| |
| |
| 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 +/-:
|
|
|
|
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 |
2024-02-15 |
2023-11-14 |
2023-05-16 |
2022-05-16 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Smith Sandra Adele |
Director |
– • – |
2022-06-14 |
4 |
A |
$0.00 |
$0 |
D/D |
12,551 |
16,522 |
|
- |
|
| Welts Frederic |
Director |
– • – |
2022-06-14 |
4 |
A |
$0.00 |
$0 |
D/D |
12,551 |
17,520 |
|
- |
|
| Alvarez Aida |
Director |
– • – |
2022-06-02 |
4 |
S |
$11.46 |
$208,354 |
D/D |
(18,181) |
18,874 |
|
- |
|
| Alvarez Aida |
Director |
– • – |
2022-06-02 |
4 |
OE |
$1.32 |
$23,999 |
D/D |
18,181 |
37,055 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-05-25 |
4 |
GA |
$0.00 |
$0 |
I/I |
7,948 |
180,812 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-05-25 |
4 |
GD |
$0.00 |
$0 |
D/D |
7,948 |
954,776 |
|
- |
|
| Mueller Casey |
Global Controller and PAOOffic |
• – – |
2022-04-15 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
19,270 |
|
- |
|
| Lee Ginny |
Director |
– • – |
2022-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
958 |
4,929 |
|
- |
|
| Strohm David N |
Director |
– • – |
2022-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,043 |
27,628 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2022-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,479 |
155,793 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2022-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
1,176 |
28,165 |
|
- |
|
| Welts Frederic |
Director |
– • – |
2022-03-31 |
4 |
A |
$0.00 |
$0 |
D/D |
998 |
4,969 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-03-25 |
4 |
A |
$0.00 |
$0 |
D/D |
62,218 |
110,198 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2022-03-25 |
4 |
A |
$0.00 |
$0 |
D/D |
84,842 |
250,132 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2022-03-25 |
4 |
A |
$0.00 |
$0 |
D/D |
42,421 |
113,980 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2022-03-25 |
4 |
A |
$0.00 |
$0 |
D/D |
62,218 |
159,241 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2022-03-25 |
4 |
A |
$0.00 |
$0 |
D/D |
197,964 |
962,724 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-03-15 |
4 |
GA |
$0.00 |
$0 |
I/I |
70,095 |
219,518 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-03-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
70,095 |
47,980 |
|
- |
|
| Miramontes Louis |
Director |
– • – |
2022-03-14 |
4 |
S |
$13.76 |
$73,712 |
D/D |
(5,357) |
13,517 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2022-03-11 |
4 |
OE |
$1.87 |
$16,114 |
D/D |
8,617 |
165,290 |
|
- |
|
| Needham David Anthony |
Chief Product Officer |
• – – |
2022-03-11 |
4 |
D |
$13.05 |
$153,338 |
D/D |
(11,750) |
104,071 |
|
- |
|
| Needham David Anthony |
Chief Product Officer |
• – – |
2022-03-11 |
4 |
OE |
$1.32 |
$153,351 |
D/D |
63,145 |
111,733 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2022-03-10 |
4/A |
D |
$13.26 |
$324,950 |
D/D |
(24,506) |
104,356 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2022-03-10 |
4 |
D |
$13.26 |
$33,826 |
D/D |
(2,551) |
97,023 |
|
- |
|
439 Records found
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Page 6 of 18 |
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