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 |
| FTC Solar, Inc.FTCI · Entity 7353 | Director | June 12, 2025 | June 16, 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.
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 | 11,852 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,623 · Balance 11,852 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.
FTC Solar, Inc.
Report date June 12, 2025 · Filed June 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,045 |
Reported balance
After 2025-06-12 transaction · row 1
1 source rowRow 1 · 2025-06-12 · Grant · Acquired 9,045 · Balance 9,045 F1: Reflects an annual grant of restricted stock units pursuant to the Issuer's 2021 Stock Incentive Plan in consideration of the Reporting Person's service on the board of directors (BOD) of the Issuer, and is subject to vesting upon the earlier of (x) the one year anniversary of grant and (y) the Issuer's 2026 shareholder meeting, subject to continued service on the BOD. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an annual grant of restricted stock units pursuant to the Issuer's 2021 Stock Incentive Plan in consideration of the Reporting Person's service on the board of directors (BOD) of the Issuer, and is subject to vesting upon the earlier of (x) the one year anniversary of grant and (y) the Issuer's 2026 shareholder meeting, subject to continued service on the BOD.
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 20:47 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,623 | $40.05 | $65,001.15 |
DisclosureSEC source: 0001823608-26-000159 · wk-form4_1779482827.xml · nonDerivative · entry 1 Jackson Darrell B. · CIK 0001877880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,852 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 |
| June 12, 2025 Filed Jun 16, 2025 21:00 UTC | FTC Solar, Inc. FTCI · Entity 7353 | GrantCommon Stock | 9,045 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-086823 · ownership.xml · nonDerivative · entry 1 Jackson Darrell B. · CIK 0001877880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,045 F1 · shares: Reflects an annual grant of restricted stock units pursuant to the Issuer's 2021 Stock Incentive Plan in consideration of the Reporting Person's service on the board of directors (BOD) of the Issuer, and is subject to vesting upon the earlier of (x) the one year anniversary of grant and (y) the Issuer's 2026 shareholder meeting, subject to continued service on the BOD. Read SEC document |
| May 21, 2025 Filed May 23, 2025 21:44 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 2,089 | $31.11 | $64,988.79 |
DisclosureSEC source: 0001877880-25-000002 · wk-form4_1748036675.xml · nonDerivative · entry 1 Jackson Darrell B. · CIK 0001877880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,229 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: 0001823608-24-000148 · wk-form4_1716584461.xml · nonDerivative · entry 1 Jackson Darrell B. · CIK 0001877880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,140 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 01:18 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units | 3,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-23-000090 · wf-form4_168549587274769.xml · nonDerivative · entry 1 Jackson Darrell B. · CIK 0001877880 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,186 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 20:27 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000069 · wf-form4_165152322755258.xml · derivative · entry 1 Jackson Darrell B. · CIK 0001877880 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.