Grassi

Grassi is nationally ranked and recognized advisory, tax and accounting firm that provides industry-specific services to key market sectors.

Sources & updates

How this name was decided

the site's published name — stated on grassiadvisors.com, x.com

Profile sources

Last observed: Oct 29, 2026, 1:32 AM UTCRecent
Record last changed: Oct 29, 2026, 1:32 AM UTC
Observations: 7,103
Sources read: 25 of 27

This collection is not finished: 2 sources (declared_live, litigation) could not be read.

Legal Entities & Relationships

What other sites’ records say

abercpa.com links the same google site verification

A shared account is a relationship between the sites, not by itself a common owner.

Record

bistroaccounting.com links the same google site verification

A shared account is a relationship between the sites, not by itself a common owner.

Record

napolitanoaccounting.com links the same google site verification

A shared account is a relationship between the sites, not by itself a common owner.

Record

Relationship evidence

Identity revision 1, last changed 2026-10-29

a declared affiliated site is a relationship the publisher states, not common ownership
a declared provider account (gift cards, hiring, ordering) is a service relationship, not an affiliation
a register party at the business's premises is a candidate operator until the Place and legal resolvers bind it
a licensed operator of the business's premises operates those locations; it is not thereby the brand's owner
an employer a job board names on the openings posts them; it is not thereby the owner or the operator
an app's store seller or developer publishes the app; neither is thereby the restaurant's owner
a menu that names a producer names it; it is not a supply contract, a volume or an exclusivity
a mail or DMARC service domain in DNS is a technical service relationship, not an affiliation
a group the site says it is part of is a public affiliation; the equity chain and buying rights are separate questions
an organization that posts the openings, sells the app or holds a program account shares services with the business; that is not affiliation or ownership
a supplier or charitable partner the site's own page names and links is the publisher's statement; it is not a contract, a volume, an exclusivity or a gift amount

Published nameGrassi
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/ → declared Organization name
First observed
Oct 29, 2026, 1:28 AM UTC
Read from
https://www.grassiadvisors.com
Published descriptionGrassi is nationally ranked and recognized advisory, tax and accounting firm that provides industry-specific services to key market sectors.
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/
First observed
Oct 29, 2026, 1:28 AM UTC
Read from
https://www.grassiadvisors.com
Declared languageen-US
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/
First observed
Oct 29, 2026, 1:28 AM UTC
Read from
https://www.grassiadvisors.com
Canonical URLhttps://www.grassiadvisors.com/
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/
First observed
Oct 29, 2026, 1:28 AM UTC
Read from
https://www.grassiadvisors.com
Copyright lineCopyright © 2026 Grassi
Directly observed · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/
First observed
Oct 29, 2026, 1:28 AM UTC
Read from
https://www.grassiadvisors.com
Grassi
Grassi
https://www.grassiadvisors.com/
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/
First observed
Oct 29, 2026, 1:28 AM UTC
Read from
https://www.grassiadvisors.com
Logo
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/ → declared Organization logo
First observed
Oct 29, 2026, 1:28 AM UTC
Read from
https://www.grassiadvisors.com

SEC EDGAR

RegistrantOCEANFIRST FINANCIAL CORP
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
CIK1004702
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
EIN22-3412577
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
SIC6021 National Commercial Banks
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
Entity typeoperating
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
Filer categoryLarge accelerated filer
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
State of incorporationDE
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
Fiscal year end12-31
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
Listed asNasdaq:OCFC
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
Business address975 HOOPER AVE, TOMS RIVER, NJ, 08753-8396
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov
Former nameOCEAN FINANCIAL CORP
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://data.sec.gov/submissions/CIK0001004702.json → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://data.sec.gov

Consolidated statements of financial condition

	2025-12-31Dec. 31, 2025	2024-12-31Dec. 31, 2024
Assets
Cash and due from banks	135,130,000	123,615,000
Debt securities available-for-sale, at estimated fair value (encumbered $897,491 at December 31, 2025 and $470,844 at December 31, 2024)	1,231,827,000	827,500,000
Debt securities held-to-maturity, net of allowance for securities credit losses of $811 at December 31, 2025 and $967 at December 31, 2024 (estimated fair value of $825,790 at December 31, 2025 and $952,917 at December 31, 2024) (encumbered $543,425 at December 31, 2025 and $599,200 at December 31, 2024)	881,568,000	1,045,875,000
Equity investments (encumbered $4,975 at December 31, 2025 and $0 at December 31, 2024)(this filer’s own measure)	91,882,000	84,104,000
Restricted equity investments, at cost	129,329,000	108,634,000
Loans receivable, net of allowance for loan credit losses of $83,726 at December 31, 2025 and $73,607 at December 31, 2024	10,970,666,000	10,055,429,000
Loans held-for-sale(this filer’s own measure)	5,768,000	21,211,000
Interest and dividends receivable	49,010,000	45,914,000
Other real estate owned	10,266,000	1,811,000
Premises and equipment, net	112,743,000	115,256,000
Bank owned life insurance	270,301,000	270,208,000

Show the remaining 24 line items

	2025-12-31Dec. 31, 2025	2024-12-31Dec. 31, 2024
Goodwill	517,481,000	523,308,000
Intangibles	9,046,000	12,680,000
Other assets	149,300,000	185,702,000
Total assets	14,564,317,000	13,421,247,000
Liabilities and Stockholders’ Equity
Deposits	10,964,405,000	10,066,342,000
FHLB advances	1,397,179,000	1,072,611,000
Securities sold under agreements to repurchase with customers	54,434,000	60,567,000
Other borrowings	255,233,000	197,546,000
Advances by borrowers for taxes and insurance	21,245,000	23,031,000
Other liabilities	209,271,000	298,393,000
Total liabilities	12,901,767,000	11,718,490,000
Stockholders’ equity:
Preferred stock, $0.01 par value, $1,000 liquidation preference, 5,000,000 shares authorized, 0 and 57,370 shares issued at December 31, 2025 and December 31, 2024, respectively.	0	1,000
Common stock, $0.01 par value, 150,000,000 shares authorized, 62,942,427 and 62,673,192 shares issued at December 31, 2025 and December 31, 2024, respectively; and 57,390,569 and 58,554,871 shares outstanding at December 31, 2025 and December 31, 2024, respectively	625,000	613,000
Additional paid-in capital	1,118,331,000	1,168,321,000
Retained earnings	662,616,000	641,727,000
Accumulated other comprehensive loss	(2,159,000)	(15,853,000)
Less: Unallocated common stock held by ESOP	(1,301,000)	(2,542,000)
Treasury stock, 5,551,858 and 4,118,321 shares at December 31, 2025 and December 31, 2024, respectively	(115,562,000)	(90,617,000)
OceanFirst Financial Corp. stockholders’ equity	1,662,550,000	1,701,650,000
Non-controlling interest	0	1,107,000
Total stockholders’ equity	1,662,550,000	1,702,757,000
Total liabilities and stockholders’ equity	14,564,317,000	13,421,247,000

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R3.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION (Parenthetical)

	2025-12-31Dec. 31, 2025	2024-12-31Dec. 31, 2024
Statement of Financial Position [Abstract]
Securities available-for-sale, encumbered	897,491,000	470,844,000
Allowance for credit losses	811,000	967,000
Securities held-to-maturity, fair value	825,790,000	952,917,000
Securities held-to-maturity, encumbered	543,425,000	599,200,000
Equity investments, encumbered(this filer’s own measure)	4,975,000	0
Allowance for loan credit losses	83,726,000	73,607,000
Preferred stock, par value (in dollars per share)	0.01	0.01
Preferred stock, liquidation preference	1,000	1,000
Preferred stock, shares authorized (in shares)	5,000,000	5,000,000
Preferred stock, shares issued (in shares)	0	57,370
Common stock, par value (in dollars per share)	0.01	0.01

Show the remaining 4 line items

	2025-12-31Dec. 31, 2025	2024-12-31Dec. 31, 2024
Common stock, shares authorized (in shares)	150,000,000	150,000,000
Common stock, shares issued (in shares)	62,942,427	62,673,192
Common stock, shares outstanding (in shares)	57,390,569	58,554,871
Treasury stock, shares (in shares)	5,551,858	4,118,321

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R4.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Consolidated statements of income

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Interest income:
Loans	556,894,000	545,243,000	521,865,000
Debt securities	72,057,000	77,749,000	59,273,000
Equity investments and other	13,503,000	19,181,000	26,836,000
Total interest income	642,454,000	642,173,000	607,974,000
Interest expense:
Deposits	216,180,000	242,133,000	172,018,000
Borrowed funds	66,051,000	66,005,000	66,225,000
Total interest expense	282,231,000	308,138,000	238,243,000
Net interest income	360,223,000	334,035,000	369,731,000
Provision for credit losses	16,171,000	7,689,000	17,678,000
Net interest income after provision for credit losses	344,052,000	326,346,000	352,053,000

