Schlesinger Allyson Katz 4
4 · Columbia Financial, Inc./MD/ · Filed Jul 22, 2026
Research Summary
AI-generated summary of this filing
Columbia Financial (CLBK) SEVP Allyson Schlesinger Buys 50,000 Shares
What Happened
- Allyson Schlesinger, SEVP & Head of Consumer Banking at Columbia Financial, acquired 50,000 shares in two purchases on July 20, 2026.
- Transaction details: 44,400 shares at $10.00 each ($444,000) and 5,600 shares at $10.00 each ($56,000), total cost $500,000.
- These were purchases (Form 4 transaction code P), i.e., the insider bought stock rather than sold it.
Key Details
- Transaction dates and prices: July 20, 2026 — 44,400 shares @ $10.00; July 20, 2026 — 5,600 shares @ $10.00.
- Total shares bought: 50,000; total value: $500,000.
- Shares owned after transaction: not disclosed in the provided filing.
- Footnotes: F1–F7 in the filing describe various outstanding stock awards and option grants and their vesting schedules under the Columbia Financial 2019 Equity Incentive Plan (including time- and performance-based vesting); F4 notes some options are fully vested and exercisable.
- Filing: Form 4 filed July 22, 2026, two days after the trades (appears to be timely).
- No 10b5-1 trading plan, tax-withholding sale, or cashless exercise was indicated in the provided information.
Context
- These were open-market or private purchases (code P) — straightforward acquisitions of common stock, not option exercises or awards being settled.
- Purchases by executives are often watched by investors as a direct investment in the company, but the filing provides no statement of motive.
Insider Transaction Report
Form 4
Schlesinger Allyson Katz
SEVP&Head of Consumer Banking
Transactions
- Purchase
Common Stock
2026-07-20$10.00/sh+44,400$444,000→ 192,490 total - Purchase
Common Stock
2026-07-20$10.00/sh+5,600$56,000→ 5,600 total(indirect: By 401(k))
Holdings
- 29,794(indirect: By Stock-Based Deferral Plan)
Common Stock
- 15,686(indirect: By SERP)
Common Stock
- 17,056(indirect: By ESOP)
Common Stock
- 10,302(indirect: By SIM)
Common Stock
- 25,344(indirect: By Stock Award III)
Common Stock
[F1] - 27,033(indirect: By Stock Award IV)
Common Stock
[F2] - 27,662(indirect: By Stock Award V)
Common Stock
[F3] - 341,646
Stock Options (right to buy)
[F4]Exercise: $7.10From: 2020-07-23Exp: 2029-07-23→ Common Stock (341,646 underlying) - 27,790
Stock Options (right to buy)
[F4]Exercise: $7.25From: 2024-05-01Exp: 2033-05-01→ Common Stock (27,790 underlying) - 20,442
Stock Options (right to buy)
[F5]Exercise: $7.50From: 2025-03-06Exp: 2034-03-06→ Common Stock (20,442 underlying) - 46,835
Stock Options (right to buy)
[F6]Exercise: $7.38From: 2026-03-03Exp: 2035-03-03→ Common Stock (46,835 underlying) - 47,000
Stock Options (right to buy)
[F7]Exercise: $8.31From: 2027-03-02Exp: 2036-03-02→ Common Stock (47,000 underlying)
Footnotes (7)
- [F1]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.
- [F2]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.
- [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 2, 2029.
- [F4]Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable.
- [F5]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.
- [F6]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.
- [F7]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/ Thomas F. Splaine, Jr., Power of Attorney|2026-07-22