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.
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.
2024-02-12 | CALDWELL PHYLLIS R | director | 2,000 0.0025% | $20.07 | $40,130 | -2.92% | ||
2023-03-23 | Stewart Matthew | Chief Operating Officer | 500 0.0007% | $18.00 | $9,000 | +12.41% | ||
2023-03-17 | CALDWELL PHYLLIS R | director | 500 0.0007% | $17.72 | $8,860 | +13.54% | ||
2023-03-17 | McKown Christopher | See Remarks | 1,000 0.0014% | $17.79 | $17,788 | +13.54% | ||
2023-03-16 | CALDWELL PHYLLIS R | director | 1,000 0.0014% | $18.19 | $18,187 | +11.30% | ||
2023-03-09 | Pak Ashley | Chief Compliance Officer | 1,000 0.0014% | $19.41 | $19,405 | +7.80% | ||
2023-02-09 | Pendo Mathew | President | 680 0.0009% | $19.72 | $13,407 | +5.67% | ||
2022-12-30 | CALDWELL PHYLLIS R | director | 3,800 0.0021% | $6.96 | $26,448 | -0.07% | ||
2022-12-09 | CALDWELL PHYLLIS R | director | 4,000 0.0022% | $7.00 | $28,004 | +1.28% | ||
2022-06-29 | CALDWELL PHYLLIS R | 2,500 0.0014% | $6.49 | $16,223 | +7.18% | |||
2022-05-23 | CALDWELL PHYLLIS R | 5,000 0.0027% | $6.80 | $33,997 | +3.69% | |||
2022-05-11 | CALDWELL PHYLLIS R | 3,200 0.0017% | $7.04 | $22,512 | +0.52% | |||
2022-05-09 | Pendo Mathew | President | 18,381 0.0101% | $7.06 | $129,770 | +0.28% | ||
2022-03-04 | Pak Ashley | Chief Compliance Officer | 2,600 0.0014% | $7.42 | $19,288 | -0.45% | ||
2022-03-02 | CALDWELL PHYLLIS R | 800 0.0004% | $7.47 | $5,980 | -1.07% | |||
2021-12-30 | Sale | TANNENBAUM LEONARD M | 84,954 0.0474% | $7.50 | $637,495 | -0.98% | ||
2021-12-29 | Sale | TANNENBAUM LEONARD M | 200,000 0.1111% | $7.52 | $1.5M | -1.64% | ||
2021-12-28 | Sale | TANNENBAUM LEONARD M | 200,000 0.1113% | $7.55 | $1.51M | -1.77% | ||
2021-12-27 | Sale | TANNENBAUM LEONARD M | 10 percent owner | 200,000 0.1109% | $7.54 | $1.51M | -2.03% | |
2021-12-23 | Sale | TANNENBAUM LEONARD M | 10 percent owner | 200,000 0.111% | $7.51 | $1.5M | -1.51% |
CALDWELL PHYLLIS R | director | 11166 0.0116% | $18.61 | 9 | 0 | +4.55% |
TANNENBAUM LEONARD M | 15306589 19.3839% | $18.61 | 65 | 174 | +8.96% | |
Genworth Life Insurance CO | 10 percent owner | 1472379 1.8646% | $18.61 | 0 | 1 | |
OAKTREE CAPITAL MANAGEMENT LP | 10 percent owner | 276000 0.3495% | $18.61 | 2 | 0 | +4.24% |
MEYER FRANK C | director | 119750 0.1516% | $18.61 | 1 | 0 | +13.39% |
Jacobson Craig A | director | 96305 0.122% | $18.61 | 4 | 0 | +12.58% |
Goodman Marc A. | Chief Investment Officer | 54207 0.0686% | $18.61 | 2 | 0 | +26.82% |
Ruben Richard | director | 47250 0.0598% | $18.61 | 7 | 0 | +18.6% |
Pendo Mathew | President | 37979 0.0481% | $18.61 | 9 | 0 | +10.46% |
Zimmerman Bruce | director | 37000 0.0469% | $18.61 | 3 | 0 | +8.32% |
Berman Bernard D | Chief Executive Officer | 35968 0.0455% | $18.61 | 21 | 1 | +8.89% |
Gamsin Marc | director | 35000 0.0443% | $18.61 | 1 | 0 | +11.06% |
Gero Deborah Ann | director | 35000 0.0443% | $18.61 | 13 | 0 | +6.55% |
