GILBERT STEVEN J 4

What Happened
Steven J. Gilbert, a director of Brookfield Oaktree Holdings, LLC (OAK-PA), made an open-market/private purchase of 1,354 common units on May 21, 2026. The filing reports a weighted-average purchase price of $20.77 per unit, for a total transaction value of approximately $28,123. This was a purchase (insider buying), which some investors view as a potentially positive signal compared with routine insider sells.

Key Details

• Transaction date: 2026-05-21; Filing date: 2026-05-26.
• Reported price: weighted average $20.77 per unit (trades ranged $20.76–$20.79; see footnote).
• Shares acquired: 1,354 units; total value ≈ $28,123.
• Shares owned after transaction: not specified in the provided filing.
• Footnote: transaction executed in multiple trades at $20.76–$20.79; reporting person will provide full trade breakdown upon request.
• Timeliness: filing occurred 5 days after the trade (Form 4s are generally due within 2 business days), so this appears to have been filed late.

Context
Insider purchases are often watched by retail investors as one indicator of insider confidence, but they are only one data point. No 10b5‑1 plan, option exercise, gift, or tax-related disposition is indicated in the provided information; this appears to be a straightforward market purchase.