 · SEVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,406 F1 · shares: This represents shares withheld for taxes related to the vesting of a restricted stock unit grant on May 17, 2019 which vests in equal 1/3 annual installments, beginning on May 17, 2020. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 22:36 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 672 | $18.05 | $12,129.60 |
DisclosureSEC source: 0001849139-21-000004 · primary_doc.xml · nonDerivative · entry 1 Murrell Martin P. · CIK 0001847808 · SEVP&COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526 F1 · shares: This represents shares withheld for taxes related to the vesting of a restricted stock unit grant of 6054 on March 9, 2020 which has previously been reported and vests in equal 1/3 annual installments, beginning on March 9, 2021. 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.