WaveMan
WaveMan · Company
OCSL · Oaktree Specialty Lending Corp
> Search tickers & screens ⌘K
LIVE
← All companies

OCSL Oaktree Specialty Lending (OCSL) Insider Trading, Ownership & Congress Trades

CIK 0001414932
Quote by TradingView
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
79
13F, latest reported quarter

What the filings say about OCSL

Insiders, 180 days
+$21.6K net bought
1 buyer

Oaktree Specialty Lending insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Oaktree Specialty Lending Corp insiders bought a net $21.6K of stock across 52 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
Panossian Armen
See Remarks
BUY
2026-08-13 SECtraded 2026-08-12
1,700
$21.6K
-11.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on May 15, 2025.
  • The trade is 7.6% of the 22,489 shares held after it.
  • No other insider bought within 30 days.
  • 79 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Panossian Armen bought about $21.6K of OCSL on Aug 12, 2026; 79 funds added in the latest 13F quarter.
CALDWELL PHYLLIS R
Director
BUY
2026-03-18 SECtraded 2026-03-16
2,500
$26.9K
+5.3%
Context
  • 21 earlier Form 4 trades (code P or S) here by this insider (21 buys), the last on Sep 15, 2025.
  • -0.4% median (+0.1% mean) 90-day return after 14 previous buys.
  • The trade is 10.6% of the 23,500 shares held after it.
  • 1 other insider bought within 30 days.
  • 79 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CALDWELL PHYLLIS R bought about $26.9K of OCSL on Mar 16, 2026; 1 other insider bought within 30 days and 79 funds added in the latest 13F quarter.
Gero Deborah Ann
Director
BUY
2026-03-18 SECtraded 2026-03-16
2,000
$21.6K
+5.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jun 30, 2025.
  • The trade is 8.2% of the 24,411 shares held after it.
  • 1 other insider bought within 30 days.
  • 79 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Gero Deborah Ann bought about $21.6K of OCSL on Mar 16, 2026; 1 other insider bought within 30 days and 79 funds added in the latest 13F quarter.
CALDWELL PHYLLIS R
Director
BUY
2025-09-16 SECtraded 2025-09-15
975
$12.9K
-5.6%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (18 buys), the last on May 7, 2025.
  • -1.0% median (+0.1% mean) 90-day return after 13 previous buys.
  • The trade is 4.6% of the 21,000 shares held after it.
  • No other insider bought within 30 days.
  • 79 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CALDWELL PHYLLIS R bought about $12.9K of OCSL on Sep 15, 2025; 79 funds added in the latest 13F quarter.
CALDWELL PHYLLIS R
Director
BUY
2025-09-16 SECtraded 2025-09-15
25
$330
-5.6%
Context
  • 18 earlier Form 4 trades (code P or S) here by this insider (18 buys), the last on May 7, 2025.
  • -1.0% median (+0.1% mean) 90-day return after 13 previous buys.
  • The trade is 0.1% of the 20,025 shares held after it.
  • No other insider bought within 30 days.
  • 79 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CALDWELL PHYLLIS R bought about $330 of OCSL on Sep 15, 2025; 79 funds added in the latest 13F quarter.
52 transactions on record
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.
See all insider buying · insider selling
Showing the latest few. to see 47 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$21.6K over 180 days
+$21.6K over 90 days
below 85% of its sector
Congress
no House purchase disclosed in the last 12 months
Funds
79 funds bought in last quarter
more than 87% of its sector
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
$3.4M repurchased, FY to 2026-06-30
below 70% of its sector
Short interest
3.6% of shares outstanding short · 6.3 days to cover · settled 2026-10-15
more than 74% of its sector
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch OCSL

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.
-9.7%12M
-18%-11%-5%+2%2025-102025-122026-022026-042026-062026-082026-10 2026-03-16 · CALDWELL PHYLLIS R bought $26.9K2026-08-12 · Panossian Armen bought $21.6K2026-03-16 · Gero Deborah Ann bought $21.6K
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns OCSL: institutional holders (13F)

