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person · Reporting owner

Schlesinger Allyson Katz

Disclosed activity across 2 companies

Tapewire entity
18744
SEC CIK
0001752640

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Columbia Financial, Inc.CLBK · Entity 30463SEVP&Head of Consumer BankingMay 01, 2026May 05, 2026
Columbia Financial, Inc./MD/CLBK · Entity 2776SEVP&Head of Consumer BankingAugust 26, 2026August 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect67,314 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 rows

Row 1 · 2026-05-01 · Disposition to issuer · Disposed 10,852 · Balance 68,623

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, 2,171 shares would vest and 10,852 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 1,309 · Balance 67,314

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-derivativeIndirectBy Stock-Based Deferral Plan13,543.3661 Reported balance Holding disclosure · report date 2026-05-01 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 13,543.3661

Common StockSEC Table I · non-derivativeIndirectBy ESOP7,753 Reported balance Holding disclosure · report date 2026-05-01 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 7,753

F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).

Common StockSEC Table I · non-derivativeIndirectBy SERP7,130 Reported balance Holding disclosure · report date 2026-05-01 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 7,130

F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).

Common StockSEC Table I · non-derivativeIndirectBy SIM4,683 Reported balance Holding disclosure · report date 2026-05-01 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 4,683

Common StockSEC Table I · non-derivativeIndirectBy Stock Award III11,520 Reported balance Holding disclosure · report date 2026-05-01 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 11,520

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-derivativeIndirectBy Stock Award IV12,288 Reported balance Holding disclosure · report date 2026-05-01 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 12,288

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-derivativeIndirectBy Stock Award V12,574 Reported balance Holding disclosure · report date 2026-05-01 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 12,574

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 2029-07-23Direct155,294 Reported balance Holding disclosure · report date 2026-05-01 · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · Balance 155,294

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 2033-05-01Direct12,632 Reported balance Holding disclosure · report date 2026-05-01 · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · Balance 12,632

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 2034-03-06Direct9,292 Reported balance Holding disclosure · report date 2026-05-01 · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · Balance 9,292

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 2035-03-03Direct21,289 Reported balance Holding disclosure · report date 2026-05-01 · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · Balance 21,289

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 2036-03-02Direct21,364 Reported balance Holding disclosure · report date 2026-05-01 · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · Balance 21,364

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, 2,171 shares would vest and 10,852 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Stock-Based Deferral Plan29,923.612 Reported balance After 2026-08-26 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-08-26 · Grant · Acquired 128.207 · Balance 29,923.612

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-derivativeIndirectBy SIM10,347 Reported balance After 2026-08-26 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2026-08-26 · Grant · Acquired 44 · Balance 10,347

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-derivativeDirect192,490 Reported balance Holding disclosure · report date 2026-08-26 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 192,490

Common StockSEC Table I · non-derivativeIndirectBy 401(k)5,623 Reported balance Holding disclosure · report date 2026-08-26 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 5,623

F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).

Common StockSEC Table I · non-derivativeIndirectBy ESOP17,129 Reported balance Holding disclosure · report date 2026-08-26 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 17,129

F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).

Common StockSEC Table I · non-derivativeIndirectBy SERP15,753 Reported balance Holding disclosure · report date 2026-08-26 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 15,753

F3: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c).

Common StockSEC Table I · non-derivativeIndirectBy Stock Award III25,343 Reported balance Holding disclosure · report date 2026-08-26 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 25,343

F4: This form accounts for a decrease of 1 share from the prior report due to the rounding of fractional shares.

F5: 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-derivativeIndirectBy Stock Award IV27,033 Reported balance Holding disclosure · report date 2026-08-26 · row 8 Holding and transaction disclosures are not merged.
1 source row

Row 8 · Balance 27,033

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 3, 2028.

