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 |
|---|---|---|---|---|---|---|
| November 03, 2022 Filed Nov 7, 2022 23:57 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 25,320 | $24.98 | $632,493.60 |
DisclosureSEC source: 0001823608-22-000164 · wf-form4_166786542621350.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,155 F1 · kind: 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 | Exercise / conversionCommon Stock | 33,620 | $13.75 | $462,275.00 |
DisclosureSEC source: 0001823608-22-000164 · wf-form4_166786542621350.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,475 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: Stock options vested in three equal installments on each of 1/1/2017, 1/1/2018, and 1/1/2019. F2 · balance_after: This number includes 1065 shares purchased under the Company's Employee Stock Purchase Plan. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 20:32 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 15,777.68 | $22.31 | $352,000.04 |
DisclosureSEC source: 0001823608-22-000142 · wf-form4_166154590180159.xml · derivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,738.68 Underlying: Common Stock · 15,777.68 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 |
| July 29, 2022 Filed Aug 1, 2022 19:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 6,180 | $23.02 | $142,263.60 |
DisclosureSEC source: 0001823608-22-000123 · wf-form4_165938272032486.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,675 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 06/06/2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.21 - $23.00. 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 (3) to this Form 4. Read SEC document |
| July 28, 2022 Filed Aug 1, 2022 19:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 938 | $23.02 | $21,592.76 |
DisclosureSEC source: 0001823608-22-000123 · wf-form4_165938272032486.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,855 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 06/06/2022. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.20 - $23.00. 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 |
| May 31, 2022 Filed May 31, 2022 21:04 UTC Amendment | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 12,316 | $19.95 | $245,704.20 |
DisclosureSEC source: 0001823608-22-000103 · wf-form4a_165403106805912.xml · nonDerivative · entry 3 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,731 F2 · kind: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.95 to $20.07. 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 this footnote (5) to this Form 4. Read SEC document |
| May 31, 2022 Filed May 31, 2022 15:36 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 12,316 | $19.95 | $245,704.20 |
DisclosureSEC source: 0001823608-22-000101 · wf-form4_165401139931612.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,932 F1 · kind: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. F2 · price: The price reported in Column 4 for the transaction dated 5/31/2022 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.95 to $20.07. 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 this footnote (2) to this Form 4. Read SEC document |
| May 27, 2022 Filed May 31, 2022 21:04 UTC Amendment | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 5,201 | $19.95 | $103,759.95 |
DisclosureSEC source: 0001823608-22-000103 · wf-form4a_165403106805912.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,047 F3 · security: This Form 4 is being amended to reflect a disposition of 5,201 shares on 5/27/22. In the Form 4 filed earlier today, this transaction was inadvertently omitted. F2 · kind: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.95 to $19.96. 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 this footnote (4) to this Form 4. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:04 UTC Amendment | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 223 | $19.95 | $4,448.85 |
DisclosureSEC source: 0001823608-22-000103 · wf-form4a_165403106805912.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,248 F1 · date: This Form 4 is being amended to correct an error in the transaction date reported for this transaction in the Form 4 filed earlier today. The transaction date was incorrectly noted as 5/25/22. The transaction actually occurred on 5/26/22. F2 · kind: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. Read SEC document |
| May 25, 2022 Filed May 31, 2022 15:36 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 223 | $19.95 | $4,448.85 |
DisclosureSEC source: 0001823608-22-000101 · wf-form4_165401139931612.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,248 F1 · kind: The dispositions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. Read SEC document |
| May 24, 2022 Filed May 26, 2022 16:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 24 | $19.95 | $478.80 |
DisclosureSEC source: 0001848228-22-000002 · wf-form4_165358175696214.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,471 F1 · shares: The disposition reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. Read SEC document |
| May 24, 2022 Filed May 26, 2022 16:16 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 5,440 | $19.95 | $108,528.00 |
DisclosureSEC source: 0001848228-22-000002 · wf-form4_165358175696214.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,495 F1 · shares: The disposition reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. Read SEC document |
| May 18, 2022 Filed May 18, 2022 23:07 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 177 | $19.95 | $3,531.15 |
