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| |
| 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 : - |
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|
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.
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D/I:
|
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|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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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. |
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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.
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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
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|
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|
|
| |
| |
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 |
0 |
0 |
50,000 |
50,000 |
| Total Sell Value |
$0 |
$0 |
$365,500 |
$365,500 |
| Total People Sold |
0 |
0 |
1 |
1 |
| Total Sell Transactions |
0 |
0 |
1 |
1 |
| End Date |
2024-03-21 |
2023-12-19 |
2023-06-20 |
2022-06-20 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2020-11-02 |
4 |
D |
$13.30 |
$14,763 |
D/D |
(1,110) |
97,671 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2020-11-02 |
4 |
OE |
$0.00 |
$0 |
D/D |
3,207 |
97,772 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-10-01 |
4 |
S |
$11.63 |
$465 |
D/D |
(40) |
46,903 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2020-10-01 |
4 |
S |
$11.66 |
$3,463 |
D/D |
(297) |
48,674 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-09-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
113 |
46,943 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2020-09-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
847 |
48,971 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2020-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,697 |
133,205 |
|
- |
|
| Strohm David N |
Director |
– • – |
2020-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,326 |
16,835 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2020-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,379 |
16,994 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2020-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
43,166 |
95,574 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2020-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
53,957 |
113,400 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
26,979 |
46,830 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2020-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
26,979 |
48,124 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2020-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
39,569 |
59,935 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2020-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
125,900 |
463,436 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2020-09-02 |
4 |
AS |
$12.25 |
$47,876 |
D/D |
(3,909) |
59,443 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-08-31 |
4 |
S |
$12.81 |
$28,659 |
D/D |
(2,238) |
19,851 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,211 |
19,974 |
|
- |
|
| Jenkins Matthew Wayne |
COO & G.M. Personal Loans |
• – – |
2020-08-31 |
4 |
S |
$12.81 |
$34,042 |
D/D |
(2,658) |
20,366 |
|
- |
|
| Jenkins Matthew Wayne |
COO & G.M. Personal Loans |
• – – |
2020-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,484 |
23,024 |
|
- |
|
| Aristei Joan |
GC & Chief Compliance Officer |
• – – |
2020-08-31 |
4 |
S |
$12.80 |
$30,331 |
D/D |
(2,369) |
21,145 |
|
- |
|
| Aristei Joan |
GC & Chief Compliance Officer |
• – – |
2020-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
6,574 |
21,249 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2020-08-31 |
4 |
AS |
$12.09 |
$59,849 |
D/D |
(4,927) |
63,352 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2020-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
13,716 |
63,763 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2020-08-31 |
4 |
S |
$12.81 |
$46,486 |
D/D |
(3,630) |
52,408 |
|
- |
|
439 Records found
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Page 14 of 18 |
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