Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Columbia Financial, Inc.CLBK · Entity 30463 | Director | July 10, 2026 | July 14, 2026 |
| Columbia Financial, Inc./MD/CLBK · Entity 2776 | Director | 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 | 10,079.32 |
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 8.0198 · Balance 10,079.32 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 | 36,726 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,726 |
| Common StockSEC Table I · non-derivative | IndirectBy SEP-IRA | 46,280 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 46,280 |
| Common StockSEC Table I · non-derivative | IndirectStock Award V | 2,952 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,952 F2: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan which vest in one year on March 12, 2027. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.60 · Expires 2029-07-23 | Direct | 83,294 |
Reported balance
Holding disclosure · report date 2026-07-10 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 83,294 F3: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
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 which vest in one year on March 12, 2027.
F3: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
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 | 29,847.4821 |
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 14.9361 · Balance 29,847.4821 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 | 80,797 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 80,797 |
| Common StockSEC Table I · non-derivative | IndirectBy SEP-IRA | 109,316 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 109,316 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award V | 6,494 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 6,494 F2: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan which vest in one year on March 12, 2027. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.10 · Expires 2029-07-23 | Direct | 183,246 |
Reported balance
Holding disclosure · report date 2026-10-02 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 183,246 F3: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. |
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 which vest in one year on March 12, 2027.
F3: Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
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 |
|---|---|---|---|---|---|---|
| July 23, 2019 Filed Jul 25, 2019 20:06 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 34,258 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-010468 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award Disclosed balance after: 34,258 F1 · ownership.nature: Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in five approximately equal annual installments commencing on July 23, 2020. Read SEC document |
| July 05, 2019 Filed Jul 9, 2019 13:09 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 134.7159 | $15.31 | $2,062.50 |
DisclosureSEC source: 0001225208-19-010114 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 5,708.2079 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 07, 2019 Filed Jun 11, 2019 18:13 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 111.4375 | $14.47 | $1,612.50 |
DisclosureSEC source: 0001225208-19-009098 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 5,573.492 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 26, 2019 Filed Apr 30, 2019 16:29 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 123.4668 | $15.49 | $1,912.50 |
DisclosureSEC source: 0001225208-19-007307 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 5,462.0545 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 | 150.7658 | $15.67 | $2,362.50 |
DisclosureSEC source: 0001225208-19-006057 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 5,338.5877 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 01, 2019 Filed Mar 5, 2019 00:26 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 72.475 | $16.04 | $1,162.50 |
DisclosureSEC source: 0001225208-19-004435 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 5,187.8219 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 17:46 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | GrantCommon Stock | 115.3469 | $15.28 | $1,762.50 |
DisclosureSEC source: 0001225208-19-001715 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 5,115.3469 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 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 5,000 | $10.00 | $50,000.00 |
DisclosureSEC source: 0001225208-18-007947 · doc4.xml · nonDerivative · entry 3 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock-Based Deferral Plan Disclosed balance after: 5,000 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 48,000 | $10.00 | $480,000.00 |
DisclosureSEC source: 0001225208-18-007947 · doc4.xml · nonDerivative · entry 2 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By SEP-IRA Disclosed balance after: 48,000 Read SEC document |
| April 19, 2018 Filed Apr 23, 2018 19:15 UTC | Columbia Financial, Inc. CLBK · Entity 30463 | PurchaseCommon Stock | 2,000 | $10.00 | $20,000.00 |
DisclosureSEC source: 0001225208-18-007947 · doc4.xml · nonDerivative · entry 1 Holland Noel R. · CIK 0001729840 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.