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Oaktree Specialty Lending Corporation (OCSL)
USD12.33
+0.18 (+1.48%)
US NASDAQ Financial Services Financial - Credit Services
Address
333 South Grand Avenue 90071
Los Angeles, CA, US
Los Angeles, CA, US
CEO
Armen Panossian
Website
oaktreespecialtylending.com
IPO
2008-06-12
CIK 1414932 ISIN US67401P4054
Description
Oaktree Specialty Lending Corporation (OCSL) functions as a business development company (BDC), dedicated to providing capital solutions for middle-market businesses. Its investment strategy involves a diverse array of financing types, including interim bridge loans, various tiers of secured debt (first and second lien, senior and junior), unsecured loans, hybrid mezzanine debt, and preferred equity stakes. These funds are primarily deployed to support growth initiatives such as corporate expansions, acquisitions led by private equity sponsors, and management buyouts within small and mid-sized enterprises. OCSL actively seeks opportunities across a broad spectrum of industries, including education, general business services, retail and consumer products, healthcare, manufacturing, the food and restaurant sector, construction and engineering, and media and advertising. Individual investments typically range from $5 million to $75 million, predominantly structured as integrated ("one-stop"), first-lien, or second-lien debt facilities, with the potential for a complementary equity co-investment. The target companies generally possess an enterprise value between $20 million and $150 million, and generate operating cash flow (EBITDA) of $3 million to $50 million. While the fund can commit up to $75 million per investment, it has the capacity to originate and underwrite larger transactions, up to $100 million. OCSL primarily concentrates its investment activities within the North American market and aims to serve as the lead investor in its portfolio companies.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD12.33
+0.18 (+1.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
866.0K
Beta
0.57
Float Shares
87.82M
Free Float %
99.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.08% | -3.04% | +1.17% | -1.46% | -11.48% | -4.95% | -13.62% | -34.01% | -37.03% | -21.92% | -66.69% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Hold
Price Targets & DCF
Current price
12.33
Low
12.00
-2.7%
Consensus
12.50
+1.4%
Median
12.50
+1.4%
High
13.00
+5.4%
DCF (Unlevered)
38.87
+215.2%
DCF (Levered)
9.14
-25.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
13.00
+5.4%
|
| Last Quarter | 1 |
13.00
+5.4%
|
| Last Year | 2 |
12.50
+1.4%
|
| All Time | 4 |
15.00
+21.7%
|
Quality scores
Altman Z-Score
0.07
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Credit Services: +13.2%+60.9% ★ Q1'26: +573.2% (vs Q1'25)
-
EPS growth Financial - Credit Services: +24.0%-45.8% Q1'26: +50.0% (vs Q1'25)
-
FCF margin FCF growth · Financial - Credit Services: +70.9%+17.2% ★ Q1'26: -8.5% (vs Q1'25)
-
EBIT margin Financial - Credit Services: +28.7%+50.4% ★ Q1'26: +12.4% (vs Q1'25)
-
ROIC Financial - Credit Services: +5.0%+5.1% ★ Q1'26: +1.0% (vs Q1'25)
-
Share dilution Financial - Credit Services: +0.0%+7.0% Q1'26: +2.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×9.85× Q1'26: 52.59× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Sep 2011 actual |
Sep 2012 actual |
Sep 2013 actual |
Sep 2015 actual |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 3 Rev. Ana. 3 EPS Ana. |
Sep 2027 4 Rev. Ana. 4 EPS Ana. |
Sep 2028 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
51.81M
est: 145.00M (-64.3%)
|
110.71M
est: 176.03M (-37.1%)
|
144.57M
est: 220.24M (-34.4%)
|
85.74M
est: 265.48M (-67.7%)
|
11.02M
est: 248.63M (-95.6%)
|
-133.74M
est: 186.77M (-171.6%)
|
93.04M
est: 134.69M (-30.9%)
|
159.55M
est: 149.33M (+6.8%)
|
78.60M
est: 135.27M (-41.9%)
|
278.82M
est: 194.66M (+43.2%)
|
86.04M
est: 250.16M (-65.6%)
|
236.85M
est: 395.82M (-40.2%)
|
186.23M
est: 385.01M (-51.6%)
|
299.70M
est: 316.36M (-5.3%)
|
286.47M
279.90M – 297.32M
-9.4% YoY
|
284.58M
272.21M – 302.94M
-0.7% YoY
|
280.43M
280.43M – 280.43M
-1.5% YoY
|
| EBITDA |
30.21M
est: 43.72M (-30.9%)
|
79.40M
est: 111.00M (-28.5%)
|
101.82M
est: 160.32M (-36.5%)
|
15.40M
est: 136.06M (-88.7%)
|
-66.56M
est: -30.77M (-116.3%)
|
-196.97M
est: -149.80M (-31.5%)
|
47.38M
est: 127.79M (-62.9%)
|
127.17M
est: 140.24M (-9.3%)
|
37.45M
est: 69.33M (-46.0%)
|
240.84M
est: 99.77M (+141.4%)
|
32.86M
est: 128.21M (-74.4%)
|
119.07M
est: 202.87M (-41.3%)
|
57.80M
est: 197.33M (-70.7%)
|
151.02M
est: 162.14M (-6.9%)
|
146.82M
143.46M – 152.39M
-9.4% YoY
|
145.85M
139.52M – 155.27M
-0.7% YoY
|
143.73M
143.73M – 143.73M
-1.5% YoY
|
| EBIT |
30.21M
est: 74.32M (-59.4%)
|
79.40M
est: 90.22M (-12.0%)
|
101.82M
est: 112.88M (-9.8%)
|
15.40M
est: 136.06M (-88.7%)
|
-66.56M
est: 127.43M (-152.2%)
|
-196.97M
est: 95.72M (-305.8%)
|
47.38M
est: 69.03M (-31.4%)
|
127.17M
est: 76.53M (+66.2%)
|
37.45M
est: 45.6K (+82,048.6%)
|
240.84M
est: 99.77M (+141.4%)
|
32.86M
est: 128.21M (-74.4%)
|
119.07M
est: 202.87M (-41.3%)
|
57.80M
est: 197.33M (-70.7%)
|
151.02M
est: 162.14M (-6.9%)
|
146.82M
143.46M – 152.39M
-9.4% YoY
|
145.85M
139.52M – 155.27M
-0.7% YoY
|
143.73M
143.73M – 143.73M
-1.5% YoY
|
| Net Income |
30.21M
est: 24.00M (+25.9%)
|
79.40M
est: 86.52M (-8.2%)
|
101.82M
est: 122.14M (-16.6%)
|
15.40M
est: 193.68M (-92.1%)
|
-66.56M
est: -85.31M (+22.0%)
|
-196.97M
est: -202.83M (+2.9%)
|
46.76M
est: 94.98M (-50.8%)
|
126.16M
est: 109.22M (+15.5%)
|
39.22M
est: 82.74M (-52.6%)
|
237.26M
est: 191.89M (+23.6%)
|
29.22M
est: 137.09M (-78.7%)
|
117.33M
est: 113.55M (+3.3%)
|
57.91M
est: 193.51M (-70.1%)
|
33.92M
est: 151.27M (-77.6%)
|
129.68M
127.53M – 131.84M
-14.3% YoY
|
124.85M
109.89M – 132.21M
-3.7% YoY
|
119.22M
116.21M – 122.23M
-4.5% YoY
|
| SGA |
7.94M
est: 47.78M (-83.4%)
|
9.64M
est: 42.42M (-77.3%)
|
11.60M
est: 12.43M (-6.6%)
|
14.24M
est: 14.26M (-0.2%)
|
23.22M
est: 17.01M (+36.5%)
|
14.79M
est: 18.05M (-18.1%)
|
11.15M
est: 8.12M (+37.4%)
|
7.95M
est: 7.33M (+8.4%)
|
7.12M
est: 5.93M (+20.0%)
|
9.07M
est: 8.73M (+4.0%)
|
9.25M
est: 9.15M (+1.1%)
|
11.66M
est: 21.27M (-45.2%)
|
9.50M
est: 20.69M (-54.1%)
|
8.49M
est: 17.00M (-50.1%)
|
15.39M
15.04M – 15.98M
-9.4% YoY
|
