Patrick J Dalton - Net Worth and Insider Trading
Patrick J Dalton Net Worth
The estimated net worth of Patrick J Dalton is at least $684,125 dollars as of 2024-04-25. Patrick J Dalton is the CEO of Oaktree Specialty Lending Corp and owns about 22,500 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $443,025. 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 $143,350. 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 assumption that Patrick J Dalton has not made any transactions after 2017-02-14 and currently still holds the listed stock(s).
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 |
| MFIC | MidCap Financial Investment Corp | 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 22,500 shares of Oaktree Specialty Lending Corp (OCSL) as of February 14, 2017, with a value of $443,025 and a weighting of 64.76%. Patrick J Dalton owns 9,400 shares of MidCap Financial Investment Corp (MFIC) as of April 28, 2010, with a value of $143,350 and a weighting of 20.95%. Patrick J Dalton also owns 11,500 shares of Oaktree Strategic Income Corp (OCSI) as of February 14, 2017, with a value of $97,750 and a weighting of 14.29%.
Latest Holdings of Patrick J Dalton
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| OCSL | Oaktree Specialty Lending Corp | 2017-02-14 | 22,500 | 19.69 | 443,025 |
| MFIC | MidCap Financial Investment Corp | 2010-04-28 | 9,400 | 15.25 | 143,350 |
| 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 Oaktree Specialty Lending Corp (OCSL) over the past 5 years. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 22,500 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 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 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
0.47%
Outperforming Transactions
25%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -8.39 | -5.15 | 11.66 | 0.47 | -5.47 | -6.32 |
| Relative Return to S&P 500(%) | -9.92 | -6.87 | 6.83 | -0.11 | -8.58 | -12.45 |
Patrick J Dalton Ownership Network
Ownership Network List of Patrick J Dalton
Ownership Network Relation of Patrick J Dalton
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 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 (OCSL) 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 (OCSL) were sold and 14,480 shares were bought by its insiders, resulting in a net purchase of 14,480 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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