OCSL Logo

Oaktree Specialty Lending Corporation (OCSL) 

NASDAQ
Market Cap
$1.51B
Sector
Financial Services
Industry
Financial—Credit Services
Rank in Sector
246 of 541
Rank in Industry
15 of 38

Largest Insider Buys in Sector

OCSL Stock Price History Chart

OCSL Stock Performance

About Oaktree Specialty Lending Corporation

Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering, and media and advertising sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies with enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.

Insider Activity of Oaktree Specialty Lending Corporation

Over the last 12 months, insiders at Oaktree Specialty Lending Corporation have bought $40,130 and sold $0 worth of Oaktree Specialty Lending Corporation stock.

On average, over the past 5 years, insiders at Oaktree Specialty Lending Corporation have bought $224,070 and sold $27.34M worth of stock each year.

Highest buying activity among insiders over the last 12 months: CALDWELL PHYLLIS R (director) — $40,130.

The last purchase of 2,000 shares for transaction amount of $40,130 was made by CALDWELL PHYLLIS R (director) on 2024‑02‑12.

List of Insider Buy and Sell Transactions, Oaktree Specialty Lending Corporation

2024-02-12PurchaseCALDWELL PHYLLIS Rdirector
2,000
0.0025%
$20.07$40,130-2.92%
2023-03-23PurchaseStewart MatthewChief Operating Officer
500
0.0007%
$18.00$9,000+12.41%
2023-03-17PurchaseCALDWELL PHYLLIS Rdirector
500
0.0007%
$17.72$8,860+13.54%
2023-03-17PurchaseMcKown ChristopherSee Remarks
1,000
0.0014%
$17.79$17,788+13.54%
2023-03-16PurchaseCALDWELL PHYLLIS Rdirector
1,000
0.0014%
$18.19$18,187+11.30%
2023-03-09PurchasePak AshleyChief Compliance Officer
1,000
0.0014%
$19.41$19,405+7.80%
2023-02-09PurchasePendo MathewPresident
680
0.0009%
$19.72$13,407+5.67%
2022-12-30PurchaseCALDWELL PHYLLIS Rdirector
3,800
0.0021%
$6.96$26,448-0.07%
2022-12-09PurchaseCALDWELL PHYLLIS Rdirector
4,000
0.0022%
$7.00$28,004+1.28%
2022-06-29PurchaseCALDWELL PHYLLIS R
2,500
0.0014%
$6.49$16,223+7.18%
2022-05-23PurchaseCALDWELL PHYLLIS R
5,000
0.0027%
$6.80$33,997+3.69%
2022-05-11PurchaseCALDWELL PHYLLIS R
3,200
0.0017%
$7.04$22,512+0.52%
2022-05-09PurchasePendo MathewPresident
18,381
0.0101%
$7.06$129,770+0.28%
2022-03-04PurchasePak AshleyChief Compliance Officer
2,600
0.0014%
$7.42$19,288-0.45%
2022-03-02PurchaseCALDWELL PHYLLIS R
800
0.0004%
$7.47$5,980-1.07%
2021-12-30SaleTANNENBAUM LEONARD M
84,954
0.0474%
$7.50$637,495-0.98%
2021-12-29SaleTANNENBAUM LEONARD M
200,000
0.1111%
$7.52$1.5M-1.64%
2021-12-28SaleTANNENBAUM LEONARD M
200,000
0.1113%
$7.55$1.51M-1.77%
2021-12-27SaleTANNENBAUM LEONARD M10 percent owner
200,000
0.1109%
$7.54$1.51M-2.03%
2021-12-23SaleTANNENBAUM LEONARD M10 percent owner
200,000
0.111%
$7.51$1.5M-1.51%

Insider Historical Profitability

8.03%
CALDWELL PHYLLIS Rdirector
11166
0.0116%
$18.6190+4.55%
TANNENBAUM LEONARD M
15306589
19.3839%
$18.6165174+8.96%
Genworth Life Insurance CO10 percent owner
1472379
1.8646%
$18.6101
OAKTREE CAPITAL MANAGEMENT LP10 percent owner
276000
0.3495%
$18.6120+4.24%
MEYER FRANK Cdirector
119750
0.1516%
$18.6110+13.39%
Jacobson Craig Adirector
96305
0.122%
$18.6140+12.58%
Goodman Marc A.Chief Investment Officer
54207
0.0686%
$18.6120+26.82%
Ruben Richarddirector
47250
0.0598%
$18.6170+18.6%
Pendo MathewPresident
37979
0.0481%
$18.6190+10.46%
Zimmerman Brucedirector
37000
0.0469%
$18.6130+8.32%
Berman Bernard DChief Executive Officer
35968
0.0455%
$18.61211+8.89%
Gamsin Marcdirector
35000
0.0443%
$18.6110+11.06%
Gero Deborah Anndirector
35000
0.0443%
$18.61130+6.55%
Castro-Blanco Jamesdirector
32564
0.0412%
$18.6150<0.0001%
Dunn Brian Sdirector
30000
0.038%
$18.6160+15.16%
Frank Johndirector
28784
0.0365%
$18.6110+5.99%
HANEY BYRON Jdirector
28000
0.0355%
$18.6120<0.0001%
Dimitrov Ivelin M.Chief Investment Officer
26870
0.034%
$18.61130+3.62%
Carlisle MelvinCFO & Treasurer
25000
0.0317%
$18.6150+10.27%
Panossian ArmenChief Executive Officer
25000
0.0317%
$18.6120+13.53%
DUTKIEWICZ RICHARD Pdirector
24452
0.031%
$18.6170+6.14%
Dalton Patrick JChief Executive Officer
22500
0.0285%
$18.6110+11.59%
Petrocelli Richard AChief Financial Officer
17000
0.0215%
$18.6110<0.0001%
Ray Douglas Fdirector
15736
0.0199%
$18.6130+14.4%
Lee EdgarSee Remarks
12000
0.0152%
$18.6110+5.99%
Owens ToddChief Executive Officer
10000
0.0127%
$18.6110<0.0001%
FRANK ALEXANDER CChief Financial Officer
10000
0.0127%
$18.6110+12.47%
Stewart MatthewChief Operating Officer
9668
0.0122%
$18.6110+12.41%
McKown ChristopherSee Remarks
5092
0.0064%
$18.6110+13.54%
CRAIG WILLIAM HCFO and CCO
3500
0.0044%
$18.6110<0.0001%
Khorana Sandeep K.director
2500
0.0032%
$18.6110+9.92%
Pak AshleyChief Compliance Officer
1920
0.0024%
$18.6120+3.68%
Noreika Steven M.Chief Financial Officer
1611
0.002%
$18.6110+11.59%
Berkman Adam Cdirector
1000
0.0013%
$18.6110<0.0001%
Blakeman Chad S.Co-Chief Investment Officer
1000
0.0013%
$18.6110<0.0001%

