Filer Snapshot

Matthew Stewart

CIK 0001899339. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

4

Latest filing

27 Mar 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for OCSL. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 27 Mar 2023 for CIK 0001899339.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$174K

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$174K

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

OCSL
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
C/O Oaktree Capital Management, L.P., 333 South Grand Avenue, 28 Th Floor, Los Angeles, CA, 90071

Filer intelligence

What SEC filings say about Matthew Stewart

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Forms 3/4/5 show insider context for OCSL worth $174K.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 3 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

OCSL

23 Mar 2023 · Chief Operating Officer

$174K
Issuer page Owner page

Oaktree Strategic Credit Fund

03 Feb 2022 · Chief Operating Officer

Issuer page Owner page

Oaktree Strategic Income II, Inc.

10 Dec 2021 · Chief Operating Officer

Issuer page Owner page

Latest update

What changed recently for Matthew Stewart

Ownership report updated

Latest ownership report period: 23 Mar 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

27 Mar 2023

Page type

Ownership filings

Latest period

23 Mar 2023

Ownership context was refreshed from SEC Forms 3/4/5 filed on 27 Mar 2023.

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SEC filing record

CIK 0001899339 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
4
First seen
17 Dec 2021
Latest filing
27 Mar 2023
Entity
Individual

Observed form types

4 3

CIK-linked evidence first

Matthew Stewart SEC filings Matthew Stewart owner filings Open SEC filing index

Latest Filings

Showing the latest 4 of 4 SEC filings for Matthew Stewart.

4 File 814-00755

FORM 4 SUBMISSION

Filing date
27 Mar 2023
Reporting date
23 Mar 2023
SEC evidence
Open document Open filing
Next action
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3 File 814-01471

FORM 3 SUBMISSION

Filing date
03 Feb 2022
Reporting date
03 Feb 2022
SEC evidence
Open document Open filing
Next action
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3 File 814-00755

FORM 3 SUBMISSION

Filing date
31 Jan 2022
Reporting date
28 Jan 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 814-01281

FORM 3 SUBMISSION

Filing date
17 Dec 2021
Reporting date
10 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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