Show the remaining 43 line items

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Other income (loss):
Bankcard services revenue(this filer’s own measure)	6,534,000	6,197,000	5,912,000
Net gain on sales of loans	3,686,000	2,358,000	428,000
Net gain (loss) on equity investments	916,000	4,225,000	(3,732,000)
Net loss from other real estate operations	(285,000)	(20,000)	0
Income from bank owned life insurance	7,753,000	7,905,000	5,280,000
Commercial loan swap income	3,649,000	879,000	741,000
Other	3,069,000	5,107,000	1,212,000
Total other income	44,701,000	50,187,000	33,624,000
Operating expenses:
Compensation and employee benefits	159,353,000	138,341,000	135,802,000
Occupancy	22,874,000	20,811,000	21,188,000
Equipment	3,597,000	4,250,000	4,650,000
Marketing	5,653,000	5,165,000	4,238,000
Federal deposit insurance and regulatory assessments	11,599,000	10,955,000	11,157,000
Data processing	27,723,000	24,280,000	24,835,000
Check card processing(this filer’s own measure)	4,582,000	4,412,000	4,640,000
Professional fees	15,090,000	9,483,000	18,297,000
Amortization of intangibles	3,634,000	3,333,000	3,984,000
Branch consolidation expense, net(this filer’s own measure)	0	0	70,000
Merger related expenses	4,253,000	1,779,000	22,000
Restructuring charges	11,526,000	0	0
Other operating expense	26,353,000	23,068,000	20,029,000
Total operating expenses	296,237,000	245,877,000	248,912,000
Income before provision for income taxes	92,516,000	130,656,000	136,765,000
Provision for income taxes	21,489,000	30,266,000	32,700,000
Net income	71,027,000	100,390,000	104,065,000
Net income attributable to non-controlling interest	49,000	325,000	36,000
Net income attributable to OceanFirst Financial Corp.	70,978,000	100,065,000	104,029,000
Dividends on preferred shares	2,008,000	4,016,000	4,016,000
Loss on redemption of preferred stock(this filer’s own measure)	1,842,000	0	0
Net income available to common stockholders, basic	67,128,000	96,049,000	100,013,000
Net income available to common stockholders, diluted	67,128,000	96,049,000	100,013,000
Basic earnings per share (in dollars per share)	1.17	1.65	1.70
Diluted earnings per share (in dollars per share)	1.17	1.65	1.70
Average basic shares outstanding (in shares)	57,419,000	58,296,000	58,948,000
Average diluted shares outstanding (in shares)	57,425,000	58,297,000	58,957,000
Trust and asset management revenueTrust and asset management revenue
Trust and asset management revenueOther income (loss):
Trust and asset management revenueRevenue	1,514,000	1,745,000	2,529,000
Fees and service chargesFees and service charges
Fees and service chargesOther income (loss):
Fees and service chargesRevenue	17,865,000	21,791,000	21,254,000

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R5.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Consolidated statements of comprehensive income

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Statement of Comprehensive Income [Abstract]
Net income	71,027,000	100,390,000	104,065,000
Other comprehensive income:
Unrealized gain on debt securities (net of tax expense of $4,235, $1,561 and $4,560 in 2025, 2024 and 2023, respectively)	13,293,000	4,698,000	14,312,000
Accretion of unrealized loss on debt securities reclassified to held-to-maturity (net of tax expense of $200, $169 and $213 in 2025, 2024, and 2023, respectively)	288,000	244,000	290,000
Unrealized loss on cash flow derivative hedges (net of tax benefit of $34, $304 and $257 in 2025, 2024 and 2023, respectively)	(108,000)	(956,000)	(808,000)
Reclassification adjustment for loss included in net income (net of tax expense of $70, $326 and $423 in 2025, 2024 and 2023, respectively)	221,000	1,023,000	1,326,000
Total other comprehensive income, net of tax	13,694,000	5,009,000	15,120,000
Total comprehensive income	84,721,000	105,399,000	119,185,000
Less: comprehensive income attributable to non-controlling interest	49,000	325,000	36,000
Total comprehensive income attributable to OceanFirst Financial Corp.	84,672,000	105,074,000	119,149,000
Less: dividends on preferred shares	2,008,000	4,016,000	4,016,000

Show the remaining 2 line items

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Preferred Stock Redemption (Gain) Loss, Net(this filer’s own measure)	1,842,000	0	0
Total comprehensive income available to common stockholders(this filer’s own measure)	80,822,000	101,058,000	115,133,000

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R6.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (Parenthetical)

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Statement of Comprehensive Income [Abstract]
Unrealized gain on debt securities, tax expense	4,235,000	1,561,000	4,560,000
Accretion of unrealized loss on debt securities reclassified to held-to-maturity, tax expense(this filer’s own measure)	200,000	169,000	213,000
Unrealized loss on cash flow derivative hedges, tax benefit	34,000	304,000	257,000
Reclassification adjustment for loss included in net income, tax expense	70,000	326,000	423,000

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R7.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY (Parenthetical)

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Statement of Stockholders' Equity [Abstract]
Cash dividend per share (in dollars per share)	0.80	0.80	0.80
Purchase of common stock (in shares)	1,433,537	1,383,238

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R9.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Consolidated statements of cash flows

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Cash flows from operating activities:
Net income	71,027,000	100,390,000	104,065,000
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation and amortization of premises and equipment	10,300,000	10,903,000	12,327,000
Allocation of ESOP stock	1,167,000	1,114,000	2,070,000
Stock compensation	4,869,000	6,084,000	5,854,000
Net excess tax expense on stock compensation(this filer’s own measure)	195,000	365,000	243,000
Amortization of intangibles	3,634,000	3,333,000	3,984,000
Net accretion of purchase accounting adjustments	(1,455,000)	(2,865,000)	(5,848,000)
Amortization of servicing asset	480,000	308,000	90,000
Net (discount) premium amortization in excess of discount accretion on securities	(3,539,000)	870,000	3,133,000
Net amortization of deferred costs on borrowings	338,000	626,000	598,000

Show the remaining 87 line items

12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Net amortization of deferred fees/costs and premiums/discounts on loans(this filer’s own measure)	(9,429,000)	(3,055,000)	(1,094,000)
Provision for credit losses	16,171,000	7,689,000	17,678,000
Net write-down of fixed assets held-for-sale to net realizable value	0	0	459,000
Net loss (gain) on sale of fixed assets	2,000	(131,000)	(26,000)
Net (gain) loss on equity investments	(916,000)	(4,225,000)	3,732,000
Net gain on sales of loans	(3,686,000)	(2,358,000)	(428,000)
Net loss on sale of available-for-sale securities	34,000	106,000	697,000
Proceeds from sales of residential loans held for sale	504,329,000	270,171,000	58,495,000
Residential loans originated for sale	(485,200,000)	(283,858,000)	(62,543,000)
Write down of other real estate owned(this filer’s own measure)	198,000	0	0
Increase in value of bank owned life insurance(this filer’s own measure)	(7,246,000)	(6,566,000)	(5,280,000)
Net (gain) loss on sale of assets held for sale(this filer’s own measure)	0	(855,000)	233,000
(Increase) decrease in interest and dividends receivable	(3,096,000)	5,960,000	(7,170,000)
Deferred tax provision (benefit)	3,009,000	(337,000)	3,151,000
Net loss on disposal of controlling interest in Trident	4,338,000	0	0
Decrease (increase) in other assets	29,319,000	(3,364,000)	34,504,000
Decrease in other liabilities	(47,632,000)	(8,062,000)	(44,663,000)
Total adjustments	16,184,000	(8,147,000)	20,196,000
Net cash provided by operating activities	87,211,000	92,243,000	124,261,000
Cash flows from investing activities:
Net (increase) decrease in loans receivable(this filer’s own measure)	(913,989,000)	199,094,000	(243,545,000)
Purchases of loan pools	(26,859,000)	(84,464,000)	(35,904,000)
Discounts received (premiums paid) on purchased loan pools(this filer’s own measure)	2,562,000	8,397,000	(1,210,000)
Proceeds from sale of loans(this filer’s own measure)	8,640,000	0	0
Purchase of debt securities available-for-sale	(809,714,000)	(256,784,000)	(302,909,000)
Purchase of debt securities held-to-maturity(this filer’s own measure)	0	(6,971,000)	(65,567,000)
Purchase of equity investments	(7,647,000)	(3,082,000)	(7,661,000)
Proceeds from maturities and calls of debt securities available-for-sale	9,914,000	19,537,000	22,376,000
Proceeds from maturities and calls of debt securities held-to-maturity	52,715,000	22,217,000	19,425,000
Proceeds from sales of debt securities available-for-sale	141,638,000	7,121,000	1,300,000
Proceeds from sales of equity investments	365,000	22,782,000	4,822,000
Principal repayments on debt securities available-for-sale(this filer’s own measure)	269,737,000	162,329,000	926,000
Principal repayments on debt securities held-to-maturity(this filer’s own measure)	114,613,000	100,472,000	108,037,000
Proceeds from bank owned life insurance	7,153,000	2,856,000	385,000
Proceeds from the redemption of restricted equity investments	336,020,000	81,199,000	128,964,000
Purchases of restricted equity investments	(356,715,000)	(96,067,000)	(113,447,000)
Proceeds from sales of other real estate owned	912,000	0	0
Proceeds from sales of assets held-for-sale	0	883,000	3,719,000
Purchases of premises and equipment	(7,700,000)	(7,567,000)	(7,708,000)
Proceeds from disposal of premises and equipment	0	3,380,000	0
Proceeds from disposal of controlling interest in Trident	2,750,000	0	0
Net cash consideration paid for acquisition	0	(68,932,000)	0
Net cash (used in) provided by investing activities	(1,175,605,000)	106,400,000	(487,997,000)
Cash flows from financing activities:
Net increase (decrease) in deposits	857,974,000	(366,502,000)	760,023,000
(Decrease) increase in short-term borrowings	(6,204,000)	(12,667,000)	3,950,000
Net proceeds (repayment) from FHLB advances(this filer’s own measure)	324,568,000	223,975,000	(362,530,000)
Net proceeds from issuance of subordinated notes	181,882,000	0	0
Repayments of other borrowings	(125,000,000)	0	0
(Decrease) increase in advances by borrowers for taxes and insurance	(1,786,000)	624,000	1,002,000
Exercise of stock options	717,000	571,000	702,000
Payment of employee taxes withheld from stock awards	(1,402,000)	(2,391,000)	(2,350,000)
Purchase of treasury stock	(24,908,000)	(21,476,000)	0
Dividends paid	(48,247,000)	(50,880,000)	(51,274,000)
Redemption of preferred stock	(57,370,000)	0	0
Distributions to non-controlling interest	(315,000)	0	(55,000)
Net cash provided by (used) in financing activities	1,099,909,000	(228,746,000)	349,468,000
Net increase (decrease) in cash and due from banks and restricted cash	11,515,000	(30,103,000)	(14,268,000)
Cash and due from banks and restricted cash at beginning of year	123,615,000	153,718,000	167,986,000
Cash and due from banks and restricted cash at end of year	135,130,000	123,615,000	153,718,000
Supplemental disclosure of cash flow information:
Cash and due from banks at beginning of year	123,615,000	153,718,000	167,946,000
Restricted cash at beginning of year	0	0	40,000
Cash and due from banks at end of year	135,130,000	123,615,000	153,718,000
Restricted cash at end of year	0	0	0
Cash paid during the year for:
Interest	279,171,000	320,264,000	225,405,000
Income taxes	20,689,000	33,786,000	29,331,000
Non-cash activities:
Accretion of unrealized loss on securities reclassified to held-to-maturity(this filer’s own measure)	487,000	413,000	503,000
Net loan charge-offs(this filer’s own measure)	5,445,000	1,555,000	8,382,000
Transfer of premises and equipment to assets held-for-sale(this filer’s own measure)	0	0	1,302,000
Transfer of securities from held-to-maturity to available-for-sale(this filer’s own measure)	0	500,000	0
Transfer of loans receivable to other real estate owned	9,565,000	0	0
Transfer of loans receivable to loans held-for-sale	8,640,000	0	0
Settlement of preexisting loan receivable from Spring Garden(this filer’s own measure)	0	96,979,000	0
Non-cash assets acquired:
Loans(this filer’s own measure)	0	140,062,000	0
Premises and equipment	0	157,000	0
Other real estate owned(this filer’s own measure)	0	1,666,000	0
Other assets	0	1,122,000	0
Goodwill and other intangible assets, net	0	23,662,000	0
Total non-cash assets acquired	0	166,669,000	0
Liabilities assumed:
Other liabilities	0	4,033,000	0
Total lease and other liabilities(this filer’s own measure)	0	4,033,000	0
Total liabilities assumed	0	4,033,000	0

