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Amalgamated Financial (AMAL) EVP reports RSU tax-withholding of 231 shares

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

Rhea-AI Filing Summary

Amalgamated Financial Corp. executive Margaret Matilda Lanning reported a small share disposition related to equity compensation. On February 19, 2026, 231 shares of common stock were withheld at a price of $39.93 per share to cover tax obligations from a restricted stock unit vesting. After this tax-withholding disposition, she directly holds 15,510.13 shares of common stock. This transaction reflects routine administration of equity awards rather than an open-market sale.

Positive

  • None.

Negative

  • None.

Insights

Routine tax withholding on RSU vesting; no open-market sale.

The filing shows that EVP and Chief Credit Risk Officer Margaret Matilda Lanning had 231 common shares withheld at $39.93 per share. The footnote explains this relates to the vesting of a restricted stock unit installment awarded earlier.

This is coded as a Form 4 "F" transaction, meaning shares were used to satisfy tax liabilities rather than sold in the market. Following the withholding, Lanning’s direct ownership stands at 15,510.13 shares, indicating she continues to hold a meaningful equity stake.

For investors, such tax-withholding dispositions are standard mechanical events tied to stock-based compensation and typically do not signal a change in sentiment, since no discretionary sale into the open market is disclosed here.

SEC Form 4
FORM 4 UNITED 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*
Lanning Margaret Matilda

(Last) (First) (Middle)
275 7TH AVENUE

(Street)
NEW YORK NY 10001

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Amalgamated Financial Corp. [ AMAL ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Chief Credit Risk Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 02/19/2026 F 231(1) D $39.93 15,510.13 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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on February 19, 2025.
Remarks:
/s/ Margaret Matilda Lanning 02/23/2026
** Signature of Reporting Person Date
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.

FAQ

What insider transaction did Amalgamated Financial Corp. (AMAL) report for Margaret Matilda Lanning?

Amalgamated Financial Corp. reported that EVP and Chief Credit Risk Officer Margaret Matilda Lanning had 231 common shares withheld. These shares covered tax obligations arising from a restricted stock unit vesting, rather than representing an open-market sale of stock.

Was the AMAL Form 4 transaction a market sale of shares?

No, the Form 4 shows a tax-withholding disposition, not a market sale. Code "F" indicates shares were withheld to satisfy tax liabilities tied to a restricted stock unit vesting, so no discretionary open-market selling activity is disclosed.

How many Amalgamated Financial (AMAL) shares were withheld and at what price?

The filing reports 231 shares of common stock withheld at a price of $39.93 per share. This withholding was used to pay taxes generated by the vesting of a restricted stock unit installment previously awarded to the executive.

How many AMAL shares does Margaret Matilda Lanning own after this Form 4 transaction?

After the tax-withholding disposition, Margaret Matilda Lanning directly owns 15,510.13 shares of Amalgamated Financial Corp. common stock. This figure reflects her remaining direct holdings following the 231 shares withheld to cover tax obligations on the RSU vesting.

What does transaction code "F" mean in the Amalgamated Financial (AMAL) Form 4?

Transaction code "F" means the insider satisfied an exercise price or tax liability by delivering or withholding securities. In this case, it reflects shares withheld to pay taxes from a restricted stock unit vesting, rather than a voluntary purchase or sale.
Amalgamated Bank.

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