Over the 90-day window ending February 19, 2026, Oaktree Specialty Lending's three dominant insider ownership positions are held by Other Leonard M Tannenbaum (5.57Mn shares), Director Craig A Jacobson (71.67K shares), President Mathew Pendo (52.60K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Leonard M Tannenbaum | 5,574,716 | 30 Dec, 2021 | |
| Craig A Jacobson | 71,667 | 07 May, 2025 | |
| Mathew Pendo | President | 52,596 | 25 Feb, 2025 |
| Deborah Ann Gero | 22,411 | 01 Jul, 2025 | |
| Phyllis R Caldwell | 21,000 | 16 Sep, 2025 | |
| Armen Panossian | Nan | 20,789 | 19 May, 2025 |
| Matthew Stewart | Chief Operating Officer | 9,668 | 27 Mar, 2023 |
| Raghav Khanna | Co Chief Investment Officer | 6,000 | 25 Feb, 2025 |
| Christopher Mckown | Nan | 5,092 | 20 Mar, 2023 |
| Ashley Pak | Chief Compliance Officer | 1,920 | 12 Apr, 2023 |
* 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.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 15 Sep, 2025 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 25 | $13.19 | 20,025 | D | P |
| 15 Sep, 2025 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 975 | $13.20 | 21,000 | D | P |
| 15 Sep, 2025 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 2,000 | $13.19 | 20,000 | D | P |
| 30 Jun, 2025 | Deborah Ann Gero | Common Stock, par value $0.01 per share | A | 2,500 | $13.70 | 22,411 | D | P |
| 30 Jun, 2025 | Deborah Ann Gero | - | - | 22,411 | D | |||
| 15 May, 2025 | Armen Panossian | Common Stock, par value $0.01 per share | A | 8,000 | $14.13 | 20,789 | D | P |
| 15 May, 2025 | Armen Panossian | - | - | 20,789 | D | |||
| 07 May, 2025 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 2,000 | $13.32 | 18,000 | D | P |
| 06 May, 2025 | Craig A Jacobson | - | - | 71,667 | D | |||
| 06 May, 2025 | Craig A Jacobson | Common Stock, par value $0.01 per share | A | 14,910 | $13.41 | 71,667 | D | P |
| 25 Feb, 2025 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 2,500 | $15.83 | 16,000 | D | P |
| 24 Feb, 2025 | Mathew Pendo | Common Stock, par value $0.01 per share | A | 6,260 | $15.92 | 52,596 | D | P |
| 24 Feb, 2025 | Mathew Pendo | - | - | 52,596 | D | |||
| 24 Feb, 2025 | Raghav Khanna | Common Stock, par value $0.01 per share | A | 6,000 | $15.95 | 6,000 | D | P |
| 20 Sep, 2024 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 500 | $16.01 | 13,000 | D | P |
| 20 Sep, 2024 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 405 | $16.01 | 13,405 | D | P |
| 20 Sep, 2024 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 95 | $16.00 | 13,500 | D | P |
| 13 Aug, 2024 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 834 | $16.29 | 12,500 | D | P |
| 13 Aug, 2024 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 500 | $16.28 | 11,666 | D | P |
| 12 Feb, 2024 | Phyllis R Caldwell | Common Stock, par value $0.01 per share | A | 2,000 | $20.07 | 11,166 | D | P |