Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | Executive VP, General Counsel | January 25, 2022 | January 27, 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 January 25, 2022 · Filed January 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,582 |
Reported balance
After 2022-01-25 transaction · row 1
1 source rowRow 1 · 2022-01-25 · Exercise / conversion · Acquired 1,902 · Balance 7,582 |
| Performance Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $16.77 | Direct | 0 |
Reported balance
After 2022-01-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-01-25 · Exercise / conversion · Disposed 1,902 · Balance 0 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 January 25, 2022. The Performance Stock Units vested on January 25, 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 January 25, 2022. The Performance Stock Units vested on January 25, 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 |
|---|---|---|---|---|---|---|
| January 25, 2022 Filed Jan 27, 2022 22:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 1,902 | $0.00 Strike: $16.77 | $0.00 |
DisclosureSEC source: 0001823608-22-000014 · wf-form4_164332114764294.xml · derivative · entry 2 Silodor Deborah · CIK 0001849139 · Executive VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,902 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 22:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 1,902 | $16.77 | $31,896.54 |
DisclosureSEC source: 0001823608-22-000014 · wf-form4_164332114764294.xml · nonDerivative · entry 1 Silodor Deborah · CIK 0001849139 · Executive VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,582 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. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleClass A Common Stock | 367 | $19.03 | $6,984.01 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · nonDerivative · entry 5 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,180 F4 · price: The price in Column 4 is a weighted average price. The shares were sold in multiple tranches at prices ranging from $19.12-$19, inclusive. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleClass A Common Stock | 4,483 | $19.22 | $86,163.26 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · nonDerivative · entry 4 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,547 F3 · price: The price in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $19.15-$19.47. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 31,520 | $0.00 Strike: $14.65 | $0.00 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · derivative · entry 8 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,061 Underlying: Common Stock · 31,520 shares Expires 2028-01-01 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 · shares: This represents three tranches of options: (i) 38520, vesting in three tranches beginning on January 1, 2016 at $12, (ii) 33620 vesting in three tranches beginning on January 1, 2017 at $13.75, (iii) 31520 vesting in three tranches beginning on January 1, 2018 at $14.65. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 33,620 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · derivative · entry 7 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,541 Underlying: Common Stock · 33,620 shares Expires 2026-01-01 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.underlying_shares: This represents three tranches of options: (i) 38520, vesting in three tranches beginning on January 1, 2016 at $12, (ii) 33620 vesting in three tranches beginning on January 1, 2017 at $13.75, (iii) 31520 vesting in three tranches beginning on January 1, 2018 at $14.65. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 38,520 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · derivative · entry 6 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,921 Underlying: Common Stock · 38,520 shares Expires 2026-01-01 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 · shares: This represents three tranches of options: (i) 38520, vesting in three tranches beginning on January 1, 2016 at $12, (ii) 33620 vesting in three tranches beginning on January 1, 2017 at $13.75, (iii) 31520 vesting in three tranches beginning on January 1, 2018 at $14.65. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleClass A Common Stock | 13,171 | $19.59 | $258,019.89 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · nonDerivative · entry 3 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,030 F2 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.40- $19.89 inclusive. 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 in any of the numbers presented as a weighted average. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingClass A Common Stock | 82,860 | $19.51 | $1,616,598.60 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · nonDerivative · entry 2 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,201 Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 22:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionClass A Common Stock | 103,660 | $12.00 | $1,243,920.00 |
DisclosureSEC source: 0001849139-21-000007 · primary_doc.xml · nonDerivative · entry 1 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,061 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 · balance_after: This represents three tranches of options: (i) 38520, vesting in three tranches beginning on January 1, 2016 at $12, (ii) 33620 vesting in three tranches beginning on January 1, 2017 at $13.75, (iii) 31520 vesting in three tranches beginning on January 1, 2018 at $14.65. Read SEC document |
| May 17, 2021 Filed May 19, 2021 19:30 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 385 | $16.14 | $6,213.90 |
DisclosureSEC source: 0001823608-21-000048 · wf-form4_162145262796604.xml · nonDerivative · entry 1 Silodor Deborah · CIK 0001849139 · Executive VP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,401 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 22:19 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 475 | $18.05 | $8,573.75 |
DisclosureSEC source: 0001849139-21-000002 · primary_doc.xml · nonDerivative · entry 1 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,655 F1 · shares: This represents shares withheld for taxes related to the vesting of a restricted stock unit grant of 4152 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 |
| March 01, 2021 Filed Mar 3, 2021 23:40 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 42,000 | $11.00 Strike: $11.00 | $462,000.00 |
DisclosureSEC source: 0001849139-21-000001 · primary_doc.xml · derivative · entry 4 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746 Underlying: Common Stock · 42,000 shares Expires 2025-01-01 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: This option originally vested in three equal annual installments beginning on January 1, 2015 and expire on January 1, 2025. F2 · derivative.expiration_date: This option originally vested in three equal annual installments beginning on January 1, 2015 and expire on January 1, 2025. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:40 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 9,924 | $17.86 | $177,242.64 |
DisclosureSEC source: 0001849139-21-000001 · primary_doc.xml · nonDerivative · entry 3 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746 F1 · price: The price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.07-$17.80. 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 herein. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:40 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 32,076 | $17.86 | $572,877.36 |
DisclosureSEC source: 0001849139-21-000001 · primary_doc.xml · nonDerivative · entry 2 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,670 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:40 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 42,000 | $11.00 | $462,000.00 |
DisclosureSEC source: 0001849139-21-000001 · primary_doc.xml · nonDerivative · entry 1 Silodor Deborah · CIK 0001849139 · EVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,746 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. 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.