Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | Senior Executive VP and CFO | September 10, 2026 | September 11, 2026 |
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 September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,850.9 |
Reported balance
After 2026-09-10 transaction · row 1
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 19,995 · Balance 53,850.9 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.2401 - $48.535. The reporting person undertakes to provide to AMAL, any security holder of AMALL, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.2401 - $48.535. The reporting person undertakes to provide to AMAL, any security holder of AMALL, 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.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 19,995 | $48.10 | $961,827.48 |
DisclosureSEC source: 0001823608-26-000190 · wk-form4_1789162266.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,850.9 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.2401 - $48.535. The reporting person undertakes to provide to AMAL, any security holder of AMALL, 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 |
| September 02, 2026 Filed Sep 3, 2026 23:01 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 1.36 | $48.20 | $65.55 |
DisclosureSEC source: 0000912282-26-001221 · form4.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,845.9 Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 23:01 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 5,504 | $47.34 | $260,559.36 |
DisclosureSEC source: 0000912282-26-001221 · form4.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,847.26 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on September 1, 2025. F2 · balance_after: The amount of securities beneficially owned includes 8.34 shares the reporting owner acquired through the Dividend Reinvestment program, assigned to deferred Deferred Share Units. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 23:32 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 2,500 | $43.25 | $108,125.00 |
DisclosureSEC source: 0001823608-26-000170 · wk-form4_1781566366.xml · nonDerivative · entry 3 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,342.92 Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 23:32 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 250 | $43.33 | $10,832.50 |
DisclosureSEC source: 0001823608-26-000170 · wk-form4_1781566366.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,842.92 Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 23:32 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 250 | $43.75 | $10,937.50 |
DisclosureSEC source: 0001823608-26-000170 · wk-form4_1781566366.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,092.92 F1 · shares: Represents shares held in a custodial joint account. F2 · balance_after: The amount of securities beneficially owned includes 9.82 shares there reporting owner acquired through the Dividend Reinvestment program, assigned to deferred Restricted Stock Units. Read SEC document |
| April 01, 2026 Filed Apr 4, 2026 00:32 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,797 | $39.08 | $70,226.76 |
DisclosureSEC source: 0001823608-26-000077 · wk-form4_1775262746.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,333.1 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on April 1, 2024. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:04 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 5,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-26-000039 · wk-form4_1772589888.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,130.1 F2 · shares: Represents restricted stock units awarded to the reported person on March 1, 2026. The restricted stock units vest in three annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F3 · balance_after: The total reported in Column 5 includes 10.12 shares acquired through a dividend reinvestment program, assigned to retirement plan stock. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:04 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 807 | $38.49 | $31,061.43 |
DisclosureSEC source: 0001823608-26-000039 · wk-form4_1772589888.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,427.1 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on March 1, 2024. Read SEC document |
| February 19, 2026 Filed Feb 24, 2026 01:33 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 580 | $39.93 | $23,159.40 |
DisclosureSEC source: 0000912282-26-000386 · form4.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,223.98 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 19, 2025. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 01:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,486 | $41.39 | $61,505.54 |
DisclosureSEC source: 0001823608-26-000025 · wk-form4_1771463507.xml · nonDerivative · entry 3 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,803.98 F3 · shares: Represents the shares withheld related to the release of performance stock units. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 01:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 4,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-26-000025 · wk-form4_1771463507.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,289.98 F2 · shares: Represents performance stock units that vested on February 15, 2026, and were approved for release by the Company's Compensation Committee on February 18, 2026. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 01:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 665 | $41.39 | $27,524.35 |
DisclosureSEC source: 0001823608-26-000025 · wk-form4_1771463507.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,594.98 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. Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 00:03 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,742 | $32.03 | $55,796.26 |
DisclosureSEC source: 0001847205-26-000002 · wk-form4_1769126636.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,259.98 F2 · shares: Represents the shares withheld related to the release of performance stock units. F3 · balance_after: The total reported in Column 5 includes 34.62 outstanding Restricted Stock Units, acquired by the reporting person under a dividend reinvestment program, assigned to deferred Restricted Stock Units. Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 00:03 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 4,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001847205-26-000002 · wk-form4_1769126636.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,001.98 F1 · shares: Represents performance stock units that vested on January 1, 2026, and were approved for release by the Company's Compensation Committee on January 20, 2026. Read SEC document |
| September 01, 2025 Filed Sep 3, 2025 19:41 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 16,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-25-000093 · wk-form4_1756928515.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,243.36 F1 · shares: Represents restricted stock units awarded to the reporting person on September 1, 2025. The restricted stock units vest in three annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. Read SEC document |
