SEC ownership of Oaktree Specialty Lending Corp

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001414932.

Comparable stake leader

Oaktree Capital I, L.P.

Disclosed value leader

Oaktree Capital I, L.P.

Comparable rows

50/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Oaktree Capital I, L.P.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001414932
Issuer location
Los Angles, CA

Ownership snapshot

Top shareholders of Oaktree Specialty Lending Corp (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
Oaktree Capital I, L.P.
Disclosed value leader
Oaktree Capital I, L.P.
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G 3/4/5 13F Lead comparable stake: 8.6% 13D/G row: Oaktree Capital I, L.P. Showing 1-8 of 50 holder rows.

Quick read

Oaktree Capital I, L.P. leads the comparable SEC ownership view at 8.6%.

50 of 50 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 Oaktree Capital I, L.P.'s linked filing trail.
Comparable ownership Top 5
Oaktree Capital I, L.P. 8.6%
Craig A. Jacobson 0.08%
Deborah Ann Gero 0.03%
Phyllis R. Caldwell 0.03%
Armen Panossian 0.02%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Oaktree Capital I, L.P.
13D/G
Oaktree Capital Holdings, LLC
8.6%
$109,633,495
7,524,605 shares
$0 03 Feb 2025
Craig A. Jacobson
3/4/5
Director
0.08%
$960,939
71,667 shares
06 May 2025
Deborah Ann Gero
3/4/5
Director
0.03%
$263,123
24,411 shares
+$21,558 16 Mar 2026
Phyllis R. Caldwell
3/4/5
Director
0.03%
$253,095
23,500 shares
+$66,501 16 Mar 2026
Armen Panossian
3/4/5
Chief Executive Officer and Co-Chief Investment Officer
0.02%
$293,748
20,789 shares
07 May 2025
PRIVATE MANAGEMENT GROUP INC
13F
Company
13F
4.2%
$42,052,882
3,721,494 shares
31 Mar 2026
MORGAN STANLEY
13F
Company
13F
2.9%
$28,948,395
2,561,804 shares
31 Mar 2026
BRUNI J V & CO /CO
13F
Company
13F
2.8%
$28,225,976
2,497,874 shares
31 Mar 2026
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

Net insider flow leans to buying over the last 12 months. Net value: +$88,059.

Buys
$88,059
Insiders: 2
Sells
$0
Insiders: 0
Net
+$88,059
Shares: +7,500
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 7,500 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 4,500 0 $48,483 $0 +$48,483
6-9 0 0 $0 $0 $0
9-12 3,000 0 $39,576 $0 +$39,576

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-11 of 11 reporting-owner rows connected to Oaktree Specialty Lending Corp. Open a relationship link for the CIK-to-CIK filing trail.

Rows
11
Largest Forms 3/4/5 holder
Leonard M. Tannenbaum
Net 12M change
+$88,059
Latest report
16 Mar 2026
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 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 Filing P/S 07 May 2025
Deborah Ann Gero Director $263,123 +$21,558 +8.9% Filing P/S 16 Mar 2026
Phyllis R. Caldwell Director $253,095 +$66,501 +36% 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

Recent insider transactions for Oaktree Specialty Lending Corp

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