Welcome to our dedicated page for Oaktree Specialty SEC filings (Ticker: OCSL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Oaktree Specialty Lending Corporation filings document the public reporting of a Nasdaq-listed business development company with common stock registered under Section 12(b). The record includes 8-K reports furnishing quarterly and annual financial results, earnings presentations and exhibits that describe NAV, investment income, portfolio activity, distributions, debt, leverage and related balance-sheet measures.
Proxy materials and voting reports cover board elections, auditor ratification, annual and special meeting matters and stockholder voting results. Other material-event filings address officer appointments and governance changes, while cover-page and exhibit disclosures identify the company's common stock, exchange listing and formal filing attachments.
Oaktree Specialty Lending Corporation files its annual report describing a specialty finance business focused on customized credit to middle‑market companies. The company operates as a closed‑end Business Development Company and a regulated investment company, externally managed by Oaktree Fund Advisors.
As of September 30, 2025, its investment portfolio totaled $2.8 billion at fair value across 143 portfolio companies, with 94.6% in debt investments and 85.9% in senior secured loans. The weighted average annual yield was 9.8% on debt investments and 9.4% on total investments.
Oaktree Specialty Lending targets a long‑term debt‑to‑equity ratio of 0.90x to 1.25x and reported net debt to equity of 0.97x as of September 30, 2025. The company also highlights joint venture exposures through Senior Loan Fund JV I and OCSI Glick JV, and notes 88,085,523 common shares outstanding as of November 14, 2025.
Oaktree Specialty Lending Corporation appointed Brett McKeone as Chief Operating Officer, effective December 31, 2025. McKeone, 48, is a managing director within Oaktree’s Global Private Debt strategy and has been with Oaktree since 2007. His prior experience includes roles at Deloitte Consulting’s Strategy and Operations practice and Exxon Mobil. He holds M.S. and B.S. degrees in mechanical engineering from MIT, an M.B.A. from UCLA Anderson, and is a CFA charterholder. The company states he has no family relationships with current directors or executive officers and no transactions requiring disclosure under Item 404(a).
Phyllis R. Caldwell, a director of Oaktree Specialty Lending Corp (OCSL), reported purchases on 09/15/2025 totaling 3,000 shares of common stock at prices ranging from $13.1884 to $13.1999. After these transactions she beneficially owned 21,000 shares. The Form 4 was signed by an attorney-in-fact on 09/16/2025.