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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   $803,334    

Indirect Value

  $0      
Total Shares   1,384,185      
Total Value   $803,334      


Staples Inc
 $0 Oportun Financial Corp
 $0 Intuit Inc
 $803,334 Staples Inc
 $0 Oportun Financial Corp
 $0 Intuit Inc
 $803,334
 


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%
 29.8%
     
   
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   •       •      –    2021-05-03 4 D $21.71 $102,449 D/D (4,719) 374,542 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-05-03 4 OE $0.00 $0 D/D 9,516 379,261 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-08-02 4 OE $0.00 $0 D/D 9,516 384,058 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   •       •      –    2021-08-30 4 OE $0.00 $0 D/D 29,352 408,691 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-08-30 4 D $24.86 $361,788 D/D (14,553) 394,138 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-09-10 4 D $24.15 $376,885 D/D (15,606) 378,532 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   •       •      –    2022-03-03 4 OE $0.00 $0 D/D 17,848 396,380 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-03-09 4 D $13.58 $5,854,582 D/D (431,118) 750,304 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-03-09 4/A D $13.58 $5,746,649 D/D (423,170) 758,252 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-03-09 4 OE $1.32 $1,044,540 D/D 791,318 1,181,422 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-03-10 4 OE $0.00 $0 D/D 23,027 773,331 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-03-10 4 D $13.26 $219,042 D/D (16,519) 756,812 0 -
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 GA $0.00 $0 I/I 7,948 180,812 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   •       •      –    2022-08-30 4 D $5.33 $77,573 D/D (14,554) 969,575 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-08-30 4 OE $0.00 $0 D/D 29,353 984,129 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   •       •      –    2022-11-10 4 B $6.46 $208,923 I/I 32,320 213,132 2.66 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2022-11-11 4 B $6.77 $139,292 I/I 20,577 233,709 2.66 -
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   •       •      –    2023-03-03 4 D $6.00 $38,286 D/D (6,381) 965,437 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2023-03-10 4 OE $0.00 $0 D/D 23,026 988,463 0 -

  69  Records found
  1   2  3      
  Page 2 of 3  
 
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