0001723596-24-000423.txt : 20241104 0001723596-24-000423.hdr.sgml : 20241104 20241104143430 ACCESSION NUMBER: 0001723596-24-000423 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20241101 FILED AS OF DATE: 20241104 DATE AS OF CHANGE: 20241104 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: 241422734 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_1730748863.xml FORM 4 X0508 4 2024-11-01 0 0001723596 Columbia Financial, Inc. CLBK 0001839477 Lewis Oliver Edward Jr 19-01 ROUTE 208 NORTH FAIR LAWN NJ 07410 0 1 0 0 SEVP & Head Commercial Banking 0 Common Stock 2024-11-01 4 A 0 43.8363 16.89 A 4733.0187 I By Stock-Based Deferral Plan Common Stock 25138 D Common Stock 5353 I By ESOP Common Stock 2457 I By SERP Common Stock 620 I By SIM Common Stock 14591 I By Stock Award III Common Stock 12672 I By Stock Award IV 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 Stock Options (right to buy) 16.49 2025-03-06 2034-03-06 Common Stock 8518 8518 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. 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. 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. Stock Options granted pursuant to the Columbia Financial, Inc. 2019 Equity Incentive Plan are fully vested and exercisable. 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. 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. /s/ Dennis E. Gibney, Power of Attorney 2024-11-04