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10-Q Filing

BROOKFIELD OAKTREE HOLDINGS, LLC CIK: 1403528 Q2 2019
Filing Information
Form Type 10-Q
Accession Number 0001403528-19-000020
Period End Date 20190630
Filing Date 20190809
Fiscal Year 2019
Fiscal Period Q2
XBRL Instance a2019q210-q_htm.xml
Balance Sheet 33 line items
Line Item Tag Value Unit Period
Receivable for securities sold AccountsReceivableNet $74.80M USD Point-in-time
Receivable for securities sold AccountsReceivableNet $64.35M USD Point-in-time
Total assets Assets $10.43B USD Point-in-time
Total assets Assets $10.68B USD Point-in-time
Debt obligations LongTermDebt $909.68M USD Point-in-time
Debt obligations LongTermDebt $864.53M USD Point-in-time
Operating lease liabilities OperatingLeaseLiability $135.09M USD Point-in-time
Total liabilities Liabilities $6.98B USD Point-in-time
Total liabilities Liabilities $7.16B USD Point-in-time
Commitments and contingencies (Note 17) CommitmentsAndContingencies - USD Point-in-time
Commitments and contingencies (Note 17) CommitmentsAndContingencies - USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $1.09B USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $961.62M USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $795.59M USD Point-in-time
Non-controlling redeemable interests in consolidated funds RedeemableNoncontrollingInterestEquityCarryingAmount $860.55M USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $937.88M USD Point-in-time
Paid-in capital AdditionalPaidInCapitalCommonStock $893.04M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $100.68M USD Point-in-time
Retained earnings RetainedEarningsAccumulatedDeficit $60.06M USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $2.40M USD Point-in-time
Accumulated other comprehensive income AccumulatedOtherComprehensiveIncomeLossNetOfTax $1.05M USD Point-in-time
Unitholders capital attributable to Oaktree Capital Group, LLC StockholdersEquity $1.40B USD Point-in-time
Unitholders capital attributable to Oaktree Capital Group, LLC StockholdersEquity $1.40B USD Point-in-time
Non-controlling interests in consolidated subsidiaries NonredeemableNoncontrollingInterest $1.09B USD Point-in-time
Non-controlling interests in consolidated subsidiaries NonredeemableNoncontrollingInterest $1.02B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.06B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.02B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.15B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Total unitholders capital StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.48B USD Point-in-time
Total liabilities and unitholders capital LiabilitiesAndStockholdersEquity $10.43B USD Point-in-time
Total liabilities and unitholders capital LiabilitiesAndStockholdersEquity $10.68B USD Point-in-time
Income Statement 100 line items
Line Item Tag Value Unit Period
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $579.90M USD 2 Qtrs
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $550.60M USD 2 Qtrs
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $213.28M USD 1 Quarter
Total revenues RevenueFromContractWithCustomerExcludingAssessedTax $313.48M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $223.64M USD 2 Qtrs
Compensation and benefits CompensationAndBenefits $109.11M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $105.07M USD 1 Quarter
Compensation and benefits CompensationAndBenefits $213.83M USD 2 Qtrs
Equity-based compensation ShareBasedCompensation $15.25M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $22.65M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $36.98M USD 2 Qtrs
Equity-based compensation ShareBasedCompensation $29.87M USD 2 Qtrs
Incentive income compensation IncentiveIncomeCompensation $73.12M USD 1 Quarter
Incentive income compensation IncentiveIncomeCompensation $100.03M USD 2 Qtrs
Incentive income compensation IncentiveIncomeCompensation $15.22M USD 1 Quarter
Incentive income compensation IncentiveIncomeCompensation $125.42M USD 2 Qtrs
Total compensation and benefits expense LaborAndRelatedExpense $343.73M USD 2 Qtrs
Total compensation and benefits expense LaborAndRelatedExpense $135.54M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $204.88M USD 1 Quarter
Total compensation and benefits expense LaborAndRelatedExpense $386.04M USD 2 Qtrs
General and administrative GeneralAndAdministrativeExpense $39.44M USD 1 Quarter
