Loading
Total declarations
Companies
▲ Purchases (15 ops.)
▼ Sales (0 ops.)
Latest filing published 18 Mar 2026 for Oaktree Specialty Lending Corp, €24k. Read the official filing
Filing timeline
BuySalePhyllis R. Caldwell
Insider track record
Disclosed buys
15
Disclosed sells
0
T+90 hit rate
11%
T+90 mean return
-6.0%
Across 9 buy signals with a settled T+90 return. Return basis: close on the day after publication.
Signal history
Phyllis R. Caldwell: trading record in brief
Phyllis R. Caldwell (board member) discloses dealings in 4 companies, chiefly Oaktree Specialty Lending Corp, OneMain Holdings, Inc. and Onity Group Inc. Between 25 May 2021 and 16 March 2026, the trades on record add up to 24 filings.
No open-market sale appears; the market trades are 15 purchases worth €304k. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Besides market trades, the filings include 8 share grants. Since January 2026: 1 purchase and no sales on the market.
A typical purchase (the median) is worth €22k. Clusters matter here: 7 out of 15 purchases overlapped with buying by a colleague within 30 days. A cluster is several different insiders buying the same stock within a short window, a pattern studied more closely than a single purchase.
On 18 March 2026 came the latest disclosure, an open-market purchase for €24k in Oaktree Specialty Lending Corp. The median gap between a trade and its publication by SEC (Form 4) is 2 days. The legal deadline for a Form 4 is two business days after the transaction. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Companies and markets linked to Phyllis R. Caldwell
Open company profiles for insider transactions, fundamentals and analyst consensus when available.
Declarations24 total
2,500 shares@ US$10.778.8% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-26-113926:0
Canonical exit: 14 Jun 2026 (T+90)
3,243 shares0Common stock, par value $0.01 per shareSEC:0001596950-26-000002:0
2,000 shares@ US$13.18847.7% of flowCommon Stock, par value $0.01 per shareSEC:0001193125-25-204970:0
Canonical exit: 14 Dec 2025 (T+90)
2,000 shares@ US$13.3259.6% of flowCommon Stock, par value $0.01 per shareSEC:0000950170-25-066319:0
Canonical exit: 5 Aug 2025 (T+90)
2,500 shares@ US$15.8315.4% of flowCommon Stock, par value $0.01 per shareSEC:0000950170-25-027751:0
Canonical exit: 26 May 2025 (T+90)
2,791 shares0Common stock, par value $0.01 per shareSEC:0001596950-25-000002:0
500 shares@ US$16.012.9% of flowCommon Stock, par value $0.01 per shareSEC:0000950170-24-108812:0
Canonical exit: 19 Dec 2024 (T+90)
500 shares@ US$16.283.0% of flowCommon Stock, par value $0.01 per shareSEC:0000950170-24-097030:0
Canonical exit: 11 Nov 2024 (T+90)
3,445 shares0Common stock, par value $0.01 per shareSEC:0001596950-24-000002:0
2,000 shares@ US$20.06515.2% of flowCommon Stock, par value $0.01 per shareSEC:0000950170-24-015201:0
Canonical exit: 12 May 2024 (T+90)
500 shares@ US$18.1853.5% of flowCommon Stock, par value $0.01 per shareSEC:0000899243-23-009113:0
Canonical exit: 14 Jun 2023 (T+90)
4,241 shares0Common stock, par value $0.01 per shareSEC:0001596950-23-000002:0
3,800 shares@ US$6.9610.1% of flowCommon Stock, par value $0.01 per shareSEC:0000899243-23-000207:0
Canonical exit: 30 Mar 2023 (T+90)
4,000 shares@ US$7.00110.8% of flowCommon Stock, par value $0.01 per shareSEC:0000899243-22-038236:0
Canonical exit: 9 Mar 2023 (T+90)
2,500 shares@ US$6.48920.0015% mcap21.5% of flowCommon Stock, par value $0.01 per shareSEC:0000899243-22-024598:0
Canonical exit: 27 Sept 2022 (T+90)
500 shares@ US$26.93100.0% of flowCommon StockSEC:0001493152-22-015463:0
Canonical exit: 24 Aug 2022 (T+90)
2,383 shares0Common StockSEC:0001493152-22-015354:0
5,000 shares@ US$6.79940.0030% mcap44.1% of flowCommon Stock, par value $0.01 per shareSEC:0000899243-22-019466:0
Canonical exit: 21 Aug 2022 (T+90)
1,800 shares@ US$7.040.0011% mcap16.7% of flowCommon Stock, par value $0.01 per shareSEC:0000899243-22-018009:0
Canonical exit: 9 Aug 2022 (T+90)
1,900 shares@ US$7.47814.4% of flowCommon Stock, par value $0.01 per shareSEC:0000899243-22-009063:0
Canonical exit: 31 May 2022 (T+90)
2,787 shares0Common Stock, par value $0.01 per shareSEC:0001596950-22-000001:0
16,000 sharesClass A common stockSEC:0001213900-21-038360:0
1,739 shares0Common stock, par value $0.01 per shareSEC:0001596950-21-000002:0
3,071 shares0Common StockSEC:0001493152-21-013064:0
24 of 24 declarations
