Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | Executive VP | 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 | 3,563 |
Reported balance
After 2022-01-25 transaction · row 1
1 source rowRow 1 · 2022-01-25 · Exercise / conversion · Acquired 1,902 · Balance 3,563 |
| 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 22:42 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 1,902 | $0.00 Strike: $16.77 | $0.00 |
DisclosureSEC source: 0001823608-22-000023 · wf-form4_164332333443202.xml · derivative · entry 2 Mark Pappas J · CIK 0001847237 · Executive VP 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 22:42 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 1,902 | $16.77 | $31,896.54 |
DisclosureSEC source: 0001823608-22-000023 · wf-form4_164332333443202.xml · nonDerivative · entry 1 Mark Pappas J · CIK 0001847237 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,563 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 |
| May 17, 2021 Filed May 19, 2021 20:37 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 385 | $16.14 | $6,213.90 |
DisclosureSEC source: 0001823608-21-000058 · wf-form4_162145665095512.xml · nonDerivative · entry 1 Mark Pappas J · CIK 0001847237 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,661 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 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 22:26 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 469 | $18.05 | $8,465.45 |
DisclosureSEC source: 0001849139-21-000003 · primary_doc.xml · nonDerivative · entry 1 Mark Pappas J · CIK 0001847237 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 915 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.