OSG
Octave Specialty Group IncTrades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-07-09 | LeBlanc Claude |
Director, Chief Executive Officer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the Company's common stock. The RSUs vested pursuant to the first of three equal annual installments under the reporting person's 2025 Long Term Incentive Plan award, which vests in equal installments on July 9, 2026, July 9, 2027, and July 9, 2028. |
Restricted Stock Units
|
39,380 |
| 2026-07-09 | Smith R Sharon |
Exec VP & Group COO |
Convert↑
Filing footnotes — Common Stock (Direct)
The reporting person acquired shares of common stock Octave Specialty Group, Inc. (the "Company") upon the vesting and settlement of a portion of the reporting person's restricted stock unit ("RSU") awards as part of their 2025 Long Term Incentive Plan. |
Common Stock
|
11,779 |
| 2026-07-09 | Smith R Sharon |
Exec VP & Group COO |
Convert↑
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the common stock of the Company's common stock. The RSUs vested pursuant to the first of three equal annual installments under the reporting person's 2025 Long Term Incentive Plan award, which vests in equal installments on July 9, 2026, July 9, 2027, and July 9, 2028. |
Restricted Stock Units
|
11,779 |
| 2026-07-09 | LeBlanc Claude |
Director, Chief Executive Officer |
Convert↑
Filing footnotes — Common Stock (Direct)
The reporting person acquired shares of common stock of Octave Specialty Group, Inc. (the "Company") upon the vesting and settlement of a portion of the reporting person's restricted stock unit ("RSU") awards as part of their 2025 Long Term Incentive Plan. |
Common Stock
|
39,380 |
| 2026-07-09 | Trick David |
Exec VP, CFO & Treasurer |
Convert↑
Filing footnotes — Common Stock (Direct)
The reporting person acquired shares of common stock Octave Specialty Group, Inc. (the "Company") upon the vesting and settlement of a portion of the reporting person's restricted stock unit ("RSU") awards as part of their 2025 Long Term Incentive Plan. |
Common Stock
|
13,206 |
| 2026-07-09 | Trick David |
Exec VP, CFO & Treasurer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the common stock of the Company's common stock. The RSUs vested pursuant to the first of three equal annual installments under the reporting person's 2025 Long Term Incentive Plan award, which vests in equal installments on July 9, 2026, July 9, 2027, and July 9, 2028. |
Restricted Stock Units
|
13,206 |
| 2026-07-09 | LeBlanc Claude |
Director, Chief Executive Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
Common Stock
|
21,777 |
| 2026-07-09 | Trick David |
Exec VP, CFO & Treasurer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
Common Stock
|
6,741 |
| 2026-07-09 | Smith R Sharon |
Exec VP & Group COO |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
Common Stock
|
4,635 |
| 2026-07-01 | Stein Jeffrey Scott |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSUs granted on July 1, 2026 shall vest one year later on July 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company or upon a "change of control" of the Company. |
Restricted Stock Units
|
6,500 |
| 2026-07-01 | Matus Kristi Ann |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSUs granted on July 1, 2026 shall vest one year later on July 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company or upon a "change of control" of the Company. |
Restricted Stock Units
|
6,500 |
| 2026-07-01 | PRICE MICHAEL D |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSUs granted on July 1, 2026 shall vest one year later on July 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company or upon a "change of control" of the Company. |
Restricted Stock Units
|
6,500 |
| 2026-07-01 | LAMMTENNANT JOAN M |
Insider |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSUs granted on July 1, 2026 shall vest one year later on July 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company or upon a "change of control" of the Company. |
Restricted Stock Units
|
6,500 |
| 2026-07-01 | HAFT IAN DAVID |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on July 1, 2026 shall vest one year later on July 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company. |
Restricted Stock Units
|
6,500 |
| 2026-07-01 | IGLESIAS LISA G |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on July 1, 2026 shall vest one year later on July 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, or upon a "change of control" of the Company. |
Restricted Stock Units
|
6,500 |
| 2026-04-01 | LAMMTENNANT JOAN M |
Insider |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on April 1, 2026 shall vest one year later on April 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
7,441 |