Castro-Blanco James | director | 32564 0.0412% | $18.61 | 5 | 0 | <0.0001% |
Dunn Brian S | director | 30000 0.038% | $18.61 | 6 | 0 | +15.16% |
Frank John | director | 28784 0.0365% | $18.61 | 1 | 0 | +5.99% |
HANEY BYRON J | director | 28000 0.0355% | $18.61 | 2 | 0 | <0.0001% |
Dimitrov Ivelin M. | Chief Investment Officer | 26870 0.034% | $18.61 | 13 | 0 | +3.62% |
Carlisle Melvin | CFO & Treasurer | 25000 0.0317% | $18.61 | 5 | 0 | +10.27% |
Panossian Armen | Chief Executive Officer | 25000 0.0317% | $18.61 | 2 | 0 | +13.53% |
DUTKIEWICZ RICHARD P | director | 24452 0.031% | $18.61 | 7 | 0 | +6.14% |
Dalton Patrick J | Chief Executive Officer | 22500 0.0285% | $18.61 | 1 | 0 | +11.59% |
Petrocelli Richard A | Chief Financial Officer | 17000 0.0215% | $18.61 | 1 | 0 | <0.0001% |
Ray Douglas F | director | 15736 0.0199% | $18.61 | 3 | 0 | +14.4% |
Lee Edgar | See Remarks | 12000 0.0152% | $18.61 | 1 | 0 | +5.99% |
Owens Todd | Chief Executive Officer | 10000 0.0127% | $18.61 | 1 | 0 | <0.0001% |
FRANK ALEXANDER C | Chief Financial Officer | 10000 0.0127% | $18.61 | 1 | 0 | +12.47% |
Stewart Matthew | Chief Operating Officer | 9668 0.0122% | $18.61 | 1 | 0 | +12.41% |
McKown Christopher | See Remarks | 5092 0.0064% | $18.61 | 1 | 0 | +13.54% |
CRAIG WILLIAM H | CFO and CCO | 3500 0.0044% | $18.61 | 1 | 0 | <0.0001% |
Khorana Sandeep K. | director | 2500 0.0032% | $18.61 | 1 | 0 | +9.92% |
Pak Ashley | Chief Compliance Officer | 1920 0.0024% | $18.61 | 2 | 0 | +3.68% |
Noreika Steven M. | Chief Financial Officer | 1611 0.002% | $18.61 | 1 | 0 | +11.59% |
Berkman Adam C | director | 1000 0.0013% | $18.61 | 1 | 0 | <0.0001% |
Blakeman Chad S. | Co-Chief Investment Officer | 1000 0.0013% | $18.61 | 1 | 0 | <0.0001% |
Morgan Stanley | $47.57M | 2.97 | 2.42M | +15.35% | +$6.33M | <0.01 | |
Oaktree Capital Management | $36.42M | 2.28 | 1.85M | 0% | +$0 | 0.96 | |
VanEck | $30.63M | 1.91 | 1.56M | +10.07% | +$2.8M | 0.05 | |
Bruni J V Co Co | $29.82M | 1.86 | 1.52M | -0.65% | -$194,496.38 | 3.54 | |
Ares Management | $29.67M | 1.85 | 1.51M | +31.86% | +$7.17M | 0.55 | |
LSV Asset Management | $18.68M | 1.17 | 949,962 | -14.6% | -$3.19M | 0.04 | |
PRIVATE MANAGEMENT GROUP, INC. | $14.94M | 0.93 | 759,824 | -7.56% | -$1.22M | 0.57 | |
Punch & Associates Investment Management, Inc. | $13.74M | 0.86 | 698,988 | -12.44% | -$1.95M | 0.79 | |
Lindbrook Capital LLC | $13.22M | 0.83 | 672,489 | -12.13% | -$1.83M | 1.24 | |
Legal & General | $12.24M | 0.77 | 623,140 | +3.78% | +$445,902.20 | <0.01 | |
Greenwich Investment Management | $11.94M | 0.75 | 606,977 | -25.3% | -$4.04M | 9.97 | |
Marshall Wace | $11.12M | 0.7 | 565,504 | +403.62% | +$8.91M | 0.01 | |
Pinnacle Associates, Ltd. | $10.66M | 0.67 | 542,281 | -7.05% | -$808,301.20 | 0.17 | |
TMD Wealth Management | $9.62M | 0.6 | 489,314 | +103.17% | +$4.89M | 2.72 | |
Partners Group | $9.54M | 0.6 | 485,400 | -37.99% | -$5.85M | 1.05 | |
