|
|
Exchange: |
N/A |
Security
Type: |
N/A |
Shares
Out: |
27,610,000 |
Market
Cap: |
N/A |
Last
Volume: |
0 |
Avg
Vol: |
0 |
52
Week Range: |
$ - $ |
|
Level
I Sector: |
N/A |
Level
II Sector: |
N/A |
Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
Insider 3 Months : - |
Insider 6 Months : - |
Insider 3/6 Months : - |
|
Guru Rank Number : - |
Guru Rank Value : - |
Guru Occurances : - |
|
|
|
|
|
|
|
Company Profile Oportun Financial provides financial services to customers who do not have a credit score, known as credit invisibles, or who may have a limited credit history and are mis-scored, primarily because they have a credit history that is too limited to be scored by credit bureaus. Co.'s primary product offerings are unsecured installment loans that help customers establish a credit history. Co.'s personal loan serves as a responsible alternative to payday loans; an unsecured, fully amortizing personal installment loan with fixed payments throughout the life of the loan. Co. has launched the Oportun® Visa® Credit Card and personal loans secured by an automobile on a limited basis in California.
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
|
|
3m +/-:
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
|
|
|
Actions:
|
|
|
B |
Buy |
S |
Sell |
OE |
Option
Exercised |
A |
Acquired |
D |
Disposed |
AB |
Automatic
Buy |
AS |
Automatic
Sell |
IO |
Initial
Ownership |
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
|
|
Summary (Direct Transactions Only) |
3 Months |
6 Months |
12 Months |
24 Months |
Total Shares Bought |
0 |
0 |
0 |
191,046 |
Total Buy Value |
$0 |
$0 |
$0 |
$921,837 |
Total People Bought |
0 |
0 |
0 |
2 |
Total Buy Transactions |
0 |
0 |
0 |
7 |
Total Shares Sold |
13,448 |
13,448 |
13,448 |
63,448 |
Total Sell Value |
$32,948 |
$32,948 |
$32,948 |
$398,448 |
Total People Sold |
3 |
3 |
3 |
4 |
Total Sell Transactions |
3 |
3 |
3 |
4 |
End Date |
2024-06-23 |
2024-03-22 |
2023-09-22 |
2022-09-22 |
|
Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
3m +/- |
|
|
Form |
Banks Roy |
Director |
|
2023-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
19,441 |
35,963 |
|
- |
|
Miramontes Louis |
Director |
|
2023-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
19,441 |
45,509 |
|
- |
|
Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
|
2023-03-20 |
4 |
B |
$3.62 |
$144,800 |
D/D |
40,000 |
195,939 |
2.74 |
- |
|
Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
|
2023-03-17 |
4 |
B |
$3.10 |
$155,000 |
D/D |
50,000 |
155,939 |
2.74 |
- |
|
Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
|
2023-03-16 |
4 |
B |
$2.63 |
$26,300 |
D/D |
10,000 |
105,939 |
2.74 |
- |
|
Kirscht Patrick |
Chief Credit Officer |
|
2023-03-10 |
4 |
D |
$4.32 |
$82,966 |
D/D |
(19,205) |
239,676 |
|
- |
|
Kirscht Patrick |
Chief Credit Officer |
|
2023-03-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
9,868 |
258,881 |
|
- |
|
Aristei Joan |
GC & Chief Risk Officer |
|
2023-03-10 |
4 |
D |
$4.32 |
$29,765 |
D/D |
(6,890) |
116,447 |
|
- |
|
Aristei Joan |
GC & Chief Risk Officer |
|
2023-03-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,934 |
123,337 |
|
- |
|
Vazquez Raul |
Chief Executive Officer |
|
2023-03-10 |
4 |
D |
$4.32 |
$123,708 |
D/D |
(28,636) |
959,827 |
|
- |
|
Vazquez Raul |
Chief Executive Officer |
|
2023-03-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
23,026 |
988,463 |
|
- |
|
Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
|
2023-03-10 |
4 |
D |
$4.32 |
$29,151 |
D/D |
(6,748) |
169,436 |
|
- |
|
Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
|
2023-03-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,237 |
176,184 |
|
- |
|
Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
|
2023-03-10 |
4 |
D |
$4.32 |
$42,612 |
D/D |
(9,864) |
95,939 |
|
- |
|
Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
|
2023-03-10 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,895 |
105,803 |
|
- |
|
Mueller Casey |
Global Controller and PAO |
|
2023-03-10 |
4 |
D |
$4.32 |
$4,653 |
D/D |
(1,077) |
173,367 |
|
- |
|
Mueller Casey |
Global Controller and PAO |
|
2023-03-10 |
4 |
A |
$0.00 |
$0 |
D/D |
155,521 |
174,444 |
|
- |
|
Aristei Joan |
GC & Chief Risk Officer |
|
2023-03-03 |
4 |
D |
$6.00 |
$10,920 |
D/D |
(1,820) |
118,403 |
|
- |
|
Aristei Joan |
GC & Chief Risk Officer |
|
2023-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,462 |
120,223 |
|
- |
|
Kirscht Patrick |
Chief Credit Officer |
|
2023-03-03 |
4 |
D |
$6.00 |
$32,196 |
D/D |
(5,366) |
249,013 |
|
- |
|
Kirscht Patrick |
Chief Credit Officer |
|
2023-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,925 |
254,379 |
|
- |
|
Vazquez Raul |
Chief Executive Officer |
|
2023-03-03 |
4 |
D |
$6.00 |
$38,286 |
D/D |
(6,381) |
965,437 |
|
- |
|
Vazquez Raul |
Chief Executive Officer |
|
2023-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
17,849 |
971,818 |
|
- |
|
Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
|
2023-03-03 |
4 |
D |
$6.00 |
$14,562 |
D/D |
(2,427) |
97,908 |
|
- |
|
Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
|
2023-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,950 |
100,335 |
|
- |
|
439 Records found
|
|
Page 3 of 18 |
|
|