Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | SEVP, Chief Banking Officer | October 01, 2026 | October 05, 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 October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,725.96 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Sale · Disposed 148 · Balance 25,725.96 |
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 23:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 148 | $46.53 | $6,886.44 |
DisclosureSEC source: 0001848228-26-000007 · wk-form4_1791243518.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,725.96 Read SEC document |
| September 09, 2026 Filed Sep 10, 2026 21:01 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 735 | $47.61 | $34,993.42 |
DisclosureSEC source: 0001848228-26-000004 · wk-form4_1789074107.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,873.96 Read SEC document |
| September 08, 2026 Filed Sep 10, 2026 21:01 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 30,000 | $48.42 | $1,452,591.00 |
DisclosureSEC source: 0001848228-26-000004 · wk-form4_1789074107.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,608.96 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.10 - $48.81. 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 |
| September 01, 2026 Filed Sep 3, 2026 23:21 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 3.6987 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000912282-26-001222 · form4.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,608.96 F3 · price: The following fractional shares were sold by the Reporting Person: 2.9301 shares sold on 9/1/2026 at $47.26 per share; 0.76 shares sold on 9/1/2026 at $48.07 per share; 0.0086 shares sold on 9/2/2026 at $47.34 per share. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 23:21 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 2,192 | $47.34 | $103,769.28 |
DisclosureSEC source: 0000912282-26-001222 · form4.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,612.66 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 total reported in Column 5 includes 687 shares of Common Stock purchased under the Company's Employee Stock Purchase Plan and 124.7387 shares of Common Stock acquired through dividend reinvestment programs. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:59 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 839 | $39.08 | $32,788.12 |
DisclosureSEC source: 0001823608-26-000068 · wk-form4_1775249990.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,992.92 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 02:05 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 4,534 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-26-000043 · wk-form4_1772589908.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,831.92 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 13.50 shares acquired through a dividend reinvestment program, assigned to the Employee Stock Purchase Program and 76.13 shares acquired through a dividend reinvestment program, assigned to Common Stock, and 2.90 shares acquired through a dividend reinvestment program, assigned to retirement plan stock. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:05 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 686 | $38.49 | $26,404.14 |
DisclosureSEC source: 0001823608-26-000043 · wk-form4_1772589908.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,297.92 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 23, 2026 22:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 458 | $39.93 | $18,287.94 |
DisclosureSEC source: 0000912282-26-000383 · form4.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,891.39 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 | 1,288 | $41.39 | $53,310.32 |
DisclosureSEC source: 0001823608-26-000024 · wk-form4_1771463499.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,349.39 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 | 3,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-26-000024 · wk-form4_1771463499.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,637.39 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 | 575 | $41.39 | $23,799.25 |
DisclosureSEC source: 0001823608-26-000024 · wk-form4_1771463499.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,657.39 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 21, 2026 Filed Jan 23, 2026 00:43 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 5,151 | $35.50 | $182,860.50 |
DisclosureSEC source: 0001848228-26-000002 · wk-form4_1769129033.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 53,232.39 F3 · shares: The disposition reported in this Form 4 was done pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 01/15/2025. F4 · balance_after: The total reported in Column 5 includes 163.88 shares of Common Stock, acquired by the reporting owner through the Employee Stock Purchase Program, 102.96 shares of Common Stock, acquired by the reporting owner through a dividend reinvestment program, assigned to Common Stock, and 9.88 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 00:43 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,524 | $32.03 | $48,813.72 |
DisclosureSEC source: 0001848228-26-000002 · wk-form4_1769129033.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,383.39 F2 · acquired: Represents the shares withheld related to the release of performance stock units. Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 00:43 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 4,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001848228-26-000002 · wk-form4_1769129033.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,907.39 F1 · acquired: 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 19:42 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 13,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-25-000096 · wk-form4_1756928536.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,626.67 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 00:13 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,697 | $30.04 | $50,977.88 |
DisclosureSEC source: 0001823608-25-000084 · wk-form4_1756253601.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,780.67 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on August 24, 2022. F2 · balance_after: The amount of Securities Beneficially Owned Following the Reported Transaction includes 158 and 522 shares acquired under the Employee Stock Purchase Program in Q1 and Q2 of 2025, and 188.34 shares acquired through the Dividend Reinvestment Program. Read SEC document |
| April 01, 2025 Filed Apr 4, 2025 00:19 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 584 | $28.70 | $16,760.80 |
