Patrick J Dalton - Net Worth and Insider Trading
Patrick J Dalton Net Worth
The estimated net worth of Patrick J Dalton is at least $349,248 dollars as of 2024-09-13. 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 $128,498. 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 $123,000. 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 $128,498 and a weighting of 36.79%. Patrick J Dalton owns 7,500 shares of Oaktree Specialty Lending Corp (OCSL) as of February 14, 2017, with a value of $123,000 and a weighting of 35.22%. Patrick J Dalton also owns 11,500 shares of Oaktree Strategic Income Corp (OCSI) as of February 14, 2017, with a value of $97,750 and a weighting of 27.99%.
Latest Holdings of Patrick J Dalton
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| MFIC | MidCap Financial Investment Corp | 2010-04-28 | 9,400 | 13.67 | 128,498 |
| OCSL | Oaktree Specialty Lending Corp | 2017-02-14 | 7,500 | 16.40 | 123,000 |
| 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
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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.
Performance of Patrick J Dalton
Average Return
Outperforming Transactions
| 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
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 4,834 shares made by Phyllis R Caldwell , a net purchase of 1,000 shares made by Christopher Mckown , and a net purchase of 500 shares made by Matthew Stewart .
In summary, during the past 3 months, insiders sold 0 shares of Oaktree Specialty Lending Corp (OCSL) in total and bought 1,334 shares, with a net purchase of 1,334 shares. During the past 18 months, 0 shares of Oaktree Specialty Lending Corp (OCSL) were sold and 6,334 shares were bought by its insiders, resulting in a net purchase of 6,334 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
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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