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Who

Phyllis R. Caldwell

Director

Company insider

Files Form 4 as: Director, JBG SMITH Properties; Director, Oaktree Specialty Lending; Director, OneMain Holdings; Director, Onity Group; Other, Berkshire Grey; Director, American Capital Senior Floating.

In numbers

Trades disclosed
55
Buys
19
Sells
0
Bought
$663K
Sold
$0
Companies
6
Companies where not an officer
6
First trade
7 Nov 2014
Last trade
30 Apr 2026
Last filed
1 May 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
JBGS JBG SMITH PropertiesDirector · REITs · last 30 Apr 20260 buys · 0 sells
OCSL Oaktree Specialty LendingDirector · Funds, Shells & SPACs · last 16 Mar 202615 buys · 0 sells
OMF OneMain HoldingsDirector · Consumer & Specialty Finance · last 11 Feb 20260 buys · 0 sells
ONIT Onity GroupDirector · Consumer & Specialty Finance · last 23 May 20233 buys · 0 sells
Berkshire GreyOther · last 21 Jul 20210 buys · 0 sells
American Capital Senior FloatingDirector · last 7 Nov 20141 buy · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
01Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
30 Apr 2026filed 1 May 2026JBGS JBG SMITH Propertiesoption or derivative · REITsSEC FORM 4 Code A—15,435filing
30 Apr 2026filed 1 May 2026JBGS JBG SMITH Propertiesoption or derivative · REITsSEC FORM 4 Code A—15,435filing
16 Mar 2026filed 18 Mar 2026OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$27K2,500 at $10.77filing
16 Mar 2026filed 18 Mar 2026OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$27K2,500 at $10.77filing
11 Feb 2026filed 13 Feb 2026OMF OneMain HoldingsConsumer & Specialty FinanceSEC FORM 4 Code A—3,243 at $0.00filing
11 Feb 2026filed 13 Feb 2026OMF OneMain HoldingsConsumer & Specialty FinanceSEC FORM 4 Code A—3,243 at $0.00filing
15 Sep 2025filed 16 Sep 2025OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$26K2,000 at $13.19filing
15 Sep 2025filed 16 Sep 2025OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$33025 at $13.19filing
15 Sep 2025filed 16 Sep 2025OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$13K975 at $13.20filing
7 May 2025filed 8 May 2025OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$27K2,000 at $13.33filing
24 Apr 2025filed 28 Apr 2025JBGS JBG SMITH Propertiesoption or derivative · REITsSEC FORM 4 Code A—15,780filing
25 Feb 2025filed 26 Feb 2025OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$40K2,500 at $15.83filing
6 Feb 2025filed 10 Feb 2025OMF OneMain HoldingsConsumer & Specialty FinanceSEC FORM 4 Code A—2,791 at $0.00filing
20 Sep 2024filed 23 Sep 2024OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$8,005500 at $16.01filing
20 Sep 2024filed 23 Sep 2024OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$6,484405 at $16.01filing
20 Sep 2024filed 23 Sep 2024OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$1,52195 at $16.01filing
13 Aug 2024filed 14 Aug 2024OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$8,140500 at $16.28filing
13 Aug 2024filed 14 Aug 2024OCSL Oaktree Specialty LendingFunds, Shells & SPACsSEC FORM 4 Bought$14K834 at $16.29filing
25 Apr 2024filed 29 Apr 2024JBGS JBG SMITH Propertiesoption or derivative · REITsSEC FORM 4 Code A—14,414filing
14 Feb 2024filed 16 Feb 2024OMF OneMain HoldingsConsumer & Specialty FinanceSEC FORM 4 Code A—3,445 at $0.00filing

News

Oaktree Specialty Lending Corp. (NASDAQ:OCSL) Stock Rated "Reduce" by Wall Street AnalystsOCSL · themarketsdaily.com · 14 Oct 2026

0 headlines in the last 90 days name Phyllis R. Caldwell; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Financials18
Not placed1

Buys in green, sells in red, by the company’s sector.

Related people

Armen PanossianOfficer · Officer at Oaktree Specialty Lending, filing Form 4 there in the last year
Micah R. ConradEVP & COO · EVP & COO at OneMain Holdings, filing Form 4 there in the last year
Michael A. Hedlundpao, SVP and Group Controller · pao, SVP and Group Controller at OneMain Holdings, filing Form 4 there in the last year
Steven A. MuselesChief Legal Off. & Corp. Secy · Chief Legal Off. & Corp. Secy at JBG SMITH Properties, filing Form 4 there in the last year
Alan S. FormanDirector · Director at JBG SMITH Properties, filing Form 4 there in the last year