PHYLLIS R CALDWELL
CIK 1596950 · last filed 2026-05-01
PHYLLIS R CALDWELL is a corporate insider who has filed 41 SEC Form 4 insider transactions across 6 companies since 2014. The most recent filing, for JBGS, was dated May 1, 2026. Across all open-market trades the lifetime net is +$636.4K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $1.3M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.32M
6
41
$636.4K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JBGS | Director | — | $14.72 | — | $0 | 6 | 2026-05-01 |
| OCSL | Director | 23,500 | $12.13 | $285.1K | $397.7K | 14 | 2026-03-18 |
| OMF | Director | 18,246 | $56.71 | $1.03M | $0 | 6 | 2026-02-13 |
| ONITY GROUP INC. (OCN) Delisted | Director | 34,007 | $25.08 | $852.9K | $189.4K | 13 | 2023-05-25 |
| Berkshire Grey, Inc. (BGRYW) Delisted | 16,000 | $0.34 | $5.4K | $0 | 1 | 2021-07-23 | |
| American Capital Senior Floating, Ltd. (ACSF) Delisted | Director | 3,750 | — | — | $49.4K | 1 | 2014-11-07 |
Recent Filings
41 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-01 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2026-03-18 | OCSL | Buy (P) | +2,500 | $26.9K | EDGAR |
| 2026-02-13 | OMF | Grant (A) | +3,243 | $0 | EDGAR |
| 2025-09-16 | OCSL | Buy (P) | +3,000 | $39.6K | EDGAR |
| 2025-05-08 | OCSL | Buy (P) | +2,000 | $26.6K | EDGAR |
| 2025-04-28 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2025-02-26 | OCSL | Buy (P) | +2,500 | $39.6K | EDGAR |
| 2025-02-10 | OMF | Grant (A) | +2,791 | $0 | EDGAR |
| 2024-09-23 | OCSL | Buy (P) | +1,000 | $16.0K | EDGAR |
| 2024-08-14 | OCSL | Buy (P) | +1,334 | $21.7K | EDGAR |