Phyllis R Caldwell - Net Worth and Insider Trading

Phyllis R Caldwell Net Worth

The estimated net worth of Phyllis R Caldwell is at least $1 Million dollars as of 2024-11-05. Phyllis R Caldwell is the Director of Onity Group Inc and owns about 34,007 shares of Onity Group Inc (ONIT) stock worth over $1 Million. Phyllis R Caldwell is also the Director of Oaktree Specialty Lending Corp and owns about 13,500 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $210,533. Details can be seen in Phyllis R Caldwell'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 Phyllis R Caldwell has not made any transactions after 2024-09-20 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

Transaction Summary of Phyllis R Caldwell

Phyllis R Caldwell Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Phyllis R Caldwell owns 7 companies in total, including Onity Group Inc (ONIT) , American Capital Senior Floating Ltd (ACSF) , and Oaktree Specialty Lending Corp (OCSL) among others .

Click here to see the complete history of Phyllis R Caldwell’s form 4 insider trades.

Insider Ownership Summary of Phyllis R Caldwell

Ticker	Comapny	Transaction Date	Type of Owner
ONIT	Onity Group Inc	2022-05-26	director
ACSF	American Capital Senior Floating Ltd	2014-11-07	director
OCSL	Oaktree Specialty Lending Corp	2024-09-20	director
		2021-06-01	director
		2021-03-01	director
		2020-12-07	director
		2020-12-07	director

Phyllis R Caldwell Latest Holdings Summary

Phyllis R Caldwell currently owns a total of 2 stocks. Among these stocks, Phyllis R Caldwell owns 34,007 shares of Onity Group Inc (ONIT) as of May 26, 2022, with a value of $1 Million and a weighting of 82.96%. Phyllis R Caldwell also owns 13,500 shares of Oaktree Specialty Lending Corp (OCSL) as of September 20, 2024, with a value of $210,533 and a weighting of 17.04%.

Latest Holdings of Phyllis R Caldwell

Ticker	Comapny	Latest Transaction Date	Shares Owned	Current Price ($)	Current Value ($)
ONIT	Onity Group Inc	2022-05-26	34,007	30.13	1,024,631
OCSL	Oaktree Specialty Lending Corp	2024-09-20	13,500	15.60	210,533

Holding Weightings of Phyllis R Caldwell

Phyllis R Caldwell Form 4 Trading Tracker

According to the SEC Form 4 filings, Phyllis R Caldwell has made a total of 2 transactions in Onity Group Inc (ONIT) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Onity Group Inc is the acquisition of 500 shares on May 26, 2022, which cost Phyllis R Caldwell around $13,465.

According to the SEC Form 4 filings, Phyllis R Caldwell has made a total of 9 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years, including 9 buys and 0 sells. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 1,000 shares on September 20, 2024, which cost Phyllis R Caldwell around $16,010.

Insider Trading History of Phyllis R Caldwell

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.

Phyllis R Caldwell Trading Performance

GuruFocus tracks the stock performance after each of Phyllis R Caldwell's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Phyllis R Caldwell is -3.69%. GuruFocus also compares Phyllis R Caldwell's trading performance to market benchmark return within the same time period. The performance of stocks bought by Phyllis R Caldwell within 3 months outperforms 2 times out of 10 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Phyllis R Caldwell'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 Phyllis R Caldwell

Average Return

Average return per transaction

Outperforming Transactions

4 out of 9 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(%)	-3.69
Relative Return to S&P 500(%)	-3.94

Phyllis R Caldwell Ownership Network

Ownership Network List of Phyllis R Caldwell

No Data

Ownership Network Relation of Phyllis R Caldwell

Phyllis R Caldwell Owned Company Details

What does Onity Group Inc do?

Who are the key executives at Onity Group Inc?

Phyllis R Caldwell is the director of Onity Group Inc. Other key executives at Onity Group Inc include Chief Risk & Compliance Jenna D. Evans , EVP & Chief Financial Officer Sean Bradley O'neil , and director & President and CEO Glen A. Messina .

Onity Group Inc (ONIT) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Onity Group Inc (ONIT) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Onity Group Inc (ONIT) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Onity Group Inc (ONIT)'s detailed insider trading history can be found in Insider Trading Tracker table.

Onity Group Inc Insider Transactions

No Available Data

What does American Capital Senior Floating Ltd do?

Who are the key executives at American Capital Senior Floating Ltd?

Phyllis R Caldwell is the director of American Capital Senior Floating Ltd. Other key executives at American Capital Senior Floating Ltd include Chief Financial Officer Penelope F Roll , Chief Accounting Officer Scott C Lem , and GC & VP and Secretary Ian Fitzgerald .

American Capital Senior Floating Ltd (ACSF) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of American Capital Senior Floating Ltd (ACSF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of American Capital Senior Floating Ltd (ACSF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

American Capital Senior Floating Ltd (ACSF)'s detailed insider trading history can be found in Insider Trading Tracker table.

American Capital Senior Floating Ltd Insider Transactions

No Available Data

What does Oaktree Specialty Lending Corp do?

Who are the key executives at Oaktree Specialty Lending Corp?

