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Steven Scopellite

Director at OCEANFIRST FINANCIAL
Board

About Steven M. Scopellite

Steven M. Scopellite, age 59, has served as an independent director of OceanFirst Financial Corp. since 2019 and currently chairs the Information Technology Committee and serves on the Leadership Committee . He retired from Goldman Sachs in 2013 as Global Chief Information Officer after nearly 30 years, where he led penetration into new markets, pioneered electronic trading expansion, and built a global technology organization . The board identifies 11 of 13 directors as independent; only Christopher Maher and Joseph Lebel are non‑independent, confirming Scopellite’s independence . All directors attended at least 75% of board and committee meetings in 2024; the board met 11 times .

Past Roles

OrganizationRoleTenureCommittees/Impact
Goldman SachsGlobal Chief Information OfficerRetired in 2013; ~30-year careerLed expansion into electronic trading; built world-class global technology organization

External Roles

OrganizationRoleTenureFocus/Impact
Pledge PublishingAdvisor and Board memberCurrentBuilding technology linking mainstream gaming to Web3
Riverview Medical CenterBoard of TrusteesCurrentCommunity healthcare governance

Board Governance

  • Committee assignments: Chair, Information Technology Committee; Member, Leadership Committee .
  • Committee activity: Information Technology Committee met 5 times in 2024; Leadership Committee met 4 times .
  • IT Committee remit: Oversees technology strategy and cybersecurity, including AI initiatives, and technology-related risk management .
  • Board leadership: Combined CEO/Chair with Lead Independent Director (Anthony R. Coscia) and executive sessions of independent directors each regular meeting .
  • Independence and attendance: Scopellite is independent; all directors attended at least 75% of board/committee meetings; board held 11 meetings in 2024 .
CommitteeRole2024 MeetingsKey Oversight
Information TechnologyChair5Technology strategy, cybersecurity, AI, tech risk management
LeadershipMember4Governance policies, director nominations, ESG oversight; Chair is Lead Director

Fixed Compensation

Component (2024)Amount ($)Details
Fees Earned/Paid in Cash110,000Bank retainer $45,000; Company retainer $50,000; Joint committee chair retainer $15,000 (IT Committee is joint)
Stock Awards (Grant-Date Fair Value)50,0083,354 restricted shares granted in 2024; three-year vesting in equal installments starting one year after grant
All Other Compensation4,259Cash dividends on vested restricted stock
Total164,267Sum of the above
  • Director equity grants vest time-based over three years; directors out of compliance with ownership guidelines receive retainers in stock instead of cash (all directors were compliant at 12/31/2024) .

Performance Compensation

Directors do not receive performance-based compensation; equity grants are time-based restricted stock with three-year vesting and no performance metrics or options granted/vested based on performance .

ElementPerformance LinkageVesting/Terms
Restricted Stock (Director grant)NoneVests in equal installments over three years beginning one year after grant

Other Directorships & Interlocks

Company/InstitutionTypeRolePotential Interlock/Conflict Note
Pledge PublishingPrivateAdvisor/Board memberNo related-party transactions disclosed; board moratorium on transactions with directors/families; none in 2024
Riverview Medical CenterNon-profitTrusteeRoutine banking transactions only; no other transactions in 2024

Expertise & Qualifications

  • Significant public company governance, IT and cybersecurity expertise; Global CIO experience in large-scale financial services technology .
  • Chairs IT Committee with explicit oversight of AI initiatives and technology risk management .
  • Governance role on Leadership Committee covering corporate governance, nominations, and ESG oversight .

Equity Ownership

Metric (as of 3/25/2025)AmountNotes
Shares owned (excluding options)13,942Includes unvested time-based restricted shares
Options exercisable within 60 days17,06513,652 vested and 3,413 unvested options at 12/31/2024
Total beneficial ownership31,007Less than 1% of shares outstanding
Unvested time-based RS5,717Awards: 2,109 (Feb 2023), 3,354 (Feb 2024), 2,778 (Feb 2025); 33.3% annual vest from March 1 following grant
Pledged sharesNoneCompany states no pledging by directors/officers as of 3/25/2025
Ownership guideline complianceYesDirectors must hold ≥3x company annual retainer; all were compliant at 12/31/2024

Insider Trades

Item2024 StatusSource
Section 16(a) complianceCompliant (no late reports identified for directors; one late Form 4 for an executive officer not involving Scopellite)Proxy review findings

Note: The proxy does not enumerate individual Form 4 transactions for directors; Section 16 compliance indicates timely reporting in 2024 for directors .

Governance Assessment

  • Board effectiveness: Scopellite’s chairmanship of the IT Committee adds depth on cybersecurity and technology risk, including AI oversight—material to bank resilience and operational risk control .
  • Independence and oversight: Independent director with participation in independent-only executive sessions and governance via the Leadership Committee; board maintains combined CEO/Chair mitigated by a Lead Independent Director structure .
  • Engagement/attendance: Board met 11 times in 2024; all directors met the 75% attendance threshold, supporting engagement standards .
  • Pay and alignment: Balanced director pay mix (cash retainers plus time-based equity) and binding ownership guidelines; no hedging/pledging without board approval and no pledging as of March 25, 2025—positive alignment signals .
  • Conflicts/related-party exposure: Board moratorium on director/family transactions; no related-party transactions disclosed in 2024; permitted employee/officer loan programs are regulated and disclosed; none noted for Scopellite .

RED FLAGS

  • None identified specific to Scopellite: no pledging, no related-party transactions, independent status, and strong technology oversight footprint .