SEC Form 4 · Updated Daily

OSG

— OCTAVE SPECIALTY GROUP, INC. Ownership

Insider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.

Financials Ownership

Current Reporting Owners

Owner	Role	Shares Owned	As Of	Last Activity
LeBlanc Claude	Director · Officer	1,083,670	2026-10-03	M
GENADER ROBERT J	Director · Officer	544,522	2007-12-05	A
Trick David	Officer	270,143	2026-10-03	M
NADER TAVAKOLI	Director · Officer	266,742	2016-09-20	P
Ksenak Stephen Michael	Officer	248,778	2025-09-29	C
Stein Jeffrey Scott	Director	217,807	2025-09-29	C
PRICE MICHAEL D	Director	205,477	2025-09-29	C
UHLEIN JOHN W	Officer	174,736	2008-09-03	A
Smith R Sharon	Officer	158,865	2026-10-03	M
HAFT IAN DAVID	Director	131,921	2025-09-29	C
BARRANCO DAVID	Officer	128,604	2025-03-13	M
RENFIELD MILLER DOUGLAS C	Officer	119,219	2009-01-23	F
UNGER LAURA S	Director	110,574	2008-12-03	A
LAMMTENNANT JOAN M	Director	106,990	2025-09-29	C
LASSITER PHILLIP B	Director	82,452	2007-03-07	A
IGLESIAS LISA G	Director	82,327	2025-09-29	C
GANDOLFO THOMAS J	10%+ Owner · Officer	81,617	2008-03-05	A
DEROSA PAUL R	Director	78,488	2009-03-31	P
Leonard Sean T	Officer	74,091	2009-04-03	P
SHOBACK ROBERT G	Officer	73,721	2009-01-29	F
Eisman Robert Bryan	Officer	70,795	2025-03-13	M
MCKINNON WILLIAM T	Officer	65,733	2008-01-28	A
PRIEUR C JAMES	Director	65,000	2022-05-13	P
CONSIDINE JILL M	Director	57,645	2008-12-03	A
CALLEN MICHAEL A	Officer	55,132	2010-11-30	S
BIENSTOCK GREGG L	Officer	53,039	2010-06-29	S
REILLY MICHAEL FRANCIS	Officer	51,937	2021-03-04	M
McGinnis Daniel	Officer	48,288	2025-09-29	C
Matus Kristi Ann	Director	48,179	2025-09-29	C
DOYLE KEVIN J	Officer	47,165	2011-01-28	F
Duff Philip N	Director	36,531	2008-12-03	A
MCDONOUGH KATHLEEN A	Officer	33,703	2008-01-24	F
GREGORY W GRANT	Director	25,161	2007-12-05	A
Greene Alexander David	Director	13,000	2016-04-06	P
Herzog David L	Director	12,820	2016-03-31	P
Stevens Timothy J	Officer	9,806	2010-06-30	S
THEOBALD THOMAS C	Director	6,849	2012-04-05	S
Wallis David W	Officer	3,251	2011-07-06	D
WALLACE HENRY D G	Director	2,524	2010-11-22	S
Ahn Cristina E.	Officer	835	2026-03-10	M
Adams Diana	Director · Officer	652	2014-12-20	M
MATANLE CATHLEEN	Officer	0	2013-05-01	J

Recent Filings

Date	Owner	Activity	Shares	Price	Owned After
2026-10-03	Trick David	Option exercise (derivative)	63,472	$0.00	120,015
2026-10-03	Trick David	Option exercise (derivative)	66,519	$0.00	58,459
2026-10-03	Trick David	Tax withholding	3,047	$4.60	267,096
2026-10-03	Trick David	Option exercise	3,047	—	270,143
2026-10-03	Smith R Sharon	Option exercise (derivative)	52,894	$0.00	138,240
2026-10-03	Smith R Sharon	Option exercise (derivative)	55,433	$0.00	64,881
2026-10-03	Smith R Sharon	Tax withholding	2,539	$4.60	156,326
2026-10-03	Smith R Sharon	Option exercise	2,539	—	158,865
2026-10-03	LeBlanc Claude	Option exercise (derivative)	221,188	$0.00	418,731
2026-10-03	LeBlanc Claude	Option exercise (derivative)	232,816	$0.00	232,787
2026-10-03	LeBlanc Claude	Option exercise (derivative)	15,229	$0.00	465,603
2026-10-03	LeBlanc Claude	Tax withholding	11,638	$4.60	1,072,032
2026-10-03	LeBlanc Claude	Option exercise	11,628	—	1,083,670
2026-10-03	LeBlanc Claude	Tax withholding	8,421	$4.60	1,072,042
2026-10-03	LeBlanc Claude	Option exercise	15,229	—	1,080,463
2026-10-01	HAFT IAN DAVID	Grant / award (derivative)	8,224	$0.00	30,815
2026-10-01	IGLESIAS LISA G	Grant / award (derivative)	8,224	$0.00	30,815
2026-10-01	LAMMTENNANT JOAN M	Grant / award (derivative)	8,224	$0.00	30,815
2026-10-01	Matus Kristi Ann	Grant / award (derivative)	8,224	$0.00	30,815
2026-10-01	PRICE MICHAEL D	Grant / award (derivative)	8,224	$0.00	30,815
2026-10-01	Stein Jeffrey Scott	Grant / award (derivative)	8,224	$0.00	30,815
2026-07-09	Trick David	Option exercise (derivative)	13,206	$0.00	124,978
2026-07-09	Trick David	Tax withholding	6,741	$6.08	267,096
2026-07-09	Trick David	Option exercise	13,206	—	273,837
2026-07-09	Smith R Sharon	Option exercise (derivative)	11,779	$0.00	132,093
2026-07-09	Smith R Sharon	Tax withholding	4,635	$6.08	156,326
2026-07-09	Smith R Sharon	Option exercise	11,779	—	160,961
2026-07-09	LeBlanc Claude	Option exercise (derivative)	39,380	$0.00	480,832
2026-07-09	LeBlanc Claude	Tax withholding	21,777	$6.08	1,065,234
2026-07-09	LeBlanc Claude	Option exercise	39,380	—	1,087,011
2026-07-01	HAFT IAN DAVID	Grant / award (derivative)	6,500	$0.00	22,591
2026-07-01	IGLESIAS LISA G	Grant / award (derivative)	6,500	$0.00	22,591
2026-07-01	LAMMTENNANT JOAN M	Grant / award (derivative)	6,500	$0.00	22,591
2026-07-01	Matus Kristi Ann	Grant / award (derivative)	6,500	$0.00	22,591
2026-07-01	PRICE MICHAEL D	Grant / award (derivative)	6,500	$0.00	22,591
2026-07-01	Stein Jeffrey Scott	Grant / award (derivative)	6,500	$0.00	22,591
2026-04-01	PRICE MICHAEL D	Grant / award (derivative)	7,441	$0.00	16,091
2026-04-01	Matus Kristi Ann	Grant / award (derivative)	7,441	$0.00	16,091
2026-04-01	LAMMTENNANT JOAN M	Grant / award (derivative)	7,441	$0.00	16,091
2026-04-01	IGLESIAS LISA G	Grant / award (derivative)	7,441	$0.00	16,091

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.