Oportun Financial Corp

Ownership Transactions Reported by 25 Insiders

Symbol
OPRT on Nasdaq
Industry
Finance Services
Location
2 Circle Star Way, San Carlos, CA

Insiders trading volume in the past year

Oportun Financial Corp executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Institutional Venture Management XIV, LLC 10%+ Owner $25.2M Sep 5, 2023
Raul Vazquez Chief Executive Officer, Director $11.2M +$34.1K +0.3% Apr 2, 2025
Patrick Kirscht Chief Credit Officer $2.86M -$304K -9.59% Apr 2, 2025
David N. Strohm Director $2.42M Jun 30, 2023
Jonathan Aaron Coblentz CFO & Chief Admin Officer $2.1M +$99.7K +4.99% Mar 10, 2025
Matthew Wayne Jenkins COO & GM, Personal-Auto Loans $1.97M Dec 6, 2023
Carl Pascarella Director $1.51M Dec 31, 2023
Kathleen Layton Chief Legal Officer $1.35M -$104K -7.16% Sep 10, 2025
Casey Mueller Global Controller and PAO $1.03M -$169K -14.1% Mar 10, 2025
Joan Aristei GC & Chief Risk Officer $872K Jul 14, 2023
David Anthony Needham Chief Product Officer $811K Mar 10, 2022
Louis Miramontes Director $584K Aug 21, 2025
R. Neil Williams Director $543K +$96.8K +21.7% Dec 11, 2024
Ginny Lee Director $516K Jul 18, 2025
Jo Ann Barefoot Director $491K Jul 18, 2025
Sandra Adele Smith Director $414K Jul 18, 2025
Richard N. Tambor Director $394K Jul 18, 2025
Carlos Minetti Director $347K +$58.4K +20.2% Jul 18, 2025
Mohit Daswani Director $308K +$28.9K +10.4% Jul 18, 2025
Roy Banks Director $270K Jun 6, 2023
Aida Alvarez Director $236K Jun 14, 2022
Frederic Welts Director $230K Jun 30, 2023
Scott T. Parker Director $152K Jun 26, 2024
Joseph Andrew Schueller SVP-Controller, PAO & PFO $144K Sep 10, 2025
Warren Wilcox Director $112K Aug 19, 2025

Recent Insider Transactions by Companies or Individuals for Oportun Financial Corp

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.