15.29M
14.63M – 16.28M
-0.7% YoY
|
15.07M
15.07M – 15.07M
-1.5% YoY
|
| EPS |
1.41
est: 1.11 (+27.0%)
|
3.00
est: 1.05 (+185.7%)
|
2.76
est: 1.12 (+146.4%)
|
0.30
est: 2.25 (-86.7%)
|
-1.35
est: 2.20 (-161.5%)
|
-4.18
est: 1.69 (-347.2%)
|
1.00
est: 1.23 (-18.9%)
|
2.69
est: 1.45 (+85.3%)
|
0.83
est: 1.37 (-39.5%)
|
4.39
est: 1.83 (+140.5%)
|
0.48
est: 2.17 (-77.9%)
|
1.63
est: 1.31 (+24.0%)
|
0.72
est: 2.23 (-67.7%)
|
0.39
est: 1.75 (-77.7%)
|
1.51
1.48 – 1.53
-13.7% YoY
|
1.42
1.28 – 1.54
-6.3% YoY
|
1.39
1.35 – 1.42
-2.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 2/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-29 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 2/5 | 4/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 2/5 | 5/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
322.32M
OE per share TTM
3.87
Owner's Yield
30.22%
Maintenance CapEx ratio
0.28%
Maint CapEx / Avg PPE
-0.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
44
Total invested
48.73M
Insider transactions (90d)
0
Beneficial owners (>5%)
27
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | M. Tannenbaum | 24.20M | 17.20% | — | 24.20M | — | 24.20M | IN | States of America | 2019-04-12 | ↗ |
| 2 | Leonard M. Tannenbaum | 21.33M | 15.10% | — | 21.33M | — | 10.00 | IN | United States of America | 2019-12-20 | ↗ |
| 3 | LLC | 19.93M | 14.10% | — | 19.93M | — | 11.00 | OO | — | 2020-01-30 | ↗ |
| 4 | Management GP, LLC | 19.93M | 14.10% | — | 19.93M | — | 11.00 | OO | — | 2020-01-30 | ↗ |
| 5 | Management, L.P. | 19.93M | 14.10% | — | 19.93M | — | 11.00 | PN | — | 2020-01-30 | ↗ |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 12.77M | 8.50% | 12.77M | — | 12.77M | 10.00 | IA | DELAWARE | 2016-02-22 | ↗ |
| 7 | 5.7% | 7.97M | 5.70% | — | 7.97M | — | 7.97M | IN | Cayman Islands | 2017-10-16 | ↗ |
| 8 | 10. | 7.88M | 5.60% | — | 7.88M | — | 7.88M | OO | Cayman Islands | 2018-02-13 | ↗ |
| 9 | 5.6% | 7.88M | 5.60% | — | 7.88M | — | 7.88M | IN | Cayman Islands | 2018-02-13 | ↗ |
| 10 | Brian Gaines | 5.56M | 3.90% | 50.0K | 5.51M | 50.0K | 5.51M | IN | Cayman Islands | 2020-02-13 | ↗ |
| 11 | Springhouse Asset Management, Ltd. | 5.51M | 3.90% | — | 5.51M | — | 5.51M | CO | Cayman Islands | 2020-02-13 | ↗ |
| 12 | Springhouse Capital (Master), L.P. | 5.51M | 3.90% | — | 5.51M | — | 5.51M | PN | Cayman Islands | 2020-02-13 | ↗ |
| 13 | Springhouse Capital Management G.P., LLC | 5.51M | 3.90% | — | 5.51M | — | 5.51M | OO | Cayman Islands | 2020-02-13 | ↗ |
| 14 | Springhouse Capital Management, L.P. | 5.51M | 3.90% | — | 5.51M | — | 5.51M | PN | Cayman Islands | 2020-02-13 | ↗ |
| 15 | RIVERNORTH INSTITUTIONAL PARTNERS, L.P. | 4.50M | 3.00% | — | 4.50M | — | 10.00 | PN | DELAWARE | 2016-02-22 | ↗ |
| 16 | RIVERNORTH CAPITAL PARTNERS, L.P. | 4.39M | 2.90% | — | 4.39M | — | 10.00 | PN | DELAWARE | 2016-02-22 | ↗ |
| 17 | Fifth Street Asset Management Inc. | 4.15M | 2.90% | — | 4.15M | — | 10.00 | CO | Delaware | 2019-12-20 | ↗ |
| 18 | Fifth Street Holdings L.P. | 4.15M | 2.90% | — | 4.15M | — | 10.00 | PN | Delaware | 2019-12-20 | ↗ |
| 19 | RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND | 2.40M | 1.60% | — | — | — | 10.00 | OO | OHIO | 2016-02-22 | ↗ |
| 20 | Richard Mashaal | 1.77M | 1.25% | — | 1.77M | — | — | HC, IN | Canada | 2019-02-08 | ↗ |
| 21 | Senvest Management, LLC | 1.77M | 1.25% | — | 1.77M | — | — | IA, OO | Delaware | 2019-02-08 | ↗ |
| 22 | RIVERNORTH CORE OPPORTUNITY FUND | 1.48M | 1.00% | — | — | — | 10.00 | OO | OHIO | 2016-02-22 | ↗ |
| 23 | Group, LLC | 276.0K | 0.20% | 276.0K | — | 276.0K | 11.00 | OO | — | 2020-01-30 | ↗ |
| 24 | L.P. | 276.0K | 0.20% | 276.0K | — | 276.0K | 11.00 | PN | — | 2020-01-30 | ↗ |
| 25 | RANDY I. ROCHMAN | 255.8K | 1.00% | — | 255.8K | — | 10.00 | IN | USA | 2016-02-22 | ↗ |
| 26 | MURRAY R. WISE | 116.5K | 1.00% | 76.7K | 39.7K | 76.7K | 10.00 | IN | USA | 2016-02-22 | ↗ |
| 27 | FRED G. STEINGRABER | — | 0.00% | — | — | — | 10.00 | IN | USA | 2016-02-22 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
44
-162 vs prev Q
New positions
7
Closed positions
166
Increased
24
Reduced
9
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | TRIAD INVESTMENT MANAGEMENT | 200.9K +200.9K (+100.0%) | 2.56B +2.6B (+100.0%) | 0.23% +0.228 pp | 2.59% +2.592 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 2 | PRIVATE MANAGEMENT GROUP INC | 3.26M +245.2K (+8.1%) | 41.52M +2.2M (+5.6%) | 3.70% +0.278 pp | 1.21% +0.038 pp | USD15.56 -18.1% | 12 qtrs — |
| 3 | MORGAN STANLEY | 2.96M -39.1K (-1.3%) | 37.71M -1.4M (-3.6%) | 3.36% -0.044 pp | 0.00% 0.000 pp | USD17.86 -28.7% | 12 qtrs — |
| 4 | BRUNI J V & CO /CO | 2.50M +8.7K (+0.3%) | 31.80M -660.3K (-2.0%) | 2.83% +0.010 pp | 3.12% -0.154 pp | USD16.97 -24.9% | 12 qtrs — |
| 5 | VAN ECK ASSOCIATES CORP | 2.15M -19.7K (-0.9%) | 27.44M -924.0K (-3.3%) | 2.44% -0.022 pp | 0.02% -0.004 pp | USD12.86 -0.9% | 13 qtrs — |
| 6 | GENERALI ASSET MANAGEMENT SPA SGR | 2.09M +— (+0.0%) | 26.60M -647.3K (-2.4%) | 2.37% +0.000 pp | 0.54% -0.039 pp | USD14.46 -11.9% | 5 qtrs — |
| 7 | ARES MANAGEMENT LLC | 1.93M -12.0K (-0.6%) | 24.63M -755.9K (-3.0%) | 2.19% -0.014 pp | 1.41% +0.255 pp | USD18.65 -31.7% | 12 qtrs — |
| 8 | OAKTREE CAPITAL MANAGEMENT LP | 1.85M +— (+0.0%) | 23.60M -574.3K (-2.4%) | 2.10% +0.000 pp | 0.34% -0.023 pp | USD18.83 -32.3% | 12 qtrs — |
| 9 | CLARET ASSET MANAGEMENT CORP | 1.66M -32.6K (-1.9%) | 21.16M -941.0K (-4.3%) | 1.89% -0.037 pp | 2.46% -0.178 pp | USD17.87 -28.7% | 12 qtrs — |
| 10 | UBS GROUP AG | 1.33M +429.3K (+47.5%) | 16.99M +5.2M (+44.0%) | 1.51% +0.487 pp | 0.00% +0.001 pp | USD14.72 -13.5% | 12 qtrs — |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.27M -53.0K (-4.0%) | 16.15M -1.1M (-6.3%) | 1.44% -0.060 pp | 0.76% -0.219 pp | USD13.76 -7.4% | 6 qtrs — |
| 12 | MELIA WEALTH LLC | 1.22M +3.0K (+0.2%) | 15.53M -339.1K (-2.1%) | 1.38% +0.003 pp | 7.18% +0.231 pp | USD17.05 -25.3% | 8 qtrs — |
| 13 | TWO SIGMA INVESTMENTS, LP | 740.1K +351.9K (+90.7%) | 9.43M +4.4M (+86.1%) | 0.84% +0.400 pp | 0.01% +0.006 pp | USD13.84 -7.9% | 12 qtrs — |
| 14 | LEGAL & GENERAL GROUP PLC | 616.7K +83.8K (+15.7%) | 7.85M +897.0K (+12.9%) | 0.70% +0.095 pp | 0.00% +0.000 pp | USD18.17 -29.9% | 12 qtrs — |
