Quick Takeaways
- OCSL - Oaktree Specialty Lending Corp has 11 insiders with reported activity on this page.
- Net insider value flow over the last year: +$461,918.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to buying over the last 12 months. Net value: +$461,918.
$461,918
Shares: 34,910
Insiders: 4
$0
Shares: 0
Insiders: 0
+$461,918
Shares: +34,910
Insiders: 4
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 4,500 | 0 | $48,483 | $0 | +$48,483 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 3,000 | 0 | $39,576 | $0 | +$39,576 |
| 9-12 | 27,410 | 0 | $373,859 | $0 | +$373,859 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Leonard M. Tannenbaum | Other* | $299,508,516 | Mixed | 28 Dec 2021 | ||
| Craig A. Jacobson | Director | $960,939 | +$199,919 | +26% | Filing P/S | 06 May 2025 |
| Mathew Pendo | President | $837,591 | Filing P/S | 24 Feb 2025 | ||
| Armen Panossian | Chief Executive Officer and Co-Chief Investment Officer | $293,748 | +$113,040 | +63% | Filing P/S | 07 May 2025 |
| Deborah Ann Gero | Director | $263,123 | +$55,808 | +27% | Filing P/S | 16 Mar 2026 |
| Phyllis R. Caldwell | Director | $253,095 | +$93,151 | +58% | Filing P/S | 16 Mar 2026 |
| Matthew Stewart | Chief Operating Officer | $174,024 | Filing P/S | 23 Mar 2023 | ||
| Raghav Khanna | Co-Chief Investment Officer | $95,700 | Filing P/S | 24 Feb 2025 | ||
| Christopher McKown | Chief Financial Officer and Treasurer | $91,656 | Mixed | 17 Mar 2023 | ||
| Ashley Pak | Chief Compliance Officer | $34,565 | Mixed | 09 Mar 2023 | ||
| Brett McKeone | Chief Operating Officer | Mixed | 31 Dec 2025 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Leonard M. Tannenbaum |
3/4/5
|
Other* |
—
class O/S missing
|
16,639,362
|
$299,508,516 | — | 28 Dec 2021 | |
| Oaktree Capital I, L.P. |
13D/G
|
Oaktree Capital Holdings, LLC |
8.6%
|
7,524,605
|
$109,633,495 | $0 | 03 Feb 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
3.7%
|
3,259,370
|
$41,524,374 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
3.4%
|
2,959,826
|
$37,708,183 | — | 31 Dec 2025 | |
| BRUNI J V & CO /CO |
13F
|
Company |
2.8%
|
2,495,710
|
$31,795,345 | — | 31 Dec 2025 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
2.4%
|
2,153,607
|
$27,437,000 | — | 31 Dec 2025 | |
| Generali Asset Management SPA SGR |
13F
|
Company |
2.4%
|
2,087,981
|
$26,600,878 | — | 31 Dec 2025 | |
| ARES MANAGEMENT LLC |
13F
|
Company |
2.2%
|
1,933,305
|
$24,630,306 | — | 31 Dec 2025 | |
| OAKTREE CAPITAL MANAGEMENT LP |
13F
|
Company |
2.1%
|
1,852,456
|
$23,600,289 | — | 31 Dec 2025 | |
| Claret Asset Management Corp |
13F
|
Company |
1.9%
|
1,660,588
|
$21,156,000 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
1.5%
|
1,333,643
|
$16,990,612 | — | 31 Dec 2025 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
1,267,698
|
$16,150,472 | — | 31 Dec 2025 | |
| Melia Wealth LLC |
13F
|
Company |
1.4%
|
1,218,806
|
$15,527,594 | — | 31 Dec 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.84%
|
740,084
|
$9,428,670 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.7%
|
616,676
|
$7,853,369 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.52%
|
461,443
|
$5,879,000 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.49%
|
430,639
|
$5,486,341 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.45%
|
397,187
|
$5,060,167 | — | 31 Dec 2025 | |
| SUMMIT SECURITIES GROUP LLC |
13F
|
Company |
0.43%
|
380,000
|
$4,841,200 | — | 31 Dec 2025 | |
| Muzinich & Co., Inc. |
13F
|
Company |
0.38%
|
332,569
|
$4,236,935 | — | 31 Dec 2025 | |
| CASTLEKEEP INVESTMENT ADVISORS LLC |
13F
|
Company |
0.36%
|
320,496
|
$4,083,123 | — | 31 Dec 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.35%
|
