WAVEMAN · COMPANY

OAK-PA · Brookfield Oaktree Holdings, Llc

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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OAK-PA

Name: Brookfield Oaktree Holdings, LLC (OAK-PA) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

Brookfield Oaktree Holdings, LLC

FINANCIAL SERVICES · INVESTMENT ADVICE · CIK 0001403528

SEC FILINGS☆ WATCH

INSIDER NET · 180D

$28.1K

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

-12.6%

XBRL, annual

NET MARGIN

36.7%

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 member of Congress has reported trading it

FUNDS

fewer than five institutions report holding it

REVENUE

-12.6% year over year

below 77% of Financial Services

MARGIN

36.7% net margin

more than 84% of Financial Services

BUYBACKS

no share repurchases reported

SHORT

no short interest reported

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -1.0%

-1.0%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

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. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

MSTR COIN MORN UPST IBKR CACC ARES HOOD RKT SCHW DAVE GS

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred 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(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

GILBERT STEVEN J

Director

BUY

2026-05-21

1,354.0

$28.1K

Perry Mansco III

Director

SELL

2024-06-05

1,000.0

$21.6K

Perry Mansco III

Director

BUY

2023-11-21

1,000.0

$20.7K

3 TRANSACTIONS ON RECORD · THIN RECORD, READ IT AS SUCH

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Institutional holders

13F · holdings as of the latest quarter funds have reported

no 13F holders found for this ticker

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	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-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE