Columbia Financial (CLBK) director lists stock and option holdings
Rhea-AI Filing Summary
Columbia Financial, Inc./MD/ director Elizabeth E. Randall reported her initial ownership of company securities. She holds stock options covering 137,442 shares of common stock with an exercise price of $7.10 per share, expiring on July 23, 2029. She also reports direct ownership of 94,910 common shares, plus indirect holdings of 21,984 shares through a stock-based deferral plan, 97,783 shares through an IRA, 14,749 shares through a Roth IRA, and 6,494 shares through a Stock Award V arrangement.
Positive
- None.
Negative
- None.
Insider Trade Summary
6 transactions reported
Mixed
6 txns
Insider
Randall Elizabeth E.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Options (right to buy) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Stock Options (right to buy) — 137,442 shares (Direct);
Common Stock — 21,984 shares (Indirect, By Stock-Based Deferral Plan);
Common Stock — 94,910 shares (Direct);
Common Stock — 97,783 shares (Indirect, By IRA);
Common Stock — 14,749 shares (Indirect, By Roth IRA);
Common Stock — 6,494 shares (Indirect, By Stock Award V)
Key Figures
Option underlying shares: 137,442 shares
Option exercise price: $7.10 per share
Option expiration date: July 23, 2029
+5 more
8 metrics
Option underlying shares
137,442 shares
Stock options (right to buy) for common stock held directly
Option exercise price
$7.10 per share
Exercise price of stock options expiring July 23, 2029
Option expiration date
July 23, 2029
Expiration of stock options on 137,442 underlying shares
Direct common stock holdings
94,910 shares
Common stock held directly by the reporting director
Deferral plan common stock
21,984 shares
Common stock held indirectly by Stock-Based Deferral Plan
IRA common stock
97,783 shares
Common stock held indirectly by IRA
Roth IRA common stock
14,749 shares
Common stock held indirectly by Roth IRA
Stock Award V common stock
6,494 shares
Common stock held indirectly by Stock Award V
Key Terms
Stock Options (right to buy), Stock-Based Deferral Plan, IRA, Roth IRA
4 terms
Stock Options (right to buy) financial
"Security title is listed as Stock Options (right to buy) with an exercise price."
Stock-Based Deferral Plan financial
"Nature of ownership is described as By Stock-Based Deferral Plan for certain shares."
IRA financial
"Nature of ownership notes shares held indirectly By IRA for common stock."
An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.
Roth IRA financial
"Additional indirect holdings are reported as By Roth IRA for common stock."
A Roth IRA is a retirement savings account you fund with money that’s already been taxed, and withdrawals taken in retirement under the account rules are tax-free. It matters to investors because it shifts the tax bill to today instead of retirement, potentially increasing after-tax income later—think of it like paying for a lifetime subscription now so you can use it without extra charges in the future—helpful for long-term tax planning and flexibility.
FAQ
What does Columbia Financial (CLBK) disclose in this Form 3 for Elizabeth E. Randall?
The Form 3 shows director Elizabeth E. Randall reporting her initial ownership, including stock options for 137,442 shares and several direct and indirect common stock positions in different accounts.
How many stock options does Elizabeth E. Randall hold in Columbia Financial (CLBK)?
Elizabeth E. Randall holds stock options on 137,442 shares of Columbia Financial common stock with an exercise price of $7.10 per share and an expiration date of July 23, 2029.
What direct common stock holdings does the CLBK director report?
The director reports 94,910 shares of Columbia Financial common stock held directly. Additional common shares are held indirectly through a deferral plan, IRA, Roth IRA, and a Stock Award V vehicle.
What indirect Columbia Financial (CLBK) holdings are reported through retirement and award accounts?
Indirect holdings include 97,783 shares by IRA, 14,749 shares by Roth IRA, and 6,494 shares by Stock Award V, along with 21,984 shares held through a Stock-Based Deferral Plan.
Does this Columbia Financial (CLBK) Form 3 show any recent insider stock purchases or sales?
The Form 3 lists holdings only as of the reported date, including options and common stock positions. It does not identify specific buy or sell transactions or any change in ownership direction.
AI-generated analysis. How Rhea-AI works. Not financial advice.
