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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   $778,997    

Indirect Value

  $0      
Total Shares   1,384,185      
Total Value   $778,997      


Staples Inc
 $0 Oportun Financial Corp
 $0 Intuit Inc
 $778,997 Staples Inc
 $0 Oportun Financial Corp
 $0 Intuit Inc
 $778,997
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    4    

     Stock price went up :

    0   
    2    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 15.9%
     
   
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 1 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   •       •      –    2020-03-03 4/A OE $0.00 $0 D/D 17,848 202,673 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-03-03 4 OE $0.00 $0 D/D 17,488 202,673 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-03-24 4 OE $0.00 $0 D/D 76,624 262,945 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-03-24 4 D $11.50 $353,384 D/D (30,729) 248,568 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   •       •      –    2020-05-28 4 B $9.91 $383,174 D/D 38,663 299,881 2.81 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-06-01 4 OE $0.00 $0 D/D 3,637 303,518 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   •       •      –    2020-08-03 4 D $14.30 $269,870 D/D (18,872) 320,904 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-08-03 4 OE $0.00 $0 D/D 38,062 339,776 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-08-31 4 OE $0.00 $0 D/D 32,989 339,339 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-08-31 4 D $13.33 $218,039 D/D (16,357) 337,536 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-09-10 4 A $0.00 $0 D/D 125,900 463,436 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   •       •      –    2020-11-02 4 OE $0.00 $0 D/D 9,516 472,952 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   •       •      –    2020-11-30 4 OE $0.00 $0 D/D 3,636 471,869 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2020-12-14 4 GD $0.00 $0 D/D 172,864 297,202 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   •       •      –    2021-02-01 4 OE $0.00 $0 D/D 9,516 306,718 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   •       •      –    2021-03-03 4 OE $0.00 $0 D/D 17,849 320,911 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-03-10 4 D $21.26 $195,103 D/D (9,177) 328,587 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-03-10 4 OE $0.00 $0 D/D 23,026 337,764 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-03-10 4 A $0.00 $0 D/D 41,158 369,745 0 -

  69  Records found
  1  2   3      
  Page 1 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