Lanning Margaret Matilda 4

What Happened

• Margaret Matilda Lanning, Executive Vice President and Chief Credit Risk Officer at Amalgamated Financial (AMAL), had 2,145 performance stock units vest and be released on January 20, 2026 (award code A). As part of the release, 789 shares were withheld to cover tax liabilities (disposition code F) at a withholding value of $32.03 per share, totaling approximately $25,272.
• The award represents vested performance stock units (not an open-market purchase). The withholding of shares to satisfy taxes is a routine, administrative disposition rather than an investment sale.

Key Details

• Transaction dates and amounts:
  • 2026-01-20: Award/release of 2,145 shares (performance stock units) — acquisition at $0.00 (vested award).
  • 2026-01-20: Shares withheld for tax/payment — 789 shares disposed at $32.03 each (≈ $25,272).
• Footnotes:
  • F1: Performance stock units vested on Jan 1, 2026 and were approved for release by the Compensation Committee on Jan 20, 2026.
  • F2: The 789 shares represent shares withheld related to the release (tax withholding).
  • F3: Column 5 totals include 55.80 shares acquired via dividend reinvestment assigned to Common Stock and 4.94 RSUs assigned to deferred Restricted Stock Units.
• Shares owned after the transaction: The filing excerpt does not list a total post-transaction holding; see the full Form 4 for the reported Column 5 total.
• Timeliness: Report filed 2026-01-22 for a 2026-01-20 transaction — appears timely (Form 4s are generally due within two business days).

Context

• This was a vesting/release of performance-based equity, not an open-market purchase or a voluntary sale. The withholding of shares to cover taxes is a standard administrative step (net settlement) and is common when awards are released.
• For retail investors: such vesting events reflect compensation realization by an insider but do not necessarily indicate a deliberate buy/sell decision about the company’s near-term prospects.