secwatch / observer
8-K filed May 16, 2024, 7:59 PM ET ticker PFS CIK 0001178970
M&A confidence high sentiment positive materiality 0.90

Provident completes merger with Lakeland Bancorp; combined assets $24.5B

PROVIDENT FINANCIAL SERVICES INC

Machine-readable event card

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secwatch.filing_event.v1
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0001193125-24-140083
form_type
8-K
ticker
PFS
cik
0001178970
company_name
PROVIDENT FINANCIAL SERVICES INC
filed_at
2024-05-16T23:59:59+00:00
discovered_at
2026-05-14T18:03:17.561823+00:00
generated_at
2026-06-01T19:19:51.603983+00:00
sec_items
["2.01", "2.03", "5.02", "5.03", "8.01", "9.01"]
event_type
m_and_a
sentiment
positive
materiality_score
0.9
calibrated_materiality_score
0.9
confidence
high
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edgar_index_url
https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm
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https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/d795517d8k.htm
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Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Thomas J. Shara

Executive Vice Chairman
PFS · PROVIDENT FINANCIAL SERVICES INC
Filed
May 16, 2024, 7:59 PM ET
effective as of the Effective Time, Mr. Shara, the President and Chief Executive Officer of Lakeland prior to the Effective Time, was appointed Executive Vice Chairman of Provident.
Departed

Terence Gallagher

Director
PFS · PROVIDENT FINANCIAL SERVICES INC
Filed
May 16, 2024, 7:59 PM ET
at the Effective Time, Terence Gallagher and Robert McNerney (the “Resigning Directors”) resigned as members of the Board.
Departed

Robert McNerney

Director
PFS · PROVIDENT FINANCIAL SERVICES INC
Filed
May 16, 2024, 7:59 PM ET
at the Effective Time, Terence Gallagher and Robert McNerney (the “Resigning Directors”) resigned as members of the Board.

Source-grounded claims

23b2994b42f5178e2663d4aa98d97c3ae62e597f

PROVIDENT FINANCIAL SERVICES INC incurred senior notes of $150.0 million at 2.875% fixed-to-floating rate maturing September 15, 2031.

$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031

SEC 8-K Item 2.03/2.04 confidence 0.9 SEC evidence

29455d8632

Thomas J. Shara was appointed as Executive Vice Chairman at PROVIDENT FINANCIAL SERVICES INC.

effective as of the Effective Time, Mr. Shara, the President and Chief Executive Officer of Lakeland prior to the Effective Time, was appointed Executive Vice Chairman of Provident.

SEC 8-K Item 5.02 confidence 0.95 SEC evidence

2d57bb176f

Terence Gallagher resigned as Director at PROVIDENT FINANCIAL SERVICES INC.

at the Effective Time, Terence Gallagher and Robert McNerney (the “Resigning Directors”) resigned as members of the Board.

SEC 8-K Item 5.02 confidence 0.95 SEC evidence

6fd0f11591

Robert McNerney resigned as Director at PROVIDENT FINANCIAL SERVICES INC.

at the Effective Time, Terence Gallagher and Robert McNerney (the “Resigning Directors”) resigned as members of the Board.

SEC 8-K Item 5.02 confidence 0.95 SEC evidence

36b3c0eabb75630c54eed546c0fc150941c23798

PROVIDENT FINANCIAL SERVICES INC: Amended and restated bylaws to provide for board composition and director succession arrangements in connection with merger.

In connection with the Transaction and in accordance with the Merger Agreement, effective as of the Effective Time, the bylaws of Provident were amended and restated to provide for certain arrangements related to the Board and the board of directors of Provident Bank (such amendment, the “Bylaw Amendment,” and Provident’s bylaws, as amended and restated in accordance with the Bylaw Amendment, the “Amended and Restated Bylaws”).

SEC 8-K Item 5.03/5.05/5.06 confidence 0.9 SEC evidence

ea180cc7bdb3a9ac66417534fc60f32e15f3b921

PROVIDENT FINANCIAL SERVICES INC completed an acquisition involving Lakeland Bancorp, Inc. for 0.8319 of a share of common stock, par value $0.01 per share, of Provident (closed 2024-05-15).

Effective on May 15, 2024, after the close of business, Provident Financial Services, Inc., a Delaware corporation (“Provident”), completed its previously announced combination with Lakeland Bancorp, Inc., a New Jersey corporation (“Lakeland”), pursuant to the Agreement and Plan of Merger, dated as of September 26, 2022 (the “Original Agreement”), by and among Provident, NL 239 Corp., a Delaware corporation and a direct, wholly owned subsidiary of Provident (“Merger Sub”), and Lakeland, as amended by Amendment No.

