Welcome to our dedicated page for Columbia Financ SEC filings (Ticker: CLBK), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Columbia Financial, Inc. (NASDAQ: CLBK), the mid-tier holding company for Columbia Bank. Through these filings, investors can review detailed disclosures on the company’s financial condition, results of operations, capital management, and significant corporate events.
Columbia Financial, Inc. uses current reports on Form 8-K to announce material events. Recent 8-K filings have covered quarterly earnings releases, including financial results for periods ended March 31, June 30, and September 30, as well as the year ended December 31. These filings typically reference press releases furnished as exhibits that discuss net interest income, interest expense on deposits and borrowings, provision for credit losses, non-interest income and expense, net interest margin, and overall net income or loss.
Other 8-K filings describe corporate actions and governance matters. For example, the company has filed 8-Ks regarding authorization of a stock repurchase program to acquire up to 1,800,000 shares of common stock, including details on regulatory non-objection, permitted repurchase methods, and program terms. Additional 8-Ks disclose executive officer changes, such as the planned end date of employment for a Senior Executive Vice President and Chief Operating Officer, and the availability of investor presentations outlining operating and growth strategies.
Annual reports on Form 10-K and quarterly reports on Form 10-Q, when accessed alongside these current reports, provide comprehensive information on Columbia Financial, Inc.’s loan portfolio composition, deposit base, funding sources, balance sheet repositioning transactions, asset quality metrics, and risk factors. These filings also describe the company’s structure as a Delaware corporation and majority-owned subsidiary of Columbia Bank, MHC, and its role as the holding company for Columbia Bank, a federally chartered savings bank headquartered in Fair Lawn, New Jersey.
Stock Titan’s platform enhances these filings by delivering real-time updates from the SEC’s EDGAR system and AI-powered summaries that highlight key points from lengthy documents. Users can quickly identify important information in 10-K and 10-Q reports, track material events reported on Form 8-K, and review disclosures related to capital actions such as stock repurchase programs. Insider transaction reports on Form 4, where available, can also be monitored to see reported purchases and sales by directors and executive officers.
By combining Columbia Financial, Inc.’s official SEC filings with AI-generated insights, this page helps readers understand how the company describes its performance, strategy, and risk profile in its own regulatory disclosures.
Thomas J. Kemly, President & CEO and director of Columbia Financial, Inc. (CLBK), reported insider transactions dated 09/19/2025 on a Form 4. The filing shows an acquisition under the Columbia Bank Stock Based Deferral Plan described as 115.2244 units purchased at $15.51 (noted as phantom stock to be settled in shares). The filing lists multiple existing direct and indirect common stock holdings and awards, including a reported post-transaction beneficial ownership amount of 65,670.89 (I). The report also discloses outstanding stock options exercisable into common shares with strike prices and amounts: $15.60 (656,471), $15.94 (37,894), $16.49 (37,168), and $16.23 (94,749). Explanations clarify vesting schedules and that certain awards are performance-based or subject to multi-year vesting.
Columbia Financial, Inc. (CLBK) Form 4 highlights insider transactions by EVP Operations Officer William Jennings. The filing shows a non-derivative acquisition on 09/05/2025 of 49.9666 phantom stock units purchased at $15.01 under the Columbia Bank Stock Based Deferral Plan; those units will be settled in shares upon distribution. The report also discloses existing beneficial holdings across plans: an ESOP holding of 3,116 shares, a SERP holding of 608 shares, and stock awards identified as 7,795 and 7,533 shares tied to performance and time-based vesting. Derivative holdings include stock options for 41,475, 5,715, and 13,051 underlying shares with exercise prices of $21.79, $16.49, and $16.23, respectively; the largest option tranche is fully vested and exercisable.
Insider purchase and holdings summary for Columbia Financial, Inc. (CLBK): On 09/05/2025, Jenifer White (EVP & CHRO) was reported to have acquired 35.489 units of common stock at a price of $15.01 under the Columbia Bank Stock Based Deferral Plan, with settlement to be made in shares upon distribution. The filing lists multiple classes of her current beneficial ownership across plans and awards, including direct holdings and indirect holdings through an ESOP, SERP, SIM and several stock award tranches.
The report also discloses outstanding stock options exercisable into common stock: 5,540 options at $20.54 (exp. 10/31/2032), 6,203 at $15.94 (exp. 05/01/2033), 5,107 at $16.49 (exp. 03/06/2034), and 11,297 at $16.23 (exp. 03/03/2035). The Form 4 was signed by a power of attorney on 09/09/2025.
