Melvin Carlisle - Net Worth and Insider Trading
Melvin Carlisle Net Worth
The estimated net worth of Melvin Carlisle is at least $586,500 dollars as of 2024-05-10. Melvin Carlisle is the CFO & Treasurer of Oaktree Specialty Lending Corp and owns about 25,000 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $480,250. Melvin Carlisle is also the CFO & Treasurer of Oaktree Strategic Income Corp and owns about 12,500 shares of Oaktree Strategic Income Corp (OCSI) stock worth over $106,250. Details can be seen in Melvin Carlisle's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Melvin Carlisle has not made any transactions after 2020-03-09 and currently still holds the listed stock(s).
Transaction Summary of Melvin Carlisle
Melvin Carlisle Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Melvin Carlisle owns 2 companies in total, including Oaktree Specialty Lending Corp (OCSL) , and Oaktree Strategic Income Corp (OCSI) .
Click here to see the complete history of Melvin Carlisle’s form 4 insider trades.
Insider Ownership Summary of Melvin Carlisle
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| OCSL | Oaktree Specialty Lending Corp | 2020-03-09 | Chief Financial Officer |
| OCSI | Oaktree Strategic Income Corp | 2020-03-09 | CFO & Treasurer |
Melvin Carlisle Latest Holdings Summary
Melvin Carlisle currently owns a total of 2 stocks. Among these stocks, Melvin Carlisle owns 25,000 shares of Oaktree Specialty Lending Corp (OCSL) as of March 9, 2020, with a value of $480,250 and a weighting of 81.88%. Melvin Carlisle also owns 12,500 shares of Oaktree Strategic Income Corp (OCSI) as of March 9, 2020, with a value of $106,250 and a weighting of 18.12%.
Latest Holdings of Melvin Carlisle
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| OCSL | Oaktree Specialty Lending Corp | 2020-03-09 | 25,000 | 19.21 | 480,250 |
| OCSI | Oaktree Strategic Income Corp | 2020-03-09 | 12,500 | 8.50 | 106,250 |
Holding Weightings of Melvin Carlisle
Melvin Carlisle Form 4 Trading Tracker
According to the SEC Form 4 filings, Melvin Carlisle has made a total of 3 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 5,000 shares on March 9, 2020, which cost Melvin Carlisle around $23,050.
According to the SEC Form 4 filings, Melvin Carlisle has made a total of 2 transactions in Oaktree Strategic Income Corp (OCSI) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Oaktree Strategic Income Corp is the acquisition of 1,500 shares on March 9, 2020, which cost Melvin Carlisle around $11,880.
Insider Trading History of Melvin Carlisle
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Melvin Carlisle Trading Performance
GuruFocus tracks the stock performance after each of Melvin Carlisle's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Melvin Carlisle is -6.19%. GuruFocus also compares Melvin Carlisle's trading performance to market benchmark return within the same time period. The performance of stocks bought by Melvin Carlisle within 3 months outperforms 2 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Melvin Carlisle's insider trading performs compared to the benchmark.
Performance of Melvin Carlisle
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -15.81 | | | | | |
| Relative Return to S&P 500(%) | -9.95 | | | | | |
Melvin Carlisle Ownership Network
Melvin Carlisle Owned Company Details
What does Oaktree Specialty Lending Corp do?
Who are the key executives at Oaktree Specialty Lending Corp?
Melvin Carlisle is the Chief Financial Officer of Oaktree Specialty Lending Corp. Other key executives at Oaktree Specialty Lending Corp include Chief Operating Officer Matthew Stewart , See Remarks Christopher Mckown , and Chief Compliance Officer Ashley Pak .
Oaktree Specialty Lending Corp (OCSL) Insider Trades Summary
Over the past 18 months, Melvin Carlisle made no insider transaction in Oaktree Specialty Lending Corp (OCSL). Other recent insider transactions involving Oaktree Specialty Lending Corp (OCSL) include a net purchase of 11,300 shares made by Phyllis R Caldwell , a net purchase of 1,000 shares made by Christopher Mckown , and a net purchase of 1,000 shares made by Ashley Pak .
In summary, during the past 3 months, insiders sold 0 shares of Oaktree Specialty Lending Corp (OCSL) in total and bought 2,000 shares, with a net purchase of 2,000 shares. During the past 18 months, 0 shares of Oaktree Specialty Lending Corp (OCSL) were sold and 14,480 shares were bought by its insiders, resulting in a net purchase of 14,480 shares.
Oaktree Specialty Lending Corp (OCSL)'s detailed insider trading history can be found in Insider Trading Tracker table.
Oaktree Specialty Lending Corp Insider Transactions
Melvin Carlisle Mailing Address
Above is the net worth, insider trading, and ownership report for Melvin Carlisle. You might contact Melvin Carlisle via mailing address: C/o Oaktree Capital Management, L.p., 333 S. Grand Avenue, 28th Floor, Los Angeles Ca 90071.
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