Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director | February 28, 2022 | March 01, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OCEANFIRST FINANCIAL CORP
Report date February 28, 2022 · Filed March 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,683 |
Reported balance
After 2022-02-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-02-28 · Grant · Acquired 2,235 · Balance 38,683 F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2023. Total includes other restricted shares that vest in the future. F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.62 · Expires 2023-02-15 | Direct | 3,500 |
Reported balance
Holding disclosure · report date 2022-02-28 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 3,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2023. Total includes other restricted shares that vest in the future.
F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2022 Filed Mar 1, 2022 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000024 · wf-form4_164616555437203.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,683 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2023. Total includes other restricted shares that vest in the future. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 15:15 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 3,500 | $13.83 Strike: $13.83 | $48,405.00 |
DisclosureSEC source: 0001004702-22-000017 · wf-form4_164493813884319.xml · derivative · entry 3 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 15:15 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,170 | $22.31 | $48,412.70 |
DisclosureSEC source: 0001004702-22-000017 · wf-form4_164493813884319.xml · nonDerivative · entry 2 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,417 F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 15:15 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 3,500 | $13.83 | $48,405.00 |
DisclosureSEC source: 0001004702-22-000017 · wf-form4_164493813884319.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,587 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 15:00 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000028 · wf-form4_161469718738895.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,993 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2022. Total includes other restricted shares that vest in the future. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 3,500 | $0.00 Strike: $13.87 | $0.00 |
DisclosureSEC source: 0001004702-21-000004 · wf-form4_161073343196110.xml · derivative · entry 3 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2021-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,362 | $20.56 | $48,562.72 |
DisclosureSEC source: 0001004702-21-000004 · wf-form4_161073343196110.xml · nonDerivative · entry 2 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,663 F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 14, 2021 Filed Jan 15, 2021 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 3,500 | $13.87 | $48,545.00 |
DisclosureSEC source: 0001004702-21-000004 · wf-form4_161073343196110.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000031 · wf-form4_158325376418283.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,398 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2021. Total includes other restricted shares that vest in the future. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 17:36 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 3,310 | $10.00 Strike: $10.00 | $33,100.00 |
DisclosureSEC source: 0001004702-20-000013 · wf-form4_158152895660911.xml · derivative · entry 3 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,310 shares Expires 2020-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 17:36 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,407 | $23.53 | $33,106.71 |
DisclosureSEC source: 0001004702-20-000013 · wf-form4_158152895660911.xml · nonDerivative · entry 2 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,925 F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 17:36 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 3,310 | $10.00 | $33,100.00 |
DisclosureSEC source: 0001004702-20-000013 · wf-form4_158152895660911.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,332 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000029 · wf-form4_155171599387626.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,940 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2020. Total includes other restricted shares that vest in the future. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 16:00 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 2,363 | $12.28 Strike: $12.28 | $29,017.64 |
DisclosureSEC source: 0001004702-19-000019 · wf-form4_155007362108956.xml · derivative · entry 3 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,363 shares Expires 2019-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 16:00 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,157 | $25.09 | $29,029.13 |
DisclosureSEC source: 0001004702-19-000019 · wf-form4_155007362108956.xml · nonDerivative · entry 2 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,726 F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| February 11, 2019 Filed Feb 13, 2019 16:00 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,363 | $12.28 | $29,017.64 |
DisclosureSEC source: 0001004702-19-000019 · wf-form4_155007362108956.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,883 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| March 12, 2018 Filed Mar 13, 2018 17:29 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 2,363 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001004702-18-000084 · wf-form4a_152096215489584.xml · derivative · entry 3 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,363 shares Expires 2018-02-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:26 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 2,363 | $16.81 Strike: $16.81 | $39,722.03 |
DisclosureSEC source: 0001004702-18-000061 · wf-form4_151913676316516.xml · derivative · entry 3 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,363 shares Expires 2018-02-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:26 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,505 | $26.47 | $39,837.35 |
DisclosureSEC source: 0001004702-18-000061 · wf-form4_151913676316516.xml · nonDerivative · entry 2 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,364 F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 14:26 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,363 | $16.81 | $39,722.03 |
DisclosureSEC source: 0001004702-18-000061 · wf-form4_151913676316516.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| February 15, 2018 Filed Mar 13, 2018 17:29 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,505 | $26.47 | $39,837.35 |
DisclosureSEC source: 0001004702-18-000084 · wf-form4a_152096215489584.xml · nonDerivative · entry 2 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,437 F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. F2 · ownership.direct: This form is being filed to correct the number of shares directly owned by Mr. Catania on February 15, 2018. Read SEC document |
| February 15, 2018 Filed Mar 13, 2018 17:29 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,363 | $16.81 | $39,722.03 |
DisclosureSEC source: 0001004702-18-000084 · wf-form4a_152096215489584.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,942 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. F2 · ownership.direct: This form is being filed to correct the number of shares directly owned by Mr. Catania on February 15, 2018. Read SEC document |
| January 24, 2018 Filed Jan 25, 2018 22:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000010 · wf-form4_151692101615356.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,506 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2019. Total includes other restricted shares that vest in the future. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 15:11 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000054 · wf-form4_148967708325332.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,649 F1 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2018. Total includes other restricted shares that vest in the future. Read SEC document |
| March 15, 2017 Filed Mar 31, 2017 18:56 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000094 · wf-form4a_149098656646528.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,349 F1 · shares: This form is being filed to correct the number of shares awarded to Mr. Catania on March 15, 2017. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F3 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2018. Total includes other restricted shares that vest in the future. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 19:42 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,250 | $0.00 Strike: $22.17 | $0.00 |
DisclosureSEC source: 0001209191-16-152922 · doc4.xml · derivative · entry 3 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,250 shares Expires 2017-02-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 19:42 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,994 | $25.12 | $50,089.28 |
DisclosureSEC source: 0001209191-16-152922 · doc4.xml · nonDerivative · entry 2 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,296 F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 19:42 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,250 | $22.50 | $50,625.00 |
DisclosureSEC source: 0001209191-16-152922 · doc4.xml · nonDerivative · entry 1 CATANIA ANGELO · CIK 0001260073 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,290 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.