Patrick J Dalton - Net Worth and Insider Trading

Patrick J Dalton Net Worth

The estimated net worth of Patrick J Dalton is at least $338,135 dollars as of 2024-11-05. Patrick J Dalton is the President & COO of MidCap Financial Investment Corp and owns about 9,400 shares of MidCap Financial Investment Corp (MFIC) stock worth over $123,422. Patrick J Dalton is the CEO of Oaktree Specialty Lending Corp and owns about 7,500 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $116,963. Patrick J Dalton is also the CEO of Oaktree Strategic Income Corp and owns about 11,500 shares of Oaktree Strategic Income Corp (OCSI) stock worth over $97,750. Details can be seen in Patrick J Dalton's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Patrick J Dalton has not made any transactions after 2017-02-14 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Patrick J Dalton

Patrick J Dalton Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Patrick J Dalton owns 4 companies in total, including Oaktree Specialty Lending Corp (OCSL) , Oaktree Strategic Income Corp (OCSI) , and Fifth Street Asset Management Inc (FSAM) among others .

Click here to see the complete history of Patrick J Dalton’s form 4 insider trades.

Insider Ownership Summary of Patrick J Dalton

Ticker	Comapny	Transaction Date	Type of Owner
OCSL	Oaktree Specialty Lending Corp	2017-02-14	director & Chief Executive Officer
OCSI	Oaktree Strategic Income Corp	2017-02-14	director & Chief Executive Officer
FSAM	Fifth Street Asset Management Inc	2017-01-03	Co-President
		2010-04-28	Executive Vice President

Patrick J Dalton Latest Holdings Summary

Patrick J Dalton currently owns a total of 3 stocks. Among these stocks, Patrick J Dalton owns 9,400 shares of MidCap Financial Investment Corp (MFIC) as of April 28, 2010, with a value of $123,422 and a weighting of 36.5%. Patrick J Dalton owns 7,500 shares of Oaktree Specialty Lending Corp (OCSL) as of February 14, 2017, with a value of $116,963 and a weighting of 34.59%. Patrick J Dalton also owns 11,500 shares of Oaktree Strategic Income Corp (OCSI) as of February 14, 2017, with a value of $97,750 and a weighting of 28.91%.

Latest Holdings of Patrick J Dalton

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
MFIC	MidCap Financial Investment Corp	2010-04-28	9,400	13.13	123,422
OCSL	Oaktree Specialty Lending Corp	2017-02-14	7,500	15.60	116,963
OCSI	Oaktree Strategic Income Corp	2017-02-14	11,500	8.50	97,750

Holding Weightings of Patrick J Dalton

Patrick J Dalton Form 4 Trading Tracker

According to the SEC Form 4 filings, Patrick J Dalton has made a total of 0 transactions in MidCap Financial Investment Corp (MFIC) over the past 5 years. The most-recent trade in MidCap Financial Investment Corp is the acquisition of 1,667 shares on April 28, 2010, which cost Patrick J Dalton around $61,000.

According to the SEC Form 4 filings, Patrick J Dalton has made a total of 0 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 7,500 shares on February 14, 2017, which cost Patrick J Dalton around $102,825.

According to the SEC Form 4 filings, Patrick J Dalton has made a total of 0 transactions in Oaktree Strategic Income Corp (OCSI) over the past 5 years. The most-recent trade in Oaktree Strategic Income Corp is the acquisition of 11,500 shares on February 14, 2017, which cost Patrick J Dalton around $102,120.

Insider Trading History of Patrick J Dalton

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.

Total 0

Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Patrick J Dalton Trading Performance

GuruFocus tracks the stock performance after each of Patrick J Dalton's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Patrick J Dalton is -5.15%. GuruFocus also compares Patrick J Dalton's trading performance to market benchmark return within the same time period. The performance of stocks bought by Patrick J Dalton within 3 months outperforms 1 times out of 8 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Patrick J Dalton's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Patrick J Dalton

Average Return

Average return per transaction

Outperforming Transactions

2 out of 8 outperforming transactions.

