Insider: COBLENTZ JONATHAN AARON CFO & Chief Admin Officer - Oportun Financial Corp
| Company Holdings |
| Direct | Indirect Ownership | Total | |
| Shares | 195,939 | 298,280 | 494,219 |
| Value | $903,278.79 | $1,375,070.80 | $2,278,349.59 |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|
| 11/29/2024 | AAP | 800 | Indirect | COM | $3.88 | $3,104.00 | 298,280 |
| 11/27/2024 | AAP | 24,700 | Indirect | COM | $3.91 | $96,577.00 | 297,480 |
| 03/20/2023 | AAP | 40,000 | Direct | COM | $3.62 | $144,800.00 | 195,939 |
| 03/17/2023 | AAP | 50,000 | Direct | COM | $3.10 | $155,000.00 | 155,939 |
| 03/16/2023 | AAP | 10,000 | Direct | COM | $2.63 | $26,300.00 | 105,939 |
| 11/11/2022 | AAP | 8,575 | Direct | COM | $6.74 | $57,755.20 | 147,647 |
| 11/10/2022 | AAP | 29,574 | Direct | COM | $6.42 | $189,767.49 | 139,072 |
| 11/11/2021 | DDS | 1,203 | Direct | COM | $27.50 | $33,082.50 | 60,856 |
| 11/11/2021 | DDS | 9,197 | Direct | COM | $27.50 | $252,917.50 | 60,856 |
| 08/30/2021 | DDS | 8,362 | Direct | COM | $25.50 | $213,231.00 | 61,471 |
| 08/27/2021 | DDS | 2,038 | Direct | COM | $25.50 | $51,969.00 | 61,471 |
| 08/06/2021 | DDS | 10,400 | Direct | COM | $25.00 | $260,000.00 | 61,471 |
| 08/31/2020 | DDS | 3,321 | Direct | COM | $12.81 | $42,528.73 | 51,864 |
| 08/31/2020 | DDS | 309 | Direct | COM | $12.81 | $3,957.05 | 52,408 |
| 08/31/2020 | DDS | 3,321 | Direct | COM | $12.81 | $42,528.73 | 51,864 |
| 08/31/2020 | DDS | 309 | Direct | COM | $12.81 | $3,957.05 | 52,408 |
| 08/03/2020 | DDS | 4,325 | Direct | COM | $13.33 | $57,657.87 | 45,229 |
| 08/03/2020 | DDS | 434 | Direct | COM | $13.33 | $5,785.78 | 45,960 |
| 06/01/2020 | DDS | 281 | Direct | COM | $10.13 | $2,847.15 | 37,896 |
| 05/20/2020 | DDS | 1,903 | Direct | COM | $7.43 | $14,137.20 | 37,325 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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