Home/Filings/4/0001723596-24-000275
4//SEC Filing

Lewis Oliver Edward Jr 4

Accession 0001723596-24-000275

CIK 0001723596other

Filed

Jul 1, 8:00 PM ET

Accepted

Jul 2, 2:54 PM ET

Size

16.8 KB

Accession

0001723596-24-000275

Insider Transaction Report

Form 4
Period: 2024-06-28
Lewis Oliver Edward Jr
SEVP & Head Commercial Banking
Transactions
  • Award

    Common Stock

    2024-06-28$14.97/sh+49.458$7404,340.785 total(indirect: By Stock-Based Deferral Plan)
Holdings
  • Common Stock

    (indirect: By SERP)
    2,457
  • Common Stock

    (indirect: By SIM)
    441
  • Common Stock

    (indirect: By Stock Award)
    715
  • Common Stock

    24,668
  • Common Stock

    (indirect: By Stock Award IV)
    12,672
  • Stock Options (right to buy)

    Exercise: $17.00From: 2020-07-23Exp: 2029-07-23Common Stock (17,647 underlying)
    17,647
  • Stock Options (right to buy)

    Exercise: $16.49From: 2025-03-06Exp: 2034-03-06Common Stock (8,518 underlying)
    8,518
  • Common Stock

    (indirect: By ESOP)
    5,353
  • Common Stock

    (indirect: By Stock Award III)
    14,591
  • Stock Options (right to buy)

    Exercise: $17.86From: 2022-03-22Exp: 2031-03-22Common Stock (57,026 underlying)
    57,026
  • Stock Options (right to buy)

    Exercise: $15.94From: 2024-05-01Exp: 2033-05-01Common Stock (11,579 underlying)
    11,579
Footnotes (8)
  • [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, vest in five equal annual installments commencing on July 23, 2020.
  • [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 Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in five approximately equal annual installments commencing on July 23, 2020.
  • [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.

Issuer

Columbia Financial, Inc.

CIK 0001723596

Entity typeother

Related Parties

1
  • filerCIK 0001839477

Filing Metadata

Form type
4
Filed
Jul 1, 8:00 PM ET
Accepted
Jul 2, 2:54 PM ET
Size
16.8 KB