OSG Octave Specialty (OSG) Insider Trading, Ownership & Congress Trades
Insurance · Surety insurance · CIK 0000874501
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
86
13F, latest reported quarter
Conversions, 180 days
7
Codes C/M, not in net · no price filed
Octave Specialty insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for OCTAVE SPECIALTY GROUP INC in the period covered. 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 1.2% of the 1,033,777 shares held after it.
- No other insider bought within 30 days.
- 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer LeBlanc Claude bought about $91.1K of OSG on Jan 2, 2026, the largest insider purchase at the company since 2023; 86 funds added in the latest 13F quarter.Context
- 63 earlier Form 4 trades (code P or S) here by this insider (50 buys, 13 sales), the last on Apr 16, 2024.
- -5.9% median (-9.1% mean) 90-day return after 9 previous buys.
- The trade is 2.0% of the 2,457,479 shares held after it.
- No other insider sold within 30 days.
- 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Norton Samuel H sold about $337.0K of OSG on May 15, 2024; 86 funds added in the latest 13F quarter.Context
- 62 earlier Form 4 trades (code P or S) here by this insider (50 buys, 12 sales), the last on Apr 15, 2024.
- -5.9% median (-9.1% mean) 90-day return after 9 previous buys.
- The trade is 1.2% of the 2,507,479 shares held after it.
- No other insider sold within 30 days.
- 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Norton Samuel H sold about $175.6K of OSG on Apr 16, 2024; 86 funds added in the latest 13F quarter.Context
- 61 earlier Form 4 trades (code P or S) here by this insider (50 buys, 11 sales), the last on Mar 15, 2024.
- -5.9% median (-9.1% mean) 90-day return after 9 previous buys.
- The trade is 0.8% of the 2,537,142 shares held after it.
- No other insider sold within 30 days.
- 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Norton Samuel H sold about $121.6K of OSG on Apr 15, 2024; 86 funds added in the latest 13F quarter.Context
- 60 earlier Form 4 trades (code P or S) here by this insider (50 buys, 10 sales), the last on Feb 15, 2024.
- -5.9% median (-9.1% mean) 90-day return after 9 previous buys.
- The trade is 2.1% of the 2,352,388 shares held after it.
- No other insider sold within 30 days.
- 86 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President and CEO Norton Samuel H sold about $302.5K of OSG on Mar 15, 2024; 86 funds added in the latest 13F quarter.171 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.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
86 funds bought in last quarter
below 67% of Insurance
Revenue
+55.8% year over year
more than 92% of Insurance
Margin
-180.7% net margin
below 96% of Insurance
Buybacks
$29.9M repurchased, FY to 2025-12-31
below 80% of Insurance
Short interest
3.3% of the float short (float per yahoo 2026-10-26) · 3.0 days to cover · settled 2026-09-30
more than 60% of Insurance
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch OSG
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.
-43.0%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 OSG: institutional holders (13F)
13F holdings, latest reported quarter
4,572,516 sh
$28.5M
2,247,591 sh
$14.0M
1,972,619 sh
$12.3M
1,647,793 sh
$10.3M
1,341,879 sh
$8.4M
Congress trades in OSG
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.
OSG planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
OSG mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Third Avenue Small-Cap Value Fund
$7.2M position · as of 2026-07-31
3.3%
1290 Essex Small Cap Growth Fund
$969.4K position · as of 2026-07-31
0.8%
Ultra-Small Company Market Fund
$396.2K position · as of 2026-06-30
0.3%
Harbor AlphaEdge Small Cap Earners ETF
$21.8K position · as of 2026-07-31
0.2%
NVIT Small Cap Value Fund
$323.9K position · as of 2026-06-30
0.1%
ACUITAS US MICROCAP FUND
$162.5K position · as of 2026-06-30
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Claude LeBlanc
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.4M
$7.2M
$2.8M
-49%
+26%
2024
$6.3M
$1.8M
$2.0M
-41%
+50%
2023
$6.9M
$7.0M
$2.2M
-24%
+30%
2022
$6.2M
$9.9M
$2.1M
-19%
+5%
2021
$7.0M
$8.3M
$2.2M
-25%
+45%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 86 funds added last quarter. Each figure is a federal filing, dated the day it went public.
