Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | Director | May 20, 2026 | May 22, 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 May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,467 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,623 · Balance 26,467 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 20:45 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,623 | $40.05 | $65,001.15 |
DisclosureSEC source: 0001823608-26-000149 · wk-form4_1779482755.xml · nonDerivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,467 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 |
| November 01, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 9 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,844 F2 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 2,568 restricted stock units. The restricted stock units vest immediately upon grant, in consideration of the Company's termination of the stock option program and the Director's early exercise of all outstanding and vested stock options on October 30, 2025. Read SEC document |
| October 31, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 8,949 | $27.34 | $244,624.49 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 8 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,276 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.06 - $27.63 . 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 |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,560 | $0.00 Strike: $14.65 | $0.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · derivative · entry 12 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,560 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 |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,020 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · derivative · entry 11 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,020 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. Read SEC document |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,820 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · derivative · entry 10 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,820 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. Read SEC document |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 3,240 | $27.56 | $89,286.30 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 7 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,225 Read SEC document |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 6,560 | $14.65 | $96,104.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 6 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,465 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 |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 3,468 | $27.56 | $95,569.41 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 5 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,905 Read SEC document |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 7,020 | $13.75 | $96,525.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 4 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,373 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 |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 2,381 | $27.56 | $65,614.41 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 3 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,353 Read SEC document |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 4,820 | $12.00 | $57,840.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 2 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,734 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 |
| August 07, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 300 | $27.49 | $8,247.00 |
DisclosureSEC source: 0001848474-25-000007 · wk-form4_1762218365.xml · nonDerivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,914 Read SEC document |
| May 21, 2025 Filed May 23, 2025 22:01 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 4,179 | $31.11 | $130,008.69 |
DisclosureSEC source: 0001628280-25-027674 · wk-form4_1748037665.xml · nonDerivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,214 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. F2 · balance_after: The total reported in Column 5 is comprised of 18,035 shares of common stock, wich includes 300 previously unaccounted for shares, and the 4,179 restricted stock units awarded to the reporting person on 5/21/2025, being reported hereto. Read SEC document |
| May 22, 2024 Filed May 24, 2024 21:00 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000147 · wk-form4_1716584432.xml · nonDerivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,735 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 |
| April 28, 2024 Filed May 1, 2024 00:00 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionRestricted Stocks Units · Derivative | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000117 · wk-form4_1714521620.xml · derivative · entry 2 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,020 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_price: Restricted Stock Units convert into Common Stock on a one-for-one basis. F5 · derivative.exercise_date: On April 28, 2021, the reporting person was granted 3,054 Restricted Stock Units due to vest in three annual installments starting on the first anniversary of the grant date. F5 · derivative.expiration_date: On April 28, 2021, the reporting person was granted 3,054 Restricted Stock Units due to vest in three annual installments starting on the first anniversary of the grant date. Read SEC document |
| April 28, 2024 Filed May 1, 2024 00:00 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 1,020 | $24.60 | $25,092.00 |
DisclosureSEC source: 0001823608-24-000117 · wk-form4_1714521620.xml · nonDerivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,781 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 · shares: Restricted Stock Units convert into Common Stock on a one-for-one basis. F2 · price: The transaction date for the vesting of this Restricted Stock Units installment took place on Sunday, April 28, 2024. The closing price from Friday, April 26, 2024, was utilized for the purpose of this transaction. F3 · balance_after: The total reported in this Column 5 includes 11,322 shares of Common Stock owned outright and 3,439 unvested Restricted Stock Units awarded on May 25, 2023, previously reported under Table I of a Form 4. F4 · balance_after: The prior Form 4 overreported total ownership by 28,152 shares, but total ownership has been corrected in this Form. Read SEC document |
| May 25, 2023 Filed May 31, 2023 01:18 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units | 3,439 | $14.54 | $50,003.06 |
DisclosureSEC source: 0001823608-23-000091 · wf-form4_168549588878011.xml · nonDerivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,913 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 |
| April 28, 2022 Filed May 2, 2022 21:25 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000075 · wf-form4_165152665249678.xml · derivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,747 Underlying: Restricted Stocks Units · 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 20:00 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 5,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001848474-21-000002 · wf-form4_161981280380371.xml · derivative · entry 1 Fox Lynne P. · CIK 0001848474 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,192 Underlying: Common Stock · 5,192 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: 2,138 restricted stock units vest in one annual installment on April 28, 2022. 3,054 restricted stock units vest in three equal annual installments, beginning on April 28, 2022. F2 · derivative.expiration_date: 2,138 restricted stock units vest in one annual installment on April 28, 2022. 3,054 restricted stock units vest in three equal annual installments, beginning on April 28, 2022. 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.