| 15 | ROYAL BANK OF CANADA | 461.4K -46.7K (-9.2%) | 5.88M -752.0K (-11.3%) | 0.52% -0.053 pp | 0.00% 0.000 pp | USD17.49 -27.2% | 12 qtrs — |
| 16 | BLACKROCK, INC. | 430.6K -5.5K (-1.3%) | 5.49M -204.7K (-3.6%) | 0.49% -0.006 pp | 0.00% +0.000 pp | USD15.53 -18.0% | 6 qtrs — |
| 17 | RAYMOND JAMES FINANCIAL INC | 397.2K +323.0K (+435.7%) | 5.06M +4.1M (+422.9%) | 0.45% +0.367 pp | 0.00% +0.001 pp | USD13.18 -3.3% | 5 qtrs — |
| 18 | CLEAR STREET MARKETS LLC | 380.0K +380.0K (+100.0%) | 4.84M +4.8M (+100.0%) | 0.43% +0.431 pp | 0.63% +0.631 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 19 | MUZINICH & CO., INC. | 332.6K +1.7K (+0.5%) | 4.24M -81.4K (-1.9%) | 0.38% +0.002 pp | 1.33% -0.336 pp | USD16.78 -24.1% | 12 qtrs — |
| 20 | CASTLEKEEP INVESTMENT ADVISORS LLC | 320.5K -11.9K (-3.6%) | 4.08M -254.0K (-5.9%) | 0.36% -0.014 pp | 1.85% -0.181 pp | USD15.79 -19.3% | 9 qtrs — |
| 21 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 310.9K +7.1K (+2.3%) | 3.96M -3.6K (-0.1%) | 0.35% +0.008 pp | 0.00% +0.000 pp | USD16.89 -24.6% | 12 qtrs — |
| 22 | WILLS FINANCIAL GROUP LLC | 295.3K +62.6K (+26.9%) | 3.76M +725.2K (+23.9%) | 0.34% +0.071 pp | 1.44% +0.192 pp | USD14.80 -13.9% | 4 qtrs — |
| 23 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 257.7K -33.2K (-11.4%) | 3.28M -513.0K (-13.5%) | 0.29% -0.038 pp | 0.03% -0.005 pp | USD15.04 -15.3% | 12 qtrs — |
| 24 | RUSSELL INVESTMENTS GROUP, LTD. | 240.5K +240.5K (+100.0%) | 3.06M +3.1M (+100.0%) | 0.27% +0.273 pp | 0.00% +0.003 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 25 | JANE STREET GROUP, LLC | 229.8K +177.9K (+343.1%) | 2.93M +2.3M (+332.6%) | 0.26% +0.202 pp | 0.00% +0.000 pp | USD12.95 -1.6% | 11 qtrs — |
| 26 | THRIVENT FINANCIAL FOR LUTHERANS | 229.0K +229.0K (+100.0%) | 2.92M +2.9M (+100.0%) | 0.26% +0.260 pp | 0.01% +0.005 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 27 | UNITED ADVISOR GROUP, LLC | 224.4K -34.6K (-13.4%) | 2.86M -521.3K (-15.4%) | 0.25% -0.039 pp | 0.36% -0.099 pp | USD17.14 -25.7% | 8 qtrs — |
| 28 | COLONY GROUP, LLC | 215.6K +215.6K (+100.0%) | 2.75M +2.7M (+100.0%) | 0.24% +0.245 pp | 0.00% +0.003 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 29 | ICON ADVISERS INC/CO | 215.0K +154.8K (+257.0%) | 2.74M +2.0M (+248.5%) | 0.24% +0.176 pp | 0.59% +0.420 pp | USD12.83 -0.7% | 2 qtrs — |
| 30 | ARNHOLD LLC | 209.8K +30.0K (+16.7%) | 2.67M +326.4K (+13.9%) | 0.24% +0.034 pp | 0.20% +0.007 pp | USD15.74 -19.1% | 12 qtrs — |
| 31 | TORONTO DOMINION BANK | 207.0K +207.0K (+100.0%) | 2.64M +2.6M (+100.0%) | 0.24% +0.235 pp | 0.00% +0.004 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 32 | TWO SIGMA ADVISERS, LP | 204.8K +21.0K (+11.4%) | 2.61M +210.5K (+8.8%) | 0.23% +0.024 pp | 0.01% +0.000 pp | USD18.36 -30.6% | 12 qtrs — |
| 33 | HIGHTOWER ADVISORS, LLC | 181.2K -86.7K (-32.4%) | 2.31M -1.2M (-34.0%) | 0.21% -0.099 pp | 0.00% -0.001 pp | USD15.89 -19.8% | 12 qtrs — |
| 34 | ADVISOR GROUP HOLDINGS, INC. | 177.7K -47.5K (-21.1%) | 2.26M -734.1K (-24.5%) | 0.20% -0.054 pp | 0.00% -0.001 pp | USD18.78 -32.2% | 12 qtrs — |
| 35 | LOOMIS SAYLES & CO L P | 176.7K +— (+0.0%) | 2.25M -54.8K (-2.4%) | 0.20% +0.000 pp | 0.00% +0.000 pp | USD15.36 -17.1% | 4 qtrs — |
| 36 | WELLS FARGO & COMPANY/MN | 169.6K -65.9K (-28.0%) | 2.16M -912.6K (-29.7%) | 0.19% -0.075 pp | 0.00% 0.000 pp | USD18.97 -32.8% | 12 qtrs — |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 166.1K -57.6K (-25.7%) | 2.12M -803.1K (-27.5%) | 0.19% -0.065 pp | 0.00% 0.000 pp | USD13.52 -5.8% | 11 qtrs — |
| 38 | OLD PORT ADVISORS | 164.9K +38.3K (+30.3%) | 2.10M +449.1K (+27.2%) | 0.19% +0.044 pp | 0.52% +0.101 pp | USD13.23 -3.7% | 3 qtrs — |
| 39 | LPL FINANCIAL LLC | 162.8K -7.4K (-4.4%) | 2.07M -147.6K (-6.6%) | 0.18% -0.009 pp | 0.00% 0.000 pp | USD17.18 -25.8% | 12 qtrs — |
| 40 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 162.1K -34.8K (-17.7%) | 2.07M -504.6K (-19.6%) | 0.18% -0.040 pp | 0.12% -0.093 pp | USD15.80 -19.4% | 12 qtrs — |
| 41 | INDEPENDENT ADVISOR ALLIANCE | 152.0K -12.3K (-7.5%) | 1.94M -207.1K (-9.7%) | 0.17% -0.014 pp | 0.05% -0.009 pp | USD18.62 -31.6% | 12 qtrs — |
| 42 | LAZARD ASSET MANAGEMENT LLC | 148.3K +46.7K (+46.0%) | 1.89M +564.0K (+42.5%) | 0.17% +0.053 pp | 0.00% +0.001 pp | USD14.40 -11.5% | 4 qtrs — |
| 43 | LSV ASSET MANAGEMENT | 140.0K -8.8K (-5.9%) | 1.78M -158.0K (-8.1%) | 0.16% -0.010 pp | 0.00% 0.000 pp | USD18.85 -32.4% | 12 qtrs — |
| 44 | XTX TOPCO LTD | 135.9K +124.2K (+1,061.2%) | 1.73M +1.6M (+1,033.6%) | 0.15% +0.141 pp | 0.05% +0.038 pp | USD12.77 -0.2% | 2 qtrs — |
| 45 | CENTAURUS FINANCIAL, INC. | 133.9K +94.5K (+240.3%) | 1.71M +1.2M (+232.4%) | 0.15% +0.107 pp | 0.08% +0.054 pp | USD12.83 -0.7% | 2 qtrs — |
| 46 | DNB ASSET MANAGEMENT AS | 133.4K -8.8K (-6.2%) | 1.70M -156.8K (-8.4%) | 0.15% -0.010 pp | 0.01% -0.001 pp | USD18.00 -29.2% | 12 qtrs — |
| 47 | CARNEGIE LAKE ADVISORS LLC | 131.5K -386.0 (-0.3%) | 1.68M -45.8K (-2.7%) | 0.15% 0.000 pp | 0.64% -0.024 pp | USD16.31 -21.9% | 6 qtrs — |
| 48 | PLAN GROUP FINANCIAL, LLC | 130.0K +15.7K (+13.8%) | 1.66M +165.0K (+11.1%) | 0.15% +0.018 pp | 0.43% +0.030 pp | USD15.35 -17.0% | 8 qtrs — |
| 49 | NAVITER WEALTH, LLC | 124.5K -36.4K (-22.6%) | 1.59M -513.5K (-24.5%) | 0.14% -0.041 pp | 0.21% -0.038 pp | USD15.10 -15.6% | 5 qtrs — |
| 50 | FIDUCIARY FINANCIAL GROUP, LLC | 122.8K +43.8K (+55.4%) | 1.56M +533.1K (+51.7%) | 0.14% +0.050 pp | 0.22% +0.058 pp | USD13.97 -8.8% | 5 qtrs — |
| 51 | LIDO ADVISORS, LLC | 117.2K +1.7K (+1.5%) | 1.53M +21.9K (+1.5%) | 0.13% +0.002 pp | 0.00% 0.000 pp | USD18.77 -32.1% | 9 qtrs — |
| 52 | MARINER, LLC | 116.4K +13.9K (+13.6%) | 1.48M +145.7K (+10.9%) | 0.13% +0.016 pp | 0.00% +0.000 pp | USD17.52 -27.3% | 9 qtrs — |
| 53 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 116.2K -6.8K (-5.5%) | 1.48M -124.6K (-7.8%) | 0.13% -0.008 pp | 0.02% -0.001 pp | USD18.36 -30.6% | 12 qtrs — |
| 54 | — | 109.7K +109.7K (+100.0%) | 1.40M +1.4M (+100.0%) | 0.12% +0.125 pp | 0.73% +0.731 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 55 | FNY INVESTMENT ADVISERS, LLC | 102.6K +102.6K (+100.0%) | 1.31M +1.3M (+100.0%) | 0.12% +0.117 pp | 0.37% +0.369 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 56 | STATE STREET CORP | 100.3K +19.4K (+23.9%) | 1.28M +221.7K (+21.0%) | 0.11% +0.022 pp | 0.00% +0.000 pp | USD13.84 -7.9% | 4 qtrs — |
