PHYLLIS R CALDWELL
CIK 1596950 · last filed 2026-05-01
"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.
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Disclosed Exposure
$1.32M
Companies
6
Total Filings
41
Lifetime Open-Market Net
$636.4K
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 2 of 5
41 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-04-29 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2024-02-16 | OMF | Grant (A) | +3,445 | $0 | EDGAR |
| 2024-02-14 | OCSL | Buy (P) | +2,000 | $40.1K | EDGAR |
| 2023-05-25 | ONITY GROUP INC. (OCN) Delisted | Grant (A) | — | $0 | EDGAR |
| 2023-05-05 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2023-03-20 | OCSL | Buy (P) | +1,500 | $27.0K | EDGAR |
| 2023-01-13 | OMF | Grant (A) | +4,241 | $0 | EDGAR |
| 2023-01-03 | OCSL | Buy (P) | +3,800 | $26.4K | EDGAR |
| 2022-12-12 | OCSL | Buy (P) | +4,000 | $28.0K | EDGAR |
| 2022-06-30 | OCSL | Buy (P) | +2,500 | $16.2K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.