Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director · Senior EVP and COO | March 04, 2026 | March 06, 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 March 04, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 320,152 |
Reported balance
After 2026-03-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-04 · Tax withholding · Disposed 9,499 · Balance 320,152 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 12,976 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,976 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 15,093 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 15,093 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 783 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 783 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.01 · Expires 2027-03-15 | Direct | 45,000 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 45,000 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.40 · Expires 2028-01-24 | Direct | 15,485 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 15,485 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.20 · Expires 2029-03-01 | Direct | 100,670 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 100,670 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.44 · Expires 2030-02-28 | Direct | 153,585 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 153,585 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 04, 2026 Filed Mar 6, 2026 19:54 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 9,499 | $18.58 | $176,491.42 |
DisclosureSEC source: 0001424070-26-000006 · wk-form4_1772826855.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 320,152 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 |
| March 01, 2026 Filed Mar 3, 2026 22:00 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 31,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001424070-26-000004 · wk-form4_1772575203.xml · nonDerivative · entry 3 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,651 F3 · ownership.direct: Represents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 22:00 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 39,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001424070-26-000004 · wk-form4_1772575203.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360,954 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 22:00 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 26,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001424070-26-000004 · wk-form4_1772575203.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,502 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 |
| February 17, 2026 Filed Feb 18, 2026 20:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 37,500 | $17.28 Strike: $17.28 | $648,000.00 |
DisclosureSEC source: 0001424070-26-000002 · wk-form4_1771445395.xml · derivative · entry 6 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2026-03-16 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 |
| February 17, 2026 Filed Feb 18, 2026 20:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 34,460 | $19.71 | $679,206.60 |
DisclosureSEC source: 0001424070-26-000002 · wk-form4_1771445395.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,198 F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 17, 2026 Filed Feb 18, 2026 20:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 37,500 | $17.28 | $648,000.00 |
DisclosureSEC source: 0001424070-26-000002 · wk-form4_1771445395.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,658 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 |
| May 15, 2025 Filed May 16, 2025 14:24 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | OtherSeries A Redeemable Preferred Stock | 4,000 | $25.00 | $100,000.00 |
DisclosureSEC source: 0001004702-25-000089 · wk-form4_1747405467.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · ownership.direct: This transaction reflects the redemption by the issuer of all outstanding shares of 7.00% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A, par value $0.01 per share, which was first reported by the issuer on April 11, 2025. Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 17:37 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 13,769 | $18.01 | $247,979.69 |
DisclosureSEC source: 0001004702-25-000059 · wk-form4_1741282643.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,158 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 |
| March 03, 2025 Filed Mar 4, 2025 21:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 23,198 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000045 · wk-form4_1741123896.xml · nonDerivative · entry 5 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,927 F5 · ownership.direct: Represents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2022, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 7,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000045 · wk-form4_1741123896.xml · nonDerivative · entry 4 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 329,125 F4 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 26, 2021, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future. Read SEC document |
| March 03, 2025 Filed Mar 4, 2025 21:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 4,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000045 · wk-form4_1741123896.xml · nonDerivative · entry 3 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,718 F3 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2020, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 39,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000045 · wk-form4_1741123896.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,610 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 21:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 26,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000045 · wk-form4_1741123896.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · Senior EVP and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,048 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 |
| March 05, 2024 Filed Mar 7, 2024 21:33 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 8,496 | $14.93 | $126,845.28 |
DisclosureSEC source: 0001004702-24-000067 · wk-form4_1709847174.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 275,672 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, 2024 Filed Mar 1, 2024 19:07 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000054 · wk-form4_1709320064.xml · nonDerivative · entry 5 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,168 F5 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 26, 2021, for failure to satisfy performance conditions. Remaining shares earned under this award will vest on March 1, 2025, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 19:07 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 4,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000054 · wk-form4_1709320064.xml · nonDerivative · entry 4 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,699 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 March 1, 2025, subject to the satisfaction of performance criteria. Total includes other unvested shares that vest in the future. Read SEC document |
| March 01, 2024 Filed Mar 1, 2024 19:07 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000054 · wk-form4_1709320064.xml · nonDerivative · entry 3 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291,591 F3 · ownership.direct: Represents forfeiture of unvested performance-based restricted shares, originally awarded on February 28, 2019, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 19:07 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 47,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000054 · wk-form4_1709320064.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 294,091 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 19:07 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 31,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000054 · wk-form4_1709320064.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 246,304 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 |
| June 15, 2023 Filed Jun 20, 2023 18:52 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 11,250 | $14.55 Strike: $14.55 | $163,687.50 |
DisclosureSEC source: 0001004702-23-000128 · wk-form4_1687287143.xml · derivative · entry 7 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 shares Expires 2023-06-17 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. F4 · ownership.direct: Options vest in five equal annual installments beginning on the date first exercisable. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 18:52 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 10,530 | $16.65 | $175,324.50 |