Two Sigma Advisers LP | $9.39M | 0.59 | 477,790 | -12.99% | -$1.4M | 0.02 | |
Wells Fargo | $9.4M | 0.59 | 478,193 | +45.63% | +$2.95M | <0.01 | |
Trinity Financial Advisors LLC | $8.82M | 0.55 | 448,873 | -7.43% | -$708,093.72 | 4.45 | |
Cercano Management Llc | $8.66M | 0.54 | 440,413 | New | +$8.66M | 0.24 | |
Royal Bank of Canada | $8.51M | 0.53 | 432,654 | +13.02% | +$979,525.55 | <0.01 | |
Waverton Investment Management | $7.82M | 0.49 | 398,078 | +18.91% | +$1.24M | 0.16 | |
Credit Suisse | $5.91M | 0.37 | 300,539 | -39.07% | -$3.79M | 0.01 | |
Two Sigma | $5.91M | 0.37 | 300,391 | -59.2% | -$8.57M | 0.01 | |
Advisor Group Holdings Inc | $5.82M | 0.36 | 296,085 | -2.41% | -$143,779.43 | 0.01 | |
UBS | $5.8M | 0.36 | 295,081 | -11.46% | -$750,658.19 | <0.01 | |
BlackRock | $5.44M | 0.34 | 276,727 | +0.89% | +$47,931.08 | <0.0001 | |
Evergreen Capital Management Llc | $5.34M | 0.33 | 271,623 | -17.72% | -$1.15M | 0.21 | |
The Manufacturers Life Insurance Company | $5.24M | 0.33 | 266,487 | 0% | +$0 | 0.01 | |
Muzinich & Co | $4.92M | 0.3 | 240,733 | 0% | +$0 | 4.27 | |
Allspring Global Investments | $4.7M | 0.29 | 239,268 | -19.98% | -$1.17M | 0.01 | |
Advisors Asset Management Inc | $4.35M | 0.27 | 221,235 | +5.34% | +$220,408.26 | 0.09 | |
Carnegie Capital Asset Management Llc | $4.24M | 0.27 | 215,421 | -3.35% | -$146,801.23 | 0.13 | |
Advisors Capital Management | $4.17M | 0.26 | 211,850 | +0.87% | +$36,096.01 | 0.08 | |
JPMorgan Chase | $3.67M | 0.23 | 186,903 | -19.41% | -$884,796.62 | <0.0001 | |
Triad Investment Management | $3.64M | 0.23 | 185,300 | +38.35% | +$1.01M | 4.42 | |
Independent Advisor Alliance | $3.63M | 0.23 | 184,883 | +1.37% | +$49,090.98 | 0.13 | |
Sumitomo Mitsui Trust Holdings | $3.47M | 0.22 | 176,261 | -23.63% | -$1.07M | <0.01 | |
Beacon Pointe Advisors Llc | $3.44M | 0.22 | 175,144 | +30.62% | +$807,199.10 | 0.04 | |
Hightower Advisors | $3.38M | 0.21 | 171,651 | +13.75% | +$408,064.91 | 0.01 | |
Gabelli Funds Llc | $3.31M | 0.21 | 168,375 | +3.16% | +$101,347.32 | 0.03 | |
Mckinley Capital Management Llc Delaware | $3.21M | 0.2 | 163,205 | -2.09% | -$68,495.24 | 0.39 | |
GOLDEN CAPITAL MANAGEMENT LLC | $3.18M | 0.2 | 161,880 | +9.85% | +$285,365.19 | 0.33 | |
Cliffwater | $2.72M | 0.17 | 138,413 | -50.91% | -$2.82M | 0.89 | |
U.S. Capital Wealth Advisors, LLC | $2.64M | 0.17 | 134,485 | -2.2% | -$59,471.50 | 0.11 | |
LINSCO PRIVATE LEDGER CORP | $2.63M | 0.16 | 133,606 | +18.9% | +$417,597.27 | <0.01 | |
Neuberger Berman | $2.54M | 0.16 | 129,022 | -36.16% | -$1.44M | <0.01 | |
Highlander Capital Management, LLC | $2.3M | 0.14 | 116,754 | -1.41% | -$32,753.65 | 0.91 | |
Kennedy Capital Management Inc | $2.19M | 0.14 | 111,611 | -1.46% | -$32,537.30 | 0.05 | |
Millennium Management LLC | $2.17M | 0.14 | 110,522 | -73.69% | -$6.09M | <0.01 | |
Dnb Asset Management As | $2.14M | 0.13 | 108,820 | +6.34% | +$127,587.45 | 0.01 |