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.
Columbia Financial, Inc. reported a leadership change affecting its senior management team. The company and Matthew Smith, who serves as Senior Executive Vice President and Chief Operating Officer of both Columbia Financial and Columbia Bank, agreed that his last day of employment will be October 5, 2025. This filing does not provide additional details on the circumstances of his departure or any planned replacement, but it confirms that a key operating role at the bank will transition after that date.
Columbia Financial, Inc. disclosed that its Board of Directors authorized a new stock repurchase program to buy up to 1,800,000 shares of common stock, described as approximately 1.7% of currently issued and outstanding shares. The program was adopted after the Federal Reserve Bank of Philadelphia issued a notice of non-objection.
The repurchases may occur over a one-year period through open market or private transactions, including trades under any Rule 10b5-1 plan. The company is not obligated to repurchase any specific number of shares and may suspend or discontinue the program at any time, depending on price, regulatory and corporate requirements, market conditions, and liquidity priorities.
Jennings William Justin, EVP, Operations Officer of Columbia Financial, Inc. (CLBK), reported insider transactions dated 08/22/2025. The filing shows an acquisition of 48.8599 common stock units at $15.35 through the Columbia Bank Stock Based Deferral Plan, described as phantom stock units to be settled in shares upon distribution. The report lists a beneficial ownership figure of 3,175.0859 shares (identified as indirect). The filing also records a disposition of 11,754 shares and multiple indirect holdings from an ESOP (3,116), a SERP (608), and performance/award grants (7,795 and 7,533). Derivative holdings include exercisable stock options totaling 41,475, and additional options of 5,715 and 13,051.
Kemly Thomas J., President & CEO and a director of Columbia Financial, Inc. (CLBK), reported transactions on 08/22/2025. The filing shows an acquisition coded A of 116.4254 units at a price of $15.35 under the Columbia Bank Stock Based Deferral Plan, which will be settled in shares on distribution. The report lists multiple categories of beneficial ownership including units held in a 401(k), ESOP, SERP, SIM, spouse, and several stock awards, totaling indictive owned amounts by category (for example 233,808 shares disposed, and indirect holdings such as 65,436.603 shares by the Stock-Based Deferral Plan). The filer also discloses outstanding stock options at various strike prices ($15.60, $15.94, $16.49, $16.23) with exercise/expiration schedules and sizeable option quantities (for example 656,471 options exercisable at $15.60).
Columbia Financial, Inc. (CLBK) Form 4 summary: On 08/22/2025 Allyson Katz Schlesinger, SEVP & Head of Consumer Banking and a director/officer, is reported as acquiring 21.7993 units under the Columbia Bank Stock Based Deferral Plan at a price of $15.35 per unit. The filing shows various categories of beneficial ownership across plans and awards, including indirect ownership of 13,346.307 shares via the Stock Based Deferral Plan and multiple other holdings reported as ESOP (6,683), SERP (6,459), SIM (4,683), and several stock awards and option pools.
The report also discloses outstanding company stock options exercisable into common stock (totaling 198,507 options across four grants) with exercise prices ranging from $15.60 to $16.49 and various vesting schedules. The form was signed by power of attorney on 08/26/2025.
Columbia Financial, Inc. (CLBK) Form 4 filed for Jenifer White, EVP & CHRO. The filing reports a non-derivative acquisition on 08/22/2025 of 34.7029 phantom stock units under the Columbia Bank Stock Based Deferral Plan at an attributable price of $15.35 per share equivalent, which will be settled in shares upon distribution. The report also discloses various existing direct and indirect holdings: 3,352 shares direct, and multiple indirect holdings through ESOP, SERP, SIM and four named stock awards totaling thousands of shares. Separately, the filing lists outstanding stock options exercisable for a combined 28,147 shares with exercise prices from $15.94 to $20.54 and expirations in 2032–2035.
John Klimowich, listed as SEVP & Chief Risk Officer, reported transactions on 08/22/2025 for Columbia Financial, Inc. (CLBK). The filing shows a purchase of 41.5935 phantom stock units at $15.35 under the Columbia Bank Stock Based Deferral Plan, which are to be settled in shares upon distribution. The report also discloses the reporting person’s beneficial holdings across multiple accounts and awards, including 60,769 shares held directly, and various indirect holdings and stock awards and options such as 188,235 underlying shares from vested options and additional option grants totaling 41,190 underlying shares across later grants. The Form 4 is signed by a power of attorney.
Torres Daria Stacy-Walls, a director of Columbia Financial, Inc. (CLBK), reported transactions dated 08/08/2025. The filing shows an acquisition of 644.9177 phantom stock units purchased by the trustee of the bank's rabbi trust under the Columbia Bank Stock Based Deferral Plan; those stock units will be settled in shares upon distribution. The transaction price is shown as $14.33 per share. The report also records a disposition of 8,048 shares and reflects 3,207 shares reported as indirect ownership from a stock award (Stock Award IV) that vests March 11, 2026. Following the reported activity, the filing lists 25,061.029 shares as beneficially owned. The form is signed by a power of attorney on 08/12/2025.
John Klimowich, SEVP & Chief Risk Officer of Columbia Financial, Inc. (CLBK), reported changes in his beneficial ownership related to both stock awards and option holdings. On 08/08/2025 the Form 4 shows a disposition of 60,769 shares and an acquisition of phantom stock units purchased into the company's rabbi trust under the Columbia Bank Stock Based Deferral Plan that will be settled in shares on distribution.
The filing also details indirect holdings of common stock through retirement and benefit vehicles—17,130 shares via 401(k), 7,620 via ESOP, 7,051 via SERP, 4,214 via SIM—and multiple stock awards (13,781, 12,068, 11,723). Derivative holdings include 188,235 fully vested options (exercise $15.60, exp. 07/23/2029) and additional outstanding options totaling 41,190 with stated vesting schedules and later expirations.
Allyson Katz Schlesinger, SEVP & Head of Consumer Banking of Columbia Financial, Inc. (CLBK), filed a Form 4 reporting changes in her beneficial ownership with an earliest transaction date of 08/08/2025. The filing shows an acquisition of stock-based deferral units purchased through a rabbi trust under the Columbia Bank Stock Based Deferral Plan that will be settled in shares upon distribution. The Form also reports a disposition of 64,281 common shares and lists multiple indirect holdings: 6,683 (ESOP), 6,459 (SERP), 4,683 (SIM), and stock award balances of 14,470, 12,672, and 12,288 for Stock Award II, III and IV respectively. Reported direct option holdings include 155,294, 12,632, 9,292, and 21,289 stock options with stated exercise prices and vesting schedules noted in the filing. The Form is signed by a power of attorney on 08/12/2025.