General and administrative GeneralAndAdministrativeExpense $72.41M USD 2 Qtrs
General and administrative GeneralAndAdministrativeExpense $97.74M USD 2 Qtrs
General and administrative GeneralAndAdministrativeExpense $50.14M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $13.13M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $6.55M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $6.57M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $12.95M USD 2 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $3.07M USD 1 Quarter
Consolidated fund expenses ConsolidatedFundExpenses $6.45M USD 2 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $6.55M USD 2 Qtrs
Consolidated fund expenses ConsolidatedFundExpenses $4.30M USD 1 Quarter
Total expenses CostsAndExpenses $503.36M USD 2 Qtrs
Total expenses CostsAndExpenses $184.61M USD 1 Quarter
Total expenses CostsAndExpenses $265.89M USD 1 Quarter
Total expenses CostsAndExpenses $435.64M USD 2 Qtrs
Interest expense InterestExpense $76.05M USD 2 Qtrs
Interest expense InterestExpense $35.47M USD 1 Quarter
Interest expense InterestExpense $43.99M USD 1 Quarter
Interest expense InterestExpense $89.76M USD 2 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $130.60M USD 2 Qtrs
Interest and dividend income InvestmentIncomeInterestAndDividend $84.65M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $67.98M USD 1 Quarter
Interest and dividend income InvestmentIncomeInterestAndDividend $176.90M USD 2 Qtrs
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-5.37M USD 2 Qtrs
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-2.70M USD 2 Qtrs
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $447.00K USD 1 Quarter
Net realized gain (loss) on consolidated funds investments RealizedInvestmentGainsLosses $-17.30M USD 1 Quarter
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $-31.11M USD 1 Quarter
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $58.93M USD 2 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $-45.49M USD 2 Qtrs
Net change in unrealized appreciation (depreciation) on consolidated funds investments UnrealizedGainLossOnInvestments $1.81M USD 1 Quarter
Investment income InvestmentIncomeNonoperating $56.92M USD 1 Quarter
Investment income InvestmentIncomeNonoperating $94.98M USD 2 Qtrs
Investment income InvestmentIncomeNonoperating $32.84M USD 1 Quarter
Investment income InvestmentIncomeNonoperating $91.49M USD 2 Qtrs
Other income, net OtherNonoperatingIncomeExpense $58.00K USD 2 Qtrs
Other income, net OtherNonoperatingIncomeExpense $914.00K USD 1 Quarter
Other income, net OtherNonoperatingIncomeExpense $1.61M USD 2 Qtrs
Other income, net OtherNonoperatingIncomeExpense $36.00K USD 1 Quarter
Total other income NonoperatingIncomeExpense $41.95M USD 1 Quarter
Total other income NonoperatingIncomeExpense $75.78M USD 1 Quarter
Total other income NonoperatingIncomeExpense $99.46M USD 2 Qtrs
Total other income NonoperatingIncomeExpense $235.74M USD 2 Qtrs
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $214.42M USD 2 Qtrs
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $70.62M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $123.38M USD 1 Quarter
Income before income taxes IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest $312.28M USD 2 Qtrs
Income taxes IncomeTaxExpenseBenefit $1.85M USD 1 Quarter
Income taxes IncomeTaxExpenseBenefit $11.26M USD 2 Qtrs
Income taxes IncomeTaxExpenseBenefit $6.35M USD 2 Qtrs
Income taxes IncomeTaxExpenseBenefit $4.87M USD 1 Quarter
Net income ProfitLoss $121.53M USD 1 Quarter
Net income ProfitLoss $203.16M USD 2 Qtrs
Net income ProfitLoss $65.76M USD 1 Quarter
Net income ProfitLoss $305.93M USD 2 Qtrs
Net income attributable to Oaktree Capital Group, LLC NetIncomeLoss $31.12M USD 1 Quarter
Net income attributable to Oaktree Capital Group, LLC NetIncomeLoss $103.36M USD 2 Qtrs
Net income attributable to Oaktree Capital Group, LLC NetIncomeLoss $49.27M USD 1 Quarter
Net income attributable to Oaktree Capital Group, LLC NetIncomeLoss $83.85M USD 2 Qtrs
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic - USD 2 Qtrs
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $13.66M USD 2 Qtrs
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic - USD 1 Quarter
Net income attributable to preferred unitholders UndistributedEarningsLossAllocatedToParticipatingSecuritiesBasic $6.83M USD 1 Quarter
Net income attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $31.12M USD 1 Quarter
