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.
This page provides access to SEC filings historically associated with the symbol OSG, including documents filed by Octave Specialty Group, Inc. and, in earlier periods, filings referenced in connection with Overseas Shipholding Group, Inc. These filings can include current reports on Form 8-K, annual and quarterly reports, and transaction-related materials.
An example of a filing for Octave Specialty Group, Inc. is a Form 8-K that identifies Octave Specialty Group, Inc. as the registrant and Ambac Financial Group, Inc. as a former name. The filing explains that on October 31, 2025, Octave Specialty Group completed its previously announced acquisition of Armada Corp Capital, LLC pursuant to a membership interest purchase agreement, with total consideration paid in cash and financed in part with borrowings. The Form 8-K also lists exhibits that include unaudited consolidated financial statements of ArmadaCorp Capital, LLC and subsidiaries for specified periods, audited consolidated financial statements for earlier years, and unaudited pro forma combined financial information of the company.
For Overseas Shipholding Group, Inc., SEC-related materials referenced in public announcements include an Offer to Purchase, a Solicitation/Recommendation Statement on Schedule 14D-9, and a Tender Offer Statement on Schedule TO filed in connection with Saltchuk Resources, Inc.’s tender offer to acquire all issued and outstanding shares of OSG’s Class A common stock. These documents were filed with the U.S. Securities and Exchange Commission and contain detailed terms and conditions of the offer and the board of directors’ recommendation.
On this page, users can review such filings to understand corporate events, acquisitions, and historical financial information associated with entities that have used the OSG symbol. Current reports like Form 8-K highlight material events, including completed acquisitions and related financial statement disclosures. Transaction-related filings, such as tender offer documents and recommendation statements, provide context on changes in ownership and the process by which Overseas Shipholding Group, Inc. became a wholly owned subsidiary of Saltchuk and its shares ceased trading on the New York Stock Exchange, with delisting and deregistration described.
AI-powered tools on the platform can assist by summarizing lengthy filings, highlighting key sections such as descriptions of completed acquisitions, pro forma financial information, and exhibit lists. This can help readers quickly identify the portions of each filing that address corporate transactions, historical financial performance, and changes in corporate structure related to the OSG symbol.
Octave Specialty Group, Inc. is asking stockholders to vote at its virtual 2026 annual meeting on May 28 on four items: electing seven directors, approving executive pay on an advisory basis, ratifying Ernst & Young as auditor for 2026, and approving the 2026 Incentive Compensation Plan.
The proxy highlights a transformational 2025, including selling the Legacy Financial Guarantee business to Oaktree for $420 million plus a $4.3 million adjustment, acquiring ArmadaCorp for $250 million, and consolidating a 74% stake in Pivix. Continuing-operations revenue grew 6.5% to $251 million, while premium production rose 50% to $1,312 million, driven by strong Insurance Distribution growth.
The board emphasizes pay-for-performance: 2025 annual bonuses for continuing executive officers paid out at 84% of target based on Adjusted EBITDA margin, revenue growth, and Everspan’s combined ratio. Long-term equity is mostly performance stock units tied to multi‑year Adjusted EBITDA and organic growth, with a relative TSR modifier. The filing also details sustainability initiatives, cyber risk oversight, low voluntary employee turnover of 6.5%, and a largely independent, diversified board with separate chair and CEO roles.
Octave Specialty Group, Inc. entered into a First Amendment to its Credit Agreement that provides an additional term loan in an aggregate principal amount of $40,000,000. This Additional Term Loan has the same maturity date, interest rate and tranche as the existing term loan and is fully fungible with it.
After this amendment, total outstanding term loans are $139,375,000 as of April 1, 2026. In connection with the amendment, the company pledged its ownership interests in the capital stock of Everspan Holdings, LLC. The proceeds will help fund Cirrata UK’s obligation to honor put rights exercised by certain minority shareholders of Octave Specialty Limited.
Stein Jeffrey Scott reported acquisition or exercise transactions in this Form 4 filing.