| 57 | DENALI ADVISORS LLC | 97.1K -15.0K (-13.3%) | 1.24M -225.3K (-15.4%) | 0.11% -0.017 pp | 0.14% -0.028 pp | USD16.28 -21.7% | 6 qtrs — |
| 58 | TT CAPITAL MANAGEMENT LLC | 95.9K -12.0K (-11.1%) | 1.22M -186.1K (-13.2%) | 0.11% -0.014 pp | 0.97% -0.102 pp | USD15.10 -15.6% | 5 qtrs — |
| 59 | BANK OF AMERICA CORP /DE/ | 94.6K -110.3K (-53.8%) | 1.21M -1.5M (-54.9%) | 0.11% -0.125 pp | 0.00% 0.000 pp | USD14.86 -14.3% | 12 qtrs — |
| 60 | BNP PARIBAS ARBITRAGE, SNC | 93.4K +86.0K (+1,161.9%) | 1.19M +1.1M (+1,131.9%) | 0.11% +0.098 pp | 0.00% +0.001 pp | USD12.76 -0.2% | 2 qtrs — |
| 61 | MILLENNIUM MANAGEMENT LLC | 91.8K +65.2K (+245.4%) | 1.17M +822.5K (+237.2%) | 0.10% +0.074 pp | 0.00% +0.000 pp | USD12.83 -0.7% | 12 qtrs — |
| 62 | TRUEMARK INVESTMENTS, LLC | 83.3K +61.9K (+288.2%) | 1.06M +781.6K (+278.9%) | 0.09% +0.070 pp | 0.20% +0.154 pp | USD12.82 -0.6% | 2 qtrs — |
| 63 | NORTHERN TRUST CORP | 79.6K -4.8K (-5.6%) | 1.01M -86.7K (-7.9%) | 0.09% -0.005 pp | 0.00% +0.000 pp | USD14.40 -11.5% | 12 qtrs — |
| 64 | CAXTON ASSOCIATES LLP | 79.5K +15.7K (+24.6%) | 1.01M +180.0K (+21.6%) | 0.09% +0.018 pp | 0.02% +0.000 pp | USD14.36 -11.3% | 4 qtrs — |
| 65 | QUANTBOT TECHNOLOGIES LP | 77.4K +77.4K (+100.0%) | 986.3K +986.3K (+100.0%) | 0.09% +0.088 pp | 0.03% +0.033 pp | USD12.74 +0.0% | 3 qtrs — |
| 66 | GOTHAM ASSET MANAGEMENT, LLC | 74.0K +74.0K (+100.0%) | 942.3K +942.3K (+100.0%) | 0.08% +0.084 pp | 0.00% +0.003 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 67 | COMMONWEALTH EQUITY SERVICES, LLC | 67.1K -23.7K (-26.1%) | 855.3K -330.7K (-27.9%) | 0.08% -0.027 pp | 0.00% 0.000 pp | USD18.77 -32.1% | 8 qtrs — |
| 68 | RONALD BLUE TRUST, INC. | 64.9K -7.1K (-9.8%) | 826.2K -112.3K (-12.0%) | 0.07% -0.008 pp | 0.01% -0.001 pp | USD16.36 -22.1% | 11 qtrs — |
| 69 | VIRTUS INVESTMENT ADVISERS, INC. | 64.5K -14.9K (-18.8%) | 821.5K -214.7K (-20.7%) | 0.07% -0.017 pp | 0.22% -0.073 pp | USD15.36 -17.1% | 4 qtrs — |
| 70 | POINT72 ASSET MANAGEMENT, L.P. | 64.2K +64.2K (+100.0%) | 817.6K +817.6K (+100.0%) | 0.07% +0.073 pp | 0.00% +0.001 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 71 | AQUATIC CAPITAL MANAGEMENT LLC | 62.7K +8.6K (+15.9%) | 798.7K +93.0K (+13.2%) | 0.07% +0.010 pp | 0.02% +0.010 pp | USD13.01 -2.1% | 2 qtrs — |
| 72 | INVESCO LTD. | 55.4K -831.5K (-93.8%) | 705.5K -10.9M (-93.9%) | 0.06% -0.944 pp | 0.00% -0.002 pp | USD15.04 -15.3% | 12 qtrs — |
| 73 | CREATIVE PLANNING | 53.2K +2.3K (+4.4%) | 677.4K +12.9K (+1.9%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD18.60 -31.5% | 12 qtrs — |
| 74 | SOUND INCOME STRATEGIES, LLC | 49.5K +46.1K (+1,378.6%) | 636.6K +594.5K (+1,415.1%) | 0.06% +0.052 pp | 0.03% +0.028 pp | USD12.76 -0.2% | 2 qtrs — |
| 75 | SQUAREPOINT OPS LLC | 48.3K +48.3K (+100.0%) | 615.8K +615.8K (+100.0%) | 0.05% +0.055 pp | 0.00% +0.001 pp | USD12.74 +0.0% | 9 qtrs — |
| 76 | AVAII WEALTH MANAGEMENT, LLC | 45.6K +3.5K (+8.4%) | 580.7K +31.8K (+5.8%) | 0.05% +0.004 pp | 0.21% +0.002 pp | USD14.00 -9.0% | 4 qtrs — |
| 77 | BRAMSHILL INVESTMENTS, LLC | 43.9K +288.0 (+0.7%) | 558.7K -9.8K (-1.7%) | 0.05% +0.000 pp | 0.03% -0.007 pp | USD12.79 -0.4% | 13 qtrs — |
| 78 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 43.0K +10.8K (+33.6%) | 546.4K +126.9K (+30.2%) | 0.05% +0.012 pp | 0.01% +0.004 pp | USD13.14 -3.0% | 5 qtrs — |
| 79 | CORNERSTONE ADVISORY, LLC | 42.9K -9.8K (-18.6%) | 546.0K -140.9K (-20.5%) | 0.05% -0.011 pp | 0.05% -0.015 pp | USD16.65 -23.5% | 12 qtrs — |
| 80 | GREEN SQUARE CAPITAL ADVISORS LLC | 41.9K +41.9K (+100.0%) | 534.3K +534.3K (+100.0%) | 0.05% +0.048 pp | 0.06% +0.056 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 81 | ADVISORS ASSET MANAGEMENT, INC. | 41.7K -61.8K (-59.7%) | 531.0K -820.0K (-60.7%) | 0.05% -0.070 pp | 0.01% -0.014 pp | USD18.74 -32.0% | 12 qtrs — |
| 82 | SUMMIT FINANCIAL, LLC | 40.1K -897.0 (-2.2%) | 511.2K -24.1K (-4.5%) | 0.05% -0.001 pp | 0.01% -0.001 pp | USD13.05 -2.4% | 2 qtrs — |
| 83 | CRESSET ASSET MANAGEMENT, LLC | 39.6K +9.0 (+0.0%) | 504.9K -12.2K (-2.4%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD19.46 -34.5% | 11 qtrs — |
| 84 | GUGGENHEIM CAPITAL LLC | 39.5K +3.3K (+9.1%) | 503.2K +30.9K (+6.6%) | 0.04% +0.004 pp | 0.00% +0.000 pp | USD16.90 -24.6% | 12 qtrs — |
| 85 | SOVRAN ADVISORS, LLC | 38.3K +1.8K (+4.9%) | 498.5K -6.9K (-1.4%) | 0.04% +0.002 pp | 0.04% -0.002 pp | USD14.77 -13.7% | 5 qtrs — |
| 86 | CITADEL ADVISORS LLC | 35.7K +2.9K (+8.8%) | 454.8K +26.6K (+6.2%) | 0.04% +0.003 pp | 0.00% +0.000 pp | USD14.00 -9.0% | 12 qtrs — |
| 87 | STIFEL FINANCIAL CORP | 35.7K -6.7K (-15.8%) | 454.4K -98.4K (-17.8%) | 0.04% -0.008 pp | 0.00% 0.000 pp | USD18.00 -29.2% | 12 qtrs — |
| 88 | BROWN ADVISORY INC | 35.4K -18.6K (-34.5%) | 450.8K -254.1K (-36.0%) | 0.04% -0.021 pp | 0.00% 0.000 pp | USD19.06 -33.2% | 12 qtrs — |
| 89 | CARTESIAN GROWTH CORP | 35.2K -16.4K (-31.8%) | 448.6K -225.3K (-33.4%) | 0.04% -0.019 pp | 0.01% -0.006 pp | USD20.40 -37.5% | 9 qtrs — |
| 90 | JACKSON THORNTON ASSET MANAGEMENT, LLC | 33.9K -475.0 (-1.4%) | 433.4K -1.9K (-0.4%) | 0.04% -0.001 pp | 0.04% -0.003 pp | USD15.28 -16.6% | 5 qtrs — |
| 91 | AQR CAPITAL MANAGEMENT LLC | 33.9K -886.0 (-2.5%) | 432.4K -22.1K (-4.9%) | 0.04% -0.001 pp | 0.00% 0.000 pp | USD15.28 -16.6% | 5 qtrs — |
| 92 | MAREX GROUP PLC | 33.7K +33.7K (+100.0%) | 429.9K +429.9K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.003 pp | USD12.74 +0.0% | 3 qtrs — |
| 93 | JANNEY MONTGOMERY SCOTT LLC | 33.6K -4.3K (-11.3%) | 428.0K -67.0K (-13.5%) | 0.04% -0.005 pp | 0.00% 0.000 pp | USD17.81 -28.5% | 12 qtrs — |
| 94 | SRS CAPITAL ADVISORS, INC. | 32.0K +32.0K (+100.0%) | 408.0K +408.0K (+100.0%) | 0.04% +0.036 pp | 0.01% +0.012 pp | USD12.74 +0.0% | 1 qtrs NEW |
| 95 | SCHONFELD STRATEGIC ADVISORS LLC | 30.8K -15.8K (-33.9%) | 392.0K -215.7K (-35.5%) | 0.03% -0.018 pp | 0.00% -0.002 pp | USD13.05 -2.4% | 2 qtrs — |
| 96 | SG AMERICAS SECURITIES, LLC | 30.5K +18.6K (+155.6%) | 389.0K +233.0K (+149.4%) | 0.03% +0.021 pp | 0.00% +0.000 pp | USD13.56 -6.0% | 5 qtrs — |
| 97 | SULLIVAN WOOD CAPITAL MANAGEMENT LLC | 30.5K +19.7K (+183.3%) | 387.9K +247.6K (+176.5%) | 0.03% +0.022 pp | 0.59% +0.378 pp | USD12.85 -0.9% | 2 qtrs — |
