HolderBook

AMALGAMATED FINANCIAL CORP (AMAL)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

6
Reporting holders
$12.0M
Reported value
0.0%
Calls
0.0%
Puts
-190
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$11.9M250,0930.08%8q+22.5%+$2.2M
Farther Finance Advisors, LLC$34.7K7290.00%12q+172.0%+$21.9K
GAMMA Investing LLC$16.4K3440.00%12q+5.2%
CoreCap Advisors, LLC$15.7K3290.00%newNEW
GK Wealth Management LLC$2.9K610.00%newNEW
Versant Capital Management, Inc$1.9K400.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-08Brown Sam D.SEVP, Chief Banking OfficerSold30,000$1.5M
2026-09-10Darby JasonSenior Executive VP and CFOSold19,995$961.8K
2026-09-10Romney Edgar JrChief Strategy & Admin OfficerSold5,992$284.4K
2026-09-15Searby SeanEVP Chief Info. & Ops. OfficerSold3,314$158.2K
2026-09-08Tenner MandyEVP, Chief Legal OfficerSold2,920$142.3K
2026-06-11Darby JasonSenior Executive VP and CFOSold3,000$129.9K ×3

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-09-11Workers United10% ownerSold234,128$11.2M ×2
2026-09-11Western States Regional Joint Board, Workers United10% ownerSold234,128$11.2M ×2
2026-09-14Workers United10% ownerSold228,284$10.9M ×3
2026-09-14Western States Regional Joint Board, Workers United10% ownerSold228,284$10.9M ×3
2026-09-09Workers United10% ownerSold79,649$3.8M
2026-09-09Western States Regional Joint Board, Workers United10% ownerSold79,649$3.8M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20266$12.0M251,5963300.0%
Q2 2026196$848.0M18,607,0113458690.0%
Q1 2026176$698.4M18,100,2092654560.0%
Q4 2025173$578.5M18,062,1402854580.0%
Q3 2025162$504.1M18,565,2721954620.0%
Q2 2025177$601.0M18,984,2771974550.0%
Q1 2025186$540.7M18,801,8182360700.0%
Q4 2024197$612.7M18,308,6453867460.0%
Q3 2024166$566.4M18,043,8062166480.0%
Q2 2024157$461.6M16,807,7141856520.2%
Q1 2024160$413.8M17,243,6493351430.2%
Q4 2023134$426.9M15,820,1072148370.2%
Q3 2023114$265.8M15,436,1061136380.0%
Q2 2023115$256.2M15,876,9051741370.0%
Q1 2023117$284.0M16,046,7611347420.1%
Q4 2022130$364.8M15,837,9841952390.0%
Q3 2022128$339.0M15,016,3213047290.1%
Q2 2022105$226.2M11,443,8562437290.0%
Q1 202285$206.2M11,488,305628260.0%
Q4 202187$194.2M11,588,067734250.0%
Q3 202184$183.4M11,605,375831280.0%
Q2 202189$183.6M11,750,9171331280.0%
Q1 202186$191.8M11,557,26185010.0%
Q4 202088$162.5M11,840,425840280.0%
Q3 202086$125.0M11,822,248830330.0%
Q2 202090$149.3M11,822,5151335300.0%
Q1 202089$128.7M11,895,7951138250.0%
Q4 201992$237.7M12,219,5452341160.0%
Q3 201979$197.3M12,314,2371431160.0%
Q2 201975$222.0M12,719,2491927160.0%
Q1 201966$198.9M12,706,662918210.0%
Q4 201867$250.7M12,868,5742120.0%