Phyllis R Caldwell is the director 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, Phyllis R Caldwell made 3 insider transaction in Oaktree Specialty Lending Corp (OCSL) with a net purchase of 4,334.

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 OneMain Holdings Inc do?

Who are the key executives at OneMain Holdings Inc?

Phyllis R Caldwell is the director of OneMain Holdings Inc. Other key executives at OneMain Holdings Inc include principal accounting officer Michael A Hedlund , EVP and CFO Micah R. Conrad , and director & President and CEO Douglas H. Shulman .

OneMain Holdings Inc (OMF) Insider Trades Summary

Over the past 18 months, Phyllis R Caldwell made no insider transaction in OneMain Holdings Inc (OMF). Other recent insider transactions involving OneMain Holdings Inc (OMF) include a net sale of 20,000 shares made by Micah R. Conrad , a net sale of 44,000 shares made by Douglas H. Shulman , and a net sale of 12,192 shares made by Michael A Hedlund .

In summary, during the past 3 months, insiders sold 46,692 shares of OneMain Holdings Inc (OMF) in total and bought 0 shares, with a net sale of 46,692 shares. During the past 18 months, 76,192 shares of OneMain Holdings Inc (OMF) were sold and 0 shares were bought by its insiders, resulting in a net sale of 76,192 shares.

OneMain Holdings Inc (OMF)'s detailed insider trading history can be found in Insider Trading Tracker table.

OneMain Holdings Inc Insider Transactions

No Available Data

What does JBG SMITH Properties do?

Who are the key executives at JBG SMITH Properties?

Phyllis R Caldwell is the director of JBG SMITH Properties. Other key executives at JBG SMITH Properties include Co-Chief Development Officer Kevin Reynolds , director & Executive Vice Chairman Robert Alexander Stewart , and EVP & HEAD OF CAPITAL MARKETS Madhumita Moina Banerjee .

JBG SMITH Properties (JBGS) Insider Trades Summary

Over the past 18 months, Phyllis R Caldwell made no insider transaction in JBG SMITH Properties (JBGS). Other recent insider transactions involving JBG SMITH Properties (JBGS) include a net sale of 36,000 shares made by Kevin Reynolds , a net purchase of 30,000 shares made by Robert Alexander Stewart , and a net sale of 16,901 shares made by Madhumita Moina Banerjee .

In summary, during the past 3 months, insiders sold 27,525 shares of JBG SMITH Properties (JBGS) in total and bought 0 shares, with a net sale of 27,525 shares. During the past 18 months, 72,426 shares of JBG SMITH Properties (JBGS) were sold and 30,000 shares were bought by its insiders, resulting in a net sale of 42,426 shares.

JBG SMITH Properties (JBGS)'s detailed insider trading history can be found in Insider Trading Tracker table.

JBG SMITH Properties Insider Transactions

No Available Data

What does Berkshire Grey Inc do?

Who are the key executives at Berkshire Grey Inc?

Phyllis R Caldwell is the director of Berkshire Grey Inc. Other key executives at Berkshire Grey Inc include 10 percent owner Svf Ii Bg (de) Llc , 10 percent owner Softbank Group Corp , and director & Chief Executive Officer Thomas Anderson Wagner .

Berkshire Grey Inc (BGRY) Insider Trades Summary

Over the past 18 months, Phyllis R Caldwell made no insider transaction in Berkshire Grey Inc (BGRY). Other recent insider transactions involving Berkshire Grey Inc (BGRY) include a net sale of 65,567,317 shares made by Svf Ii Bg (de) Llc ,

In summary, during the past 3 months, insiders sold 0 shares of Berkshire Grey Inc (BGRY) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 65,567,317 shares of Berkshire Grey Inc (BGRY) were sold and 0 shares were bought by its insiders, resulting in a net sale of 65,567,317 shares.

Berkshire Grey Inc (BGRY)'s detailed insider trading history can be found in Insider Trading Tracker table.

Berkshire Grey Inc Insider Transactions

No Available Data

What does Revolution Acceleration Acquisition Corp do?

Who are the key executives at Revolution Acceleration Acquisition Corp?

Phyllis R Caldwell is the director of Revolution Acceleration Acquisition Corp. Other key executives at Revolution Acceleration Acquisition Corp include 10 percent owner Softbank Group Corp , director & Chief Executive Officer Thomas Anderson Wagner , and See Remarks Steven Jay Johnson .

Revolution Acceleration Acquisition Corp (RAACU) Insider Trades Summary

In summary, during the past 3 months, insiders sold 0 shares of Revolution Acceleration Acquisition Corp (RAACU) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Revolution Acceleration Acquisition Corp (RAACU) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.

Revolution Acceleration Acquisition Corp (RAACU)'s detailed insider trading history can be found in Insider Trading Tracker table.

Revolution Acceleration Acquisition Corp Insider Transactions

No Available Data

Phyllis R Caldwell Mailing Address

Above is the net worth, insider trading, and ownership report for Phyllis R Caldwell. You might contact Phyllis R Caldwell via mailing address: American Capital, Ltd., 2 Bethesda Metro Center, 12th Floor, Bethesda Md 20814.

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.