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 2024-03-28. Phyllis R Caldwell is the Director of Ocwen Financial Corp and owns about 34,007 shares of Ocwen Financial Corp (OCN) stock worth over $918,529. Phyllis R Caldwell is also the Director of Oaktree Specialty Lending Corp and owns about 11,166 shares of Oaktree Specialty Lending Corp (OCSL) stock worth over $219,412. 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 assumption that Phyllis R Caldwell has not made any transactions after 2024-02-12 and currently still holds the listed stock(s).

Transaction Summary of Phyllis R Caldwell

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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 Ocwen Financial Corp () , American Capital Senior Floating Ltd () , and Oaktree Specialty Lending Corp () 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
Ocwen Financial Corp 2022-05-26 director
American Capital Senior Floating Ltd 2014-11-07 director
Oaktree Specialty Lending Corp 2024-02-12 director
OneMain Holdings Inc 2021-06-01 director
JBG SMITH Properties 2021-03-01 director
Berkshire Grey Inc 2020-12-07 director
Revolution Acceleration Acquisition Corp 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 Ocwen Financial Corp (OCN) as of May 26, 2022, with a value of $918,529 and a weighting of 80.72%. Phyllis R Caldwell also owns 11,166 shares of Oaktree Specialty Lending Corp (OCSL) as of February 12, 2024, with a value of $219,412 and a weighting of 19.28%.

Latest Holdings of Phyllis R Caldwell

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
OCN Ocwen Financial Corp 2022-05-26 34,007 27.01 918,529
OCSL Oaktree Specialty Lending Corp 2024-02-12 11,166 19.65 219,412

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 3 transactions in Ocwen Financial Corp (OCN) over the past 5 years, including 3 buys and 0 sells. The most-recent trade in Ocwen Financial Corp 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 7 transactions in Oaktree Specialty Lending Corp (OCSL) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in Oaktree Specialty Lending Corp is the acquisition of 2,000 shares on February 12, 2024, which cost Phyllis R Caldwell around $40,140.

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
  • 1
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 9 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 Relative Return

5.01%

Average relative return per transaction

Outperforming Transactions

44%

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
Relative Return(%) -4.97 -3.69 2 5.01 16.79 13.15
Relative Return to S&P 500(%) -4.65 -7.44 -5.85 -10.76 -5.08 1.83

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 Ocwen Financial Corp do?

Who are the key executives at Ocwen Financial Corp?

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

Ocwen Financial Corp () Insider Trades Summary

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

Ocwen Financial Corp ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Ocwen Financial 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.

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