Allyson Katz Schlesinger - 30 May 2025 Form 4 Insider Report for Columbia Financial, Inc. (CLBK)

Role
SEVP&Head of Consumer Banking
Signature
/s/ Dennis E. Gibney, Power of Attorney
Issuer symbol
CLBK
Transactions as of
30 May 2025
Net transactions value
+$335
Form type
4
Filing time
03 Jun 2025, 12:06:14 UTC
Previous filing
20 May 2025
Next filing
17 Jun 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Schlesinger Allyson Katz SEVP&Head of Consumer Banking 19-01 ROUTE 208 NORTH, FAIR LAWN /s/ Dennis E. Gibney, Power of Attorney 03 Jun 2025 0001752640

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CLBK Common Stock Award $335 +23 +0.18% $14.31 13,208 30 May 2025 By Stock-Based Deferral Plan F1
holding CLBK Common Stock 64,281 30 May 2025 Direct
holding CLBK Common Stock 6,683 30 May 2025 By ESOP
holding CLBK Common Stock 6,459 30 May 2025 By SERP
holding CLBK Common Stock 4,683 30 May 2025 By SIM
holding CLBK Common Stock 14,470 30 May 2025 By Stock Award II F2
holding CLBK Common Stock 12,672 30 May 2025 By Stock Award III F3
holding CLBK Common Stock 12,288 30 May 2025 By Stock Award IV F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding CLBK Stock Options (right to buy) 155,294 30 May 2025 Common Stock 155,294 $15.60 Direct F5
holding CLBK Stock Options (right to buy) 12,632 30 May 2025 Common Stock 12,632 $15.94 Direct F6
holding CLBK Stock Options (right to buy) 9,292 30 May 2025 Common Stock 9,292 $16.49 Direct F7
holding CLBK Stock Options (right to buy) 21,289 30 May 2025 Common Stock 21,289 $16.23 Direct F8
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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 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.
F3 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.
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 3, 2028.
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 May 1, 2024.
F7 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.
F8 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.