Columbia Financial CEO adds stock via deferral plan
Columbia Financial, Inc. President & CEO Thomas J. Kemly reported an indirect acquisition of 100.3072 shares of Common Stock on February 6, 2026 at $18.52 per share.
Rhea-AI Filing Summary
Columbia Financial, Inc. President & CEO Thomas J. Kemly reported an indirect acquisition of 100.3072 shares of Common Stock on February 6, 2026 at $18.52 per share. The amount reflects phantom stock purchased on a non-discretionary basis in a stock-based deferral plan.
These stock unit interests in the Columbia Bank Stock Based Deferral Plan will be settled in shares of Columbia Financial stock when distributed to Mr. Kemly. The filing also lists his existing direct and indirect holdings of common stock, 401(k), ESOP, SERP, stock awards, and multiple stock option grants.
Positive
- None.
Negative
- None.
Insider Trade Summary
Grant/Award: 100.3072 shares
Grant/Award
14 txns
Insider
Kemly Thomas J.
Role
President & CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 100.3072 | $18.52 | $2K |
| holding | Stock Options (right to buy) | -- | -- | -- |
| holding | Stock Options (right to buy) | -- | -- | -- |
| holding | Stock Options (right to buy) | -- | -- | -- |
| holding | Stock Options (right to buy) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 66,822.9265 shares (Indirect, By Stock-Based Deferral Plan);
Stock Options (right to buy) — 826,282 contracts (Direct);
Common Stock — 233,808 shares (Direct);
Common Stock — 40,946 shares (Indirect, By 401(k));
Common Stock — 7,620 shares (Indirect, By ESOP);
Common Stock — 32,597 shares (Indirect, By SERP);
Common Stock — 41,572 shares (Indirect, By SIM);
Common Stock — 5,933 shares (Indirect, By Spouse);
Common Stock — 43,411 shares (Indirect, By Stock Award II);
Common Stock — 50,686 shares (Indirect, By Stock Award III);
Common Stock — 54,690 shares (Indirect, By Stock Award IV)
Footnotes (8)
- F1. Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person.
- F2. Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, 25% of which vest in three approximately equal annual installments commencing on May 1, 2024; and the remaining 75% of which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award.
- F3. Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, 25% of which vest in three approximately equal annual installments commencing on March 6, 2025; and the remaining 75% of which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award.
- F4. Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 3, 2028.
- F5. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
- F6. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on May 1, 2024.
- F7. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 6, 2025.
- F8. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 3, 2026.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Columbia Financial (CLBK) report for Thomas J. Kemly?
Columbia Financial reported that President & CEO Thomas J. Kemly indirectly acquired 100.3072 shares of Common Stock on February 6, 2026 at $18.52 per share. The purchase occurred as phantom stock in a stock-based deferral plan, not as an open-market trade.
What stock option holdings does the Columbia Financial (CLBK) CEO report?
Thomas J. Kemly reports multiple stock option grants with exercise prices between $15.60 and $16.49 per share. Following the reported date, he holds 656,471 options from a 2020 grant and additional grants of 37,894, 37,168, and 94,749 options, all reported as directly owned.
What other indirect Columbia Financial (CLBK) equity interests does the CEO hold?
Beyond the stock-based deferral plan, Thomas J. Kemly reports indirect Common Stock holdings through a 401(k) plan, an ESOP, a SERP, interests labeled SIM, shares held by his spouse, and several performance-based Stock Awards II, III, and IV under the 2019 Equity Incentive Plan.
Do the reported Columbia Financial (CLBK) stock awards have performance-based vesting?
Yes. Stock Awards II, III, and IV under Columbia Financial’s 2019 Equity Incentive Plan include performance-based vesting. For Awards II and III, 25% vest in annual installments, while 75% depend on performance criteria. Certain awards vest three years after grant if specified performance conditions are achieved.
Are any Columbia Financial (CLBK) stock options held by the CEO already fully vested?
One significant grant of stock options under the 2019 Equity Incentive Plan is described as fully vested and exercisable. Other option grants vest in three approximately equal annual installments beginning May 1, 2024, March 6, 2025, and March 3, 2026, according to the reported footnotes.
AI-generated analysis. How Rhea-AI works. Not financial advice.
