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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
OCSL price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
2 BETHESDA METRO CENTER, 12TH FLOOR
BETHESDA, MD 20814
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JBGS | Director | — | $11.93 | — | $0 | 6 | 2026-05-01 |
| OCSL | Director | 23,500 | $12.10 | $284.2K | $397.7K | 14 | 2026-03-18 |
| OMF | Director | 18,246 | $57.56 | $1.05M | $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 3 of 5
41 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2022-05-31 | ONITY GROUP INC. (OCN) Delisted | Buy (P) | +500 | $13.5K | EDGAR |
| 2022-05-27 | ONITY GROUP INC. (OCN) Delisted | Grant (A) | +2,383 | $0 | EDGAR |
| 2022-05-25 | OCSL | Buy (P) | +5,000 | $34.0K | EDGAR |
| 2022-05-13 | OCSL | Buy (P) | +5,000 | $35.2K | EDGAR |
| 2022-05-03 | JBGS | Grant (A) | — | $0 | EDGAR |
| 2022-03-03 | OCSL | Buy (P) | +2,700 | $20.2K | EDGAR |
| 2022-01-04 | OMF | Grant (A) | +2,787 | $0 | EDGAR |
| 2021-07-23 | Berkshire Grey, Inc. (BGRYW) Delisted | Conv (C) | +16,000 | $0 | EDGAR |
| 2021-06-02 | OMF | Grant (A) | +1,739 | $0 | EDGAR |
| 2021-05-27 | ONITY GROUP INC. (OCN) Delisted | Grant (A) | +3,071 | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.