As of July 26, 2026, the three largest insider holders of OTF are Craig Packer (Ceo And President, 4.08Mn shares), Alan Kirshenbaum (Executive Vice President, 4.08Mn shares), Erik Bissonnette (President, 156.53K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Edward H Dalelio | - | 33,145 | 0 | 08 Nov, 2021 |
| Chris Temple | - | 5,000 | 0 | 25 Feb, 2026 |
| Alan Kirshenbaum | Executive Vice President | 0 | 4,081,653 | 08 Nov, 2021 |
| Jonathan Lamm, | Cfo And Coo | 0 | 5,443 | 08 Nov, 2021 |
| Craig Packer | Ceo And President | 0 | 4,081,653 | 08 Nov, 2021 |
| Victor Woolridge | - | 10,049 | 0 | 24 Mar, 2025 |
| Erik Bissonnette | President | 156,525 | 0 | 20 Nov, 2025 |
* 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.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 25 Feb, 2026 | Chris Temple | Common Stock | A | 5,000 | $11.49 | 5,000 | D | P |
| 25 Feb, 2026 | Chris Temple | Common Stock | A | 5,000 | $11.49 | 5,000 | D | P |
| 25 Feb, 2026 | Chris Temple | Common Stock | A | 5,000 | $11.49 | 5,000 | D | P |
| 20 Nov, 2025 | Erik Bissonnette | Common Stock | A | 12,500 | $13.27 | 156,525 | D | P |
| 24 Mar, 2025 | Victor Woolridge | Common Stock | A | 10,049 | - | 10,049 | D | A |
| 24 Mar, 2025 | Victor Woolridge | Common Stock | A | 10,049 | - | 10,049 | D | A |
| 24 Mar, 2025 | Erik Bissonnette | Common Stock | D | 87,503 | - | 144,025 | D | A |
| 24 Mar, 2025 | Victor Woolridge | Common Stock | A | 10,049 | - | 10,049 | D | A |
| 05 Nov, 2021 | Craig Packer | Common Stock | A | 599,156 | $18.33 | 4,081,653 | I | P |
| 05 Nov, 2021 | Alan Kirshenbaum | Common Stock | A | 599,156 | $18.33 | 4,081,653 | I | P |
| 05 Nov, 2021 | Jonathan Lamm, | Common Stock | A | 922 | $18.33 | 5,443 | I | P |
| 05 Nov, 2021 | Edward H Dalelio | Common Stock | A | 4,609 | $18.33 | 33,145 | D | P |
| 05 Nov, 2021 | Craig Packer | Common Stock | A | 599,156 | $18.33 | 4,081,653 | I | P |
| 05 Nov, 2021 | Craig Packer | Common Stock | A | 599,156 | $18.33 | 4,081,653 | I | P |
| 28 Sep, 2021 | Craig Packer | Common Stock | A | 594,502 | $18.38 | 3,482,497 | I | P |
| 28 Sep, 2021 | Jonathan Lamm, | Common Stock | A | 4,521 | $18.38 | 4,521 | I | P |
| 28 Sep, 2021 | Edward H Dalelio | Common Stock | A | 4,573 | $18.38 | 28,536 | D | P |
| 28 Sep, 2021 | Craig Packer | Common Stock | A | 594,502 | $18.38 | 3,482,497 | I | P |
| 28 Sep, 2021 | Craig Packer | Common Stock | A | 594,502 | $18.38 | 3,482,497 | I | P |
| 28 Sep, 2021 | Alan Kirshenbaum | Common Stock | A | 594,502 | $18.38 | 3,482,497 | I | P |