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Insider Trading Intelligence
MC

Melvin Carlisle

OCSL
CFO & TREASURER · OAKTREE SPECIALTY LENDING CORP · CIK 0001719934
FILING MIX · LIFETIME100%/0%
BUYS
4
SELLS
0
TOTAL VALUE
$74.0K
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
41,713
AVG SELL PX
TRADE KIND
SHOWING 4 / 4
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Melvin Carlisle, 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
7d3+33.33%-5.42%-5.37%-0.05%+1.06%
14d3+0.00%-24.49%-11.69%-12.80%-5.41%
30d3+0.00%-27.05%-8.87%-18.19%-19.81%
60d3+0.00%-15.15%-1.56%-13.60%-14.64%
90d3+33.33%-3.44%+5.88%-9.32%-9.02%
180d3+100.00%+8.00%+18.52%-10.52%-11.13%
1y3+100.00%+38.88%+34.09%+4.78%+5.77%
2y3+100.00%+79.83%+51.49%+28.34%+26.95%
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 · 41,713 shares · as of Mar 19, 2021
010,42820,85731,28541,7132021SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
FLOW · 4 buys / 0 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASEGRANT
Stock grant
16,71341,713Mar 19, 2021Mar 23, 2021
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
CFO & Treasurer
5,000$4.61$23.0K25,000Mar 9, 2020Mar 11, 2020
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
CFO & Treasurer
5,000$4.97$24.9K20,000Feb 28, 2020Mar 3, 2020
OCSL
OAKTREE SPECIALTY LENDING CORP
PURCHASE
CFO & Treasurer
5,000$5.23$26.1K15,000Feb 25, 2020Feb 27, 2020
Other insiders · OCSL
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About this filer
CIK 0001719934
ROLE
CFO & Treasurer
PRIMARY
OCSL
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001719934DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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