| August 24, 2025 Filed Aug 27, 2025 00:22 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,968 | $30.04 | $59,118.72 |
DisclosureSEC source: 0001823608-25-000086 · wk-form4_1756254165.xml · nonDerivative · entry 3 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,732.36 F3 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on August 24, 2022. Read SEC document |
| June 03, 2025 Filed Aug 27, 2025 00:22 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 426 | $30.00 | $12,780.00 |
DisclosureSEC source: 0001823608-25-000086 · wk-form4_1756254165.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,700.36 F1 · kind: The reporting person previously held these shares as custodian, but the beneficiary has since sold the shares. Read SEC document |
| June 02, 2025 Filed Aug 27, 2025 00:22 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 426 | $30.01 | $12,784.26 |
DisclosureSEC source: 0001823608-25-000086 · wk-form4_1756254165.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,126.36 F1 · kind: The reporting person previously held these shares as custodian, but the beneficiary has since sold the shares. F2 · balance_after: The amount of Securities Beneficially Owned Following the Reported Transaction includes 19 shares the reporting owner acquired through the Dividend Reinvestment Program. Read SEC document |
| April 01, 2025 Filed Apr 4, 2025 00:29 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 569 | $28.70 | $16,330.30 |
DisclosureSEC source: 0001847205-25-000010 · wk-form4_1743726543.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,533.36 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on April 1, 2024. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 00:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001847205-25-000008 · wk-form4_1741737962.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,102.36 F1 · kind: Represents restricted stock units awarded to the reporting person on March 7, 2025. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · shares: 1,172 units are deferred under the Executive Retirement Plan in lieu of a portion of the reporting person's annual cash incentive and 1,172 units are matched under the Executive Retirement Plan, both vesting according to the Plan. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:17 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 806 | $32.45 | $26,154.70 |
DisclosureSEC source: 0001847205-25-000006 · wk-form4_1741133859.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,758.36 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on March 1, 2024. F2 · balance_after: The total reported in Column 5 of this Form 4 includes 45.86 shares of common stock, acquired by the reporting person under the Company's dividend reimbursement plan, in Q1 of 2025. Read SEC document |
| February 19, 2025 Filed Feb 21, 2025 23:03 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 5,495 | $0.00 | $0.00 |
DisclosureSEC 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 | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,149 | $36.69 | $42,156.81 |
DisclosureSEC 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 | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 3,665 | $0.00 | $0.00 |
DisclosureSEC 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 15, 2025 Filed Feb 20, 2025 01:59 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 658 | $36.69 | $24,142.02 |
DisclosureSEC 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. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 01:59 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 528 | $36.69 | $19,372.32 |
DisclosureSEC 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. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 01:59 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,348 | $33.47 | $45,117.56 |
DisclosureSEC 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. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 01:59 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 3,785 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 11, 2024 Filed Nov 13, 2024 21:45 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 4,000 | $36.59 | $146,354.80 |
DisclosureSEC source: 0001847205-24-000003 · wk-form4_1731534339.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 50,208 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.89 - $36.24, pursuant to a 10b5-1 plan adopted on 8/12/23. 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 |
| August 24, 2024 Filed Aug 28, 2024 01:52 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 2,262 | $32.48 | $73,469.76 |
DisclosureSEC source: 0001628280-24-038590 · wk-form4_1724809948.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,208 Read SEC document |
| June 28, 2024 Filed Jul 2, 2024 15:02 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 4,000 | $27.02 | $108,074.40 |
DisclosureSEC source: 0001823608-24-000154 · wk-form4_1719932568.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,470 F1 · kind: The disposition reported in this Form 4 was conducted pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/14/2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.00 - $27.11. 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 (2) to this Form 4. F3 · balance_after: The total reported in Column 5 of this Table I includes 624 shares of Common Stock acquired by the reporting person in Q1 of 2024, through the Employee Stock Purchase Program. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 23:48 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 5,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000094 · wk-form4_1712188074.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,846 F1 · shares: The restricted stock units vest in three equal annual installments beginning on April 1, 2025. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 5,393 restricted stock units. The total reported in Column 5 includes the 5,393 newly awarded restricted stock units, 26,081 unvested restricted stock units, 25,885 shares of common stock, and 2,487 shares purchased under the Employee's Stock Purchase Program. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:35 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 7,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000074 · wk-form4_1709688928.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,453 F1 · shares: The restricted stock units vest in three equal annual installments beginning on March 1, 2025. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 7,647 restricted stock units. The total reported in Column 5 includes the 7,647 newly awarded restricted stock units, 18,434 unvested restricted stock units, 25,885 shares of common stock, including 10,587 previously unaccounted for shares, and 2,487 shares purchased under the Employee's Stock Purchase Program. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 11:10 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 607 | $24.44 | $14,835.08 |
DisclosureSEC source: 0001823608-24-000047 · wk-form4_1708513793.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,219 F1 · balance_after: The total reported in Column 5 of Table I is composed of 1,684 unvested Restricted Stock Units awarded on February 15, 2022, 12,551 unvested Restricted Stock Units awarded on August 24, 2022, 4,199 unvested Restricted Stock Units awarded on February 15, 2023, 15,298 shares of Common Stock owned outright by the reporting person, and 2,487 shares purchased under the Company's Employee Stock Purchase Program. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 11:10 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 757 | $24.44 | $18,501.08 |
