{"schema_version":"secwatch.filing_event.v1","accession":"0001403528-26-000068","form_type":"8-K","ticker":"OAK-PA","cik":"0001403528","company_name":"Brookfield Oaktree Holdings, LLC","filed_at":"2026-08-03T20:13:49+00:00","discovered_at":"2026-08-03T20:15:00.332994+00:00","generated_at":"2026-08-03T20:15:28.546174+00:00","sec_items":["2.01","5.02","5.03","8.01","9.01"],"event_type":"m_and_a","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"BOH completes acquisition of Oaktree partnerships; new CEO and board appointed","bullets":["Acquired all limited partnership interests and equity awards of OCGH, OEP, OEP II for cash, BAM/BN shares, ExchangeCo LP interests, and BAM RSUs.","Disposed Oaktree Capital I GP to Brookfield US Company LLC for fair market value consideration.","All prior directors (including Howard Marks, Bruce Karsh) resigned; new directors Matt Herrington, Karly Dyck, Kunal Dusad, Brett Fox, Aleks Novakovic appointed; board reduced from 10 to 5.","CEO Nicholas Goodman and CFO Daniel Levin replaced by Matt Herrington (CEO) and Karly Dyck (CFO/Secretary); both are Brookfield executives and receive no BOH compensation.","Operating agreement amended to reflect new governance; indirect ownership interests in Oaktree fund GP commitments transferred from BN to Brookfield Wealth Solutions affiliates."],"urls":{"canonical":"https://secwatch.observer/filing/0001403528-26-000068","json":"https://secwatch.observer/filing/0001403528-26-000068.json","markdown":"https://secwatch.observer/filing/0001403528-26-000068.md","text":"https://secwatch.observer/filing/0001403528-26-000068.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/0001403528-26-000068-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1403528/000140352826000068/oak-20260731.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-03T20:15:28.546174+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"}