| 98 | GABELLI FUNDS LLC | 30.0K -145.0K (-82.9%) | 382.2K -1.9M (-83.3%) | 0.03% -0.165 pp | 0.00% -0.013 pp | USD18.54 -31.3% | 12 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 8 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | FT Confluence BDC & Specialty Finance Income ETF FBDC | 2.21% | 758.5K | 12.44% |
| 2 | Virtus Private Credit Strategy ETF VPC | 1.85% | 560.5K | 10.60% |
| 3 | ProShares Global Listed Private Equity ETF PEX | 1.83% | 204.7K | 2.95% |
| 4 | VanEck BDC Income ETF BIZD | 1.33% | 21.33M | 9.69% |
| 5 | iShares Listed Private Equity UCITS ETF IPRA.AS | 0.43% | 376.4K | 0.75% |
| 6 | iShares Listed Private Equity UCITS ETF IDPE.L | 0.43% | 3.38M | 0.75% |
| 7 | Invesco Global Listed Private Equity ETF PSP | 0.25% | 566.9K | 1.80% |
| 8 | Militia Long/Short Equity ETF ORR | -0.05% | -76.0K | 14.19% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
2.5K
Shares disposed
—
Cash buys
1.00
Cash sales
—
Net activity
+2,500
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-16 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 10.78 | 21.6K | 24,411 | D | ↗ |
| 2026-03-16 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,500 | 10.77 | 26.9K | 23,500 | D | ↗ |
| 2025-12-31 | McKeone Brett | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-15 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 975 | 13.20 | 12.9K | 21,000 | D | ↗ |
| 2025-06-30 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,500 | 13.70 | 34.3K | 22,411 | D | ↗ |
| 2025-05-15 | Panossian Armen | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 8,000 | 14.13 | 113.0K | 20,789 | D | ↗ |
| 2025-05-07 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 13.33 | 26.7K | 18,000 | D | ↗ |
| 2025-05-06 | Jacobson Craig A | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 14,910 | 13.41 | 199.9K | 71,667 | D | ↗ |
| 2025-02-25 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,500 | 15.83 | 39.6K | 16,000 | D | ↗ |
| 2025-02-24 | Pendo Mathew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 6,260 | 15.93 | 99.7K | 52,596 | D | ↗ |
| 2025-02-24 | Khanna Raghav | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 6,000 | 15.95 | 95.7K | 6,000 | D | ↗ |
| 2024-11-15 | Khanna Raghav | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-20 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 95 | 16.01 | 1.5K | 13,500 | D | ↗ |
| 2024-08-13 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 500 | 16.28 | 8.1K | 11,666 | — | ↗ |
| 2024-02-12 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 20.07 | 40.1K | 11,166 | — | ↗ |
| 2023-11-30 | Oaktree-TCDRS Strategic Credit, LLC | 10% Owner | J-Other | A | Warrants | 445,294 | 0.01 | 4.5K | 3,117,057 | — | ↗ |
| 2023-11-10 | Oaktree-TCDRS Strategic Credit, LLC | 10% Owner | — | I | Warrants | 2,671,763 | 0.01 | 26.7K | 0 | — | ↗ |
| 2023-03-23 | Stewart Matthew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 500 | 18.00 | 9.0K | 9,668 | — | ↗ |
| 2023-03-17 | McKown Christopher | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 1,000 | 17.79 | 17.8K | 5,092 | — | ↗ |
| 2023-03-17 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 500 | 17.72 | 8.9K | 9,166 | — | ↗ |
| 2023-03-16 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 500 | 18.19 | 9.1K | 8,666 | — | ↗ |
| 2023-03-09 | Pak Ashley | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 1,000 | 19.41 | 19.4K | 1,920 | — | ↗ |
| 2023-02-09 | Pendo Mathew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 112 | 19.72 | 2.2K | 37,927 | — | ↗ |
| 2022-12-30 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 3,800 | 6.96 | 26.4K | 23,000 | — | ↗ |
| 2022-12-09 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 4,000 | 7.00 | 28.0K | 19,200 | — | ↗ |
| 2022-06-29 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,500 | 6.49 | 16.2K | 15,200 | — | ↗ |
| 2022-05-23 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 5,000 | 6.80 | 34.0K | 12,700 | — | ↗ |
| 2022-05-11 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 3,200 | 7.04 | 22.5K | 7,700 | — | ↗ |
| 2022-05-09 | Pendo Mathew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 18,381 | 7.06 | 129.8K | 103,591 | — | ↗ |
| 2022-03-04 | Pak Ashley | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 2,600 | 7.42 | 19.3K | 2,600 | — | ↗ |
| 2022-03-02 | CALDWELL PHYLLIS R | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 1,900 | 7.48 | 14.2K | 1,900 | — | ↗ |
| 2022-02-24 | McKown Christopher | Officer | A-Award | A | Common Stock, par value $0.01 per share | 2,000 | 7.32 | 14.6K | 11,111 | — | ↗ |
| 2022-01-28 | Stewart Matthew | Officer | — | D | Common Stock, par value $0.01 per share | 0 | 0.00 | — | 24,893 | — | ↗ |
| 2021-12-31 | CALDWELL PHYLLIS R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-30 | TANNENBAUM LEONARD M | — | S-Sale | D | Common Stock | 84,954 | 7.50 | 637.5K | 15,306,589 | — | ↗ |
| 2021-12-29 | TANNENBAUM LEONARD M | — | S-Sale | D | Common Stock | 200,000 | 7.52 | 1.50M | 15,391,543 | — | ↗ |
| 2021-12-28 | TANNENBAUM LEONARD M | — | S-Sale | D | Common Stock | 200,000 | 7.55 | 1.51M | 15,591,543 | — | ↗ |
| 2021-12-27 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 200,000 | 7.54 | 1.51M | 15,791,543 | — | ↗ |
| 2021-12-23 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 200,000 | 7.51 | 1.50M | 15,991,543 | — | ↗ |
| 2021-12-13 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 34,100 | 7.55 | 257.5K | 16,191,543 | — | ↗ |
| 2021-12-06 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100 | 7.50 | 750.00 | 16,225,643 | — | ↗ |
| 2021-12-02 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 5,000 | 7.50 | 37.5K | 16,225,743 | — | ↗ |
| 2021-11-30 | McKown Christopher | Officer | — | D | Common Stock, par value $0.01 per share | 0 | 0.00 | — | 8,927 | — | ↗ |
| 2021-11-17 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 353,485 | 7.56 | 2.67M | 16,230,743 | — | ↗ |
| 2021-11-16 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 17,330 | 7.45 | 129.2K | 16,584,228 | — | ↗ |
| 2021-11-12 | Pak Ashley | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-11-11 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 1,500 | 7.50 | 11.3K | 16,601,558 | — | ↗ |
