Bernard D Berman - Net Worth and Insider Trading
Bernard D Berman Net Worth
The estimated net worth of Bernard D Berman is at least $986,198 dollars as of 2024-11-05. Bernard D Berman is the CEO of Oaktree Strategic Income Corp and owns about 94,027 shares of Oaktree Strategic Income Corp (OCSI) stock worth over $799,230. Bernard D Berman is also the CEO of Oaktree Specialty Lending Corp and owns about 11,989 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $186,968. Details can be seen in Bernard D Berman'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 Bernard D Berman has not made any transactions after 2017-09-29 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Bernard D Berman
Bernard D Berman Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Bernard D Berman owns 3 companies in total, including Fifth Street Asset Management Inc (FSAM) , Oaktree Specialty Lending Corp (OCSL) , and Oaktree Strategic Income Corp (OCSI) .
Click here to see the complete history of Bernard D Berman’s form 4 insider trades.
Insider Ownership Summary of Bernard D Berman
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| FSAM | Fifth Street Asset Management Inc | 2017-10-26 | 10 percent owner & President and CCO |
| OCSL | Oaktree Specialty Lending Corp | 2017-09-29 | Executive Vice President & Sec |
| OCSI | Oaktree Strategic Income Corp | 2017-09-29 | director & Chief Executive Officer |
Bernard D Berman Latest Holdings Summary
Bernard D Berman currently owns a total of 2 stocks. Among these stocks, Bernard D Berman owns 94,027 shares of Oaktree Strategic Income Corp (OCSI) as of September 29, 2017, with a value of $799,230 and a weighting of 81.04%. Bernard D Berman also owns 11,989 shares of Oaktree Specialty Lending Corp (OCSL) as of September 29, 2017, with a value of $186,968 and a weighting of 18.96%.
Latest Holdings of Bernard D Berman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| OCSI | Oaktree Strategic Income Corp | 2017-09-29 | 94,027 | 8.50 | 799,230 |
| OCSL | Oaktree Specialty Lending Corp | 2017-09-29 | 11,989 | 15.60 | 186,968 |
Holding Weightings of Bernard D Berman
Bernard D Berman Form 4 Trading Tracker
According to the SEC Form 4 filings, Bernard D Berman 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 sale of 7,473 shares on September 29, 2017, which brought Bernard D Berman around $65,762.
According to the SEC Form 4 filings, Bernard D Berman 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 sale of 6,667 shares on September 29, 2017, which brought Bernard D Berman around $108,600.
Insider Trading History of Bernard D Berman
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Bernard D Berman Trading Performance
GuruFocus tracks the stock performance after each of Bernard D Berman's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Bernard D Berman is -0.21%. GuruFocus also compares Bernard D Berman's trading performance to market benchmark return within the same time period. The performance of stocks bought by Bernard D Berman within 3 months outperforms 11 times out of 32 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Bernard D Berman's insider trading performs compared to the benchmark.
Performance of Bernard D Berman
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1.37 | | | | | |
| Relative Return to S&P 500(%) | 0.22 | | | | | |
Bernard D Berman Ownership Network
Ownership Network List of Bernard D Berman
Ownership Network Relation of Bernard D Berman
Bernard D Berman Owned Company Details
What does Fifth Street Asset Management Inc do?
Who are the key executives at Fifth Street Asset Management Inc?
Bernard D Berman is the 10 percent owner & President and CCO of Fifth Street Asset Management Inc. Other key executives at Fifth Street Asset Management Inc include director & 10 percent owner & CEO Leonard M Tannenbaum , Co-President Patrick J Dalton , 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
Bernard D Berman Mailing Address
Above is the net worth, insider trading, and ownership report for Bernard D Berman. You might contact Bernard D Berman via mailing address: 525 Okeechobee Blvd, Suite 1770, West Palm Beach Fl 33401.
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