Columbia Financ SEC Filings

Matthew James Smith, SEVP & COO of Columbia Financial, Inc. (CLBK), reported a disposal of 15,443 common shares on 10/05/2025 via a Form 4 filing. The transaction is recorded as a disposition at a price of $0, and the filing shows 0 shares beneficially owned following the transaction on an indirect basis. The Form 4 was signed by a power of attorney on 10/07/2025.

Columbia Financial, Inc. (CLBK) Form 4 summary: The company's SEVP & Chief Risk Officer reported a transaction dated 10/03/2025 showing an acquisition of 42.8785 stock units at a price of $14.89 under the Stock Based Deferral Plan. The filing lists multiple existing holdings held directly or indirectly, including 60,769 shares reported as disposed, several indirect holdings through retirement and award plans, and large outstanding stock option positions.

The filing also shows fully vested and exercisable options representing 188,235 underlying common shares from a $15.60 strike option series, plus additional option tranches totaling 41,190 shares with strikes between $15.94 and $16.49. The report was signed by a power of attorney on behalf of the reporting person.

Noel R. Holland, a director of Columbia Financial, Inc. (CLBK), reported changes in beneficial ownership dated 10/03/2025. The filing shows an acquisition of 11.1873 stock units purchased through a rabbi trust under the stock-based deferral plan at a price of $14.89. The report also shows a disposition of 33,519 common shares and continued indirect holdings of 46,280 shares in a SEP-IRA plus 3,207 shares held via a stock award that vests on 03/11/2026. The reporting person holds 83,294 exercisable stock options with an exercise price of $15.60 expiring on 07/23/2029.

The filing includes explanations that the acquired units are phantom stock under the Columbia Bank Stock Based Deferral Plan and will be settled in shares on distribution; the stock awards vest in one year and the noted options are fully vested and exercisable.

Jenifer Walden White, EVP & CHRO of Columbia Financial, Inc. (CLBK), reported several insider transactions dated 10/03/2025. She acquired 35.775 phantom stock units under the bank's non‑qualified Stock Based Deferral Plan at a deemed price of $14.89, bringing her total indirect beneficial ownership to 2,845.5536 shares. The filing also shows multiple dispositions of stock awards and award tranches that reduced the reported amounts for those specific award lines to 0 shares.

Table II discloses three fully vested and exercisable stock options: 3,693 options at $20.54, 4,135 at $15.94, and 1,702 at $16.49, each exercisable and expiring on 01/01/2026. The form was signed via power of attorney on 10/07/2025.

John Klimowich, SEVP & Chief Risk Officer of Columbia Financial, Inc. (CLBK), reported a purchase on 09/19/2025 of 41.1644 phantom stock units at $15.51 under the Columbia Bank Stock Based Deferral Plan, which will be settled in shares upon distribution. The filing shows indirect beneficial ownership categories including 7,848.6975 shares held indirectly and several plan-based holdings: 60,769 shares (disposed), 17,130 via 401(k), 7,620 via ESOP, 7,051 via SERP, 4,214 via SIM, and multiple stock awards totaling 39,672 shares across award tranches. Klimowich also holds exercisable stock options totaling 229,425 options across four grants with exercise prices from $15.60 to $16.49.

Form 4 filed for Columbia Financial, Inc. (CLBK) shows Jenifer Walden White, listed as an EVP & CHRO and director, reporting stock and option holdings and an acquisition on 09/19/2025. The filing reports an acquisition of 34.345 phantom stock units at a reported price of $15.51 under the Companys stock-based deferral plan. Following the transaction, the filing lists total beneficial ownership components across direct and indirect holdings, including 3,352 shares direct, multiple indirect holdings via ESOP, SERP, SIM and several stock awards, and 2,809.7786 units reported as indirect beneficial ownership after the acquisition. The report also discloses outstanding stock options exercisable into 5,540, 6,203, 5,107 and 11,297 shares with exercise prices of $20.54, $15.94, $16.49 and $16.23, respectively.

Allyson Katz Schlesinger, SEVP & Head of Consumer Banking at Columbia Financial, Inc. (CLBK), reported transactions on 09/19/2025. The filing shows an acquisition of 21.5744 phantom stock units under the Columbia Bank Stock Based Deferral Plan at a price of $15.51 per share equivalent, which will be settled in shares upon distribution. The form also reports a disposition of 64,281 common shares. The report lists multiple indirect holdings across the reporting person’s benefit plans and awards, and several outstanding stock options with exercise prices from $15.60 to $16.49 and expirations through 2035.

Jennings William Justin, EVP, Operations Officer of Columbia Financial, Inc. (CLBK), reported multiple equity-related transactions and holdings. On 09/19/2025 he acquired 48.3559 phantom stock units under the Bank's rabbi trust for the Stock Based Deferral Plan at a reported price of $15.51, which will be settled in shares upon distribution. The reporting person also discloses existing indirect and direct holdings across plans and awards: 11,754 shares disposed, and beneficial ownership interests including 3,116 shares (ESOP), 608 shares (SERP), and vested and unvested stock awards and options totaling ~80,292 underlying shares/options across several grants and expirations.

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.