Holland Noel R., a director of Columbia Financial, Inc. (CLBK), reported transactions on Form 4 dated 09/05/2025. The filing shows the trustee of the Bank's rabbi trust purchased 11.0995 phantom stock units at $15.01 under the Columbia Bank Stock Based Deferral Plan; those units will be settled in shares upon distribution. The report lists multiple holdings: 9,968.4445 shares indirectly held via the deferral plan, 46,280 shares indirectly held in a SEP-IRA, and 3,207 shares indirectly from a stock award. The filer also reported a disposition of 33,519 common shares.
The filer holds fully vested stock options with a $15.60 exercise price exercisable through 07/23/2029 that represent 83,294 underlying common shares held directly. Stock awards granted under the 2019 Equity Incentive Plan will vest on 03/11/2026.
John Klimowich, SEVP & Chief Risk Officer of Columbia Financial, Inc. (CLBK) reported transactions dated 09/05/2025 on a Form 4. The filing shows a non-derivative acquisition on 09/05/2025 of 42.5356 shares at $15.01. The table lists various categories of beneficial ownership following the reported transactions, including 7,807.5331 shares held indirectly and other plan-based and award-based indirect holdings (for example, 60,769, 17,130, 7,620, 7,051, 4,214, 13,781, 12,068, 11,723). Derivative holdings show stock options totaling 229,425 options across four option grants with exercise prices of $15.60, $15.94, $16.49, and $16.23, with expiration dates through 2035.
Randall Elizabeth E., a director of Columbia Financial, Inc. (CLBK), reported transactions on 09/05/2025. The filing shows the non-discretionary purchase of 164.3351 phantom stock units at $15.01 under the Columbia Bank Stock Based Deferral Plan, which are to be settled in shares on distribution. The report lists aggregate beneficial holdings across accounts: 39,934 direct shares, 44,447 indirect via IRA, 6,704 indirect via Roth IRA, 3,207 indirect via a stock award, and 9,510.5511 indirect from the deferral plan following the transaction. The filing also discloses 62,474 fully vested and exercisable stock options with a $15.60 exercise price expiring 07/23/2029.
Columbia Financial, Inc. (CLBK) Form 4 summary: Director Daria Stacy-Walls reported transactions on 09/05/2025 pursuant to the Columbia Bank Stock Based Deferral Plan and prior equity awards. The filing shows 615.7006 stock units acquired at a reported price of $15.01 under the deferral plan (phantom stock to be settled in shares on distribution). Following the reported transactions, the reporting person beneficially owns 25,676.7296 shares indirectly via the plan. The filing also lists 8,048 common shares disposed and 3,207 common shares held indirectly from a stock award that vests on March 11, 2026.
Kemly Thomas J., President & CEO and a director of Columbia Financial, Inc. (CLBK), filed a Form 4 reporting insider transactions dated 09/05/2025. The filing shows an acquisition of 119.0626 common stock units at $15.01 under the Columbia Bank Stock Based Deferral Plan. The report also lists multiple direct and indirect beneficial holdings, including several stock option positions exercisable into common stock: 656,471, 37,894, 37,168, and 94,749 options with strikes of $15.60, $15.94, $16.49 and $16.23 respectively. The form is signed by Dennis E. Gibney, as power of attorney.
Allyson Katz Schlesinger, SEVP & Head of Consumer Banking at Columbia Financial, Inc. (CLBK), reported a Form 4 disclosing transactions and holdings. The filing shows a 09/05/2025 acquisition entry coded A for Common Stock with a notation "22.2932(1) A $15.01" and lists 13,368.6002 shares "I By Stock-Based Deferral Plan."
The report itemizes additional beneficial ownership across multiple plans and awards: 64,281 shares (direct), and indirect holdings through an ESOP, SERP, SIM and several stock awards. It also lists outstanding stock options exercisable into 155,294, 12,632, 9,292, and 21,289 common shares with stated exercise prices and expiration dates.
Lucy Sorrentini, a director of Columbia Financial, Inc. (CLBK), reported transactions on 09/05/2025 related to common stock and stock-based awards. The filing shows an acquisition of 159.1993 phantom stock units under the Columbia Bank Stock Based Deferral Plan at a price of $15.01 per unit; those units will be settled in shares upon distribution and are held indirectly by a rabbi trust. The report also lists 11,664 shares held directly and 3,207 shares held indirectly from stock awards that vest on March 11, 2026. The Form 4 is signed via power of attorney and contains explanatory remarks about the deferral plan and vesting schedule.