Columbia Financial, Inc./MD/·4

Jul 22, 9:21 PM ET

Schlesinger Allyson Katz 4

4 · Columbia Financial, Inc./MD/ · Filed Jul 22, 2026

Research Summary

AI-generated summary of this filing

Updated

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
Period: 2026-07-20
Schlesinger Allyson Katz
SEVP&Head of Consumer Banking
Transactions
  • Purchase

    Common Stock

    2026-07-20$10.00/sh+44,400$444,000192,490 total
  • Purchase

    Common Stock

    2026-07-20$10.00/sh+5,600$56,0005,600 total(indirect: By 401(k))
Holdings
  • Common Stock

    (indirect: By Stock-Based Deferral Plan)
    29,794
  • Common Stock

    (indirect: By SERP)
    15,686
  • Common Stock

    (indirect: By ESOP)
    17,056
  • Common Stock

    (indirect: By SIM)
    10,302
  • Common Stock

    [F1]
    (indirect: By Stock Award III)
    25,344
  • Common Stock

    [F2]
    (indirect: By Stock Award IV)
    27,033
  • Common Stock

    [F3]
    (indirect: By Stock Award V)
    27,662
  • Stock Options (right to buy)

    [F4]
    Exercise: $7.10From: 2020-07-23Exp: 2029-07-23Common Stock (341,646 underlying)
    341,646
  • Stock Options (right to buy)

    [F4]
    Exercise: $7.25From: 2024-05-01Exp: 2033-05-01Common Stock (27,790 underlying)
    27,790
  • Stock Options (right to buy)

    [F5]
    Exercise: $7.50From: 2025-03-06Exp: 2034-03-06Common Stock (20,442 underlying)
    20,442
  • Stock Options (right to buy)

    [F6]
    Exercise: $7.38From: 2026-03-03Exp: 2035-03-03Common Stock (46,835 underlying)
    46,835
  • Stock Options (right to buy)

    [F7]
    Exercise: $8.31From: 2027-03-02Exp: 2036-03-02Common Stock (47,000 underlying)
    47,000
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

Documents

3 files