Lewis Oliver Edward Jr 4
4 · Columbia Financial, Inc./MD/ · Filed Jul 22, 2026
Research Summary
AI-generated summary of this filing
Columbia Financial (CLBK) SEVP Lewis Oliver Buys 15,000 Shares
What Happened
- Lewis Oliver, Senior EVP & Head of Commercial Banking at Columbia Financial (CLBK), made open-market purchases of company stock on July 20, 2026: 500 shares at $10.00 ($5,000) and 14,500 shares at $10.00 ($145,000), for a total of 15,000 shares costing $150,000. These were purchases (code P), which are often viewed as a bullish signal compared with routine sales.
Key Details
- Transaction date: July 20, 2026
- Prices and amounts: 500 shares @ $10.00 ($5,000) and 14,500 shares @ $10.00 ($145,000); total 15,000 shares for $150,000
- Transaction type: Open-market purchases (code P)
- Filing date: July 22, 2026 — appears timely (filed within two business days of the transaction)
- Shares owned after the transaction: Not specified in the provided filing summary
- Footnotes/other disclosures: The filing includes multiple footnotes (F1–F7) describing stock award and option grants under Columbia Financial’s 2019 Equity Incentive Plan with various time- and performance-based vesting schedules; Exhibit 24 (Power of Attorney) is attached.
Context
- These were outright purchases, not exercises or awards; no immediate sale (cashless exercise) was reported. Purchases by executives can indicate personal confidence but do not guarantee future company performance. The filing does not report post-transaction total holdings, so assess this purchase alongside other insider trades and public disclosures for fuller context.
Insider Transaction Report
Form 4
Lewis Oliver Edward Jr
SEVP & Head Commercial Banking
Transactions
- Purchase
Common Stock
2026-07-20$10.00/sh+500$5,000→ 65,296 total - Purchase
Common Stock
2026-07-20$10.00/sh+14,500$145,000→ 14,500 total(indirect: By 401(k))
Holdings
- 10,791(indirect: By Stock-Based Deferral Plan)
Common Stock
- 16,700(indirect: By ESOP)
Common Stock
- 1,498(indirect: By SIM)
Common Stock
- 7,510(indirect: By SERP)
Common Stock
- 23,231(indirect: By Stock Award IV)
Common Stock
[F1] - 24,860(indirect: By Stock Award V)
Common Stock
[F2] - 25,898(indirect: By Stock Award VI)
Common Stock
[F3] - 38,823
Stock Options (right to buy)
[F4]Exercise: $7.73From: 2020-07-23Exp: 2029-07-23→ Common Stock (38,823 underlying) - 125,457
Stock Options (right to buy)
[F4]Exercise: $8.12From: 2022-03-22Exp: 2031-03-22→ Common Stock (125,457 underlying) - 25,473
Stock Options (right to buy)
[F4]Exercise: $7.25From: 2024-05-01Exp: 2033-05-01→ Common Stock (25,473 underlying) - 18,739
Stock Options (right to buy)
[F5]Exercise: $7.50From: 2025-03-06Exp: 2034-03-06→ Common Stock (18,739 underlying) - 43,067
Stock Options (right to buy)
[F6]Exercise: $7.38From: 2026-03-03Exp: 2035-03-03→ Common Stock (43,067 underlying) - 44,000
Stock Options (right to buy)
[F7]Exercise: $8.31From: 2027-03-02Exp: 2036-03-02→ Common Stock (44,000 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