person · Reporting owner
Lewis Oliver Edward Jr
Disclosed activity across 2 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Columbia Financial, Inc.CLBK · Entity 30463 | SEVP & Head Commercial Banking | May 01, 2026 | May 05, 2026 |
| Columbia Financial, Inc./MD/CLBK · Entity 2776 | SEVP & Head Commercial Banking | August 26, 2026 | August 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Columbia Financial, Inc.
Report date May 01, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,453 |
Last balance in matching sequence
After 2026-05-01 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-05-01 · Disposition to issuer · Disposed 9,948 · Balance 30,653 F1: Represents the forfeiture of performance-based restricted stock granted to the reporting person on May 1, 2023 that were eligible to vest based on certain performance objectives. On May 1, 2026 the Company determined that, based on the Company's performance over the applicable performance period, 1,990 shares would vest and 9,948 shares would be forfeited. F2: The number of shares held directly includes certain shares that were previously held by Stock Award and that have subsequently vested. Row 2 · 2026-05-01 · Tax withholding · Disposed 1,200 · Balance 29,453 F2: The number of shares held directly includes certain shares that were previously held by Stock Award and that have subsequently vested. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock-Based Deferral Plan | 4,904.8538 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,904.8538 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 7,591 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 7,591 F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy SERP | 3,414 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 3,414 F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy SIM | 681 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 681 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 10,560 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 10,560 F4: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, 25% of which vest in three approximately equal annual installments commencing on March 6, 2025; and the remaining 75% of which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award V | 11,300 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 11,300 F5: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 3, 2028. |
| Common StockSEC Table I · non-derivative | IndirectStock Award VI | 11,772 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 11,772 F6: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 2, 2029. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.00 · Expires 2029-07-23 | Direct | 17,647 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 17,647 F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $17.86 · Expires 2031-03-22 | Direct | 57,026 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 57,026 F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.94 · Expires 2033-05-01 | Direct | 11,579 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 11,579 F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.49 · Expires 2034-03-06 | Direct | 8,518 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 8,518 F8: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 6, 2025. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.23 · Expires 2035-03-03 | Direct | 19,576 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 19,576 F9: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 3, 2026. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $18.28 · Expires 2036-03-02 | Direct | 20,000 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 20,000 F10: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the forfeiture of performance-based restricted stock granted to the reporting person on May 1, 2023 that were eligible to vest based on certain performance objectives. On May 1, 2026 the Company determined that, based on the Company's performance over the applicable performance period, 1,990 shares would vest and 9,948 shares would be forfeited.
F2: The number of shares held directly includes certain shares that were previously held by Stock Award and that have subsequently vested.
F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).
F4: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, 25% of which vest in three approximately equal annual installments commencing on March 6, 2025; and the remaining 75% of which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award.
F5: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 3, 2028.
F6: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 2, 2029.
F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
F8: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 6, 2025.
F9: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 3, 2026.
F10: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 2, 2027.
Columbia Financial, Inc./MD/
Report date August 26, 2026 · Filed August 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Stock-Based Deferral Plan | 10,837.1105 |
Reported balance
After 2026-08-26 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-26 · Grant · Acquired 46.432 · Balance 10,837.1105 F1: Represents phantom stock dividends which are exempt under Rule 16b-3 in connection with the Columbia Bank Stock Based Deferral Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy SIM | 1,503 |
Reported balance
After 2026-08-26 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-26 · Grant · Acquired 6 · Balance 1,503 F2: Represents dividends which are exempt under Rule 16b-3 in connection with the Columbia Bank Savings Income Maintenance Plan. |
| Common StockSEC Table I · non-derivative | Direct | 65,296 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 65,296 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 14,562 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 14,562 F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 16,772 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 16,772 F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy SERP | 7,543 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 7,543 F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 23,231 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 23,231 F4: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, 25% of which vest in three approximately equal annual installments commencing on March 6, 2025; and the remaining 75% of which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award V | 24,860 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 24,860 F5: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 3, 2028. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award VI | 25,898 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 25,898 F6: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 2, 2029. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.73 · Expires 2029-07-23 | Direct | 38,823 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 38,823 F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.12 · Expires 2031-03-22 | Direct | 125,457 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 125,457 F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.25 · Expires 2033-05-01 | Direct | 25,473 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 25,473 F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.50 · Expires 2034-03-06 | Direct | 18,739 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 18,739 F8: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 6, 2025. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.38 · Expires 2035-03-03 | Direct | 43,067 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 43,067 F9: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 3, 2026. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.31 · Expires 2036-03-02 | Direct | 44,000 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 44,000 F10: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents phantom stock dividends which are exempt under Rule 16b-3 in connection with the Columbia Bank Stock Based Deferral Plan.
F2: Represents dividends which are exempt under Rule 16b-3 in connection with the Columbia Bank Savings Income Maintenance Plan.
F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).
F4: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, 25% of which vest in three approximately equal annual installments commencing on March 6, 2025; and the remaining 75% of which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award.
F5: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 3, 2028.
F6: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, which vest upon achievement of certain specified performance-based vesting criteria, which if achieved, such Awards would vest three years after the date of the Award on March 2, 2029.
F7: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
F8: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 6, 2025.
F9: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 3, 2026.
