Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ASA Gold & Precious Metals LtdASA · Entity 8891 | Director | June 17, 2025 | June 18, 2025 |
| Amalgamated Financial Corp.AMAL · Entity 1203 | Director | July 30, 2026 | August 03, 2026 |
| MBIA INCMBI · Entity 6171 | Director | May 15, 2017 | May 17, 2017 |
| Pop Venture FundNONE · Entity 83839 | Director | January 24, 2025 | January 28, 2025 |
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.
ASA Gold & Precious Metals Ltd
Report date June 17, 2025 · Filed June 18, 2025
This filing explicitly reported no securities owned.
Amalgamated Financial Corp.
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,804 |
Reported balance
After 2026-07-30 transaction · row 1
1 source rowRow 1 · 2026-07-30 · Sale · Disposed 2,138 · Balance 17,804 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.29 - 49.70. 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. |
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 $49.29 - 49.70. 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.
MBIA INC
Report date May 15, 2017 · Filed May 17, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,595 |
Reported balance
After 2017-05-15 transaction · row 1
1 source rowRow 1 · 2017-05-15 · Grant · Acquired 12,121 · Balance 69,595 F1: Restricted stock granted on May 15, 2017 at a price of $8.25 per share with 1 year vesting on May 15, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted on May 15, 2017 at a price of $8.25 per share with 1 year vesting on May 15, 2018.
Pop Venture Fund
Report date January 24, 2025 · Filed January 28, 2025
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Aug 3, 2026 18:43 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 2,138 | $49.55 | $105,942.60 |
DisclosureSEC source: 0001823608-26-000180 · wk-form4_1785782623.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,804 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.29 - 49.70. 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 |
| June 10, 2026 Filed Jun 11, 2026 22:25 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 2,089 | $41.39 | $86,463.71 |
DisclosureSEC source: 0001823608-26-000166 · wk-form4_1781216724.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,942 Read SEC document |
| June 10, 2026 Filed Jun 12, 2026 18:48 UTC Amendment | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 2,089 | $43.72 | $91,331.08 |
DisclosureSEC source: 0001823608-26-000168 · wk-form4a_1781290125.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,942 F1 · price: The Company is filing this amendment to correct the sales price of this transaction from $41.39 to $43.72. Read SEC document |
| May 20, 2026 Filed May 22, 2026 20:46 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,623 | $40.05 | $65,001.15 |
DisclosureSEC source: 0001823608-26-000157 · wk-form4_1779482811.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,031 F1 · shares: Represents restricted stock units awarded to the reporting person on May 20, 2026. The restricted stock units vest in one installment 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 |
| May 21, 2025 Filed May 23, 2025 22:01 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,089 | $31.11 | $64,988.79 |
DisclosureSEC source: 0001628280-25-027675 · wk-form4_1748037675.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,408 F1 · shares: Represents restricted stock units awarded to the reporting person on May 21, 2025. The restricted stock units vest in one installment 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 |
| January 28, 2025 Filed Jan 30, 2025 02:07 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 4,403 | $33.77 | $148,701.20 |
DisclosureSEC source: 0001551962-25-000002 · wk-form4_1738202833.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 18,319 F1 · kind: The disposition reported in this Form 4 was done pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 10/29/2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $34.07 - $33.54. 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 22, 2024 Filed May 24, 2024 18:40 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000133 · wk-form4_1716576030.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,722 F1 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 1,954 restricted stock units, which vest in one annual installment on May 22, 2025. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. Read SEC document |
| May 25, 2023 Filed May 31, 2023 01:17 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units | 3,439 | $14.54 | $50,003.06 |
DisclosureSEC source: 0001823608-23-000087 · wf-form4_168549582448805.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,768 F1 · deemedExecutionDate: The restricted stock units vest in one annual installment on May 25, 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 Vested Restricted Stock Unit Shares previously disclosed through a Form 4. Read SEC document |
| May 04, 2023 Filed May 8, 2023 17:12 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | PurchaseCommon Stock | 2,000 | $14.81 | $29,620.00 |
DisclosureSEC source: 0001823608-23-000069 · wf-form4_168356592334203.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,329 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $14.47 - $15.14. 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 purchased at each separate price within the range set forth in footnote (1) to this Form 4. F2 · shares: The displayed amount of Securities Beneficially Owned Following the Reported Transaction includes one annual installment of an RSU Grant awarded April 28, 2023. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:26 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000067 · wf-form4_165152313851162.xml · derivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,747 Underlying: Common Stock · 2,747 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 one annual installment on April 28, 2023. F2 · derivative.expiration_date: The restricted stock units vest in one annual installment on April 28, 2023. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 19:35 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | PurchaseRestrict Stock Units · Derivative | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001430033-21-000005 · primary_doc.xml · derivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,138 Underlying: Common Stock · 2,138 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 one equal installment on April 28, 2022. F2 · derivative.expiration_date: The restricted stock units vest in one equal installment on April 28, 2022. Read SEC document |
| May 15, 2017 Filed May 17, 2017 20:59 UTC | MBIA INC MBI · Entity 6171 | GrantCommon Stock | 12,121 | $8.25 | $99,998.25 |
DisclosureSEC source: 0000899243-17-013533 · doc4.xml · nonDerivative · entry 1 Bruce Maryann · CIK 0001551962 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,595 F1 · shares: Restricted stock granted on May 15, 2017 at a price of $8.25 per share with 1 year vesting on May 15, 2018. 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.