| 2026-04-01 | Stein Jeffrey Scott |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on April 1, 2026 shall vest one year later on April 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
7,441 |
| 2026-04-01 | IGLESIAS LISA G |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on April 1, 2026 shall vest one year later on April 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
7,441 |
| 2026-04-01 | HAFT IAN DAVID |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on April 1, 2026 shall vest one year later on April 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
7,441 |
| 2026-04-01 | Matus Kristi Ann |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on April 1, 2026 shall vest one year later on April 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
7,441 |
| 2026-04-01 | PRICE MICHAEL D |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on April 1, 2026 shall vest one year later on April 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
7,441 |
| 2026-03-23 | LeBlanc Claude |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). On March 23, 2026 the reporting person received a grant of 99,375 RSUs as part of his 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. |
Restricted Stock Units
|
99,375 |
| 2026-03-23 | Smith R Sharon |
Exec VP & Group COO |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). On March 23, 2026 the reporting person received a grant of 24,375 RSUs as part of her 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. |
Restricted Stock Units
|
24,375 |
| 2026-03-23 | METZ LAWRENCE F. |
*See Remarks for full title |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). On March 23, 2026 the reporting person received a grant of 28,246 RSUs as part of his 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. |
Restricted Stock Units
|
28,246 |
| 2026-03-23 | Trick David |
Exec VP, CFO & Treasurer |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). On March 23, 2026 the reporting person received a grant of 26,250 RSUs as part of his 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. |
Restricted Stock Units
|
26,250 |
| 2026-03-23 | Ahn Cristina E. |
Chief Accounting Officer |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the Company's common stock. On March 23, 2026 the reporting person received a grant of 8,067 restricted stock units ("RSUs") as part of her 2026 Long Term Incentive Plan award. The RSUs will vest in three equal annual installments commencing March 23, 2027, March 23, 2028, and March 23, 2029. |
Restricted Stock Units
|
8,067 |
| 2026-03-10 | Ahn Cristina E. |
Chief Accounting Officer |
Tax↓
Filing footnotes — Common Stock, par value $0.01 per share (Direct)
Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
Common Stock, par value $0.01 per share
|
203 |
| 2026-03-10 | Ahn Cristina E. |
Chief Accounting Officer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the Company's common stock. Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. |
Restricted Stock Units
|
835 |
| 2026-03-10 | Ahn Cristina E. |
Chief Accounting Officer |
Convert↑
Filing footnotes — Common Stock, par value $0.01 per share (Direct)
Represents the aggregate amount of restricted stock units ("RSUs") that were converted into shares of common stock of Octave Specialty Group, Inc. (the "Company") upon settlement of a portion of the reporting person's 2025 Long Term Incentive Plan award. |
Common Stock, par value $0.01 per share
|
835 |
| 2026-03-03 | LeBlanc Claude |
Director, Chief Executive Officer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the Company's common stock. Represents the aggregate amount of RSUs that vested. |
Restricted Stock Units
|
47,130 |
| 2026-03-03 | Smith R Sharon |
Exec VP & Group COO |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the common stock of the Company. Represents the aggregate amount of RSUs that vested. |
Restricted Stock Units
|
10,261 |
| 2026-03-03 | Trick David |
Exec VP, CFO & Treasurer |
Convert↓
Filing footnotes — Restricted Stock Units (Direct)
Each RSU represents a contingent right to receive one share of the Company's common stock. Represents the aggregate amount of RSUs that vested. |
Restricted Stock Units
|
11,505 |
| 2026-03-03 | Trick David |
Exec VP, CFO & Treasurer |
Convert↓
Filing footnotes — Deferred Share Units (Direct)
Each deferred share unit ("DSU") represents a contingent right to receive one share of common stock of the Company. Represents the aggregate amount of RSUs that were converted into an equivalent number of DSUs pursuant to the Company's Executive Stock Deferral Plan, which was designed to enable participants to elect to defer the settlement and income taxation of RSU and Performance Stock Unit awards in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. |
Deferred Share Units
|
9,790 |
| 2026-03-03 | LeBlanc Claude |
