Bernard D Berman - Net Worth and Insider Trading
Bernard D Berman Net Worth
The estimated net worth of Bernard D Berman is at least $1 Million dollars as of 2024-06-24. 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 $226,113. 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 assumption that Bernard D Berman has not made any transactions after 2017-09-29 and currently still holds the listed stock(s).
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 77.95%. Bernard D Berman also owns 11,989 shares of Oaktree Specialty Lending Corp (OCSL) as of September 29, 2017, with a value of $226,113 and a weighting of 22.05%.
Latest Holdings of Bernard D Berman
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | 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 | 18.86 | 226,113 |
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
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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