{"schema_version":"secwatch.filing_event.v1","accession":"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","headline":"Provident completes merger with Lakeland Bancorp; combined assets $24.5B","bullets":["Lakeland shareholders receive 0.8319 PFS shares per share; combined ownership 58% Provident, 42% Lakeland.","Pro forma combined: $24.5B assets, $18.8B loans, $18.6B deposits, $2.3B equity; 140 branches.","Assumed $49.8M trust preferred securities and $150M 2.875% sub notes due 2031.","Board expanded to 14; Thomas Shara appointed Executive Vice Chairman; five former Lakeland directors added.","Several Lakeland executives appointed to key roles: Timothy Matteson (CAO), James Nigro (CCO), John Rath (CLO)."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-24-140083","json":"https://secwatch.observer/filing/0001193125-24-140083.json","markdown":"https://secwatch.observer/filing/0001193125-24-140083.md","text":"https://secwatch.observer/filing/0001193125-24-140083.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/d795517d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-01T19:19:51.603983+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"23b2994b42f5178e2663d4aa98d97c3ae62e597f","claim":"PROVIDENT FINANCIAL SERVICES INC incurred senior notes of $150.0 million at 2.875% fixed-to-floating rate maturing September 15, 2031.","evidence_excerpt":"$150.0 million aggregate principal amount of 2.875% fixed-to-floating rate subordinated notes due September 15, 2031","evidence_source":"SEC 8-K Item 2.03/2.04","evidence_url":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","confidence":0.9,"family_label":"Debt Financings","details":[{"label":"Instrument","value":"senior notes"},{"label":"Principal","value":"$150.0 million"},{"label":"Rate","value":"2.875% fixed-to-floating rate"},{"label":"Maturity","value":"September 15, 2031"},{"label":"Event","value":"incurrence"}]},{"claim_id":"29455d8632","claim":"Thomas J. Shara was appointed as Executive Vice Chairman at PROVIDENT FINANCIAL SERVICES INC.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Vice Chairman"}]},{"claim_id":"2d57bb176f","claim":"Terence Gallagher resigned as Director at PROVIDENT FINANCIAL SERVICES INC.","evidence_excerpt":"at the Effective Time, Terence Gallagher and Robert McNerney (the “Resigning Directors”) resigned as members of the Board.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Director"}]},{"claim_id":"6fd0f11591","claim":"Robert McNerney resigned as Director at PROVIDENT FINANCIAL SERVICES INC.","evidence_excerpt":"at the Effective Time, Terence Gallagher and Robert McNerney (the “Resigning Directors”) resigned as members of the Board.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Director"}]},{"claim_id":"36b3c0eabb75630c54eed546c0fc150941c23798","claim":"PROVIDENT FINANCIAL SERVICES INC: Amended and restated bylaws to provide for board composition and director succession arrangements in connection with merger.","evidence_excerpt":"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”).","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"bylaw amendment"}]},{"claim_id":"ea180cc7bdb3a9ac66417534fc60f32e15f3b921","claim":"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).","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","confidence":0.9,"family_label":"M&A Transactions","details":[{"label":"Action","value":"acquisition"},{"label":"Counterparty","value":"Lakeland Bancorp, Inc."},{"label":"Consideration","value":"0.8319 of a share of common stock, par value $0.01 per share, of 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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.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1067063/000110465926066981/0001104659-26-066981-index.htm"}},{"accession":"0001213900-26-063775","ticker":"ESAB","company_name":"ESAB Corp","filed_at":"2026-06-02T10:41:21+00:00","headline":"ESAB completes $1.45B acquisition of Eddyfi Technologies","event_type":"m_and_a","sec_items":["2.01","3.02","5.03","3.03","7.01","8.01","9.01"],"materiality_score":0.8,"calibrated_materiality_score":0.8,"match_reasons":["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"],"urls":{"canonical":"https://secwatch.observer/filing/0001213900-26-063775","json":"https://secwatch.observer/filing/0001213900-26-063775.json","markdown":"https://secwatch.observer/filing/0001213900-26-063775.md","edgar_index":"https://www.sec.gov/Archives/edgar/data/1877322/000121390026063775/0001213900-26-063775-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1877322/000121390026063775/ea0292710-8k_esab.htm"},"side_by_side_evidence":{"fact_type":"governance_change","source_excerpt":"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”).","source_evidence_url":"https://www.sec.gov/Archives/edgar/data/1178970/000119312524140083/0001193125-24-140083-index.htm","comparable_excerpt":"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.","comparable_evidence_url":"https://www.sec.gov/Archives/edgar/data/1877322/000121390026063775/0001213900-26-063775-index.htm"}}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}