Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC.BRBS · Entity 5786 | Chief Risk Officer | January 23, 2026 | March 24, 2026 |
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Executive Vice President & CRO | March 08, 2023 | March 10, 2023 |
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.
BLUE RIDGE BANKSHARES, INC.
Report date January 23, 2026 · Filed March 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 310,026 |
Ending reported balance
After 2026-03-20 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-01-23 · Disposition to issuer · Disposed 66,666 · Balance 333,334 F1: Represents forfeiture of performance-based restricted shares for failure to satisfy performance conditions. Row 2 · 2026-01-23 · Tax withholding · Disposed 23,308 · Balance 310,026 Row 3 · 2026-03-20 · Disposition to issuer · Disposed 120,000 · Balance 190,026 F2: Reflects cancellation of award of performance-based restricted stock. Row 4 · 2026-03-20 · Grant · Acquired 120,000 · Balance 310,026 F3: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents forfeiture of performance-based restricted shares for failure to satisfy performance conditions.
F2: Reflects cancellation of award of performance-based restricted stock.
F3: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule.
OCEANFIRST FINANCIAL CORP
Report date March 08, 2023 · Filed March 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,775 |
Reported balance
After 2023-03-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-08 · Tax withholding · Disposed 4,523 · Balance 95,775 F1: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 1,902 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,902 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.40 · Expires 2028-01-24 | Direct | 9,190 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 9,190 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.20 · Expires 2029-03-01 | Direct | 50,335 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 50,335 F2: Options vest in five equal annual installments beginning on the date first exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.44 · Expires 2030-02-28 | Direct | 76,790 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 76,790 F2: Options vest in five equal annual installments beginning on the date first exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock.
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 |
|---|---|---|---|---|---|---|
| March 20, 2026 Filed Mar 24, 2026 21:46 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001733551-26-000003 · ownership.xml · nonDerivative · entry 4 Vallacchi Grace · CIK 0001733551 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,026 F3 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| March 20, 2026 Filed Mar 24, 2026 21:46 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Disposition to issuerCommon Stock | 120,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001733551-26-000003 · ownership.xml · nonDerivative · entry 3 Vallacchi Grace · CIK 0001733551 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,026 F2 · shares: Reflects cancellation of award of performance-based restricted stock. Read SEC document |
| January 23, 2026 Filed Mar 24, 2026 21:46 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Tax withholdingCommon Stock | 23,308 | $4.33 | $100,923.64 |
DisclosureSEC source: 0001733551-26-000003 · ownership.xml · nonDerivative · entry 2 Vallacchi Grace · CIK 0001733551 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310,026 Read SEC document |
| January 23, 2026 Filed Mar 24, 2026 21:46 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | Disposition to issuerCommon Stock | 66,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001733551-26-000003 · ownership.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,334 F1 · kind: Represents forfeiture of performance-based restricted shares for failure to satisfy performance conditions. Read SEC document |
| April 29, 2025 Filed May 1, 2025 20:35 UTC | BLUE RIDGE BANKSHARES, INC. BRBS · Entity 5786 | GrantCommon Stock | 400,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-061915 · ownership.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,000 F1 · shares: Award of performance-based restricted stock subject to company performance achievements and a vesting schedule. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 16:45 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 4,523 | $23.14 | $104,662.22 |
DisclosureSEC source: 0001004702-23-000065 · wf-form4_167846673049658.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,775 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000053 · wf-form4_167777538041790.xml · nonDerivative · entry 4 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,298 F4 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2020, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on each of March 1 of 2024 and 2025, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| March 01, 2023 Filed Mar 2, 2023 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000053 · wf-form4_167777538041790.xml · nonDerivative · entry 3 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,744 F3 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2019, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on March 1, 2024, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 13,597 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000053 · wf-form4_167777538041790.xml · nonDerivative · entry 2 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,212 F2 · ownership.direct: Restricted shares awarded. Such shares vest on March 1, 2026 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2023 through December 31, 2025, 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, 2023 Filed Mar 2, 2023 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 9,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000053 · wf-form4_167777538041790.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,615 F1 · ownership.direct: Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2024. Total includes other restricted shares that vest in the future. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:06 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 3,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000064 · wf-form4_164686359475674.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,547 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 20:53 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000056 · wf-form4_164625437156438.xml · nonDerivative · entry 4 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,113 F4 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2020, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on each of March 1 of 2023, 2024, and 2025, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 20:53 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000056 · wf-form4_164625437156438.xml · nonDerivative · entry 3 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,559 F3 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2019, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on each of March 1 of 2023 and 2024, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:53 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 18,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000056 · wf-form4_164625437156438.xml · nonDerivative · entry 2 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,027 F2 · ownership.direct: Restricted shares awarded. Such shares vest on March 1, 2025 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2022 through December 31, 2024, 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, 2022 Filed Mar 2, 2022 20:53 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 12,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000056 · wf-form4_164625437156438.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,931 F1 · ownership.direct: Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2023. Total includes other restricted shares that vest in the future. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 15:29 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,065 | $23.11 | $24,612.15 |
