OAK-PA Brookfield Oaktree (OAK-PA) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0001403528
SEC filings
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
What the filings say about OAK-PA
Insiders, 180 days
+$28.1K net bought
1 buyer
Brookfield Oaktree insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Brookfield Oaktree Holdings, LLC insiders bought a net $28.1K of stock across 3 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 6.6% of the 20,565 shares held after it.
- No other insider bought within 30 days.
Insider activity: Director GILBERT STEVEN J bought about $28.1K of OAK-PA on May 21, 2026, the largest insider purchase at the company on our record.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Nov 21, 2023.
- No other insider sold within 30 days.
Insider activity: Director Perry Mansco III sold about $21.6K of OAK-PA on Jun 5, 2024, the largest insider sale at the company on our record.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 100.0% of the 1,000 shares held after it.
- No other insider bought within 30 days.
Insider activity: Director Perry Mansco III bought about $20.7K of OAK-PA on Nov 21, 2023, the largest insider purchase at the company on our record.3 transactions on record · a thin record, read with care
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$28.1K over 180 days
more than 78% of Financial Services
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
-12.6% year over year
below 78% of Financial Services
Margin
36.7% net margin
more than 84% of Financial Services
Buybacks
no share repurchases reported
Short interest
no short interest reported
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch OAK-PA
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-5.2%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns OAK-PA: institutional holders (13F)
13F holdings, latest reported quarter
SEC 13F
No reported 13F holders
No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.
Congress trades in OAK-PA
No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
OAK-PA planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $28.1K bought by insiders over 180 days. Each figure is a federal filing, dated the day it went public.
OAK-PA financials
Revenue growth
-12.6%
XBRL, annual
Net margin
36.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$617.9M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM OAK-PA
| FY Dec 2025 | $679.5M |
| FY Dec 2024 | $778.0M |
| FY Dec 2023 | n/a |
| FY Dec 2022 | $1.1B |
| FY Dec 2021 | $1.5B |
| Jun 2026 | $91.2M |
| Mar 2026 | $111.7M |
| Dec 2025 | $254.7M |
| Sep 2025 | $160.4M |
| Jun 2025 | $121.0M |
| Mar 2025 | $143.4M |
| Dec 2024 | $227.6M |
| Sep 2024 | $140.3M |
At each fiscal year end
Single quarter
Net margin, TTM
+53.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM OAK-PA
| FY Dec 2025 | +36.7% |
| FY Dec 2024 | +39.5% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +18.5% |
| FY Dec 2021 | +43.4% |
| Jun 2026 | +61.3% |
| Mar 2026 | +35.2% |
| Dec 2025 | +65.2% |
| Sep 2025 | +41.5% |
| Jun 2025 | +17.8% |
| Mar 2025 | -3.5% |
| Dec 2024 | +59.5% |
| Sep 2024 | +31.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
-$233.6M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM OAK-PA
| FY Dec 2025 | $471.0M |
| FY Dec 2024 | -$538.6M |
| FY Dec 2023 | -$730.7M |
| FY Dec 2022 | -$1.9B |
| FY Dec 2021 | -$2.7B |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
0.47x
long-term debt only, 2019-09-30 (82 months older than the period end); equity 2026-06-30
Debt to equity OAK-PA
| FY Dec 2025 | 0.43x |
| FY Dec 2024 | 0.41x |
| FY Dec 2023 | 0.43x |
| FY Dec 2022 | 0.63x |
| FY Dec 2021 | 0.59x |
| Jun 2026 | 0.47x |
| Mar 2026 | 0.42x |
| Dec 2025 | 0.43x |
| Sep 2025 | 0.45x |
| Jun 2025 | 0.45x |
| Mar 2025 | 0.43x |
| Dec 2024 | 0.41x |
| Sep 2024 | 0.42x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
-0.24x
TTM operating cash flow over long-term debt only, 2019-09-30 (82 months older than the period end)
Cash flow to debt OAK-PA
| FY Dec 2025 | 0.48x |
| FY Dec 2024 | -0.55x |
| FY Dec 2023 | -0.75x |
| FY Dec 2022 | -1.95x |
| FY Dec 2021 | -2.81x |
| Jun 2026 | -0.24x |
| Mar 2026 | -0.02x |
| Dec 2025 | 0.48x |
| Sep 2025 | 0.53x |
| Jun 2025 | 0.79x |
| Mar 2025 | -0.02x |
| Dec 2024 | -0.55x |
| Sep 2024 | -0.98x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+15.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity OAK-PA
| FY Dec 2025 | +10.7% |
| FY Dec 2024 | +13.2% |
| FY Dec 2023 | +11.6% |
| FY Dec 2022 | +12.7% |
| FY Dec 2021 | +42.2% |
| Jun 2026 | +15.6% |
| Mar 2026 | +12.8% |
| Dec 2025 | +10.7% |
| Sep 2025 | +9.8% |
| Jun 2025 | +8.8% |
| Mar 2025 | +9.6% |
| Dec 2024 | +13.2% |
| Sep 2024 | +14.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets OAK-PA
| FY Dec 2025 | +3.6% |
| FY Dec 2024 | +4.2% |
| FY Dec 2023 | +3.3% |
| FY Dec 2022 | +2.0% |
| FY Dec 2021 | +5.1% |
| Jun 2026 | +4.8% |
| Mar 2026 | +4.1% |
| Dec 2025 | +3.6% |
| Sep 2025 | +3.2% |
| Jun 2025 | +4.7% |
| Mar 2025 | +2.9% |
| Dec 2024 | +4.2% |
| Sep 2024 | +4.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital OAK-PA
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed OAK-PA
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
7.83x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing OAK-PA
| FY Dec 2025 | 11.22x |
| FY Dec 2024 | 8.96x |
| FY Dec 2023 | 11.90x |
| FY Dec 2022 | 12.36x |
| FY Dec 2021 | n/a |
| Jun 2026 | 8.25x |
| Mar 2026 | 9.03x |
| Dec 2025 | 11.22x |
| Sep 2025 | 13.81x |
| Jun 2025 | 16.19x |
| Mar 2025 | 13.23x |
| Dec 2024 | 8.96x |
| Sep 2024 | 9.50x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no share count filed
Enterprise value OAK-PA
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no share count filed
FCF yield OAK-PA
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.10x
P/E over trailing EPS growth of 78%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing OAK-PA
| FY Dec 2025 | n/a |
| FY Dec 2024 | 0.27x |
| FY Dec 2023 | 2.29x |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.11x |
| Mar 2026 | 0.24x |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | 0.27x |
| Sep 2024 | 0.51x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $679.5M | $778.0M | $688.8M | $1.1B |
| Net income | $249.2M | $307.5M | $221.2M | $203.6M |
| EPS (diluted) | 1.88 | 2.45 | 1.80 | 1.73 |
| Operating cash flow | $471.0M | -$538.6M | -$730.7M | -$1.9B |
SEC XBRL, fiscal years, as known on 2026-10-28
OAK-PA Stock Sonar score 5/7 axes
Find similar shapesCompareOAK-PA ranks highest on risk and compliance (86th percentile) and profitability (68th), and lowest on growth (22nd), among Financial Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
OAK-PA filings, in plain words
Are Brookfield Oaktree insiders buying or selling OAK-PA?
In the 180 days to 2026-10-28, Brookfield Oaktree insiders were net buyers, a net $28.1K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-28, Brookfield Oaktree insiders were net buyers of OAK-PA, a net $28.1K across purchases and sales reported on Form 4 by 1 buyer. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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