Comparable stake leader
Steven J. Gilbert
SEC ownership of Brookfield Oaktree Holdings, LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001403528.
Disclosed value leader
Steven J. Gilbert
Comparable rows
0/2
Latest evidence
21 May 2026
- Public ticker
- OAK-PA, OAK-PB on NYSE
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Steven J. Gilbert
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
21 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001403528
- Issuer location
- Los Angeles, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Brookfield Oaktree Holdings, LLC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Steven J. Gilbert
Disclosed value leader
Steven J. Gilbert
Comparable rows
0/2
Latest evidence
21 May 2026
3/4/5
Highest disclosed value: $1,162,513
2 rows are not safely comparable across share classes.
Quick read
Steven J. Gilbert has the largest disclosed position value at $1.16M.
0 of 2 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Steven J. Gilbert's linked filing trail.
Disclosed position value
Top 2
Steven J. Gilbert
$1.16M
Mansco Perry III
$23.7K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-2 of 2 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Steven J. Gilbert |
3/4/5
Director
|
—
mixed-class rows
|
$1,162,513
50,565 shares
mixed-class rows
|
— | 21 May 2026 |
| Mansco Perry III |
3/4/5
Director
|
— |
$23,738
|
— | 05 Jun 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 03 Aug 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-3 of 3 reporting-owner rows connected to Brookfield Oaktree Holdings, LLC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
3
Largest Forms 3/4/5 holder
Steven J. Gilbert
Net 12M change
$0
Latest report
21 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Steven J. Gilbert | Director | $1,162,513 | Mixed | 21 May 2026 | ||
| Mansco Perry III | Director | $23,738 | Mixed | 05 Jun 2024 | ||
| Nicholas Howard Goodman | Chief Executive Officer | Mixed | 01 Mar 2024 |
Recent insider transactions for Brookfield Oaktree Holdings, LLC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Steven J. Gilbert | OAK-PA | Series A Preferred | Purchase | 7.05% | 1,354 | 20,565 | 21 May 2026 | Direct |
* marks a reported price that did not pass the local price check.