Brookfield Oaktree Holdings, LLC (OAK-PB) Insider Ownership

Historic Insider Ownership Trends

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Steven J Gilbert - 30,000 0 16 Jun, 2022

* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
05 Jun, 2024 Mansco Iii Perry Series A Preferred D 1,000 $21.65 0 D S
05 Jun, 2024 Mansco Iii Perry Series A Preferred D 1,000 $21.65 0 D S
21 Nov, 2023 Mansco Iii Perry Series A Preferred A 1,000 $20.70 1,000 D P
21 Nov, 2023 Mansco Iii Perry Series A Preferred A 1,000 $20.70 1,000 D P
14 Jun, 2022 Steven J Gilbert Series A Preferred A 15,000 $23.74 19,211 D P
14 Jun, 2022 Steven J Gilbert Series B Preferred A 5,000 $23.55 30,000 D P
12 Nov, 2019 Steven J Gilbert Series A Preferred A 4,211 $27.21 4,211 D P
30 Sep, 2019 John Frank Class A Units D 41,667 - 0 D D
30 Sep, 2019 Marna C Whittington Class A Units D 15,707 - 5,804 D D
30 Sep, 2019 Daniel D Levin Class A Units D 43,927 - 91,773 D D
30 Sep, 2019 Sheldon M Stone Class A Units A 101,009 - 0 I D
30 Sep, 2019 Wayne G Pierson Class A Units D 11,170 - 0 D D
30 Sep, 2019 Jay S Wintrob Class A Units D 51,051 - 122,936 D D
30 Sep, 2019 Wayne G Pierson Class A Units D 11,170 - 0 D D
30 Sep, 2019 Marna C Whittington Class A Units D 15,707 - 5,804 D D
30 Sep, 2019 Steven J Gilbert Class A Units D 2,010 - 5,347 D D
30 Sep, 2019 Sheldon M Stone Class A Units A 101,009 - 0 I D
30 Sep, 2019 Jay S Wintrob Class A Units D 51,051 - 122,936 D D
30 Sep, 2019 Howard S Marks Class A Units D 101,826 - 0 D D
30 Sep, 2019 Robert E Denham Class A Units D 29,361 - 0 D D