Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OCEANFIRST FINANCIAL CORPOCFC · Entity 4580 | Director | February 28, 2024 | March 01, 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 February 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,882 |
Reported balance
After 2024-02-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-02-28 · Grant · Acquired 3,354 · Balance 51,882 F1: 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. F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11.
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 28, 2024 Filed Mar 1, 2024 18:12 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 3,354 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-24-000036 · wk-form4_1709316746.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,882 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. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 14:44 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-23-000038 · wf-form4_167776828281421.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,144 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. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 19:55 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 3,500 | $0.00 Strike: $14.62 | $0.00 |
DisclosureSEC source: 0001004702-23-000006 · wf-form4_167467651964167.xml · derivative · entry 3 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2023-02-15 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 |
| January 23, 2023 Filed Jan 25, 2023 19:55 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,206 | $23.20 | $51,179.20 |
DisclosureSEC source: 0001004702-23-000006 · wf-form4_167467651964167.xml · nonDerivative · entry 2 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,977 F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 23, 2023 Filed Jan 25, 2023 19:55 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 3,500 | $14.62 | $51,170.00 |
DisclosureSEC source: 0001004702-23-000006 · wf-form4_167467651964167.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,183 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 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 20:57 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-22-000046 · wf-form4_164616824566011.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,491 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. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 20:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 3,500 | $13.83 Strike: $13.83 | $48,405.00 |
DisclosureSEC source: 0001004702-22-000002 · wf-form4_164262296505864.xml · derivative · entry 3 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2022-02-15 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 |
| January 18, 2022 Filed Jan 19, 2022 20:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,055 | $23.56 | $48,415.80 |
DisclosureSEC source: 0001004702-22-000002 · wf-form4_164262296505864.xml · nonDerivative · entry 2 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,205 F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 18, 2022 Filed Jan 19, 2022 20:09 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 3,500 | $13.83 | $48,405.00 |
DisclosureSEC source: 0001004702-22-000002 · wf-form4_164262296505864.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,260 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 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 15:43 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-21-000054 · wf-form4_161469980616768.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,600 F1 · ownership.direct: 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. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 19:30 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 3,500 | $13.87 Strike: $13.87 | $48,545.00 |
DisclosureSEC source: 0001004702-21-000002 · wf-form4_161056618932233.xml · derivative · entry 3 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,500 shares Expires 2021-02-18 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 |
| January 12, 2021 Filed Jan 13, 2021 19:30 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,362 | $20.56 | $48,562.72 |
DisclosureSEC source: 0001004702-21-000002 · wf-form4_161056618932233.xml · nonDerivative · entry 2 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,245 F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 12, 2021 Filed Jan 13, 2021 19:30 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 3,500 | $13.87 | $48,545.00 |
DisclosureSEC source: 0001004702-21-000002 · wf-form4_161056618932233.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,607 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 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 17:31 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-20-000053 · wf-form4_158325667419522.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,891 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. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 17:03 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 3,310 | $10.00 Strike: $10.00 | $33,100.00 |
DisclosureSEC source: 0001004702-20-000006 · wf-form4_157902136303438.xml · derivative · entry 3 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,310 shares Expires 2020-02-17 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 |
| January 13, 2020 Filed Jan 14, 2020 17:03 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,307 | $25.33 | $33,106.31 |
DisclosureSEC source: 0001004702-20-000006 · wf-form4_157902136303438.xml · nonDerivative · entry 2 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,399 F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 13, 2020 Filed Jan 14, 2020 17:03 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 3,310 | $10.00 | $33,100.00 |
DisclosureSEC source: 0001004702-20-000006 · wf-form4_157902136303438.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,706 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 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 16:50 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-19-000049 · wf-form4_155171820246126.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,257 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. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. Read SEC document |
| January 24, 2019 Filed Jan 25, 2019 19:18 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 2,363 | $12.28 Strike: $12.28 | $29,017.64 |
DisclosureSEC source: 0001004702-19-000006 · wf-form4_154844392125955.xml · derivative · entry 3 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,363 shares Expires 2019-02-18 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 |
| January 24, 2019 Filed Jan 25, 2019 19:18 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,230 | $23.60 | $29,028.00 |
DisclosureSEC source: 0001004702-19-000006 · wf-form4_154844392125955.xml · nonDerivative · entry 2 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,026 F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 24, 2019 Filed Jan 25, 2019 19:18 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,363 | $12.28 | $29,017.64 |
DisclosureSEC source: 0001004702-19-000006 · wf-form4_154844392125955.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,256 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 · balance_after: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · balance_after: Total includes shares of restricted Common stock that have not yet vested. Read SEC document |
| January 24, 2018 Filed Jan 25, 2018 23:23 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-18-000024 · wf-form4_151692256768937.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,753 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 |
| January 22, 2018 Filed Jan 23, 2018 21:49 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (right to buy) · Derivative | 2,363 | $16.81 Strike: $16.81 | $39,722.03 |
DisclosureSEC source: 0001004702-18-000002 · wf-form4_151674415078601.xml · derivative · entry 3 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,363 shares Expires 2018-02-20 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 |
| January 22, 2018 Filed Jan 23, 2018 21:49 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 1,418 | $28.02 | $39,732.36 |
DisclosureSEC source: 0001004702-18-000002 · wf-form4_151674415078601.xml · nonDerivative · entry 2 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,658 F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| January 22, 2018 Filed Jan 23, 2018 21:49 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,363 | $16.81 | $39,722.03 |
DisclosureSEC source: 0001004702-18-000002 · wf-form4_151674415078601.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,076 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: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 15:49 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,335 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000070 · wf-form4_148967934788352.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,907 F1 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · 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 |
| March 15, 2017 Filed Mar 31, 2017 19:24 UTC Amendment | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | GrantCommon Stock | 1,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001004702-17-000110 · wf-form4a_149098827536066.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,607 F1 · shares: This form is being filed to correct the number of shares awarded to Mr. Walsh on March 15, 2017. F2 · ownership.direct: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F3 · 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 |
| November 30, 2016 Filed Dec 1, 2016 16:08 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,250 | $0.00 Strike: $22.17 | $0.00 |
DisclosureSEC source: 0001209191-16-152588 · doc4.xml · derivative · entry 3 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,250 shares Expires 2017-02-21 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 |
| November 30, 2016 Filed Dec 1, 2016 16:08 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Tax withholdingCommon Stock | 2,101 | $23.75 | $49,898.75 |
DisclosureSEC source: 0001209191-16-152588 · doc4.xml · nonDerivative · entry 2 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,542 F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 16:08 UTC | OCEANFIRST FINANCIAL CORP OCFC · Entity 4580 | Exercise / conversionCommon Stock | 2,250 | $22.17 | $49,882.50 |
DisclosureSEC source: 0001209191-16-152588 · doc4.xml · nonDerivative · entry 1 WALSH JOHN E · CIK 0001236526 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,643 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: This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16a-11. F2 · ownership.direct: Total includes shares of restricted Common Stock that have not yet vested. 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.