Common StockSEC Table I · non-derivativeIndirectBy Stock Award V27,662 Reported balance Holding disclosure · report date 2026-08-26 · row 9 Holding and transaction disclosures are not merged.
1 source row

Row 9 · Balance 27,662

F7: 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 2029-07-23Direct341,646 Reported balance Holding disclosure · report date 2026-08-26 · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 10 · Balance 341,646

F8: 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 2033-05-01Direct27,790 Reported balance Holding disclosure · report date 2026-08-26 · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 11 · Balance 27,790

F8: 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 2034-03-06Direct20,442 Reported balance Holding disclosure · report date 2026-08-26 · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 12 · Balance 20,442

F9: 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 2035-03-03Direct46,835 Reported balance Holding disclosure · report date 2026-08-26 · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 13 · Balance 46,835

F10: 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 2036-03-02Direct47,000 Reported balance Holding disclosure · report date 2026-08-26 · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 14 · Balance 47,000

F11: 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: This form accounts for a decrease of 1 share from the prior report due to the rounding of fractional shares.

F5: 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.

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 3, 2028.

F7: 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.

F8: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.

F9: 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.

F10: 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.

F11: 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 26, 2024 Filed Jul 30, 2024 19:50 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 17.5682 $18.39 $323.08
Disclosure

SEC source: 0001723596-24-000319 · wk-form4_1722369016.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · SEVP&Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,752.1016

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, 2024 Filed Jul 25, 2024 21:08 UTC Columbia Financial, Inc. CLBK · Entity 30463 Tax withholdingCommon Stock 2,174 $17.71 $38,501.54
Disclosure

SEC source: 0001723596-24-000301 · wk-form4_1721941711.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · SEVP&Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,607

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 12, 2024 Filed Jul 16, 2024 17:07 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 20.6837 $15.62 $323.08
Disclosure

SEC source: 0001723596-24-000285 · wk-form4_1721149614.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · SEVP&Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,734.5334

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 28, 2024 Filed Jul 2, 2024 18:54 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 21.5818 $14.97 $323.08
Disclosure

SEC source: 0001723596-24-000276 · wk-form4_1719946470.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · SEVP&Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,713.8497

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, 2024 Filed Jun 18, 2024 19:00 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 23.1599 $13.95 $323.08
Disclosure

SEC source: 0001723596-24-000260 · wk-form4_1718737244.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · SEVP&Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,692.2679

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 31, 2024 Filed Jun 4, 2024 18:33 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 22.2814 $14.50 $323.08
Disclosure

SEC source: 0001723596-24-000249 · wk-form4_1717525984.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,669.108

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 17, 2024 Filed May 21, 2024 14:54 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 20.0546 $16.11 $323.08
Disclosure

SEC source: 0001723596-24-000223 · wk-form4_1716303239.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,646.8266

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 03, 2024 Filed May 7, 2024 17:19 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 20.5391 $15.73 $323.08
Disclosure

SEC source: 0001723596-24-000212 · wk-form4_1715102352.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,626.772

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 01, 2024 Filed May 3, 2024 16:59 UTC Columbia Financial, Inc. CLBK · Entity 30463 Tax withholdingCommon Stock 496 $14.73 $7,306.08
Disclosure

SEC source: 0001723596-24-000198 · wk-form4_1714755571.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,434

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
April 19, 2024 Filed Apr 23, 2024 20:33 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 19.3345 $16.71 $323.08
Disclosure

SEC source: 0001723596-24-000180 · wk-form4_1713904404.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,606.2329

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 05, 2024 Filed Apr 9, 2024 19:59 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 19.4275 $16.63 $323.08
Disclosure

SEC source: 0001723596-24-000166 · wk-form4_1712692777.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,586.8984

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, 2024 Filed Mar 26, 2024 21:06 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 19.7241 $16.38 $323.08
Disclosure

SEC source: 0001723596-24-000153 · wk-form4_1711487165.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,567.4709

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 15, 2024 Filed Mar 20, 2024 20:12 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 349.6045 $15.93 $5,569.20
Disclosure

SEC source: 0001723596-24-000139 · wk-form4_1710965565.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,547.7468

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 08, 2024 Filed Mar 12, 2024 21:11 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 19.5451 $16.53 $323.08
Disclosure

SEC source: 0001723596-24-000127 · wk-form4_1710277899.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,198.1423

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 06, 2024 Filed Mar 8, 2024 22:07 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantStock Options (right to buy) · Derivative 9,292 $0.00 Strike: $16.49 $0.00
Disclosure

SEC source: 0001723596-24-000102 · wk-form4_1709935649.xml · derivative · entry 9

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,292

Underlying: Common Stock · 9,292 shares

Expires 2034-03-06

F4 · 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 6, 2025.

