---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-22-309217"
form_type: "8-K"
ticker: "OAK-PA"
cik: "0001403528"
company_name: "Brookfield Oaktree Holdings, LLC"
filed_at: "2022-12-20T23:59:59+00:00"
generated_at: "2026-06-21T01:39:40.995142+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.25
calibrated_materiality_score: 0.25
confidence: "high"
source: SEC EDGAR
---

# Oaktree extends credit facility maturity to Dec 2027, adopts SOFR rate

## Summary
- Seventh Amendment extends maturity of $650M credit facility from Sep 14, 2026 to Dec 15, 2027, with two optional one-year extensions.
- Benchmark rate changed from LIBOR to an adjusted forward-looking term SOFR rate, aligning with syndicated loan market practice.
- Oaktree Capital Management (Cayman) will join as a borrower once it becomes a guarantor under the company's senior notes.
- Wells Fargo remains administrative agent; several major banks (JPMorgan, Bank of America, HSBC) are lenders.
- No financial covenant changes or new borrowing reported; amendment is procedural and credit-neutral.

## SEC filing metadata
- accession: 0001193125-22-309217
- form_type: 8-K
- ticker: OAK-PA
- cik: 0001403528
- company_name: Brookfield Oaktree Holdings, LLC
- filed_at: 2022-12-20T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.25
- calibrated_materiality_score: 0.25
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1403528/000119312522309217/0001193125-22-309217-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1403528/000119312522309217/d425531d8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-22-309217
- JSON: https://secwatch.observer/filing/0001193125-22-309217.json
- Plain text: https://secwatch.observer/filing/0001193125-22-309217.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.