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Insider · CIK 0001596950

Phyllis R Caldwell

director

Files at OCSL (Oaktree Specialty Lending Corp), OMF (OneMain Holdings, Inc.), JBGS (JBG SMITH Properties). First filing Feb 26, 2025, latest Mar 18, 2026.

Phyllis R Caldwell files SEC Form 4 as director at OCSL (Oaktree Specialty Lending Corp), and also at OMF (OneMain Holdings, Inc.), JBGS (JBG SMITH Properties). Since Feb 26, 2025, Phyllis R Caldwell has reported 4 open-market buys worth $133k and 0 open-market sells worth $0, the latest filed on Mar 18, 2026.

A track record needs three past buys with six months of prices behind them; Phyllis R Caldwell has 0, so none is measured yet.

The newest scored trade: bought $27k of OCSL on Mar 16, 2026, filed Mar 18, 2026, scored 45 (moderate). In the last 12 months: 1 buy worth $27k and 0 sells worth $0.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
4 / 0
$133k bought, $0 sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

OCSL: Oaktree Specialty Lending Corp

OCSLOct 9, 2026 · close 11.60

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
45Moderate
OCSLbuy 2
Oaktree Specialty Lending Corp
$27k
2,500 shares
+12%+1% from low-23% from high
34Weak
OCSLbuy
Oaktree Specialty Lending Corp
$40k
3,000 shares
+17%+9% from low-11% from high
57Moderate
OCSLbuy 3
Oaktree Specialty Lending Corp
$27k
2,000 shares
+13%+3% from low-15% from high
32Weak
OCSLbuy 2
Oaktree Specialty Lending Corp
$40k
2,500 shares
+19%-

Transactions

Every row this insider has filed, 10 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Apr 30, 2026JBGS
JBG SMITH Properties
AGrant or award
LTIP Unitsderivative
+15,435--71,861May 1, 2026
Mar 16, 2026OCSL
Oaktree Specialty Lending Corp
POpen-market purchase
Common Stock, par value $0.01 per share
+2,500$10.77$27k23,500Mar 18, 2026
Feb 11, 2026OMF
OneMain Holdings, Inc.
AGrant or award
Common stock, par value $0.01 per share
+3,243$0.00$018,246Feb 13, 2026
Sep 15, 2025OCSL
Oaktree Specialty Lending Corp
POpen-market purchase
Common Stock, par value $0.01 per share
+2,000$13.19$26k20,000Sep 16, 2025
Sep 15, 2025OCSL
Oaktree Specialty Lending Corp
POpen-market purchase
Common Stock, par value $0.01 per share
+25$13.19$33020,025Sep 16, 2025
Sep 15, 2025OCSL
Oaktree Specialty Lending Corp
POpen-market purchase
Common Stock, par value $0.01 per share
+975$13.20$13k21,000Sep 16, 2025
May 7, 2025OCSL
Oaktree Specialty Lending Corp
POpen-market purchase
Common Stock, par value $0.01 per share
+2,000$13.33$27k18,000May 8, 2025
Apr 24, 2025JBGS
JBG SMITH Properties
AGrant or award
LTIP Unitsderivative
+15,780--56,426Apr 28, 2025
Feb 25, 2025OCSL
Oaktree Specialty Lending Corp
POpen-market purchase
Common Stock, par value $0.01 per share
+2,500$15.83$40k16,000Feb 26, 2025
Feb 6, 2025OMF
OneMain Holdings, Inc.
AGrant or award
Common stock, par value $0.01 per share
+2,791$0.00$015,003Feb 10, 2025

Questions about Phyllis R Caldwell

Answered from the filings on this page, as of the latest one.

Is Phyllis R Caldwell buying or selling?

In the last 12 months Phyllis R Caldwell reported 1 open-market buy worth $27k and 0 open-market sells worth $0 on SEC Form 4; the latest was bought $27k of OCSL on Mar 16, 2026. Grants, option exercises and tax withholding are not counted.

How did Phyllis R Caldwell's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Phyllis R Caldwell has 0.

Where does Phyllis R Caldwell file Form 4?

Phyllis R Caldwell has filed Form 4 at OCSL (Oaktree Specialty Lending Corp); OMF (OneMain Holdings, Inc.); JBGS (JBG SMITH Properties). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Phyllis R Caldwell: insider trades and track record | InsiderTell