DisclosureSEC source: 0001848228-25-000010 · wk-form4_1743725969.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,609.33 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 00:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0001848228-25-000008 · wk-form4_1741739931.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,193.33 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: 335 units are deferred under the Executive Retirement Plan in lieu of a portion of the reporting person's annual cash incentive and 335 units are matched under the Executive Retirement Plan, both vesting according to the Plan. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 00:30 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 687 | $32.45 | $22,293.15 |
DisclosureSEC source: 0001848228-25-000006 · wk-form4_1741134617.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,523.33 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 35 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 22, 2025 01:03 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 4,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001848228-25-000004 · wk-form4_1740186233.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,175.33 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 22, 2025 01:03 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 845 | $36.69 | $31,003.05 |
DisclosureSEC source: 0001848228-25-000004 · wk-form4_1740186233.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,930.33 F2 · shares: Represents the shares withheld related to the release of performance stock units. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 01:03 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,805 | $0.00 | $0.00 |
DisclosureSEC source: 0001848228-25-000004 · wk-form4_1740186233.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,775.33 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 02:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 536 | $36.69 | $19,665.84 |
DisclosureSEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 4 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,970.33 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: A footnote, included to a Form 4 filed on behalf of the reporting person on January 6, 2025, noted that the reporting person acquired 54 shares of common stuck under the Company's dividend reimbursement plan. The footnote inadvertently excluded decimals, and should have noted the reporting person's complete acquisition of 54.33 shares, under the plan. This footnote serves to reconcile the inconsistency of .33 shares the total amount reported under Table I of Colum 5 between the Form 4 filed on January 6, 2025, and this Form 4 filed on February 19, 2025. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 02:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 412 | $36.69 | $15,116.28 |
DisclosureSEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,506.33 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 02:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,025 | $33.47 | $34,306.75 |
DisclosureSEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,918.33 F2 · acquired: Represents the shares withheld related to the release of performance stock units. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 02:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001848228-25-000002 · wk-form4_1740018686.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,943.33 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 |
| January 02, 2025 Filed Jan 6, 2025 21:52 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 8,269 | $33.41 | $276,241.66 |
DisclosureSEC source: 0001823608-25-000002 · wk-form4_1736200361.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,045 F1 · kind: The disposition reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 08/29/2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.16 - $33.79. 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 Form 4 includes 88 shares of common stock, purchased under the Company's Employee Stock Purchase Plan, in Q3 of 2024, and 54 shares of common stock, purchased under the Company's dividend reimbursement plan, in Q4 of 2024. Read SEC document |
| August 24, 2024 Filed Aug 28, 2024 01:54 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 2,371 | $32.48 | $77,010.08 |
DisclosureSEC source: 0001628280-24-038593 · wk-form4_1724810074.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,172 F1 · balance_after: The total reported in Column 5 of this Table I includes 573 shares of Common Stock acquired by the reporting person in Q2 of 2024, through the Employee Stock Purchase Program. Read SEC document |
| May 06, 2024 Filed May 7, 2024 19:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 31,520 | $0.00 Strike: $14.65 | $0.00 |
DisclosureSEC source: 0001823608-24-000123 · wk-form4_1715110706.xml · derivative · entry 4 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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. Read SEC document |
| May 06, 2024 Filed May 7, 2024 19:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 8,994 | $25.47 | $229,077.18 |
DisclosureSEC source: 0001823608-24-000123 · wk-form4_1715110706.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 45,970 F1 · kind: The disposition reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 12/13/2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.63- $25.39. 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 this row of Column 5, Table I, includes 351 shares of Common Stock acquired by the reporting person in Q1 of 2024, through the Employee Stock Purchase Program. Read SEC document |
| May 06, 2024 Filed May 7, 2024 19:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 22,526 | $25.47 | $573,737.22 |
DisclosureSEC source: 0001823608-24-000123 · wk-form4_1715110706.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,964 Read SEC document |
| May 06, 2024 Filed May 7, 2024 19:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 31,520 | $14.65 | $461,768.00 |
DisclosureSEC source: 0001823608-24-000123 · wk-form4_1715110706.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 77,490 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 |
| April 01, 2024 Filed Apr 3, 2024 19:33 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 5,393 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000084 · wk-form4_1712172825.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,619 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, 21,727 unvested restricted stock units, 17,210 shares of common stock, and 1,289 shares purchased under the Employee's Stock Purchase Program. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:33 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 6,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000057 · wk-form4_1709674387.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · SEVP, Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,226 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 6,359 restricted stock units. The total reported in Column 5 includes the 6,359 newly awarded restricted stock units, 15,368 unvested restricted stock units, 17,210 shares of common stock, and 1,289 shares purchased under the Employee's Stock Purchase Program. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 11:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 388 | $24.44 | $9,482.72 |
