Welcome to our dedicated page for OCTAVE SPECIALTY GROUP SEC filings (Ticker: OSG), 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.
Octave Specialty Group, Inc. filings document the formal disclosure record for a specialty insurance company built around insurance distribution and underwriting businesses. Form 8-K reports cover quarterly results, P&C premium production, commission income, and segment commentary for Insurance Distribution and Everspan. Other current reports disclose material definitive agreements, including amendments to credit arrangements involving Octave subsidiaries and ArmadaCare-related borrowers.
Proxy filings cover annual meeting procedures, shareholder voting matters, board governance, and executive compensation. The record also includes capital-structure and governance disclosures for Octave common stock.
Octave Specialty Group Inc. Chief Executive Officer Claude LeBlanc reported equity compensation activity tied to his 2025 Long Term Incentive Plan. On July 9, 2026, 39,380 restricted stock units vested and were converted into common shares, with 21,777 shares withheld by the company at $6.08 per share to cover tax obligations. Following these transactions, LeBlanc holds 1,065,234 shares of common stock directly and 480,832 restricted stock units that remain outstanding and subject to future vesting through July 2028.
Octave Specialty Group Inc. executive Sharon R. Smith, Exec VP & Group COO, acquired common stock through the vesting and settlement of 11,779 Restricted Stock Units (RSUs) under her 2025 Long Term Incentive Plan. To cover tax obligations, 4,635 of the resulting shares were withheld by the company. Following these transactions, she holds 156,326 shares of common stock directly and 132,093 RSUs, which continue to vest in three equal annual installments on July 9, 2026, July 9, 2027, and July 9, 2028.
Octave Specialty Group Inc. executive vice president, CFO and treasurer David Trick reported routine equity compensation activity tied to his 2025 Long Term Incentive Plan. On July 9, 2026, 13,206 Restricted Stock Units vested and were settled into common shares, and 6,741 shares were withheld by the company at $6.08 per share to satisfy tax withholding obligations. Following these transactions, Trick directly holds 267,096 shares of common stock and 124,978 RSUs. The RSU award vests in three equal annual installments on July 9, 2026, July 9, 2027, and July 9, 2028.
Octave Specialty Group Inc. director Jeffrey Scott Stein received a grant of 6,500 restricted stock units (RSUs) linked to the company’s common stock. Each RSU represents a contingent right to receive one share of common stock, providing equity-based compensation rather than cash.
The RSUs were granted on July 1, 2026 and are scheduled to vest one year later on July 1, 2027. Once vested, they will convert into common shares when Stein leaves the Board of Directors or if a change of control of the company occurs. After this grant, his reported direct RSU holdings total 22,591 units.
Octave Specialty Group director Michael D. Price received a grant of 6,500 restricted stock units (RSUs) on July 1, 2026. Each RSU represents a contingent right to one share of common stock at no purchase price. These RSUs vest on July 1, 2027 and will convert into shares when he leaves the Board or if there is a change of control of the company. Following this grant, he directly holds 22,591 RSUs tied to Octave Specialty Group common stock.
Matus Kristi Ann reported acquisition or exercise transactions in this Form 4 filing.
Octave Specialty Group Inc director Kristi Ann Matus received a grant of 6,500 Restricted Stock Units (RSUs) on July 1, 2026. Each RSU represents a contingent right to receive one share of common stock. Following this award, she holds 22,591 shares-related units directly.
The RSUs granted on July 1, 2026 will vest on July 1, 2027. Once vested, they will settle into common shares when she leaves the Board of Directors or if there is a change of control of the company.
Octave Specialty Group Inc director Joan M. LammTennant received a grant of 6,500 Restricted Stock Units on July 1, 2026. Each RSU represents a contingent right to one share of common stock. After this award, she holds 22,591 RSUs directly.
The RSUs granted on July 1, 2026 are scheduled to vest on July 1, 2027. Once vested, they will convert into common shares when she leaves the Board of Directors or if there is a change of control at the company.
Octave Specialty Group director Lisa G. Iglesias received a grant of 6,500 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of Octave Specialty Group, Inc. common stock. Following this award, her reported direct RSU holdings increased to 22,591 units.
The RSUs granted on July 1, 2026 will vest on July 1, 2027. Once vested, they convert into common shares upon the earlier of the vesting date, the date she leaves the Board of Directors, or a change of control of the company. This is a compensation-related, non-cash equity award rather than an open-market stock purchase or sale.
Octave Specialty Group Inc. director Ian David Haft received a grant of 6,500 restricted stock units on July 1, 2026. Each RSU represents a contingent right to one share of common stock. The RSUs vest on July 1, 2027 and will convert into shares when he leaves the Board. Following this grant, Haft holds 22,591 common-share-equivalent units directly.
Octave Specialty Group, Inc. held its annual meeting of stockholders on May 28, 2026, with 36,679,356 shares represented, about 81% of the 45,013,592 common shares entitled to vote. Stockholders elected seven directors to terms expiring at the 2027 annual meeting. They also approved, on an advisory basis, the compensation of named executive officers, ratified Ernst & Young LLP as independent auditor for the year ending December 31, 2026, and approved the Company’s 2026 Incentive Compensation Plan.