David Trick - 29 Sep 2025 Form 4/A - Amendment Insider Report for OCTAVE SPECIALTY GROUP INC (OSG)

Signature
William White, attorney-in-fact
Issuer symbol
OSG
Transactions as of
29 Sep 2025
Net transactions value
-$972,880
Form type
4/A - Amendment
Filing time
03 Mar 2026, 16:53:24 UTC
Date Of Original Report
01 Oct 2025
Previous filing
09 Jul 2025
Next filing
03 Oct 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Trick David Exec VP, CFO & Treasurer C/O OCTAVE SPECIALTY GROUP, INC., 40 WALL STREET, 55TH FLOOR, NEW YORK William White, attorney-in-fact 01 Oct 2025 0001480597

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction OSG Common Stock Conversion of derivative security $0 +165,361 +106% $0.000000 321,443 29 Sep 2025 Direct F1
transaction OSG Common Stock Tax liability $782,761 -80,531 -25% $9.72 240,912 29 Sep 2025 Direct F2
transaction OSG Common Stock Options Exercise $0 +42,515 +18% $0.000000 283,427 30 Sep 2025 Direct F3
transaction OSG Common Stock Tax liability $190,119 -22,796 -8% $8.34 260,631 30 Sep 2025 Direct F4

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction OSG Deferred Share Units Conversion of derivative security $0 -165,361 -100% $0.000000 0 29 Sep 2025 Common Stock 165,361 Direct F1, F5
transaction OSG Deferred Share Units Award $0 +46,300 $0.000000 46,300 30 Sep 2025 Common Stock 46,300 Direct F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Upon the closing of the sale of Ambac Assurance Corporation by Ambac Financial Group to an entity owned by funds managed by Oaktree Capital Management, L.P., a change of control was triggered causing the Reporting Person's Deferred Share Units ("DSUs") to vest and settle.
F2 Represents the corrected amount of DSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations.
F3 On September 30, 2025 the Compensation Committee of the Board of Directors of Ambac Financial Group approved the acceleration of the Reporting Person's 2023 and 2024 Performance Stock Unit awards in connection with the change of control referred to in footnote 1. The reporting person acquired shares of common stock of Ambac Financial Group, Inc. (the "Company") upon the simultaneous vesting and settlement of the reporting person's 2023 and 2024 Long Term Incentive Plan PSU awards.
F4 Represents the corrected aggregate amount of PSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations.
F5 Each DSU represents a contingent right to receive one share of common stock of the Company.
F6 Represents the aggregate amount of performance stock units ("PSUs") that were converted into an equivalent number of DSUs pursuant to the Company's Executive Stock Deferral Plan, which was designed to enable participants to elect to defer the settlement and income taxation of PSU and restricted stock unit awards in accordance with Section 409A of the Internal Revenue Code of 1986, as amended.

Remarks:

This amended Form 4 was filed to correct an error in the calculation of the number of shares withheld by the Company to satisfy certain tax withholding obligations.