Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | SEVP & CIO, OceanFirst Bank | August 31, 2026 | September 01, 2026 |
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 August 31, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,068 |
Reported balance
After 2026-08-31 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-31 · Sale · Disposed 5,500 · Balance 83,068 F1: Total includes shares of restricted common stock that have not yet vested. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 3,471 |
Reported balance
Holding disclosure · report date 2026-08-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,471 F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: Total includes shares of restricted common stock that have not yet vested.
F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c).
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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 1, 2026 17:39 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 5,500 | $18.91 | $103,977.50 |
DisclosureSEC source: 0001992779-26-000008 · wk-form4_1788284348.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · SEVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,068 F1 · ownership.direct: Total includes shares of restricted common stock that have not yet vested. Read SEC document |
| March 04, 2026 Filed Mar 6, 2026 20:02 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,837 | $18.58 | $34,131.46 |
DisclosureSEC source: 0001992779-26-000004 · wk-form4_1772827328.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · SEVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,568 F1 · ownership.direct: The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:10 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 15,365 | $0.00 | $0.00 |
DisclosureSEC source: 0001992779-26-000002 · wk-form4_1772575853.xml · nonDerivative · entry 2 Schaeffer Brian · CIK 0001992779 · SEVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,405 F2 · ownership.direct: Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:10 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 10,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001992779-26-000002 · wk-form4_1772575853.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · SEVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,040 F1 · ownership.direct: Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 17:34 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,368 | $18.01 | $24,637.68 |
DisclosureSEC source: 0001004702-25-000055 · wk-form4_1741282461.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · SEVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,796 F1 · ownership.direct: The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:24 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 14,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000040 · wk-form4_1741123460.xml · nonDerivative · entry 2 Schaeffer Brian · CIK 0001992779 · SEVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,164 F2 · ownership.direct: Restricted shares awarded. Such shares vest on March 1, 2028 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2025 through December 31, 2027, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:24 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 9,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000040 · wk-form4_1741123460.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · SEVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,588 F1 · ownership.direct: Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2026. Total includes other restricted shares that vest in the future. Read SEC document |
| May 02, 2024 Filed May 8, 2024 14:56 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 3,500 | $15.49 | $54,215.00 |
DisclosureSEC source: 0001004702-24-000079 · wk-form4_1715180177.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · EVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,868 F1 · ownership.direct: Total includes shares of restricted common stock that have not yet vested. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 21:27 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,747 | $14.84 | $25,925.48 |
DisclosureSEC source: 0001004702-24-000062 · wk-form4_1709846854.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · EVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,368 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 18:23 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 17,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000046 · wk-form4_1709317427.xml · nonDerivative · entry 2 Schaeffer Brian · CIK 0001992779 · EVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,115 F2 · ownership.direct: Restricted shares awarded. Such shares vest on March 1, 2027 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2024 through December 31, 2026, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 18:23 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 11,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000046 · wk-form4_1709317427.xml · nonDerivative · entry 1 Schaeffer Brian · CIK 0001992779 · EVP & CIO, OceanFirst Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,509 F1 · ownership.direct: Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2025. Total includes other restricted shares that vest in the future. 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.