| 2021-11-10 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 48,173 | 7.50 | 361.3K | 16,603,058 | — | ↗ |
| 2021-11-09 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 29,732 | 7.50 | 223.0K | 16,651,231 | — | ↗ |
| 2021-11-08 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 7.51 | 750.9K | 16,680,963 | — | ↗ |
| 2021-09-20 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 4,214,368 | 7.10 | 29.92M | 16,780,963 | — | ↗ |
| 2021-06-01 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.78 | 677.6K | 20,995,331 | — | ↗ |
| 2021-05-28 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.72 | 671.6K | 21,095,331 | — | ↗ |
| 2021-05-27 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 81,287 | 6.71 | 545.4K | 21,195,331 | — | ↗ |
| 2021-05-25 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 13,900 | 6.71 | 93.2K | 21,276,618 | — | ↗ |
| 2021-05-24 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 1,647 | 6.70 | 11.0K | 21,290,518 | — | ↗ |
| 2021-05-21 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 38,200 | 6.70 | 256.1K | 21,292,165 | — | ↗ |
| 2021-05-05 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.72 | 672.2K | 21,330,365 | — | ↗ |
| 2021-04-29 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 94,052 | 6.78 | 637.7K | 21,430,365 | — | ↗ |
| 2021-04-28 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.75 | 675.1K | 21,524,417 | — | ↗ |
| 2021-04-27 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 194,130 | 6.73 | 1.31M | 21,624,417 | — | ↗ |
| 2021-04-26 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.69 | 668.6K | 21,818,547 | — | ↗ |
| 2021-04-23 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.68 | 668.2K | 21,918,547 | — | ↗ |
| 2021-04-22 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 11,289 | 6.68 | 75.4K | 22,018,547 | — | ↗ |
| 2021-04-21 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 15,659 | 6.70 | 104.9K | 22,029,836 | — | ↗ |
| 2021-04-20 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.70 | 670.1K | 22,045,495 | — | ↗ |
| 2021-04-19 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.66 | 666.4K | 22,145,495 | — | ↗ |
| 2021-04-16 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 120,000 | 6.62 | 794.4K | 22,245,495 | — | ↗ |
| 2021-04-15 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 2,800 | 6.60 | 18.5K | 22,365,495 | — | ↗ |
| 2021-04-14 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 52,000 | 6.60 | 343.4K | 22,368,295 | — | ↗ |
| 2021-04-12 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 200,000 | 6.61 | 1.32M | 22,420,295 | — | ↗ |
| 2021-04-09 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 172,312 | 6.61 | 1.14M | 22,620,295 | — | ↗ |
| 2021-04-07 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.48 | 647.8K | 22,792,607 | — | ↗ |
| 2021-04-06 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 29,872 | 6.46 | 193.0K | 22,892,607 | — | ↗ |
| 2021-04-05 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.31 | 631.3K | 22,922,479 | — | ↗ |
| 2021-04-01 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.25 | 625.0K | 23,022,479 | — | ↗ |
| 2021-03-22 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 4,500 | 6.25 | 28.1K | 23,122,479 | — | ↗ |
| 2021-03-19 | Zimmerman Bruce | Director | A-Award | A | Common Stock, par value $0.01 per share | 20,390 | 0.01 | 203.90 | 57,390 | — | ↗ |
| 2021-03-19 | TANNENBAUM LEONARD M | 10% Owner | J-Other | A | Common Stock | 320,022 | 6.16 | 1.97M | 1,332,773 | — | ↗ |
| 2021-03-19 | Ruben Richard | Director | A-Award | A | Common Stock, par value $0.01 per share | 54,375 | 0.01 | 543.75 | 101,625 | — | ↗ |
| 2021-03-19 | Pendo Mathew | Officer | A-Award | A | Common Stock, par value $0.01 per share | 24,661 | 0.01 | 246.61 | 78,925 | — | ↗ |
| 2021-03-19 | Panossian Armen | Officer | A-Award | A | Common Stock, par value $0.01 per share | 13,370 | 0.01 | 133.70 | 38,370 | — | ↗ |
| 2021-03-19 | Jacobson Craig A | Director | A-Award | A | Common Stock, par value $0.01 per share | 73,968 | 0.01 | 739.68 | 170,273 | — | ↗ |
| 2021-03-19 | Gero Deborah Ann | Director | A-Award | A | Common Stock, par value $0.01 per share | 24,736 | 0.01 | 247.36 | 59,736 | — | ↗ |
| 2021-03-19 | Frank John | Director | A-Award | A | Common Stock, par value $0.01 per share | 15,879 | 0.01 | 158.79 | 44,663 | — | ↗ |
| 2021-03-19 | Carlisle Melvin | Officer | A-Award | A | Common Stock, par value $0.01 per share | 16,713 | 0.01 | 167.13 | 41,713 | — | ↗ |
| 2021-03-18 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100 | 6.25 | 625.00 | 15,093,275 | — | ↗ |
| 2021-03-16 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 77,050 | 6.30 | 485.8K | 15,093,375 | — | ↗ |
| 2021-03-15 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.29 | 628.8K | 15,170,425 | — | ↗ |
| 2021-03-12 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.26 | 626.2K | 15,270,425 | — | ↗ |
| 2021-03-11 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.26 | 626.1K | 15,370,425 | — | ↗ |
| 2021-03-10 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 67,411 | 6.26 | 421.8K | 15,470,425 | — | ↗ |
| 2021-03-09 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 18,597 | 6.26 | 116.3K | 15,537,836 | — | ↗ |
| 2021-03-04 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 1,800 | 6.25 | 11.3K | 1,556,433 | — | ↗ |
| 2021-03-03 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 14,985 | 6.25 | 93.7K | 15,558,233 | — | ↗ |
| 2021-03-02 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 81,202 | 6.24 | 506.8K | 15,573,218 | — | ↗ |
| 2021-03-01 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 63,779 | 6.21 | 395.8K | 15,654,420 | — | ↗ |
| 2021-02-26 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 31,500 | 6.16 | 194.0K | 15,718,199 | — | ↗ |
| 2021-02-25 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 5,100 | 6.20 | 31.6K | 15,749,699 | — | ↗ |
| 2021-02-24 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.15 | 614.7K | 15,754,799 | — | ↗ |
| 2021-02-23 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 54,798 | 6.11 | 334.6K | 15,854,799 | — | ↗ |
| 2021-02-22 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 100,000 | 6.14 | 614.2K | 15,909,597 | — | ↗ |
