--- schema_version: "secwatch.filing_event.v1" accession: "0001193125-26-251758" form_type: "8-K" ticker: "OCFC" cik: "0001004702" company_name: "OCEANFIRST FINANCIAL CORP" filed_at: "2026-06-01T21:19:28+00:00" generated_at: "2026-06-01T21:20:55.506867+00:00" event_type: "m_and_a" sentiment: "neutral" materiality_score: 0.9 calibrated_materiality_score: 0.9 confidence: "high" source: SEC EDGAR --- # OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus ## Summary - Completed merger with Flushing Financial; each Flushing share converted into 0.85 shares of OceanFirst common stock. - Issued approximately 29.30 million OceanFirst shares to Flushing stockholders as merger consideration. - Warburg Pincus invested $225M for ~9.5M shares at $19.76/share and a warrant for up to 11.4M NVCE shares. - Assumed $251.9M of Flushing subordinated debt, including 3.125% notes due 2031 and 6.000% notes due 2032. - Board expanded to 17 members; John Buran appointed Non-Executive Chairman; six Flushing directors and Warburg's Todd Schell joined. ## SEC filing metadata - accession: 0001193125-26-251758 - form_type: 8-K - ticker: OCFC - cik: 0001004702 - company_name: OCEANFIRST FINANCIAL CORP - filed_at: 2026-06-01T21:19:28+00:00 - event_type: m_and_a - sentiment: neutral - materiality_score: 0.9 - calibrated_materiality_score: 0.9 - confidence: high - sec_items: 1.01, 3.02, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 9.01 - EDGAR index: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/d145829d8k.htm ## Machine-readable alternates - HTML: https://secwatch.observer/filing/0001193125-26-251758 - JSON: https://secwatch.observer/filing/0001193125-26-251758.json - Plain text: https://secwatch.observer/filing/0001193125-26-251758.txt ## Source-grounded claims - claim_id: 078fd87860f490195aa1787cea172bc4921ae724 claim: OCEANFIRST FINANCIAL CORP incurred senior notes of $65,000,000 with Flushing Financial Corporation at 6.000% Fixed-to-Floating Rate maturing 2032. evidence_excerpt: $65,000,000 in aggregate principal amount of 6.000% Fixed-to-Floating Rate Subordinated Notes due 2032 evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 0f488c137b41ea197960e2322615db19352091e0 claim: OCEANFIRST FINANCIAL CORP incurred senior notes of $20,619,000 with Flushing Financial Corporation at Fixed/Floating Rate maturing 2037. evidence_excerpt: $20,619,000 in aggregate principal amount of Fixed/Floating Rate Junior Subordinated Debentures due 2037 evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 0f488c137b41ea197960e2322615db19352091e0 claim: OCEANFIRST FINANCIAL CORP incurred senior notes of $20,619,000 with Flushing Financial Corporation at Fixed/Floating Rate maturing 2037. evidence_excerpt: $20,619,000 in aggregate principal amount of unsecured Junior Subordinated Deferrable Interest Notes due 2037 evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: ae55ab0b9c2f0c46a8bf08dd29f915cca0fb0ef5 claim: OCEANFIRST FINANCIAL CORP incurred senior notes of $125,000,000 with Flushing Financial Corporation at 3.125% Fixed-to-Floating Rate maturing 2031. evidence_excerpt: $125,000,000 in aggregate principal amount of 3.125% Fixed-to-Floating Rate Subordinated Notes due 2031 evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: db8f7db454a731a87cea0adf526e4feb7be2989a claim: OCEANFIRST FINANCIAL CORP incurred debt of $251,857,000 with Flushing Financial Corporation at 3.125% Fixed-to-Floating Rate maturing 2031. evidence_excerpt: OceanFirst assumed Flushing’s obligations with respect to an aggregate principal amount of $251,857,000 of subordinated debt and junior subordinated debt securities evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 1de3e8043b claim: Todd Schell was appointed as Director at OCEANFIRST FINANCIAL CORP. evidence_excerpt: Todd Schell, designated by Warburg, was appointed to serve as a director of OceanFirst evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 4fbf4fd6de claim: John R. Buran was appointed as Non-Executive Chairman at OCEANFIRST FINANCIAL CORP. evidence_excerpt: John R. Buran was appointed as the Non-Executive Chairman of the OceanFirst Board. evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 6cd888122c claim: Christopher D. Maher changed role as Chairman at OCEANFIRST FINANCIAL CORP. evidence_excerpt: Christopher D. Maher, the Chairman, President and Chief Executive Officer of OceanFirst, ceased serving as Chairman of the OceanFirst Board. evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 7062e66bbb claim: John F. Barros departed as Director at OCEANFIRST FINANCIAL CORP. evidence_excerpt: each John F. Barros, Kimberly M. Guadagno and Joseph M. Murphy, Jr., ceased to serve as a member of the OceanFirst Board evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 9cde1ad79e claim: Kimberly M. Guadagno departed as Director at OCEANFIRST FINANCIAL CORP. evidence_excerpt: each John F. Barros, Kimberly M. Guadagno and Joseph M. Murphy, Jr., ceased to serve as a member of the OceanFirst Board evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: dca5afd84e claim: Joseph M. Murphy, Jr. departed as Director at OCEANFIRST FINANCIAL CORP. evidence_excerpt: each John F. Barros, Kimberly M. Guadagno and Joseph M. Murphy, Jr., ceased to serve as a member of the OceanFirst Board evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm - claim_id: 7ba02576905313f76fba34fca1c0117123e2c10b claim: OCEANFIRST FINANCIAL CORP completed an acquisition involving Flushing Financial Corporation for 0.85 of a share (closed 2026-06-01). evidence_excerpt: of Flushing (“ Flushing Common Stock ”) issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, was converted into the right to receive 0.85 of a share (the “ Exchange Ratio ”) of common stock, par value $0.01 per share, of OceanFirst (“ OceanFirst Common Stock ” and such consideration, the “ Merger Consideration ”). evidence_url: https://www.sec.gov/Archives/edgar/data/1004702/000119312526251758/0001193125-26-251758-index.htm This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.