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Morgan Stanley$47.57M2.972.42M+15.35%+$6.33M<0.01
Oaktree Capital Management$36.42M2.281.85M0%+$00.96
VanEck$30.63M1.911.56M+10.07%+$2.8M0.05
Bruni J V Co Co$29.82M1.861.52M-0.65%-$194,496.383.54
Ares Management$29.67M1.851.51M+31.86%+$7.17M0.55
LSV Asset Management$18.68M1.17949,962-14.6%-$3.19M0.04
PRIVATE MANAGEMENT GROUP, INC.$14.94M0.93759,824-7.56%-$1.22M0.57
Punch & Associates Investment Management, Inc.$13.74M0.86698,988-12.44%-$1.95M0.79
Lindbrook Capital LLC$13.22M0.83672,489-12.13%-$1.83M1.24
Legal & General$12.24M0.77623,140+3.78%+$445,902.20<0.01
Greenwich Investment Management$11.94M0.75606,977-25.3%-$4.04M9.97
Marshall Wace$11.12M0.7565,504+403.62%+$8.91M0.01
Pinnacle Associates, Ltd.$10.66M0.67542,281-7.05%-$808,301.200.17
TMD Wealth Management$9.62M0.6489,314+103.17%+$4.89M2.72
Partners Group$9.54M0.6485,400-37.99%-$5.85M1.05
Two Sigma Advisers LP$9.39M0.59477,790-12.99%-$1.4M0.02
Wells Fargo$9.4M0.59478,193+45.63%+$2.95M<0.01
Trinity Financial Advisors LLC$8.82M0.55448,873-7.43%-$708,093.724.45
Cercano Management Llc$8.66M0.54440,413New+$8.66M0.24
Royal Bank of Canada$8.51M0.53432,654+13.02%+$979,525.55<0.01
Waverton Investment Management$7.82M0.49398,078+18.91%+$1.24M0.16
Credit Suisse$5.91M0.37300,539-39.07%-$3.79M0.01
Two Sigma$5.91M0.37300,391-59.2%-$8.57M0.01
Advisor Group Holdings Inc$5.82M0.36296,085-2.41%-$143,779.430.01
UBS$5.8M0.36295,081-11.46%-$750,658.19<0.01
BlackRock$5.44M0.34276,727+0.89%+$47,931.08<0.0001
Evergreen Capital Management Llc$5.34M0.33271,623-17.72%-$1.15M0.21
The Manufacturers Life Insurance Company$5.24M0.33266,4870%+$00.01
Muzinich & Co$4.92M0.3240,7330%+$04.27
Allspring Global Investments$4.7M0.29239,268-19.98%-$1.17M0.01
Advisors Asset Management Inc$4.35M0.27221,235+5.34%+$220,408.260.09
Carnegie Capital Asset Management Llc$4.24M0.27215,421-3.35%-$146,801.230.13
Advisors Capital Management$4.17M0.26211,850+0.87%+$36,096.010.08
JPMorgan Chase$3.67M0.23186,903-19.41%-$884,796.62<0.0001
Triad Investment Management$3.64M0.23185,300+38.35%+$1.01M4.42
Independent Advisor Alliance$3.63M0.23184,883+1.37%+$49,090.980.13
Sumitomo Mitsui Trust Holdings$3.47M0.22176,261-23.63%-$1.07M<0.01
Beacon Pointe Advisors Llc$3.44M0.22175,144+30.62%+$807,199.100.04
Hightower Advisors$3.38M0.21171,651+13.75%+$408,064.910.01
Gabelli Funds Llc$3.31M0.21168,375+3.16%+$101,347.320.03
Mckinley Capital Management Llc Delaware$3.21M0.2163,205-2.09%-$68,495.240.39
GOLDEN CAPITAL MANAGEMENT LLC$3.18M0.2161,880+9.85%+$285,365.190.33
Cliffwater$2.72M0.17138,413-50.91%-$2.82M0.89
U.S. Capital Wealth Advisors, LLC$2.64M0.17134,485-2.2%-$59,471.500.11
LINSCO PRIVATE LEDGER CORP$2.63M0.16133,606+18.9%+$417,597.27<0.01
Neuberger Berman$2.54M0.16129,022-36.16%-$1.44M<0.01
Highlander Capital Management, LLC$2.3M0.14116,754-1.41%-$32,753.650.91
Kennedy Capital Management Inc$2.19M0.14111,611-1.46%-$32,537.300.05
Millennium Management LLC$2.17M0.14110,522-73.69%-$6.09M<0.01
Dnb Asset Management As$2.14M0.13108,820+6.34%+$127,587.450.01