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Phyllis R. Caldwell

OCSL
DIRECTOR · OAKTREE SPECIALTY LENDING CORP · CIK 0001596950
FILING MIX · LIFETIME100%/0%
BUYS
35
SELLS
0
TOTAL VALUE
$397.7K
COMPANIES
3
ACTIVE SINCE
Apr 2021
HOLDINGS NOW
113,607
AVG SELL PX
—
TRADE KIND
SHOWING 35 / 35
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
23 backtested trades · 8 horizons · 16 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Phyllis R. Caldwell, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d23+56.52%+1.25%+0.40%+0.85%+1.10%—
14d23+60.87%+1.48%+0.87%+0.61%+0.18%—
30d23+60.87%+2.46%+2.37%+0.10%-0.25%—
60d23+56.52%+0.48%+2.80%-2.32%-3.01%—
90d23+30.43%-1.18%+4.70%-5.88%-5.72%—
180d23(1 pending)+36.36%-1.74%+5.06%-6.80%-1.52%—
1y23(4 pending)+42.11%-6.01%+17.03%-23.05%-25.64%—
2y23(11 pending)+33.33%-9.79%+41.53%-51.33%-51.57%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
OCSL · 23,500 shares · as of Mar 16, 2026
05,87511,75017,62523,5002023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 35 buys / 0 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
JBGS
JBG SMITH PROPERTIES
PURCHASEGRANT
Stock grant
15,435——71,861Apr 30, 2026May 1, 2026 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
2,500$10.77$26.9K23,500Mar 16, 2026Mar 18, 2026 ↗View →
OMF
ONEMAIN HOLDINGS, INC.
PURCHASEGRANT
Stock grant
3,243——18,246Feb 11, 2026Feb 13, 2026 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
975$13.20$12.9K21,000Sep 15, 2025Sep 16, 2025 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
2,000$13.19$26.4K20,000Sep 15, 2025Sep 16, 2025 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
25$13.19$33020,025Sep 15, 2025Sep 16, 2025 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
2,000$13.33$26.6K18,000May 7, 2025May 8, 2025 ↗View →
JBGS
JBG SMITH PROPERTIES
PURCHASEGRANT
Stock grant
15,780——56,426Apr 24, 2025Apr 28, 2025 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
2,500$15.83$39.6K16,000Feb 25, 2025Feb 26, 2025 ↗View →
OMF
ONEMAIN HOLDINGS, INC.
PURCHASEGRANT
Stock grant
2,791——15,003Feb 6, 2025Feb 10, 2025 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
405$16.01$6.5K13,405Sep 20, 2024Sep 23, 2024 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
95$16.01$1.5K13,500Sep 20, 2024Sep 23, 2024 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
500$16.01$8.0K13,000Sep 20, 2024Sep 23, 2024 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
500$16.28$8.1K11,666Aug 13, 2024Aug 14, 2024 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
834$16.29$13.6K12,500Aug 13, 2024Aug 14, 2024 ↗View →
JBGS
JBG SMITH PROPERTIES
PURCHASEGRANT
Stock grant
14,414——40,646Apr 25, 2024Apr 29, 2024 ↗View →
OMF
ONEMAIN HOLDINGS, INC.
PURCHASEGRANT
Stock grant
3,445——12,212Feb 14, 2024Feb 16, 2024 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
2,000$20.07$40.1K11,166Feb 12, 2024Feb 14, 2024 ↗View →
JBGS
JBG SMITH PROPERTIES
PURCHASEGRANT
Stock grant
15,818——26,232May 4, 2023May 5, 2023 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
500$17.72$8.9K9,166Mar 17, 2023Mar 20, 2023 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
500$18.19$9.1K8,166Mar 16, 2023Mar 20, 2023 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
500$18.19$9.1K8,666Mar 16, 2023Mar 20, 2023 ↗View →
OMF
ONEMAIN HOLDINGS, INC.
PURCHASEGRANT
Stock grant
4,241——8,767Jan 11, 2023Jan 13, 2023 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
3,800$6.96$26.4K23,000Dec 30, 2022Jan 3, 2022 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
4,000$7.00$28.0K19,200Dec 9, 2022Dec 12, 2022 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
2,500$6.49$16.2K15,200Jun 29, 2022Jun 30, 2022 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
5,000$6.80$34.0K12,700May 23, 2022May 25, 2022 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
1,800$7.04$12.7K4,500May 11, 2022May 13, 2022 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
3,200$7.04$22.5K7,700May 11, 2022May 13, 2022 ↗View →
JBGS
JBG SMITH PROPERTIES
PURCHASEGRANT
Stock grant
5,980——10,414Apr 29, 2022May 3, 2022 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
1,900$7.48$14.2K1,900Mar 2, 2022Mar 3, 2022 ↗View →
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
800$7.48$6.0K2,700Mar 2, 2022Mar 3, 2022 ↗View →
OMF
ONEMAIN HOLDINGS, INC.
PURCHASEGRANT
Stock grant
2,787——4,526Jan 1, 2022Jan 4, 2022 ↗View →
OMF
ONEMAIN HOLDINGS, INC.
PURCHASEGRANT
Stock grant
1,739——1,739Jun 1, 2021Jun 2, 2021 ↗View →
JBGS
JBG SMITH PROPERTIES
PURCHASEGRANT
Stock grant
4,434——4,434Apr 29, 2021May 3, 2021 ↗View →
Other insiders · OCSL
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About this filer
CIK 0001596950
ROLE
Director
PRIMARY
OCSL
COMPANIES
3
ACTIVE SINCE
Apr 2021
MARKETPEEL · /INSIDER/0001596950DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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