| |
| |
|
| 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 |
|
|
|
|
|
|
|
|
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* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
69 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
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 |
| SPLS |
Staples Inc |
Director |
– • – |
2013-06-05 |
4 |
A |
$0.00 |
$0 |
D/D |
10,232 |
10,232 |
0 |
- |
|
| SPLS |
Staples Inc |
Director |
– • – |
2013-09-12 |
4 |
A |
$0.00 |
$0 |
D/D |
6,006 |
16,238 |
0 |
- |
|
| SPLS |
Staples Inc |
Director |
– • – |
2014-03-06 |
4 |
A |
$0.00 |
$0 |
D/D |
15,412 |
31,650 |
0 |
- |
|
| SPLS |
Staples Inc |
Director |
– • – |
2015-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
10,568 |
42,218 |
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 |
• • – |
2020-03-03 |
4/A |
OE |
$0.00 |
$0 |
D/D |
17,848 |
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 |
• • – |
2020-06-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,637 |
303,518 |
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 |
• • – |
2020-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
125,900 |
463,436 |
0 |
- |
|
| OPRT |
Oportun Financial Corp |
Chief Executive Officer |
• • – |
2020-11-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
9,516 |
472,952 |
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 |
OE |
$0.00 |
$0 |
D/D |
9,516 |
306,718 |
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 |
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 |
- |
|
| OPRT |
Oportun Financial Corp |
Chief Executive Officer |
• • – |
2021-05-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
9,516 |
379,261 |
0 |
- |
|
| INTU |
Intuit Inc |
Director |
– • – |
2021-05-05 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,689 |
2,689 |
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 |
• • – |
2021-08-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
29,352 |
408,691 |
0 |
- |
|
| INTU |
Intuit Inc |
Director |
– • – |
2022-01-20 |
4 |
OE |
$0.00 |
$0 |
D/D |
2,220 |
3,809 |
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 |
• • – |
2022-03-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
23,027 |
773,331 |
0 |
- |
|
69 Records found
|
|
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 |
| |
|
|
|
|
|