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Revenue by type
12 Months Ended 2025-12-31 2024-12-31 2023-12-31
Trust and asset management revenue 1,514,000 1,745,000 2,529,000
Fees and service charges 17,865,000 21,791,000 21,254,000
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Long-term DebtUSD 255,233,000 · as at 2025-12-31 · 10-K filed 2026-02-27
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Cash and Cash Equivalents, at Carrying ValueUSD 62,544,000 · as at 2012-12-31 · 10-K filed 2013-03-15 · NOT CURRENT: this filer last reported this concept here, and reports more recent periods under another
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Entity Public FloatUSD 977,631,160 · as at 2025-06-30 · 10-K filed 2026-02-27
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Entity Common Stock, Shares Outstandingshares 57,402,016 · as at 2026-02-19 · 10-K filed 2026-02-27
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Operating Lease, CostUSD 5,016,000 · year to 2025-12-31 · 10-K filed 2026-02-27
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WARBURG PINCUS LLC
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
1162870
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COSCIA ANTHONY R

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 60,489 Common Stock
SEC CIK: 1199796

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

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BURAN JOHN R

director

SEC insider of OCEANFIRST FINANCIAL CORP

By 401(k) Plan: 0 Common Stock
Holds: 78,292 Common Stock
SEC CIK: 1237678

Show 1 notice of intent to sell

Intends to sell 113,630 Common Stock, worth 2,204,828.36 when filed, on or about 2026-08-07held as 401(k) Account Purchases · through Empower

Show 5 reported transactions

2026-08-07	open-market or private saleThis form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c).Shares sold to facilitate rollover of assets from 401(k) Plan.	113,463 @ 19.4036	disposed
2026-08-07	open-market or private saleThis form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c).Shares sold to facilitate rollover of assets from 401(k) Plan	113,630 @ 19.4036	disposed
2026-06-03	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of Flushing restricted stock awards pursuant to the Merger Agreement. No shares were sold.Due to a clerical error, the aforementioned withholding of shares was inadvertently omitted from the original filing. This Amendment is being filed to correct this error.	35,037 @ 18.25	disposed
2026-06-01	grant or awardOn June 1, 2026, OceanFirst Financial Corp. ("OceanFirst") completed its previously announced merger with Flushing Financial Corporation ("Flushing") pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the "Merger Agreement") by and among OceanFirst, Flushing, and Apollo Merger Sub Corp. (the "Merger"). At the effective time of the Merger, each share of Flushing common stock was converted into the right to receive 0.85 of a share (the "Exchange Ratio") of OceanFirst common stock with cash paid in lieu of any fractional share.Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.	113,265	acquired
2026-06-01	grant or awardOn June 1, 2026, OceanFirst Financial Corp. ("OceanFirst") completed its previously announced merger with Flushing Financial Corporation ("Flushing") pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the "Merger Agreement") by and among OceanFirst, Flushing, and Apollo Merger Sub Corp. (the "Merger"). At the effective time of the Merger, each share of Flushing common stock was converted into the right to receive 0.85 of a share (the "Exchange Ratio") of OceanFirst common stock with cash paid in lieu of any fractional share.Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.	113,329	acquired

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GRASSI LOUIS C

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 104,737 Common Stock
SEC CIK: 1237957

Show 1 reported transaction

2026-06-01

grant or awardRepresents shares of Issuer Common Stock received pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the "Merger Agreement"), by and among OceanFirst Financial Corp. (the "Issuer"), Flushing Financial Corporation ("FFIC"), and Apollo Merger Sub Corp. ("Merger Sub"). At the effective time of the merger (the "Effective Time"), each share of FFIC common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.85 shares of Issuer Common Stock (the "Exchange Ratio") with cash paid in lieu of any fractional shares, in accordance with the Merger Agreement.Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.Includes 4,080 restricted stock units acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby, which cliff vest on January 30, 2027.

104,737

acquired

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TORRES GRACE C

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 24,158 Common Stock
SEC CIK: 1246178

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

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DIorio Steven J

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 52,190 Common Stock
SEC CIK: 1312455

Show 1 reported transaction

2026-06-01

52,190

acquired

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Maher Christopher

Chairman and CEO · officer · director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 368,621 Common Stock
By Spouse: 5,000 Common Stock
By 401(k) Plan: 28,409 Common Stock
By ESOP: 6,457 Common Stock
Holds: 166,380 Stock Option (right to buy) (a claim on shares, not shares)
SEC CIK: 1343583

Show 7 reported transactions

2026-03-04	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.	14,147 @ 18.58	disposed
2026-03-01	disposition to the issuerRepresents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future.	34,149	disposed
2026-02-27	grant or awardRestricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	28,904	acquired
2026-02-27	grant or awardRestricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future.	43,355	acquired
2026-02-17	shares withheld for exercise price or taxTotal includes shares of restricted Common stock that have not yet vested.	55,172 @ 19.71	disposed
2026-02-17	exercise or conversion of a derivativeTotal includes shares of restricted Common stock that have not yet vested.	59,677 @ 17.28	acquired
2026-02-17	exercise or conversion of a derivativeStock Option (right to buy) → 59,677 Common Stock · exercisable at 17.28 · expires 2026-03-16	59,677 @ 17.28	disposed

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Katsoulis Nicos

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 31,096 Common Stock
By Spouse: 3,022 Common Stock
SEC CIK: 1408329

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

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Han Sam Sang Ki

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 65,323 Common Stock
SEC CIK: 1411451

Show 1 reported transaction

2026-06-01

65,323

acquired

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Lebel Joseph III

Senior EVP and COO · officer · director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 320,152 Common Stock
By 401(k): 12,976 Common Stock
By ESOP: 15,093 Common Stock
By Spouse: 783 Common Stock
Holds: 153,585 Stock Option (right to buy) (a claim on shares, not shares)
SEC CIK: 1424070

Show 7 reported transactions

2026-03-04	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.	9,499 @ 18.58	disposed
2026-03-01	disposition to the issuerRepresents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future.	31,303	disposed
2026-02-27	grant or awardRestricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	26,304	acquired
2026-02-27	grant or awardRestricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future.	39,452	acquired
2026-02-17	shares withheld for exercise price or taxTotal includes shares of restricted Common stock that have not yet vested.	34,460 @ 19.71	disposed
2026-02-17	exercise or conversion of a derivativeTotal includes shares of restricted Common stock that have not yet vested.	37,500 @ 17.28	acquired
2026-02-17	exercise or conversion of a derivativeStock Option (right to buy) → 37,500 Common Stock · exercisable at 17.28 · expires 2026-03-16	37,500 @ 17.28	disposed

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Tsimbinos Steven James

Senior EVP & Corp. Secretary · officer

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 202,999 Common Stock
By 401(k): 10,234 Common Stock
By ESOP: 7,759 Common Stock
Holds: 76,790 Stock Option (right to buy) (a claim on shares, not shares)
SEC CIK: 1501127