F10: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 2, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 31, 2021 Filed Jan 4, 2022 20:38 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 32.2665 | $20.86 | $673.08 |
DisclosureSEC source: 0001723596-22-000016 · wf-form4_164132867427413.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 772.4511 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 17:05 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 33.9254 | $19.84 | $673.08 |
DisclosureSEC source: 0001723596-21-000309 · wf-form4_164010631175267.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 740.1846 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 18:13 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 34.1839 | $19.69 | $673.08 |
DisclosureSEC source: 0001723596-21-000290 · wf-form4_163890081496866.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 706.2592 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 16:12 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 35.4623 | $18.98 | $673.07 |
DisclosureSEC source: 0001723596-21-000267 · wf-form4_163768393660662.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 672.0753 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| November 05, 2021 Filed Nov 9, 2021 21:17 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 34.3408 | $19.60 | $673.08 |
DisclosureSEC source: 0001723596-21-000256 · wf-form4_163649264157130.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 636.613 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 17:02 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 35.9168 | $18.74 | $673.08 |
DisclosureSEC source: 0001723596-21-000222 · wf-form4_163526774829592.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 602.2722 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| October 08, 2021 Filed Oct 13, 2021 13:26 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 35.7641 | $18.82 | $673.08 |
DisclosureSEC source: 0001723596-21-000214 · wf-form4_163413158297557.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 566.3554 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| September 24, 2021 Filed Sep 28, 2021 18:03 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 36.9216 | $18.23 | $673.08 |
DisclosureSEC source: 0001723596-21-000191 · wf-form4_163285218914726.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 530.5913 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 15:31 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 38.2215 | $17.61 | $673.08 |
DisclosureSEC source: 0001723596-21-000170 · wf-form4_163163347738724.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 493.6697 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 14:40 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 36.9013 | $18.24 | $673.08 |
DisclosureSEC source: 0001723596-21-000161 · wf-form4_163042079878811.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 455.4482 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 14:05 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 36.7201 | $18.33 | $673.08 |
DisclosureSEC source: 0001723596-21-000138 · wf-form4_162920910892248.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 418.5469 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| July 30, 2021 Filed Aug 3, 2021 18:09 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 37.3104 | $18.04 | $673.08 |
DisclosureSEC source: 0001723596-21-000124 · wf-form4_162801415184424.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 381.8268 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| July 23, 2021 Filed Jul 27, 2021 20:47 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | Tax withholdingCommon Stock | 251 | $17.57 | $4,410.07 |
DisclosureSEC source: 0001723596-21-000097 · wf-form4_162741882199532.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 954 F1 · balance_after: The number of shares held directly includes certain shares that were previously held by Stock Award and that have subsequently vested. Read SEC document |
| July 16, 2021 Filed Jul 20, 2021 13:47 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 38.5498 | $17.46 | $673.08 |
DisclosureSEC source: 0001723596-21-000093 · wf-form4_162678885286363.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 344.5164 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| July 02, 2021 Filed Jul 7, 2021 18:01 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 39.2467 | $17.15 | $673.08 |
DisclosureSEC source: 0001723596-21-000079 · wf-form4_162568089220426.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 305.9666 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| June 18, 2021 Filed Jun 22, 2021 17:41 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 41.1167 | $16.37 | $673.08 |
DisclosureSEC source: 0001723596-21-000057 · wf-form4_162438365699175.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 266.7199 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| June 04, 2021 Filed Jun 8, 2021 18:48 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 38.7496 | $17.37 | $673.08 |
DisclosureSEC source: 0001723596-21-000036 · wf-form4_162317809000248.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 225.6032 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| May 21, 2021 Filed May 25, 2021 21:11 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 38.2431 | $17.60 | $673.08 |
DisclosureSEC source: 0001225208-21-008543 · doc4.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 186.8536 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| May 07, 2021 Filed May 11, 2021 20:19 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 37.1457 | $18.12 | $673.08 |
DisclosureSEC source: 0001225208-21-007959 · doc4.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 148.6105 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 17:57 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 36.0707 | $18.66 | $673.08 |
DisclosureSEC source: 0001225208-21-007042 · doc4.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 111.4648 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| April 09, 2021 Filed Apr 13, 2021 23:22 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 37.7287 | $17.84 | $673.08 |
DisclosureSEC source: 0001225208-21-006745 · doc4.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 75.394 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 22:01 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 37.6653 | $17.87 | $673.08 |
DisclosureSEC source: 0001225208-21-006020 · doc4.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 37.6653 F1 · shares: Represents phantom stock purchased, on a non-discretionary basis, by the trustee of the Bank's rabbi trust maintained in connection with the Columbia Bank Stock Based Deferral Plan, a non-qualified stock-based deferral plan. Stock unit interests under the Columbia Bank Stock Based Deferral Plan will be settled in shares of stock upon distribution to the reporting person. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 19:05 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantStock Options (right to buy) · Derivative | 57,026 | $0.00 Strike: $17.86 | $0.00 |
DisclosureSEC source: 0001225208-21-005840 · doc4.xml · derivative · entry 5 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,026 Underlying: Common Stock · 57,026 shares Expires 2031-03-22 F3 · derivative.exercise_date: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 22, 2022. Read SEC document |
| March 22, 2021 Filed Mar 24, 2021 19:05 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23,516 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-005840 · doc4.xml · nonDerivative · entry 1 Lewis Oliver Edward Jr · CIK 0001839477 · EVP & Head Commercial Banking 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 23,516 F1 · ownership.nature: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 22, 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.