Steven J. Gilbert - 21 May 2026 Form 4 Insider Report for Brookfield Oaktree Holdings, LLC (OAK-PA)

Reporting relationship: Director
Issuer ticker: OAK-PA
Reported as of: 21 May 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 26 May 2026, 16:52:07 UTC
Prior SEC filing: 19 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Steven J. Gilbert

Key filing fact

Steven J. Gilbert filed Form 4 for Brookfield Oaktree Holdings, LLC (OAK-PA) on 26 May 2026.

Key facts

This page summarizes Steven J. Gilbert's Form 4 filing for Brookfield Oaktree Holdings, LLC (OAK-PA).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 26 May 2026, 16:52.

Change

Previous filing in this sequence was filed on 19 May 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001105209 Primary reporting owner

GILBERT STEVEN J

Relationship: Director
Address: C/O BROOKFIELD OAKTREE HOLDINGS, LLC, 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES
Signature: /s/ Steven J. Gilbert
Signature date: 26 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

OAK-PA transaction

Series A Preferred

Purchase

Transaction value
Shares: +1,354
Change %: +7%
Price: $20.77^*
Shares after: 20,565
Date: 21 May 2026
Ownership: Direct
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

This transaction was executed in multiple trades at prices ranging from $20.76 to $20.79. The price reported reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of units and prices at which the transaction was effected.