Show 7 reported transactions

2026-03-04	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.	4,629 @ 18.58	disposed
2026-03-01	disposition to the issuerRepresents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future.	17,075	disposed
2026-02-27	grant or awardRestricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	13,844	acquired
2026-02-27	grant or awardRestricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future.	20,765	acquired
2026-02-17	shares withheld for exercise price or taxTotal includes shares of restricted common stock that have not yet vested.	13,784 @ 19.71	disposed
2026-02-17	exercise or conversion of a derivativeTotal includes shares of restricted common stock that have not yet vested.	15,000 @ 17.28	acquired
2026-02-17	exercise or conversion of a derivativeStock Option (right to buy) → 15,000 Common Stock · exercisable at 17.28 · expires 2026-03-16	15,000 @ 17.28	disposed

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Warburg Pincus (Bermuda) Private Equity GP Ltd.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
1555729
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ESTEP MICHELE B

SEVP & CAO, OceanFirst Bank

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 177,682 Common Stock
By ESOP: 3,980 Common Stock
Holds: 76,790 Stock Option (right to buy) (a claim on shares, not shares)
SEC CIK: 1577826

Show 4 reported transactions

2026-03-04	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.	4,629 @ 18.58	disposed
2026-03-01	disposition to the issuerRepresents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future.	17,075	disposed
2026-02-27	grant or awardRestricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	13,844	acquired
2026-02-27	grant or awardRestricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future.	20,765	acquired

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Barrett Patrick Sean

Senior EVP & CFO · officer

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 147,350 Common Stock
By ESOP: 1,210 Common Stock
SEC CIK: 1591893

Show 4 reported transactions

2026-03-04	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.	5,643 @ 18.48	disposed
2026-03-01	disposition to the issuerRepresents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future.	18,972	disposed
2026-02-27	grant or awardRestricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	15,228	acquired
2026-02-27	grant or awardRestricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future.	22,840	acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Scopellite Steven

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 16,711 Common Stock
Holds: 17,065 Stock Option (Right to Buy (a claim on shares, not shares)
SEC CIK: 1596018

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000159601826000002/wk-form4_1772573881.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

DelliBovi Alfred A

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 52,262 Common Stock
SEC CIK: 1612155

Show 1 reported transaction

2026-06-01

52,262

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000077/wk-form4_1780502633.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Farris Jack M.

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 22,406 Common Stock
Holds: 17,065 Stock Option (right to buy) (a claim on shares, not shares)
SEC CIK: 1636468

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000163646826000002/wk-form4_1772573290.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Yoh Caren C

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 52,262 Common Stock
SEC CIK: 1640889

Show 1 reported transaction

2026-06-01

52,262

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000100470226000093/wk-form4_1780504338.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Warburg Pincus Partners II (Cayman), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
1658820
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov

Guadagno Kimberly M

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 20,906 Common Stock
SEC CIK: 1745788

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000174578826000002/wk-form4_1772573615.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Murphy Joseph M. Jr.

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 182,964 Common Stock
By Corporation: 72,800 Common Stock
By IRA: 56,000 Common Stock
By Son A: 24,000 Common Stock
By Daughter: 24,000 Common Stock
By Son B: 20,000 Common Stock
SEC CIK: 1796954

Show 1 notice of intent to sell

Intends to sell 150,000 Common, worth 2,682,000 when filed, on or about 2026-03-23held as Estate Distribution · through Morgan Stanley Smith Barney LLC Executive Financial Services

Show 2 reported transactions

2026-02-27	grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	2,769	acquired
2025-10-29	acquired or disposed by will or intestacyRepresents shares held in IRA inherited by Mr. Murphy.	56,000	acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000179695426000002/wk-form4_1772573679.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Turner Patricia Lynne

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 15,846 Common Stock
IRA: 525 Common Stock
SEC CIK: 1826981

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000182698126000003/wk-form4_1772574823.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Chong Patrick

SVP/Principal Accounting Off.

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 1,914 Common Stock
ESOP: 1,540 Common Stock
SEC CIK: 1964754

Show 2 reported transactions

2026-02-23	grant or awardReflects annual allocation of ESOP shares.	293	acquired
2025-02-26	grant or awardRepresents allocation of shares from Registrant's Employee Stock Ownership Program. Total also includes in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c).	800	acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000196475426000007/wk-form4a_1773239487.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Schaeffer Brian

SEVP & CIO, OceanFirst Bank

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 83,068 Common Stock
By ESOP: 3,471 Common Stock
SEC CIK: 1992779

Show 1 notice of intent to sell

Intends to sell 5,500 Common Stock, worth 103,977.5 when filed, on or about 2026-08-31held as Equity Awards · through Ameriprise Financial Services

Show 4 reported transactions

2026-08-31	open-market or private saleTotal includes shares of restricted common stock that have not yet vested.	5,500 @ 18.905	disposed
2026-03-04	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.	1,837 @ 18.58	disposed
2026-02-27	grant or awardRestricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	10,244	acquired
2026-02-27	grant or awardRestricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future.	15,365	acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000199277926000008/wk-form4_1788284348.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Barros John F

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 9,363 Common Stock
SEC CIK: 1994505

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000199450526000002/wk-form4_1772573042.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Garrett Robert C

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 8,971 Common Stock
SEC CIK: 1997336

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000199733626000003/wk-form4_1772573464.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Berninger David

Senior EVP & CRO · officer

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 99,708 Common Stock
By ESOP: 361 Common Stock
SEC CIK: 1997904

Show 3 reported transactions

2026-03-04	shares withheld for exercise price or taxThe reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock.	3,541 @ 18.58	disposed
2026-02-27	grant or awardRestricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.	11,076	acquired
2026-02-27	grant or awardRestricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future.	16,612	acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000199790426000004/wk-form4_1772827019.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Wilson-Scott Dalila

director

SEC insider of OCEANFIRST FINANCIAL CORP

Holds: 9,117 Common Stock
SEC CIK: 1999567

Show 1 reported transaction

2026-02-27

grant or awardRestricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future.

2,769

acquired

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000199956726000002/wk-form4_1772574895.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Schell Todd
director
- SEC insider of OCEANFIRST FINANCIAL CORP
Holds
0 Common Stock
SEC CIK
2000176
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000100470226000095/wk-form3_1780507003.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS (CAYMAN) GLOBAL GROWTH 14 GP, L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003345
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS FINANCIAL SECTOR II PARTNERS (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003367
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS (CALLISTO) GLOBAL GROWTH 14 (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003368
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS (CAYMAN) GLOBAL GROWTH 14 GP LLC
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003491
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS (CAYMAN) FINANCIAL SECTOR II GP LLC
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003512
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS (CAYMAN) FINANCIAL SECTOR II GP, L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003513
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS FINANCIAL SECTOR II (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003515
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WP GLOBAL GROWTH 14 PARTNERS (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003517
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS FINANCIAL SECTOR II-E (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003518
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS (EUROPA) GLOBAL GROWTH 14 (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003520
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS GLOBAL GROWTH 14-B (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003529
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS GLOBAL GROWTH 14 PARTNERS (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003530
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WARBURG PINCUS GLOBAL GROWTH 14-E (CAYMAN), L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2003531
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WPGG 14 Orion Investments, L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2137447
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WPFS II Orion Investments GP, LLC
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2137863
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WPGG 14 Orion Investments GP, LLC
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2137866
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
WPFS II Orion Investments, L.P.
director
- SEC insider of OCEANFIRST FINANCIAL CORP
See Footnotes.
9,574,639 Common Stock, par value $0.01/share
See Footnotes.
1,812 Non-Voting Common Equivalent Stock, par value $0.01/share
SEC CIK
2138020
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
Other named executive officers, average
average of the named executive officers other than the chief executive
Pay, year to 2025-12-31
1,629,454 reported total · 1,429,019 actually paid
Pay, year to 2024-12-31
1,480,534 reported total · 1,561,495 actually paid
Pay, year to 2023-12-31
1,436,294 reported total · 851,319 actually paid
Pay, year to 2022-12-31
1,221,449 reported total · 904,520 actually paid
Pay, year to 2021-12-31
1,420,768 reported total · 1,835,010 actually paid
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
Mr. Maher
principal executive officer
Pay, year to 2025-12-31
3,124,340 reported total · 2,795,318 actually paid
Pay, year to 2024-12-31
3,049,880 reported total · 3,083,255 actually paid
Pay, year to 2023-12-31
2,933,196 reported total · 1,775,736 actually paid
Pay, year to 2022-12-31
3,061,528 reported total · 2,297,791 actually paid
Pay, year to 2021-12-31
3,161,351 reported total · 3,903,652 actually paid
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov

Shareholder return and performance

	2025-12-3112 Months Ended	2024-12-3112 Months Ended	2023-12-3112 Months Ended	2022-12-3112 Months Ended	2021-12-3112 Months Ended	2022-12-3124 Months Ended	2023-12-3136 Months Ended	2024-12-3148 Months Ended	2025-12-3160 Months Ended
Value of $100 invested in this company					123.13	99.15	85.77	109.42	103.87
Value of $100 invested in the peer group					136.64	93.07	99.60	113.20	106.50
Net income	67,128,000	96,049,000	100,013,000	142,587,000	106,060,000
Core earnings, the measure this company selected	81,890,000	93,559,000	104,718,000	137,961,000	111,165,000

About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links

Published by a third-party source

Observed via: https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About: OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from: https://www.sec.gov

