Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Senior EVP & Corp. Secretary | 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 | 202,999 |
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 4,629 · Balance 202,999 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) | 10,234 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,234 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 7,759 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,759 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $29.01 · Expires 2027-03-15 | Direct | 37,500 |
Reported balance
Holding disclosure · report date 2026-03-04 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 37,500 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.40 · Expires 2028-01-24 | Direct | 12,915 |
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 12,915 |
| 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 2026-03-04 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 50,335 |
| 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 2026-03-04 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 76,790 |
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 02, 2020 Filed Mar 3, 2020 18:04 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 4,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000063 · wf-form4_158325865419864.xml · nonDerivative · entry 3 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,621 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 18:04 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 76,790 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0001004702-20-000063 · wf-form4_158325865419864.xml · derivative · entry 7 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 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 18:04 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 12,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000063 · wf-form4_158325865419864.xml · nonDerivative · entry 2 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,366 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 18:04 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 3,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000063 · wf-form4_158325865419864.xml · nonDerivative · entry 1 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,136 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 01, 2019 Filed Mar 4, 2019 17:39 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000061 · wf-form4_155172113011479.xml · nonDerivative · entry 3 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,466 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 17:39 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 50,335 | $0.00 Strike: $25.20 | $0.00 |
DisclosureSEC source: 0001004702-19-000061 · wf-form4_155172113011479.xml · derivative · entry 6 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,335 Underlying: Common Stock · 50,335 shares Expires 2029-03-01 F5 · 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 17:39 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 7,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000061 · wf-form4_155172113011479.xml · nonDerivative · entry 2 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,352 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 17:39 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,975 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000061 · wf-form4_155172113011479.xml · nonDerivative · entry 1 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,012 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 |
| June 07, 2018 Filed Jun 11, 2018 16:46 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 9,750 | $11.32 Strike: $11.32 | $110,370.00 |
DisclosureSEC source: 0001004702-18-000113 · wf-form4_152873554993635.xml · derivative · entry 5 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,750 shares Expires 2020-09-07 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 |
| June 07, 2018 Filed Jun 11, 2018 16:46 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 5,700 | $30.75 | $175,275.00 |
DisclosureSEC source: 0001004702-18-000113 · wf-form4_152873554993635.xml · nonDerivative · entry 2 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,037 F1 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 16:46 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 9,750 | $11.32 | $110,370.00 |
DisclosureSEC source: 0001004702-18-000113 · wf-form4_152873554993635.xml · nonDerivative · entry 1 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,737 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 |
| January 31, 2018 Filed Feb 1, 2018 22:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | OtherCommon Stock | 464 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000047 · wf-form4_151752375966888.xml · nonDerivative · entry 1 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,987 F1 · shares: Shares reported in column 4 represent an estimate of shares acquired by the reporting person in the merger (the "Merger") of Sun Bancorp, Inc. ("Sun") with and into OceanFirst Financial Corp. ("OceanFirst") based on the preliminary election results of the Sun shareholders in the Merger. If the actual number of OceanFirst shares acquired by the reporting person in the Merger, as reflected in the final election results, is different that the number of OceanFirst shares reported on this Form 4, then the actual number of OceanFirst shares acquired by the reporting person in the Merger will be reported on an amendment to this Form 4. F2 · ownership.direct: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 24, 2018 Filed Jan 25, 2018 23:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 12,915 | $0.00 Strike: $27.40 | $0.00 |
DisclosureSEC source: 0001004702-18-000036 · wf-form4_151692380810480.xml · derivative · entry 5 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,915 Underlying: Common Stock · 12,915 shares Expires 2028-01-24 F4 · ownership.direct: Options vest in five equal annual installments beginning on the date first exercisable. Read SEC document |
| January 24, 2018 Filed Jan 25, 2018 23:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 14,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000036 · wf-form4_151692380810480.xml · nonDerivative · entry 2 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,523 F2 · ownership.direct: One third of such shares vest on each of March 1, 2019, 2020, and 2021 at approximately 60% or approximately 80% to 100% depending on the attainment of defined performance criteria for each of the calendar years ended 2018, 2019, and 2020, or are forfeited if threshold performance is not met. Total includes other restricted shares that vest in the future. Read SEC document |
| January 24, 2018 Filed Jan 25, 2018 23:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 7,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000036 · wf-form4_151692380810480.xml · nonDerivative · entry 1 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,288 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2019. Total includes other restricted shares that vest in the future. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 19:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 37,500 | $0.00 Strike: $29.01 | $0.00 |
DisclosureSEC source: 0001004702-17-000084 · wf-form4_148969157694286.xml · derivative · entry 4 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 37,500 shares Expires 2027-03-15 F3 · ownership.direct: Options vest in five equal annual installments beginning on the date first exercisable. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 19:13 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000084 · wf-form4_148969157694286.xml · nonDerivative · entry 1 Tsimbinos Steven James · CIK 0001501127 · Executive VP/Corp. Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,598 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2018. 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.