Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director | February 27, 2026 | March 03, 2026 |
| PGIM Short Duration High Yield Opportunities FundSDHY · Entity 5671 | Director | October 30, 2020 | October 30, 2020 |
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 February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,158 |
Reported balance
After 2026-02-27 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 2,769 · Balance 24,158 F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.
PGIM Short Duration High Yield Opportunities Fund
Report date October 30, 2020 · Filed October 30, 2020
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUN BANCORP INC /NJ/
Report date January 31, 2018 · Filed February 01, 2018
Section 16 reporting ended · disclosed 2018-02-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-01-31 transaction · row 1
1 source rowRow 1 · 2018-01-31 · Disposition to issuer · Disposed 4,180 · Balance 0 F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| February 27, 2026 Filed Mar 3, 2026 21:50 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,769 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-26-000019 · wk-form4_1772574656.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,158 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 18:06 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-25-000030 · wk-form4_1741111573.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,389 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three 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 18:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 3,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000032 · wk-form4_1709316542.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,611 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2025. Total includes other restricted shares that vest in the future. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 18:22 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000057 · wf-form4_167778135192348.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,257 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2024. Total includes other restricted shares that vest in the future. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 20:45 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000042 · wf-form4_164616749425454.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,148 F1 · ownership.direct: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2023. Total includes other restricted shares that vest in the future. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 20:44 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000075 · wf-form4_161471785446750.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,913 F1 · balance_after: Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2022. Total includes other restricted shares that vest in the future. Read SEC document |
| March 02, 2020 Filed Mar 3, 2020 17:25 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000051 · wf-form4_158325633067908.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,612 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 |
| February 28, 2020 Filed Mar 4, 2020 20:04 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000075 · wf-form4a_158335224744984.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,612 F1 · date: This form is being filed to correct the date that the restricted shares were awarded to Ms. Torres. F2 · 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 |
| February 28, 2019 Filed Mar 4, 2019 16:45 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000047 · wf-form4_155171791777164.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,167 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 |
| February 27, 2018 Filed Feb 27, 2018 14:34 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000073 · wf-form4_151974207044948.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,977 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2019. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 14:04 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 3,882 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-002452 · doc4.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,882 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 than 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. Read SEC document |
| January 31, 2018 Filed Feb 1, 2018 13:54 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | Disposition to issuerCommon Stock | 4,180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-18-000535 · primarydocument.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: On January 31, 2018 , pursuant to the Agreement and Plan of Merger, dated as of June 30, 2017 (the "Merger Agreement"), by and among Sun Bancorp, Inc. ("Sun"), Mercury Sub Corp. ("Merger Sub") and OceanFirst Financial Corp. ("Ocean"), Merger Sub merged with and into Sun (the "Merger"), with Sun as the surviving corporation in the Merger. Under the terms and conditions of the Merger Agreement, at the effective time of the Merger, each share of Sun common stock was converted into the right to receive either $24.99 in cash (the "Cash Consideration") or .9289 shares of Ocean common stock, at the election of the holder and subject to procedures applicable to oversubscription and undersubscription for Cash Consideration set forth in the Merger Agreement. Read SEC document |
| December 14, 2016 Filed Dec 15, 2016 12:07 UTC | SUN BANCORP INC /NJ/ SNBC · Entity 169861 | GrantCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-16-003789 · primarydocument.xml · nonDerivative · entry 1 TORRES GRACE C · CIK 0001246178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,180 F1 · shares: Restricted Stock Award of 1,500 shares of Common Stock awarded on 12/14/16 with a Grant Date of 01/01/17 which vest one year from the Grant Date. F2 · balance_after: Includes Restricted Stock Award of 1,500 shares of Common Stock awarded on 12/14/16 with a Grant Date of 01/01/17 which vest one year from the Grant Date, Restricted Stock Award of 1,500 shares granted 01/01/16 which vest one year from the date of grant, and Restricted Stock Award of 430 shares granted 12/31/15 which vest one year from the date of grant. 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.