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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 |
|
|
|
|
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 |
2024-02-29 |
2023-11-28 |
2023-05-30 |
2022-05-30 |
|
| 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 |
• – – |
2022-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,924 |
154,320 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-03-03 |
4 |
D |
$15.71 |
$98,596 |
D/D |
(6,276) |
390,104 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
17,848 |
396,380 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-03-03 |
4 |
D |
$15.71 |
$36,824 |
D/D |
(2,344) |
79,461 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,949 |
81,805 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2022-03-03 |
4 |
D |
$15.71 |
$28,734 |
D/D |
(1,829) |
69,095 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2022-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,462 |
70,924 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2021-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,081 |
145,792 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2021-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
834 |
26,989 |
|
- |
|
| Strohm David N |
Director |
– • – |
2021-12-31 |
4 |
A |
$0.00 |
$0 |
D/D |
772 |
26,585 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-12-02 |
4 |
OE |
$1.32 |
$19,800 |
D/D |
15,000 |
75,856 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-11-12 |
4 |
OE |
$1.32 |
$12,140 |
D/D |
9,197 |
70,053 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-11-12 |
4/A |
AS |
$27.50 |
$252,918 |
D/D |
(9,197) |
60,856 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-11-12 |
4/A |
OE |
$1.32 |
$12,140 |
D/D |
9,197 |
70,053 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-11-11 |
4 |
AS |
$27.50 |
$286,000 |
D/D |
(10,400) |
60,856 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-11-11 |
4 |
OE |
$1.32 |
$1,588 |
D/D |
1,203 |
62,059 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-11-11 |
4/A |
AS |
$27.50 |
$33,083 |
D/D |
(1,203) |
60,856 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-11-11 |
4/A |
OE |
$1.32 |
$1,588 |
D/D |
1,203 |
62,059 |
|
- |
|
| Strohm David N |
Director |
– • – |
2021-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
625 |
25,813 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2021-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
675 |
26,155 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2021-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
874 |
144,711 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2021-09-24 |
4 |
AS |
$25.00 |
$95,125 |
D/D |
(3,805) |
133,258 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2021-09-10 |
4 |
D |
$24.15 |
$141,978 |
D/D |
(5,879) |
137,063 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2021-09-10 |
4 |
AS |
$24.63 |
$49,260 |
D/D |
(2,000) |
142,942 |
|
- |
|
| Needham David Anthony |
Chief Product Officer |
• – – |
2021-09-10 |
4 |
D |
$24.15 |
$56,342 |
D/D |
(2,333) |
47,579 |
|
- |
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439 Records found
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Page 8 of 18 |
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