Oaktree Specialty Lending OCSL Insider Ownership

NASDAQ OCSL
$11.90 -0.20 (-1.65%)
At close: Sep 30, 2026 · 4:00 PM EDT

Insider Holdings by Owner

5.32Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
6.04%
▲+0.0019% pp QoQ
Shares Held by Insiders
5.32Mn
filed for Sep 2026
▲+0.03% QoQ
Shares Outstanding
88.09Mn
88,086,000 shares
Direct Holdings
5.32Mn
Indirect: 0
Net Shares Traded (QoQ)
+1.70K
net buying in Sep 2026
Insiders Holding Shares
10
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 29, 2026, the three largest insider holders of OCSL are Leonard M Tannenbaum (Ceo, 5.10Mn shares), Craig A Jacobson (Director, 71.67K shares), Mathew Pendo (President, 52.60K shares).

Form 4 Holdings

Insiders Holding OCSL

Insiders 10
Shares held 5.32Mn
Of outstanding 6.04%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Leonard M Tannenbaum Ceo 5,102,145 0 5,102,145 95.9% 30 Dec, 2021
2 Craig A Jacobson Director 71,667 0 71,667 1.3% 07 May, 2025
3 Mathew Pendo President 52,596 0 52,596 1.0% 25 Feb, 2025
4 Deborah Ann Gero Director 24,411 0 24,411 0.5% 18 Mar, 2026
5 Phyllis R Caldwell Director 23,500 0 23,500 0.4% 18 Mar, 2026
6 Armen Panossian Chief Executive Officer 22,489 0 22,489 0.4% 13 Aug, 2026
7 Matthew Stewart Chief Operating Officer 9,668 0 9,668 0.2% 27 Mar, 2023
8 Raghav Khanna Co Chief Investment Officer 6,000 0 6,000 0.1% 25 Feb, 2025
9 Christopher Mckown Officer 5,092 0 5,092 0.1% 20 Mar, 2023
10 Ashley Pak Chief Compliance Officer 1,920 0 1,920 0.0% 12 Apr, 2023

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

614 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
12 Aug, 2026 Armen Panossian Officer Acquired P 1,700 $12.69 $21.58K 22,489 Direct
16 Mar, 2026 Deborah Ann Gero Director Acquired P 2,000 $10.78 $21.56K 24,411 Direct
16 Mar, 2026 Phyllis R Caldwell Director Acquired P 2,500 $10.77 $26.93K 23,500 Direct
15 Sep, 2025 Phyllis R Caldwell Director Acquired P 2,000 $13.19 $26.38K 20,000 Direct
15 Sep, 2025 Phyllis R Caldwell Director Acquired P 25 $13.19 $330 20,025 Direct
15 Sep, 2025 Phyllis R Caldwell Director Acquired P 975 $13.20 $12.87K 21,000 Direct
30 Jun, 2025 Deborah Ann Gero Director Acquired P 2,500 $13.70 $34.25K 22,411 Direct
15 May, 2025 Armen Panossian Officer Acquired P 8,000 $14.13 $113.04K 20,789 Direct
07 May, 2025 Phyllis R Caldwell Director Acquired P 2,000 $13.33 $26.65K 18,000 Direct
06 May, 2025 Craig A Jacobson Director Acquired P 14,910 $13.41 $199.92K 71,667 Direct
25 Feb, 2025 Phyllis R Caldwell Director Acquired P 2,500 $15.83 $39.58K 16,000 Direct
24 Feb, 2025 Raghav Khanna Co Chief Investment Officer Acquired P 6,000 $15.95 $95.70K 6,000 Direct
24 Feb, 2025 Mathew Pendo President Acquired P 6,260 $15.93 $99.69K 52,596 Direct
20 Sep, 2024 Phyllis R Caldwell Director Acquired P 500 $16.01 $8.01K 13,000 Direct
20 Sep, 2024 Phyllis R Caldwell Director Acquired P 405 $16.01 $6.48K 13,405 Direct
20 Sep, 2024 Phyllis R Caldwell Director Acquired P 95 $16.01 $1.52K 13,500 Direct
13 Aug, 2024 Phyllis R Caldwell Director Acquired P 500 $16.28 $8.14K 11,666 Direct
13 Aug, 2024 Phyllis R Caldwell Director Acquired P 834 $16.29 $13.59K 12,500 Direct
12 Feb, 2024 Phyllis R Caldwell Director Acquired P 2,000 $20.07 $40.13K 11,166 Direct
09 Mar, 2023 Ashley Pak Chief Compliance Officer Acquired P 1,000 $19.41 $19.41K 1,920 Direct