Octave Specialty Group Inc
OSGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Octave Specialty Group Inc Makes Money
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 13 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Apr 2, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| FEDERATED HERMES, INC. | 2026-03-31 | 4,420 | $20.6K | SEC filing |
| Nuveen, LLC | 2026-03-31 | 800,253 | $3.72M | SEC filing |
| Gator Capital Management, LLC | 2026-03-31 | 21,435 | $99.7K | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 102,430 | $476K | SEC filing |
| Bare Financial Services, Inc | 2026-03-31 | 87 | $405 | SEC filing |
| SBI Securities Co., Ltd. | 2026-03-31 | 10 | $47 | SEC filing |
| MAI Capital Management | 2026-03-31 | 1,064 | $4.95K | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 431,809 | $2.01M | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 2,233 | $10.4K | SEC filing |
| Graham Capital Management, L.P. | 2026-03-31 | 13,053 | $60.7K | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 1,310,132 | $6.09M | SEC filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-03-31 | 390,193 | $1.81M | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 56,969 | $265K | SEC filing |
| NORTHERN TRUST CORP | 2026-03-31 | 322,348 | $1.5M | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 34 | $158 | SEC filing |
| GWN SECURITIES INC. | 2026-03-31 | 36,404 | $169K | SEC filing |
| Western Standard LLC | 2026-03-31 | 2,247,591 | $10.5M | SEC filing |
| ALLIANCEBERNSTEIN L.P. | 2026-03-31 | 37,530 | Not shown | SEC filing |
| Advisors Asset Management, Inc. | 2026-03-31 | 98 | $456 | SEC filing |
| Quotient Wealth Partners, LLC | 2026-03-31 | 16,896 | $78.6K | SEC filing |
- Each value is checked against Octave Specialty Group Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Octave Specialty Group Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-05-14 · LeBlanc Claude: Larger than all 15 other insider purchases of Common Stock on file. SEC filing
- 2024-08-07 · PRICE MICHAEL D: Larger than all 9 other insider purchases of Common Stock, par value $0.01 per share on file. SEC filing
Independent insiders buying near the same time
- 2025-05-14–2025-05-14: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-08-07–2024-08-08: 11 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-08-07–2024-08-07: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-01-02 | LeBlanc Claude · Chief Executive Officer | Common Stock | P — Open market or private purchase | +12,000 | 7.59 | SEC filing |
| 2025-11-12 | Smith R Sharon · Exec VP & Group COO | Common Stock | P — Open market or private purchase | +20 | 10.25 | SEC filing |
| 2025-10-01 | LeBlanc Claude · Chief Executive Officer | Common Stock | P — Open market or private purchase | +25,000 | 8.54 | SEC filing |
| 2025-08-11 | LeBlanc Claude · Chief Executive Officer | Common Stock | P — Open market or private purchase | +25,000 | 7.03 | SEC filing |
| 2025-05-14 | Stein Jeffrey Scott · Director | Common Stock, par value $0.01 per share | P — Open market or private purchase | +10,000 | 6.45 | SEC filing |
| 2025-05-14 | PRICE MICHAEL D · Director | Common Stock, par value $0.01 per share | P — Open market or private purchase | +63 | 6.54 | SEC filing |
| 2025-05-14 | PRICE MICHAEL D · Director | Common Stock, par value $0.01 per share | P — Open market or private purchase | +76,923 | 6.49 | SEC filing |
| 2025-05-14 | LeBlanc Claude · Chief Executive Officer | Common Stock | P — Open market or private purchase | +40,000 | 6.50 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-01 | Matus Kristi Ann · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +7,441 | SEC filing |
| 2026-04-01 | LAMMTENNANT JOAN M · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +7,441 | SEC filing |
| 2026-04-01 | HAFT IAN DAVID · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +7,441 | SEC filing |
| 2026-04-01 | Stein Jeffrey Scott · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +7,441 | SEC filing |
| 2026-04-01 | IGLESIAS LISA G · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +7,441 | SEC filing |
| 2026-04-01 | PRICE MICHAEL D · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +7,441 | SEC filing |
| 2026-03-23 | Trick David · Exec VP, CFO & Treasurer | Restricted Stock Units | A — Grant, award, or other acquisition | +26,250 | SEC filing |
| 2026-03-23 | Ahn Cristina E. · Chief Accounting Officer | Restricted Stock Units | A — Grant, award, or other acquisition | +8,067 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-10-01 | HAFT IAN DAVID · Director | Restricted Stock Units | U — Disposition pursuant to a tender of shares | −131,921 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.