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Amalgamated Financial (AMAL) director Ross Julieta awarded 1,623 stock units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Amalgamated Financial Corp. director Ross Julieta reported receiving an equity grant linked to 1,623 shares of Common Stock on May 20, 2026. Footnotes explain this represents restricted stock units that vest in a single installment on the first anniversary of the grant date, with each unit delivering one AMAL share when it vests.

After the award, Ross Julieta holds a total of 5,693.94 Common Stock shares, including small amounts (9.65, 9.89 and 8.40 shares) previously acquired through a dividend reinvestment program in Q3 2025, Q4 2025 and Q1 2026. This is a compensation-related acquisition rather than an open‑market purchase.

Positive

  • None.

Negative

  • None.
Insider Ross Julieta
Role null
Type Security Shares Price Value
Grant/Award Common Stock 1,623 $40.05 $65K
Holdings After Transaction: Common Stock — 5,693.94 shares (Direct, null)
Footnotes (1)
  1. 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. The total reported in Column 5 includes 9.65, 9.89 and 8.40 shares acquired through a dividend reinvestment program, assigned to the reporting owner's Common Stock, in Q3 2025, Q4 2025 and Q1 2026.
Restricted stock units granted 1,623 units Award dated May 20, 2026
Reported price per share $40.05 per share Value used for 1,623-unit grant
Total shares after transaction 5,693.94 shares Common Stock holdings following award
DRIP shares Q3 2025 9.65 shares Acquired via dividend reinvestment program
DRIP shares Q4 2025 9.89 shares Acquired via dividend reinvestment program
DRIP shares Q1 2026 8.40 shares Acquired via dividend reinvestment program
restricted stock units financial
"Represents restricted stock units awarded to the reporting person on May 20, 2026."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
vest financial
"The restricted stock units vest in one installment on the first anniversary of the grant date."
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
contingent right financial
"Each restricted stock unit represents a contingent right to receive one share of AMAL stock."
dividend reinvestment program financial
"shares acquired through a dividend reinvestment program, assigned to the reporting owner's Common Stock"
A dividend reinvestment program lets investors automatically use cash dividends to buy more shares of the same company instead of taking the money as cash. Think of it like an automatic savings plan that turns small payouts into additional ownership, often including fractional shares, which can speed up compound growth and reduce the need for manual buying decisions — a convenience that can boost long-term returns for shareholders.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Ross Julieta
(Last)(First)(Middle)
275 7TH AVE.
(Street)
NEW YORK NEW YORK 10001
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
Amalgamated Financial Corp. [ AMAL ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/20/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock05/20/2026A1,623(1)A$40.055,693.94(2)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. 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.
2. The total reported in Column 5 includes 9.65, 9.89 and 8.40 shares acquired through a dividend reinvestment program, assigned to the reporting owner's Common Stock, in Q3 2025, Q4 2025 and Q1 2026.
Remarks:
/s/ Julieta Ross05/22/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did Amalgamated Financial (AMAL) director Ross Julieta report on this Form 4?

Ross Julieta reported an equity grant tied to 1,623 shares of Amalgamated Financial Common Stock. The award is in the form of restricted stock units that will convert into shares when vesting conditions are met.

Is the AMAL Form 4 transaction an open-market buy or a stock award?

The Form 4 shows a stock award, not an open-market purchase. Code A and footnotes describe 1,623 restricted stock units granted as compensation, each representing a contingent right to receive one AMAL share upon vesting.

When do the 1,623 Amalgamated Financial restricted stock units vest?

The restricted stock units vest in one installment on the first anniversary of the May 20, 2026 grant date. Once vested, each unit delivers one share of AMAL Common Stock to the reporting person.

How many Amalgamated Financial shares does Ross Julieta hold after this award?

After the reported grant, Ross Julieta holds 5,693.94 shares of Amalgamated Financial Common Stock. This total includes small fractional shares acquired through a dividend reinvestment program in Q3 2025, Q4 2025 and Q1 2026.

What is the reference price for the AMAL restricted stock unit grant?

The Form 4 lists a transaction price of $40.05 per share for the 1,623-share award. This figure typically reflects the market price on the grant date and is used for reporting the value of the equity compensation.

What do the dividend reinvestment program footnotes mean on this AMAL filing?

Footnotes state that 9.65, 9.89 and 8.40 shares were acquired via a dividend reinvestment program in Q3 2025, Q4 2025 and Q1 2026. These fractional shares are included in the 5,693.94 total Common Stock holdings reported.