Octave Specialty Group Inc. director Jeffrey Scott Stein received a grant of 7,441 restricted stock units (RSUs). The RSUs were granted on April 1, 2026 and each RSU represents a contingent right to receive one share of Octave Specialty Group common stock.
The RSUs are scheduled to vest on April 1, 2027. Vested RSUs will settle into common shares on the earlier of the vesting date or when Stein ceases to be a member of the Board of Directors, unless he elects to defer settlement. Following this award, he holds 16,091 RSUs directly.
HAFT IAN DAVID reported acquisition or exercise transactions in this Form 4 filing.
Octave Specialty Group Inc. director Ian David Haft received a grant of 7,441 restricted stock units (RSUs). The award was made on April 1, 2026 and increases his directly held RSUs to 16,091. Each RSU represents a contingent right to receive one share of Octave Specialty Group common stock.
These RSUs are scheduled to vest on April 1, 2027. Once vested, they will settle into common shares on the vesting date or when Haft ceases to be a member of the Board of Directors, unless he elects to defer settlement.
IGLESIAS LISA G reported acquisition or exercise transactions in this Form 4 filing.
Octave Specialty Group director Lisa G. Iglesias received a grant of 7,441 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the company’s common stock. Following this award, her directly held equity-linked interest totals 16,091 shares.
The RSUs were granted on April 1, 2026 and are scheduled to vest one year later on April 1, 2027. Vested RSUs will settle into common shares on the vesting date or when she ceases to serve on the Board of Directors, unless she elects to defer settlement.
Octave Specialty Group director Joan M. LammTennant received a grant of 7,441 restricted stock units (RSUs), each representing a contingent right to one share of common stock.
The RSUs were granted on April 1, 2026 and are scheduled to vest on April 1, 2027. Vested RSUs will convert into common shares on the earlier of the vesting date or when she ceases to serve on the Board, unless she elects to defer settlement. Following this award, she directly holds 16,091 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 7,441 restricted stock units (RSUs). Each RSU represents a contingent right to receive one share of the company’s common stock. Following this grant, she holds 16,091 RSUs directly.
The RSUs granted on April 1, 2026 are scheduled to vest on April 1, 2027. Once vested, they will settle into common shares on the earlier of the vesting date or the date she ceases to serve on the Board of Directors, subject to any deferral election.
Octave Specialty Group director Michael D. Price received a grant of restricted stock units as equity compensation. On April 1, 2026, he was awarded 7,441 RSUs, each representing a right to receive one share of common stock. Following this award, his directly held RSUs total 16,091.
The RSUs granted on April 1, 2026 are scheduled to vest on April 1, 2027. Vested RSUs will convert into common shares on the earlier of the vesting date or when he ceases to serve on the Board of Directors, subject to any deferral election.
Octave Specialty Group’s Chief Accounting Officer, Cristina E. Ahn, reported routine equity compensation activity and tax withholding transactions. On March 23, 2026, she received a grant of 8,067 restricted stock units (RSUs) as part of her 2026 Long Term Incentive Plan award, bringing her RSU holdings to 9,718.
Footnotes state each RSU represents a right to receive one share of common stock, vesting in three equal annual installments starting on March 23, 2027, then on March 23, 2028 and March 23, 2029. On March 10, 2026, 835 RSUs were settled into 835 shares of common stock, and 203 shares were withheld at $4.90 per share to cover tax obligations, leaving 632 common shares directly held after withholding.
Smith R Sharon reported acquisition or exercise transactions in this Form 4 filing.
Octave Specialty Group Inc reported that Executive Vice President and Group COO Sharon R. Smith received a grant of 24,375 restricted stock units as part of her 2026 Long Term Incentive Plan award. Each unit represents a right to receive one share of common stock.
The RSUs vest in three equal annual installments on March 23, 2027, March 23, 2028, and March 23, 2029. Following this award, her reported holdings of this derivative security total 120,314 units, reflecting ongoing equity-based compensation tied to long-term company performance.