SEC 8-K Item 2.01/5.01 confidence 0.9 SEC evidence

Comparable filings

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CECO ENVIRONMENTAL CORP June 1, 2026, 9:16 AM ET m_and_a Items 2.01, 2.03, 5.02, 5.03, 7.01, 9.01

same fact type: debt_financing, executive_change, governance_change, ma_transaction same SEC item: 2.01, 2.03, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031

Comparable filing

and (ii) approximately $290 million borrowed under the revolving credit facility thereunder (the "Revolving Facility"

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OCEANFIRST FINANCIAL CORP June 1, 2026, 5:19 PM ET m_and_a Items 1.01, 3.02, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 9.01

same fact type: debt_financing, executive_change, ma_transaction same SEC item: 2.01, 2.03, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031

Comparable filing

$65,000,000 in aggregate principal amount of 6.000% Fixed-to-Floating Rate Subordinated Notes due 2032

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OLOX

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OLENOX INDUSTRIES INC. May 28, 2026, 8:30 AM ET m_and_a Items 1.01, 5.03, 2.01, 2.03, 3.02, 7.01, 8.01, 9.01

same fact type: debt_financing, governance_change, ma_transaction same SEC item: 2.01, 2.03, 5.03, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031

Comparable filing

the Company issued the Seller Note to the Sellers in the aggregate principal amount of US$16,000,000.

Filing page SEC filing

XRN

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Chiron Real Estate Inc. June 2, 2026, 4:30 PM ET m_and_a Items 1.01, 2.01, 2.03, 3.02, 3.03, 5.03, 9.01

same fact type: debt_financing, governance_change, ma_transaction same SEC item: 2.01, 2.03, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031

Comparable filing

In connection with the closing of the acquisitions of the Landing and the Riviera, the Company, through the Operating Partnership, incurred approximately $147 million of additional indebtedness under the Company’s Third Amended and Restated Credit Facility (the “ Credit Facility ”).

Filing page SEC filing

Enviri II Corp

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Enviri II Corp June 1, 2026, 5:18 PM ET m_and_a Items 1.01, 2.03, 3.03, 5.03, 5.01, 5.02, 5.05, 7.01, 9.01

same fact type: debt_financing, governance_change, ma_transaction same SEC item: 2.03, 5.02, 5.03, 9.01 same event type: m_and_a similar materiality

This filing

$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031

Comparable filing

The Credit Agreement provides for (i) a revolving credit facility in an aggregate principal amount of $152.0 million (such facility, the “Revolving Credit Facility”)

Filing page SEC filing

MBC

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MasterBrand, Inc. May 28, 2026, 9:11 AM ET m_and_a Items 2.01, 2.03, 5.02, 7.01, 9.01

same fact type: debt_financing, executive_change, ma_transaction same SEC item: 2.01, 2.03, 5.02, 9.01 same event type: m_and_a similar materiality

This filing

$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031

Comparable filing

On May 28, 2026, MasterBrand drew down the full $375 million available under the Term Loan A.

Filing page SEC filing

Veris Residential, L.P.

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Veris Residential, L.P. May 27, 2026, 4:44 PM ET m_and_a Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01

same fact type: governance_change, ma_transaction same SEC item: 2.01, 5.02, 5.03, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

In connection with the Transaction and in accordance with the Merger Agreement, effective as of the Effective Time, the bylaws of Provident were amended and restated to provide for certain arrangements related to the Board and the board of directors of Provident Bank (such amendment, the “Bylaw Amendment,” and Provident’s bylaws, as amended and restated in accordance with the Bylaw Amendment, the “Amended and Restated Bylaws”).

Comparable filing

Pursuant to the Merger Agreement, following the consummation of the Merger, the Company ceased to exist and Merger Sub I continued as the Surviving Entity. As of the Effective Time, (i) the certificate of formation of Merger Sub I in effect immediately prior to the consummation of the Merger became the certificate of formation of the Surviving Entity, and (ii) the limited liability company agreement of Merger Sub I in effect immediately prior to the consummation of the Merger became the limited liability company agreement of the Surviving Entity.

Filing page SEC filing

ESAB

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ESAB Corp June 2, 2026, 6:41 AM ET m_and_a Items 2.01, 3.02, 5.03, 3.03, 7.01, 8.01, 9.01

same fact type: governance_change, ma_transaction same SEC item: 2.01, 5.03, 8.01, 9.01 same event type: m_and_a similar materiality

This filing

In connection with the Transaction and in accordance with the Merger Agreement, effective as of the Effective Time, the bylaws of Provident were amended and restated to provide for certain arrangements related to the Board and the board of directors of Provident Bank (such amendment, the “Bylaw Amendment,” and Provident’s bylaws, as amended and restated in accordance with the Bylaw Amendment, the “Amended and Restated Bylaws”).

Comparable filing

On June 1, 2026, the Company filed the Certificate of Designations with the Delaware Secretary of State to establish the preferences, limitations and relative rights of its 6.50% Series A Mandatory Convertible Preferred Stock (the “ Series A Mandatory Convertible Preferred Stock ”), which became effective upon filing.

Filing page SEC filing

Source: SEC EDGAR
accession 0001193125-24-140083

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.