Director, Chief Executive Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
Common Stock
|
10,694 |
| 2026-03-03 | Trick David |
Exec VP, CFO & Treasurer |
Convert↑
Filing footnotes — Common Stock (Direct)
The reporting person acquired shares of common stock of Octave Specialty Group, Inc. (the "Company") upon the vesting and settlement of a portion of the reporting person's 2023 and 2024 restrictive stock unit ("RSU") awards. |
Common Stock
|
1,715 |
| 2026-03-03 | Smith R Sharon |
Exec VP & Group COO |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
Common Stock
|
1,541 |
| 2026-03-03 | LeBlanc Claude |
Director, Chief Executive Officer |
Convert↑
Filing footnotes — Common Stock (Direct)
The reporting person acquired shares of common stock of Octave Specialty Group, Inc. (the "Company") upon the vesting and settlement of a portion of the reporting person's 2023 and 2024 restrictive stock unit ("RSU") awards. |
Common Stock
|
24,548 |
| 2026-03-03 | Smith R Sharon |
Exec VP & Group COO |
Convert↓
Filing footnotes — Deferred Share Units (Direct)
Each deferred share unit ("DSU") represents a contingent right to receive one share of common stock of the Company. Represents the aggregate amount of RSUs that were converted into an equivalent number of DSUs pursuant to the Company's Executive Stock Deferral Plan, which was designed to enable participants to elect to defer the settlement and income taxation of RSU and Performance Stock Unit awards in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. |
Deferred Share Units
|
8,720 |
| 2026-03-03 | Trick David |
Exec VP, CFO & Treasurer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the amount of RSUs that were converted into shares of common stock and withheld by the Company to satisfy certain tax withholding obligations. |
Common Stock
|
1,715 |
| 2026-03-03 | Smith R Sharon |
Exec VP & Group COO |
Convert↑
Filing footnotes — Common Stock (Direct)
The reporting person acquired shares of common stock of Octave Specialty Group, Inc. (the "Company") upon the vesting and settlement of a portion of the reporting person's 2023 and 2024 restrictive stock unit ("RSU") awards. |
Common Stock
|
1,541 |
| 2026-03-03 | LeBlanc Claude |
Director, Chief Executive Officer |
Convert↑
Filing footnotes — Deferred Share Units (Direct)
Each deferred share unit ("DSU") represents a contingent right to receive one share of common stock of the Company. Represents the aggregate amount of RSUs that were converted into an equivalent number of DSUs pursuant to the Company's Executive Stock Deferral Plan, which was designed to enable participants to elect to defer the settlement and income taxation of RSU and Performance Stock Unit awards in accordance with Section 409A of the Internal Revenue Code of 1986, as amended. |
Deferred Share Units
|
22,582 |
| 2026-01-02 | LeBlanc Claude |
Director, Chief Executive Officer |
Buy↑
|
Common Stock
|
12,000 |
| 2026-01-01 | Stein Jeffrey Scott |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on January 1, 2026 shall vest one year later on January 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
4,524 |
| 2026-01-01 | IGLESIAS LISA G |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on January 1, 2026 shall vest one year later on January 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
4,524 |
| 2026-01-01 | HAFT IAN DAVID |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on January 1, 2026 shall vest one year later on January 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
4,524 |
| 2026-01-01 | LAMMTENNANT JOAN M |
Insider |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on January 1, 2026 shall vest one year later on January 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
4,524 |
| 2026-01-01 | PRICE MICHAEL D |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on January 1, 2026 shall vest one year later on January 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
4,524 |
| 2026-01-01 | Matus Kristi Ann |
Director |
Award↑
Filing footnotes — Restricted Stock Units (Direct)
Each restricted stock unit ("RSU") represents a contingent right to receive one share of the common stock of Octave Specialty Group, Inc. (the "Company"). RSU's granted on January 1, 2026 shall vest one year later on January 1, 2027. RSUs that have become vested shall settle and convert into shares of common stock upon the earlier of the vesting date or the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of the Company, unless otherwise deferred upon the election of the Reporting person. |
Restricted Stock Units
|
4,524 |
| 2025-12-11 | METZ LAWRENCE F. |
*See Remarks for full title |
Other↑
|
No Securities Owned
|
0 |
| 2025-11-12 | Smith R Sharon |
Exec VP & Group COO |
Buy↑
Filing footnotes — Common Stock (Direct)
Shares were purchased as gift to the reporting persons son. |
Common Stock
|
20 |