Phyllis Caldwell

Track

Insider profile

Currently holds positions in Onity Group Inc and American Capital Senior Floating Ltd

Performance

Overall performance
2.6
Performance over holding periods
2.6
30 days 90 days 120 days
Average return -12% 8.2% 15.1%
Success rate 42% 68% 82%
Transactions
24 100% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Independent Chairman of the Board Onity Group Inc March 15, 2016 -
Independent Director American Capital Senior Floating Ltd Jan. 1, 2014 -
Independent Director Onity Group Inc Jan. 20, 2015 - March 15, 2016
Phyllis Caldwell's trades of Oaktree Specialty Lending Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Purchase
Price
26.93
Quantity 500 +1.5%
Value US$13,465
Transaction date
Purchase
Price
1.25
Quantity 79,400 +38.5%
Value US$99,250
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-03-18 2026-03-16
B Purchase
1,403 +3.7%
468.21
US$1,592,377 		1,403 +3.7% 468.21 US$1,592,377
2025-09-16 2025-09-15
B Purchase
28,767 +34.4%
390.20
US$3,350,188 		28,767 +34.4% 390.20 US$3,350,188
2025-09-16 2025-09-15
B Purchase
39,332 +39.6%
285.95
US$4,242,572 		39,332 +39.6% 285.95 US$4,242,572
2025-09-16 2025-09-15
B Purchase
2,000 +11.1%
13.19
US$26,377 		2,000 +11.1% 13.19 US$26,377
2025-05-08 2025-05-07
B Purchase
2,000 +12.5%
13.33
US$26,650 		2,000 +12.5% 13.33 US$26,650
2025-02-26 2025-02-25
B Purchase
2,500 +18.5%
15.83
US$39,575 		2,500 +18.5% 15.83 US$39,575
2024-09-23 2024-09-20
B Purchase
95 +0.7%
16.01
US$1,520 		95 +0.7% 16.01 US$1,520
2024-09-23 2024-09-20
B Purchase
405 +3.1%
16.01
US$6,484 		405 +3.1% 16.01 US$6,484
2024-09-23 2024-09-20
B Purchase
500 +4.0%
16.01
US$8,005 		500 +4.0% 16.01 US$8,005
2024-08-14 2024-08-13
B Purchase
834 +7.1%
16.29
US$13,586 		834 +7.1% 16.29 US$13,586
2024-08-14 2024-08-13
B Purchase
500 +4.5%
16.28
US$8,140 		500 +4.5% 16.28 US$8,140
2024-02-14 2024-02-12
B Purchase
2,000 +21.8%
20.07
US$40,130 		2,000 +21.8% 20.07 US$40,130
2023-03-20 2023-03-17
B Purchase
500 +5.8%
17.72
US$8,860 		500 +5.8% 17.72 US$8,860
2023-03-20 2023-03-16
B Purchase
500 +6.1%
18.19
US$9,095 		500 +6.1% 18.19 US$9,095
2023-03-20 2023-03-16
B Purchase
500 +6.5%
18.19
US$9,092 		500 +6.5% 18.19 US$9,092
2023-01-03 2022-12-30
B Purchase
3,800 +19.8%
6.96
US$26,448 		3,800 +19.8% 6.96 US$26,448
2022-12-12 2022-12-09
B Purchase
4,000 +26.3%
7.00
US$28,004 		4,000 +26.3% 7.00 US$28,004
2022-05-31 2022-05-26
B Purchase
500 +1.5%
26.93
US$13,465 		500 +1.5% 26.93 US$13,465
2022-05-25 2022-05-23
B Purchase
5,000 +64.9%
6.80
US$33,997 		5,000 +64.9% 6.80 US$33,997
2022-05-13 2022-05-11
B Purchase
3,200 +71.1%
7.04
US$22,512 		3,200 +71.1% 7.04 US$22,512
2022-05-13 2022-05-11
B Purchase
1,800 +66.7%
7.04
US$12,672 		1,800 +66.7% 7.04 US$12,672
2022-03-03 2022-03-02
B Purchase
800 +42.1%
7.48
US$5,980 		800 +42.1% 7.48 US$5,980
2022-03-03 2022-03-02
B Purchase
1,900 +inf%
7.48
US$14,208 		1,900 +inf% 7.48 US$14,208
2020-03-05 2020-03-03
B Purchase
79,400 +38.5%
1.25
US$99,250 		79,400 +38.5% 1.25 US$99,250