Columbia Financial (CLBK) SEVP Allyson Katz Schlesinger purchases 50,000 shares at $10
Rhea-AI Filing Summary
Columbia Financial, Inc. executive Allyson Katz Schlesinger, SEVP & Head of Consumer Banking, purchased a total of 50,000 shares of Common Stock of CLBK on July 20, 2026 at $10.00 per share, split between 44,400 directly held shares and 5,600 shares acquired through a 401(k) plan. Following these transactions, she directly holds 192,490 Common shares and also has various indirect Common Stock holdings through stock-based deferral, SERP, ESOP, SIM, and stock award vehicles, as well as multiple outstanding stock option positions with exercise prices between $7.10 and $8.31.
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Negative
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Insights
Analyzing...
Insider Trade Summary
Net Buyer: 50,000 shares
Net Buy
14 txns
Insider
Schlesinger Allyson Katz
Role
SEVP&Head of Consumer Banking
Bought
50,000 shs ($500K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 44,400 | $10.00 | $444K |
| Purchase | Common Stock | 5,600 | $10.00 | $56K |
| holding | Stock Options (right to buy) F4 | -- | -- | -- |
| holding | Stock Options (right to buy) F4 | -- | -- | -- |
| holding | Stock Options (right to buy) F5 | -- | -- | -- |
| holding | Stock Options (right to buy) F6 | -- | -- | -- |
| holding | Stock Options (right to buy) F7 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock F1 | -- | -- | -- |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock F3 | -- | -- | -- |
Holdings After Transaction:
Common Stock — 192,490 shares (Direct);
Common Stock — 5,600 shares (Indirect, By 401(k));
Stock Options (right to buy) — 483,713 shares (Direct);
Common Stock — 29,794 shares (Indirect, By Stock-Based Deferral Plan);
Common Stock — 15,686 shares (Indirect, By SERP);
Common Stock — 17,056 shares (Indirect, By ESOP);
Common Stock — 10,302 shares (Indirect, By SIM);
Common Stock — 25,344 shares (Indirect, By Stock Award III);
Common Stock — 27,033 shares (Indirect, By Stock Award IV);
Common Stock — 27,662 shares (Indirect, By Stock Award V)
Footnotes (7)
- F1. 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.
- F2. 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.
- F3. 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 2, 2029.
- F4. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
- F5. 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.
- F6. 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.
- F7. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 2, 2027.
Key Figures
Shares purchased (direct): 44,400 shares
Shares purchased via 401(k): 5,600 shares
Total net shares bought: 50,000 shares
+4 more
7 metrics
Shares purchased (direct)
44,400 shares
Common Stock bought on July 20, 2026 at $10.00 per share, direct ownership
Shares purchased via 401(k)
5,600 shares
Common Stock bought on July 20, 2026 at $10.00 per share, indirect by 401(k)
Total net shares bought
50,000 shares
Net buy reported in transaction summary for July 20, 2026
Purchase price
$10.00 per share
Price for Common Stock purchases on July 20, 2026
Direct Common Stock holdings
192,490 shares
Directly held CLBK Common Stock after reported transactions
Largest option underlying shares
341,646 shares
Underlying Common Stock for options at $7.10, expiring July 23, 2029
Option exercise price range
$7.10–$8.31
Exercise prices for reported stock options (right to buy) on CLBK
Key Terms
Stock Options (right to buy), 401(k), SERP, ESOP, +2 more
6 terms
Stock Options (right to buy) financial
"security_title: Stock Options (right to buy) with underlying Common Stock"
401(k) financial
"nature_of_ownership: By 401(k) for indirect Common Stock holdings"
A 401(k) is a type of retirement savings plan offered by employers that allows workers to set aside a portion of their paycheck before taxes are taken out. The money saved in a 401(k) can grow over time through investments, helping individuals build funds for their future retirement. It matters to investors because it provides a tax-advantaged way to save and invest for long-term financial security.
SERP financial
"nature_of_ownership: By SERP for certain indirect Common Stock holdings"
A Supplemental Executive Retirement Plan (SERP) is a company-funded benefit that promises extra retirement pay to selected senior executives beyond regular pension or savings plans. Think of it as a bespoke top-up savings account the employer guarantees for key leaders; it matters to investors because SERPs create future financial obligations, influence executive retention and pay incentives, and can signal how a company prioritizes management costs versus shareholder returns.
ESOP financial
"nature_of_ownership: By ESOP for certain indirect Common Stock holdings"
An Employee Stock Ownership Plan (ESOP) is a program that gives employees ownership shares in their company, often as part of their benefits package. It acts like a company-sponsored savings plan, allowing workers to have a stake in the company's success, which can boost motivation and loyalty. For investors, ESOPs can influence company decisions and stock value, making them an important aspect of corporate ownership and governance.
Stock-Based Deferral Plan financial
"nature_of_ownership: By Stock-Based Deferral Plan for indirect shares"
2019 Equity Incentive Plan financial
"Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan"
FAQ
What did CLBK executive Allyson Katz Schlesinger buy in this Form 4 filing?
Allyson Katz Schlesinger purchased 50,000 shares of Columbia Financial (CLBK) Common Stock on July 20, 2026, at $10.00 per share, through a combination of direct ownership and a 401(k) plan acquisition.
What indirect CLBK holdings does Allyson Katz Schlesinger report in this Form 4?
She reports indirect holdings of CLBK Common Stock through a 401(k), a Stock-Based Deferral Plan, SERP, ESOP, SIM, and multiple performance-based Stock Award vehicles, each with its own reported share balance.
What stock option positions for CLBK does Allyson Katz Schlesinger have?
She reports stock options (right to buy) CLBK Common Stock with exercise prices from $7.10 to $8.31, expiring between 2029 and 2036, covering underlying share amounts listed for each option grant.
What role does Allyson Katz Schlesinger hold at Columbia Financial (CLBK)?
The reporting person, Allyson Katz Schlesinger, is identified as an officer of Columbia Financial, Inc., serving as SEVP & Head of Consumer Banking, and she filed this Form 4 in that capacity.
AI-generated analysis. How Rhea-AI works. Not financial advice.
