{"schema_version":"secwatch.filing_event.v1","accession":"0001193125-25-237852","form_type":"8-K","ticker":"OAK-PA","cik":"0001403528","company_name":"Brookfield Oaktree Holdings, LLC","filed_at":"2025-10-14T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.318870+00:00","generated_at":"2026-05-17T03:52:12.901678+00:00","sec_items":["8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Brookfield to acquire remaining 26% of Oaktree for ~$3B; expected close Q1 2026","bullets":["Total consideration ~$3B; BAM and BN fund ~$1.6B and ~$1.4B respectively.","Oaktree common equity holders can elect cash, BAM shares (2-yr lock-up), or BN shares (5-yr lock-up).","Howard Marks and Bruce Karsh remain in senior roles; Karsh to join BAM board; O'Leary and Panossian become Co-CEOs of Brookfield's credit business.","Transaction expected accretive to BAM and BN; U.S. becomes BAM's largest market with >$550B in assets.","Outstanding Series A and Series B preferred units of Brookfield Oaktree Holdings unaffected."],"urls":{"canonical":"https://secwatch.observer/filing/0001193125-25-237852","json":"https://secwatch.observer/filing/0001193125-25-237852.json","markdown":"https://secwatch.observer/filing/0001193125-25-237852.md","text":"https://secwatch.observer/filing/0001193125-25-237852.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403528/000119312525237852/0001193125-25-237852-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403528/000119312525237852/d23281d8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T03:52:12.901678+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}