Material events reported in the last year
- 2026-10-27 reported results of operations and financial condition · made a Regulation FD disclosure · reported another event it considers material
- 2026-07-31 reported results of operations and financial condition · made a Regulation FD disclosure · reported another event it considers material
- 2026-06-30 reported another event it considers material
- 2026-06-30 reported another event it considers material
- 2026-06-08 reported another event it considers material
- 2026-06-01 entered a material agreement · completed an acquisition or disposal of assets · took on a direct financial obligation · sold unregistered equity · modified the rights of security holders · changed its directors or principal officers · amended its articles or bylaws, or changed its fiscal year · made a Regulation FD disclosure
- 2026-05-28 changed its directors or principal officers · reported the results of a shareholder vote
- 2026-05-01 made a Regulation FD disclosure
- 2026-04-27 reported another event it considers material
- 2026-04-23 reported results of operations and financial condition · made a Regulation FD disclosure
- 2026-04-15 reported another event it considers material
- 2026-04-07 reported the results of a shareholder vote · reported another event it considers material
Show the remaining 5
2026-01-29 made a Regulation FD disclosure
2026-01-22 reported results of operations and financial condition · made a Regulation FD disclosure · reported another event it considers material
2026-01-05 entered a material agreement · sold unregistered equity
2025-12-30 made a Regulation FD disclosure · reported another event it considers material
2025-10-29 entered a material agreement · took on a direct financial obligation · reported another event it considers material
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000100470226000122/0001004702-26-000122-index.html → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov
Latest annual report10-K filed 2026-02-27 · for the year ending 2025-12-31
About OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Published by a third-party source
Observed via
https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/0001004702-26-000015-index.html → https://ir.oceanfirst.com/financials/sec-filings/default.aspx
About
OCEANFIRST FINANCIAL CORP, the SEC registrant the site links
Read from
https://www.sec.gov

Grassi Employees & Ownership

The latest people collection is incomplete. Previously confirmed people remain available with their original dates.

Aaron RupperPartner

Emailarupper@grassiadvisors.comin the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/aaron-rupper/
Phone516.336.2487in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/aaron-rupper/

Stated by 2 sources

https://www.grassiadvisors.com/people/?sf_paged=8 · Published person (page markup) · Partner
https://www.grassiadvisors.com/team/aaron-rupper/ · Mailbox on the site that spells the person's name

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Alan SilversteinAlan Silverstein, CPA, PFS Principal

Roles

Principalhttps://www.grassiadvisors.com/people/?sf_paged=8

Emailasilverstein@grassiadvisors.comin the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/alan-silverstein/
Phone516.336.2452in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/alan-silverstein/

Stated by 3 sources

https://www.grassiadvisors.com/people/?sf_paged=8 · Published person (page markup) · Principal
https://www.grassiadvisors.com/team/alan-silverstein/ · Published person (name and role labels) · Alan Silverstein, CPA, PFS Principal
https://www.grassiadvisors.com/team/alan-silverstein/ · Mailbox on the site that spells the person's name

Person issues · 1

Title
the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles
Selected source: https://www.grassiadvisors.com/team/alan-silverstein/
https://www.grassiadvisors.com/people/?sf_paged=8
Principal

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Alessandra GrassiDirector of Wealth Management Strategies

Phone212.223.5006in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/alessandra-grassi/
Emailagrassi@grassiadvisors.comin the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/alessandra-grassi/

Stated by 2 sources

https://www.grassiadvisors.com/people/?sf_paged=3 · Published person (page markup) · Director of Wealth Management Strategies
https://www.grassiadvisors.com/team/alessandra-grassi/ · Mailbox on the site that spells the person's name

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Alfred A DelliBoviDirectorlast seen 2026-06-01

Stated by 1 source

https://www.sec.gov/Archives/edgar/data/1004702/000100470226000077/wk-form4_1780502633.xml · Named as a reporting officer or director in an SEC ownership filing · Director · published 2026-06-01

Published by a third-party source · confirmed Oct 29, 2026, 1:32 AM UTC

First observed: Oct 29, 2026, 1:32 AM UTC

Alice H. VarisanoPartner

Phone516.336.2430in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/alice-h-varisano/
Emailavarisano@grassiadvisors.comin the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/alice-h-varisano/

Stated by 2 sources

https://www.grassiadvisors.com/people/?sf_paged=9 · Published person (page markup) · Partner
https://www.grassiadvisors.com/team/alice-h-varisano/ · Mailbox on the site that spells the person's name

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Al RenzAl Renz Chief Financial Officer

Roles

Chief Financial Officerhttps://www.grassiadvisors.com/people/?sf_paged=7

Emailarenz@grassiadvisors.comin the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/team/al-renz/
Phone516.336.2424in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC
Observed via
https://www.grassiadvisors.com/team/al-renz/

Stated by 3 sources

https://www.grassiadvisors.com/people/?sf_paged=7 · Published person (page markup) · Chief Financial Officer
https://www.grassiadvisors.com/team/al-renz/ · Published person (name and role labels) · Al Renz Chief Financial Officer
https://www.grassiadvisors.com/team/al-renz/ · Mailbox on the site that spells the person's name

Person issues · 1

Title
the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles
Selected source: https://www.grassiadvisors.com/team/al-renz/
https://www.grassiadvisors.com/people/?sf_paged=7
Chief Financial Officer

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:28 AM UTC

Angela FerrantelliAngela Ferrantelli, CPA, MST, AEP Tax Partner

Roles

Tax Partnerhttps://www.grassiadvisors.com/people/?sf_paged=3

Phone516.336.2429Angela Ferrantelli, CPA, MST, AEP Tax Partner · in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/angela-ferrantelli/
Emailaferrantelli@grassiadvisors.comAngela Ferrantelli, CPA, MST, AEP Tax Partner · in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/angela-ferrantelli/

Stated by 3 sources

https://www.grassiadvisors.com/people/?sf_paged=3 · Published person (page markup) · Tax Partner
https://www.grassiadvisors.com/team/angela-ferrantelli/ · Published person (name and role labels) · Angela Ferrantelli, CPA, MST, AEP Tax Partner
https://www.grassiadvisors.com/team/angela-ferrantelli/ · Mailbox on the site that spells the person's name

Person issues · 1

Title
the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles
Selected source: https://www.grassiadvisors.com/team/angela-ferrantelli/
https://www.grassiadvisors.com/people/?sf_paged=3
Tax Partner

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Anthony BaroneAnthony Barone, CPA Senior Audit Manager

Emailabarone@grassiadvisors.comin the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/anthony-barone/
Phone201.292.5665in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/anthony-barone/

Stated by 2 sources

https://www.grassiadvisors.com/team/anthony-barone/ · Published person (name and role labels) · Anthony Barone, CPA Senior Audit Manager
https://www.grassiadvisors.com/team/anthony-barone/ · Mailbox on the site that spells the person's name

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Anthony D’AgostinoAnthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal

Roles

Manufacturing & Distribution Consulting Principalhttps://www.grassiadvisors.com/people/?sf_paged=2

Emailadagostino@grassiadvisors.comAnthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal · in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/anthony-dagostino/
Phone516.644.4759Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal · in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/anthony-dagostino/

Stated by 3 sources

https://www.grassiadvisors.com/people/?sf_paged=2 · Published person (page markup) · Manufacturing & Distribution Consulting Principal
https://www.grassiadvisors.com/team/anthony-dagostino/ · Published person (name and role labels) · Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal
https://www.grassiadvisors.com/team/anthony-dagostino/ · Mailbox on the site that spells the person's name

Person issues · 1

Title
the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles
Selected source: https://www.grassiadvisors.com/team/anthony-dagostino/
https://www.grassiadvisors.com/people/?sf_paged=2
Manufacturing & Distribution Consulting Principal

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Anthony R. CosciaDirectorlast seen 2026-02-27

Also named Anthony R Coscia
Source not recorded

Stated by 2 sources

https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm · Named in a capacity in the registrant's SEC filing · Director · published 2026-02-27
https://www.sec.gov/Archives/edgar/data/1004702/000119979626000002/wk-form4_1772573182.xml · Named as a reporting officer or director in an SEC ownership filing · Director · published 2026-02-27

Published by a third-party source · confirmed Oct 29, 2026, 1:32 AM UTC

First observed: Oct 29, 2026, 1:32 AM UTC

Arianna SavocaArianna Savoca, SHRM-CP, CPA Human Resources Senior Manager

Roles

Human Resources Senior Managerhttps://www.grassiadvisors.com/services/advisory/hr-advisory-services/
Managerhttps://www.grassiadvisors.com/news/long-island-business-news-honors-grassi-team-member-as-champion-for-diversity/

Phone516.918.5921Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager · in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/arianna-savoca/
Emailasavoca@grassiadvisors.comArianna Savoca, SHRM-CP, CPA Human Resources Senior Manager · in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/arianna-savoca/
As printed Close
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/ → Published person (name and role labels)

Stated by 6 sources

https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/ · Published person (name and role labels) · Human Resources Senior Manager
https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/ · Published person (name and role labels) · Human Resources Senior Manager
https://www.grassiadvisors.com/services/advisory/hr-advisory-services/ · Published person (page markup) · Human Resources Senior Manager
https://www.grassiadvisors.com/news/long-island-business-news-honors-grassi-team-member-as-champion-for-diversity/ · Published person (named with a role in the page's text) · Manager
https://www.grassiadvisors.com/team/arianna-savoca/ · Published person (name and role labels) · Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager
https://www.grassiadvisors.com/team/arianna-savoca/ · Mailbox on the site that spells the person's name

Person issues · 1

Title
the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles
Selected source: https://www.grassiadvisors.com/team/arianna-savoca/
https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/
Human Resources Senior Manager

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Ari WeissAri Weiss, CPA Tax Principal

Roles

Tax Principalhttps://www.grassiadvisors.com/people/?sf_paged=9

Phone516.644.4723in the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/ari-weiss/
Emailaweiss@grassiadvisors.comin the page's links or structured data
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://www.grassiadvisors.com/team/ari-weiss/

Stated by 3 sources

https://www.grassiadvisors.com/people/?sf_paged=9 · Published person (page markup) · Tax Principal
https://www.grassiadvisors.com/team/ari-weiss/ · Published person (name and role labels) · Ari Weiss, CPA Tax Principal
https://www.grassiadvisors.com/team/ari-weiss/ · Mailbox on the site that spells the person's name

Person issues · 1

Title
the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles
Selected source: https://www.grassiadvisors.com/team/ari-weiss/
https://www.grassiadvisors.com/people/?sf_paged=9
Tax Principal

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

First observed: Oct 29, 2026, 1:29 AM UTC

Job Postings

10 job listings.