Each transaction is measured over a period and compared to .

	1 Month	3 Months	6 Months	1 Year	2 Years	3 Years
Return(%)	-8.39
Relative Return to S&P 500(%)	-9.92

Patrick J Dalton Ownership Network

Ownership Network List of Patrick J Dalton

No Data

Ownership Network Relation of Patrick J Dalton

Patrick J Dalton Owned Company Details

What does Oaktree Specialty Lending Corp do?

Who are the key executives at Oaktree Specialty Lending Corp?

Patrick J Dalton is the director & Chief Executive 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, Patrick J Dalton 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 4,334 shares made by Phyllis R Caldwell ,

In summary, during the past 3 months, insiders sold 0 shares of Oaktree Specialty Lending Corp (OCSL) in total and bought 2,334 shares, with a net purchase of 2,334 shares. During the past 18 months, 0 shares of Oaktree Specialty Lending Corp (OCSL) were sold and 4,334 shares were bought by its insiders, resulting in a net purchase of 4,334 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

No Available Data

What does Oaktree Strategic Income Corp do?

Who are the key executives at Oaktree Strategic Income Corp?

Patrick J Dalton is the director & Chief Executive Officer of Oaktree Strategic Income Corp. Other key executives at Oaktree Strategic Income Corp include 10 percent owner Leonard M Tannenbaum , Chief Executive Officer Armen Panossian , and President and COO Mathew Pendo .

Oaktree Strategic Income Corp (OCSI) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Oaktree Strategic Income Corp (OCSI) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Oaktree Strategic Income Corp (OCSI) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Oaktree Strategic Income Corp (OCSI)'s detailed insider trading history can be found in Insider Trading Tracker table.

Oaktree Strategic Income Corp Insider Transactions

No Available Data

What does Fifth Street Asset Management Inc do?

Who are the key executives at Fifth Street Asset Management Inc?

Patrick J Dalton is the Co-President of Fifth Street Asset Management Inc. Other key executives at Fifth Street Asset Management Inc include 10 percent owner & President and CCO Bernard D Berman , director & 10 percent owner & CEO Leonard M Tannenbaum , and other: Former CIO Ivelin M. Dimitrov .

Fifth Street Asset Management Inc (FSAM) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Fifth Street Asset Management Inc (FSAM) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Fifth Street Asset Management Inc (FSAM) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Fifth Street Asset Management Inc (FSAM)'s detailed insider trading history can be found in Insider Trading Tracker table.

Fifth Street Asset Management Inc Insider Transactions

No Available Data

What does MidCap Financial Investment Corp do?

Who are the key executives at MidCap Financial Investment Corp?

Patrick J Dalton is the Executive Vice President of MidCap Financial Investment Corp. Other key executives at MidCap Financial Investment Corp include Chief Compliance Officer Ryan Delgiudice , Chief Executive Officer Tanner Powell , and President Mcnulty Ted Aymond Jr. .

MidCap Financial Investment Corp (MFIC) Insider Trades Summary

Over the past 18 months, Patrick J Dalton made no insider transaction in MidCap Financial Investment Corp (MFIC). Other recent insider transactions involving MidCap Financial Investment Corp (MFIC) include a net purchase of 1,000 shares made by Emanuel R Pearlman ,

In summary, during the past 3 months, insiders sold 0 shares of MidCap Financial Investment Corp (MFIC) in total and bought 1,000 shares, with a net purchase of 1,000 shares. During the past 18 months, 0 shares of MidCap Financial Investment Corp (MFIC) were sold and 1,000 shares were bought by its insiders, resulting in a net purchase of 1,000 shares.

MidCap Financial Investment Corp (MFIC)'s detailed insider trading history can be found in Insider Trading Tracker table.

MidCap Financial Investment Corp Insider Transactions

No Available Data

Patrick J Dalton Mailing Address

Above is the net worth, insider trading, and ownership report for Patrick J Dalton. You might contact Patrick J Dalton via mailing address: Apollo Investment Corporation, 9 West 57th Street, 14th Floor, New York Ny 10019.

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