Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Columbia Financial, Inc.CLBK · Entity 30463 | 1st Sr. EVP, CBO | May 01, 2026 | May 05, 2026 |
| Columbia Financial, Inc./MD/CLBK · Entity 2776 | Director · 1st Sr. EVP, CBO | 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 | 161,860 |
Reported balance
After 2026-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-01 · Disposition to issuer · Disposed 11,512 · Balance 161,860 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, 2,302 shares would vest and 11,512 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock-Based Deferral Plan | 1,953.3245 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,953.3245 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 8,689 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 8,689 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 | 11,403 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,403 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 SEP-IRA | 10,000 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 10,000 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 3,000 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 3,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 10,000 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 10,000 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 12,219 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 12,219 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 IV | 13,136 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 13,136 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 V | 31,213 |
Reported balance
Holding disclosure · report date 2026-05-01 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 31,213 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 $15.60 · Expires 2029-07-23 | Direct | 240,000 |
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 240,000 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 | 13,398 |
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 13,398 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 | 9,856 |
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 9,856 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 | 22,757 |
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 22,757 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 | 53,033 |
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 53,033 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, 2,302 shares would vest and 11,512 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 | 4,315.805 |
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 18.491 · Balance 4,315.805 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 | Direct | 376,592 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 376,592 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 11,549 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,549 F2: 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 | 19,198 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 19,198 F2: 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 | 25,194 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 25,194 F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 6,600 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 6,600 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 22,000 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 22,000 |
| Common StockSEC Table I · non-derivative | IndirectBy SEP-IRA | 34,500 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 34,500 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 26,881 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 26,881 F3: This form accounts for a decrease of 1 share from the prior report due to the rounding of fractional shares. 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 IV | 28,899 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 28,899 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 V | 68,668 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 68,668 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 $7.10 · Expires 2029-07-23 | Direct | 528,000 |
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 528,000 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 | 29,475 |
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 29,475 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 | 21,683 |
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 21,683 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 | 50,065 |
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 50,065 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 | 116,672 |
Reported balance
Holding disclosure · report date 2026-08-26 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 116,672 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: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).
F3: This form accounts for a decrease of 1 share from the prior report due to the rounding of fractional shares.
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 |
|---|---|---|---|---|---|---|
| January 04, 2019 Filed Jan 8, 2019 20:55 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 48.8561 | $15.43 | $753.85 |
DisclosureSEC source: 0001225208-19-000712 · doc4.xml · nonDerivative · entry 1 Gibney Dennis E. · CIK 0001729835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 48.8561 F1 · shares: Represents phantom stock purchased 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 30, 2018 Filed Oct 30, 2018 20:18 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 7,000 | $15.20 | $106,400.00 |
DisclosureSEC source: 0001225208-18-014962 · doc4.xml · nonDerivative · entry 1 Gibney Dennis E. · CIK 0001729835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By SEP-IRA Disclosed balance after: 7,000 Read SEC document |
| April 30, 2018 Filed Apr 30, 2018 19:54 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 468 | $15.52 | $7,262.89 |
DisclosureSEC source: 0001225208-18-008227 · doc4.xml · nonDerivative · entry 2 Gibney Dennis E. · CIK 0001729835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 Read SEC document |
| April 30, 2018 Filed Apr 30, 2018 19:54 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 2,532 | $15.52 | $39,296.39 |
DisclosureSEC source: 0001225208-18-008227 · doc4.xml · nonDerivative · entry 1 Gibney Dennis E. · CIK 0001729835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,532 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 10,000 | $10.00 | $100,000.00 |
DisclosureSEC source: 0001225208-18-007945 · doc4.xml · nonDerivative · entry 2 Gibney Dennis E. · CIK 0001729835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 10,000 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 45,000 | $10.00 | $450,000.00 |
DisclosureSEC source: 0001225208-18-007945 · doc4.xml · nonDerivative · entry 1 Gibney Dennis E. · CIK 0001729835 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 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.