310,875
|
$3,960,548 | — | 31 Dec 2025 | |
| Wills Financial Group LLC |
13F
|
Company |
0.34%
|
295,317
|
$3,762,344 | — | 31 Dec 2025 | |
| BI Asset Management Fondsmaeglerselskab A/S |
13F
|
Company |
0.29%
|
257,662
|
$3,283,000 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.27%
|
240,455
|
$3,063,396 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.26%
|
229,800
|
$2,927,652 | — | 31 Dec 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.26%
|
228,990
|
$2,917,000 | — | 31 Dec 2025 | |
| United Advisor Group, LLC |
13F
|
Company |
0.26%
|
224,440
|
$2,859,366 | — | 31 Dec 2025 | |
| Focus Partners Wealth |
13F
|
Company |
0.25%
|
215,568
|
$2,746,343 | — | 31 Dec 2025 | |
| ICON ADVISERS INC/CO |
13F
|
Company |
0.24%
|
215,000
|
$2,739,100 | — | 31 Dec 2025 | |
| Arnhold LLC |
13F
|
Company |
0.24%
|
209,845
|
$2,673,425 | — | 31 Dec 2025 | |
| TORONTO DOMINION BANK |
13F
|
Company |
0.24%
|
207,000
|
$2,637,180 | — | 31 Dec 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.23%
|
204,841
|
$2,609,674 | — | 31 Dec 2025 | |
| Triad Investment Management |
13F
|
Company |
0.23%
|
200,853
|
$2,558,866 | — | 31 Dec 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
0.21%
|
181,174
|
$2,308,154 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.2%
|
177,744
|
$2,264,706 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.2%
|
176,666
|
$2,250,725 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.19%
|
169,606
|
$2,160,787 | — | 31 Dec 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.19%
|
166,123
|
$2,116,407 | — | 31 Dec 2025 | |
| Old Port Advisors |
13F
|
Company |
0.19%
|
164,869
|
$2,100,427 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.19%
|
162,818
|
$2,074,304 | — | 31 Dec 2025 | |
| Texas Capital Bank Wealth Management Services Inc |
13F
|
Company |
0.18%
|
162,096
|
$2,065,103 | — | 31 Dec 2025 | |
| Independent Advisor Alliance |
13F
|
Company |
0.17%
|
151,989
|
$1,936,340 | — | 31 Dec 2025 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.17%
|
148,336
|
$1,889,801 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.16%
|
139,966
|
$1,783,000 | — | 31 Dec 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.15%
|
135,868
|
$1,730,958 | — | 31 Dec 2025 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
0.15%
|
133,869
|
$1,705,000 | — | 31 Dec 2025 | |
| DnB Asset Management AS |
13F
|
Company |
0.15%
|
133,418
|
$1,699,745 | — | 31 Dec 2025 | |
| Carnegie Lake Advisors LLC |
13F
|
Company |
0.15%
|
131,538
|
$1,675,778 | — | 31 Dec 2025 | |
| Plan Group Financial, LLC |
13F
|
Company |
0.15%
|
129,956
|
$1,655,635 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Phyllis R. Caldwell | OCSL | Common Stock, par value $0.01 per share | Purchase | 11.9% | $26,925 | $10.77 | 2,500 | 23,500 | 16 Mar 2026 | Direct |
| Deborah Ann Gero | OCSL | Common Stock, par value $0.01 per share | Purchase | 8.92% | $21,558 | $10.78 | 2,000 | 24,411 | 16 Mar 2026 | Direct |
| Phyllis R. Caldwell | OCSL | Common Stock, par value $0.01 per share | Purchase | 16.7% | $39,576 | $13.19 | 3,000 | 21,000 | 15 Sep 2025 | Direct |
| Deborah Ann Gero | OCSL | Common Stock, par value $0.01 per share | Purchase | 12.6% | $34,250 | $13.70 | 2,500 | 22,411 | 30 Jun 2025 | Direct |
| Armen Panossian | OCSL | Common Stock, par value $0.01 per share | Purchase | 62.6% | $113,040 | $14.13 | 8,000 | 20,789 | 15 May 2025 | Direct |
| Phyllis R. Caldwell | OCSL | Common Stock, par value $0.01 per share | Purchase | 12.5% | $26,650 | $13.32 | 2,000 | 18,000 | 07 May 2025 | Direct |
| Craig A. Jacobson | OCSL | Common Stock, par value $0.01 per share | Purchase | 26.3% | $199,919 | $13.41 | 14,910 | 71,667 | 06 May 2025 | Direct |