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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
INTU Intuit Inc Director   –       •      –    2021-06-25 4 S $483.08 $531,386 D/D (1,100) 1,589 0 %
INTU Intuit Inc Director   –       •      –    2024-01-18 4 OE $0.00 $0 D/D 1,215 1,215 0 -
INTU Intuit Inc Director   –       •      –    2023-01-19 4 OE $0.00 $0 D/D 1,550 3,569 0 -
INTU Intuit Inc Director   –       •      –    2023-12-22 4 S $622.92 $1,015,978 D/D (1,631) 0 0 %
INTU Intuit Inc Director   –       •      –    2022-06-23 4 S $390.37 $698,753 D/D (1,790) 2,019 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   •       •      –    2020-06-01 4 D $9.65 $17,409 D/D (1,804) 301,714 0 -
INTU Intuit Inc Director   –       •      –    2023-10-05 4 S $516.52 $1,001,018 D/D (1,938) 1,631 0 %
INTU Intuit Inc Director   –       •      –    2022-01-20 4 OE $0.00 $0 D/D 2,220 3,809 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   •       •      –    2020-11-30 4 OE $0.00 $0 D/D 3,636 471,869 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   •       •      –    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   •       •      –    2021-05-03 4 D $21.71 $102,449 D/D (4,719) 374,542 0 -
OPRT Oportun Financial Corp Chief Executive Officer   •       •      –    2021-08-02 4 D $21.08 $99,477 D/D (4,719) 379,339 0 -
SPLS Staples Inc Director   –       •      –    2013-09-12 4 A $0.00 $0 D/D 6,006 16,238 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   •       •      –    2022-03-03 4 D $15.71 $98,596 D/D (6,276) 390,104 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   •       •      –    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   •       •      –    2021-03-10 4 D $21.26 $195,103 D/D (9,177) 328,587 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   •       •      –    2021-02-01 4 OE $0.00 $0 D/D 9,516 306,718 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