| 2021-02-19 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 72,600 | 6.11 | 443.3K | 16,009,597 | — | ↗ |
| 2021-02-09 | Pendo Mathew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 12,231 | 5.95 | 72.8K | 54,264 | — | ↗ |
| 2021-02-08 | Pendo Mathew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 8,661 | 5.95 | 51.5K | 42,033 | — | ↗ |
| 2020-12-17 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 40,674 | 5.49 | 223.2K | 16,082,197 | — | ↗ |
| 2020-12-16 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 50,000 | 5.52 | 275.9K | 16,122,871 | — | ↗ |
| 2020-12-15 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 63,800 | 5.51 | 351.8K | 16,172,871 | — | ↗ |
| 2020-12-14 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 14,900 | 5.50 | 82.0K | 16,236,671 | — | ↗ |
| 2020-12-11 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 400 | 5.60 | 2.2K | 16,251,571 | — | ↗ |
| 2020-12-10 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 2,500 | 5.60 | 14.0K | 16,251,971 | — | ↗ |
| 2020-12-09 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 2,600 | 5.60 | 14.6K | 16,254,471 | — | ↗ |
| 2020-12-08 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 87,796 | 5.60 | 491.9K | 16,257,071 | — | ↗ |
| 2020-12-07 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 15,923 | 5.60 | 89.2K | 16,344,867 | — | ↗ |
| 2020-12-04 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 43,203 | 5.60 | 242.1K | 16,360,790 | — | ↗ |
| 2020-12-03 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 9,879 | 5.60 | 55.3K | 16,403,993 | — | ↗ |
| 2020-12-02 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 35,200 | 5.60 | 197.2K | 16,413,872 | — | ↗ |
| 2020-12-01 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 40,753 | 5.61 | 228.5K | 16,449,072 | — | ↗ |
| 2020-11-30 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 173,161 | 5.58 | 967.0K | 16,489,825 | — | ↗ |
| 2020-11-25 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 187,962 | 5.56 | 1.05M | 16,662,986 | — | ↗ |
| 2020-11-24 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 169,659 | 5.48 | 930.5K | 16,850,948 | — | ↗ |
| 2020-11-23 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 200,000 | 5.43 | 1.09M | 17,020,607 | — | ↗ |
| 2020-11-20 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 157,648 | 5.34 | 842.0K | 17,220,607 | — | ↗ |
| 2020-11-18 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 108,054 | 5.25 | 567.0K | 17,378,255 | — | ↗ |
| 2020-11-17 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 49,046 | 5.20 | 255.1K | 17,486,309 | — | ↗ |
| 2020-11-16 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 126,701 | 5.23 | 662.8K | 17,535,355 | — | ↗ |
| 2020-09-08 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 4,000 | 5.00 | 20.0K | 35,000 | — | ↗ |
| 2020-09-03 | Ruben Richard | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,500 | 4.97 | 12.4K | 47,250 | — | ↗ |
| 2020-09-02 | Ruben Richard | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 5,000 | 4.94 | 24.7K | 42,250 | — | ↗ |
| 2020-08-19 | Ruben Richard | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 1,000 | 4.98 | 5.0K | 35,250 | — | ↗ |
| 2020-08-17 | Ruben Richard | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 5.03 | 10.1K | 32,250 | — | ↗ |
| 2020-08-11 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 4,100 | 5.20 | 21.3K | 17,662,056 | — | ↗ |
| 2020-06-10 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 1,000 | 4.58 | 4.6K | 31,000 | — | ↗ |
| 2020-06-09 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 4,000 | 4.72 | 18.9K | 30,000 | — | ↗ |
| 2020-05-27 | Panossian Armen | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 7,500 | 4.46 | 33.4K | 25,000 | — | ↗ |
| 2020-03-12 | Jacobson Craig A | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 25,705 | 3.92 | 100.8K | 96,305 | — | ↗ |
| 2020-03-10 | Pendo Mathew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 6,500 | 4.55 | 29.6K | 31,540 | — | ↗ |
| 2020-03-09 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 4.54 | 9.1K | 26,000 | — | ↗ |
| 2020-03-09 | Carlisle Melvin | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 5,000 | 4.61 | 23.0K | 25,000 | — | ↗ |
| 2020-02-28 | Carlisle Melvin | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 5,000 | 4.97 | 24.9K | 20,000 | — | ↗ |
| 2020-02-27 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 5.18 | 10.4K | 24,000 | — | ↗ |
| 2020-02-25 | Carlisle Melvin | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 5,000 | 5.23 | 26.2K | 15,000 | — | ↗ |
| 2020-02-21 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 4,000 | 5.32 | 21.3K | 22,000 | — | ↗ |
| 2020-01-30 | TANNENBAUM LEONARD M | 10% Owner | J-Other | A | Common Stock | 2,499,298 | 0.00 | — | 17,666,156 | — | ↗ |
| 2020-01-10 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 36,837 | 5.47 | 201.6K | 3,500,000 | — | ↗ |
| 2020-01-09 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 61,336 | 5.48 | 336.2K | 3,536,837 | — | ↗ |
| 2020-01-08 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 77,000 | 5.48 | 421.6K | 3,598,173 | — | ↗ |
| 2020-01-07 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 72,063 | 5.45 | 393.0K | 3,679,673 | — | ↗ |
| 2020-01-06 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 49,696 | 5.46 | 271.4K | 3,751,736 | — | ↗ |
| 2020-01-03 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 69,700 | 5.46 | 380.5K | 3,801,432 | — | ↗ |
| 2020-01-02 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 94,280 | 5.46 | 515.0K | 3,871,132 | — | ↗ |
| 2019-12-23 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 22,700 | 5.50 | 124.9K | 3,965,412 | — | ↗ |
| 2019-12-20 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 163,800 | 5.47 | 896.1K | 3,988,112 | — | ↗ |
| 2019-12-18 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 135,300 | 5.46 | 738.3K | 4,151,912 | — | ↗ |
| 2019-12-17 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 273,041 | 5.40 | 1.47M | 4,287,212 | — | ↗ |
| 2019-12-16 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 97,005 | 5.33 | 516.7K | 4,560,253 | — | ↗ |
| 2019-12-13 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 4,500 | 5.27 | 23.7K | 4,652,758 | — | ↗ |
