Wellington Group discloses 2.6M OCFC shares (OCFC) in 13G/A
Rhea-AI Filing Summary
OceanFirst Financial Corp. ownership disclosure: Wellington Management Group LLP and affiliated entities report beneficial ownership of 2,595,433 shares of common stock, representing 4.52% of the class as reported on the cover pages. The filing attributes the shares to clients of Wellington investment advisers and lists the relevant parent and adviser entities.
The filing states shared voting and dispositive power of 2,595,433 shares across Wellington Management Group LLP, Wellington Group Holdings LLP and Wellington Investment Advisors Holdings LLP. The schedule is signed by a Compliance Manager on 05/15/2026.
Positive
- None.
Negative
- None.
Key Figures
Reported shares beneficially owned: 2,595,433 shares
Percent of class: 4.52%
CUSIP: 675234108
+2 more
5 metrics
Reported shares beneficially owned
2,595,433 shares
shared voting/dispositive power reported on cover pages
Percent of class
4.52%
percent of class reported in Item 4(b)
CUSIP
675234108
issuer identifier on cover page
Reporting date
03/31/2026
date shown near cover information
Signature date
05/15/2026
date signatures by Compliance Manager are dated
Key Terms
beneficially owned, shared dispositive power, parent holding company
3 terms
beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company regulatory
"Wellington Management Group LLP, as parent holding company"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Wellington Management report in OCFC?
Wellington reports beneficial ownership of 2,595,433 shares (4.52%). The filing lists shared voting and dispositive power of 2,595,433 shares held of record for clients of Wellington investment advisers.
Which Wellington entities are named in the OCFC Schedule 13G/A?
Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP are disclosed. The filing also lists multiple Wellington investment adviser entities as relevant subsidiaries and advisers.
What record identifiers appear in the filing for OCFC?
CUSIP 675234108 is included on the cover page. The filing identifies the issuer as OceanFirst Financial Corp. and gives the issuer address at 975 Hooper Avenue, Toms River, NJ.
When was the Schedule 13G/A signed for the OCFC disclosure?
Signatures are dated 05/15/2026 by Matthew Revell, Compliance Manager. The cover page indicates an associated reporting date of 03/31/2026 for the reported position.