Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | EVP & CIO, OceanFirst Bank | 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.
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 | 103,949 |
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 4,226 · Balance 103,949 F1: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. |
| Common StockSEC Table I · non-derivative | IndirectESOP | 1,136 |
Reported balance
Holding disclosure · report date 2023-03-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,136 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $20.44 · Expires 2030-02-28 | Direct | 38,395 |
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 38,395 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FULTON FINANCIAL CORP
Report date December 31, 2024 · Filed February 10, 2025
Section 16 reporting ended · disclosed 2025-02-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $2.50 par value Common StockSEC Table I · non-derivative | Direct | 66.1557 |
Ending reported balance
After 2024-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-12-04 · Other · Acquired 11.0259 · Balance 11.0259 F1: Purchase made with cash in the Employee Stock Purchase Plan. Row 2 · 2024-12-05 · Other · Acquired 55.1298 · Balance 66.1557 F1: Purchase made with cash in the Employee Stock Purchase Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Purchase made with cash in the Employee Stock Purchase Plan.
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 |
|---|---|---|---|---|---|---|
| December 05, 2024 Filed Feb 10, 2025 18:41 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Other$2.50 par value Common Stock | 55.1298 | $18.14 | $1,000.00 |
DisclosureSEC source: 0001562180-25-001047 · primarydocument.xml · nonDerivative · entry 2 Sridharan Karthik · CIK 0001787869 · Sr Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66.1557 F1 · shares: Purchase made with cash in the Employee Stock Purchase Plan. Read SEC document |
| December 04, 2024 Filed Feb 10, 2025 18:41 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | Other$2.50 par value Common Stock | 11.0259 | $18.14 | $200.00 |
DisclosureSEC source: 0001562180-25-001047 · primarydocument.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · Sr Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11.0259 F1 · shares: Purchase made with cash in the Employee Stock Purchase Plan. Read SEC document |
| May 01, 2024 Filed May 3, 2024 15:25 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | GrantRestricted Stock Units · Derivative | 7,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003771 · primarydocument.xml · derivative · entry 1 Sridharan Karthik · CIK 0001787869 · Sr Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,915 Underlying: $2.50 par value Common Stock · 7,338 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Fulton Financial Corporation common stock. F2 · derivative.exercise_price: Restricted stock unit award granted May 1, 2024 under the Fulton Financial Corporation 2022 Amended and Restated Equity and Cash Incentive Compensation Plan. F3 · derivative.exercise_date: The restricted stock units cliff vest three years from the grant date. Vested shares will be delivered to the reporting person three years from the grant date. F3 · derivative.expiration_date: The restricted stock units cliff vest three years from the grant date. Vested shares will be delivered to the reporting person three years from the grant date. Read SEC document |
| September 01, 2023 Filed Sep 5, 2023 21:17 UTC | FULTON FINANCIAL CORP FULT · Entity 396 | GrantRestricted Stock Units · Derivative | 14,577 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006693 · primarydocument.xml · derivative · entry 1 Sridharan Karthik · CIK 0001787869 · Sr Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,577 Underlying: $2.50 par value Common Stock · 14,577 shares Expires not disclosed F1 · security: New Hire restricted stock unit award granted September 1, 2023 under the Fulton Financial Corporation 2022 Amended and Restated Equity and Cash Incentive Compensation Plan, which will cliff vest 18 months from the date of the grant. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Fulton Financial Corporation common stock, $2.50 par value per share. F3 · derivative.exercise_date: The restricted stock units cliff vest 18 months from the grant date. Vested shares will be delivered to the reporting person 18 months from the grant date. F3 · derivative.expiration_date: The restricted stock units cliff vest 18 months from the grant date. Vested shares will be delivered to the reporting person 18 months from the grant date. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 16:48 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 4,226 | $23.14 | $97,789.64 |
DisclosureSEC source: 0001004702-23-000067 · wf-form4_167846690172157.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,949 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 16:35 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000049 · wf-form4_167777492173026.xml · nonDerivative · entry 3 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,175 F3 · 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 |
| February 28, 2023 Filed Mar 2, 2023 16:35 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 17,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000049 · wf-form4_167777492173026.xml · nonDerivative · entry 2 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,398 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 16:35 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 11,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000049 · wf-form4_167777492173026.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,323 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 22:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 3,234 | $22.17 | $71,697.78 |
