Phyllis R.  Caldwell net worth and biography

Phyllis Caldwell Biography and Net Worth

Ms. Caldwell has been a member of the Oaktree Specialty Lending Corporation Board since December 2021. Ms. Caldwell founded Wroxton Civic Ventures in 2012 where she spent 12 years as the managing member providing advisory services on various financial, housing and economic development matters. Previously, Ms. Caldwell was Chief Homeownership Preservation Officer at the U.S. Department of the Treasury, responsible for oversight of the U.S. housing market stabilization, economic recovery and foreclosure prevention initiatives established through the Troubled Asset Relief Program. In addition, Ms. Caldwell held various leadership roles during 11 years at Bank of America, including serving as President of Community Development Banking. Ms. Caldwell served as a director for Ocwen Financial Corporation from January 2015 to May 2024 and spent the last 8 years of her term as Chair of the board of directors. In June 2021, Ms. Caldwell became a member of the board of directors of OneMain Holdings, Inc., the country’s largest nonprime installment lender. In March 2021, Ms. Caldwell was appointed as a member of the board of trustees of JBG SMITH Properties, an owner and developer of mixed-use properties in the Washington, D.C. market. From December 2020 to July 2021, Ms. Caldwell served as a member of the board of directors of Revolution Acceleration Acquisition Corp., a special purpose acquisition company, and from January 2014 through September 2018, she served as an independent director of American Capital Senior Floating, Ltd., a business development company. Ms. Caldwell also serves or has served on the boards of other public and private businesses and numerous non-profit organizations engaged in housing and community development finance. Ms. Caldwell received her Master of Business Administration from the Robert H. Smith School of Business at the University of Maryland, College Park and holds a Bachelor of Arts in Sociology, also from the University of Maryland.

What is Phyllis R. Caldwell's net worth?

The estimated net worth of Phyllis R. Caldwell is at least $206,644.50 as of September 20th, 2024. Ms. Caldwell owns 13,500 shares of Oaktree Specialty Lending stock worth more than $206,645 as of April 2nd. This net worth estimate does not reflect any other investments that Ms. Caldwell may own. Learn More about Phyllis R. Caldwell's net worth.

How do I contact Phyllis R. Caldwell?

The corporate mailing address for Ms. Caldwell and other Oaktree Specialty Lending executives is 333 SOUTH GRAND AVENUE 28TH FLOOR, LOS ANGELES CA, 90071. Oaktree Specialty Lending can also be reached via phone at (213) 830-6300 and via email at ocsl-ir@oaktreecapital.com. Learn More on Phyllis R. Caldwell's contact information.

Has Phyllis R. Caldwell been buying or selling shares of Oaktree Specialty Lending?

Phyllis R. Caldwell has not been actively trading shares of Oaktree Specialty Lending within the last three months. Most recently, on Friday, September 20th, Phyllis R. Caldwell bought 1,000 shares of Oaktree Specialty Lending stock. The stock was acquired at an average cost of $16.01 per share, with a total value of $16,010.00. Following the completion of the transaction, the director now directly owns 13,500 shares of the company's stock, valued at $216,135. Learn More on Phyllis R. Caldwell's trading history.

Who are Oaktree Specialty Lending's active insiders?

Oaktree Specialty Lending's insider roster includes Phyllis Caldwell (Director), and Leonard Tannenbaum (Major Shareholder). Learn More on Oaktree Specialty Lending's active insiders.

Are insiders buying or selling shares of Oaktree Specialty Lending?

In the last year, Oaktree Specialty Lending insiders bought shares 1 times. They purchased a total of 1,000 shares worth more than $16,010.00. The most recent insider tranaction occured on September, 20th when Director Phyllis R Caldwell bought 1,000 shares worth more than $16,010.00. Insiders at Oaktree Specialty Lending own 0.3% of the company. Learn More about insider trades at Oaktree Specialty Lending.

Information on this page was last updated on 9/20/2024.

Phyllis R. Caldwell Insider Trading History at Oaktree Specialty Lending

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Phyllis R. Caldwell Buying and Selling Activity at Oaktree Specialty Lending

This chart shows Phyllis R Caldwell's buying and selling at Oaktree Specialty Lending by year and by quarter.

Skip ChartChart Data in Insider Trading History Table
2022202320242025$0bought$0soldQ2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2-$50k$0$50kTotal Insider BuyingTotal Insider Selling

Oaktree Specialty Lending Company Overview

Oaktree Specialty Lending logo
Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies. The firm invest in companies having enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
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Today's Range

Now: $15.31
Low: $15.45
High: $15.45

50 Day Range

MA: $15.77
Low: $15.36
High: $16.12

2 Week Range

Now: $15.31
Low: $14.89
High: $19.95

Volume

774 shs

Average Volume

710,439 shs

Market Capitalization

$1.26 billion

P/E Ratio

22.87

Dividend Yield

10.25%

Beta

1.05