Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | Chief Strategy & Admin Officer | September 10, 2026 | September 11, 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 September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,392.6122 |
Reported balance
After 2026-09-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 5,992 · Balance 22,392.6122 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.135 - $47.71. 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. F2: The total reported in Column 5 includes 53.06 and 0.0022 shares of common stock, acquired through a dividend reinvestment program linked to the reporting owner's managed shares, and 2.80 and 2.38 shares of common stock acquired through a dividend reinvestment program linked to the reporting owner's deferred stock units. |
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 $47.135 - $47.71. 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.
F2: The total reported in Column 5 includes 53.06 and 0.0022 shares of common stock, acquired through a dividend reinvestment program linked to the reporting owner's managed shares, and 2.80 and 2.38 shares of common stock acquired through a dividend reinvestment program linked to the reporting owner's deferred stock units.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 5,992 | $47.46 | $284,364.14 |
DisclosureSEC source: 0001823608-26-000189 · wk-form4_1789162260.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,392.6122 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.135 - $47.71. 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. F2 · balance_after: The total reported in Column 5 includes 53.06 and 0.0022 shares of common stock, acquired through a dividend reinvestment program linked to the reporting owner's managed shares, and 2.80 and 2.38 shares of common stock acquired through a dividend reinvestment program linked to the reporting owner's deferred stock units. Read SEC document |
| April 01, 2026 Filed Apr 4, 2026 00:32 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 340 | $39.08 | $13,287.20 |
DisclosureSEC source: 0001823608-26-000080 · wk-form4_1775262766.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,326.37 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on April 1, 2024. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:05 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 3,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-26-000041 · wk-form4_1772589898.xml · nonDerivative · entry 2 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,666.37 F2 · shares: Represents restricted stock units awarded to the reported person on March 1, 2026. The restricted stock units vest in three annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F3 · balance_after: The total reported in Column 5 includes 35.06 shares acquired through a dividend reinvestment program, assigned to Common Stock, and 2.90 shares acquired through a dividend reinvestment program, assigned to retirement plan stock. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:05 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 183 | $38.49 | $7,043.67 |
DisclosureSEC source: 0001823608-26-000041 · wk-form4_1772589898.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,353.37 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on March 1, 2024. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 22:43 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 1,559 | $39.93 | $62,250.87 |
DisclosureSEC source: 0000912282-26-000385 · form4.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,498.41 F1 · shares: Represents the shares withheld related to the vesting of restricted stock unit installments, awarded to the reporting person on February 19, 2025. Read SEC document |
| February 15, 2026 Filed Feb 19, 2026 01:11 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 290 | $41.39 | $12,003.10 |
DisclosureSEC source: 0001823608-26-000020 · wk-form4_1771463476.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,057.41 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023. F2 · balance_after: The total reported in Column 5 includes 119.84 shares of Common Stock, acquired by the reporting owner through a dividend reinvestment program, assigned to Common Stock, and 9.88 outstanding Restricted Stock Units, acquired by the reporting person under a dividend reinvestment program, assigned to deferred Restricted Stock Units Read SEC document |
| April 01, 2025 Filed Apr 4, 2025 01:17 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 338 | $28.70 | $9,700.60 |
DisclosureSEC source: 0002008970-25-000012 · wk-form4_1743729436.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,217.69 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on April 1, 2024. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 00:35 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 670 | $0.00 | $0.00 |
DisclosureSEC source: 0002008970-25-000010 · wk-form4_1741739751.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,555.69 F1 · kind: Represents restricted stock units awarded to the reporting person on March 7, 2025. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · shares: 335 units are deferred under the Executive Retirement Plan in lieu of a portion of the reporting person's annual cash incentive and 335 units are matched under the Executive Retirement Plan, both vesting according to the Plan. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:45 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 183 | $32.45 | $5,938.35 |
DisclosureSEC source: 0002008970-25-000008 · wk-form4_1741139122.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,885.69 F1 · shares: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on March 1, 2024. F2 · balance_after: The total reported in Column 5 of this Form 4 includes 24.71 shares of common stock, acquired by the reporting person under the Company's dividend reimbursement plan, in Q1 of 2025. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 01:00 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 10,549 | $0.00 | $0.00 |
DisclosureSEC source: 0002008970-25-000006 · wk-form4_1740186009.xml · nonDerivative · entry 2 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,043.98 F2 · shares: Represents the restricted stock units awarded to the reporting person on February 19, 2025, in connection with their retention award. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. Read SEC document |
