CALDWELL PHYLLIS R 4
Research Summary
AI-generated summary
Oaktree Specialty Lending (OCSL) Director Phyllis R. Caldwell Buys Shares
What Happened
- Phyllis R. Caldwell, a director of Oaktree Specialty Lending Corp. (OCSL), made an open-market purchase of 2,500 shares on March 16, 2026. The shares were acquired at $10.77 per share for a total cost of $26,925. This was a purchase (generally considered a more bullish signal than a sale).
Key Details
- Transaction date and price: 2026-03-16, 2,500 shares at $10.77 per share.
- Total value: $26,925.
- Transaction type/code: Open market purchase (Code P).
- Shares owned after transaction: Not specified in the provided filing summary.
- Filing date: Form 4 filed 2026-03-18 — appears to be filed within the typical two-business-day window.
- No 10b5-1 plan, tax-withholding, or other footnotes were noted in the provided information.
Context
- Open-market purchases by directors are straightforward buys of company stock and can signal confidence, though a single small purchase (here ~$27k) is modest and should be weighed with other insider activity and company fundamentals.
- No derivatives, gifts, or option exercises were involved in this transaction.