Net income attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $83.85M USD 2 Qtrs
Net income attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $89.70M USD 2 Qtrs
Net income attributable to OCG Class A unitholders NetIncomeLossAvailableToCommonStockholdersBasic $42.44M USD 1 Quarter
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $1.80 USD 2 Qtrs
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $0.96 USD 1 Quarter
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $1.05 USD 1 Quarter
Distributions declared per Class A unit (in dollars per share) CommonStockDividendsPerShareDeclared $1.72 USD 2 Qtrs
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $1.23 USD 2 Qtrs
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $0.44 USD 1 Quarter
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $0.57 USD 1 Quarter
Net income per Class A unit (in dollars per share) EarningsPerShareBasicAndDiluted $1.21 USD 2 Qtrs
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 71.18M shares 1 Quarter
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 69.56M shares 2 Qtrs
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 74.34M shares 1 Quarter
Weighted average number of Class A units outstanding (in shares) WeightedAverageNumberOfShareOutstandingBasicAndDiluted 72.99M shares 2 Qtrs
Cash Flow Statement 62 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $121.53M USD 1 Quarter
Net income ProfitLoss $203.16M USD 2 Qtrs
Net income ProfitLoss $65.76M USD 1 Quarter
Net income ProfitLoss $305.93M USD 2 Qtrs
Adoption of revenue recognition standard NewAccountingPronouncementorChangeinAccountingPrincipleEffectofChangeonOperatingCashFlows - USD 2 Qtrs
Adoption of revenue recognition standard NewAccountingPronouncementorChangeinAccountingPrincipleEffectofChangeonOperatingCashFlows $48.71M USD 2 Qtrs
Investment income InvestmentIncomeNonoperating $56.92M USD 1 Quarter
Investment income InvestmentIncomeNonoperating $94.98M USD 2 Qtrs
Investment income InvestmentIncomeNonoperating $32.84M USD 1 Quarter
Investment income InvestmentIncomeNonoperating $91.49M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $13.13M USD 2 Qtrs
Depreciation and amortization DepreciationDepletionAndAmortization $6.55M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $6.57M USD 1 Quarter
Depreciation and amortization DepreciationDepletionAndAmortization $12.95M USD 2 Qtrs
Equity-based compensation ShareBasedCompensation $15.25M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $22.65M USD 1 Quarter
Equity-based compensation ShareBasedCompensation $36.98M USD 2 Qtrs
Equity-based compensation ShareBasedCompensation $29.87M USD 2 Qtrs
Net realized and unrealized (gain) loss from consolidated funds investments GainLossOnInvestments $-48.19M USD 2 Qtrs
Net realized and unrealized (gain) loss from consolidated funds investments GainLossOnInvestments $53.56M USD 2 Qtrs
Amortization (accretion) of original issue and market discount of consolidated funds investments, net AmortizationAccretionOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $4.30M USD 2 Qtrs
Amortization (accretion) of original issue and market discount of consolidated funds investments, net AmortizationAccretionOfOriginalIssueAndMarketDiscountOfConsolidatedFundsInvestments $2.02M USD 2 Qtrs
Income distributions from corporate investments in funds and companies ProceedsfromInvestmentsDistribution $126.81M USD 2 Qtrs
Income distributions from corporate investments in funds and companies ProceedsfromInvestmentsDistribution $102.76M USD 2 Qtrs
Other non-cash items OtherNoncashIncomeExpense $-777.00K USD 2 Qtrs
Other non-cash items OtherNoncashIncomeExpense $-2.63M USD 2 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-986.06M USD 2 Qtrs
Net cash used in operating activities NetCashProvidedByUsedInOperatingActivities $-28.90M USD 2 Qtrs
Purchases of U.S. Treasury and other securities PaymentsToAcquireMarketableSecurities $338.04M USD 2 Qtrs
Purchases of U.S. Treasury and other securities PaymentsToAcquireMarketableSecurities $538.10M USD 2 Qtrs
Proceeds from maturities and sales of U.S. Treasury and other securities ProceedsFromSaleAndMaturityOfMarketableSecurities $242.07M USD 2 Qtrs
Proceeds from maturities and sales of U.S. Treasury and other securities ProceedsFromSaleAndMaturityOfMarketableSecurities $696.99M USD 2 Qtrs
Corporate investments in funds and companies PaymentsToAcquireInvestments $98.71M USD 2 Qtrs
Corporate investments in funds and companies PaymentsToAcquireInvestments $145.04M USD 2 Qtrs
