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 (CLBK) reported an insider transaction by its President & CEO and Director. On 10/31/2025, the reporting person acquired 121.1613 shares of common stock at $14.75 through the Stock-Based Deferral Plan.
Following the transaction, indirect holdings under the Stock-Based Deferral Plan were 66,042.2359 shares. The reporting person also holds stock options for 656,471 shares (exercise price $15.6, exercisable 07/23/2020, expiring 07/23/2029), and additional grants for 37,894 (at $15.94), 37,168 (at $16.49), and 94,749 (at $16.23) shares with later expirations.
Columbia Financial (CLBK) reported an insider transaction by its SEVP & Head of Consumer Banking. On 10/17/2025, the officer acquired 24.3715 shares of common stock at $13.73 through the company’s Stock-Based Deferral Plan, a non-qualified plan that settles in shares upon distribution.
Following the transaction, the officer held 13,437.0189 shares indirectly via the deferral plan, alongside other reported holdings including 64,281 shares direct and positions via ESOP, SERP, SIM, and performance-based stock awards. The filing also lists stock options outstanding, including 155,294 options at an exercise price of $15.60 expiring on 07/23/2029, plus additional tranches at $15.94, $16.49, and $16.23 with expirations through 2035.
Columbia Financial (CLBK) insider filing: the SEVP & Chief Risk Officer reported an acquisition on 10/17/2025. The filing shows 46.5011 phantom stock units acquired at $13.73 via the Stock-Based Deferral Plan. Following this, the officer reports 7,938.0771 units beneficially owned in the plan.
Other reported holdings include 60,769 shares directly, plus additional interests via 401(k), ESOP, SERP, SIM, and performance-based stock awards. Derivative holdings include stock options for 188,235 shares at $15.60 (fully vested) and other option grants with scheduled vesting.
Columbia Financial (CLBK) reported an insider transaction by its President & CEO (also a Director). On 10/17/2025, the executive acquired 130.1624 common stock units at $13.73 through the Bank’s Stock‑Based Deferral Plan.
Per the plan, these are phantom stock interests that will be settled in shares upon distribution to the reporting person. Following this transaction, 65,921.0746 units were beneficially owned under the deferral plan.
The filing also lists outstanding stock options, including 656,471 options at an exercise price of $15.60 expiring on 07/23/2029, and additional grants of 37,894 at $15.94 (exp. 05/01/2033), 37,168 at $16.49 (exp. 03/06/2034), and 94,749 at $16.23 (exp. 03/03/2035).
Columbia Financial, Inc. filed a current report to notify investors that it has released its financial results for the three and nine months ended September 30, 2025. The company issued a press release on October 20, 2025 describing its operating performance and financial condition for this period.
The press release is attached as Exhibit 99.1 and is treated as information that is “furnished,” not “filed,” which limits certain legal liabilities under the securities laws. No other corporate actions or major transactions are described in this report.
Columbia Financial (CLBK) reported an insider transaction by its EVP, Operations Officer, on 10/10/2025. Two stock awards were disposed of at $0 per share: 7,795 shares and 7,533 shares, each shown as indirect holdings by stock award vehicles, with those award positions reduced to zero after the transactions.
Other reported holdings include 11,754 common shares (direct), 3,116 shares by ESOP (indirect), 608 shares by SERP (indirect), and 3,323.7778 shares via a stock-based deferral plan (indirect). Derivatives reported include stock options for 41,475 shares at $21.79 and 1,905 shares at $16.49, expiring 01/08/2026, noted as fully vested and exercisable.
Columbia Financial, Inc. (CLBK) director Daria Stacy-Walls reported purchases and awards that increased her stake. On 10/03/2025 she was credited with 620.6628 phantom stock units purchased at $14.89 through the Bank's rabbi trust under the Stock Based Deferral Plan; those units will settle in shares when distributed. The filing shows 8,048 shares acquired (direct) and 3,207 shares held indirectly from a stock award that vests on 03/11/2026. After these transactions her total beneficial ownership is reported as 26,297.3924 shares (indirect). The stock award is governed by the 2019 Equity Incentive Plan and the deferral units are non-qualified and non-discretionary.
Columbia Financial, Inc. (CLBK) director Lucy Sorrentini reported stock-based award activity on 10/03/2025. The filing shows a purchase of 160.4822 phantom stock units at a price of $14.89 under the Columbia Bank Stock Based Deferral Plan; those units are held indirectly in a rabbi trust and will be settled in shares upon distribution. After the reported transactions, the reporting person beneficially owns 7,373.456 shares (indirect), plus disclosure of 11,664 shares disposed and 3,207 shares held indirectly from a stock award. Separately, stock awards granted under the 2019 Equity Incentive Plan vest in one year on 03/11/2026. The report is signed under power of attorney and filed on 10/07/2025.
Insider stock changes for Columbia Financial, Inc. (CLBK): An executive, William Justin Jennings (EVP, Operations Officer and Director), reported a non-derivative acquisition on 10/03/2025 of 50.3694 stock units purchased at $14.89 under a rabbi trust tied to the company’s Stock Based Deferral Plan; those units will be settled in shares on distribution. The filing also discloses existing indirect beneficial ownership across several plans: 11,754 shares (unspecified plan), 3,116 via the ESOP, 608 via the SERP, and awards of 7,795 and 7,533 under two stock award schedules. Derivative holdings include fully vested/options exercisable for 41,475, 5,715, and 13,051 common shares with exercise prices of $21.79, $16.49, and $16.23, respectively.
Columbia Financial, Inc. director and President & CEO reported insider activity on 10/03/2025. The filing shows an acquisition (code A) of 120.0222 common stock units at a price of $14.89, recorded as phantom stock purchased under a non-qualified stock-based deferral plan that will settle in shares on distribution. The report lists a beneficial ownership total of 65,790.9122 shares following the transaction (held indirectly), a disposition of 233,808 common shares, and multiple indirect holdings across retirement and deferral plans including a 401(k), ESOP, SERP, SIM and spouse-held shares. The filing also shows sizeable stock option positions exercisable through 2035 with strike prices ranging from $15.60 to $16.49, and notes various time- and performance-based vesting schedules for recent stock awards.