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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 |
|
Member Indexes:
|
Rankings:
|
|
| 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:
|
|
|
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:
|
|
|
| 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:
|
|
|
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 |
0 |
191,046 |
| Total Buy Value |
$0 |
$0 |
$0 |
$921,837 |
| Total People Bought |
0 |
0 |
0 |
2 |
| Total Buy Transactions |
0 |
0 |
0 |
7 |
| Total Shares Sold |
0 |
0 |
50,000 |
68,181 |
| Total Sell Value |
$0 |
$0 |
$365,500 |
$573,854 |
| Total People Sold |
0 |
0 |
1 |
2 |
| Total Sell Transactions |
0 |
0 |
1 |
2 |
| End Date |
2024-03-03 |
2023-12-01 |
2023-06-02 |
2022-06-02 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2023-03-03 |
4 |
D |
$6.00 |
$10,590 |
D/D |
(1,765) |
168,947 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2023-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,950 |
170,712 |
|
- |
|
| Welts Frederic |
Director |
– • – |
2022-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,836 |
25,822 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2022-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
3,630 |
182,107 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2022-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
3,063 |
49,682 |
|
- |
|
| Lee Ginny |
Director |
– • – |
2022-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,722 |
25,012 |
|
- |
|
| Strohm David N |
Director |
– • – |
2022-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
2,496 |
47,485 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-12-13 |
4 |
GA |
$0.00 |
$0 |
I/I |
53,262 |
272,780 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-12-13 |
4 |
GD |
$0.00 |
$0 |
D/D |
53,262 |
94,385 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2022-11-28 |
4 |
OE |
$1.87 |
$5,163 |
D/D |
2,761 |
245,454 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-11-11 |
4 |
B |
$6.77 |
$139,292 |
I/I |
20,577 |
233,709 |
2.66 |
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-11-11 |
4 |
B |
$6.74 |
$57,755 |
D/D |
8,575 |
147,647 |
2.74 |
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-11-10 |
4 |
B |
$6.46 |
$208,923 |
I/I |
32,320 |
213,132 |
2.66 |
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-11-10 |
4 |
B |
$6.42 |
$189,767 |
D/D |
29,574 |
139,072 |
2.74 |
- |
|
| Strohm David N |
Director |
– • – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
3,147 |
44,989 |
|
- |
|
| Welts Frederic |
Director |
– • – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
3,576 |
22,986 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
4,577 |
178,477 |
|
- |
|
| Lee Ginny |
Director |
– • – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
3,147 |
22,290 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2022-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
3,862 |
46,619 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2022-09-12 |
4 |
D |
$5.85 |
$14,093 |
D/D |
(2,409) |
164,762 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-09-12 |
4 |
D |
$5.85 |
$91,295 |
D/D |
(15,606) |
953,969 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2022-09-12 |
4 |
D |
$5.85 |
$13,648 |
D/D |
(2,333) |
115,761 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2022-09-12 |
4 |
D |
$5.85 |
$42,301 |
D/D |
(7,231) |
242,693 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-09-12 |
4 |
D |
$5.85 |
$31,303 |
D/D |
(5,351) |
109,498 |
|
- |
|
| Mueller Casey |
Global Controller and PAO |
• – – |
2022-09-12 |
4 |
D |
$5.85 |
$2,030 |
D/D |
(347) |
18,923 |
|
- |
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439 Records found
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Page 4 of 18 |
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