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Insider Information:   Vazquez Raul
Relationship:   Director
City:   Framingham
State:   MA
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   1,150,476    

Indirect Shares

   233,709      
Direct Value   $726,910    

Indirect Value

   $0      
Total Shares   1,384,185      
Total Value   $726,910      


Staples Inc $0 Oportun Financial Corp $0 Intuit Inc $726,910 Staples Inc $0 Oportun Financial Corp $0 Intuit Inc $726,910
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :
    0   
    4    

     Stock price went up :
    0   
    3    
     Stock price went down :
    0   
    1    
   
     Gain/Loss Ratio :
   0.0   
   3.0   
     Percentage Gain/Loss :
     0.0%
 32.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Staples Inc SPLS Director 2015-06-03 42,218 2013-06-05 0    Premium*  
            Oportun Financial Corp OPRT Chief Executive Office... 2024-03-15 1,107,043 2024-03-15 233,709    Premium*  
            Intuit Inc INTU Director 2024-01-18 1,215 2021-05-05 0    Premium*  
* Premium Members only  

Records found :    69         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

  
3m +/-  
Form
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-03-25 4 A $0.00 $0 D/D 197,964 962,724 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-05-25 4 GD $0.00 $0 D/D 7,948 954,776 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-05-25 4 GA $0.00 $0 I/I 7,948 180,812 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-08-30 4 OE $0.00 $0 D/D 29,353 984,129 0 -
INTU Intuit Inc Director   –       •      –    2023-01-19 4 OE $0.00 $0 D/D 1,550 3,569 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2023-03-03 4 OE $0.00 $0 D/D 17,849 971,818 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2023-03-10 4 OE $0.00 $0 D/D 23,026 988,463 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2023-12-06 4 A $0.00 $0 D/D 176,361 1,134,943 0 -
INTU Intuit Inc Director   –       •      –    2024-01-18 4 OE $0.00 $0 D/D 1,215 1,215 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2024-03-15 4 OE $0.00 $0 D/D 23,027 1,157,970 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-06-01 4 D $9.65 $17,409 D/D (1,804) 301,714 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-11-30 4 D $16.91 $30,489 D/D (1,803) 470,066 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2023-03-03 4 D $6.00 $38,286 D/D (6,381) 965,437 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-02-01 4 D $16.22 $59,300 D/D (3,656) 303,062 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-11-02 4 D $13.30 $62,763 D/D (4,719) 468,233 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-08-30 4 D $5.33 $77,573 D/D (14,554) 969,575 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-09-12 4 D $5.85 $91,295 D/D (15,606) 953,969 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-03-03 4 D $15.71 $98,596 D/D (6,276) 390,104 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-08-02 4 D $21.08 $99,477 D/D (4,719) 379,339 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-05-03 4 D $21.71 $102,449 D/D (4,719) 374,542 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-03-03 4 D $18.29 $112,904 D/D (6,173) 314,738 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-05-27 4 B $9.23 $116,792 D/D 12,650 261,218 2.81 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2023-09-10 4 D $7.51 $117,201 D/D (15,606) 958,582 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2023-03-10 4 D $4.32 $123,708 D/D (28,636) 959,827 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-11-11 4 B $6.77 $139,292 I/I 20,577 233,709 2.66 -
  69  Records found
  1   2  3      
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Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed
 
 
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