| |
| |
| 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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|
|
| |
| |
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 |
• – – |
2020-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
10,078 |
52,717 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2020-08-31 |
4 |
D |
$13.33 |
$218,039 |
D/D |
(16,357) |
337,536 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2020-08-31 |
4 |
OE |
$0.00 |
$0 |
D/D |
32,989 |
339,339 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2020-08-03 |
4 |
S |
$13.33 |
$63,444 |
D/D |
(4,759) |
45,960 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2020-08-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
12,823 |
46,394 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-08-03 |
4 |
S |
$13.46 |
$38,436 |
D/D |
(2,855) |
15,878 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-08-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
7,772 |
18,733 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2020-08-03 |
4 |
D |
$14.30 |
$269,870 |
D/D |
(18,872) |
320,904 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2020-08-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
38,062 |
339,776 |
|
- |
|
| Strohm David N |
Director |
– • – |
2020-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,163 |
15,509 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2020-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,210 |
15,615 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2020-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,489 |
131,508 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-06-30 |
4 |
S |
$13.24 |
$543 |
D/D |
(41) |
10,961 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-06-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
114 |
11,002 |
|
- |
|
| Aristei Joan |
GC & Chief Compliance Officer |
• – – |
2020-06-30 |
4 |
S |
$13.27 |
$3,940 |
D/D |
(297) |
16,940 |
|
- |
|
| Aristei Joan |
GC & Chief Compliance Officer |
• – – |
2020-06-30 |
4 |
OE |
$0.00 |
$0 |
D/D |
846 |
17,237 |
|
- |
|
| Miramontes Louis |
Director |
– • – |
2020-06-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
714 |
12,864 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2020-06-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
714 |
14,405 |
|
- |
|
| Strohm David N |
Director |
– • – |
2020-06-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
714 |
14,346 |
|
- |
|
| Barefoot Jo Ann |
Director |
– • – |
2020-06-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
714 |
12,864 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2020-06-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
892 |
130,019 |
|
- |
|
| Alvarez Aida |
Director |
– • – |
2020-06-08 |
4 |
OE |
$0.00 |
$0 |
D/D |
714 |
12,864 |
|
- |
|
| Alvarez Aida |
Director |
– • – |
2020-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
10,009 |
12,150 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2020-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
12,511 |
129,127 |
|
- |
|
| Strohm David N |
Director |
– • – |
2020-06-03 |
4 |
A |
$0.00 |
$0 |
D/D |
10,009 |
13,632 |
|
- |
|
439 Records found
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Page 15 of 18 |
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