| February 19, 2025 Filed Feb 22, 2025 01:00 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 3,173 | $0.00 | $0.00 |
DisclosureSEC source: 0002008970-25-000006 · wk-form4_1740186009.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,494.98 F1 · shares: Represents restricted stock units awarded to the reported person on February 19, 2025. The restricted stock units vest in three equal annual installments beginning on February 19, 2026. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 02:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 243 | $36.69 | $8,915.67 |
DisclosureSEC source: 0002008970-25-000004 · wk-form4_1740019087.xml · nonDerivative · entry 2 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,321.98 F2 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2023. F3 · balance_after: The total reported in Column 5 of this Form 4 includes 18.98 shares of common stock, purchased under the Company's dividend reimbursement plan, in Q4 of 2024. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 02:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 310 | $36.69 | $11,373.90 |
DisclosureSEC source: 0002008970-25-000004 · wk-form4_1740019087.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,564.98 F1 · acquired: Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 15, 2022. Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 20:33 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 26,300 | $0.00 Strike: $14.65 | $0.00 |
DisclosureSEC source: 0002008970-25-000002 · wk-form4_1739910781.xml · derivative · entry 4 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,300 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 |
| February 13, 2025 Filed Feb 18, 2025 20:33 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 9,782 | $36.14 | $353,521.48 |
DisclosureSEC source: 0002008970-25-000002 · wk-form4_1739910781.xml · nonDerivative · entry 3 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,856 F1 · kind: The disposition reported in this Form 4 was conducted pursuant to a Rule 10b5-1 trading plan, adopted by the reporting person on 11/14/2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.04 - $35.61. 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 |
| February 13, 2025 Filed Feb 18, 2025 20:33 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 16,518 | $35.94 | $593,656.92 |
DisclosureSEC source: 0002008970-25-000002 · wk-form4_1739910781.xml · nonDerivative · entry 2 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 23,638 Read SEC document |
| February 13, 2025 Filed Feb 18, 2025 20:33 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 26,300 | $14.65 | $385,295.00 |
DisclosureSEC source: 0002008970-25-000002 · wk-form4_1739910781.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,156 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 16, 2024 Filed May 20, 2024 20:21 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 28,020 | $0.00 Strike: $13.75 | $0.00 |
DisclosureSEC source: 0001823608-24-000125 · wk-form4_1716236467.xml · derivative · entry 4 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 28,020 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 |
| May 16, 2024 Filed May 20, 2024 20:21 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | SaleCommon Stock | 8,269 | $25.25 | $208,792.25 |
DisclosureSEC source: 0001823608-24-000125 · wk-form4_1716236467.xml · nonDerivative · entry 3 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,856 F1 · kind: The disposition reported in this Form 4 was effectuated pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on 02/16/2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.335 - $25.20. 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 16, 2024 Filed May 20, 2024 20:21 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 19,751 | $25.53 | $504,243.03 |
DisclosureSEC source: 0001823608-24-000125 · wk-form4_1716236467.xml · nonDerivative · entry 2 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,125 Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:21 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 28,020 | $13.75 | $385,275.00 |
DisclosureSEC source: 0001823608-24-000125 · wk-form4_1716236467.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,876 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 |
| April 01, 2024 Filed Apr 3, 2024 19:23 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 3,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000080 · wk-form4_1712172201.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,856 F1 · shares: The restricted stock units vest in three equal annual installments beginning on April 1, 2025. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 3,236 restricted stock units. The total reported in Column 5 includes the 3,236 newly awarded restricted stock units, 4,324 unvested restricted stock units, and 6,296 shares of common stock. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 01:21 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000066 · wk-form4_1709688102.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,620 F1 · shares: The restricted stock units vest in three equal annual installments beginning on March 1, 2025. Each restricted stock unit represents a contingent right to receive one share of AMAL stock. F2 · balance_after: The reported transaction involved the reporting person's receipt of a grant of 1,746 restricted stock units. The total reported in Column 5 includes the 1,746 newly awarded restricted stock units, 2,578 unvested restricted stock units, and 6,296 shares of common stock. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 11:04 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 416 | $24.44 | $10,167.04 |
DisclosureSEC source: 0001823608-24-000041 · wk-form4_1708513490.xml · nonDerivative · entry 2 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,874 F1 · balance_after: The total reported in Column 5 of Table I includes 1,005 unvested Restricted Stock Units awarded on February 15, 2022, 1,573 unvested Restricted Stock Units awarded on February 15, 2023, and 6,296 shares of Common Stock. Read SEC document |
| February 15, 2024 Filed Feb 21, 2024 11:04 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 326 | $24.44 | $7,967.44 |
DisclosureSEC source: 0001823608-24-000041 · wk-form4_1708513490.xml · nonDerivative · entry 1 Romney Edgar Jr · CIK 0002008970 · Chief Strategy & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,290 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.