Leonard M Tannenbaum - Net Worth and Insider Trading
Leonard M Tannenbaum Net Worth
The estimated net worth of Leonard M Tannenbaum is at least $205 Million dollars as of 2024-11-05. Leonard M Tannenbaum is the Former 10% Owner (See Remarks) of Oaktree Specialty Lending Corp and owns about 5,546,448 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $86 Million. Leonard M Tannenbaum is the 10% Owner of Oaktree Strategic Income Corp and owns about 6,261,805 shares of Oaktree Strategic Income Corp (OCSI) stock worth over $53 Million. Leonard M Tannenbaum is also the Executive Chairman; CIO, 10% Owner of Advanced Flower Capital Inc and owns about 4,028,568 shares of Advanced Flower Capital Inc (AFCG) stock worth over $39 Million. Besides these, Leonard M Tannenbaum also holds Sunrise Realty Trust Inc (SUNS) . Details can be seen in Leonard M Tannenbaum'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 Leonard M Tannenbaum has not made any transactions after 2024-08-30 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Leonard M Tannenbaum
Leonard M Tannenbaum Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Leonard M Tannenbaum 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 Leonard M Tannenbaum’s form 4 insider trades.
Insider Ownership Summary of Leonard M Tannenbaum
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| OCSL | Oaktree Specialty Lending Corp | 2021-12-30 | director & CEO and President |
| OCSI | Oaktree Strategic Income Corp | 2020-12-01 | 10 percent owner |
| FSAM | Fifth Street Asset Management Inc | 2017-10-26 | director & 10 percent owner & CEO |
 | | 2024-06-06 | director & 10 percent owner & Chief Executive Officer |
Leonard M Tannenbaum Latest Holdings Summary
Leonard M Tannenbaum currently owns a total of 4 stocks. Among these stocks, Leonard M Tannenbaum owns 5,546,448 shares of Oaktree Specialty Lending Corp (OCSL) as of December 30, 2021, with a value of $86 Million and a weighting of 42.29%. Leonard M Tannenbaum owns 6,261,805 shares of Oaktree Strategic Income Corp (OCSI) as of December 1, 2020, with a value of $53 Million and a weighting of 26.03%. Leonard M Tannenbaum also owns 4,028,568 shares of Advanced Flower Capital Inc (AFCG) as of June 6, 2024, with a value of $39 Million and a weighting of 19.15%. The other 1 stocks Sunrise Realty Trust Inc (SUNS) have a combined weighting of 12.53% among all his current holdings.
Latest Holdings of Leonard M Tannenbaum
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| OCSL | Oaktree Specialty Lending Corp | 2021-12-30 | 5,546,448 | 15.60 | 86,496,857 |
| OCSI | Oaktree Strategic Income Corp | 2020-12-01 | 6,261,805 | 8.50 | 53,225,343 |
| AFCG | Advanced Flower Capital Inc | 2024-06-06 | 4,028,568 | 9.72 | 39,157,681 |
| SUNS | Sunrise Realty Trust Inc | 2024-08-30 | 1,791,429 | 14.31 | 25,635,349 |
Holding Weightings of Leonard M Tannenbaum
Leonard M Tannenbaum Form 4 Trading Tracker
According to the SEC Form 4 filings, Leonard M Tannenbaum has made a total of 51 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years, including 0 buys and 51 sells. The most-recent trade in Oaktree Specialty Lending Corp is the sale of 161,651 shares on December 30, 2021, which brought Leonard M Tannenbaum around $4 Million.
According to the SEC Form 4 filings, Leonard M Tannenbaum has made a total of 21 transactions in Oaktree Strategic Income Corp (OCSI) over the past 5 years, including 0 buys and 21 sells. The most-recent trade in Oaktree Strategic Income Corp is the sale of 400 shares on December 1, 2020, which brought Leonard M Tannenbaum around $3,120.
According to the SEC Form 4 filings, Leonard M Tannenbaum has made a total of 8 transactions in Advanced Flower Capital Inc (AFCG) over the past 5 years, including 8 buys and 0 sells. The most-recent trade in Advanced Flower Capital Inc is the acquisition of 88,835 shares on June 6, 2024, which cost Leonard M Tannenbaum around $1 Million.
More details on Leonard M Tannenbaum's insider transactions can be found in the Insider Trading History of Leonard M Tannenbaum table.Insider Trading History of Leonard M Tannenbaum
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Leonard M Tannenbaum Trading Performance
GuruFocus tracks the stock performance after each of Leonard M Tannenbaum's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Leonard M Tannenbaum is 1.14%. GuruFocus also compares Leonard M Tannenbaum's trading performance to market benchmark return within the same time period. The performance of stocks bought by Leonard M Tannenbaum within 3 months outperforms 24 times out of 69 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Leonard M Tannenbaum's insider trading performs compared to the benchmark.
Performance of Leonard M Tannenbaum
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.98 | | | | | |
| Relative Return to S&P 500(%) | 0.67 | | | | | |
Leonard M Tannenbaum Ownership Network
Ownership Network List of Leonard M Tannenbaum
Ownership Network Relation of Leonard M Tannenbaum
Leonard M Tannenbaum Owned Company Details
What does Oaktree Specialty Lending Corp do?
Who are the key executives at Oaktree Specialty Lending Corp?
Leonard M Tannenbaum is the director & CEO and President 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, Leonard M Tannenbaum 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
Leonard M Tannenbaum Mailing Address
Above is the net worth, insider trading, and ownership report for Leonard M Tannenbaum. You might contact Leonard M Tannenbaum via mailing address: 525 Okeechobee Blvd., Suite 1770, West Palm Beach Fl 33401.
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