Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Senior EVP & CRO | 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 | 99,708 |
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 3,541 · Balance 99,708 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 ESOP | 361 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 361 |
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 19:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 3,541 | $18.58 | $65,791.78 |
DisclosureSEC source: 0001997904-26-000004 · wk-form4_1772827019.xml · nonDerivative · entry 1 Berninger David · CIK 0001997904 · Senior EVP & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,708 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 22:03 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 16,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001997904-26-000002 · wk-form4_1772575422.xml · nonDerivative · entry 2 Berninger David · CIK 0001997904 · Senior EVP & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,249 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 22:03 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 11,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001997904-26-000002 · wk-form4_1772575422.xml · nonDerivative · entry 1 Berninger David · CIK 0001997904 · Senior EVP & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,637 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 17:40 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,590 | $18.01 | $46,645.90 |
DisclosureSEC source: 0001004702-25-000063 · wk-form4_1741282840.xml · nonDerivative · entry 1 Berninger David · CIK 0001997904 · Senior EVP & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,561 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 21:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 16,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000038 · wk-form4_1741123327.xml · nonDerivative · entry 2 Berninger David · CIK 0001997904 · Senior EVP & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,151 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 21:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 11,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000038 · wk-form4_1741123327.xml · nonDerivative · entry 1 Berninger David · CIK 0001997904 · Senior EVP & CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,493 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 |
| February 28, 2024 Filed Mar 1, 2024 18:21 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 20,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000044 · wk-form4_1709317291.xml · nonDerivative · entry 2 Berninger David · CIK 0001997904 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,385 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 18:21 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 13,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000044 · wk-form4_1709317291.xml · nonDerivative · entry 1 Berninger David · CIK 0001997904 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,264 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 |
| December 01, 2023 Filed Dec 4, 2023 17:49 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 16,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000166 · wk-form4_1701712135.xml · nonDerivative · entry 1 Berninger David · CIK 0001997904 · EVP & Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,848 F1 · balance_after: Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2025. 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.