{"filing":{"accession_number":"0001193125-26-251758","cik":"0001004702","ticker":"OCFC","company_name":"OCEANFIRST FINANCIAL CORP","form":"8-K","filing_date":"2026-06-01","report_date":null,"primary_document":"d145829d8k.htm","primary_document_url":"https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/d145829d8k.htm"},"events":[{"id":7834,"run_id":6875,"accession_number":"0001193125-26-251758","anchor_item_number":"2.01","event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"summary":"OceanFirst completed a merger with Flushing Bank on June 1, 2026, acquiring Flushing's assets and assuming approximately $251.9 million in subordinated and junior subordinated debt obligations. The transaction represents a significant change in OceanFirst's asset base, business composition, and capital structure.","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01","form":"8-K","submitted_at":null,"items":[{"id":3196,"accession_number":"0001193125-26-251758","item_number":"2.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Item 2.01 explicitly addresses \"Completion of Acquisition or Disposition of Assets,\" which is a core M\u0026A disclosure item. The filing references an Introductory Note containing details of the transaction. Completion of an acquisition or disposition is material to investors as it represents a significant change in the registrant's asset base and business composition.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3197,"accession_number":"0001193125-26-251758","item_number":"2.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"OceanFirst assumed approximately $251.9 million in subordinated and junior subordinated debt obligations from Flushing in connection with a Second-Step Merger closing. While Item 2.03 technically covers creation of direct financial obligations, the context here is a material acquisition (the merger) where debt assumption is a key component of the transaction structure. The magnitude of assumed debt and the merger context make this a material M\u0026A event, though the Item 2.03 framing emphasizes the debt obligation itself.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3202,"accession_number":"0001193125-26-251758","item_number":"7.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The disclosure announces completion of \"the Mergers\" via press release on June 1, 2026. Although filed under Item 7.01 (Regulation FD Disclosure) rather than the typical Item 1.01 or 2.01, the substance is a material acquisition/merger completion event. The reference to \"Mergers\" (plural) and completion status indicates a significant M\u0026A transaction has closed, which is material to investors assessing OceanFirst's strategic position and financial condition.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":7835,"run_id":6875,"accession_number":"0001193125-26-251758","anchor_item_number":"3.02","event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"summary":"OceanFirst issued approximately 9.5 million shares of common stock and 1.8 million shares of NVCE Stock (common-equivalent) to Warburg Pincus for $225 million, plus a warrant to purchase 11.4 million additional shares, all in reliance on Section 4(a)(2) exemption from registration. The issuance includes a Registration Rights Agreement requiring future registration of the securities.","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01","form":"8-K","submitted_at":null,"items":[{"id":3195,"accession_number":"0001193125-26-251758","item_number":"1.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"Item 1.01 discloses entry into a material definitive agreement, with the substance incorporated from Item 3.02 regarding a \"Registration Rights Agreement.\" Item 3.02 is the standard disclosure vehicle for unregistered equity issuances (private placements, PIPEs, convertible notes), and a registration rights agreement is a hallmark feature of such transactions. This indicates a dilutive equity issuance requiring registration rights for the investor.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3198,"accession_number":"0001193125-26-251758","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"OceanFirst issued approximately 9.5 million shares of common stock and 1.8 million shares of NVCE Stock (common-equivalent) to Warburg Pincus for $225 million, plus a warrant to purchase 11.4 million additional shares, all in reliance on Section 4(a)(2) exemption from registration. This is a classic unregistered private placement that materially dilutes existing shareholders and raises capital, fitting the dilutive_issuance taxonomy precisely.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":7836,"run_id":6875,"accession_number":"0001193125-26-251758","anchor_item_number":"3.03","event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.85,"summary":"OceanFirst created a new class of preferred stock designated as NVCE Stock via Certificate of Designations filed with Delaware, establishing specific rights, preferences, and conversion terms tied to the Warburg Pincus investment and merger consummation.","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01","form":"8-K","submitted_at":null,"items":[{"id":3199,"accession_number":"0001193125-26-251758","item_number":"3.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"The filing discloses creation of a new class of preferred stock (NVCE Stock) via Certificate of Designations filed with Delaware, explicitly tied to an \"Investment\" and cross-referenced to Item 2.01 (Completion of Acquisition or Disposition of Assets). This indicates a material capital transaction involving modification of the company's equity structure, characteristic of M\u0026A activity or a significant investment event that materially affects security holders' rights.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""},{"id":3201,"accession_number":"0001193125-26-251758","item_number":"5.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.65,"reasoning":"The filing discloses a Certificate of Designations for newly created preferred stock (NVCE Stock) in connection with merger consummation. While this is technically an amendment to articles of incorporation (Item 5.03), the substantive event is the creation of preferred stock rights and conversion terms tied to an M\u0026A transaction. The reference to \"consummation of the Mergers\" and incorporation of Item 3.03 (which typically covers M\u0026A activity) suggests this is a structural component of a material acquisition, but the Item 5.03 disclosure itself focuses narrowly on the certificate filing rather than the merger itself. Classified as other_material because the preferred stock designation is material to investors but does not fit cleanly into the M\u0026A taxonomy without seeing the full Item 3.03 context.