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. (OSG) is the issuer of common stock for which Vanguard Capital Management reported beneficial ownership of 2,163,199 shares, or 4.8%, as of September 30, 2026.
The ownership calculation includes securities beneficially owned or deemed beneficially owned by Vanguard Capital Management LLC and named affiliates or business divisions, including Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC, and Vanguard Investments Australia Ltd. Vanguard reported sole voting power over 286,606 shares and sole dispositive power over 2,163,199 shares; shared voting and shared dispositive power were each 0.
OCTAVE SPECIALTY GROUP INC (OSG) reported that BlackRock Portfolio Management LLC beneficially owned 2,938,198 common shares, representing 6.5% of the class, as of September 30, 2026. The reporting person had sole voting power over 2,383,858 shares and sole dispositive power over 2,938,198 shares, with no shared voting or dispositive power. The reported position reflects securities attributed to certain BlackRock business units and excludes holdings of other business units whose ownership is disaggregated.
Octave Specialty Group Inc. (OSG) CEO Claude LeBlanc reported that 15,229 and 232,816 restricted stock units vested on October 3, 2026. Of the awards, 221,188 units were converted into deferred share units under the Executive Stock Deferral Plan, leaving a reported balance of 418,731 deferred share units. Common shares acquired upon RSU settlement totaled 15,229 in one transaction and 11,628 in another; 8,421 and 11,638 shares were withheld by the company for tax obligations at $4.60 per share.
Octave Specialty Group Inc. executive vice president and group COO R. Sharon Smith reported the vesting of 55,433 restricted stock units on October 3, 2026, the first of three equal annual installments under the 2025 Long Term Incentive Plan. The transactions included 52,894 RSUs converted into deferred share units and 2,539 common shares acquired upon vesting and settlement, then withheld for tax obligations at $4.60 per share. Post-transaction holdings were 64,881 RSUs and 138,240 deferred share units.
Octave Specialty Group Inc. (OSG) Executive Vice President, CFO & Treasurer David Trick reported 66,519 restricted stock units vesting on October 3, 2026. On that date, 3,047 common shares were issued upon vesting and settlement and withheld by the company for tax obligations at a reported $4.60 per share. Separately, 63,472 RSUs were converted into an equivalent number of deferred share units under the Executive Stock Deferral Plan. Reported post-transaction balances were 58,459 RSUs and 120,015 DSUs.
Octave Specialty Group Inc. director Jeffrey Scott Stein received an award of 8,224 restricted stock units on October 1, 2026. The units are scheduled to vest on October 1, 2027. His reported post-transaction RSU position was 30,815.
Octave Specialty Group Inc. director Michael D. Price acquired 8,224 restricted stock units on October 1, 2026, bringing his reported direct RSU holdings to 30,815. Each unit represents a contingent right to receive one common share. The award is scheduled to vest on October 1, 2027; vested units settle and convert into common shares upon the earlier of the vesting date or his ceasing to serve on the Board, unless he elects to defer settlement.
Octave Specialty Group Inc. (OSG) director Kristi Ann Matus acquired 8,224 restricted stock units (RSUs) on October 1, 2026, bringing her reported RSU holdings to 30,815. Each RSU represents a contingent right to receive one common share. The RSUs are scheduled to vest on October 1, 2027, and vested units settle in common shares upon vesting or when she resigns or otherwise ceases to be a board member, unless she elects to defer settlement.
Octave Specialty Group Inc. director Joan M. Lammtennant acquired 8,224 restricted stock units as an award on October 1, 2026. Each RSU represents a contingent right to receive one common share. Her direct RSU position following the award was 30,815 units. The award vests one year later, on October 1, 2027; vested RSUs settle and convert into common shares upon the earlier of vesting or her resignation from, or otherwise ceasing to serve on, the Board, unless deferred at her election.
Octave Specialty Group Inc. director Lisa G. Iglesias was granted 8,224 restricted stock units on October 1, 2026. Each unit represents a contingent right to one common share. The RSUs vest October 1, 2027; vested units settle into common shares upon the earlier of vesting or her resignation or other cessation of board service, unless she elects to defer. Her direct RSU position following the grant was 30,815 units.