Phyllis R. Caldwell is Director at Oaktree Specialty Lending Corp (OCSL). They have made 17 open-market trades across 2 companies since 2019, most recently 2026-03-16.
17 open-market purchases totalling $655K since 2019, never a sale. Across 17 scored buys the stock is down 5.0% at ninety days, and 9.1 points behind the S&P over the same stretch.
17 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| OMF | 18,246 | $1.0M |
| OCN | 34,007 | $853K |
| OCSL | 23,500 | $272K |
| BGRY | 16,000 | $22K |
| Total | $2.2M |
Shares reported on the most recent Form 4, priced at the 2026-03-18 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 47% | 29% | 29% |
| Avg Move | -1.5% | -2.8% | -5.0% |
| Alpha | -0.3% | -3.6% | -9.1% |
| Scored | 17 | 17 | 17 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| OCSL | BUY | 2026-03-16 | 2026-03-18 | $10.77 | $27K | -0.4% | +16.5% | +5.3% |
| OCSL | BUY | 2025-09-15 | 2025-09-16 | $13.19 | $40K | -2.0% | -4.1% | -3.3% |
| OCSL | BUY | 2025-05-07 | 2025-05-08 | $13.33 | $27K | +5.6% | +5.8% | -2.2% |
| OCSL | BUY | 2025-02-25 | 2025-02-26 | $15.83 | $40K | -0.1% | -3.1% | -10.0% |
| OCSL | BUY | 2024-09-20 | 2024-09-23 | $16.01 | $16K | +1.5% | -0.2% | -7.1% |
| OCSL | BUY | 2024-08-13 | 2024-08-14 | $16.29 | $22K | +2.0% | -0.7% | -4.1% |
| OCSL | BUY | 2024-02-12 | 2024-02-14 | $20.07 | $40K | -0.1% | -4.0% | -2.6% |
| OCSL | BUY | 2023-03-16 | 2023-03-20 | $17.96 | $18K | +1.8% | +3.1% | +5.2% |
| OCSL | BUY | 2022-12-30 | 2023-01-03 | $6.96 | $26K | +1.4% | -2.7% | -10.0% |
| OCSL | BUY | 2022-12-09 | 2022-12-12 | $7.00 | $28K | -5.4% | -0.4% | -14.3% |
| OCSL | BUY | 2022-06-29 | 2022-06-30 | $6.49 | $16K | +1.7% | +8.2% | -7.0% |
| OCN | BUY | 2022-05-26 | 2022-05-31 | $26.93 | $13K | -3.8% | -1.7% | +4.0% |
| OCSL | BUY | 2022-05-23 | 2022-05-25 | $6.80 | $34K | +3.4% | -6.0% | +2.3% |
| OCSL | BUY | 2022-05-11 | 2022-05-13 | $7.04 | $35K | -4.1% | -7.7% | +0.7% |
| OCSL | BUY | 2022-03-02 | 2022-03-03 | $7.48 | $20K | -4.1% | -0.8% | -6.0% |
| OCN | BUY | 2020-03-03 | 2020-03-05 | $1.25 | $99K | -27.0% | -63.4% | -34.4% |
| OCN | BUY | 2019-08-09 | 2019-08-13 | $1.47 | $153K | +4.7% | +14.0% | -1.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.