Insider Transactions Reported by 8 Insiders of Overland Advantage

Location
New York, NY

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Quick Takeaways

  • Overland Advantage has 8 insiders with reported activity on this page.
  • Net insider value flow over the last year: +$159,416,684.
  • Recent transaction rows are available for direct filing-level review.

What Changed

  • Buy value: $159,416,684; sell value: $0.
  • Net share flow: +6,428,478.

Why This Matters

  • This page gives a plain-language issuer insider context before you inspect transaction-level evidence.
  • Use the filing links below to verify timestamps, codes, and ownership impacts directly from SEC forms.

Official SEC Source

Filed on Form 4

Issuer insider activity is sourced from SEC Forms 3, 4, and 5.

See Original Filing

Insider trading overview

Last 12 months

Net insider flow leans to buying over the last 12 months. Net value: +$159,416,684.

Buys

$159,416,684

Shares: 6,428,478

Insiders: 1

Sells

$0

Shares: 0

Insiders: 0

Net

+$159,416,684

Shares: +6,428,478

Insiders: 1

Window (months) Buy shares Sell shares Buy $ Sell $ Net $
0-3 1,049,974 0 $25,921,658 $0 +$25,921,658
3-6 0 0 $0 $0 $0
6-9 4,151,983 0 $103,155,179 $0 +$103,155,179
9-12 1,226,521 0 $30,339,847 $0 +$30,339,847

Overland Advantage executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Abu Dhabi Investment Authority 10%+ Owner $415,194,428 +$159,416,684 +62% Filing P/S 04 Mar 2026
Terri Lecamp Trustee Mixed 15 Jan 2024
Kimberly A. Terjanian CFO & Treasurer Mixed 15 Jan 2024
Neil H. Sherman Trustee Mixed 15 Jan 2024
Elizabeth R. Uhl Chief Compliance Officer Mixed 15 Jan 2024
Gavin R. Baiera Chief Executive Officer, Trustee Mixed 15 Jan 2024
William J. Neuenfeldt Trustee / Chairman of Board Mixed 15 Jan 2024
Carlos M. Hernandez Trustee Mixed 15 Jan 2024

Top shareholders of Overland Advantage (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Exor N.V.
13F
Company
617%
182,543,970
 $4,943,290,708 — 31 Dec 2025
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
80%
23,669,250
 $1,487,093,592 — 31 Dec 2025
13F
Abu Dhabi Investment Authority
3/4/5 13D/G
10%+ Owner
57%
from 13D/G
16,817,730
 $415,194,428 +$159,416,684 04 Mar 2026
3/4/5 13D/G
ORBIMED ADVISORS LLC
13F
Company
21%
6,210,899
 $20,134,459 — 31 Dec 2025
13F
Codex Capital Asset Management L.L.C.
13F
Company
0.09%
26,700
 $6,723,863 — 31 Dec 2025
13F
Pensionfund Sabic
13F
Company
0.15%
45,300
 $5,234,000 — 31 Dec 2025
13F
Douglas Lane & Associates, LLC
13F
Company
0.02%
6,010
 $1,114,975 — 31 Dec 2025
13F
Financial Gravity Asset Management, Inc.
13F
Company
1.4%
419,517
 $475,044 — 31 Dec 2025
13F
Strategic Investment Solutions, Inc. /IL
13F
Company
0%
127
 $28,357 — 31 Dec 2025
13F

Recent Insider Transactions by Companies or Individuals for Overland Advantage

Showing up to 300 most recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Abu Dhabi Investment Authority Common Shares of Beneficial Interest Purchase 6.66% $25,921,658 $24.69 1,049,974 16,817,730 04 Mar 2026 See Footnote
Abu Dhabi Investment Authority Common Shares of Beneficial Interest Purchase 35.7% $103,155,179 $24.84 4,151,983 15,767,755 04 Aug 2025 See Footnote
Abu Dhabi Investment Authority Common Shares of Beneficial Interest Purchase 11.8% $30,339,847 $24.74 1,226,521 11,615,773 02 May 2025 See Footnote
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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