DisclosureSEC source: 0001004702-22-000066 · wf-form4_164686378174983.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,939 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 20:48 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Disposition to issuerCommon Stock | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000054 · wf-form4_164625405786677.xml · nonDerivative · entry 3 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,173 F3 · 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 |
| February 28, 2022 Filed Mar 2, 2022 20:48 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 18,096 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000054 · wf-form4_164625405786677.xml · nonDerivative · entry 2 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,396 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 20:48 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 12,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000054 · wf-form4_164625405786677.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,300 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 15:24 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 2,366 | $23.11 | $54,678.26 |
DisclosureSEC source: 0001004702-21-000083 · wf-form4_161495784570731.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,236 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 16:40 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000067 · wf-form4_161470321139620.xml · nonDerivative · entry 3 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,602 F3 · 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 16:40 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 13,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000067 · wf-form4_161470321139620.xml · nonDerivative · entry 2 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,825 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 16:40 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 16,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000067 · wf-form4_161470321139620.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,573 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 |
| February 28, 2020 Filed Mar 3, 2020 18:18 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 38,395 | $0.00 Strike: $20.44 | $0.00 |
DisclosureSEC source: 0001004702-20-000067 · wf-form4_158325946514871.xml · derivative · entry 3 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,395 Underlying: Common Stock · 38,395 shares Expires 2030-02-28 F3 · 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 18:18 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 6,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000067 · wf-form4_158325946514871.xml · nonDerivative · entry 2 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,950 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 18:18 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000067 · wf-form4_158325946514871.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,835 F1 · ownership.direct: Restricted shares awarded. Such shares vest in five equal annual installments beginning on March 1, 2021. Read SEC document |
| February 28, 2020 Filed Mar 4, 2020 20:12 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantStock Option (right to buy) · Derivative | 38,395 | $20.44 Strike: $20.44 | $784,793.80 |
DisclosureSEC source: 0001004702-20-000079 · wf-form4a_158335275170418.xml · derivative · entry 3 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,395 Underlying: Common Stock · 38,395 shares Expires 2030-02-28 F4 · ownership.direct: Options vest in five equal annual installments beginning on the date first exercisable. Read SEC document |
| February 28, 2020 Filed Mar 4, 2020 20:12 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 6,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000079 · wf-form4a_158335275170418.xml · nonDerivative · entry 2 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,005 F1 · balance_after: This form is being filed to correct the number of shares held by Mr. Sridharan on February 28, 2020. F3 · 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 4, 2020 20:12 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000079 · wf-form4a_158335275170418.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,890 F1 · balance_after: This form is being filed to correct the number of shares held by Mr. Sridharan on February 28, 2020. 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 |
| November 01, 2019 Filed Nov 4, 2019 20:23 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock · Derivative | 21,055 | $0.00 Strike: $23.75 | $0.00 |
DisclosureSEC source: 0001004702-19-000124 · wf-form4_157289901773101.xml · derivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,055 Underlying: Common Stock · 21,055 shares Expires 2029-11-01 F1 · balance_after: Options vest in installments beginning on the date exercisable. 8,422 options vest on March 1, 2021, and 4,211 options vest on March 1 of 2022, 2023, and 2024. Read SEC document |
| November 01, 2019 Filed Mar 4, 2020 20:09 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 21,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000077 · wf-form4a_158335254002813.xml · nonDerivative · entry 1 Sridharan Karthik · CIK 0001787869 · EVP & CIO, OceanFirst Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,055 F1 · shares: Due to a clerical error, the grant awarded to Mr. Sridharan on November 1, 2019 was inadvertently classified as stock options instead of restricted shares at the time of the original filing. This form is being filed to correct the number of restricted shares Mr. Sridharan was awarded on November 1, 2019. No stock options were awarded to Mr. Sridharan on this date. F2 · balance_after: Restricted shares awarded. 8,422 shares vest on March 1, 2021 and 4,211 shares vest on March 1 of 2022, 2023, and 2024. 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.