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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:
|
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|
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 +/-:
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|
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:
|
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|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
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|
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 |
68,181 |
| Total Sell Value |
$0 |
$0 |
$365,500 |
$573,854 |
| Total People Sold |
0 |
0 |
1 |
2 |
| Total Sell Transactions |
0 |
0 |
1 |
2 |
| End Date |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Layton Kathleen I. |
Chief Legal Officer |
• – – |
2023-09-10 |
4 |
A |
$0.00 |
$0 |
D/D |
36,102 |
67,000 |
|
- |
|
| Layton Kathleen I. |
Chief Legal Officer |
• – – |
2023-09-10 |
4 |
D |
$7.51 |
$3,875 |
D/D |
(516) |
30,898 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2023-09-10 |
4 |
D |
$7.51 |
$117,201 |
D/D |
(15,606) |
958,582 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2023-09-10 |
4 |
D |
$7.51 |
$54,305 |
D/D |
(7,231) |
243,040 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2023-09-10 |
4 |
D |
$7.51 |
$28,027 |
D/D |
(3,732) |
196,752 |
|
- |
|
| Jenkins Matthew Wayne |
COO & GM, Personal-Auto Loans |
• – – |
2023-09-10 |
4 |
D |
$7.51 |
$18,092 |
D/D |
(2,409) |
167,027 |
|
- |
|
| Mueller Casey |
Global Controller and PAO |
• – – |
2023-09-10 |
4 |
D |
$7.51 |
$2,606 |
D/D |
(347) |
173,020 |
|
- |
|
| Phelps Dennis B |
10% Owner |
– – • |
2023-09-05 |
4 |
S |
$7.31 |
$365,500 |
I/I |
(50,000) |
3,358,691 |
|
- |
|
| Layton Kathleen I. |
Chief Legal OfficerOfficer |
• – – |
2023-07-21 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
31,414 |
|
- |
|
| Coblentz Jonathan Aaron |
CFO & Chief Admin Officer |
• – – |
2023-07-20 |
4 |
OE |
$4.40 |
$19,998 |
D/D |
4,545 |
200,484 |
|
- |
|
| Aristei Joan |
GC & Chief Risk Officer |
• – – |
2023-07-14 |
4 |
D |
$5.66 |
$13,205 |
D/D |
(2,333) |
114,114 |
|
- |
|
| Strohm David N |
Director |
– • – |
2023-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
1,666 |
51,342 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2023-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
3,215 |
75,132 |
|
- |
|
| Lee Ginny |
Director |
– • – |
2023-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
2,977 |
50,017 |
|
- |
|
| Welts Frederic |
Director |
– • – |
2023-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
2,192 |
30,601 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2023-06-30 |
4 |
A |
$0.00 |
$0 |
D/D |
3,908 |
213,628 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2023-06-14 |
4 |
D |
$5.86 |
$511,660 |
D/D |
(87,314) |
974,188 |
|
- |
|
| Vazquez Raul |
Chief Executive Officer |
• • – |
2023-06-14 |
4 |
OE |
$4.40 |
$447,370 |
D/D |
101,675 |
1,053,418 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2023-06-14 |
4 |
D |
$5.86 |
$337,454 |
D/D |
(57,586) |
250,271 |
|
- |
|
| Kirscht Patrick |
Chief Credit Officer |
• – – |
2023-06-14 |
4 |
OE |
$4.40 |
$299,996 |
D/D |
68,181 |
290,792 |
|
- |
|
| Lee Ginny |
Director |
– • – |
2023-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
19,441 |
47,040 |
|
- |
|
| Pascarella Carl |
Director |
– • – |
2023-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
24,301 |
209,720 |
|
- |
|
| Smith Sandra Adele |
Director |
– • – |
2023-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
19,441 |
35,963 |
|
- |
|
| Williams R Neil |
Director |
– • – |
2023-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
19,441 |
71,917 |
|
- |
|
| Barefoot Jo Ann |
Director |
– • – |
2023-06-06 |
4 |
A |
$0.00 |
$0 |
D/D |
19,441 |
50,866 |
|
- |
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131 Records found
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Page 2 of 6 |
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