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 |
|---|---|---|---|---|---|---|
| June 02, 2022 Filed Jun 6, 2022 19:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 4,317 | $21.00 | $90,657.00 |
DisclosureSEC source: 0001823608-22-000105 · wf-form4_165454299127694.xml · nonDerivative · entry 3 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,170 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.00 to $21.07. 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. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 19:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 14,603 | $21.37 | $312,066.11 |
DisclosureSEC source: 0001823608-22-000105 · wf-form4_165454299127694.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,487 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. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 19:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 18,920 | $13.75 | $260,150.00 |
DisclosureSEC source: 0001823608-22-000105 · wf-form4_165454299127694.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,090 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. Read SEC document |
| May 10, 2022 Filed May 12, 2022 21:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 908 | $0.00 Strike: $17.97 | $0.00 |
DisclosureSEC source: 0001823608-22-000091 · wf-form4_165239004663677.xml · derivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908 Underlying: Common Stock · 908 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 | 908 | $17.97 | $16,316.76 |
DisclosureSEC source: 0001823608-22-000091 · wf-form4_165239004663677.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,170 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 |
| February 15, 2022 Filed Feb 17, 2022 21:57 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 5,043 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000031 · wf-form4_164513500320591.xml · derivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,801 Underlying: Common Stock · 5,043 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 |
| January 25, 2022 Filed Jan 27, 2022 22:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 1,744 | $0.00 Strike: $16.77 | $0.00 |
DisclosureSEC source: 0001823608-22-000020 · wf-form4_164332178932113.xml · derivative · entry 2 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,744 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 22:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 1,744 | $16.77 | $29,246.88 |
DisclosureSEC source: 0001823608-22-000020 · wf-form4_164332178932113.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Senior Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,642 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 20:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 353 | $16.14 | $5,697.42 |
DisclosureSEC source: 0001823608-21-000054 · wf-form4_162145522095082.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,924 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 11, 2021 Filed Mar 11, 2021 23:44 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 21,660 | $12.00 Strike: $12.00 | $259,920.00 |
DisclosureSEC source: 0001847205-21-000001 · primary_doc.xml · derivative · entry 4 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,889 Underlying: Common Stock · 21,660 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. F2 · derivative.exercise_date: This option originally vested in three equal annual installments beginning on January 1, 2016 and expire on January 1, 2026. F2 · derivative.expiration_date: This option originally vested in three equal annual installments beginning on January 1, 2016 and expire on January 1, 2026. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 23:44 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 16,771 | $18.21 | $305,399.91 |
DisclosureSEC source: 0001847205-21-000001 · primary_doc.xml · nonDerivative · entry 3 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,813 Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 23:44 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 21,660 | $12.00 | $259,920.00 |
DisclosureSEC source: 0001847205-21-000001 · primary_doc.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,584 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 · shares: This option originally vested in three equal annual installments beginning on January 1, 2016 and expire on January 1, 2026. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 23:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 21,660 | $16.00 Strike: $16.00 | $346,560.00 |
DisclosureSEC source: 0001849139-21-000006 · primary_doc.xml · derivative · entry 4 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,889 Underlying: Common Stock · 21,660 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. F2 · derivative.exercise_date: This option originally vested in three equal annual installments beginning on January 1, 2016 and expire on January 1, 2026. F2 · balance_after: This option originally vested in three equal annual installments beginning on January 1, 2016 and expire on January 1, 2026. Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 23:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 16,771 | $18.21 | $305,399.91 |
DisclosureSEC source: 0001849139-21-000006 · primary_doc.xml · nonDerivative · entry 3 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,813 Read SEC document |
| March 11, 2021 Filed Mar 11, 2021 23:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon stock | 21,660 | $16.00 | $346,560.00 |
DisclosureSEC source: 0001849139-21-000006 · primary_doc.xml · nonDerivative · entry 2 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,584 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 · shares: This option originally vested in three equal annual installments beginning on January 1, 2016 and expire on January 1, 2026. Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 23:44 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 421 | $18.05 | $7,599.05 |
DisclosureSEC source: 0001847205-21-000001 · primary_doc.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,924 F1 · shares: This represents shares withheld for taxes related to the vesting of a restricted stock unit grant of 3804 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 09, 2021 Filed Mar 11, 2021 23:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 421 | $18.05 | $7,599.05 |
DisclosureSEC source: 0001849139-21-000006 · primary_doc.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,924 F1 · shares: This represents shares withheld for taxes related to the vesting of a restricted stock unit grant of 3804 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 09, 2021 Filed Mar 12, 2021 20:34 UTC Amendment | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 431 | $18.05 | $7,779.55 |
DisclosureSEC source: 0001848228-21-000005 · primary_doc.xml · nonDerivative · entry 1 Darby Jason · CIK 0001847205 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,914 F1 · shares: The Form 4 as originally filed did not include additional tax required to be withheld, so it reported 421 shares withheld instead of 431 shares withheld. 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.