Columbia Financial, Inc.·4

Jun 16, 9:42 AM ET

Kemly Thomas J. 4

4 · Columbia Financial, Inc. · Filed Jun 16, 2026

Research Summary

AI-generated summary of this filing

Updated

Columbia Financial (CLBK) CEO Thomas J. Kemly Receives 90-Share Award

What Happened

  • Thomas J. Kemly, President & CEO and Director of Columbia Financial, acquired 89.743 shares on 2026-06-12 at $20.70 per share, a total value of about $1,858. The Form 4 reports this as an award/grant/other acquisition (code A).

Key Details

  • Transaction date: 2026-06-12; Filing date: 2026-06-16 (filed within required two business days).
  • Price: $20.70 per share; Shares acquired: 89.743; Total value: ~$1,858.
  • Shares owned after the transaction: Not specified in this Form 4.
  • Footnote F1 applies: these are phantom stock units purchased on a non‑discretionary basis by the trustee of the Bank’s rabbi trust under the Columbia Bank Stock Based Deferral Plan and will be settled in shares upon distribution.
  • Additional footnotes in the filing (F2–F8) describe vesting schedules for other equity awards/options tied to the company’s 2019 Equity Incentive Plan; they are informational but not required to interpret this specific transaction.

Context

  • This was a deferred-compensation type acquisition (phantom stock placed in a rabbi trust), not an open-market buy. Such deposits generally reflect compensation deferral and will convert into shares when distributed, so they don’t necessarily signal near-term bullish trading by the insider. The filing was timely.

Insider Transaction Report

Form 4
Period: 2026-06-12
Kemly Thomas J.
DirectorPresident & CEO
Transactions
  • Award

    Common Stock

    [F1]
    2026-06-12$20.70/sh+89.743$1,85869,512.943 total(indirect: By Stock-Based Deferral Plan)
Holdings
  • Common Stock

    249,269
  • Common Stock

    (indirect: By 401(k))
    40,946
  • Common Stock

    (indirect: By ESOP)
    8,689
  • Common Stock

    (indirect: By SERP)
    35,309
  • Common Stock

    (indirect: By SIM)
    41,572
  • Common Stock

    (indirect: By Spouse)
    5,933
  • Common Stock

    [F2]
    (indirect: By Stock Award III)
    46,078
  • Common Stock

    [F3]
    (indirect: By Stock Award IV)
    54,690
  • Common Stock

    [F4]
    (indirect: By Stock Award V)
    53,842
  • Stock Options (right to buy)

    [F5]
    Exercise: $15.60From: 2020-07-23Exp: 2029-07-23Common Stock (656,471 underlying)
    656,471
  • Stock Options (right to buy)

    [F5]
    Exercise: $15.94From: 2024-05-01Exp: 2033-05-01Common Stock (37,894 underlying)
    37,894
  • Stock Options (right to buy)

    [F6]
    Exercise: $16.49From: 2025-03-06Exp: 2034-03-06Common Stock (37,168 underlying)
    37,168
  • Stock Options (right to buy)

    [F7]
    Exercise: $16.23From: 2026-03-03Exp: 2035-03-03Common Stock (94,749 underlying)
    94,749
  • Stock Options (right to buy)

    [F8]
    Exercise: $18.28From: 2027-03-02Exp: 2036-03-02Common Stock (91,477 underlying)
    91,477
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 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.
  • [F3]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.
  • [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 2, 2029.
  • [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 March 6, 2025.
  • [F7]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.
  • [F8]Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 2, 2027.
Signature
/s/ Dennis E. Gibney, Power of Attorney|2026-06-16

Documents

1 file
  • 4
    wk-form4_1781617333.xmlPrimary

    FORM 4