OceanFirst CFO covers taxes with 5,643 shares

OCEANFIRST FINANCIAL CORP Senior EVP & CFO Patrick Sean Barrett reported an insider transaction involving company common stock.

Rhea-AI Filing Summary

OCEANFIRST FINANCIAL CORP Senior EVP & CFO Patrick Sean Barrett reported an insider transaction involving company common stock. On March 4, 2026, 5,643 shares were withheld at $18.48 per share to satisfy tax liabilities tied to vesting restricted stock, and the footnote clarifies that no shares were sold in the market.

After this tax-withholding disposition, Barrett directly owned 147,350 common shares. He also had an additional 1,210 common shares held indirectly through an ESOP, reflecting a separate indirect ownership position.

Insider Trade Summary

Exercise Price or Tax Liability: 5,643 shares

Exercise Price or Tax Liability 2 txns

Insider Barrett Patrick Sean

Role Senior EVP & CFO

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	5,643	$18.48	$104K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 147,350 shares (Direct); Common Stock — 1,210 shares (Indirect, By ESOP)

Footnotes (1)

1. F1. The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did OCFC CFO Patrick Sean Barrett report?

OCFC Senior EVP & CFO Patrick Sean Barrett reported a tax-withholding transaction where 5,643 OceanFirst Financial common shares were withheld at $18.48 per share. This was done to satisfy taxes due on vesting restricted stock, and no shares were sold on the open market.

Did the OCFC CFO actually sell any shares in this Form 4 filing?

No, the Form 4 footnote states that no shares were sold. Instead, 5,643 common shares were withheld by the company to cover the tax liability arising from the vesting of restricted stock, which is a common administrative method of handling tax obligations.

How many OCFC shares does Patrick Sean Barrett own after the reported transaction?

After the reported tax-withholding disposition, Patrick Sean Barrett directly owned 147,350 OceanFirst Financial common shares. In addition, he held 1,210 common shares indirectly through an ESOP, indicating both direct and indirect ownership interests following the vesting event.

What was the price used for the OCFC shares withheld for taxes?

The shares withheld to cover taxes were valued at $18.48 per OceanFirst Financial common share. This price was applied to 5,643 shares that were retained to satisfy the tax liability associated with the vesting of restricted stock awarded to the CFO.

What does the transaction code F mean in the OCFC Form 4?

Transaction code F on the OceanFirst Financial Form 4 indicates payment of an exercise price or tax liability by delivering securities. In this case, 5,643 shares were withheld to satisfy the CFO’s tax obligation from restricted stock vesting, rather than representing an open-market sale.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/06/2026 - 02:55 PM EST Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Barrett Patrick Sean

(Last) (First) (Middle)

110 WEST FRONT STREET

(Street)

RED BANK NJ 07701

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
OCEANFIRST FINANCIAL CORP [ OCFC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Senior EVP & CFO

3. Date of Earliest Transaction (Month/Day/Year)
03/04/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/04/2026		F		5,643	D	$18.48	147,350	D(1)
Common Stock								1,210	I	By ESOP

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.

Remarks:

	/s/ Steven J. Tsimbinos, Power of Attorney	03/06/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.