| |
| |
| 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 |
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 |
  Jenkins Matthew Wayne |
COO & G.M. Personal Loans |
• – – |
2020-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
5,949 |
5,949 |
|
- |
|
| Needham David Anthony |
Chief Technology Officer |
• – – |
2020-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,462 |
4,462 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2020-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
17,488 |
202,673 |
|
- |
|
| Aristei Joan |
GC & Chief Compliance Officer |
• – – |
2020-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
4,462 |
4,462 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2020-03-03 |
4 |
OE |
$0.00 |
$0 |
D/D |
8,924 |
44,833 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2020-02-11 |
4 |
D |
$0.00 |
$0 |
I/I |
(248,857) |
0 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2020-02-11 |
4 |
A |
$0.00 |
$0 |
D/D |
93,293 |
112,043 |
|
- |
|
| Madrone Capital Partners, Llc |
10% Owner |
– – • |
2019-09-30 |
4 |
S |
$15.00 |
$29,646,825 |
D/D |
(1,976,455) |
2,109,410 |
|
- |
|
| Madrone Capital Partners, Llc |
10% Owner |
– – • |
2019-09-30 |
4 |
A |
$0.00 |
$0 |
D/D |
4,085,865 |
4,085,865 |
|
- |
|
| Greylock Xii-A Limited Partnership |
10% Owner |
– – • |
2019-09-30 |
4 |
A |
$0.00 |
$0 |
I/I |
2,884,703 |
288,462 |
|
- |
|
| Miller J Sanford (sandy) |
10% Owner |
– – • |
2019-09-30 |
4 |
A |
$0.00 |
$0 |
I/I |
3,848,691 |
3,848,691 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2019-09-30 |
4 |
S |
$15.00 |
$3,600,000 |
I/I |
(240,000) |
248,857 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2019-09-30 |
4 |
A |
$0.00 |
$0 |
I/I |
488,855 |
488,857 |
|
- |
|
| Strohm David N |
Director |
– • – |
2019-09-30 |
4 |
A |
$0.00 |
$0 |
I/I |
510,837 |
510,839 |
|
- |
|
439 Records found
|
|
Page 18 of 18 |
|
|
