Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BANC OF CALIFORNIA, INC.BANC · Entity 4259 | Director | May 07, 2025 | May 09, 2025 |
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director | June 01, 2026 | June 03, 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.
BANC OF CALIFORNIA, INC.
Report date May 07, 2025 · Filed May 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,545 |
Reported balance
After 2025-05-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-07 · Grant · Acquired 5,883 · Balance 14,545 F1: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for his service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on the one-year anniversary of the grant date. F2: Amount reported includes 93 shares of the Issuer's common stock acquired pursuant to Issuer's Dividend Reinvestment Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for his service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on the one-year anniversary of the grant date.
F2: Amount reported includes 93 shares of the Issuer's common stock acquired pursuant to Issuer's Dividend Reinvestment Plan.
OCEANFIRST FINANCIAL CORP
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| May 07, 2025 Filed May 9, 2025 20:46 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 5,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003720 · primarydocument.xml · nonDerivative · entry 1 Schell Todd · CIK 0002000176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,545 F1 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for his service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on the one-year anniversary of the grant date. F2 · balance_after: Amount reported includes 93 shares of the Issuer's common stock acquired pursuant to Issuer's Dividend Reinvestment Plan. Read SEC document |
| May 09, 2024 Filed May 13, 2024 22:43 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 5,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003994 · primarydocument.xml · nonDerivative · entry 1 Schell Todd · CIK 0002000176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,569 F1 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for his service on the Issuer's Board of Directors. Shares will be issued in full upon vesting, which is scheduled to occur on the one-year anniversary of the grant date. Read SEC document |
| December 08, 2023 Filed Dec 13, 2023 01:08 UTC | BANC OF CALIFORNIA, INC. BANC · Entity 4259 | GrantCommon Stock | 3,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-008332 · primarydocument.xml · nonDerivative · entry 1 Schell Todd · CIK 0002000176 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,203 F1 · kind: Represents restricted stock units ("RSUs") issued to the Reporting Person as consideration for service on the Issuer's Board of Directors from November 30, 2023, the completion of the merger of the Issuer with PacWest Bancorp, until the Issuer's 2024 Annual Stockholder Meeting. Shares will be issued in full upon vesting, which is scheduled to occur May 9, 2024. 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.