Read SEC document
March 06, 2024 Filed Mar 8, 2024 22:07 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 13,824 $0.00 $0.00
Disclosure

SEC source: 0001723596-24-000102 · wk-form4_1709935649.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock Award III

Disclosed balance after: 13,824

F1 · ownership.nature: 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.

Read SEC document
February 23, 2024 Filed Feb 27, 2024 21:35 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 19.2081 $16.82 $323.08
Disclosure

SEC source: 0001723596-24-000067 · wk-form4_1709069740.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,178.5972

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
February 09, 2024 Filed Feb 13, 2024 16:41 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 18.6644 $17.31 $323.08
Disclosure

SEC source: 0001723596-24-000059 · wk-form4_1707842474.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,159.3891

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 26, 2024 Filed Jan 30, 2024 15:07 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 16.7833 $19.25 $323.08
Disclosure

SEC source: 0001723596-24-000043 · wk-form4_1706627227.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,140.7247

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 12, 2024 Filed Jan 17, 2024 18:12 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 17.314 $18.66 $323.08
Disclosure

SEC source: 0001723596-24-000029 · wk-form4_1705515119.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,123.9414

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 02, 2024 Filed Jan 4, 2024 20:31 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 83.2675 $19.40 $1,615.39
Disclosure

SEC source: 0001723596-24-000014 · wk-form4_1704400266.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,106.6274

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 15, 2023 Filed Dec 19, 2023 20:49 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 84.3986 $19.14 $1,615.39
Disclosure

SEC source: 0001723596-23-000550 · wk-form4_1703018954.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 12,023.3599

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 01, 2023 Filed Dec 5, 2023 21:48 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 93.4291 $17.29 $1,615.39
Disclosure

SEC source: 0001723596-23-000533 · wk-form4_1701812917.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,938.9613

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 17, 2023 Filed Nov 21, 2023 21:45 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 91.6793 $17.62 $1,615.39
Disclosure

SEC source: 0001723596-23-000518 · wk-form4_1700603087.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,845.5322

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 03, 2023 Filed Nov 7, 2023 17:18 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 95.1909 $16.97 $1,615.39
Disclosure

SEC source: 0001723596-23-000498 · wk-form4_1699377525.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,753.8529

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 20, 2023 Filed Oct 24, 2023 18:54 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 103.617 $15.59 $1,615.39
Disclosure

SEC source: 0001723596-23-000470 · wk-form4_1698173677.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,658.662

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 06, 2023 Filed Oct 10, 2023 19:06 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 100.3348 $16.10 $1,615.39
Disclosure

SEC source: 0001723596-23-000462 · wk-form4_1696964789.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,555.045

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 22, 2023 Filed Sep 26, 2023 20:56 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 104.2187 $15.50 $1,615.39
Disclosure

SEC source: 0001723596-23-000447 · wk-form4_1695761794.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,454.7102

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 08, 2023 Filed Sep 12, 2023 16:56 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 97.0787 $16.64 $1,615.39
Disclosure

SEC source: 0001723596-23-000417 · wk-form4_1694537760.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,350.4915

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 25, 2023 Filed Aug 29, 2023 20:30 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 96.3837 $16.76 $1,615.39
Disclosure

SEC source: 0001723596-23-000415 · wk-form4_1693340994.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,253.4128

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 11, 2023 Filed Aug 15, 2023 18:09 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 90.4474 $17.86 $1,615.39
Disclosure

SEC source: 0001723596-23-000397 · wk-form4_1692122975.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,157.0291

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 28, 2023 Filed Aug 1, 2023 14:21 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 91.8879 $17.58 $1,615.39
Disclosure

SEC source: 0001723596-23-000378 · wk-form4_1690899710.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 11,066.5817

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, 2023 Filed Jul 25, 2023 21:23 UTC Columbia Financial, Inc. CLBK · Entity 30463 Tax withholdingCommon Stock 2,214 $18.27 $40,449.78
Disclosure

SEC source: 0001723596-23-000350 · wk-form4_1690320181.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,483