Senior Project Accountant Elmont, NY · ID 4467421430
Posted
Sep 14, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/senior-project-accountant-at-grassi-4467421430
First observed
Sep 14, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/senior-project-accountant-at-grassi-4467421430
Title
Senior Project Accountant
Posted
2026-09-14
Identifier
4467421430
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Elmont, NY
Tax Manager Chelmsford, MA · ID 4426363553
Posted
Jun 9, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4426363553
First observed
Jun 9, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4426363553
Title
Tax Manager
Posted
2026-06-09
Identifier
4426363553
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Chelmsford, MA
Tax Manager Jericho, NY · ID 4475843733
Posted
Oct 19, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4475843733
First observed
Oct 19, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4475843733
Title
Tax Manager
Posted
2026-10-19
Identifier
4475843733
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Jericho, NY
Tax Manager Park Ridge, NJ · ID 4481216940
Posted
Oct 19, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4481216940
First observed
Oct 19, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4481216940
Title
Tax Manager
Posted
2026-10-19
Identifier
4481216940
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Park Ridge, NJ
Tax Manager - Construction Jericho, NY · ID 4426376145
Posted
Jun 9, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-manager-construction-at-grassi-4426376145
First observed
Jun 9, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-manager-construction-at-grassi-4426376145
Title
Tax Manager - Construction
Posted
2026-06-09
Identifier
4426376145
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Jericho, NY
Tax Manager - Trust & Estate Jericho, NY · ID 4426354949
Posted
Jun 9, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-manager-trust-estate-at-grassi-4426354949
First observed
Jun 9, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-manager-trust-estate-at-grassi-4426354949
Title
Tax Manager - Trust & Estate
Posted
2026-06-09
Identifier
4426354949
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Jericho, NY

Tax Senior St Louis, MO · ID 4426373065
Posted
Jun 9, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-senior-at-grassi-4426373065
First observed
Jun 9, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-senior-at-grassi-4426373065
Title
Tax Senior
Posted
2026-06-09
Identifier
4426373065
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
St Louis, MO
Tax Supervisor Chelmsford, MA · ID 4426358947
Posted
Jun 9, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426358947
First observed
Jun 9, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426358947
Title
Tax Supervisor
Posted
2026-06-09
Identifier
4426358947
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Chelmsford, MA
Tax Supervisor Park Ridge, NJ · ID 4426363524
Posted
Jun 9, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426363524
First observed
Jun 9, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426363524
Title
Tax Supervisor
Posted
2026-06-09
Identifier
4426363524
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
Park Ridge, NJ
Tax Supervisor New York City Metropolitan Area · ID 4481241325
Posted
Oct 19, 2026
Recruiting platform
linkedin_jobs
Employer
Grassi
View job posting
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4481241325
First observed
Oct 19, 2026, 12:00 AM UTC
Read from
https://www.linkedin.com
All published fields
Source URL
https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4481241325
Title
Tax Supervisor
Posted
2026-10-19
Identifier
4481241325
Recruiting platform
linkedin_jobs
Hiring Organization
Name
Grassi
Published location
New York City Metropolitan Area

Hiring evidence

Recruiting platformlinkedin_jobs
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
publisher careers link → resolved board identity → https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0
Read from
https://www.linkedin.com
Board144086
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
publisher careers link → resolved board identity → https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0
Read from
https://www.linkedin.com
Open roles10
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
publisher careers link → resolved board identity → https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0
Read from
https://www.linkedin.com
Boardgrassiadvisors
Directly observed · confirmed Oct 29, 2026, 1:31 AM UTC
Observed via
publisher careers link → resolved board identity → https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0
Read from
https://www.linkedin.com

Contact Information

Emails

grassicampusrecruiting@grassiadvisors.com (Campus Recruiting FAQs)
; clam@grassiadvisors.com (Chi Lam, CPA Audit Manager)
; recruiting@grassiadvisors.com
; legal@grassiadvisors.com (Privacy Policy)
; aleejun@grassiadvisors.com

grassicampusrecruiting@grassiadvisors.com

Contact us at grassicampusrecruiting@grassiadvisors.com or visit us on campus. Please refer to our campus events schedule to find out when and where we’ll be next. We look forward to connecting with y

Directly observed · confirmed Oct 29, 2026, 1:30 AM UTC

Observed via: https://www.grassiadvisors.com/careers/campus-recruiting/ → printed in page text, not marked up
First observed: Oct 29, 2026, 1:30 AM UTC

clam@grassiadvisors.com

clam@grassiadvisors.com 212.223.5036

Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC

Observed via: https://www.grassiadvisors.com/team/chi-lam/
First observed: Oct 29, 2026, 1:28 AM UTC

recruiting@grassiadvisors.com

You can submit your resume for future consideration to Grassi Recruiting, recruiting@grassiadvisors.com .

Published by the company · confirmed Oct 29, 2026, 1:30 AM UTC

Observed via: https://www.grassiadvisors.com/careers/current-openings/
First observed: Oct 29, 2026, 1:30 AM UTC

legal@grassiadvisors.com

Grassi may also give you choices about how we use your information. You can exercise these rights by checking certain boxes on the forms we use to collect your data. You can also contact us at legal@g

Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC

Observed via: https://www.grassiadvisors.com/privacy-policy/ → role address by local-part convention
First observed: Oct 29, 2026, 1:28 AM UTC

aleejun@grassiadvisors.com

aleejun@grassiadvisors.com 212.223.5088

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

Observed via: https://www.grassiadvisors.com/team/alison-leejun/
First observed: Oct 29, 2026, 1:29 AM UTC

Phones

212.223.5088
; 516.495.5790
; 516.336.2475
; 212.223.5072
; 212.223.5036 (Chi Lam, CPA Audit Manager)
; 781.400.1625 (Thomas Kreckler, CPA, MSA Partner, Needham Managing Partner)

212.223.5088

aleejun@grassiadvisors.com 212.223.5088

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

Observed via: https://www.grassiadvisors.com/team/alison-leejun/
First observed: Oct 29, 2026, 1:29 AM UTC

516.495.5790

apoolt@grassiadvisors.com 516.495.5790

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

Observed via: https://www.grassiadvisors.com/team/anna-poolt/
First observed: Oct 29, 2026, 1:29 AM UTC

516.336.2475

jcohen@grassiadvisors.com 516.336.2475

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

Observed via: https://www.grassiadvisors.com/team/jeffrey-g-cohen/
First observed: Oct 29, 2026, 1:29 AM UTC

212.223.5072

For more information on how to evaluate your contracts and get this conversation started with your banker, please contact Jaime Rapps , Audit Partner, at 212.223.5072 or jrapps@grassiadvisors.com .

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

Observed via: https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/
First observed: Oct 29, 2026, 1:29 AM UTC

212.223.5036

clam@grassiadvisors.com 212.223.5036

Published by the company · confirmed Oct 29, 2026, 1:28 AM UTC

Observed via: https://www.grassiadvisors.com/team/chi-lam/
First observed: Oct 29, 2026, 1:28 AM UTC

781.400.1625

tkreckler@grassiadvisors.com 781.400.1625

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

Observed via: https://www.grassiadvisors.com/team/thomas-kreckler/
First observed: Oct 29, 2026, 1:29 AM UTC

Delegated support

Emails

sample@email.com (Effective Cybersecurity Strategies)

sample@email.com

Effective Cybersecurity Strategies

Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC

Observed via: https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/ → the page names this address on another registrable domain as its own ("us"): delegated support, for the purpose it states only → printed beside it: ""
First observed: Oct 29, 2026, 1:29 AM UTC

More contact information (3)

Contact forms

https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/39792210/233bdb01-2459-4a23-b23e-19fbb26d51cf

Directly observed · confirmed Oct 29, 2026, 1:30 AM UTC

Observed via: https://www.grassiadvisors.com/ → form headed "Let’s Talk." → submits to https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/39792210/233bdb01-2459-4a23-b23e-19fbb26d51cf → purpose: contact (a way to reply and a free-text field) → https://www.grassiadvisors.com/contact-us/
First observed: Oct 29, 2026, 1:30 AM UTC

https://www.grassiadvisors.com/

Directly observed · confirmed Oct 29, 2026, 1:28 AM UTC

Observed via: https://www.grassiadvisors.com/ → form headed "Let’s Talk." → https://www.grassiadvisors.com/contact-us/ → https://www.grassiadvisors.com/industries/food-and-beverage-advisors/ → https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/ → https://www.grassiadvisors.com/services/advisory/cfo-advisory/ → https://www.grassiadvisors.com/services/advisory/construction-monitoring/ → https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/ → https://www.grassiadvisors.com/services/advisory/esop-services/ → https://www.grassiadvisors.com/services/advisory/family-office/ → https://www.grassiadvisors.com/services/advisory/grant-compliance/ → https://www.grassiadvisors.com/services/advisory/healthcare-advisory/ → https://www.grassiadvisors.com/services/advisory/hr-advisory-services/
First observed: Oct 29, 2026, 1:28 AM UTC

https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/

Directly observed · confirmed Oct 29, 2026, 1:28 AM UTC

Observed via: https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/ → form headed "Let’s Talk."
First observed: Oct 29, 2026, 1:28 AM UTC

Full contact-form data (JSON)

4 known locations

Loading location map…

Old Westbury270 Wheatley Road, NY, 11568, US
New York2 E 61st St at Fifth Ave, NY, 10065, US
Elmont2400 Hempstead Turnpike, NY, 11003, US
Boca Raton777 Glades Rd, FL, 33431, US

Location evidence

The latest location collection is incomplete.

