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.
OCEANFIRST FINANCIAL CORP executive Michele B. Estep had 4,629 shares of common stock withheld on tax-withholding disposition at $18.58 per share to cover taxes on restricted stock vesting. The footnote states no shares were sold. Estep now directly holds 177,682 common shares, plus indirect ownership of 3,980 shares through an ESOP and stock options for 50,335 and 76,790 shares.
OceanFirst Financial Corp Senior EVP & CRO David Berninger reported a tax-related share disposition, not an open-market sale. On March 4, 2026, 3,541 shares of common stock at $18.58 per share were withheld to cover taxes tied to vested restricted stock, as noted in the footnote stating no shares were sold. After this withholding, he directly owned 99,708 common shares and indirectly held 361 shares through an ESOP.
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.
OceanFirst Financial Corp executive reports tax-related share withholding
Senior EVP and COO Joseph Lebel III reported a Form 4 transaction involving 9,499 shares of OceanFirst Financial Corp common stock on March 4, 2026. These shares were withheld at a price of $18.58 per share to satisfy tax liabilities tied to the vesting of restricted stock, and the footnote clarifies that no shares were sold in the market.
After this withholding event, Lebel directly owns 320,152 common shares, and also holds various stock options and indirect holdings through a 401(k), an ESOP, and shares held by his spouse. The filing mainly updates his ownership records rather than reflecting an open-market trade.
OCEANFIRST FINANCIAL CORP Chairman and CEO Christopher Maher reported a Form 4 showing 14,147 shares of common stock withheld on March 4, 2026 to satisfy tax liabilities from vesting restricted stock at $18.58 per share. A footnote clarifies that no shares were sold; this was a tax-withholding disposition, not an open-market sale. Following this transaction, Maher directly owns 368,621 common shares, and also has various direct stock option holdings and indirect common stock holdings through his spouse, a 401(k) plan, and an ESOP.
OceanFirst Financial Corp executive Brian Schaeffer reported new equity awards in the company’s common stock. On February 27, 2026, he acquired 10,244 restricted shares and 15,365 additional restricted shares at a stated price of $0.00 per share through grants.
The 10,244 restricted shares vest in four equal annual installments beginning on March 1, 2027. The 15,365 restricted shares vest on March 1, 2029 at approximately 33% to 100%, depending on performance criteria for the period from January 1, 2026 through December 31, 2028, and may be forfeited if threshold performance is not met. Following these awards, Schaeffer directly owns 90,405 common shares, and indirectly holds 3,400 shares through an ESOP. The filing notes these are exempt acquisitions under Rule 16b-3(c).
OCEANFIRST FINANCIAL CORP senior executive Steven James Tsimbinos reported equity compensation changes and a forfeiture of unvested shares. On February 27, 2026, he acquired 13,844 and 20,765 shares of common stock as restricted share awards, with vesting tied to time and performance conditions under Rule 16b-3(c).
One grant vests in four equal annual installments beginning March 1, 2027, and another can vest on March 1, 2029 at approximately 33% to 100% based on performance from January 1, 2026 through December 31, 2028. On March 1, 2026, he disposed of 17,075 unvested performance-based restricted shares back to the issuer for failure to meet performance conditions. The filing also updates his stock option and indirect plan holdings.
OCEANFIRST FINANCIAL CORP insider Michele B. Estep reported stock-based compensation changes and a forfeiture of unvested shares. On February 27, 2026, she acquired 13,844 restricted common shares that vest in four equal annual installments beginning March 1, 2027, and 20,765 restricted shares that may vest on March 1, 2029 at approximately 33% to 100% based on performance for the period from January 1, 2026 through December 31, 2028, or be forfeited if threshold performance is not met. These increases are described as exempt acquisitions under Rule 16b-3(c). On March 1, 2026, she disposed of 17,075 unvested performance-based restricted shares back to the issuer due to failure to satisfy performance conditions. After these transactions, she directly owned 182,311 common shares, held stock options covering 50,335 and 76,790 shares in two option positions, and indirectly held 3,980 common shares through an ESOP.
OCEANFIRST FINANCIAL CORP reported that Senior EVP & CRO David Berninger received equity awards of common stock. On February 27, 2026, he was granted 11,076 restricted shares that will vest in four equal annual installments beginning on March 1, 2027, plus additional restricted shares previously granted that vest in the future.
He was also awarded 16,612 performance-based restricted shares that may vest on March 1, 2029 at approximately 33% to 100%, depending on performance achieved for the period from January 1, 2026 through December 31, 2028, or be forfeited if minimum goals are not met. These awards are exempt acquisitions under Rule 16b-3(c) and are shown as increasing his beneficial ownership, including 361 shares held indirectly through an ESOP.
OCEANFIRST FINANCIAL CORP Senior EVP & CFO Patrick Sean Barrett reported equity compensation changes in company common stock. On February 27, 2026, he acquired 22,840 restricted shares and an additional 15,228 restricted shares as grants that vest over time or based on performance targets.
The footnotes explain that one grant vests in four equal annual installments beginning March 1, 2027, and another vests on March 1, 2029 at approximately 33% to 100% depending on defined performance criteria for 2026–2028. On March 1, 2026, he disposed of 18,972 unvested performance-based restricted shares that were forfeited for failing to meet prior performance conditions.
After these transactions, he directly owned 152,993 common shares, and also had 1,210 shares held indirectly through an ESOP. The filing notes that the changes in beneficial ownership arise from exempt acquisitions under Rule 16b-3(c).