Octave Specialty's three largest insider shareholders as of September 17, 2026 are Claude Leblanc (Chief Executive Officer, 1.07Mn shares), David Trick (Exec Vp, Cfo Treasurer, 267.10K shares), Jeffrey Scott Stein (Director, 217.81K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Claude Leblanc | Chief Executive Officer | 1,065,234 | 0 | 1,065,234 | 38.2% | 13 Jul, 2026 |
| 2 | David Trick | Exec Vp, Cfo Treasurer | 267,096 | 0 | 267,096 | 9.6% | 13 Jul, 2026 |
| 3 | Jeffrey Scott Stein | Director | 217,807 | 0 | 217,807 | 7.8% | 30 Sep, 2025 |
| 4 | Michael D Price | Director | 205,477 | 0 | 205,477 | 7.4% | 30 Sep, 2025 |
| 5 | Stephen Michael Ksenak | Sr. Md General Counsel | 205,256 | 0 | 205,256 | 7.4% | 01 Oct, 2025 |
| 6 | R Sharon Smith | Exec Vp Group Coo | 156,326 | 0 | 156,326 | 5.6% | 13 Jul, 2026 |
| 7 | Ian David Haft | Director | 131,921 | 0 | 131,921 | 4.7% | 30 Sep, 2025 |
| 8 | David Barranco | Senior Managing Director | 128,415 | 0 | 128,415 | 4.6% | 14 Mar, 2025 |
| 9 | Joan M Lammtennant | Director | 106,990 | 0 | 106,990 | 3.8% | 30 Sep, 2025 |
| 10 | Lisa G Iglesias | Director | 82,327 | 0 | 82,327 | 3.0% | 30 Sep, 2025 |
| 11 | Robert Bryan Eisman | Sr. Md Cao | 70,108 | 0 | 70,108 | 2.5% | 14 Mar, 2025 |
| 12 | C James Prieur | Director | 65,000 | 0 | 65,000 | 2.3% | 16 May, 2022 |
| 13 | Kristi Ann Matus | Director | 48,179 | 0 | 48,179 | 1.7% | 30 Sep, 2025 |
| 14 | Daniel Mcginnis | Sr. Md Coo | 38,235 | 0 | 38,235 | 1.4% | 01 Oct, 2025 |
| 15 | Cristina E. Ahn | Chief Accounting Officer | 632 | 0 | 632 | 0.0% | 25 Mar, 2026 |
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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 09 Jul, 2026 | R Sharon Smith | Exec Vp Group Coo | Acquired M | 11,779 | — | — | 160,961 | Direct |
| 09 Jul, 2026 | David Trick | Exec Vp, Cfo Treasurer | Acquired M | 13,206 | — | — | 273,837 | Direct |
| 09 Jul, 2026 | Claude Leblanc | Chief Executive Officer | Acquired M | 39,380 | — | — | 1,087,011 | Direct |
| 09 Jul, 2026 | David Trick | Exec Vp, Cfo Treasurer | Disposed F | 6,741 | $6.08 | $40.99K | 267,096 | Direct |
| 09 Jul, 2026 | Claude Leblanc | Chief Executive Officer | Disposed F | 21,777 | $6.08 | $132.40K | 1,065,234 | Direct |
| 09 Jul, 2026 | R Sharon Smith | Exec Vp Group Coo | Disposed F | 4,635 | $6.08 | $28.18K | 156,326 | Direct |
| 09 Jul, 2026 | Claude Leblanc | Chief Executive Officer | Disposed M | 39,380 | $0.00 | $0 | 480,832 | Direct |
| 09 Jul, 2026 | David Trick | Exec Vp, Cfo Treasurer | Disposed M | 13,206 | $0.00 | $0 | 124,978 | Direct |
| 09 Jul, 2026 | R Sharon Smith | Exec Vp Group Coo | Acquired M | 11,779 | $0.00 | $0 | 132,093 | Direct |
| 01 Jul, 2026 | Kristi Ann Matus | Director | Acquired A | 6,500 | $0.00 | $0 | 22,591 | Direct |
| 01 Jul, 2026 | Michael D Price | Director | Acquired A | 6,500 | $0.00 | $0 | 22,591 | Direct |
| 01 Jul, 2026 | Joan M Lammtennant | Director | Acquired A | 6,500 | $0.00 | $0 | 22,591 | Direct |
| 01 Jul, 2026 | Ian David Haft | Director | Acquired A | 6,500 | $0.00 | $0 | 22,591 | Direct |
| 01 Jul, 2026 | Jeffrey Scott Stein | Director | Acquired A | 6,500 | $0.00 | $0 | 22,591 | Direct |
| 01 Jul, 2026 | Lisa G Iglesias | Director | Acquired A | 6,500 | $0.00 | $0 | 22,591 | Direct |
| 01 Apr, 2026 | Kristi Ann Matus | Director | Acquired A | 7,441 | $0.00 | $0 | 16,091 | Direct |
| 01 Apr, 2026 | Joan M Lammtennant | Director | Acquired A | 7,441 | $0.00 | $0 | 16,091 | Direct |
| 01 Apr, 2026 | Lisa G Iglesias | Director | Acquired A | 7,441 | $0.00 | $0 | 16,091 | Direct |
| 01 Apr, 2026 | Michael D Price | Director | Acquired A | 7,441 | $0.00 | $0 | 16,091 | Direct |
| 01 Apr, 2026 | Jeffrey Scott Stein | Director | Acquired A | 7,441 | $0.00 | $0 | 16,091 | Direct |