Osterweis Capital Management, Inc.

Form 5500

OSTERWEIS CAPITAL MANAGEMENT, INC.

One Maritime Plaza Ste. 800, San Francisco, Ca 94111 (415) 434-4441 EIN:94-2871718 Plan Admin:Plan Sponsor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameOSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY83 / 83 Assets BOY/EOY$55,849,892 / $63,473,622	2023	OSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001	83 / 83	$55,849,892 / $63,473,622
2022	Plan NameOSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY76 / 81 Assets BOY/EOY$64,499,470 / $55,849,892	2022	OSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001	76 / 81	$64,499,470 / $55,849,892
2021	Plan NameOSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY79 / 75 Assets BOY/EOY$55,869,221 / $64,499,470	2021	OSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001	79 / 75	$55,869,221 / $64,499,470
2020	Plan NameOSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY79 / 79 Assets BOY/EOY$46,276,104 / $55,869,221	2020	OSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001	79 / 79	$46,276,104 / $55,869,221
2019	Plan NameOSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN Plan #001 Participants BOY/EOY78 / 78 Assets BOY/EOY$37,139,383 / $46,276,104	2019	OSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN - Plan #001	78 / 78	$37,139,383 / $46,276,104