Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PROVIDENT FINANCIAL SERVICES INCPFS · Entity 4228 | Pres/CEO Prov Protection Plus | June 12, 2026 | June 15, 2026 |
| SB ONE BANCORPSBBX · Entity 146814 | CEO SB One Insurance Agency | July 31, 2020 | September 03, 2020 |
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.
PROVIDENT FINANCIAL SERVICES INC
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 105,734.125 |
Reported balance
After 2026-06-12 transaction · row 1
1 source rowRow 1 · 2026-06-12 · Sale · Disposed 3,528 · Balance 105,734.125 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 2,622 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 2,622 F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 2,072.5 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,072.5 F2: Reflects dividend reinvestment transactions |
| Common StockSEC Table I · non-derivative | Indirectby 50% ownership in LLC | 10,701.5 |
Reported balance
Holding disclosure · report date 2026-06-12 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 10,701.5 F2: Reflects dividend reinvestment transactions |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F2: Reflects dividend reinvestment transactions
SB ONE BANCORP
Report date July 31, 2020 · Filed September 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2020-07-31 transaction · row 1
1 source rowRow 1 · 2020-07-31 · Disposition to issuer · Disposed 82,515.55 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 11, 2020, by and between Provident Financial Services, Inc. ("Provident") and SB One Bancorp ("SB One"). SB One Bancorp merged with and into Provident, with Provident continuing as the surviving entity. At the effective time of the Merger (the "Effective Time"), each share of SB One common stock issued and outstanding immediately prior to such time was converted into the right to receive 1.357 shares of Provident common stock, with a market value of $18.52 per share of SB One common stock based on the closing price of Provident common stock on July 31, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of March 11, 2020, by and between Provident Financial Services, Inc. ("Provident") and SB One Bancorp ("SB One"). SB One Bancorp merged with and into Provident, with Provident continuing as the surviving entity. At the effective time of the Merger (the "Effective Time"), each share of SB One common stock issued and outstanding immediately prior to such time was converted into the right to receive 1.357 shares of Provident common stock, with a market value of $18.52 per share of SB One common stock based on the closing price of Provident common stock on July 31, 2020.
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 25, 2017 Filed Jan 27, 2017 10:00 UTC | SB ONE BANCORP SBBX · Entity 146814 | GrantCommon Stock | 764.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001496877-17-000003 · primary_doc.xml · nonDerivative · entry 1 LISTA GEORGE · CIK 0001256421 · CEO Tri State Ins. Agency 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,553.46 F1 · shares: These shares represent dividends acquired through the Dividend Reinvestment Plan at American Stock Transfer and Trust Company. 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.