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buyModerate cluster of 3

Phyllis R Caldwell bought $27k of OCSL

director at Oaktree Specialty Lending Corp. 2,000 shares at an average of $13.33, traded May 7, 2025, filed May 8, 2025.

Conviction score
57
Value
$27k
2,000 shares
Holdings after
18,000
+13% from before
From 52-week low
+3%
low $10.80, close $11.14
From 52-week high
-15%
high $13.17, as of May 7, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $27k at market
    +5
  • Relative to holdings
    Holdings up 12%
    +3
  • Price context
    3% above the 52-week low; 15% below the 52-week high
    +14
  • Cluster
    3 insiders buying within 14 days
    +15
  • Repeat buying
    2 buys in 90 days
    +5
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m +4.9%, 3m +0.2%, 6m +4.9%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

OCSLOct 12, 2026 · close 11.82
Since filing May 8, 2025: +3.6%SPY +40.0% · excess -36.3%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0000950170-25-066319, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 7, 2025POpen-market purchase
Common Stock, par value $0.01 per share
+2,000$13.33$27k18,000May 8, 2025

Related signals

Other insiders at Oaktree Specialty Lending Corp and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
18Weak
OCSLbuy
Oaktree Specialty Lending Corp
Armen Panossian
See Remarks
$22k
1,700 shares
+8%
45Moderate
OCSLbuy 2
Oaktree Specialty Lending Corp
Phyllis R Caldwell
director
$27k
2,500 shares
+12%
40Moderate
OCSLbuy 2
Oaktree Specialty Lending Corp
Deborah Ann Gero
director
$22k
2,000 shares
+9%
34Weak
OCSLbuy
Oaktree Specialty Lending Corp
Phyllis R Caldwell
director
$40k
3,000 shares
+17%
34Weak
OCSLbuy
Oaktree Specialty Lending Corp
Deborah Ann Gero
director
$34k
2,500 shares
+13%
60Notable
OCSLbuy 3
Oaktree Specialty Lending Corp
Armen Panossian
See Remarks
$113k
8,000 shares
+63%
58Moderate
OCSLbuy 3
Oaktree Specialty Lending Corp
Craig A Jacobson
director
$200k
14,910 shares
+26%
32Weak
OCSLbuy 2
Oaktree Specialty Lending Corp
Phyllis R Caldwell
director
$40k
2,500 shares
+19%
41Moderate
OCSLbuy 2
Oaktree Specialty Lending Corp
Raghav Khanna
Co-Chief Investment Officer
$96k
6,000 shares
-
32Weak
OCSLbuy
Oaktree Specialty Lending Corp
Phyllis R Caldwell
director
$16k
1,000 shares
+8%

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 bought $27k of OCSL | InsiderTell