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person · Reporting owner

Smith Matthew James

Disclosed activity across 2 companies

Tapewire entity
29015
SEC CIK
0002046008

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Rhinebeck Bancorp, Inc.RBKB · Entity 6334Director · President & CEOJuly 22, 2026July 23, 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.

Rhinebeck Bancorp, Inc.

Report date July 22, 2026 · Filed July 23, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect36,251 Last balance in matching sequence After 2026-07-22 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rows

Row 1 · 2026-07-22 · Purchase · Acquired 2,300 · Balance 26,126

F1: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027.

Row 2 · 2026-07-22 · Purchase · Acquired 10,125 · Balance 36,251

F1: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027.

Common StockSEC Table I · non-derivativeIndirectBy 401(k)479 Reported balance Holding disclosure · report date 2026-07-22 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 479

F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended.

Filing footnotes · ownership attribution and instrument terms

F1: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027.

F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Columbia Financial, Inc.

Report date October 05, 2025 · Filed October 07, 2025

Section 16 reporting ended · disclosed 2025-10-07. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Stock Award0 Reported balance After 2025-10-05 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2025-10-05 · Disposition to issuer · Disposed 15,443 · Balance 0

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 22, 2026 Filed Jul 23, 2026 20:21 UTC Rhinebeck Bancorp, Inc. RBKB · Entity 6334 PurchaseCommon Stock 10,125 $12.00 $121,500.00
Disclosure

SEC source: 0001437749-26-024321 · rdgdoc.xml · nonDerivative · entry 2

Smith Matthew James · CIK 0002046008 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,251

F1 · balance_after: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027.

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July 22, 2026 Filed Jul 23, 2026 20:21 UTC Rhinebeck Bancorp, Inc. RBKB · Entity 6334 PurchaseCommon Stock 2,300 $12.00 $27,588.50
Disclosure

SEC source: 0001437749-26-024321 · rdgdoc.xml · nonDerivative · entry 1

Smith Matthew James · CIK 0002046008 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,126

F1 · balance_after: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027.

Read SEC document
May 26, 2026 Filed May 28, 2026 18:20 UTC Rhinebeck Bancorp, Inc. RBKB · Entity 6334 GrantCommon Stock 17,046 $0.00 $0.00
Disclosure

SEC source: 0001437749-26-018715 · rdgdoc.xml · nonDerivative · entry 1

Smith Matthew James · CIK 0002046008 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,046

F1 · shares: Shares of restricted stock vest at a rate of 33 1/3% per year commencing on May 26, 2027.

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October 05, 2025 Filed Oct 7, 2025 20:06 UTC Columbia Financial, Inc. CLBK · Entity 30463 Disposition to issuerCommon Stock 15,443 $0.00 $0.00
Disclosure

SEC source: 0002046008-25-000003 · wk-form4_1759867580.xml · nonDerivative · entry 1

Smith Matthew James · CIK 0002046008 · SEVP & COO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock Award

Disclosed balance after: 0

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March 03, 2025 Filed Mar 5, 2025 17:32 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantStock Options (right to buy) · Derivative 10,033 $0.00 Strike: $16.23 $0.00
Disclosure

SEC source: 0001723596-25-000080 · wk-form4_1741195920.xml · derivative · entry 2

Smith Matthew James · CIK 0002046008 · SEVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,033

Underlying: Common Stock · 10,033 shares

Expires 2035-03-03

F2 · 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 3, 2026.

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March 03, 2025 Filed Mar 5, 2025 17:32 UTC Columbia Financial, Inc. CLBK · Entity 30463 GrantCommon Stock 15,443 $0.00 $0.00
Disclosure

SEC source: 0001723596-25-000080 · wk-form4_1741195920.xml · nonDerivative · entry 1

Smith Matthew James · CIK 0002046008 · SEVP & COO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock Award

Disclosed balance after: 15,443

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 3, 2026; 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.

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