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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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|
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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 |
  Welts Frederic |
Director |
– • – |
2021-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
3,971 |
3,971 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2021-09-10 |
4 |
D |
$24.15 |
$376,885 |
D/D |
(15,606) |
378,532 |
|
- |
|
| Banks Roy |
Director |
– • – |
2021-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
3,971 |
3,971 |
|
- |
|
| Smith Sandra Adele |
Director |
– • – |
2021-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
3,971 |
3,971 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-09-10 |
4 |
D |
$24.15 |
$129,227 |
D/D |
(5,351) |
60,856 |
|
- |
|
| Lee Ginny |
Director |
– • – |
2021-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
3,971 |
3,971 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2021-09-10 |
4 |
D |
$24.15 |
$56,342 |
D/D |
(2,333) |
66,462 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2021-09-10 |
4 |
D |
$24.15 |
$61,558 |
D/D |
(2,549) |
88,054 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2021-08-31 |
4 |
AS |
$24.80 |
$49,600 |
D/D |
(2,000) |
144,942 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2021-08-30 |
4 |
D |
$24.86 |
$54,095 |
D/D |
(2,176) |
68,795 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2021-08-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,290 |
70,971 |
|
- |
|
| Needham David Anthony |
Chief Product Officer |
• – – |
2021-08-30 |
4 |
D |
$24.86 |
$50,491 |
D/D |
(2,031) |
49,912 |
|
- |
|
| Needham David Anthony |
Chief Product Officer |
• – – |
2021-08-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,871 |
51,943 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2021-08-30 |
4 |
D |
$24.86 |
$361,788 |
D/D |
(14,553) |
394,138 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2021-08-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
29,352 |
408,691 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-08-30 |
4 |
D |
$24.86 |
$111,597 |
D/D |
(4,489) |
66,207 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-08-30 |
4 |
OE |
$0.00 |
$11,038 |
D/D |
17,587 |
70,696 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-08-30 |
4 |
AS |
$25.50 |
$213,231 |
D/D |
(8,362) |
61,471 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2021-08-30 |
4 |
D |
$24.86 |
$63,468 |
D/D |
(2,553) |
90,603 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2021-08-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,483 |
93,156 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2021-08-30 |
4 |
D |
$24.86 |
$103,815 |
D/D |
(4,176) |
146,942 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2021-08-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
12,579 |
151,118 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-08-27 |
4 |
AS |
$25.50 |
$51,969 |
D/D |
(2,038) |
61,471 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-08-27 |
4 |
OE |
$1.32 |
$2,690 |
D/D |
2,038 |
63,509 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2021-08-06 |
4 |
AS |
$25.00 |
$260,000 |
D/D |
(10,400) |
61,471 |
|
- |
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439 Records found
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Page 9 of 18 |
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