Bruce Zimmerman Net Worth

The estimated Net Worth of Bruce Zimmerman is at least $250 mil dollars as of 7 June 2019. Mr. Zimmerman owns over 4,000 units of Oaktree Specialty Lending Corp stock worth over $249,828 and over the last 7 years he sold OCSL stock worth over $0. In addition, he makes $0 as Independent Director at Oaktree Specialty Lending Corp.

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Mr. Zimmerman OCSL stock SEC Form 4 insiders trading

Bruce has made over 10 trades of the Oaktree Specialty Lending Corp stock since 2017, according to the Form 4 filled with the SEC. Most recently he bought 4,000 units of OCSL stock worth $97,720 on 7 June 2019.

The largest trade he's ever made was buying 24,000 units of Oaktree Specialty Lending Corp stock on 12 February 2018 worth over $106,080. On average, Bruce trades about 6,217 units every 36 days since 2017. As of 7 June 2019 he still owns at least 15,374 units of Oaktree Specialty Lending Corp stock.

You can see the complete history of Mr. Zimmerman stock trades at the bottom of the page.

Bruce Zimmerman biography

Bruce E. Zimmerman serves as Independent Director of the Company. Mr. Zimmerman has been a member of the OCSL and OCSI Boards since October 2017. Mr. Zimmerman has served as Chief Investment Officer of Dalio Family Office since July 2019 and was the Chief Executive Officer and Chief Investment Officer of the University of Texas Investment Management Company (“UTIMCO”) from 2007 until 2016. UTIMCO is the second largest investor of discretionary university assets worldwide. Before joining UTIMCO, Mr. Zimmerman was Chief Investment Officer and Global Head of Pension Investments at Citigroup. Mr. Zimmerman also served as Chief Financial Officer and Chief Administrative Officer of Citigroup Alternate Investments, which invests proprietary and client capital across a range of hedge fund, private equity, real estate and structured credit vehicles. Prior to his work at Citigroup, Mr. Zimmerman spent thirteen years at Texas Commerce Bank/JP Morgan Chase in a variety of capacities including Merger & Acquisition Investment Banking, Internet and ATM Retail Management, Consumer Marketing and Financial Planning, Strategy and Corporate Department. Mr. Zimmerman is a member of the Board of Directors and Audit Committee of Vistra Energy Corp., an integrated power company, and previously served as Vice Chairman of the Board of Trustees for the CommonFund, a nonprofit asset management firm, as a member of the Board of Directors of the Beneficient Management LLC, a service provider for alternative assets, and on the Investment Committee for the Houston Endowment. Mr. Zimmerman was previously the International President of the B’nai B’rith Youth Organization. Mr. Zimmerman received an MBA from Harvard Business School and graduated Magna Cum Laude from Duke University.

How old is Bruce Zimmerman?

Bruce Zimmerman is 62, he's been the Independent Director of Oaktree Specialty Lending Corp since 2017. There are 3 older and 12 younger executives at Oaktree Specialty Lending Corp. The oldest executive at Oaktree Specialty Lending Corp is Craig Jacobson, 67, who is the Independent Director.

What's Bruce Zimmerman's mailing address?

Bruce's mailing address filed with the SEC is C/O OAKTREE STRATEGIC INCOME CORP, 333 SOUTH GRAND AVENUE, 28TH FLOOR, LOS ANGELES, CA, 90071.

Insiders trading at Oaktree Specialty Lending Corp

Over the last 7 years, insiders at Oaktree Specialty Lending Corp have traded over $96,379,344 worth of Oaktree Specialty Lending Corp stock and bought 2,131,372 units worth $11,511,456 . The most active insiders traders include Leonard M Tannenbaum, Edgar Lee y Capital Management Lp Oaktr.... On average, Oaktree Specialty Lending Corp executives and independent directors trade stock every 17 days with the average trade being worth of $1,987,586. The most recent stock trade was executed by Phyllis R Caldwell on 13 August 2024, trading 1,334 units of OCSL stock currently worth $21,731.

What does Oaktree Specialty Lending Corp do?

oaktree specialty lending corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, and management buyouts in small and mid-sized companies. the fund seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering, and media and advertising sectors. it invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies with enterprise value between $20 million and $150 million and ebitda between $3 million and $50 million. the fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. it primarily invests in north america. the fund seeks to be a lead investor in its p

Complete history of Mr. Zimmerman stock trades at GWG Inc, Vistra Corp, Oaktree Specialty Lending Corp y Oaktree Strategic Income Corp

Oaktree Specialty Lending Corp executives and stock owners

Oaktree Specialty Lending Corp executives and other stock owners filed with the SEC include:

• Sandeep Kumar Khorana,
  Managing Director of Origination
• Michael Mosticchio,
  IR Contact Officer
• Bruce Zimmerman,
  Independent Director
• Richard Ruben,
  Independent Director
• Craig Jacobson,
  Independent Director
• Deborah Gero,
  Independent Director
• Kimberly Larin,
  Chief Compliance Officer
• Mel Carlisle,
  Chief Financial Officer, Treasurer
• Armen Panossian,
  Chief Executive Officer, Chief Investment Officer
• Mathew Pendo,
  President, Chief Operating Officer
• John Frank,
  Chairman of the Board
• Raghav Khanna,
  Managing Director & Co-Portfolio Mang.
• Ashley Pak,
  Chief Compliance Officer
• Matthew Stewart C.F.A., CPA, CFA, CPA,
  Sr. VP & COO
• Aman Kumar,
  Sr. VP
• Eric Johnson,
  Managing Director
• Gregory M. Browne,
  Managing Director of Healthcare Leveraged Fin. Origination
• Brian D. Finkelstein,
  Managing Director
• Emil O. Caliboso,
  Accounting Supervisor
• Christopher McKown,
  MD, CFO & Treasurer
• Mathew M. Pendo,
  Pres & COO
• Armen Panossian J.D.,
  CEO & Chief Investment Officer
• Ashley Pak,
  Chief Compliance Officer
• Marc Gamsin,
  Director
• Capital Management Lp Oaktr...,
  
• Edgar Lee,
  See Remarks
• Leonard M Tannenbaum,
  
• Christopher Mc Kown,
  See Remarks
• Phyllis R Caldwell,
  
• Matthew Stewart,
  Chief Operating Officer