Schlesinger Allyson Katz 4
4 · Columbia Financial, Inc. · Filed Mar 10, 2026
Research Summary
AI-generated summary of this filing
Columbia Financial (CLBK) Allyson Schlesinger Sells 428 Shares for Taxes
What Happened
- Schlesinger Allyson Katz (SEVP & Head of Consumer Banking) disposed of 428 shares on March 6, 2026 to satisfy a tax/withholding obligation (transaction code F). The shares were valued at $18.06 each for a total of $7,730. This was a share surrender to cover taxes (not an open-market directional sale).
Key Details
- Transaction date and price: March 6, 2026 — 428 shares at $18.06 per share (total ≈ $7,730).
- Transaction code: F — payment of exercise price or tax liability (share surrender/withholding).
- Shares owned after transaction: Not specified in the provided filing.
- Notable footnotes in the filing: F1 notes that directly held shares include shares that previously were Stock Awards and have since vested; F2–F10 describe various award/option vesting schedules and exercise terms for other grants (timing and performance-based vesting).
- Filing timeliness: Report filed March 10, 2026. Because the transaction occurred March 6, 2026, the Form 4 was filed within the typical two-business-day window and is not marked late.
Context
- Code F transactions are typically routine tax-withholding events tied to vesting of awards or option exercises. They represent shares surrendered to satisfy tax obligations, not an open-market “sell” intended to take a position. Such transactions are common after vesting/exercise and do not by themselves indicate a change in insider sentiment.
Insider Transaction Report
Form 4
Schlesinger Allyson Katz
SEVP&Head of Consumer Banking
Transactions
- Tax Payment
Common Stock
[F1]2026-03-06$18.06/sh−428$7,730→ 65,005 total
Holdings
- 13,543.366(indirect: By Stock-Based Deferral Plan)
Common Stock
- 6,683(indirect: By ESOP)
Common Stock
- 6,459(indirect: By SERP)
Common Stock
- 4,683(indirect: By SIM)
Common Stock
- 14,470(indirect: By Stock Award II)
Common Stock
[F2] - 11,520(indirect: By Stock Award III)
Common Stock
[F3] - 12,288(indirect: By Stock Award IV)
Common Stock
[F4] - 12,574(indirect: By Stock Award V)
Common Stock
[F5] - 155,294
Stock Options (right to buy)
[F6]Exercise: $15.60From: 2020-07-23Exp: 2029-07-23→ Common Stock (155,294 underlying) - 12,632
Stock Options (right to buy)
[F7]Exercise: $15.94From: 2024-05-01Exp: 2033-05-01→ Common Stock (12,632 underlying) - 9,292
Stock Options (right to buy)
[F8]Exercise: $16.49From: 2025-03-06Exp: 2034-03-06→ Common Stock (9,292 underlying) - 21,289
Stock Options (right to buy)
[F9]Exercise: $16.23From: 2026-03-03Exp: 2035-03-03→ Common Stock (21,289 underlying) - 21,364
Stock Options (right to buy)
[F10]Exercise: $18.28From: 2027-03-02Exp: 2036-03-02→ Common Stock (21,364 underlying)
Footnotes (10)
- [F1]The number of shares held directly includes certain shares that were previously held by Stock Award and that have subsequently vested.
- [F10]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.
- [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 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.
- [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.
Signature
/s/ Dennis E. Gibney, Power of Attorney|2026-03-10