OceanFirst Financial Corp. filings document the regulatory disclosures of a Delaware bank holding company for OceanFirst Bank N.A. Its Form 8-K reports cover operating results, Regulation FD investor presentations, common stock dividend announcements, material events, and other capital-structure matters related to the company’s banking operations.
Proxy and governance filings describe shareholder voting matters, board oversight, executive compensation, governance practices, and share-related proposals. The filing record also includes risk-factor and material-agreement disclosures tied to a regional bank that provides commercial and residential financing, treasury management, trust and asset management, and deposit services.
OceanFirst Financial Corp (OCFC) is the issuer in a Schedule 13G reporting Dimensional Fund Advisors’ position of 4,940,352 shares, or 5.1% of the class, as of September 30, 2026. Dimensional reported sole voting power over 4,856,169 shares and sole dispositive power over 4,940,352 shares, with no shared voting or dispositive power. The shares are owned by investment funds, and Dimensional disclaims beneficial ownership.
OCEANFIRST FINANCIAL CORP (OCFC) director John R. Buran reported an amended Form 4 showing the sale of 113,630 shares of common stock on August 7, 2026 at $19.4036 per share, held indirectly through a 401(k) Plan and sold to facilitate a rollover of plan assets. After this transaction the 401(k) Plan position is reported as zero shares, and the amendment also corrects Mr. Buran’s directly owned holdings to 78,292 shares as of that date. No Rule 10b5-1 trading plan is reported.
OCEANFIRST FINANCIAL CORP (OCFC) reported that director John R. Buran’s holdings were updated in connection with OceanFirst’s completed merger with Flushing Financial Corporation. On June 1, 2026, each share of Flushing common stock was converted into the right to receive 0.85 share of OceanFirst common stock, and Buran acquired OceanFirst common stock directly and through a 401(k) plan under the merger agreements. On June 3, 2026, 35,037 shares of OceanFirst common stock were withheld at $18.25 per share to satisfy tax liabilities from the vesting of Flushing restricted stock awards; the disclosure states that no shares were sold. This amended filing corrects a clerical error that had omitted the tax-withholding transaction.
For OCEANFIRST FINANCIAL CORP (OCFC), reporting person Brian Schaeffer, SEVP & CIO of OceanFirst Bank, reported selling 5,500 shares of common stock on 2026-08-31 at $18.905 per share. After this sale, he holds 83,068 shares directly, including unvested restricted stock, and 3,471 shares indirectly through an ESOP from exempt Rule 16b-3(c) acquisitions.
OceanFirst Financial Corp. (OCFC) received a notice that officer Brian Schaeffer intends to sell common stock under Rule 144. The planned sale covers 5,500 shares of common stock, with an aggregate market value of $103,977.50, to be effected through Ameriprise Financial Services on or about August 31, 2026 on NASDAQ. The filing also notes that Schaeffer acquired 25,609 shares as equity awards from OceanFirst Financial Corp. on February 27, 2026. As of the filing, OceanFirst Financial Corp. had 96,645,219 shares of common stock outstanding.
OceanFirst Financial Corp. (OCFC) is the subject of an amended Schedule 13D in which a group of Warburg Pincus-affiliated funds reports beneficial ownership of an aggregate 9,574,639 shares of common stock, or 9.9% of the outstanding shares. This percentage is based on 96,645,219 shares outstanding as of August 3, 2026. Two primary investors directly hold the shares: WPGG14 Investor with 6,415,008 shares and WPFSII Investor with 3,159,631 shares, with a multi‑entity Warburg Pincus control structure and committee-based investment decisions.
The filing also discloses a Margin Loan Agreement dated August 17, 2026, under which WPGG14 Investor has borrowed $61.5 million, secured by a pledge of its 6,415,008 OCFC shares and 1,214 NVCE Stock. The loan matures on or about July 31, 2028, and customary events could allow lenders to require prepayment, additional collateral, or foreclose and dispose of the pledged shares in accordance with the loan documentation.
OCFC has filed a notice of intent under Rule 144 to sell common stock on NASDAQ. The filing lists 113,630 shares of common stock with an aggregate value of 2,204,828.36, against 96,645,219 shares outstanding, with a proposed sale date of 08/07/2026. The stock was recently acquired through 401(k) Account Purchases, including open market purchases and transfers from a Flushing Financial Corp. Trust on 06/01/2026, totaling 113,463 shares.
OceanFirst Financial Corp. director John R. Buran reported an amended insider trade. On 2026-08-07, a 401(k) Plan associated with him sold 113,630 shares of Common Stock at $19.4036 per share, with the sale described as facilitating a rollover of assets from the 401(k) Plan. The amendment states it corrects the previously reported number of securities sold and notes that the form also reflects increases in beneficial ownership from exempt acquisitions under Rule 16b-3(c). Following the reported transactions, Buran is shown with 113,329 shares held directly.
OceanFirst Financial Corp. director John R. Buran reported selling 113,463 shares of common stock on August 7, 2026 at $19.4036 per share from a 401(k) Plan, leaving no indirect plan holdings. A separate entry shows 113,329 shares held directly after these transactions, and a footnote describes related exempt acquisitions under Rule 16b-3(c).
OceanFirst Financial Corp. reported a Q2 2026 net loss of $3.0 million, or $(0.04) per diluted share, as it closed the acquisition of Flushing Financial Corporation. Results included $42.8 million of merger-related expenses and other items that reduced net income by $33.6 million after tax.
Despite the loss, core banking metrics expanded. Net interest income rose to $120.7 million and net interest margin to 3.05%, helped by higher-yielding assets and the Flushing portfolio. Total assets increased to $23.27 billion, loans to $16.09 billion, and deposits to $17.76 billion.
The Flushing deal added $8.69 billion of assets and $7.44 billion of deposits, plus 30 New York–area branches. Management sold $1.31 billion of acquired multifamily loans at 92.25% of par and reinvested $1.20 billion of proceeds into liquid investment‑grade securities, lifting on-hand liquidity to 11.5% of assets and lowering the loan‑to‑deposit ratio to 91.6%. A concurrent $225 million equity raise from Warburg Pincus supported capital, with the Company’s common equity Tier 1 ratio at 10.72% and the Bank’s at 12.90%. Asset quality metrics remained stable, with non‑performing loans at 0.67% of total loans and the allowance for loan credit losses at 1.29%.