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.
Columbia Financial's SEC filings reveal the operational details behind New Jersey's largest independent community bank. For a financial institution with 48 branches concentrated in a single state, quarterly 10-Q reports and annual 10-K filings provide granular disclosure on net interest margin trends, loan portfolio composition, deposit mix, and credit quality metrics that drive profitability.
Bank holding company filings contain segment breakdowns showing how residential mortgage lending, commercial real estate financing, and consumer banking each contribute to overall performance. Columbia's 10-K details the geographic concentration of its loan portfolio, interest rate risk exposure from fixed-rate mortgages, and capital ratios that determine lending capacity. These disclosures matter because community banks face distinct risks from regional economic downturns and real estate market cycles.
Form 4 insider trading filings track when Columbia executives and directors buy or sell shares, offering perspective on management's confidence in the bank's trajectory. Proxy statements (DEF 14A) disclose executive compensation structures, board composition, and governance policies specific to community banking operations. Our AI summaries highlight key financial metrics embedded in dense accounting footnotes, saving hours of manual analysis.
Whether you're monitoring Columbia's net interest margin sensitivity to rate changes, tracking insider transactions before earnings announcements, or analyzing deposit growth strategies, these filings provide the regulatory transparency required for informed investment decisions. Access comprehensive CLBK filings with AI-powered explanations that simplify complex banking disclosures.
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 options83,294 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.
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.
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