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""}]},{"id":7837,"run_id":6875,"accession_number":"0001193125-26-251758","anchor_item_number":"5.02","event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"summary":"OceanFirst appointed seven new directors effective June 1, 2026: six former Flushing Bank directors (Buran, DelliBovi, D'Iorio, Grassi, Han, Yoh) and Todd Schell designated by Warburg Pincus. John R. Buran was appointed Non-Executive Chairman, replacing Christopher D. Maher.","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01","form":"8-K","submitted_at":null,"items":[{"id":3200,"accession_number":"0001193125-26-251758","item_number":"5.02","item_title":null,"event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"The disclosure centers on the appointment of seven new directors to OceanFirst's board effective June 1, 2026, following a merger with Flushing Bank: six former Flushing directors (Buran, DelliBovi, D'Iorio, Grassi, Han, Yoh) and Todd Schell designated by Warburg Pincus. Additionally, John R. Buran was appointed Non-Executive Chairman, displacing Christopher D. Maher from that role. While three directors departed (Barros, Guadagno, Murphy), the principal disclosed action is the appointment of new board members and a new chairman, making this an exec_appointment event rather than a departure event.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"","ticker":null,"filing_date":""}]}],"classifications":[{"id":3195,"accession_number":"0001193125-26-251758","item_number":"1.01","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.85,"reasoning":"Item 1.01 discloses entry into a material definitive agreement, with the substance incorporated from Item 3.02 regarding a \"Registration Rights Agreement.\" Item 3.02 is the standard disclosure vehicle for unregistered equity issuances (private placements, PIPEs, convertible notes), and a registration rights agreement is a hallmark feature of such transactions. This indicates a dilutive equity issuance requiring registration rights for the investor.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"},{"id":3196,"accession_number":"0001193125-26-251758","item_number":"2.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"Item 2.01 explicitly addresses \"Completion of Acquisition or Disposition of Assets,\" which is a core M\u0026A disclosure item. The filing references an Introductory Note containing details of the transaction. Completion of an acquisition or disposition is material to investors as it represents a significant change in the registrant's asset base and business composition.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"},{"id":3197,"accession_number":"0001193125-26-251758","item_number":"2.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"OceanFirst assumed approximately $251.9 million in subordinated and junior subordinated debt obligations from Flushing in connection with a Second-Step Merger closing. While Item 2.03 technically covers creation of direct financial obligations, the context here is a material acquisition (the merger) where debt assumption is a key component of the transaction structure. The magnitude of assumed debt and the merger context make this a material M\u0026A event, though the Item 2.03 framing emphasizes the debt obligation itself.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"},{"id":3198,"accession_number":"0001193125-26-251758","item_number":"3.02","item_title":null,"event_type":"dilutive_issuance","event_domain":"financial","is_material":true,"confidence":0.95,"reasoning":"OceanFirst issued approximately 9.5 million shares of common stock and 1.8 million shares of NVCE Stock (common-equivalent) to Warburg Pincus for $225 million, plus a warrant to purchase 11.4 million additional shares, all in reliance on Section 4(a)(2) exemption from registration. This is a classic unregistered private placement that materially dilutes existing shareholders and raises capital, fitting the dilutive_issuance taxonomy precisely.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"},{"id":3199,"accession_number":"0001193125-26-251758","item_number":"3.03","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.85,"reasoning":"The filing discloses creation of a new class of preferred stock (NVCE Stock) via Certificate of Designations filed with Delaware, explicitly tied to an \"Investment\" and cross-referenced to Item 2.01 (Completion of Acquisition or Disposition of Assets). This indicates a material capital transaction involving modification of the company's equity structure, characteristic of M\u0026A activity or a significant investment event that materially affects security holders' rights.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"},{"id":3200,"accession_number":"0001193125-26-251758","item_number":"5.02","item_title":null,"event_type":"exec_appointment","event_domain":"governance","is_material":true,"confidence":0.85,"reasoning":"The disclosure centers on the appointment of seven new directors to OceanFirst's board effective June 1, 2026, following a merger with Flushing Bank: six former Flushing directors (Buran, DelliBovi, D'Iorio, Grassi, Han, Yoh) and Todd Schell designated by Warburg Pincus. Additionally, John R. Buran was appointed Non-Executive Chairman, displacing Christopher D. Maher from that role. While three directors departed (Barros, Guadagno, Murphy), the principal disclosed action is the appointment of new board members and a new chairman, making this an exec_appointment event rather than a departure event.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"},{"id":3201,"accession_number":"0001193125-26-251758","item_number":"5.03","item_title":null,"event_type":"other_material","event_domain":"catchall","is_material":true,"confidence":0.65,"reasoning":"The filing discloses a Certificate of Designations for newly created preferred stock (NVCE Stock) in connection with merger consummation. While this is technically an amendment to articles of incorporation (Item 5.03), the substantive event is the creation of preferred stock rights and conversion terms tied to an M\u0026A transaction. The reference to \"consummation of the Mergers\" and incorporation of Item 3.03 (which typically covers M\u0026A activity) suggests this is a structural component of a material acquisition, but the Item 5.03 disclosure itself focuses narrowly on the certificate filing rather than the merger itself. Classified as other_material because the preferred stock designation is material to investors but does not fit cleanly into the M\u0026A taxonomy without seeing the full Item 3.03 context.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"},{"id":3202,"accession_number":"0001193125-26-251758","item_number":"7.01","item_title":null,"event_type":"ma_activity","event_domain":"operational","is_material":true,"confidence":0.95,"reasoning":"The disclosure announces completion of \"the Mergers\" via press release on June 1, 2026. Although filed under Item 7.01 (Regulation FD Disclosure) rather than the typical Item 1.01 or 2.01, the substance is a material acquisition/merger completion event. The reference to \"Mergers\" (plural) and completion status indicates a significant M\u0026A transaction has closed, which is material to investors assessing OceanFirst's strategic position and financial condition.","classifier_version":"claude-haiku-4-5-20251001+prompt-9e0ffca5","taxonomy_version":"v1","classified_at":"2026-06-02T02:43:12.577699+00:00","company_name":"OCEANFIRST FINANCIAL CORP","ticker":"OCFC","filing_date":"2026-06-01"}]}