| |
| |
|
| 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 |
$761,064 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
1,384,185 |
|
|
| Total
Value |
$761,064 |
|
|
|
|
|
|
|
|
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%
|
 13.9%
|
| |
|
|
|
|
|
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 :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• • – |
2024-03-15 |
4 |
D |
$3.52 |
$179,263 |
D/D |
(50,927) |
1,107,043 |
0 |
- |
|
| OPRT |
Oportun Financial Corp |
Chief Executive Officer |
• • – |
2024-03-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
23,027 |
1,157,970 |
0 |
- |
|
| INTU |
Intuit Inc |
Director |
– • – |
2024-01-18 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,215 |
1,215 |
0 |
- |
|
| INTU |
Intuit Inc |
Director |
– • – |
2023-12-22 |
4 |
S |
$622.92 |
$1,015,978 |
D/D |
(1,631) |
0 |
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 |
– • – |
2023-10-05 |
4 |
S |
$516.52 |
$1,001,018 |
D/D |
(1,938) |
1,631 |
0 |
% |
|
| 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 |
• • – |
2023-06-14 |
4 |
D |
$5.86 |
$511,660 |
D/D |
(87,314) |
974,188 |
0 |
- |
|
| OPRT |
Oportun Financial Corp |
Chief Executive Officer |
• • – |
2023-06-14 |
4 |
OE |
$4.40 |
$447,370 |
D/D |
101,675 |
1,053,418 |
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 |
• • – |
2023-03-10 |
4 |
D |
$4.32 |
$123,708 |
D/D |
(28,636) |
959,827 |
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 |
• • – |
2023-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
17,849 |
971,818 |
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 |
• • – |
2022-11-11 |
4 |
B |
$6.77 |
$139,292 |
I/I |
20,577 |
233,709 |
2.66 |
- |
|
| 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 |
• • – |
2022-09-12 |
4 |
D |
$5.85 |
$91,295 |
D/D |
(15,606) |
953,969 |
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 |
• • – |
2022-08-30 |
4 |
D |
$5.33 |
$77,573 |
D/D |
(14,554) |
969,575 |
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 |
• • – |
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 |
• • – |
2022-03-25 |
4 |
A |
$0.00 |
$0 |
D/D |
197,964 |
962,724 |
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 |
• • – |
2022-03-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
23,027 |
773,331 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
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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|
