Columbia Financial (CLBK) director Sorrentini discloses direct and indirect shareholdings
Rhea-AI Filing Summary
Columbia Financial, Inc./MD/ director Lucy Sorrentini reported her initial ownership of the company’s Common Stock. As of July 20, 2026, she held 32,716 shares directly, plus 16,896 shares held indirectly through a stock-based deferral plan and 6,494 shares held indirectly via a stock award vehicle.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Sorrentini Lucy
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 16,896 shares (Indirect, By Stock-Based Deferral Plan);
Common Stock — 32,716 shares (Direct);
Common Stock — 6,494 shares (Indirect, By Stock Award V)
Key Figures
Directly owned Common Stock: 32,716 shares
Indirect shares via Stock-Based Deferral Plan: 16,896 shares
Indirect shares via Stock Award V: 6,494 shares
3 metrics
Directly owned Common Stock
32,716 shares
Shares of Columbia Financial, Inc./MD/ Common Stock held directly as of 2026-07-20
Indirect shares via Stock-Based Deferral Plan
16,896 shares
Indirect Common Stock ownership by Stock-Based Deferral Plan as of 2026-07-20
Indirect shares via Stock Award V
6,494 shares
Indirect Common Stock ownership by Stock Award V as of 2026-07-20
Key Terms
Form 3, Stock-Based Deferral Plan, indirect ownership, Common Stock
4 terms
Form 3 regulatory
"reported her initial ownership of the company’s Common Stock on Form 3"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
Stock-Based Deferral Plan financial
"held indirectly through a stock-based deferral plan"
indirect ownership financial
"shares held indirectly through a stock-based deferral plan and via a stock award vehicle"
Common Stock financial
"reported her initial ownership of the company’s Common Stock"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
What does the Form 3 filing by Lucy Sorrentini mean for CLBK?
The Form 3 shows Lucy Sorrentini’s initial ownership in Columbia Financial, Inc./MD/ Common Stock, including direct and indirect holdings, as she became a reporting insider of CLBK.
What indirect CLBK holdings did Lucy Sorrentini report?
She reported 16,896 shares held indirectly through a Stock-Based Deferral Plan and 6,494 shares held indirectly via a Stock Award V arrangement in Columbia Financial, Inc./MD/.
Did the CLBK Form 3 show any recent stock purchases or sales?
No. The Form 3 lists holdings only, with no transaction codes indicating purchases or sales of Columbia Financial, Inc./MD/ Common Stock by Lucy Sorrentini.
What role does Lucy Sorrentini have at Columbia Financial, Inc. (CLBK)?
The filing identifies Lucy Sorrentini as a director of Columbia Financial, Inc./MD/, making her an insider required to report her Common Stock ownership on Form 3.
AI-generated analysis. How Rhea-AI works. Not financial advice.