13F holdings, latest reported quarter
OAKTREE CAPITAL MANAGEMENT LP
7,872,199 sh
$94.0M
PRIVATE MANAGEMENT GROUP INC
3,869,484 sh
$46.2M
ROYAL BANK OF CANADA
2,924,437 sh
$34.9M
BRUNI J V & CO /CO
2,474,804 sh
$29.5M
MORGAN STANLEY
2,401,489 sh
$28.7M

Congress trades in OCSL

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.

OCSL planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

OCSL mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
FT Confluence BDC & Specialty Finance Income ETF
$748.7K position · as of 2026-05-31
2.2%
Novatide Flexible Allocation ETF
$441.8K position · as of 2026-05-31
2.0%
Virtus Private Credit Strategy ETF
$543.6K position · as of 2026-07-31
1.8%
ProShares Global Listed Private Equity ETF
$199.1K position · as of 2026-05-31
1.8%
VanEck BDC Income ETF
$21.3M position · as of 2026-06-30
1.3%
Invesco Global Listed Private Equity ETF
$538.0K position · as of 2026-07-31
0.2%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
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 $21.6K bought by insiders over 180 days, 79 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener

OCSL financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
n/a
capex not filed for the four quarters
Debt to equity
1.04x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.07x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+3.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
23.98x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$2.4B
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
n/a
capex not filed for the four quarters
PEG, trailing
n/a
trailing EPS growth -16%, PEG needs growth
Price as of 2026-10-26. 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.
2025-092024-092023-092022-12
Net income$33.9M$57.9M$117.3Mn/a
EPS (diluted)0.390.721.63n/a
Operating cash flow$228.4M$19.1M$228.8Mn/a
Cash$79.6M$64.0M$136.4M$17.4M
Long-term debt$1.5B$1.6B$1.6B$1.5B
Buybacks$10.7M$1.6M$2.4Mn/a
Dividends paid$148.2M$176.8M$180.0Mn/a
SEC XBRL, fiscal years, as known on 2026-10-28

OCSL Stock Sonar score 5/7 axes

Find similar shapesCompare

OCSL ranks highest on insider conviction (64th percentile) and profitability (53rd), and lowest on financial health (32nd), among the US-listed universe.

ProfitHealthInsidersInstitutionsRisk
Profitability
53
Inputs
  • Return on equity+3.0% · 47 pct, universe of 3,862
  • Return on assets+1.5% · 58 pct, universe of 4,809
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Financial health
32
Inputs
  • Debt to equity1.04x · 25 pct, universe of 3,589
  • Cash flow to debt0.07x · 39 pct, universe of 3,314
Insider conviction
64
Inputs
  • Net Form 4 buying (codes P and S), 180d$22K · 73 pct, universe of 3,405
  • Insider buyers, 180d1 · 56 pct, universe of 3,448
Institutional and government
48
Inputs
  • Funds adding, latest quarter79 · 48 pct, universe of 4,970
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
49
Inputs
  • Short interest, % of shares outstanding (no float on file)+3.6% · 49 pct, universe of 6,629
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
2 not measured: Growth, US patents
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

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

OCSL filings, in plain words

Are Oaktree Specialty Lending insiders buying or selling OCSL?

In the 180 days to 2026-10-28, Oaktree Specialty Lending insiders were net buyers, a net $21.6K across purchases and sales reported on Form 4, by 1 buyer.

Read the full summary

In the 180 days to 2026-10-28, Oaktree Specialty Lending insiders were net buyers of OCSL, a net $21.6K 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.

Explore insider trading and ownership data

Every company we track, ranked by each kind of filing
Insider buyingInsider sellingCongress stock tradesActivist 13D stakesForm 144 planned salesCEO pay vs performanceAll companies