DisclosureSEC source: 0001004702-21-000085 · wf-form4_161495818694489.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,867 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000069 · wf-form4_161470340421950.xml · nonDerivative · entry 5 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,932 F5 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2020, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on each of March 1 of 2022, 2023, 2024, and 2025, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000069 · wf-form4_161470340421950.xml · nonDerivative · entry 4 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,378 F4 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2019, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on each of March 1 of 2022, 2023, and 2024, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 3,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000069 · wf-form4_161470340421950.xml · nonDerivative · entry 3 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,846 F3 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on January 24, 2018, for failure to satisfy performance conditions. Total includes other unvested restricted shares that vest in the future. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 13,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000069 · wf-form4_161470340421950.xml · nonDerivative · entry 2 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,252 F2 · ownership.direct: Restricted shares awarded vest in four equal installments beginning on March 1, 2022 at approximately 67% or approximately 83% to 100% depending on the attainment of defined performance criteria for each of the calendar years ended 2021, 2022, 2023, and 2024, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 16:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 16,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000069 · wf-form4_161470340421950.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Director · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 F1 · ownership.direct: Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2022. Total includes other restricted shares that vest in the future. Read SEC document |
| March 03, 2020 Filed Mar 4, 2020 20:25 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,218 | $20.96 | $25,523.19 |
DisclosureSEC source: 0001004702-20-000087 · wf-form4_158335354046456.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,432 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 18:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000069 · wf-form4_158325976066447.xml · nonDerivative · entry 4 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,650 F4 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2019, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on each of March 1 of 2021, 2022, 2023, and 2024, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 18:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 3,406 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000069 · wf-form4_158325976066447.xml · nonDerivative · entry 3 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,205 F3 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on January 24, 2018, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on March 1, 2021, subject to the satisfaction of performance criteria. Total includes other unvested restricted shares that vest in the future. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 18:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 76,790 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0001004702-20-000069 · wf-form4_158325976066447.xml · derivative · entry 6 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,790 Underlying: Common Stock · 76,790 shares Expires 2030-02-28 F6 · ownership.direct: Options vest in five equal annual installments beginning on the date first exercisable. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 18:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 12,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000069 · wf-form4_158325976066447.xml · nonDerivative · entry 2 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,611 F2 · ownership.direct: Restricted shares awarded. Such shares vest in five equal installments beginning on March 1, 2021 at approximately 60% or approximately 80% to 100% depending on the attainment of defined performance criteria for each of the calendar years ended 2020, 2021, 2022, 2023, and 2024, 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, 2020 Filed Mar 3, 2020 18:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 3,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000069 · wf-form4_158325976066447.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,381 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2021. Total includes other restricted shares that vest in the future. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 16:52 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,700 | $24.75 | $42,075.00 |
DisclosureSEC source: 0001004702-19-000071 · wf-form4_155197752771596.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,711 F1 · price: This transaction was executed in multiple trades at prices ranging from $24.71 to $24.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the numbers of shares and prices at which the transaction was effected. F2 · balance_after: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| March 01, 2019 Filed Mar 4, 2019 17:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000063 · wf-form4_155172141711040.xml · nonDerivative · entry 3 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,411 F3 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on January 24, 2018, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on March 1 of 2020 and 2021, subject to the satisfaction of performance criteria. Total includes other unvested restricted shares that vest in the future. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 17:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 50,335 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001004702-19-000063 · wf-form4_155172141711040.xml · derivative · entry 4 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,335 Underlying: Common Stock · 50,335 shares Expires 2029-03-01 F4 · ownership.direct: Options vest in five equal annual installments beginning on the date first exercisable. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 17:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000063 · wf-form4_155172141711040.xml · nonDerivative · entry 2 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,688 F2 · ownership.direct: Shares vest in five equal installments beginning on March 1, 2020 at approximately 60% or approximately 80% to 100% depending on the attainment of defined performance criteria for each of the calendar years ended 2019, 2020, 2021, 2022, and 2023, 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, 2019 Filed Mar 4, 2019 17:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000063 · wf-form4_155172141711040.xml · nonDerivative · entry 1 Vallacchi Grace · CIK 0001733551 · Executive Vice President & CRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,348 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2020. 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.