DisclosureSEC source: 0001823608-24-000046 · wk-form4_1708513767.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,867 F1 · balance_after: The total reported in Column 5 of Table I is composed of 1,290 unvested Restricted Stock Units awarded on February 15, 2022, 10,519 unvested Restricted Stock Units awarded on August 24, 2022, 3,559 unvested Restricted Stock Units awarded on February 15, 2023, 17,210 shares of Common Stock owned outright by the reporting person, and 1,289 shares purchased under the Company's Employee Stock Purchase Program. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 11:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 536 | $24.44 | $13,099.84 |
DisclosureSEC source: 0001823608-24-000046 · wk-form4_1708513767.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,255 Read SEC document |
| February 13, 2024 Filed Feb 16, 2024 00:36 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,000 | $25.63 | $25,630.00 |
DisclosureSEC source: 0001823608-24-000025 · wk-form4_1708043785.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,791 Read SEC document |
| February 13, 2024 Filed Feb 16, 2024 00:36 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 3,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000025 · wk-form4_1708043785.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,791 F1 · shares: Represents performance stock units that vested on February 13, 2024. Read SEC document |
| February 03, 2024 Filed Feb 7, 2024 02:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 444 | $25.63 | $11,379.72 |
DisclosureSEC source: 0001823608-24-000017 · wk-form4_1707272048.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,705 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 Program. Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 01:18 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 944 | $26.94 | $25,431.36 |
DisclosureSEC source: 0001823608-24-000011 · wk-form4_1706577518.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,149 Read SEC document |
| January 25, 2024 Filed Jan 30, 2024 01:18 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000011 · wk-form4_1706577518.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,093 F2 · shares: Represents performance share units that vested on January 25, 2024. Read SEC document |
| December 22, 2023 Filed Jan 30, 2024 01:18 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionRestricted Stocks Units · Derivative | 4,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000011 · wk-form4_1706577518.xml · derivative · entry 4 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,106 Underlying: Common Stock · 4,106 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. F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F4 · derivative.exercise_date: On December 22, 2020, the reporting person was granted 12,316 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: On December 22, 2020, the reporting person was granted 12,316 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| December 22, 2023 Filed Jan 30, 2024 01:18 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,235 | $26.93 | $33,258.55 |
DisclosureSEC source: 0001823608-24-000011 · wk-form4_1706577518.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,428 F1 · shares: Represents securities withheld from the vesting of 4,106 restricted stock units on December 22, 2023. Read SEC document |
| December 12, 2023 Filed Dec 14, 2023 21:39 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 8,599 | $24.00 | $206,376.00 |
DisclosureSEC source: 0001823608-23-000149 · wk-form4_1702589957.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,663 F1 · kind: The disposition reported in this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 03/08/2023. F2 · balance_after: The reporting person has reported prior awards of restricted stock units in Table II of Form 4. The total reported in this Column 5 includes 23,907 restricted stock units previously reported in Table II, 1,289 common stock shares purchased under the Employee Stock Purchase Program and 7,467 shares of common stock owned outright by the reporting person. Read SEC document |
| April 06, 2023 Filed Apr 11, 2023 00:12 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-23-000035 · wf-form4_168117195266228.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Senior Executive VP and CBO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,873 F1 · shares: The displayed amount consists of 2,877 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 and were 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 23:04 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units | 5,337 | $23.42 | $124,992.54 |
DisclosureSEC source: 0001823608-23-000013 · wf-form4_167667506985693.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,996 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 |
| November 15, 2022 Filed Nov 17, 2022 22:56 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 6,961 | $25.32 | $176,235.81 |
DisclosureSEC source: 0001823608-22-000170 · wf-form4_166872576300446.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,855 F1 · kind: The disposition reported in this Form 4 was effected pursuant to a Rule 10B5-1 trading plan adopted by the reporting person on 08/02/2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.66 - $24.95. 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 |
| November 03, 2022 Filed Nov 7, 2022 23:57 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 33,620 | $13.75 Strike: $13.75 | $462,275.00 |
DisclosureSEC source: 0001823608-22-000164 · wf-form4_166786542621350.xml · derivative · entry 5 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,961 Underlying: Common Stock · 33,620 shares Expires 2027-01-01 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.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 |
| November 03, 2022 Filed Nov 7, 2022 23:57 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 1,339 | $25.01 | $33,494.01 |
DisclosureSEC source: 0001823608-22-000164 · wf-form4_166786542621350.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,816 F3 · kind: The disposition reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 08/02/2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.04 - $25.00. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.