DisclosureSEC source: 0001004702-23-000128 · wk-form4_1687287143.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 214,444 F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 18:52 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 11,250 | $14.55 | $163,687.50 |
DisclosureSEC source: 0001004702-23-000128 · wk-form4_1687287143.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,974 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 |
| May 04, 2023 Filed May 8, 2023 15:51 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | PurchaseSeries A Redeemable Preferred Stock | 1,000 | $19.00 | $19,000.00 |
DisclosureSEC source: 0001004702-23-000108 · wf-form4_168356110503395.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 F1 · security: The actual title of this share class is "Depository shares, each representing a 1/40th Interest in a share of its 7.00 % Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A, par value $0.01 per share". Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 13:53 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | PurchaseSeries A Redeemable Preferred Stock | 1,000 | $21.99 | $21,990.00 |
DisclosureSEC source: 0001004702-23-000087 · wf-form4a_167897481323480.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · ownership.direct: The actual title of this share class is "Depository shares, each representing a 1/40th Interest in a share of its 7.00 % Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A, par value $0.01 per share". Read SEC document |
| March 13, 2023 Filed Mar 15, 2023 15:56 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | PurchaseSeries A Redeemable Preferred Stock | 1,000 | $21.99 | $21,990.00 |
DisclosureSEC source: 0001004702-23-000083 · wf-form4_167889576779554.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 F1 · security: The actual title of this share class is "Depository shares, each representing a 1/40th Interest in a share of its 7.00 % Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A, par value $0.01 per share". F2 · ownership.direct: Total includes shares of restricted common stock that have not yet vested. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 16:36 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 9,990 | $23.14 | $231,168.60 |
DisclosureSEC source: 0001004702-23-000061 · wf-form4_167846615430249.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 213,724 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 4,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000047 · wf-form4_167777465699445.xml · nonDerivative · entry 4 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,714 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000047 · wf-form4_167777465699445.xml · nonDerivative · entry 3 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,606 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 31,303 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000047 · wf-form4_167777465699445.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,106 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 20,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000047 · wf-form4_167777465699445.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,803 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 |
| May 17, 2022 Filed May 18, 2022 20:03 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | PurchaseSeries A Redeemable Preferred Stock | 1,000 | $25.13 | $25,134.40 |
DisclosureSEC source: 0001004702-22-000097 · wf-form4_165290415142254.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · security: The actual title of this share class is "Depository shares, each representing a 1/40th Interest in a share of its 7.00 % Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A, par value $0.01 per share". Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:14 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 5,325 | $22.17 | $118,055.25 |
DisclosureSEC source: 0001004702-22-000068 · wf-form4_164686404122563.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,931 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 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 4,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000048 · wf-form4_164625196259539.xml · nonDerivative · entry 4 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,256 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 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000048 · wf-form4_164625196259539.xml · nonDerivative · entry 3 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 189,148 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 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 33,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000048 · wf-form4_164625196259539.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,648 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 20:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 22,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000048 · wf-form4_164625196259539.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,471 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 |
| May 07, 2021 Filed Jun 22, 2021 19:11 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | PurchaseSeries A Redeemable Preferred Stock | 1,000 | $27.82 | $27,820.00 |
DisclosureSEC source: 0001004702-21-000104 · wf-form4_162438903991595.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 F1 · security: The actual title of this share class is "Depository shares, each representing a 1/40th Interest in a share of its 7.00 % Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A, par value $0.01 per share". Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 15:19 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 494 | $23.11 | $11,416.34 |
DisclosureSEC source: 0001004702-21-000079 · wf-form4_161495753603593.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,355 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 4,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000061 · wf-form4_161470270176357.xml · nonDerivative · entry 5 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,849 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000061 · wf-form4_161470270176357.xml · nonDerivative · entry 4 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,741 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 5,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000061 · wf-form4_161470270176357.xml · nonDerivative · entry 3 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,241 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 30,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000061 · wf-form4_161470270176357.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,959 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 16:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 25,312 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000061 · wf-form4_161470270176357.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,587 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 20:20 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,510 | $20.96 | $31,642.05 |
DisclosureSEC source: 0001004702-20-000083 · wf-form4_158335318708715.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · EVP, COO OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,275 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 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000061 · wf-form4_158325824517819.xml · nonDerivative · entry 4 Lebel Joseph III · CIK 0001424070 · EVP, COO OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,785 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 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 5,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000061 · wf-form4_158325824517819.xml · nonDerivative · entry 3 Lebel Joseph III · CIK 0001424070 · EVP, COO OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,817 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 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 153,585 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0001004702-20-000061 · wf-form4_158325824517819.xml · derivative · entry 8 Lebel Joseph III · CIK 0001424070 · EVP, COO OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,585 Underlying: Common Stock · 153,585 shares Expires 2030-02-28 F7 · 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 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 24,460 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000061 · wf-form4_158325824517819.xml · nonDerivative · entry 2 Lebel Joseph III · CIK 0001424070 · EVP, COO OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,535 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 17:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000061 · wf-form4_158325824517819.xml · nonDerivative · entry 1 Lebel Joseph III · CIK 0001424070 · EVP, COO OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,075 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.