Leonard M Tannenbaum - Net Worth and Insider Trading
Leonard M Tannenbaum Net Worth
The estimated net worth of Leonard M Tannenbaum is at least $425 Million dollars as of 2024-04-25. Leonard M Tannenbaum is the Former 10% Owner (See Remarks) of Oaktree Specialty Lending Corp and owns about 16,639,362 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $328 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 CEO, 10% Owner of AFC Gamma Inc and owns about 3,794,434 shares of AFC Gamma Inc (AFCG) stock worth over $44 Million. 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 assumption that Leonard M Tannenbaum has not made any transactions after 2023-05-15 and currently still holds the listed stock(s).
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 () , Oaktree Strategic Income Corp () , and Fifth Street Asset Management Inc () 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 |
|---|---|---|---|
| Oaktree Specialty Lending Corp | 2021-12-30 | director & CEO and President | |
| Oaktree Strategic Income Corp | 2020-12-01 | 10 percent owner | |
| Fifth Street Asset Management Inc | 2017-10-26 | director & 10 percent owner & CEO | |
| AFC Gamma Inc | 2023-05-15 | director & 10 percent owner & Chief Executive Officer |
Leonard M Tannenbaum Latest Holdings Summary
Leonard M Tannenbaum currently owns a total of 3 stocks. Among these stocks, Leonard M Tannenbaum owns 16,639,362 shares of Oaktree Specialty Lending Corp (OCSL) as of December 30, 2021, with a value of $328 Million and a weighting of 77.06%. 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 12.52%. Leonard M Tannenbaum also owns 3,794,434 shares of AFC Gamma Inc (AFCG) as of May 15, 2023, with a value of $44 Million and a weighting of 10.42%.
Latest Holdings of Leonard M Tannenbaum
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| OCSL | Oaktree Specialty Lending Corp | 2021-12-30 | 16,639,362 | 19.69 | 327,629,038 |
| OCSI | Oaktree Strategic Income Corp | 2020-12-01 | 6,261,805 | 8.50 | 53,225,343 |
| AFCG | AFC Gamma Inc | 2023-05-15 | 3,794,434 | 11.68 | 44,300,017 |
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 70 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years, including 0 buys and 70 sells. The most-recent trade in Oaktree Specialty Lending Corp is the sale of 484,954 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 31 transactions in Oaktree Strategic Income Corp (OCSI) over the past 5 years, including 0 buys and 31 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 7 transactions in AFC Gamma Inc (AFCG) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in AFC Gamma Inc is the acquisition of 51,309 shares on May 15, 2023, which cost Leonard M Tannenbaum around $536,179.
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 0.57%. 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 21 times out of 66 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
-3.04%
Outperforming Transactions
34%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 1 | 0.57 | 3.9 | -3.04 | -5.59 | -7.06 |
| Relative Return to S&P 500(%) | -0.36 | -3.31 | -4.65 | -18.34 | -17.49 | -17.43 |
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 () Insider Trades Summary
Over the past 18 months, Leonard M Tannenbaum made no insider transaction in Oaktree Specialty Lending Corp (). Other recent insider transactions involving Oaktree Specialty Lending Corp () include a net purchase of 11,300 shares made by Phyllis R Caldwell , a net purchase of 1,000 shares made by Christopher Mckown , and a net purchase of 1,000 shares made by Ashley Pak .
In summary, during the past 3 months, insiders sold 0 shares of Oaktree Specialty Lending Corp () in total and bought 2,000 shares, with a net purchase of 2,000 shares. During the past 18 months, 0 shares of Oaktree Specialty Lending Corp () were sold and 14,480 shares were bought by its insiders, resulting in a net purchase of 14,480 shares.
Oaktree Specialty Lending Corp ()'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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