Phyllis R. Caldwell
CIK: 0001596950
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (13 total)
- Apr 30, 2026JBGS
JBG SMITH Properties
Award(A)DirectLTIP Units
15.4K shares- - Mar 16, 2026OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct2.5K shares at avg. $10.77$27K - Feb 11, 2026OMF
OneMain Holdings, Inc.
Award(A)Direct3.2K shares- - Sep 15, 2025OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct2K shares at avg. $13.19$26K - Sep 15, 2025OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct975 shares at avg. $13.20$13K - Sep 15, 2025OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct25 shares at avg. $13.19$329.75 - May 7, 2025OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct2K shares at avg. $13.32$27K - Apr 24, 2025JBGS
JBG SMITH Properties
Award(A)DirectLTIP Units
15.8K shares- - Feb 25, 2025OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct2.5K shares at avg. $15.83$40K - Feb 6, 2025OMF
OneMain Holdings, Inc.
Award(A)Direct2.8K shares- - Sep 20, 2024OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct95 shares at avg. $16.00$2K - Sep 20, 2024OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct405 shares at avg. $16.01$6K - Sep 20, 2024OCSL
Oaktree Specialty Lending Corp
Purchase(P)Direct500 shares at avg. $16.01$8K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Apr 30, 2026 |  JBGS JBG SMITH Properties | Award(A) LTIP Units | 15,435 | - | - | Direct |
| Mar 16, 2026 |  OCSL Oaktree Specialty Lending Corp | Purchase(P) | 2,500 | $10.77 | $26,925 | Direct |
| Feb 11, 2026 |  OMF OneMain Holdings, Inc. | Award(A) | 3,243 | - | $0 | Direct |
| Sep 15, 2025 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 2,000 | $13.19 | $26,377 | Direct |
| Sep 15, 2025 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 975 | $13.20 | $12,870 | Direct |
| Sep 15, 2025 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 25 | $13.19 | $330 | Direct |
| May 7, 2025 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 2,000 | $13.32 | $26,650 | Direct |
| Apr 24, 2025 | JBGS JBG SMITH Properties | Award(A) LTIP Units | 15,780 | - | - | Direct |
| Feb 25, 2025 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 2,500 | $15.83 | $39,575 | Direct |
| Feb 6, 2025 | OMF OneMain Holdings, Inc. | Award(A) | 2,791 | - | - | Direct |
| Sep 20, 2024 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 95 | $16.00 | $1,520 | Direct |
| Sep 20, 2024 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 405 | $16.01 | $6,484 | Direct |
| Sep 20, 2024 | OCSL Oaktree Specialty Lending Corp | Purchase(P) | 500 | $16.01 | $8,005 | Direct |
1-13 of 13 transactions
About CALDWELL PHYLLIS R
CALDWELL PHYLLIS R (SEC CIK 0001596950) files insider reports with the SEC as Director of JBG SMITH Properties (JBGS), Director of Oaktree Specialty Lending Corp (OCSL) and Director of OneMain Holdings, Inc. (OMF).
Signal8 holds 9 ownership filings by CALDWELL PHYLLIS R, all Form 4s, filed between Sep 23, 2024 and May 1, 2026. Those filings report 13 transactions, from Sep 20, 2024 to Apr 30, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on CALDWELL PHYLLIS R's filings is in LOS ANGELES, CA.
Recent filings by CALDWELL PHYLLIS R
- Apr 30, 2026: Grant or award of JBGS derivative securities (Form 4, code A).
- Mar 16, 2026: Open-market purchase of OCSL shares (Form 4, code P).
- Feb 11, 2026: Grant or award of OMF shares (Form 4, code A).
- Sep 15, 2025: Open-market purchases of OCSL shares (3 lines, Form 4, code P).
- May 7, 2025: Open-market purchase of OCSL shares (Form 4, code P).
Other insiders filing for JBG SMITH Properties (JBGS)
- MUSELES STEVEN A, Chief Legal Off. & Corp. Secy
- MELTON CAROL A, Director
- Stewart Robert Alexander, Director
- SHUMAN D ELLEN, Director
- MULROW WILLIAM J, Director
- Mall Alisa Michelle, Director