Allyson Katz Schlesinger - May 1, 2025 Form 4 Insider Report for Columbia Financial, Inc. (CLBK)

Signature
/s/ Dennis E. Gibney, Power of Attorney
Stock symbol
CLBK
Transactions as of
May 1, 2025
Transactions value $
-$6,952
Form type
4
Date filed
5/5/2025, 03:23 PM
Previous filing
Apr 21, 2025

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 2025-05-05 0001752640

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction CLBK Common Stock Tax liability -$7.29K -496 -0.77% $14.69 64.3K May 1, 2025 Direct F1
transaction CLBK Common Stock Award $335 +22.4 +0.17% $14.96 13.2K May 2, 2025 By Stock-Based Deferral Plan F2
holding CLBK Common Stock 6.68K May 1, 2025 By ESOP
holding CLBK Common Stock 6.46K May 1, 2025 By SERP
holding CLBK Common Stock 4.68K May 1, 2025 By SIM
holding CLBK Common Stock 14.5K May 1, 2025 By Stock Award II F3
holding CLBK Common Stock 12.7K May 1, 2025 By Stock Award III F4
holding CLBK Common Stock 12.3K May 1, 2025 By Stock Award IV F5

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) 155K May 1, 2025 Common Stock 155K $15.60 Direct F6
holding CLBK Stock Options (right to buy) 12.6K May 1, 2025 Common Stock 12.6K $15.94 Direct F7
holding CLBK Stock Options (right to buy) 9.29K May 1, 2025 Common Stock 9.29K $16.49 Direct F8
holding CLBK Stock Options (right to buy) 21.3K May 1, 2025 Common Stock 21.3K $16.23 Direct F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The number of shares held directly includes certain shares that were previously held by Stock Award and that have subsequently vested.
F2 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.
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 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.
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 Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
F7 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.
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.