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 | 20,697 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,623 · Balance 20,697 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 20:46 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,623 | $40.05 | $65,001.15 |
DisclosureSEC source: 0001823608-26-000154 · wk-form4_1779482787.xml · nonDerivative · entry 1 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,697 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 | 2,311 | $0.00 | $0.00 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 8 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,074 F2 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 2,311 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 | 6,697 | $27.34 | $183,106.70 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 7 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,763 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 - $27.635 . 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 | 3,960 | $0.00 Strike: $14.65 | $0.00 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · derivative · entry 11 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,960 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 | 4,220 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · derivative · entry 10 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,220 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: 0001847223-25-000007 · wk-form4_1762218359.xml · derivative · entry 9 Kelly Julie · CIK 0001847223 · 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 | 1,922 | $27.56 | $52,965.52 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 6 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,460 Read SEC document |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 3,960 | $14.65 | $58,014.00 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 5 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,382 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 | 2,048 | $27.56 | $56,437.76 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 4 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,422 Read SEC document |
| October 30, 2025 Filed Nov 4, 2025 01:06 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 4,220 | $13.75 | $58,025.00 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 3 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,470 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 | 2,340 | $27.56 | $64,484.55 |
DisclosureSEC source: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 2 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,250 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: 0001847223-25-000007 · wk-form4_1762218359.xml · nonDerivative · entry 1 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,590 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 21, 2025 Filed May 23, 2025 22:00 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,089 | $31.11 | $64,988.79 |
DisclosureSEC source: 0001628280-25-027670 · wk-form4_1748037626.xml · nonDerivative · entry 1 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,770 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 |
| May 22, 2024 Filed May 24, 2024 21:01 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000149 · wk-form4_1716584484.xml · nonDerivative · entry 1 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,681 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 01:19 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units | 3,439 | $14.54 | $50,003.06 |
DisclosureSEC source: 0001823608-23-000094 · wf-form4_168549595627820.xml · nonDerivative · entry 1 Kelly Julie · CIK 0001847223 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,287 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 20:32 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000070 · wf-form4_165152326549155.xml · derivative · entry 1 Kelly Julie · CIK 0001847223 · 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 19:09 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-21-000030 · wf-form4_161980973843079.xml · derivative · entry 1 Kelly Julie · CIK 0001847223 · 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 annual installment on April 28, 2022. F2 · derivative.expiration_date: The restricted stock units vest in one annual installment 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.