Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director | February 12, 2018 | February 14, 2018 |
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 12, 2018 · Filed February 14, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,347 |
Last balance in matching sequence
After 2018-02-12 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2018-02-12 · Exercise / conversion · Acquired 2,363 · Balance 38,870 F1: Total includes shares of restricted Common stock that have not yet vested. Row 2 · 2018-02-12 · Tax withholding · Disposed 1,523 · Balance 37,347 F1: Total includes shares of restricted Common stock that have not yet vested. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $16.81 · Expires 2018-02-20 | Direct | 0 |
Reported balance
After 2018-02-12 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-02-12 · Exercise / conversion · Disposed 2,363 · Balance 0 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $12.28 · Expires 2019-02-18 | Direct | 2,363 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,363 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2020-02-17 | Direct | 3,310 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 3,310 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.87 · Expires 2021-02-18 | Direct | 3,500 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,500 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $13.83 · Expires 2022-02-15 | Direct | 3,500 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 3,500 |
| 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 2018-02-12 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,500 F2: Options vest in five equal annual installments beginning on the date first exercisable. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 5,376 |
Reported balance
Holding disclosure · report date 2018-02-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,376 |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes shares of restricted Common stock that have not yet vested.
F2: Options vest in five equal annual installments beginning on the date first exercisable.
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 12, 2018 Filed Feb 14, 2018 17:46 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 2,363 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001004702-18-000053 · wf-form4_151863034719854.xml · derivative · entry 4 MCLAUGHLIN DONALD E · CIK 0001236523 · 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 12, 2018 Filed Feb 14, 2018 17:46 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,523 | $26.09 | $39,735.07 |
DisclosureSEC source: 0001004702-18-000053 · wf-form4_151863034719854.xml · nonDerivative · entry 2 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,347 F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 12, 2018 Filed Feb 14, 2018 17:46 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,363 | $16.81 | $39,722.03 |
DisclosureSEC source: 0001004702-18-000053 · wf-form4_151863034719854.xml · nonDerivative · entry 1 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,870 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 |
| January 24, 2018 Filed Jan 25, 2018 23:11 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000018 · wf-form4_151692190459902.xml · nonDerivative · entry 1 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,507 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. Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 18:56 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 3,000 | $26.74 | $80,225.70 |
DisclosureSEC source: 0001004702-17-000146 · wf-form4_149634336432216.xml · nonDerivative · entry 1 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,412 F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 15:37 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000064 · wf-form4_148967866324522.xml · nonDerivative · entry 1 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,712 F1 · 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 19:13 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000104 · wf-form4a_149098761763668.xml · nonDerivative · entry 1 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,412 F1 · shares: This form is being filed to correct the number of shares awarded to Mr. McLaughlin on March 15, 2017. 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 |
| February 15, 2017 Filed Feb 16, 2017 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 2,250 | $22.17 Strike: $22.17 | $49,882.50 |
DisclosureSEC source: 0001004702-17-000018 · wf-form4_148727600067620.xml · derivative · entry 4 MCLAUGHLIN DONALD E · CIK 0001236523 · 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 |
| February 15, 2017 Filed Feb 16, 2017 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,697 | $29.40 | $49,891.80 |
DisclosureSEC source: 0001004702-17-000018 · wf-form4_148727600067620.xml · nonDerivative · entry 2 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,377 F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,250 | $22.17 | $49,882.50 |
DisclosureSEC source: 0001004702-17-000018 · wf-form4_148727600067620.xml · nonDerivative · entry 1 MCLAUGHLIN DONALD E · CIK 0001236523 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,074 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.