{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-23-012731","form_type":"8-K","ticker":null,"cik":"0001744179","company_name":"Oaktree Strategic Income II, Inc.","filed_at":"2023-01-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:46.381623+00:00","generated_at":"2026-06-20T11:53:48.895547+00:00","sec_items":["2.01","3.03","5.01","5.02","5.03","7.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Oaktree Strategic Income II merges into Oaktree Specialty Lending; OSI2 stockholders get 0.9115 OCSL shares","bullets":["Merger closed January 23, 2023; each OSI2 share converted to 0.9115 OCSL shares, with cash for fractional shares.","Combined company has pro forma assets over $3.3B based on Dec 31, 2022 data; legacy OCSL holders own 79.4%, former OSI2 holders 20.6%.","Oaktree waives $9M of base management fees: $6M in year one, $3M in year two.","OSI2's directors and officers resigned; Merger Sub directors/officers assumed roles."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-23-012731","json":"https://secwatch.observer/filing/0001193125-23-012731.json","markdown":"https://secwatch.observer/filing/0001193125-23-012731.md","text":"https://secwatch.observer/filing/0001193125-23-012731.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1744179/000119312523012731/0001193125-23-012731-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1744179/000119312523012731/d432298d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-20T11:53:48.895547+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5c6df045c370365d52d7b1972adc449169f19973","claim":"Oaktree Strategic Income II, Inc.: Certificate of incorporation amended and restated to become the second amended and restated certificate of incorporation of OSI2.","evidence_excerpt":"the amended and restated certificate of incorporation of OSI2 was amended and restated in the form of the certificate of incorporation of Merger Sub and became the second amended and restated certificate of incorporation of OSI2","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1744179/000119312523012731/0001193125-23-012731-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"charter amendment"}],"fact_type":"governance_change"},{"claim_id":"8456437e25fc64461d89920bbba44044fba8152e","claim":"Oaktree Strategic Income II, Inc.: Bylaws replaced with Merger Sub's bylaws, becoming the second amended and restated bylaws of OSI2.","evidence_excerpt":"the bylaws of Merger Sub, as in effect immediately prior to the effective time of the First Merger, became the second amended and restated bylaws of OSI2 (as the surviving corporation in the First Merger)","evidence_source":"SEC 8-K Item 5.03/5.05/5.06","evidence_url":"https://www.sec.gov/Archives/edgar/data/1744179/000119312523012731/0001193125-23-012731-index.htm","confidence":0.9,"family_label":"Governance Changes","details":[{"label":"Change","value":"bylaw amendment"}],"fact_type":"governance_change"},{"claim_id":"06f842a2c04bd9f9d793a9440c9dbf2bada9d6e1","claim":"Oaktree Strategic Income II, Inc. underwent a change of control involving Oaktree Specialty Lending Corporation (closed 2023-01-23).","evidence_excerpt":"On January 23, 2023, Oaktree Specialty Lending Corporation, a Delaware corporation (“OCSL”), completed its previously announced acquisition of Oaktree Strategic Income II, Inc. (“OSI2”), pursuant to that certain Agreement and Plan of Merger (the “Merger Agreement”), dated as of September 14, 2022, by and among OSI2, OCSL, Project Superior Merger Sub, Inc., a Delaware corporation and a direct wholly-owned subsidiary of OCSL (“Merger Sub”), and, solely for the limited purposes set forth therein, Oaktree Fund Advisors, LLC, a Delaware limited liability company and the investment adviser to each of OCSL and OSI2.","evidence_source":"SEC 8-K Item 2.01/5.01","evidence_url":"https://www.sec.gov/Archives/edgar/data/1744179/000119312523012731/0001193125-23-012731-index.htm","confidence":0.9,"family_label":"M&A Transactions","details":[{"label":"Action","value":"change of control"},{"label":"Counterparty","value":"Oaktree Specialty Lending Corporation"},{"label":"Closing","value":"2023-01-23"}],"fact_type":"ma_transaction"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}