Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | Director | November 14, 2024 | November 18, 2024 |
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 November 14, 2024 · Filed November 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,120 |
Ending reported balance
After 2024-11-14 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-11-14 · Exercise / conversion · Acquired 8,760 · Balance 24,941 Row 2 · 2024-11-14 · Exercise / conversion · Acquired 8,020 · Balance 32,961 Row 3 · 2024-11-14 · Exercise / conversion · Acquired 7,020 · Balance 39,981 Row 4 · 2024-11-14 · Exercise / conversion · Acquired 6,560 · Balance 46,541 Row 5 · 2024-11-14 · Tax withholding · Disposed 10,421 · Balance 36,120 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.00 · Expires 2025-01-01 | Direct | 0 |
Reported balance
After 2024-11-14 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-11-14 · Exercise / conversion · Disposed 8,760 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.00 · Expires 2026-01-01 | Direct | 0 |
Reported balance
After 2024-11-14 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-11-14 · Exercise / conversion · Disposed 8,020 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.75 · Expires 2027-01-01 | Direct | 0 |
Reported balance
After 2024-11-14 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-11-14 · Exercise / conversion · Disposed 7,020 · Balance 0 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.65 · Expires 2028-01-01 | Direct | 0 |
Reported balance
After 2024-11-14 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-11-14 · Exercise / conversion · Disposed 6,560 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| November 14, 2024 Filed Nov 18, 2024 21:31 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: 0001823608-24-000188 · wk-form4_1731965474.xml · derivative · entry 9 ROMASCO ROBERT G · CIK 0001193515 · 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 |
| November 14, 2024 Filed Nov 18, 2024 21:31 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: 0001823608-24-000188 · wk-form4_1731965474.xml · derivative · entry 8 ROMASCO ROBERT G · CIK 0001193515 · 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 |
| November 14, 2024 Filed Nov 18, 2024 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,020 | $0.00 Strike: $12.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000188 · wk-form4_1731965474.xml · derivative · entry 7 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,020 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 |
| November 14, 2024 Filed Nov 18, 2024 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,760 | $0.00 Strike: $11.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000188 · wk-form4_1731965474.xml · derivative · entry 6 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,760 shares Expires 2025-01-01 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 |
| November 14, 2024 Filed Nov 18, 2024 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Tax withholdingCommon Stock | 10,421 | $36.97 | $385,264.37 |
DisclosureSEC source: 0001823608-24-000188 · wk-form4_1731965474.xml · nonDerivative · entry 5 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,120 Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 6,560 | $14.65 | $96,104.00 |
DisclosureSEC source: 0001823608-24-000188 · wk-form4_1731965474.xml · nonDerivative · entry 4 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,541 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 |
| November 14, 2024 Filed Nov 18, 2024 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 7,020 | $13.75 | $96,525.00 |
DisclosureSEC source: 0001823608-24-000188 · wk-form4_1731965474.xml · nonDerivative · entry 3 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,981 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 |
| November 14, 2024 Filed Nov 18, 2024 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 8,020 | $12.00 | $96,240.00 |
DisclosureSEC source: 0001823608-24-000188 · wk-form4_1731965474.xml · nonDerivative · entry 2 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,961 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 |
| November 14, 2024 Filed Nov 18, 2024 21:31 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | Exercise / conversionCommon Stock | 8,760 | $11.00 | $96,360.00 |
DisclosureSEC source: 0001823608-24-000188 · wk-form4_1731965474.xml · nonDerivative · entry 1 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,941 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 22, 2024 Filed May 24, 2024 19:05 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantCommon Stock | 1,954 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-24-000143 · wk-form4_1716577534.xml · nonDerivative · entry 1 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,181 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: 0001823608-23-000089 · wf-form4_168549585781331.xml · nonDerivative · entry 1 ROMASCO ROBERT G · CIK 0001193515 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,587 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 20:38 UTC | Amalgamated Financial Corp. AMAL · Entity 1203 | GrantRestricted Stocks Units · Derivative | 2,747 | $0.00 | $0.00 |
DisclosureSEC source: 0001823608-22-000073 · wf-form4_165152383457124.xml · derivative · entry 1 ROMASCO ROBERT G · CIK 0001193515 · 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: 0001823608-21-000032 · wf-form4_161980977056426.xml · derivative · entry 1 ROMASCO ROBERT G · CIK 0001193515 · 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.