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| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
27,610,000 |
| Market
Cap: |
N/A |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$ - $ |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
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Member Indexes:
|
Rankings:
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| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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Company Profile Oportun Financial provides financial services to customers who do not have a credit score, known as credit invisibles, or who may have a limited credit history and are mis-scored, primarily because they have a credit history that is too limited to be scored by credit bureaus. Co.'s primary product offerings are unsecured installment loans that help customers establish a credit history. Co.'s personal loan serves as a responsible alternative to payday loans; an unsecured, fully amortizing personal installment loan with fixed payments throughout the life of the loan. Co. has launched the Oportun® Visa® Credit Card and personal loans secured by an automobile on a limited basis in California.
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D/I:
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D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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Forms:
|
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|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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Actions:
|
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|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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Download:
|
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|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
81,764 |
81,764 |
| Total Buy Value |
$0 |
$0 |
$317,857 |
$317,857 |
| Total People Bought |
0 |
0 |
5 |
5 |
| Total Buy Transactions |
0 |
0 |
6 |
6 |
| Total Shares Sold |
0 |
84,305 |
109,118 |
159,118 |
| Total Sell Value |
$0 |
$504,988 |
$581,745 |
$947,245 |
| Total People Sold |
0 |
3 |
3 |
4 |
| Total Sell Transactions |
0 |
3 |
8 |
9 |
| End Date |
2025-03-30 |
2024-12-27 |
2024-06-28 |
2023-06-29 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Kirscht Patrick |
Chief Credit Officer |
• – – |
2025-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
110,295 |
398,314 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2025-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
225,000 |
1,418,629 |
|
- |
|
| Layton Kathleen I. |
Chief Legal Officer |
• – – |
2025-04-02 |
4 |
A |
$0.00 |
$0 |
D/D |
73,530 |
163,398 |
|
- |
|
| Mueller Casey |
Global Controller and PAO |
• – – |
2025-03-10 |
4 |
S |
$5.99 |
$157,220 |
D/D |
(26,247) |
171,693 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2025-03-10 |
4 |
D |
$0.00 |
$0 |
D/D |
(11,973) |
220,509 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2025-03-10 |
4 |
S |
$5.99 |
$271,593 |
D/D |
(45,341) |
288,019 |
|
- |
|
| Layton Kathleen I. |
Chief Legal Officer |
• – – |
2025-03-10 |
4 |
S |
$5.99 |
$76,175 |
D/D |
(12,717) |
89,868 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2025-03-10 |
4 |
D |
$0.00 |
$0 |
D/D |
(63,699) |
1,193,629 |
|
- |
|
| Minetti Carlos |
Director |
– • – |
2024-12-13 |
4 |
B |
$3.89 |
$58,350 |
D/D |
15,000 |
49,504 |
2.39 |
- |
|
| Daswani Mohit |
Director |
– • – |
2024-12-13 |
4 |
B |
$3.90 |
$28,938 |
D/D |
7,420 |
41,924 |
2.39 |
- |
|
| Williams R Neil |
Director |
– • – |
2024-12-11 |
4 |
B |
$3.87 |
$96,750 |
D/D |
25,000 |
140,338 |
2.39 |
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2024-12-10 |
4 |
S |
$3.80 |
$31,931 |
D/D |
(8,403) |
333,360 |
|
- |
|
| Mueller Casey |
Global Controller and PAO |
• – – |
2024-12-09 |
4 |
S |
$4.01 |
$11,878 |
D/D |
(2,962) |
197,940 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2024-11-29 |
4 |
B |
$3.88 |
$3,104 |
I/I |
800 |
298,280 |
1.91 |
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2024-11-27 |
4 |
B |
$3.86 |
$34,138 |
D/D |
8,844 |
1,257,328 |
2.81 |
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2024-11-27 |
4 |
B |
$3.91 |
$96,577 |
I/I |
24,700 |
297,480 |
1.99 |
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2024-09-10 |
4 |
D |
$0.00 |
$0 |
D/D |
(11,231) |
1,248,484 |
|
- |
|
| Mueller Casey |
Global Controller and PAO |
• – – |
2024-09-10 |
4 |
S |
$2.45 |
$914 |
D/D |
(373) |
200,902 |
|
- |
|
| Layton Kathleen I. |
Chief Legal Officer |
• – – |
2024-09-10 |
4 |
S |
$2.45 |
$12,956 |
D/D |
(5,288) |
102,585 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2024-09-10 |
4 |
D |
$0.00 |
$0 |
D/D |
(3,706) |
232,482 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2024-09-10 |
4 |
S |
$2.45 |
$19,078 |
D/D |
(7,787) |
341,763 |
|
- |
|
| Tambor Richard N. |
Director |
– • – |
2024-06-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
32,000 |
|
- |
|
| Minetti Carlos |
Director |
– • – |
2024-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
26,687 |
34,504 |
|
- |
|
| Smith Sandra Adele |
Director |
– • – |
2024-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
26,687 |
62,650 |
|
- |
|
| Miramontes Louis |
Director |
– • – |
2024-06-26 |
4 |
A |
$0.00 |
$0 |
D/D |
26,687 |
72,196 |
|
- |
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476 Records found
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Page 1 of 20 |
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