Schlesinger Allyson Katz 4
4 · Columbia Financial, Inc. · Filed Aug 26, 2025
Insider Transaction Report
Form 4
Schlesinger Allyson Katz
SEVP&Head of Consumer Banking
Transactions
- Award
Common Stock
2025-08-22$15.35/sh+21.799$335→ 13,346.307 total(indirect: By Stock-Based Deferral Plan)
Holdings
- 12,632
Stock Options (right to buy)
Exercise: $15.94From: 2024-05-01Exp: 2033-05-01→ Common Stock (12,632 underlying) - 6,683(indirect: By ESOP)
Common Stock
- 12,672(indirect: By Stock Award III)
Common Stock
- 155,294
Stock Options (right to buy)
Exercise: $15.60From: 2020-07-23Exp: 2029-07-23→ Common Stock (155,294 underlying) - 6,459(indirect: By SERP)
Common Stock
- 9,292
Stock Options (right to buy)
Exercise: $16.49From: 2025-03-06Exp: 2034-03-06→ Common Stock (9,292 underlying) - 21,289
Stock Options (right to buy)
Exercise: $16.23From: 2026-03-03Exp: 2035-03-03→ Common Stock (21,289 underlying) - 4,683(indirect: By SIM)
Common Stock
- 14,470(indirect: By Stock Award II)
Common Stock
- 12,288(indirect: By Stock Award IV)
Common Stock
- 64,281
Common Stock
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, 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.