Welcome to our dedicated page for Oceanfirst Finl SEC filings (Ticker: OCFC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
Dimensional Fund Advisors LP, a Delaware limited partnership, reports that for Section 13(d) purposes it may be deemed to beneficially own 4,589,658 shares of OceanFirst Financial Corp common stock, representing 4.7% of the class as of June 30, 2026.
Dimensional has sole voting power over 4,504,979 shares and sole dispositive power over 4,589,658 shares, with no shared voting or dispositive power. All reported securities are owned by underlying funds and accounts it advises, and Dimensional disclaims beneficial ownership beyond this regulatory reporting.
OceanFirst Financial Corp. filed an amendment to a current report to correct a figure related to a loan transaction. The company clarified that the amount of loan collateral with rent-regulated exposure sold, as referenced in an attached press release, was $836 million rather than $736 million. No other aspects of the original report were changed.
OceanFirst Financial Corp. has completed the previously announced sale of $1.3 billion of multifamily loans, largely in the New York City area and mostly subject to rent regulations. The more than 1,400 loans were originated by Flushing Bank and came onto the balance sheet through OceanFirst’s June 1, 2026 merger with Flushing Financial Corporation.
The sold portfolio included loan collateral with rent‑regulated exposure of $736 million. Following the transaction, OceanFirst states that loans with more than 50% rent‑regulated units now represent less than 2.5% of total assets, reducing the company’s exposure to rent regulation risk. Management characterizes this as part of a broader balance sheet repositioning, with more detail to be provided in the second quarter earnings release and conference call.
OCEANFIRST FINANCIAL CORP filed an initial ownership report showing a significant position held by Warburg Pincus–affiliated funds. The reporting entities indirectly hold 1,812 shares of non-voting common equivalent stock and 9,574,639 shares of common stock. They also hold warrants linked to 11,386.64 additional non-voting shares, with a seven-year term and an exercise price of $19,760 per share, subject to anti-dilution adjustments and stock-price and change-of-control conditions. Investment and voting decisions are made by a committee whose members and affiliated entities formally disclaim beneficial ownership beyond any pecuniary interest.
OCEANFIRST FINANCIAL CORP disclosed that investment funds and entities affiliated with Warburg Pincus reported indirect ownership positions on a Form 3. These entities collectively hold 1,812 shares of non-voting common equivalent stock and 9,574,639 shares of common stock through designated purchaser entities.
The filing also shows warrants indirectly held that are exercisable to purchase 11,386.64 shares of non-voting common equivalent stock at an exercise price of $19,760 per share, with a seven-year term ending on June 1, 2033. The warrants become exercisable under specified stock price or change-of-control conditions.
Investment and voting decisions for these securities are made by a Warburg Pincus committee, and each reporting person disclaims beneficial ownership beyond its pecuniary interest. This Form 3 records initial holdings rather than new market purchases or sales.
OCEANFIRST FINANCIAL CORP received a new Form 3 from a group of Warburg Pincus–affiliated investment funds, reporting their indirect holdings. The funds report 9,574,639 shares of common stock and 1,812 shares of non-voting common equivalent stock, plus warrants tied to 11,386.64 NVCE shares. The warrants have a seven-year term, a stated exercise price of $19,760 per share, and can be exercised under specific share-price and change of control conditions. Investment and voting decisions are made by a committee, and the reporting entities generally disclaim beneficial ownership beyond their pecuniary interests.
Warburg Pincus affiliates have disclosed a significant new stake in OceanFirst Financial Corp., reporting beneficial ownership of about 9.9% of the company’s common stock. On June 1, 2026, WPGG 14 Orion Investments and WPFS II Orion Investments bought 6,415,008 and 3,159,631 shares, respectively, at $19.76 per share, as part of a broader $19,760‑per‑share non‑voting stock and warrant investment structure. OceanFirst created a new non‑voting common equivalent stock that converts into 1,000 common shares when transferred to specified transferees, and issued seven‑year warrants to purchase 11,386.64 NVCE shares at $19,760 per share. The investors also obtained customary registration rights and the right to nominate one director to OceanFirst’s board while they hold at least 5% of the common stock or half of their initial position.
OceanFirst Financial Corp. announced that OceanFirst Bank N.A. has agreed to sell $1.4 billion of multifamily loans, representing most of the multifamily portfolio it acquired in the recent Flushing Financial Corporation acquisition that closed on June 1, 2026.
The sale will reduce the Bank’s Commercial Real Estate concentration by $1.4 billion and remove most exposure to rent-regulated properties in New York City. Proceeds are expected to be reinvested into highly liquid, investment-grade securities with average yields similar to the loans being sold, as part of a broader balance sheet repositioning strategy.
OCEANFIRST FINANCIAL CORP director John R. Buran filed an amended Form 3. The amendment states it is being filed to attach Mr. Buran's Power of Attorney that was inadvertently omitted from his original Form 3. The filing lists 0 shares of Common Stock owned directly after the reported holdings entry.
OCEANFIRST FINANCIAL CORP director Todd Schell filed an initial Form 3 reporting his holdings in the company’s Common Stock. The filing shows he reported no shares of Common Stock beneficially owned as of the reported date, establishing a baseline ownership position for future disclosures.