View location data

Menus evidence

Menu & Online Ordering

Menu & price evidence

Nothing observed in this category.

Channel pricing evidence

Channel pricing

View evidence

Channel presence at Grassi, 2 E 61st St at Fifth Ave
Grassi, 2 E 61st St at Fifth Ave · the accepted location carrying the most storefront identities (1), with 0 of 27 platform menus read among 4 accepted locations
- Toastnot declared · 0/4 locations
- Grubhubnot_searched · 0/4 locations
- Uber Eatsnot_searched · 0/4 locations
- DoorDashnot declared · 0/4 locations
- ChowNownot declared · 0/4 locations
- Olonot declared · 0/4 locations
- SkyTabnot declared · 0/4 locations
- Clovernot declared · 0/4 locations
- Slicenot declared · 0/4 locations
- KwickMenunot declared · 0/4 locations
- Restolabs (onlineordering.io)not declared · 0/4 locations
- CHOMPnot declared · 0/4 locations
- OrderSave (Owner.com)not declared · 0/4 locations
- SpotOnnot declared · 0/4 locations
- TouchBistronot declared · 0/4 locations
- Square Onlinenot declared · 0/4 locations
- MenuSifunot declared · 0/4 locations
- Menufynot declared · 0/4 locations
- Dylishnot declared · 0/4 locations
- getsaucenot declared · 0/4 locations
- DoorDash Storefront (order.online)not declared · 0/4 locations
- SpotHoppernot_searched · 0/4 locations
- ezCaternot declared · 0/4 locations
- OpenTablenot declared · 0/4 locations
One representative location per record: the accepted location carrying the most channel menus. Channel menus come from each provider's own store object for that store; prices are as each channel lists them, in the channel's currency; comparisons are projected from the resolved catalog -- one row per dish, portion-aware identity, prices kept as scoped offers -- and a pair the policy refuses is counted and explained rather than dropped.
Derived from observations
Observed via
no channel menu was read for this location
Interpreted by rule
channel-pricing/1
Evidence ID
channel-pricing:ae38eff74c4a6e77bda3e1c0

Website & Digital Technology

Appears to use WordPress with PHP and MySQL.

grassiadvisors.com was first registered on March 21, 2017. Its registrar is Network Solutions, LLC.

Protocols: TLS 1.3, HTTP/2 and HTTP/3.

HTTPS certificate: Let's Encrypt, expires January 23, 2027.

DNSSEC was not enabled when observed.

Google Tag Manager (tag management). Google Analytics 4 (GA4).

View technology, DNS, network and security evidence

Email & Mail Infrastructure

SPF authorizes us._netblocks.mimecast.com, spf.protection.outlook.com, 39792210.spf05.hubspotemail.net.

SPF is configured. DMARC requests quarantine for messages that fail DMARC.

View mail records and evidence

More website details

Apps, Loyalty & Guest Technology

View apps, provider accounts and technical evidence

App store details: Nothing observed in this category.

Publisher files

Web app manifesthttps://casclients.grassiadvisors.com/manifest.json
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://casclients.grassiadvisors.com → https://casclients.grassiadvisors.com/manifest.json
First observed
Oct 29, 2026, 1:29 AM UTC
Read from
https://casclients.grassiadvisors.com
App start URL.
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://casclients.grassiadvisors.com → https://casclients.grassiadvisors.com/manifest.json
First observed
Oct 29, 2026, 1:29 AM UTC
Read from
https://casclients.grassiadvisors.com
App display modestandalone
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://casclients.grassiadvisors.com → https://casclients.grassiadvisors.com/manifest.json
First observed
Oct 29, 2026, 1:29 AM UTC
Read from
https://casclients.grassiadvisors.com
App theme colour#000000
Published by the company · confirmed Oct 29, 2026, 1:29 AM UTC
Observed via
https://casclients.grassiadvisors.com → https://casclients.grassiadvisors.com/manifest.json
First observed
Oct 29, 2026, 1:29 AM UTC
Read from
https://casclients.grassiadvisors.com

Feeds

RSS feed https://www.grassiadvisors.com/feed/ · 12 items in feed · Latest Oct 28, 2026
Oldest post
Sep 21, 2026
Newest post
Oct 28, 2026
Open feed
Published by the company · confirmed Oct 28, 2026, 1:11 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Sep 21, 2026, 9:50 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Feed URL
https://www.grassiadvisors.com/feed/
Items in feed
12
Format
rss
Newest post
2026-10-28T13:11:55Z
Oldest post
2026-09-21T21:50:52Z
RSS feed https://www.grassiadvisors.com/comments/feed/ · 0 items in feed
Open feed
Published by the company
Observed via
https://www.grassiadvisors.com/comments/feed/
Read from
https://www.grassiadvisors.com
All published fields
Feed URL
https://www.grassiadvisors.com/comments/feed/
Items in feed
0
Format
rss
Why Cannabis Companies Need Stronger Financial Operations After Rescheduling Oct 28, 2026
Sejal Asija · Advisory · Cannabis
The cannabis industry has spent much of its history operating through uncertainty. Federal and state regulations continue to evolve, access to capital remains complex, and tax rules such as Section […] The post Why Cannabis Companies Need Stronger Financial Operations After Rescheduling appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 28, 2026, 1:11 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 28, 2026, 1:11 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/cannabis-operators-section-280e-after-rescheduling/
Title
Why Cannabis Companies Need Stronger Financial Operations After Rescheduling
Author
Sejal Asija
Summary
The cannabis industry has spent much of its history operating through uncertainty. Federal and state regulations continue to evolve, access to capital remains complex, and tax rules such as Section […] The post Why Cannabis Companies Need Stronger Financial Operations After Rescheduling appeared first on Grassi.
Categories
Advisory, Cannabis
Published
2026-10-28T13:11:55Z
Retire Through Ownership Act Is Now Law: What Changes for ESOP Transactions Oct 27, 2026
Sejal Asija · Advisory · ESOP Services
President Trump signed the Retire Through Ownership Act (Public Law 119-124) into law on October 15, 2026, completing the process for this closely watched ESOP legislation. The law amends the […] The post Retire Through Ownership Act Is Now Law: What Changes for ESOP Transactions appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 27, 2026, 2:48 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 27, 2026, 2:48 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/esop-valuation-what-the-retire-through-ownership-act-changes/
Title
Retire Through Ownership Act Is Now Law: What Changes for ESOP Transactions
Author
Sejal Asija
Summary
President Trump signed the Retire Through Ownership Act (Public Law 119-124) into law on October 15, 2026, completing the process for this closely watched ESOP legislation. The law amends the […] The post Retire Through Ownership Act Is Now Law: What Changes for ESOP Transactions appeared first on Grassi.
Categories
Advisory, ESOP Services
Published
2026-10-27T14:48:30Z
From Financial Pressure to Sustainable Performance: A Practical Turnaround Approach for Healthcare Providers Oct 22, 2026
Sejal Asija · Advisory · Healthcare
Healthcare organizations rarely experience financial distress, or the need for a turnaround, because of a single issue. More often, pressure accumulates across reimbursement, labor, patient or resident volume, revenue cycle […] The post From Financial Pressure to Sustainable Performance: A Practical Turnaround Approach for Healthcare Providers appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 22, 2026, 1:00 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 22, 2026, 1:00 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/healthcare-turnaround-strategy-a-practical-approach-for-providers/
Title
From Financial Pressure to Sustainable Performance: A Practical Turnaround Approach for Healthcare Providers
Author
Sejal Asija
Summary
Healthcare organizations rarely experience financial distress, or the need for a turnaround, because of a single issue. More often, pressure accumulates across reimbursement, labor, patient or resident volume, revenue cycle […] The post From Financial Pressure to Sustainable Performance: A Practical Turnaround Approach for Healthcare Providers appeared first on Grassi.
Categories
Advisory, Healthcare
Published
2026-10-22T13:00:57Z
How Skepticism Toward AI May Improve Audit Quality Oct 16, 2026
Chris Borkes · Advisory · Audits, Reviews & Compilations
Artificial intelligence has become one of the most discussed topics in the accounting profession, yet much of the conversation remains focused on a single question: Can we trust it? The […] The post How Skepticism Toward AI May Improve Audit Quality appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 16, 2026, 12:30 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 16, 2026, 12:30 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/how-skepticism-toward-ai-may-improve-audit-quality/
Title
How Skepticism Toward AI May Improve Audit Quality
Author
Chris Borkes
Summary
Artificial intelligence has become one of the most discussed topics in the accounting profession, yet much of the conversation remains focused on a single question: Can we trust it? The […] The post How Skepticism Toward AI May Improve Audit Quality appeared first on Grassi.
Categories
Advisory, Audits, Reviews & Compilations
Published
2026-10-16T12:30:20Z

