Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Chief of Banking Ops, OFB | March 05, 2024 | March 07, 2024 |
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 05, 2024 · Filed March 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,479 |
Reported balance
After 2024-03-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-05 · Sale · Disposed 1,980 · Balance 20,479 F1: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 7,316 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,316 |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 3,478 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 3,478 F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectBy Son A | 182 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 182 |
| Common StockSEC Table I · non-derivative | IndirectBy Son B | 182 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 182 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.34 · Expires 2024-12-31 | Direct | 14,628 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 14,628 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.34 · Expires 2024-12-31 | Direct | 10,372 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 10,372 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $17.28 · Expires 2026-03-16 | Direct | 7,500 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,500 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $29.01 · Expires 2027-03-15 | Direct | 3,750 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,750 |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $27.40 · Expires 2028-01-24 | Direct | 3,585 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 3,585 |
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: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c).
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 05, 2024 Filed Mar 7, 2024 21:24 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,980 | $14.81 | $29,323.80 |
DisclosureSEC source: 0001004702-24-000058 · wk-form4_1709846630.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief of Banking Ops, OFB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,479 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| October 26, 2023 Filed Oct 30, 2023 17:12 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | PurchaseCommon Stock | 2,345 | $12.75 | $29,895.00 |
DisclosureSEC source: 0001004702-23-000156 · wk-form4_1698685952.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief of Banking Ops, OFB 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,459 F1 · ownership.direct: Total includes shares of restricted common stock that have not yet vested. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 16:56 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,691 | $23.18 | $39,197.38 |
DisclosureSEC source: 0001004702-23-000071 · wf-form4_167846737456666.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief Retail Officer, OFB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,114 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 22:21 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,767 | $22.17 | $39,174.39 |
DisclosureSEC source: 0001004702-22-000072 · wf-form4_164686444528179.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief Retail Officer, OFB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,805 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 15:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,451 | $23.11 | $33,532.61 |
DisclosureSEC source: 0001004702-21-000087 · wf-form4_161495830187124.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief Retail Officer, OFB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,572 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 16:47 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 4,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000073 · wf-form4_161470362811838.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief Retail Officer, OFB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,023 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 20:29 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | SaleCommon Stock | 1,247 | $20.77 | $25,905.80 |
DisclosureSEC source: 0001004702-20-000089 · wf-form4_158335372654119.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief Retail Officer, OFB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,423 F1 · ownership.direct: Sale of a portion of vesting restricted stock to pay associated taxes. Total includes unvested restricted stock. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 18:29 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 4,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000073 · wf-form4_158326012352874.xml · nonDerivative · entry 1 GIORDANO ANTHONY III · CIK 0001199394 · Chief Retail Officer, OFB 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,670 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.