DisclosureSEC source: 0001823608-24-000047 · wk-form4_1708513793.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,826 Read SEC document |
| February 13, 2024 Filed Feb 16, 2024 01:17 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,081 | $25.63 | $27,706.03 |
DisclosureSEC source: 0001823608-24-000027 · wk-form4_1708046227.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,583 Read SEC document |
| February 13, 2024 Filed Feb 16, 2024 01:17 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000027 · wk-form4_1708046227.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,664 F1 · shares: Represents performance stock units that vested on February 13, 2024. Read SEC document |
| February 03, 2024 Filed Feb 7, 2024 01:29 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 499 | $25.63 | $12,789.37 |
DisclosureSEC source: 0001823608-24-000015 · wk-form4_1707269372.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,836 F1 · price: The transaction date for the vesting of this Restricted Stock Units installment took place on a Saturday. The closing price from Friday, February 2, 2024, was utilized for the purpose of this transaction. F2 · balance_after: The reporting person has reported prior awards of Restricted Stock Units in Table II of Form 4. The displayed amount of Securities Beneficially Owned Following the Reported Transaction includes previously reported outstanding Restricted Stock Units, shares of Common Stock, including vested Restricted Stock Units, and shares purchased under the Employee Stock Purchase Plan. Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 00:59 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,011 | $26.94 | $27,236.34 |
DisclosureSEC source: 0001823608-24-000009 · wk-form4_1706576331.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,335 Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 00:59 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000009 · wk-form4_1706576331.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,346 F1 · shares: Represents performance share units that vested on January 25, 2024. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 21:36 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 4,000 | $25.59 | $102,378.00 |
DisclosureSEC source: 0001823608-23-000147 · wk-form4_1702589768.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,903 F1 · kind: The dispositions reported in this Form 4 were effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 11/22/2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.68 - $25.50. 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 (2) to this Form 4. F3 · balance_after: The reporting person has reported prior awards of restricted stock units in Table II of Form 4. The total reported in Column 5 includes 23,468 unvested restricted stock units previously reported in Table II, 2,487 shares of common stock purchased under the Company's Employee Stock Purchase Plan and 8,948 shares of common stock owned by the reporting person. Read SEC document |
| April 06, 2023 Filed Apr 11, 2023 00:43 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-23-000037 · wf-form4_168117377940502.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,591 F1 · shares: The displayed amount consists of 2,637 shares of common stock received upon vesting of Performance-based Stock Units on April 6, 2023, which were granted to the reporting person on March 9, 2020 andwere subject to performance conditions that have been satisfied F2 · balance_after: The displayed amount of Securities Beneficially Owned Following the Reported Transaction includes shares purchased under the Employee Stock Purchase Program and Vested Restricted Stock Unit Shares previously disclosed through a Form 4. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 23:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units | 6,298 | $23.42 | $147,499.16 |
DisclosureSEC source: 0001823608-23-000017 · wf-form4_167667519282632.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,954 F1 · deemedExecutionDate: The restricted stock units vest in three equal annual installments beginning on February 15, 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 shares purchased under the Employee Stock Purchase Program and Vested Restricted Stock Unit Shares previously disclosed through a Form 4. F4 · balance_after: The displayed amount of Securities Beneficially Owned Following the Reported Transaction includes one annual installment of an RSU Grant awarded February 15, 2022. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 20:30 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 18,825.64 | $22.31 | $420,000.03 |
DisclosureSEC source: 0001823608-22-000140 · wf-form4_166154582950171.xml · derivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,626.64 Underlying: Common Stock · 18,825.64 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 August 24, 2023. F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning on August 24, 2023. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:55 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,920 | $0.00 Strike: $14.65 | $0.00 |
DisclosureSEC source: 0001823608-22-000127 · wf-form4_165956012731170.xml · derivative · entry 4 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,920 Underlying: Common Stock · 18,920 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 1/1/2018, 1/1/2019, and 1/1/2020. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:55 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 4,404 | $23.06 | $101,556.24 |
DisclosureSEC source: 0001823608-22-000127 · wf-form4_165956012731170.xml · nonDerivative · entry 3 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.24 - $22.84. The reporting person undertakes to provide to AMAL, anysecurity 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 (2) to this Form 4. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:55 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 14,516 | $23.03 | $334,303.48 |
DisclosureSEC source: 0001823608-22-000127 · wf-form4_165956012731170.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,404 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/06/2022. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:55 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 18,920 | $14.65 | $277,178.00 |
DisclosureSEC source: 0001823608-22-000127 · wf-form4_165956012731170.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,920 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 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 06/06/2022. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 19:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 18,920 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001823608-22-000105 · wf-form4_165454299127694.xml · derivative · entry 4 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,920 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 5/20/2022. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.