Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Columbia Financial, Inc.CLBK · Entity 30463 | SEVP & Chief Risk Officer | July 10, 2026 | July 14, 2026 |
| Columbia Financial, Inc./MD/CLBK · Entity 2776 | SEVP & Chief Risk Officer | 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 | 9,244.8041 |
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 32.2174 · Balance 9,244.8041 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 | 63,662 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 63,662 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 17,130 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,130 |
| 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 | 7,627 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 7,627 |
| Common StockSEC Table I · non-derivative | IndirectBy SIM | 4,214 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 4,214 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 10,971 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 10,971 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 | 11,723 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 11,723 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 | 11,906 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 11,906 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 | 188,235 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 188,235 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 | 12,030 |
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 12,030 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 | 8,850 |
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 8,850 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 | 20,310 |
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 20,310 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 | 20,227 |
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 20,227 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 | 20,788.4141 |
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 60.0017 · Balance 20,788.4141 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 | 145,056 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 145,056 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 67,975 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 67,975 |
| Common StockSEC Table I · non-derivative | IndirectBy SIM | 9,309 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 9,309 |
| 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 | 16,852 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 16,852 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 24,135 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 24,135 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 | 25,790 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 25,790 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 | 26,193 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 26,193 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 | 414,117 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 414,117 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 | 26,466 |
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 26,466 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 | 19,470 |
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 19,470 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 | 44,682 |
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 44,682 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 | 44,499 |
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 44,499 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 |
|---|---|---|---|---|---|---|
| February 14, 2020 Filed Feb 18, 2020 21:42 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 31.397 | $17.15 | $538.46 |
DisclosureSEC source: 0001225208-20-002646 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 986.8186 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 |
| January 31, 2020 Filed Feb 4, 2020 02:13 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 32.1085 | $16.77 | $538.46 |
DisclosureSEC source: 0001225208-20-001537 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 955.4215 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 |
| January 17, 2020 Filed Jan 21, 2020 18:28 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 39.8738 | $16.88 | $673.07 |
DisclosureSEC source: 0001225208-20-000963 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 923.313 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 |
| January 03, 2020 Filed Jan 7, 2020 19:58 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23.8259 | $16.95 | $403.85 |
DisclosureSEC source: 0001225208-20-000611 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 883.4392 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 20, 2019 Filed Dec 26, 2019 16:10 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 22.3587 | $17.03 | $380.77 |
DisclosureSEC source: 0001225208-19-016063 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 859.6132 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 06, 2019 Filed Dec 10, 2019 19:35 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23.049 | $16.52 | $380.77 |
DisclosureSEC source: 0001225208-19-015522 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 837.2544 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 22, 2019 Filed Nov 26, 2019 14:56 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23.3888 | $16.28 | $380.77 |
DisclosureSEC source: 0001225208-19-014892 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 814.2054 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 08, 2019 Filed Nov 13, 2019 20:18 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23.0072 | $16.55 | $380.77 |
DisclosureSEC source: 0001225208-19-014439 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 790.8166 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 25, 2019 Filed Oct 29, 2019 18:55 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 22.5041 | $16.92 | $380.77 |
DisclosureSEC source: 0001225208-19-013901 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 767.8093 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 11, 2019 Filed Oct 15, 2019 19:37 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.0006 | $15.87 | $380.77 |
DisclosureSEC source: 0001225208-19-013394 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 745.3052 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 27, 2019 Filed Oct 1, 2019 17:37 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.1605 | $15.76 | $380.77 |
DisclosureSEC source: 0001225208-19-012863 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 721.3046 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 13, 2019 Filed Sep 16, 2019 20:16 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.1605 | $15.76 | $380.77 |
DisclosureSEC source: 0001225208-19-012534 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 697.144 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 30, 2019 Filed Sep 4, 2019 19:10 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 25.1167 | $15.16 | $380.77 |
DisclosureSEC source: 0001225208-19-012109 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 672.9835 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 16, 2019 Filed Aug 20, 2019 16:54 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.7092 | $15.41 | $380.77 |
DisclosureSEC source: 0001225208-19-011744 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 647.8667 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 02, 2019 Filed Aug 6, 2019 19:30 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 25.2165 | $15.10 | $380.77 |
