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 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).
OceanFirst Financial Corp Senior EVP and COO Joseph Lebel III reported equity award grants and a forfeiture of performance-based shares. On February 27, 2026, he received two grants of common stock awards of 26,304 and 39,452 shares at no cost, structured as restricted stock.
One award vests in four equal annual installments beginning March 1, 2027, and another vests on March 1, 2029 at approximately 33% to 100% based on performance from January 1, 2026 through December 31, 2028, or is forfeited if threshold performance is not met. On March 1, 2026, 31,303 unvested performance-based restricted shares were forfeited to the issuer after failing to satisfy performance conditions, leaving 329,651 directly held common shares. The filing also reflects updated holdings of stock options and indirect ownership through a 401(k), ESOP, and spouse, with increases noted as exempt acquisitions under Rule 16b-3(c).
OCEANFIRST FINANCIAL CORP Chairman and CEO Christopher Maher reported a mix of stock awards and forfeitures. On February 27, 2026, he acquired 28,904 restricted common shares and 43,355 restricted common shares as grants at $0 per share. According to the footnotes, 28,904 shares vest in four equal annual installments beginning on March 1, 2027, while 43,355 shares vest on March 1, 2029 at approximately 33% to 100% based on performance for the period from January 1, 2026 through December 31, 2028.
On March 1, 2026, Maher disposed of 34,149 unvested performance-based restricted shares to the issuer at $0 per share, reflecting forfeiture for not meeting performance conditions tied to an award originally granted on February 28, 2023. After these transactions, his directly held common stock position is reported at 382,768 shares, and the filing also lists various stock option holdings and indirect ownership through an ESOP, a 401(k) plan, and his spouse.
Wilson-Scott Dalila reported acquisition or exercise transactions in this Form 4 filing.
OCEANFIRST FINANCIAL CORP director Dalila Wilson-Scott received an equity award of 2,769 shares of common stock. These are restricted shares granted at no cash cost, vesting in three equal annual installments beginning on March 1, 2027. Following this grant, she holds 9,117 shares in total, including other restricted shares that will vest in the future.
Turner Patricia Lynne reported acquisition or exercise transactions in this Form 4 filing.
OCEANFIRST FINANCIAL CORP director Patricia Lynne Turner received a grant of 2,769 shares of common stock as a restricted stock award. The award was made at a price of $0.00 per share and increases her directly held stake to 15,846 shares.
According to the footnote, these restricted shares vest in three equal annual installments beginning on March 1, 2027, and the total reported holdings also include other restricted shares scheduled to vest in the future. Turner also indirectly holds 525 shares through an IRA.
TORRES GRACE C reported acquisition or exercise transactions in this Form 4 filing.
OCEANFIRST FINANCIAL CORP director reports stock award. Director Grace C. Torres received a grant of 2,769 shares of common stock on February 27, 2026, at a stated price of $0.00 per share, reflecting a restricted stock award rather than an open-market purchase.
After this grant, Torres directly holds 24,158 common shares. The new restricted shares vest in three equal annual installments beginning on March 1, 2027, and the total reported holdings include other restricted shares scheduled to vest in the future.