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’s 2025 report shows a transformed business focused on insurance distribution and specialty property & casualty insurance. The company sold its Legacy Financial Guarantee business and rebranded as OSG, with two main segments built around MGA/Us and the Everspan carrier group.
Insurance Distribution placed $951,781 thousand of premiums in 2025, up from $493,373 thousand in 2024, and generated gross commissions of $143,381 thousand and net commissions of $106,344 thousand. Growth was driven by multiple controlling-stake acquisitions and de-novo MGA/Us, capped by the $250,000 thousand ArmadaCorp deal funded in part with $120,000 thousand of new loans.
Everspan wrote $360,449 thousand of gross premiums in 2025, retaining about 20.5% including assumed business while maintaining an A.M. Best ‘A-’ rating. Consolidated investments carried $293,708 thousand at year-end, and OSG held $76,000 thousand of standalone net assets plus $1,700,000 thousand of net operating loss carry-forwards. Management outlines strategies to expand MGA/U-based distribution, carefully manage reinsurance and capital, and emphasizes extensive risk and regulatory oversight.
Octave Specialty Group reported modest growth but continued losses in fourth quarter 2025. Total revenue from continuing operations was $67 million, up 3% from $65 million a year earlier, driven mainly by the Insurance Distribution segment, which achieved 8.1% organic revenue growth.
Net loss from continuing operations attributable to shareholders widened to $30 million from $22 million, reflecting ArmadaCare acquisition costs, expenses tied to exiting the financial guarantee business, and an investment impairment. Adjusted EBITDA to shareholders improved to $1.4 million from $0.5 million, as higher distribution earnings and early cost reductions partially offset weakness in specialty P&C.
For full-year 2025, revenue from continuing operations reached $251.2 million, up 7%, while net loss from continuing operations attributable to shareholders increased to $98.4 million. The company repurchased over 3.1 million shares, or 6.7% of shares outstanding, and ended December 31, 2025 with stockholders’ equity of $715.8 million, or $15.90 per share.
Octave Specialty Group, Inc. received a Schedule 13G filing from Western Standard LLC, an investment adviser, reporting beneficial ownership of 2,572,446 shares of common stock, representing 5.87% of the class. Western Standard has sole voting and dispositive power over all reported shares.
The filing lists Eric D. Andersen, a U.S. citizen, as Managing Member of Western Standard LLC. The securities are stated to have been acquired and held in the ordinary course of business and not for the purpose of changing or influencing control of Octave Specialty Group.
Jane Street Group, LLC filed a beneficial ownership report showing it collectively holds 2,377,754 shares of Octave Specialty Group Inc common stock, representing 5.4% of the outstanding class as of the event date. All shares are reported with shared voting and shared dispositive power, and no sole voting or dispositive power.
The position is held through several Delaware subsidiaries: Jane Street Capital, LLC with 634,716 shares (1.5% of the class), Jane Street Options, LLC with 1,472,859 shares (3.4%), and Jane Street Global Trading, LLC with 270,179 shares (0.6%). The filing certifies the stake was acquired and is held in the ordinary course of business, without the purpose or effect of changing or influencing control of Octave Specialty Group Inc.
Octave Specialty Group Inc. reported a new equity award to one of its directors. On January 1, 2026, the director received 4,524 restricted stock units (RSUs), each representing a right to receive one share of Octave Specialty Group common stock. The RSUs were recorded at an exercise price of $0 and are held as direct beneficial ownership, bringing the director’s total derivative securities beneficially owned to 8,650.
The RSUs granted on January 1, 2026 are scheduled to fully vest on January 1, 2027. Once vested, they convert into shares of common stock on the vesting date or when the director leaves the Board, unless the director has elected to defer settlement.
Octave Specialty Group Inc. director reports new equity award. A board member of Octave Specialty Group Inc. recorded a grant of 4,524 restricted stock units (RSUs) effective January 1, 2026. Each RSU represents a contingent right to receive one share of the company’s common stock.
The RSUs are scheduled to vest on January 1, 2027. Once vested, they will convert into shares of common stock on the earlier of the vesting date or the date the director leaves the company’s Board of Directors, subject to any deferral election by the reporting person. Following this transaction, the filing shows 8,650 derivative securities beneficially owned on a direct basis.
Octave Specialty Group Inc. director reported receiving restricted stock units that could convert into common shares. On January 1, 2026, the reporting person was granted 4,524 restricted stock units (RSUs), each tied to one share of Octave Specialty Group Inc. common stock. The RSUs are listed with a price of $0 and are shown as a direct holding.
The filing states that these RSUs will vest on January 1, 2027. Once vested, they will settle into shares of common stock on the earlier of the vesting date or the date the director resigns from, or otherwise ceases to be a member of, the company’s Board of Directors, unless the director elects to defer settlement. After this transaction, the filing shows 8,650 derivative securities beneficially owned.
Octave Specialty Group Inc. reported an equity award to a board member. On January 1, 2026, the director received 4,524 restricted stock units (RSUs), each representing a contingent right to one share of Octave Specialty Group common stock. These RSUs are scheduled to vest on January 1, 2027, and any vested RSUs will convert into common shares on the earlier of the vesting date or when the director leaves the Board, unless the director elects to defer settlement. After this grant, the director beneficially owns 8,650 derivative securities in the form of RSUs.
Octave Specialty Group Inc. reported an equity award to a board member in the form of restricted stock units. On January 1, 2026, the director received 4,524 restricted stock units (RSUs), each representing a contingent right to receive one share of Octave Specialty Group common stock. These RSUs are scheduled to vest on January 1, 2027. Once vested, they will convert into common shares on the earlier of the vesting date or the date the director leaves the company’s Board of Directors, unless the director elects to defer settlement. After this grant, the reporting person held a total of 8,650 derivative securities related to the company’s stock in direct ownership.
Octave Specialty Group Inc. reported an equity grant to a board member. A director received 4,524 restricted stock units (RSUs) of Octave Specialty Group Inc. common stock on January 1, 2026. Each RSU represents a right to receive one share of common stock and was granted at a price of $0 per unit. The RSUs are scheduled to vest on January 1, 2027. Once vested, they will convert into common shares on the earlier of the vesting date or the date the director ceases to serve on the company’s Board of Directors, unless the director elects to defer settlement. Following this grant, the reporting person holds 8,650 derivative securities directly.