0001723596-24-000069.txt : 20240227 0001723596-24-000069.hdr.sgml : 20240227 20240227163700 ACCESSION NUMBER: 0001723596-24-000069 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240223 FILED AS OF DATE: 20240227 DATE AS OF CHANGE: 20240227 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Lewis Oliver Edward Jr CENTRAL INDEX KEY: 0001839477 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-38456 FILM NUMBER: 24687588 MAIL ADDRESS: STREET 1: C/O COLUMBIA FINANCIAL, INC. STREET 2: 19-01 ROUTE 208 NORTH CITY: FAIR LAWN STATE: NJ ZIP: 07410 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Columbia Financial, Inc. CENTRAL INDEX KEY: 0001723596 STANDARD INDUSTRIAL CLASSIFICATION: SAVINGS INSTITUTION, FEDERALLY CHARTERED [6035] ORGANIZATION NAME: 02 Finance IRS NUMBER: 223504946 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 19-01 ROUTE 208 NORTH CITY: FAIR LAWN STATE: NJ ZIP: 07410 BUSINESS PHONE: 800-522-4167 MAIL ADDRESS: STREET 1: 19-01 ROUTE 208 NORTH CITY: FAIR LAWN STATE: NJ ZIP: 07410 4 1 wk-form4_1709069794.xml FORM 4 X0508 4 2024-02-23 0 0001723596 Columbia Financial, Inc. CLBK 0001839477 Lewis Oliver Edward Jr 19-01 ROUTE 208 NORTH FAIR LAWN NJ 07410 0 1 0 0 EVP & Head Commercial Banking 0 Common Stock 2024-02-23 4 A 0 44.0184 16.82 A 3915.3426 I By Stock-Based Deferral Plan Common Stock 18637 D Common Stock 5353 I By ESOP Common Stock 2457 I By SERP Common Stock 441 I By SIM Common Stock 715 I By Stock Award Common Stock 7839 I By Stock Award II Common Stock 15917 I By Stock Award III Stock Options (right to buy) 17 2020-07-23 2029-07-23 Common Stock 17647 17647 D Stock Options (right to buy) 17.86 2022-03-22 2031-03-22 Common Stock 57026 57026 D Stock Options (right to buy) 15.94 2024-05-01 2033-05-01 Common Stock 11579 11579 D 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. This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to rule 16b-3(c). Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan, vest in five equal annual installments commencing on July 23, 2020. Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan, vest in three equal annual installments commencing on March 22, 2022. Stock Awards granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive plan, 25% of which vests 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. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in five approximately equal annual installments commencing on July 23, 2020. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan vest in three approximately equal annual installments commencing on March 22, 2022. 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. /s/ Dennis E. Gibney, Power of Attorney 2024-02-27