Oaktree Specialty Lending OCSL Insider Ownership

NASDAQ OCSL

$11.25 -0.06 (-0.53%)

At close: Oct 21, 2026 · 4:00 PM EDT

Insider Holdings by Owner

217.34K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

0.228%

▲+0.0019% pp QoQ

Shares Held by Insiders

200.66K

filed for Sep 2026

▲+0.85% QoQ

Shares Outstanding

88.09Mn

88,086,000 shares

Direct Holdings

200.66K

Indirect: 0

Net Shares Traded (QoQ)

+1.70K

net buying in Sep 2026

Insiders Holding Shares

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

Updated Oct 5, 2026

Across the past 12 months, open-market trades by Oaktree Specialty Lending insiders were all purchases, totaling $70,063 (6.2K shares).

Oaktree Specialty Lending's open-market purchases in the past 12 months came from 3 insiders; no insider sold.
Among Oaktree Specialty Lending's insiders, Phyllis R. Caldwell (Director) was the largest open-market buyer over the past 12 months, purchasing $26,925 of stock (2.5K shares), most recently on March 16, 2026.
Armen Panossian (Officer) made the most recent open-market trade by an insider of Oaktree Specialty Lending, a purchase of 1.7K shares for $21,581 on August 12, 2026.
Per Business Quant data, Oaktree Specialty Lending insiders hold 200.66K shares in total based on their latest Form 4 filings, up 0.85% from 198.96K shares at the end of Q2 2026 and up 3.19% from 194.46K shares at the end of Q3 2025.
None of the 200.66K shares held by Oaktree Specialty Lending insiders is held through trusts, partnerships or family members; all are direct holdings.
Per Business Quant, 6 insiders of OCSL hold shares, counting officers, directors and 10% owners who have filed a Form 4 in the past two years.
Oaktree Specialty Lending's three biggest insider holders are Craig A. Jacobson (Director, 71.67K shares), Mathew Pendo (President, 52.6K shares) and Deborah Ann Gero (Director, 24.41K shares), based on their latest Form 4 filings.
The holding of Craig A. Jacobson makes up 35.72% of all shares held by Oaktree Specialty Lending insiders.
Institutions owned 48.65% of OCSL shares as of Q2 2026; insiders' latest Form 4 filings account for about 0.23%, leaving roughly 51.12% with other investors, including the public.
In the last 12 months, 3 Form 4 filings with transactions in OCSL stock came from 3 insiders.
The insider data for OCSL reflects Form 4 filings through August 13, 2026.

Form 4 Holdings

Insiders Holding OCSL

Insiders 9

Shares held 217.34K

Of outstanding 0.247%

#	Insider	Position	Direct	Total	Share of Insiders	Last Filed
1	Craig A Jacobson	Director	71,667	71,667	33.0%	07 May, 2025
2	Mathew Pendo	President	52,596	52,596	24.2%	25 Feb, 2025
3	Deborah Ann Gero	Director	24,411	24,411	11.2%	18 Mar, 2026
4	Phyllis R Caldwell	Director	23,500	23,500	10.8%	18 Mar, 2026
5	Armen Panossian	Chief Executive Officer	22,489	22,489	10.3%	13 Aug, 2026
6	Matthew Stewart	Chief Operating Officer	9,668	9,668	4.4%	27 Mar, 2023
7	Raghav Khanna	Co Chief Investment Officer	6,000	6,000	2.8%	25 Feb, 2025
8	Christopher Mckown	Officer	5,092	5,092	2.3%	20 Mar, 2023
9	Ashley Pak	Chief Compliance Officer	1,920	1,920	0.9%	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

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

Showing 1 to 20 of 614 transactions