Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director | January 24, 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 January 24, 2018 · Filed February 14, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,176 |
Reported balance
After 2018-01-24 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2018-01-24 · Grant · Acquired 1,095 · Balance 22,176 F1: This form is being filed to correct the number of shares directly owned by Mr. Burke on January 24, 2018. F2: 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. |
| 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 2018-01-24 · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 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 2018-01-24 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · 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 2018-01-24 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · 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 2018-01-24 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · 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 2018-01-24 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 3,500 F3: Options vest in five equal annual installments beginning on the date first exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: This form is being filed to correct the number of shares directly owned by Mr. Burke on January 24, 2018.
F2: 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.
F3: 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 |
|---|---|---|---|---|---|---|
| January 24, 2018 Filed Jan 25, 2018 22:54 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000008 · wf-form4_151692088413430.xml · nonDerivative · entry 1 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,303 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 |
| January 24, 2018 Filed Feb 14, 2018 22:44 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000057 · wf-form4a_151864817772629.xml · nonDerivative · entry 1 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,176 F1 · balance_after: This form is being filed to correct the number of shares directly owned by Mr. Burke on January 24, 2018. F2 · 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 |
| January 08, 2018 Filed Feb 14, 2018 22:36 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: 0001004702-18-000056 · wf-form4_151864729876038.xml · derivative · entry 3 Burke Joseph J · CIK 0001315112 · 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 |
| January 08, 2018 Filed Feb 14, 2018 22:36 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,490 | $26.73 | $39,827.70 |
DisclosureSEC source: 0001004702-18-000056 · wf-form4_151864729876038.xml · nonDerivative · entry 2 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,081 F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| January 08, 2018 Filed Feb 14, 2018 22:36 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,363 | $16.81 | $39,722.03 |
DisclosureSEC source: 0001004702-18-000056 · wf-form4_151864729876038.xml · nonDerivative · entry 1 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,571 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 |
| March 15, 2017 Filed Mar 16, 2017 15:07 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000052 · wf-form4_148967682991119.xml · nonDerivative · entry 1 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,508 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 18:53 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000092 · wf-form4a_149098636713933.xml · nonDerivative · entry 1 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,208 F1 · shares: This form is being filed to correct the number of shares awarded to Mr. Burke 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 |
| November 22, 2016 Filed Nov 23, 2016 15:51 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: 0001209191-16-151850 · doc4.xml · derivative · entry 3 Burke Joseph J · CIK 0001315112 · 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 |
| November 22, 2016 Filed Nov 23, 2016 15:51 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,115 | $23.59 | $49,892.85 |
DisclosureSEC source: 0001209191-16-151850 · doc4.xml · nonDerivative · entry 2 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,173 F1 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| November 22, 2016 Filed Nov 23, 2016 15:51 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,250 | $22.17 | $49,882.50 |
DisclosureSEC source: 0001209191-16-151850 · doc4.xml · nonDerivative · entry 1 Burke Joseph J · CIK 0001315112 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,288 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.