Distributions and proceeds from corporate investments in funds and companies PaymentsForProceedsFromInvestments $-216.46M USD 2 Qtrs
Distributions and proceeds from corporate investments in funds and companies PaymentsForProceedsFromInvestments $-150.78M USD 2 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $1.44M USD 2 Qtrs
Purchases of fixed assets PaymentsToAcquirePropertyPlantAndEquipment $4.30M USD 2 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $-25.99M USD 2 Qtrs
Net cash provided by (used in) investing activities NetCashProvidedByUsedInInvestingActivities $206.67M USD 2 Qtrs
Net proceeds from issuance of preferred units ProceedsFromIssuanceOfPreferredStockAndPreferenceStock $173.67M USD 2 Qtrs
Net proceeds from issuance of preferred units ProceedsFromIssuanceOfPreferredStockAndPreferenceStock - USD 2 Qtrs
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $1.13B USD 2 Qtrs
Net cash provided by (used in) financing activities NetCashProvidedByUsedInFinancingActivities $-45.06M USD 2 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashAndCashEquivalents $-760.00K USD 2 Qtrs
Effect of exchange rate changes on cash EffectOfExchangeRateOnCashAndCashEquivalents $-1.04M USD 2 Qtrs
Net increase (decrease) in cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $352.63M USD 2 Qtrs
Net increase (decrease) in cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect $-101.00M USD 2 Qtrs
Deconsolidation of funds VariableInterestEntityDeconsolidationDecreaseIncreaseinCashCashEquivalentsRestrictedCashandRestrictedCashEquivalents $81.86M USD 2 Qtrs
Deconsolidation of funds VariableInterestEntityDeconsolidationDecreaseIncreaseinCashCashEquivalentsRestrictedCashandRestrictedCashEquivalents $12.31M USD 2 Qtrs
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $959.47M USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.10B USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Cash and cash-equivalents, beginning balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $846.15M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $959.47M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.10B USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Cash and cash-equivalents, ending balance CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $846.15M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $959.47M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $1.10B USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $831.73M USD Point-in-time
Total cash and cash-equivalents CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents $846.15M USD Point-in-time
Stockholders Equity 44 line items
Line Item Tag Value Unit Period
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.06B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.02B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.15B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Unitholders' capital, beginning of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.48B USD Point-in-time
Cumulative-effect adjustment from adoption of accounting guidance CumulativeEffectOfNewAccountingPrincipleInPeriodOfAdoption $48.71M USD Point-in-time
Issuance of units StockIssuedDuringPeriodValueNewIssues - USD 1 Quarter
Issuance of units StockIssuedDuringPeriodValueNewIssues $173.67M USD 1 Quarter
Issuance of units StockIssuedDuringPeriodValueNewIssues $393.42M USD 2 Qtrs
Issuance of units StockIssuedDuringPeriodValueNewIssues - USD 2 Qtrs
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $9.95M USD 2 Qtrs
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $230.36M USD 2 Qtrs
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $380.00K USD 1 Quarter
Repurchase and cancellation of units StockRepurchasedAndRetiredDuringPeriodValueIncludingNoncontrollingInterestInConsolidatedSubsidiaries $27.00K USD 1 Quarter
Purchase of non-controlling interests in subsidiary MinorityInterestDecreaseFromRedemptions $2.92M USD 2 Qtrs
Purchase of non-controlling interests in subsidiary MinorityInterestDecreaseFromRedemptions $2.92M USD 1 Quarter
Deferred tax effect resulting from the purchase of OCGH units AdjustmentsToAdditionalPaidInCapitalDeferredTaxEffectOnPurchaseOfUnits $6.05M USD 2 Qtrs
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseFromSubsidiaryEquityIssuance - USD 2 Qtrs
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseFromSubsidiaryEquityIssuance - USD 1 Quarter