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 14, 2023 Filed Jul 18, 2023 20:32 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 91.1105 $17.73 $1,615.39
Disclosure

SEC source: 0001723596-23-000341 · wk-form4_1689712334.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,974.6938

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 30, 2023 Filed Jul 5, 2023 19:32 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 93.4292 $17.29 $1,615.39
Disclosure

SEC source: 0001723596-23-000317 · wk-form4_1688585552.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,883.5833

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 16, 2023 Filed Jun 21, 2023 17:59 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 43.3543 $18.63 $807.69
Disclosure

SEC source: 0001723596-23-000286 · wk-form4_1687370359.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,790.1541

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 02, 2023 Filed Jun 6, 2023 20:35 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 91.0079 $17.75 $1,615.39
Disclosure

SEC source: 0001723596-23-000269 · wk-form4_1686083740.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,746.7998

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 19, 2023 Filed May 23, 2023 18:56 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 105.0319 $15.38 $1,615.39
Disclosure

SEC source: 0001723596-23-000245 · wk-form4_1684868153.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,655.7919

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 05, 2023 Filed May 9, 2023 17:57 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 98.6197 $16.38 $1,615.39
Disclosure

SEC source: 0001723596-23-000231 · wf-form4_168365503779869.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,550.76

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 01, 2023 Filed May 3, 2023 20:55 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantStock Options (right to buy) · Derivative 12,632 $0.00 Strike: $15.94 $0.00
Disclosure

SEC source: 0001723596-23-000198 · wf-form4_168314734576546.xml · derivative · entry 8

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,632

Underlying: Common Stock · 12,632 shares

Expires 2033-05-01

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 May 1, 2024.

Read SEC document
May 01, 2023 Filed May 3, 2023 20:55 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 17,364 $0.00 $0.00
Disclosure

SEC source: 0001723596-23-000198 · wf-form4_168314734576546.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock Award II

Disclosed balance after: 17,364

F1 · ownership.nature: 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 May 1, 2024; 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.

Read SEC document
April 21, 2023 Filed Apr 25, 2023 21:09 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 83.8293 $19.27 $1,615.39
Disclosure

SEC source: 0001723596-23-000172 · wf-form4_168245697635358.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,452.1403

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 10, 2023 Filed Apr 11, 2023 19:51 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 87.65 $18.43 $1,615.39
Disclosure

SEC source: 0001723596-23-000158 · wf-form4_168124266329706.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,368.311

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 24, 2023 Filed Mar 28, 2023 20:00 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 87.4129 $18.48 $1,615.39
Disclosure

SEC source: 0001723596-23-000140 · wf-form4_168003362248120.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,280.661

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 10, 2023 Filed Mar 14, 2023 18:21 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 83.7858 $19.28 $1,615.39
Disclosure

SEC source: 0001723596-23-000123 · wf-form4_167881807974618.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,193.2481

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 03, 2023 Filed Mar 7, 2023 16:58 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 535.9112 $21.29 $11,409.55
Disclosure

SEC source: 0001723596-23-000098 · wf-form4_167820827092900.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 10,109.4623

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
February 24, 2023 Filed Feb 28, 2023 18:40 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 76.9233 $21.00 $1,615.39
Disclosure

SEC source: 0001723596-23-000086 · wf-form4_167760962699740.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 9,573.5511

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
February 10, 2023 Filed Feb 14, 2023 18:55 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 79.3803 $20.35 $1,615.39
Disclosure

SEC source: 0001723596-23-000073 · wf-form4_167640091102266.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 9,496.6278

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 27, 2023 Filed Jan 31, 2023 21:09 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 80.2479 $20.13 $1,615.39
Disclosure

SEC source: 0001723596-23-000052 · wf-form4_167519934276595.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 9,417.2475

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 13, 2023 Filed Jan 18, 2023 14:16 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 73.3935 $22.01 $1,615.39
Disclosure

SEC source: 0001723596-23-000026 · wf-form4_167405139461958.xml · nonDerivative · entry 1

Schlesinger Allyson Katz · CIK 0001752640 · EVP & Head of Consumer Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock-Based Deferral Plan

Disclosed balance after: 9,336.9996

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.