Show 8 more feed entries

SEC Annual Compliance Review Risk Alert: What Private Fund Managers Should Do Now Oct 14, 2026
Sejal Asija · Advisory · Financial Services
The SEC’s recent risk alert on investment adviser annual compliance reviews provides a roadmap for what the Division of Examinations is focusing on when evaluating registered investment advisers. While the […] The post SEC Annual Compliance Review Risk Alert: What Private Fund Managers Should Do Now appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 14, 2026, 3:59 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 14, 2026, 3:59 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/sec-annual-compliance-review-risk-alert-what-private-fund-managers-should-do-now/
Title
SEC Annual Compliance Review Risk Alert: What Private Fund Managers Should Do Now
Author
Sejal Asija
Summary
The SEC’s recent risk alert on investment adviser annual compliance reviews provides a roadmap for what the Division of Examinations is focusing on when evaluating registered investment advisers. While the […] The post SEC Annual Compliance Review Risk Alert: What Private Fund Managers Should Do Now appeared first on Grassi.
Categories
Advisory, Financial Services
Published
2026-10-14T15:59:42Z
Why Healthcare Organizations Need Strategic Revenue Cycle Advisors Oct 12, 2026
Sejal Asija · Advisory · Healthcare
Healthcare organizations are under increasing pressure to improve financial performance while navigating complex reimbursement models, growing regulatory requirements, workforce challenges and evolving patient expectations. In this environment, a high-performing revenue […] The post Why Healthcare Organizations Need Strategic Revenue Cycle Advisors appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 12, 2026, 8:06 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 12, 2026, 8:06 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/why-healthcare-organizations-need-strategic-revenue-cycle-advisors/
Title
Why Healthcare Organizations Need Strategic Revenue Cycle Advisors
Author
Sejal Asija
Summary
Healthcare organizations are under increasing pressure to improve financial performance while navigating complex reimbursement models, growing regulatory requirements, workforce challenges and evolving patient expectations. In this environment, a high-performing revenue […] The post Why Healthcare Organizations Need Strategic Revenue Cycle Advisors appeared first on Grassi.
Categories
Advisory, Healthcare
Published
2026-10-12T20:06:04Z
4 Year-End Exposures Food Distributors Face as Diesel Hits Record Highs Oct 9, 2026
Sejal Asija · Advisory · Food & Beverage
According to AAA, diesel hit a record $6.53 a gallon on September 22, nearly 77% higher than a year earlier. Prices remained above $6.30 in early October. For food distributors, […] The post 4 Year-End Exposures Food Distributors Face as Diesel Hits Record Highs appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 9, 2026, 1:04 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 9, 2026, 1:04 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/4-year-end-exposures-food-distributors-face-as-diesel-hits-record-highs/
Title
4 Year-End Exposures Food Distributors Face as Diesel Hits Record Highs
Author
Sejal Asija
Summary
According to AAA, diesel hit a record $6.53 a gallon on September 22, nearly 77% higher than a year earlier. Prices remained above $6.30 in early October. For food distributors, […] The post 4 Year-End Exposures Food Distributors Face as Diesel Hits Record Highs appeared first on Grassi.
Categories
Advisory, Food & Beverage
Published
2026-10-09T13:04:32Z
How to Scale a Franchise System: A Guide for Franchisors Oct 6, 2026
Sejal Asija · Advisory · Franchise
Scaling a franchise system requires franchisors to balance several priorities at once. This includes growing the brand presence, maintaining brand consistency, generating franchise fee revenue, ensuring successful store openings and […] The post How to Scale a Franchise System: A Guide for Franchisors appeared first on Grassi.
Read published post
Published by the company · confirmed Oct 6, 2026, 12:30 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Oct 6, 2026, 12:30 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/how-to-scale-a-franchise-system/
Title
How to Scale a Franchise System: A Guide for Franchisors
Author
Sejal Asija
Summary
Scaling a franchise system requires franchisors to balance several priorities at once. This includes growing the brand presence, maintaining brand consistency, generating franchise fee revenue, ensuring successful store openings and […] The post How to Scale a Franchise System: A Guide for Franchisors appeared first on Grassi.
Categories
Advisory, Franchise
Published
2026-10-06T12:30:09Z
What Construction Financial Metrics Are Signaling for 2027 Sep 30, 2026
Coco Gao · Advisory · Construction
Construction companies continue to plan for growth, but the financial indicators shaping 2027 tell a more nuanced story. Grassi’s 2026 Construction & Architecture & Engineering Survey found that 51% of […] The post What Construction Financial Metrics Are Signaling for 2027 appeared first on Grassi.
Read published post
Published by the company · confirmed Sep 30, 2026, 3:16 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Sep 30, 2026, 3:16 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/what-construction-financial-metrics-are-signaling-for-2027/
Title
What Construction Financial Metrics Are Signaling for 2027
Author
Coco Gao
Summary
Construction companies continue to plan for growth, but the financial indicators shaping 2027 tell a more nuanced story. Grassi’s 2026 Construction & Architecture & Engineering Survey found that 51% of […] The post What Construction Financial Metrics Are Signaling for 2027 appeared first on Grassi.
Categories
Advisory, Construction
Published
2026-09-30T15:16:46Z
New York City Retroactively Reduces the UBT Credit for Certain High-Income Residents Sep 25, 2026
Sejal Asija · Advisory · Tax
New York City recently enacted Int. 972, amending NYC Administrative Code Section 11-1706 and retroactively reducing the Unincorporated Business Tax (“UBT”) credit for residents with taxable income exceeding $1 million. […] The post New York City Retroactively Reduces the UBT Credit for Certain High-Income Residents appeared first on Grassi.
Read published post
Published by the company · confirmed Sep 25, 2026, 12:30 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Sep 25, 2026, 12:30 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/nyc-ubt-credit-reduction-retroactive-for-certain-high-income-residents/
Title
New York City Retroactively Reduces the UBT Credit for Certain High-Income Residents
Author
Sejal Asija
Summary
New York City recently enacted Int. 972, amending NYC Administrative Code Section 11-1706 and retroactively reducing the Unincorporated Business Tax (“UBT”) credit for residents with taxable income exceeding $1 million. […] The post New York City Retroactively Reduces the UBT Credit for Certain High-Income Residents appeared first on Grassi.
Categories
Advisory, Tax
Published
2026-09-25T12:30:56Z
Second Circuit Affirms Tax Court Ruling on Limited Partner Exception to Self-Employment Tax Sep 22, 2026
Sejal Asija · Advisory · Financial Services
On September 17, 2026, the Second Circuit Court of Appeals issued its decision in Soroban Capital Partners LP v. Commissioner, affirming the Tax Court’s conclusion that the limited partner exception […] The post Second Circuit Affirms Tax Court Ruling on Limited Partner Exception to Self-Employment Tax appeared first on Grassi.
Read published post
Published by the company · confirmed Sep 22, 2026, 5:15 PM UTC
Observed via
https://www.grassiadvisors.com/feed/
First observed
Sep 22, 2026, 5:15 PM UTC
Read from
https://www.grassiadvisors.com
All published fields
Source URL
https://www.grassiadvisors.com/blog/second-circuit-affirms-tax-court-ruling-on-limited-partner-exception-to-self-employment-tax/
Title
Second Circuit Affirms Tax Court Ruling on Limited Partner Exception to Self-Employment Tax
Author
Sejal Asija
Summary
On September 17, 2026, the Second Circuit Court of Appeals issued its decision in Soroban Capital Partners LP v. Commissioner, affirming the Tax Court’s conclusion that the limited partner exception […] The post Second Circuit Affirms Tax Court Ruling on Limited Partner Exception to Self-Employment Tax appeared first on Grassi.
Categories
Advisory, Financial Services
Published
2026-09-22T17:15:22Z
House Passes Retire Through Ownership Act, Bringing Greater Clarity to ESOP Valuations Sep 21, 2026
Sejal Asija · Advisory · ESOP Services
The U.S. House of Representatives passed S. 2403, the Retire Through Ownership Act, with overwhelming bipartisan support, advancing legislation that some in the employee ownership community view as the most […] The post House Passes Retire Through Ownership Act, Bringing Greater Clarity to ESOP Valuations appeared first on Grassi.
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Published by the company · confirmed Sep 21, 2026, 9:50 PM UTC
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First observed
Sep 21, 2026, 9:50 PM UTC
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https://www.grassiadvisors.com
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Source URL
https://www.grassiadvisors.com/blog/retire-through-ownership-act-brings-greater-clarity-to-esop-valuations/
Title
House Passes Retire Through Ownership Act, Bringing Greater Clarity to ESOP Valuations
Author
Sejal Asija
Summary
The U.S. House of Representatives passed S. 2403, the Retire Through Ownership Act, with overwhelming bipartisan support, advancing legislation that some in the employee ownership community view as the most […] The post House Passes Retire Through Ownership Act, Bringing Greater Clarity to ESOP Valuations appeared first on Grassi.
Categories
Advisory, ESOP Services
Published
2026-09-21T21:50:52Z

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12 Months Ended	2025-12-31	2024-12-31	2023-12-31
Trust and asset management revenue	1,514,000	1,745,000	2,529,000
Fees and service charges	17,865,000	21,791,000	21,254,000

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