Oaktree Specialty Lending Corp (OCSL) Insider Ownership

Historic Ownership Trends

According to recent filings covering the 90 days ending December 12, 2025, the three most significant insider holders at Oaktree Specialty Lending are Director Craig A Jacobson (71.67K shares), Director Deborah Ann Gero (22.41K shares), Director Phyllis R Caldwell (21.00K shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares Report Date
Leonard M Tannenbaum 5,574,716 30 Dec, 2021
Richard Ruben 33,875 23 Mar, 2021
Craig A Jacobson 71,667 07 May, 2025
Bruce Zimmerman 19,130 23 Mar, 2021
Mathew Pendo President 52,596 25 Feb, 2025
John Frank 14,888 23 Mar, 2021
Melvin Carlisle CFO & Treasurer 13,904 23 Mar, 2021
Deborah Ann Gero 22,411 01 Jul, 2025
Phyllis R Caldwell 21,000 16 Sep, 2025
Armen Panossian 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 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.

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
15 Sep, 2025 Phyllis R Caldwell Common Stock, par value $0.01 per share A 2,000 $13.19 20,000 D P
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
30 Jun, 2025 Deborah Ann Gero - - 22,411 D
30 Jun, 2025 Deborah Ann Gero Common Stock, par value $0.01 per share A 2,500 $13.70 22,411 D P
07 May, 2025 Phyllis R Caldwell Common Stock, par value $0.01 per share A 2,000 $13.32 18,000 D P
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
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 Raghav Khanna Common Stock, par value $0.01 per share A 6,000 $15.95 6,000 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 Raghav Khanna - - 6,000 D
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 500 $16.28 11,666 D P
13 Aug, 2024 Phyllis R Caldwell Common Stock, par value $0.01 per share A 834 $16.29 12,500 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