Octave Specialty OSG Insider Ownership

NYSE OSG

$4.72 -0.03 (-0.63%)

As of: Oct 21, 2026 · 3:59 PM EDT

Insider Holdings by Owner

2.80Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

6.00%

▲+0.069% pp QoQ

Shares Held by Insiders

2.72Mn

filed for Sep 2026

▲+1.16% QoQ

Shares Outstanding

45.39Mn

45,390,612 shares

Direct Holdings

2.72Mn

Indirect: 0

Net Shares Traded (QoQ)

+31.21K

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 10, 2026

Across the past 12 months, open-market trades by Octave Specialty insiders were all purchases, totaling $91,285 (12.02K shares).

Behind Octave Specialty's open-market purchases in the past 12 months were 2 insiders, and no insider sold.
Among Octave Specialty's insiders, Claude Leblanc (Chief Executive Officer) was the largest open-market buyer over the past 12 months, purchasing $91,080 of stock (12K shares), most recently on January 2, 2026.
In transactions other than open-market trades, Octave Specialty insiders acquired 125.45K shares through option exercises and conversions and gave up 72.95K shares to cover taxes or exercise prices over the past 12 months.
Per Business Quant, OSG insiders together hold 2.73Mn shares based on their latest Form 4 filings, up 1.41% from 2.69Mn shares at the end of Q2 2026 and up 1.59% from 2.69Mn shares at the end of Q3 2025.
Octave Specialty insiders report no indirect holdings: all 2.73Mn shares are held directly.
Business Quant counts 14 insiders with holdings in Octave Specialty stock, among the officers, directors and 10% owners who have filed a Form 4 in the past two years.
Octave Specialty's three biggest insider holders are Claude Leblanc (Chief Executive Officer, 1.07Mn shares), David Trick (Executive VP, CFO & Treasurer, 267.1K shares) and Jeffrey Scott Stein (Director, 217.81K shares), based on their latest Form 4 filings.
The holding of Claude Leblanc makes up 39.26% of all shares held by Octave Specialty insiders.
Institutional holders reported 66.24% of Octave Specialty's outstanding shares for Q2 2026; insiders' latest Form 4 filings put their stake at about 6.02%, and other investors, including the public, hold the remaining 27.74%.
Over the trailing 12 months, 11 insiders reported transactions in OSG stock across 40 Form 4 filings.
The insider data for OSG reflects Form 4 filings through October 6, 2026.

Form 4 Holdings

Insiders Holding OSG

Insiders 15

Shares held 2.80Mn

Of outstanding 6.16%

#	Insider	Position	Direct	Total	Share of Insiders	Last Filed
1	Claude Leblanc	Chief Executive Officer	1,072,032	1,072,032	38.3%	06 Oct, 2026
2	David Trick	Exec Vp, Cfo Treasurer	267,096	267,096	9.6%	06 Oct, 2026
3	Jeffrey Scott Stein	Director	217,807	217,807	7.8%	30 Sep, 2025
4	Michael D Price	Director	205,477	205,477	7.3%	30 Sep, 2025
5	Stephen Michael Ksenak	Sr. Md General Counsel	205,256	205,256	7.3%	01 Oct, 2025
6	R Sharon Smith	Exec Vp Group Coo	156,326	156,326	5.6%	06 Oct, 2026
7	Ian David Haft	Director	131,921	131,921	4.7%	30 Sep, 2025
8	David Barranco	Senior Managing Director	128,415	128,415	4.6%	14 Mar, 2025
9	Joan M Lammtennant	Director	106,990	106,990	3.8%	30 Sep, 2025
10	Lisa G Iglesias	Director	82,327	82,327	2.9%	30 Sep, 2025
11	Robert Bryan Eisman	Sr. Md Cao	70,108	70,108	2.5%	14 Mar, 2025
12	C James Prieur	Director	65,000	65,000	2.3%	16 May, 2022
13	Kristi Ann Matus	Director	48,179	48,179	1.7%	30 Sep, 2025
14	Daniel Mcginnis	Sr. Md Coo	38,235	38,235	1.4%	01 Oct, 2025
15	Cristina E. Ahn	Chief Accounting Officer	632	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.

Form 4 Filings

2,302 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
03 Oct, 2026	R Sharon Smith	Exec Vp Group Coo	Acquired M	2,539	—	—	158,865	Direct
03 Oct, 2026	Claude Leblanc	Chief Executive Officer	Acquired M	15,229	—	—	1,080,463	Direct
03 Oct, 2026	David Trick	Exec Vp, Cfo Treasurer	Acquired M	3,047	—	—	270,143	Direct
03 Oct, 2026	Claude Leblanc	Chief Executive Officer	Disposed F	8,421	$4.60	$38.74K	1,072,042	Direct
03 Oct, 2026	R Sharon Smith	Exec Vp Group Coo	Disposed F	2,539	$4.60	$11.68K	156,326	Direct
03 Oct, 2026	David Trick	Exec Vp, Cfo Treasurer	Disposed F	3,047	$4.60	$14.02K	267,096	Direct
03 Oct, 2026	Claude Leblanc	Chief Executive Officer	Acquired M	11,628	—	—	1,083,670	Direct
03 Oct, 2026	David Trick	Exec Vp, Cfo Treasurer	Disposed M	66,519	$0.00	$0	58,459	Direct
03 Oct, 2026	R Sharon Smith	Exec Vp Group Coo	Disposed M	55,433	$0.00	$0	64,881	Direct
03 Oct, 2026	David Trick	Exec Vp, Cfo Treasurer	Acquired M	63,472	$0.00	$0	120,015	Direct
03 Oct, 2026	R Sharon Smith	Exec Vp Group Coo	Acquired M	52,894	$0.00	$0	138,240	Direct
03 Oct, 2026	Claude Leblanc	Chief Executive Officer	Disposed F	11,638	$4.60	$53.53K	1,072,032	Direct
03 Oct, 2026	Claude Leblanc	Chief Executive Officer	Disposed M	15,229	$0.00	$0	465,603	Direct
03 Oct, 2026	Claude Leblanc	Chief Executive Officer	Disposed M	232,816	$0.00	$0	232,787	Direct
03 Oct, 2026	Claude Leblanc	Chief Executive Officer	Acquired M	221,188	$0.00	$0	418,731	Direct
01 Oct, 2026	Michael D Price	Director	Acquired A	8,224	$0.00	$0	30,815	Direct
01 Oct, 2026	Ian David Haft	Director	Acquired A	8,224	$0.00	$0	30,815	Direct
01 Oct, 2026	Lisa G Iglesias	Director	Acquired A	8,224	$0.00	$0	30,815	Direct
01 Oct, 2026	Jeffrey Scott Stein	Director	Acquired A	8,224	$0.00	$0	30,815	Direct
01 Oct, 2026	Joan M Lammtennant	Director	Acquired A	8,224	$0.00	$0	30,815	Direct

Showing 1 to 20 of 2,302 transactions