Amalgamated Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:A0B0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Feb 25	Sell€2,109,384	Western States Regional Joint Board, Workers United, Endowment Arm	Company	64,310	€32.91
20 Nov 24	Sell€1,923,077	Workers Union, Endowment Arm	Company	57,607	€33.48
18 Nov 24	Sell€4,617,474	Workers Union, Endowment Arm	Company	135,661	€34.57
13 Nov 24	Sell€5,753,665	Workers Union, Endowment Arm	Company	165,491	€35.20
07 Nov 24	Sell€7,963,484	Workers Union, Endowment Arm	Company	236,253	€35.29
04 Nov 24	Sell€1,658,484	Workers Union, Endowment Arm	Company	55,000	€30.15
04 Nov 24	Sell€1,650,654	Philadelphia Joint Board, Workers United, Endowment Arm	Company	54,208	€30.69
31 Oct 24	Sell€617,182	Rochester Regional Joint Board, Workers United, Endowment Arm	Company	20,055	€30.77
30 Oct 24	Sell€1,135,473	Pennsylvania Joint Board, Workers United, Endowment Arm	Company	36,000	€31.60
30 Oct 24	Sell€1,439,195	Philadelphia Joint Board, Workers United, Endowment Arm	Company	45,792	€31.60
30 Oct 24	Sell€1,439,195	Rochester Regional Joint Board, Workers United, Endowment Arm	Company	45,792	€31.60
11 Sep 24	Sell€975,501	Workers Union, Endowment Arm	Company	35,678	€27.91
11 Sep 24	Sell€3,731,008	Rochester Regional Joint Board, Workers United, Endowment Arm	Company	134,153	€28.21
06 Aug 24	Sell€5,533	Tyrone Graham	Individual	221	€25.04

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of A0B0?
Owner Type	Number of Shares	Ownership Percentage
State or Government	13,000	0.0423%
General Public	301,416	0.982%
Individual Insiders	350,335	1.14%
Institutions	30,032,189	97.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.14% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
31%	Workers Union, Endowment Arm	9,502,312	€239.8m	7.78%	no data
5.47%	BlackRock, Inc.	1,679,568	€42.4m	-52%	no data
3.97%	Dimensional Fund Advisors LP	1,219,094	€30.8m	2.67%	0.01%
3.93%	The Vanguard Group, Inc.	1,206,363	€30.4m	-7.02%	no data
2.74%	State Street Global Advisors, Inc.	842,553	€21.3m	19.5%	no data
2.14%	Macquarie Investment Management Business Trust	656,750	€16.6m	0%	0.02%
1.79%	Adage Capital Management, L.P.	548,065	€13.8m	-23.5%	0.03%
1.7%	Philadelphia Joint Board, Workers United, Endowment Arm	523,022	€13.2m	23.6%	100.0%
1.69%	Rochester Regional Joint Board, Workers United, Endowment Arm	519,133	€13.1m	62.7%	100.0%
1.64%	American Century Investment Management Inc	502,848	€12.7m	3.59%	0.01%
1.57%	Geode Capital Management, LLC	480,846	€12.1m	0.41%	no data
1.56%	Chicago & Midwest Regional Joint Board, Workers United, Endowment Arm	479,567	€12.1m	0%	100.0%
1.47%	First Manhattan Co. LLC	451,878	€11.4m	-1.62%	0.04%
1.44%	Bridgeway Capital Management, LLC	443,336	€11.2m	17%	0.23%
1.27%	Neumeier Poma Investment Counsel LLC	391,195	€9.9m	0%	1.16%
1.22%	Pennsylvania Joint Board, Workers United, Endowment Arm	374,518	€9.5m	10.6%	100.0%
1.18%	JP Morgan Asset Management	363,529	€9.2m	-17%	no data
0.92%	Laundry, Distribution & Food Service Joint Board, Workers United, Endowment Arm	281,583	€7.1m	0%	100.0%
0.86%	Mid-Atlantic Regional Joint Board, Workers United, Endowment Arm	264,939	€6.7m	0%	100.0%
0.81%	Allianz Asset Management GmbH	247,929	€6.3m	11.2%	no data
0.79%	Federated Hermes, Inc.	242,821	€6.1m	5.28%	0.02%
0.79%	Charles Schwab Investment Management, Inc.	242,531	€6.1m	0%	no data
0.77%	Millennium Management LLC	235,683	€5.9m	-11.6%	0.01%
0.74%	Nia Impact Advisors, LLC	228,114	€5.8m	0.73%	2.05%
0.71%	Northern Trust Global Investments	217,443	€5.5m	0.82%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/02 22:39
End of Day Share Price	2025/05/02 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Amalgamated Financial Corp. is covered by 7 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Jason Goldberg	Barclays
Jason Goldberg	Barclays
Steven Alexopoulos	J.P. Morgan