What Oportun Financial Corp's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 0 | 0 |
| Sells | 3 | 10 |
| Total trades | 11 | 32 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 532,909 | 1,441,925 |
| Disposed | 7,082 | 243,321 |
| Net activity | +525,827 | +1,198,604 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Schueller Joseph Andrew | SVP-Controller, CAO | Sep 11 | Sale for tax withholding · S | −28 | $7.80 | −$218 | 71,121 |
| Layton Kathleen I. | Chief Legal Officer | Sep 10 | Sale for tax withholding · S | −4,223 | $7.80 | −$32.9K | 292,006 |
| Rowles Sean A | Chief Risk Officer | Sep 10 | Grant / award · A | +382,653 | — | — | 382,653 |
| Schueller Joseph Andrew | SVP-Controller, CAO | Sep 10 | Sale for tax withholding · S | −2,831 | $7.80 | −$22.1K | 71,149 |
| Scheirman Scott | Director | Aug 19 | Grant / award · A | +20,869 | — | — | 20,869 |
| Lee Ginny | Director | Aug 11 | Grant / award · A | +20,869 | — | — | 121,387 |
| Tambor Richard N. | Director | Aug 11 | Grant / award · A | +20,869 | — | — | 25,392 |
| Minetti Carlos | Director | Aug 11 | Grant / award · A | +20,869 | — | — | 88,463 |
| Daswani Mohit | Director | Aug 11 | Grant / award · A | +20,869 | — | — | 80,883 |
| Wilcox Warren | Director | Aug 11 | Grant / award · A | +20,869 | — | — | 38,910 |
| Miramontes Louis | Director | Aug 11 | Grant / award · A | +25,042 | — | — | 118,972 |
| Tambor Richard N. | Director | Jun 15 | Gift · G | +36,127 | — | — | 36,127 |
| Tambor Richard N. | Director | Jun 15 | Gift · G | −36,127 | — | — | 4,523 |
| Tambor Richard N. | Director | Jun 15 | Gift · G | +36,127 | — | — | 36,127 |
| Tambor Richard N. | Director | Jun 15 | Gift · G | −36,127 | — | — | 40,650 |
| Bland Douglas K | Chief Executive Officer | Jun 10 | Grant / award · A | +463,822 | — | — | 463,822 |
| Layton Kathleen I. | Chief Legal Officer | Mar 10 | Grant / award · A | +70,357 | — | — | 296,229 |
| Layton Kathleen I. | Chief Legal Officer | Mar 10 | Open-market sale · S | −12,401 | $4.90 | −$60.8K | 225,872 |
| Layton Kathleen I. | Chief Legal Officer | Mar 10 | Open-market sale · S | −5,556 | $4.90 | −$27.2K | 238,273 |
| Layton Kathleen I. | Chief Legal Officer | Mar 10 | Open-market sale · S | −1,398 | $4.90 | −$6.85K | 243,829 |
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