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OAK-PA research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-20 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001403528-26-000085

  2. 8-K · Current report

    Report date 2026-07-31 · 0001403528-26-000068 · Items 2.01,5.02,5.03,8.01,9.01

  3. 4 · Ownership change

    Report date 2026-05-21 · 0001403528-26-000031

  4. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001403528-26-000027

  5. 8-K · Current report

    Report date 2026-04-20 · 0001403528-26-000019 · Items 1.01,9.01

  6. 8-K · Current report

    Report date 2026-04-14 · 0001403528-26-000015 · Items 1.01,9.01

  7. 10-K · Annual report

    Report date 2025-12-31 · 0001403528-26-000006

  8. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001403528-25-000046

  9. 8-K · Current report

    Report date 2025-10-13 · 0001193125-25-237852 · Items 8.01,9.01

  10. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001403528-25-000039

  11. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001403528-25-000023

  12. 10-K · Annual report

    Report date 2024-12-31 · 0001403528-25-000013

  13. 4 · Ownership change

    Report date 2024-11-08 · 0000950170-24-126683

  14. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001403528-24-000054

  15. SC 13D/A · Ownership disclosure

    0001140361-24-044462

  16. 10-Q · Quarterly report

    Report date 2024-06-30 · 0001403528-24-000045

  17. SC 13D/A · Ownership disclosure

    0001140361-24-032508

  18. 8-K · Current report

    Report date 2024-07-01 · 0001403528-24-000036 · Items 1.01,8.01,9.01

  19. 4 · Ownership change

    Report date 2024-06-10 · 0000950170-24-072620

  20. 4 · Ownership change

    Report date 2024-06-05 · 0001403528-24-000030

  21. 4/A · Ownership change

    Report date 2024-05-13 · 0001140361-24-026529

  22. 4 · Ownership change

    Report date 2024-05-14 · 0000950170-24-061093

  23. 4 · Ownership change

    Report date 2024-05-13 · 0001140361-24-026324

  24. SC 13D/A · Ownership disclosure

    0001140361-24-026320

  25. 10-Q · Quarterly report

    Report date 2024-03-31 · 0001403528-24-000026

  26. SC 13D/A · Ownership disclosure

    0001140361-24-023135

  27. 4 · Ownership change

    Report date 2024-04-24 · 0001140361-24-022545

  28. SC 13D/A · Ownership disclosure

    0001140361-24-016727

  29. 10-K · Annual report

    Report date 2023-12-31 · 0001403528-24-000019

  30. 8-K · Current report

    Report date 2024-02-28 · 0001193125-24-059419 · Items 5.02,7.01,8.01,9.01

  31. SC 13G/A · Ownership disclosure

    0001140361-24-008065

  32. SC 13G/A · Ownership disclosure

    0001140361-24-007841

  33. SC 13G/A · Ownership disclosure

    0001140361-24-007835

  34. SC 13G/A · Ownership disclosure

    0001140361-24-007832

  35. SC 13G/A · Ownership disclosure

    0001140361-24-007826

  36. SC 13G/A · Ownership disclosure

    0001140361-24-007824

  37. SC 13G/A · Ownership disclosure

    0001140361-24-007820

  38. 8-K/A · Current report

    Report date 2023-06-23 · 0001403528-24-000006 · Items 5.02,9.01

  39. SC 13D · Ownership disclosure

    0001140361-23-059202

  40. SC 13D/A · Ownership disclosure

    0001140361-23-058442

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 0 transaction rows0SGrant / award: 0 transaction rows0AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

0 matching transaction rows.

No matching transaction rows in the covered quarter. This does not establish that no insider transactions occurred.

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001403528Brookfield Oaktree Holdings, LLC

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names
  • Oaktree Capital Group, LLC · former SEC name · 2007-07-26 to 2024-03-07

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$777.95M$835.59M
2023-12-31$688.79M$761.62M
2022-12-31$1.10B$1.27B
2021-12-31$1.45B$1.81B
2020-12-31$429.06M$558.58M
2019-12-31$928.99M$1.22B
2018-12-31$1.39B$1.86B
2017-12-31$1.47B$2.02B

Bureau of Labor Statistics · retrieved 2026-10-20 · 9 selected series; gaps remain missing

Explore the CPI history ↗