According to recent filings covering the 90 days ending December 31, 2025, the three most significant insider holders at Amalgamated Financial are TenPercentOwner Regional Joint Board, Workers United Rochester (7.54Mn shares), Sevp And Chief Banking Officer Sam D. Brown (55.63K shares), Evp And Chief Legal Officer Mandy Tenner (20.85K 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 | 259,885 | 03 Apr, 2025 |
| Ronald W Burkle | 176,642 | 10 Aug, 2022 | |
| Jason Darby | Senior Executive Vp And Cfo | 74,243 | 03 Sep, 2025 |
| Sam D. Brown | Sevp And Chief Banking Officer | 55,627 | 03 Sep, 2025 |
| 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 |
| Andrew Labenne | Sevp & Cfo | 26,254 | 11 Mar, 2021 |
| Sean Searby | Evp Chief Info. & Ops. Officer | 23,329 | 03 Sep, 2025 |
| Lynne P. Fox | 22,214 | 23 May, 2025 | |
| Martin P. Murrell | Sevp & Coo | 21,882 | 12 May, 2022 |
| Mandy Tenner | Evp And Chief Legal Officer | 20,846 | 14 Nov, 2025 |
| 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 | 13,954 | 09 Apr, 2025 |
| Margaret Matilda Lanning | Evp And Chief Credit Risk Officer | 13,230 | 29 Jul, 2025 |
| Joann S Lilek | 12,367 | 23 May, 2025 | |
| Leslie Veluswamy | Evp & Chief Accounting Officer | 11,894 | 04 Mar, 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 |
|---|---|---|---|---|---|---|---|---|
| 13 Nov, 2025 | Mandy Tenner | Common Stock | D | 3,425 | $27.76 | 20,846 | D | S |
| 30 Oct, 2025 | Julie Kelly | Common Stock | A | 4,820 | $12.00 | 21,590 | D | M |
| 30 Oct, 2025 | Edgar Romney | Common Stock | A | 4,820 | $12.00 | 21,590 | D | M |
| 30 Oct, 2025 | Edgar Romney | Common Stock | D | 2,340 | $27.56 | 19,250 | D | F |
| 30 Oct, 2025 | Julie Kelly | Common Stock | D | 2,340 | $27.56 | 19,250 | D | F |
| 30 Oct, 2025 | Edgar Romney | Common Stock | A | 4,220 | $13.75 | 23,470 | D | M |
| 30 Oct, 2025 | Julie Kelly | Common Stock | A | 4,220 | $13.75 | 23,470 | D | M |
| 30 Oct, 2025 | Edgar Romney | Common Stock | D | 2,048 | $27.56 | 21,422 | D | F |
| 30 Oct, 2025 | Julie Kelly | Common Stock | D | 2,048 | $27.56 | 21,422 | D | F |
| 30 Oct, 2025 | Edgar Romney | Common Stock | A | 3,960 | $14.65 | 25,382 | D | M |
| 30 Oct, 2025 | Julie Kelly | Common Stock | A | 3,960 | $14.65 | 25,382 | D | M |
| 30 Oct, 2025 | Edgar Romney | Common Stock | D | 1,922 | $27.56 | 23,460 | D | F |
| 30 Oct, 2025 | Julie Kelly | Common Stock | D | 1,922 | $27.56 | 23,460 | D | F |
| 31 Oct, 2025 | Julie Kelly | Common Stock | D | 6,697 | $27.34 | 16,763 | D | S |
| 31 Oct, 2025 | Edgar Romney | Common Stock | D | 6,697 | $27.34 | 16,763 | D | S |
| 01 Nov, 2025 | Edgar Romney | Common Stock | A | 2,311 | $0.00 | 19,074 | D | A |
| 01 Nov, 2025 | Julie Kelly | Common Stock | A | 2,311 | $0.00 | 19,074 | D | A |
| 01 Sep, 2025 | Jason Darby | Common Stock | A | 16,511 | $0.00 | 74,243 | D | A |
| 01 Sep, 2025 | Mandy Tenner | Common Stock | A | 12,773 | $0.00 | 24,225 | D | A |
| 01 Sep, 2025 | Sean Searby | Common Stock | A | 14,538 | $0.00 | 23,329 | D | A |