| 2019-12-12 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 42,900 | 5.25 | 225.3K | 4,657,258 | — | ↗ |
| 2019-12-12 | Pendo Mathew | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 5,990 | 5.25 | 31.4K | 25,040 | — | ↗ |
| 2019-12-12 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 5.25 | 10.5K | 18,000 | — | ↗ |
| 2019-12-03 | Panossian Armen | Officer | P-Purchase | A | Common Stock, par value $0.01 per share | 17,500 | 5.25 | 92.0K | 17,500 | — | ↗ |
| 2019-12-02 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 600 | 5.30 | 3.2K | 4,700,158 | — | ↗ |
| 2019-11-22 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 5,000 | 5.24 | 26.2K | 16,000 | — | ↗ |
| 2019-11-21 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 161,000 | 5.25 | 845.4K | 4,700,758 | — | ↗ |
| 2019-11-20 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 217,199 | 5.26 | 1.14M | 4,861,758 | — | ↗ |
| 2019-11-19 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 104,700 | 5.27 | 551.3K | 5,078,957 | — | ↗ |
| 2019-11-18 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 93,800 | 5.28 | 495.5K | 5,183,657 | — | ↗ |
| 2019-11-15 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 71,500 | 5.26 | 376.0K | 5,277,457 | — | ↗ |
| 2019-11-14 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 62,300 | 5.29 | 329.6K | 5,348,957 | — | ↗ |
| 2019-11-13 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 104,859 | 5.25 | 550.8K | 5,411,257 | — | ↗ |
| 2019-11-12 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 45,402 | 5.26 | 238.8K | 5,516,116 | — | ↗ |
| 2019-09-30 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 84 | 5.25 | 441.00 | 5,561,518 | — | ↗ |
| 2019-09-30 | Panossian Armen | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-27 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 38 | 5.25 | 199.50 | 5,561,602 | — | ↗ |
| 2019-09-19 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 200 | 5.25 | 1.1K | 5,561,640 | — | ↗ |
| 2019-09-17 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 1,800 | 5.27 | 9.5K | 5,561,840 | — | ↗ |
| 2019-09-16 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 20,925 | 5.26 | 110.1K | 5,563,640 | — | ↗ |
| 2019-08-28 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 5.10 | 10.2K | 11,000 | — | ↗ |
| 2019-08-13 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 5.13 | 10.3K | 9,000 | — | ↗ |
| 2019-07-09 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 1,200 | 5.41 | 6.5K | 5,584,565 | — | ↗ |
| 2019-07-08 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 8,284 | 5.40 | 44.7K | 5,585,765 | — | ↗ |
| 2019-07-05 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 51,000 | 5.43 | 277.0K | 5,594,049 | — | ↗ |
| 2019-07-03 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 19,000 | 5.47 | 104.0K | 5,645,049 | — | ↗ |
| 2019-07-02 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 19,964 | 5.43 | 108.4K | 5,664,049 | — | ↗ |
| 2019-07-01 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 32,230 | 5.42 | 174.6K | 5,684,013 | — | ↗ |
| 2019-06-28 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 23,200 | 5.41 | 125.6K | 5,716,243 | — | ↗ |
| 2019-06-27 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 3,705 | 5.41 | 20.0K | 5,739,443 | — | ↗ |
| 2019-06-26 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 48,400 | 5.40 | 261.5K | 5,743,148 | — | ↗ |
| 2019-06-24 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 14,353 | 5.42 | 77.7K | 5,791,548 | — | ↗ |
| 2019-06-21 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 55,900 | 5.42 | 303.0K | 5,805,901 | — | ↗ |
| 2019-06-20 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 16,866 | 5.40 | 91.1K | 5,861,801 | — | ↗ |
| 2019-06-19 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 42,491 | 5.40 | 229.6K | 5,878,667 | — | ↗ |
| 2019-06-18 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 22,917 | 5.45 | 124.9K | 5,921,158 | — | ↗ |
| 2019-06-17 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 34,917 | 5.44 | 190.1K | 5,944,075 | — | ↗ |
| 2019-06-14 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 27,332 | 5.46 | 149.3K | 5,978,992 | — | ↗ |
| 2019-06-13 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 70,700 | 5.41 | 382.6K | 6,006,324 | — | ↗ |
| 2019-06-12 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 2,000 | 5.46 | 10.9K | 7,000 | — | ↗ |
| 2019-06-06 | Gero Deborah Ann | Director | P-Purchase | A | Common Stock, par value $0.01 per share | 3,000 | 5.44 | 16.3K | 5,000 | — | ↗ |
| 2019-05-24 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 19,420 | 5.54 | 107.7K | 6,077,024 | — | ↗ |
| 2019-05-23 | TANNENBAUM LEONARD M | 10% Owner | S-Sale | D | Common Stock | 52,464 | 5.53 | 290.4K | 6,096,444 | — | ↗ |
Executive team
Top executives
Shares Outstanding
88.09M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
| Filing date | Form type | Filing |
|---|---|---|
| 2026-02-02 | DEFA14A | ↗ |
| 2026-01-16 | DEFA14A | ↗ |
| 2026-01-16 | DEF 14A | ↗ |
| 2026-01-08 | DEFA14A | ↗ |
| 2026-01-08 | DEF 14A | ↗ |
| 2025-12-22 | PRE 14A | ↗ |
| 2025-01-17 | DEFA14A | ↗ |
| 2025-01-17 | DEF 14A | ↗ |
| 2025-01-10 | DEFA14A | ↗ |
| 2025-01-10 | DEF 14A | ↗ |
| 2024-12-26 | PRE 14A | ↗ |
| 2024-01-30 | DEFA14A | ↗ |
| 2024-01-19 | DEFA14A | ↗ |
| 2024-01-19 | DEF 14A | ↗ |
| 2024-01-10 | DEFA14A | ↗ |
| 2024-01-10 | DEF 14A | ↗ |
| 2023-12-22 | PRE 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Aman Kumar | Managing Director & Co-Portfolio Manager of Life Sciences Direct Lending | — | male |
| Armen Panossian | Chief Executive Officer & Co-Chief Investment Officer | — | male |
| Ashley Pak | Chief Compliance Officer | — | female |
| Brett McKeone | Chief Operating Officer | — | male |
| Christopher McKown | CFO & Treasurer | — | male |
| Dane Kleven | Senior Vice President & Head of Investor Relations | — | male |
| Eric Johnson | Managing Director | — | male |
| Mary Gallegly | MD,General Counsel & Secretary | — | female |
| Mathew Pendo | President | — | male |
| Raghav Khanna | Co-Chief Investment Officer | — | male |
| Sandeep Kumar Khorana | Managing Director of Origination | — | male |
ESG Rating
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for OCSL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