OSG financials
Revenue growth
+55.8%
XBRL, annual
Net margin
-180.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$320.7M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM OSG
| FY Dec 2025 | $251.2M |
| FY Dec 2024 | $236.8M |
| FY Dec 2023 | $269.0M |
| FY Dec 2022 | $504.0M |
| FY Dec 2021 | $282.0M |
| Jun 2026 | $83.0M |
| Mar 2026 | $104.2M |
| Dec 2025 | $66.9M |
| Sep 2025 | $66.6M |
| Jun 2025 | $55.0M |
| Mar 2025 | $62.8M |
| Dec 2024 | -$85.2M |
| Sep 2024 | $114.0M |
At each fiscal year end
Single quarter
Net margin, TTM
-49.6%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM OSG
| FY Dec 2025 | -103.2% |
| FY Dec 2024 | -234.7% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +103.6% |
| FY Dec 2021 | -6.0% |
| Jun 2026 | -14.6% |
| Mar 2026 | -6.6% |
| Dec 2025 | -40.8% |
| Sep 2025 | -169.1% |
| Jun 2025 | -132.7% |
| Mar 2025 | -73.9% |
| Dec 2024 | n/a |
| Sep 2024 | -24.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
fewer than four consecutive quarters of operating cash flow
Free cash flow, TTM OSG
| 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
Single quarter
Debt to equity
0.22x
long-term 2026-06-30 plus current 2026-03-31; equity 2026-06-30
Debt to equity OSG
| FY Dec 2025 | 0.16x |
| FY Dec 2024 | 0.19x |
| FY Dec 2023 | 0.37x |
| FY Dec 2022 | 0.51x |
| FY Dec 2021 | 2.15x |
| Jun 2026 | 0.22x |
| Mar 2026 | 0.16x |
| Dec 2025 | 0.16x |
| Sep 2025 | 0.00x |
| Jun 2025 | 0.17x |
| Mar 2025 | 0.18x |
| Dec 2024 | 0.19x |
| Sep 2024 | 0.45x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
needs four quarters of operating cash flow
Cash flow to debt OSG
| FY Dec 2025 | n/a |
| FY Dec 2024 | 1.10x |
| FY Dec 2023 | 0.39x |
| FY Dec 2022 | 2.09x |
| FY Dec 2021 | -0.06x |
| 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 | 1.10x |
| Sep 2024 | 0.25x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
-20.4%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity OSG
| FY Dec 2025 | -34.2% |
| FY Dec 2024 | -51.5% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +45.6% |
| FY Dec 2021 | -1.6% |
| Jun 2026 | -20.4% |
| Mar 2026 | -28.1% |
| Dec 2025 | -34.2% |
| Sep 2025 | -67.6% |
| Jun 2025 | -62.4% |
| Mar 2025 | -56.2% |
| Dec 2024 | -51.5% |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
-2.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets OSG
| FY Dec 2025 | -5.0% |
| FY Dec 2024 | -6.7% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +5.1% |
| FY Dec 2021 | -0.1% |
| Jun 2026 | -2.9% |
| Mar 2026 | -4.2% |
| Dec 2025 | -5.0% |
| Sep 2025 | -13.7% |
| Jun 2025 | -8.3% |
| Mar 2025 | -7.5% |
| Dec 2024 | -6.7% |
| Sep 2024 | n/a |
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 OSG
| 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 OSG
| 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
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing OSG
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | 91.56x |
| FY Dec 2022 | 1.51x |
| 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
Enterprise value
$344.2M
market value at close 2026-10-26 on 2026-08-04 shares, plus long-term 2026-06-30 plus current 2026-03-31, minus cash 2025-09-30
Enterprise value OSG
| FY Dec 2025 | $430.9M |
| FY Dec 2024 | $707.7M |
| FY Dec 2023 | $1.2B |
| FY Dec 2022 | $1.4B |
| FY Dec 2021 | $3.0B |
| Jun 2026 | $408.8M |
| Mar 2026 | $298.6M |
| Dec 2025 | $430.9M |
| Sep 2025 | $359.5M |
| Jun 2025 | $455.8M |
| Mar 2025 | $520.6M |
| Dec 2024 | $707.7M |
| Sep 2024 | $1.2B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
fewer than four consecutive quarters of operating cash flow
FCF yield OSG
| 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
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing OSG
| 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
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.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $251.2M | $235.8M | $269.0M | $505.0M |
| Net income | -$259.0M | -$556.0M | $5.0M | $522.0M |
| EPS (diluted) | -5.93 | -11.96 | 0.18 | 11.48 |
| Operating cash flow | n/a | n/a | $200.0M | $1.3B |
| Cash | n/a | $29.6M | $7.3M | $6.3M |
| Long-term debt | $117.6M | $0 | $508.0M | $639.0M |
| Buybacks | $29.9M | $11.7M | $4.5M | $14.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
OSG Stock Sonar score 5/7 axes
Find similar shapesCompareOSG ranks highest on growth (92nd percentile) and financial health (63rd), and lowest on profitability (10th), among Insurance 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
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