Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Columbia Financial, Inc.CLBK · Entity 30463 | Director · President & CEO | July 10, 2026 | July 14, 2026 |
| Columbia Financial, Inc./MD/CLBK · Entity 2776 | Director · President & CEO | October 02, 2026 | October 06, 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 July 10, 2026 · Filed July 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Stock-Based Deferral Plan | 69,689.4191 |
Reported balance
After 2026-07-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-07-10 · Grant · Acquired 87.4207 · Balance 69,689.4191 F1: 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. |
| Common StockSEC Table I · non-derivative | Direct | 249,269 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 249,269 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 40,946 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40,946 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 8,689 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 8,689 |
| Common StockSEC Table I · non-derivative | IndirectBy SERP | 35,309 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 35,309 |
| Common StockSEC Table I · non-derivative | IndirectBy SIM | 41,572 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 41,572 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 5,933 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 5,933 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 46,078 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 46,078 F2: 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 IV | 54,690 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 54,690 F3: 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 V | 53,842 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 53,842 F4: 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 $15.60 · Expires 2029-07-23 | Direct | 656,471 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 656,471 F5: 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 | 37,894 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 37,894 F5: 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 | 37,168 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 37,168 F6: 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 | 94,749 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 94,749 F7: 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 | 91,477 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 91,477 F8: 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 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.
F2: 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.
F3: 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.
F4: 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.
F5: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
F6: 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.
F7: 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.
F8: 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 October 02, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Stock-Based Deferral Plan | 154,959.5991 |
Reported balance
After 2026-10-02 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 162.8125 · Balance 154,959.5991 F1: 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. |
| Common StockSEC Table I · non-derivative | Direct | 588,391 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 588,391 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 103,581 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 103,581 |
| Common StockSEC Table I · non-derivative | IndirectBy SIM | 91,850 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 91,850 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 19,198 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 19,198 |
| Common StockSEC Table I · non-derivative | IndirectBy SERP | 78,014 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 78,014 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 13,052 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 13,052 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 101,371 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 101,371 F2: 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 IV | 120,318 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 120,318 F3: 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 V | 118,452 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 118,452 F4: 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 $7.10 · Expires 2029-07-23 | Direct | 1,444,236 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 1,444,236 F5: 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 | 83,366 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 83,366 F5: 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 | 81,769 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 81,769 F6: 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 | 208,447 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 208,447 F7: 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 | 201,249 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 201,249 F8: 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 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.
F2: 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.
F3: 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.
F4: 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.
F5: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
F6: 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.
F7: 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.
F8: 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 |
|---|---|---|---|---|---|---|
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 24,687 | $10.00 | $246,870.00 |
DisclosureSEC source: 0001225208-18-007949 · doc4.xml · nonDerivative · entry 5 Kemly Thomas J. · CIK 0001729897 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 24,687 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 5,933 | $10.00 | $59,330.00 |
DisclosureSEC source: 0001225208-18-007949 · doc4.xml · nonDerivative · entry 4 Kemly Thomas J. · CIK 0001729897 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5,933 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 8,192 | $10.00 | $81,920.00 |
DisclosureSEC source: 0001225208-18-007949 · doc4.xml · nonDerivative · entry 3 Kemly Thomas J. · CIK 0001729897 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son (TJK) Disclosed balance after: 8,192 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 8,433 | $10.00 | $84,330.00 |
DisclosureSEC source: 0001225208-18-007949 · doc4.xml · nonDerivative · entry 2 Kemly Thomas J. · CIK 0001729897 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Son (JRK) Disclosed balance after: 8,433 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 7,755 | $10.00 | $77,550.00 |
DisclosureSEC source: 0001225208-18-007949 · doc4.xml · nonDerivative · entry 1 Kemly Thomas J. · CIK 0001729897 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter (JEK) Disclosed balance after: 7,755 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.