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseFromSubsidiaryEquityIssuance - USD 1 Quarter
Equity reallocation between controlling and non-controlling interests NoncontrollingInterestIncreaseFromSubsidiaryEquityIssuance - USD 2 Qtrs
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $20.79M USD 1 Quarter
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $34.01M USD 2 Qtrs
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $14.75M USD 1 Quarter
Capital increase related to equity-based compensation AdjustmentsToAdditionalPaidInCapitalSharebasedCompensationRequisiteServicePeriodRecognitionValue $28.44M USD 2 Qtrs
Distributions declared DividendsCommonStockCash $310.96M USD 2 Qtrs
Distributions declared DividendsCommonStockCash $312.41M USD 2 Qtrs
Distributions declared DividendsCommonStockCash $164.01M USD 1 Quarter
Distributions declared DividendsCommonStockCash $180.84M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $219.49M USD 2 Qtrs
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $72.10M USD 1 Quarter
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $198.95M USD 2 Qtrs
Net income NetIncomeLossIncludingNoncontrollingInterestInConsolidatedSubsidiaries $99.29M USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $129.00K USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $3.37M USD 2 Qtrs
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-339.00K USD 1 Quarter
Foreign currency translation adjustment, net of tax OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-90.00K USD 2 Qtrs
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.06B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.02B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.15B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.49B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.42B USD Point-in-time
Unitholders' capital, end of period StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest $2.48B USD Point-in-time
Comprehensive Income 28 line items
Line Item Tag Value Unit Period
Net income ProfitLoss $121.53M USD 1 Quarter
Net income ProfitLoss $203.16M USD 2 Qtrs
Net income ProfitLoss $65.76M USD 1 Quarter
Net income ProfitLoss $305.93M USD 2 Qtrs
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $129.00K USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $3.37M USD 2 Qtrs
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-339.00K USD 1 Quarter
Foreign currency translation adjustments OtherComprehensiveIncomeLossForeignCurrencyTransactionAndTranslationAdjustmentNetOfTax $-90.00K USD 2 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-339.00K USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $129.00K USD 1 Quarter
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $3.37M USD 2 Qtrs
Other comprehensive loss, net of tax OtherComprehensiveIncomeLossNetOfTax $-90.00K USD 2 Qtrs
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $309.30M USD 2 Qtrs
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $65.89M USD 1 Quarter
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $203.07M USD 2 Qtrs
Total comprehensive income ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest $121.19M USD 1 Quarter
Comprehensive income attributable to OCG ComprehensiveIncomeNetOfTax $83.83M USD 2 Qtrs
Comprehensive income attributable to OCG ComprehensiveIncomeNetOfTax $48.91M USD 1 Quarter
Comprehensive income attributable to OCG ComprehensiveIncomeNetOfTax $104.71M USD 2 Qtrs
Comprehensive income attributable to OCG ComprehensiveIncomeNetOfTax $31.18M USD 1 Quarter
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities - USD 1 Quarter
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities - USD 2 Qtrs
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $13.66M USD 2 Qtrs
Comprehensive income attributable to preferred unitholders ComprehensiveUndistributedEarningsLossAllocatedtoParticipatingSecurities $6.83M USD 1 Quarter
Comprehensive income attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $91.05M USD 2 Qtrs
Comprehensive income attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $42.08M USD 1 Quarter
Comprehensive income attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $83.83M USD 2 Qtrs
Comprehensive income attributable to OCG Class A unitholders ComprehensiveIncomeLossAvailabletoCommonStockholdersBasic $31.18M USD 1 Quarter

Data is extracted from SEC EDGAR XBRL filings. Values shown are as reported in the filing.

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