Columbia Financial insider reports plan-based share acquisition
Rhea-AI Filing Summary
Columbia Financial (CLBK) reported an insider transaction by its SEVP & Head of Consumer Banking. On 10/17/2025, the officer acquired 24.3715 shares of common stock at $13.73 through the company’s Stock-Based Deferral Plan, a non-qualified plan that settles in shares upon distribution.
Following the transaction, the officer held 13,437.0189 shares indirectly via the deferral plan, alongside other reported holdings including 64,281 shares direct and positions via ESOP, SERP, SIM, and performance-based stock awards. The filing also lists stock options outstanding, including 155,294 options at an exercise price of $15.60 expiring on 07/23/2029, plus additional tranches at $15.94, $16.49, and $16.23 with expirations through 2035.
Positive
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Insights
Routine Form 4 showing small plan-based acquisition.
This filing records a modest acquisition of 24.3715 shares at $13.73 via a stock-based deferral plan on 10/17/2025. Such deferral plans credit phantom stock units that are later settled in shares upon distribution.
The filing also itemizes existing holdings and option grants, notably 155,294 options at $15.60 expiring 07/23/2029, with additional option tranches extending to 2035. Actual market impact depends on future exercises or distributions; the filing lists positions but does not indicate sales.
This is administrative in nature and does not change the company’s outlook on its own.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 24.372 | $13.73 | $334.62 |
| 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 | -- | -- | -- |
Footnotes (1)
- 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. 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. 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. 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. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. 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. 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. 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.
