Phyllis R Caldwell bought $16k of OCSL
director at Oaktree Specialty Lending Corp. 1,000 shares at an average of $16.01, traded Sep 20, 2024, filed Sep 23, 2024.
Score components
- +15RoleDirector
- 0Trade size$16k at market
- +3Relative to holdingsHoldings up 8%
- +14Price context5% above the 52-week low; 19% below the 52-week high
- 0ClusterNo other insider buying within 14 days
- +5Repeat buying2 buys in 90 days
- -5Track recordMedian 6-month excess return -14% over 4 past buys
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.
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.
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 0000950170-24-108812, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Sep 20, 2024 | POpen-market purchase Common Stock, par value $0.01 per share | +500 | $16.01 | $8,005 | 13,000 | Sep 23, 2024 |
| Sep 20, 2024 | POpen-market purchase Common Stock, par value $0.01 per share | +405 | $16.01 | $6,484 | 13,405 | Sep 23, 2024 |
| Sep 20, 2024 | POpen-market purchase Common Stock, par value $0.01 per share | +95 | $16.01 | $1,520 | 13,500 | Sep 23, 2024 |
Related signals
Other insiders at Oaktree Specialty Lending Corp and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 18Weak | OCSLbuy Oaktree Specialty Lending Corp | Armen Panossian See Remarks | $22k 1,700 shares | +8% | |
| 45Moderate | Oaktree Specialty Lending Corp | Phyllis R Caldwell director | $27k 2,500 shares | +12% | |
| 40Moderate | 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 | Oaktree Specialty Lending Corp | Armen Panossian See Remarks | $113k 8,000 shares | +63% | |
| 57Moderate | Oaktree Specialty Lending Corp | Phyllis R Caldwell director | $27k 2,000 shares | +13% | |
| 58Moderate | Oaktree Specialty Lending Corp | Craig A Jacobson director | $200k 14,910 shares | +26% | |
| 32Weak | Oaktree Specialty Lending Corp | Phyllis R Caldwell director | $40k 2,500 shares | +19% | |
| 41Moderate | Oaktree Specialty Lending Corp | Raghav Khanna Co-Chief Investment Officer | $96k 6,000 shares | - |
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.