DisclosureSEC source: 0001823608-22-000099 · wf-form4_165291525706952.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,935 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 3/13/2022. Read SEC document |
| May 17, 2022 Filed May 18, 2022 15:28 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 175 | $19.95 | $3,491.25 |
DisclosureSEC source: 0001823608-22-000097 · wf-form4_165288768111762.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,112 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 3/13/2022. Read SEC document |
| May 11, 2022 Filed May 12, 2022 21:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 38,520 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000090 · wf-form4_165239000941647.xml · derivative · entry 5 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,520 Underlying: Common Stock · 38,520 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. F2 · kind: Option exercise reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. F4 · 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 |
| May 11, 2022 Filed May 12, 2022 21:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 42,000 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000090 · wf-form4_165239000941647.xml · derivative · entry 4 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 Underlying: Common Stock · 42,000 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. F2 · kind: Option exercise reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 3/13/2022. F3 · derivative.exercise_date: Stock options vested in three equal installments on each of 1/1/2016, 1/1/2017, and 1/1/2018. Read SEC document |
| May 11, 2022 Filed May 12, 2022 21:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 56,964 | $19.99 | $1,138,710.36 |
DisclosureSEC source: 0001823608-22-000090 · wf-form4_165239000941647.xml · nonDerivative · entry 2 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,287 Read SEC document |
| May 10, 2022 Filed May 12, 2022 21:14 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 991 | $0.00 Strike: $17.97 | $0.00 |
DisclosureSEC source: 0001823608-22-000090 · wf-form4_165239000941647.xml · derivative · entry 3 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 991 Underlying: Common Stock · 991 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 5/10/2022. The Performance Stock Units vested on 5/10/2022. 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 5/10/2022. The Performance Stock Units vested on 5/10/2022. 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 | 991 | $17.97 | $17,808.27 |
DisclosureSEC source: 0001823608-22-000090 · wf-form4_165239000941647.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,731 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 |
| February 15, 2022 Filed Feb 17, 2022 22:05 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 3,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000033 · wf-form4_164513547746341.xml · derivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,961 Underlying: Common Stock · 3,861 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 22:39 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionPerformance Stock Unit · Derivative | 1,902 | $0.00 Strike: $16.77 | $0.00 |
DisclosureSEC source: 0001823608-22-000022 · wf-form4_164332315268989.xml · derivative · entry 2 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,902 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on January 25, 2022. The Performance Stock Units vested on January 25, 2022. Shares will be delivered within 30 days of vesting. F1 · derivative.expiration_date: The Performance Stock Units were subject to certain performance-based vesting requirements, attainment of which was certified by the Company's Compensation and Human Resources Committee on January 25, 2022. The Performance Stock Units vested on January 25, 2022. Shares will be delivered within 30 days of vesting. Read SEC document |
| January 25, 2022 Filed Jan 27, 2022 22:39 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 1,902 | $16.77 | $31,896.54 |
DisclosureSEC source: 0001823608-22-000022 · wf-form4_164332315268989.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,659 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 19:50 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 341 | $16.41 | $5,595.81 |
DisclosureSEC source: 0001823608-21-000052 · primary_doc.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,547 F1 · shares: This represents shares whitheld for taxes related to the vesting of a restricted stock unit grant on May 17, 2019 which has previously been reported and vests in equal 1/3 annual installments, beginning on May 17, 2020. Read SEC document |
| March 12, 2021 Filed Mar 12, 2021 19:56 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 1,757 | $18.25 | $32,065.25 |
DisclosureSEC source: 0001848228-21-000004 · primary_doc.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 09, 2021 Filed Mar 11, 2021 22:48 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 417 | $18.05 | $7,526.85 |
DisclosureSEC source: 0001849139-21-000005 · primary_doc.xml · nonDerivative · entry 1 Brown Sam D. · CIK 0001848228 · Executive VP 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,757 F1 · shares: This represents shares withheld for taxes related to the vesting of a restricted stock unit grant of 4152 on March 9, 2020 which has previously been reported and vests in equal 1/3 annual installments, beginning on March 9, 2021. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.