Amalgamated Financial (AMAL) EVP receives RSUs, withholds shares for tax

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Form Type

Rhea-AI Filing Summary

Amalgamated Financial Corp. executive Margaret Matilda Lanning, EVP and Chief Risk Executive, reported two stock transactions involving company common stock. These relate to equity compensation and tax withholding, not open-market buying or selling.

One transaction was a tax-withholding disposition of 315 shares at $38.49 per share, covering taxes on a vesting restricted stock unit installment awarded on March 1, 2024. A second transaction reflects a grant of 2,130 restricted stock units on March 1, 2026, which vest in three annual installments starting on the first anniversary of the grant. After these movements, she directly owns a reported 17,356.34 shares, including small amounts acquired through a dividend reinvestment program.

Insider Trade Summary

Net Buyer: 1,815 shares

Net Buy 2 txns

Insider Lanning Margaret Matilda

Role EVP, Chief Risk Executive

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	315	$38.49	$12K
Grant/Award	Common Stock	2,130	$0.00	$0.00

Holdings After Transaction: Common Stock — 17,356.34 shares (Direct)

Footnotes (3)

F1. Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on March 1, 2024.
F2. 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. The total reported in Column 5 includes 29.77 shares acquired through a dividend reinvestment program, assigned to Common Stock, and 1.44 shares acquired through a dividend reinvestment program, assigned to retirement plan stock.

FAQ

What insider transactions did AMAL executive Margaret Lanning report on this Form 4?

Margaret Matilda Lanning reported a tax-withholding disposition of 315 shares of Amalgamated Financial Corp. common stock at $38.49 per share and a grant of 2,130 restricted stock units, both dated March 1, 2026, related to her equity compensation.

Was the AMAL insider transaction by Margaret Lanning a market buy or sell?

The reported AMAL transactions were not open-market buys or sells. They involved 315 shares withheld to cover taxes on vesting restricted stock units and a grant of 2,130 new restricted stock units as part of her compensation package.

How many Amalgamated Financial Corp. shares did Margaret Lanning dispose of for taxes?

Margaret Lanning had 315 shares of Amalgamated Financial Corp. common stock withheld at $38.49 per share. This withholding covered tax obligations tied to a vesting restricted stock unit installment awarded to her on March 1, 2024, according to the disclosure.

What are the terms of Margaret Lanning’s new AMAL restricted stock unit award?

Lanning received 2,130 restricted stock units in Amalgamated Financial Corp. stock on March 1, 2026. The award vests in three equal annual installments starting on the first anniversary of the grant, with each unit representing a contingent right to one share of AMAL stock.

How many AMAL shares does Margaret Lanning own after these Form 4 transactions?

After these transactions, Lanning directly owns a reported 17,356.34 shares of Amalgamated Financial Corp. common stock. This total includes 29.77 shares acquired through a dividend reinvestment program and 1.44 shares similarly acquired and assigned to retirement plan stock.

What role does Margaret Lanning hold at Amalgamated Financial Corp.?

Margaret Matilda Lanning serves as Executive Vice President and Chief Risk Executive at Amalgamated Financial Corp. Her Form 4 filing details stock withheld for taxes and a new restricted stock unit grant related to her executive compensation program at the company.

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Accepted by SEC EDGAR 03/03/2026 - 09:05 PM

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

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 Risk Executive

3. Date of Earliest Transaction (Month/Day/Year)
03/01/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	03/01/2026		F		315⁽¹⁾	D	$38.49	15,226.34	D
Common Stock	03/01/2026		A		2,130⁽²⁾	A	$0	17,356.34⁽³⁾	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Represents the shares withheld related to the vesting of a restricted stock unit installment, awarded to the reporting person on March 1, 2024.

2. 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.

3. The total reported in Column 5 includes 29.77 shares acquired through a dividend reinvestment program, assigned to Common Stock, and 1.44 shares acquired through a dividend reinvestment program, assigned to retirement plan stock.

Remarks:

	/s/Margaret Matilda Lanning	03/03/2026
	** 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.

Source: View Original Filing on SEC EDGAR