DisclosureSEC source: 0001225208-19-010892 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 623.1575 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, 2019 Filed Jul 25, 2019 20:06 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantStock Options (right to buy) · Derivative | 189,125 | $0.00 Strike: $15.60 | $0.00 |
DisclosureSEC source: 0001225208-19-010471 · doc4.xml · derivative · entry 8 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,125 Underlying: Common Stock · 189,125 shares Expires 2029-07-23 F2 · derivative.exercise_date: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in five equal annual installments commencing on July 23, 2020. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 20:06 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 76,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010471 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award Disclosed balance after: 76,923 F1 · ownership.nature: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan, 50% of which vest in five approximately equal annual installments commencing on July 23, 2020; and the remaining 50% 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. Read SEC document |
| July 19, 2019 Filed Jul 23, 2019 18:50 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.5183 | $15.53 | $380.77 |
DisclosureSEC source: 0001225208-19-010418 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 597.9409 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 05, 2019 Filed Jul 9, 2019 13:09 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.8706 | $15.31 | $380.77 |
DisclosureSEC source: 0001225208-19-010117 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 573.4225 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 21, 2019 Filed Jun 25, 2019 17:37 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 25.6756 | $14.83 | $380.77 |
DisclosureSEC source: 0001225208-19-009542 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 548.5519 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 14, 2019 Filed Jun 17, 2019 19:54 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 1,010 | $14.70 | $14,847.00 |
DisclosureSEC source: 0001225208-19-009313 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,324 Read SEC document |
| June 07, 2019 Filed Jun 11, 2019 18:13 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 26.3144 | $14.47 | $380.77 |
DisclosureSEC source: 0001225208-19-009100 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 522.8762 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 24, 2019 Filed May 29, 2019 13:02 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.6453 | $15.45 | $380.77 |
DisclosureSEC source: 0001225208-19-008583 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 496.5618 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 |
| May 10, 2019 Filed May 14, 2019 16:55 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.1605 | $15.76 | $380.77 |
DisclosureSEC source: 0001225208-19-007886 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 471.9165 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 |
| April 26, 2019 Filed Apr 30, 2019 16:29 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.5816 | $15.49 | $380.77 |
DisclosureSEC source: 0001225208-19-007310 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 447.7559 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 |
| April 12, 2019 Filed Apr 16, 2019 15:56 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.471 | $15.56 | $380.77 |
DisclosureSEC source: 0001225208-19-006816 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 423.1743 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 |
| March 29, 2019 Filed Apr 2, 2019 19:21 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.2993 | $15.67 | $380.77 |
DisclosureSEC source: 0001225208-19-006060 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 398.7032 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 |
| March 15, 2019 Filed Mar 18, 2019 20:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23.8279 | $15.98 | $380.77 |
DisclosureSEC source: 0001225208-19-005411 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 374.4039 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 |
| March 06, 2019 Filed Mar 6, 2019 19:02 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 1,550 | $16.05 | $24,877.50 |
DisclosureSEC source: 0001225208-19-004762 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,314 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 00:25 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23.7387 | $16.04 | $380.77 |
DisclosureSEC source: 0001225208-19-004426 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 350.576 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 |
| February 26, 2019 Filed Feb 27, 2019 19:25 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | OtherCommon Stock | 2,821.278 | $15.95 | $44,999.38 |
DisclosureSEC source: 0001225208-19-003837 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 17,143.278 Read SEC document |
| February 15, 2019 Filed Feb 19, 2019 20:35 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 23.8727 | $15.95 | $380.77 |
DisclosureSEC source: 0001225208-19-002879 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 326.8372 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 |
| February 01, 2019 Filed Feb 4, 2019 17:47 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.9195 | $15.28 | $380.77 |
DisclosureSEC source: 0001225208-19-001718 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 302.9645 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 |
| January 18, 2019 Filed Jan 22, 2019 19:49 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 25.3677 | $15.01 | $380.77 |
DisclosureSEC source: 0001225208-19-001070 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 278.045 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 |
| January 04, 2019 Filed Jan 8, 2019 20:55 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 24.6772 | $15.43 | $380.77 |
DisclosureSEC source: 0001225208-19-000715 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 252.6772 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 |
| August 02, 2018 Filed Sep 12, 2018 16:35 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | OtherCommon Stock | 576 | $16.90 | $9,734.40 |
DisclosureSEC source: 0001225208-18-013335 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By SIM Disclosed balance after: 576 Read SEC document |
| May 03, 2018 Filed May 3, 2018 20:06 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 500 | $15.50 | $7,750.00 |
DisclosureSEC source: 0001225208-18-008650 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,764 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 228 | $10.00 | $2,280.00 |
DisclosureSEC source: 0001225208-18-007950 · doc4.xml · nonDerivative · entry 3 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 228 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | OtherCommon Stock | 14,322 | $10.00 | $143,220.00 |
DisclosureSEC source: 0001225208-18-007950 · doc4.xml · nonDerivative · entry 2 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 14,322 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 1,264 | $10.00 | $12,640.00 |
DisclosureSEC source: 0001225208-18-007950 · doc4.xml · nonDerivative · entry 1 Klimowich John · CIK 0001729859 · EVP & Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,264 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.