Data spanning the past 90 days through February 10, 2026 reveals that Amalgamated Financial's three principal insider shareholders consist of TenPercentOwner Financial Corp. Amalgamated (8.01Mn shares), TenPercentOwner Regional Joint Board, Workers United Rochester (7.54Mn shares), TenPercentOwner States Regional Joint Board, Workers United Western (7.12Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Financial Corp. Amalgamated | 8,013,682 | 24 Nov, 2023 | |
| Regional Joint Board, Workers United Rochester | 7,544,575 | 07 Nov, 2024 | |
| States Regional Joint Board, Workers United Western | 7,121,506 | 05 Feb, 2025 | |
| United Workers | 7,121,506 | 05 Feb, 2025 | |
| United Canada Council Workers | 384,980 | 11 Sep, 2024 | |
| Priscilla Brown | President & Ceo | 277,432 | 22 Jan, 2026 |
| Ronald W Burkle | 176,642 | 10 Aug, 2022 | |
| Jason Darby | Senior Executive Vp And Cfo | 77,260 | 22 Jan, 2026 |
| Sam D. Brown | Sevp And Chief Banking Officer | 53,232 | 22 Jan, 2026 |
| John Mcdonagh | 46,087 | 30 May, 2023 | |
| Robert G Romasco | 36,120 | 18 Nov, 2024 | |
| Edgar Jr Romney | Chief Strategy & Admin Officer | 27,218 | 03 Apr, 2025 |
| Sean Searby | Evp Chief Info. & Ops. Officer | 24,720 | 22 Jan, 2026 |
| Mandy Tenner | Evp And Chief Legal Officer | 22,245 | 22 Jan, 2026 |
| Lynne P. Fox | 22,214 | 23 May, 2025 | |
| Martin P. Murrell | Sevp & Coo | 21,882 | 12 May, 2022 |
| Maryann Bruce | 20,408 | 23 May, 2025 | |
| Julie Kelly | 19,074 | 03 Nov, 2025 | |
| Edgar Romney | 19,074 | 03 Nov, 2025 | |
| Finser Mark | 18,610 | 23 May, 2025 | |
| Tyrone Graham | Evp And Chief Hr Officer | 15,138 | 22 Jan, 2026 |
| Margaret Matilda Lanning | Evp And Chief Credit Risk Officer | 14,647 | 22 Jan, 2026 |
| Leslie Veluswamy | Evp & Chief Accounting Officer | 13,210 | 22 Jan, 2026 |
| Joann S Lilek | 12,367 | 23 May, 2025 | |
| Darrell B. Jackson | 10,229 | 23 May, 2025 | |
| Keith Mestrich | 8,561 | 08 Apr, 2021 | |
| Deborah Silodor | Executive Vp And General Counsel | 7,582 | 27 Jan, 2022 |
| Meredith Miller | 7,482 | 23 May, 2025 | |
| Sherry Williams | Evp And Chief Risk Officer | 5,018 | 12 May, 2022 |
| Ina Narula | Evp And Chief Risk Officer | 4,813 | 04 Mar, 2025 |
| Adrian Glace | Svp And Chief Technology Officer | 4,140 | 04 Mar, 2025 |
| Julieta Ross | 4,043 | 23 May, 2025 | |
| Scott Stoll | 4,043 | 23 May, 2025 | |
| Pappas J Mark | Executive Vp | 3,563 | 27 Jan, 2022 |
| Royce A. Wells | 1,858 | 01 Jul, 2025 | |
| Steven Saloutos | 1,858 | 01 Jul, 2025 | |
| Arthur Prusan | Executive Vp | 37 | 26 Aug, 2021 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 21 Jan, 2026 | Sam D. Brown | Common Stock | D | 5,151 | $35.50 | 53,232 | D | S |
| 20 Jan, 2026 | Leslie Veluswamy | Common Stock | A | 2,049 | $0.00 | 13,943 | D | A |
| 20 Jan, 2026 | Leslie Veluswamy | Common Stock | D | 733 | $32.03 | 13,210 | D | F |
| 20 Jan, 2026 | Jason Darby | Common Stock | A | 4,724 | $0.00 | 79,002 | D | A |
| 20 Jan, 2026 | Jason Darby | Common Stock | D | 1,742 | $32.03 | 77,260 | D | F |
| 20 Jan, 2026 | Sam D. Brown | Common Stock | A | 4,004 | $0.00 | 59,907 | D | A |
| 20 Jan, 2026 | Sam D. Brown | Common Stock | D | 1,524 | $32.03 | 58,383 | D | F |
| 20 Jan, 2026 | Sean Searby | Common Stock | A | 2,190 | $0.00 | 25,528 | D | A |
| 20 Jan, 2026 | Sean Searby | Common Stock | D | 808 | $32.03 | 24,720 | D | F |
| 20 Jan, 2026 | Priscilla Brown | Common Stock | A | 20,816 | $0.00 | 284,164 | D | A |
| 20 Jan, 2026 | Priscilla Brown | Common Stock | D | 6,732 | $32.03 | 277,432 | D | F |
| 20 Jan, 2026 | Mandy Tenner | Common Stock | D | 771 | $32.03 | 22,245 | D | F |
| 20 Jan, 2026 | Mandy Tenner | Common Stock | A | 2,114 | $0.00 | 23,016 | D | A |
| 20 Jan, 2026 | Margaret Matilda Lanning | Common Stock | A | 2,145 | $0.00 | 15,436 | D | A |
| 20 Jan, 2026 | Margaret Matilda Lanning | Common Stock | D | 789 | $32.03 | 14,647 | D | F |
| 20 Jan, 2026 | Tyrone Graham | Common Stock | D | 646 | $32.02 | 15,138 | D | F |
| 20 Jan, 2026 | Tyrone Graham | Common Stock | A | 1,761 | $0.00 | 15,784 | D | A |
| 13 Nov, 2025 | Mandy Tenner | Common Stock | D | 3,425 | $27.76 | 20,846 | D | S |
| 01 Nov, 2025 | Julie Kelly | Common Stock | A | 2,311 | $0.00 | 19,074 | D | A |
| 01 Nov, 2025 | Edgar Romney | Common Stock | A | 2,311 | $0.00 | 19,074 | D | A |