Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Oportun Financial CorpOPRT · Entity 5862 | Director | August 11, 2026 | August 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Oportun Financial Corp
Report date August 11, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,392 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 20,869 · Balance 25,392 F1: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date. F2: Each RSU represents the right to receive, at settlement, one share of common stock. |
| Common StockSEC Table I · non-derivative | IndirectRichard Tambor Revocable Living Trust | 36,127 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 36,127 F3: Represents shares held by the Richard Tambor Revocable Living Trust dated January 6, 2026, for which the Reporting Person is the trustee. |
| Common StockSEC Table I · non-derivative | IndirectThe Dorsey Grant Revocable Living Trust | 36,127 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 36,127 F4: Represents shares held by The Dorsey Grant Revocable Living Trust dated January 6, 2026. The Reporting Person is not the trustee but may be deemed to beneficially own the shares held by the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date.
F2: Each RSU represents the right to receive, at settlement, one share of common stock.
F3: Represents shares held by the Richard Tambor Revocable Living Trust dated January 6, 2026, for which the Reporting Person is the trustee.
F4: Represents shares held by The Dorsey Grant Revocable Living Trust dated January 6, 2026. The Reporting Person is not the trustee but may be deemed to beneficially own the shares held by the trust.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 13, 2026 21:31 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 20,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000072 · wk-form4_1786656663.xml · nonDerivative · entry 1 Tambor Richard N. · CIK 0001610440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,392 F1 · shares: Represents an award of restricted stock units (RSUs) that will vest one-fourth on each of November 11, 2026, February 11, 2027, May 11, 2027, and upon the earlier of (i) the date immediately preceding the Issuer's 2027 annual stockholder meeting or (ii) August 11, 2027, subject to the Reporting Person's continued service through such date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| June 15, 2026 Filed Jun 29, 2026 21:15 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 36,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000056 · wk-form4_1782767738.xml · nonDerivative · entry 4 Tambor Richard N. · CIK 0001610440 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The Dorsey Grant Revocable Living Trust Disclosed balance after: 36,127 F2 · price: Represents a transfer of securities by the Reporting Person to The Dorsey Grant Revocable Living Trust dated January 6, 2026. The Reporting Person is not the trustee but may be deemed to beneficially own the shares held by the trust. Read SEC document |
| June 15, 2026 Filed Jun 29, 2026 21:15 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 36,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000056 · wk-form4_1782767738.xml · nonDerivative · entry 3 Tambor Richard N. · CIK 0001610440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,523 F2 · price: Represents a transfer of securities by the Reporting Person to The Dorsey Grant Revocable Living Trust dated January 6, 2026. The Reporting Person is not the trustee but may be deemed to beneficially own the shares held by the trust. Read SEC document |
| June 15, 2026 Filed Jun 29, 2026 21:15 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 36,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000056 · wk-form4_1782767738.xml · nonDerivative · entry 2 Tambor Richard N. · CIK 0001610440 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Richard Tambor Revocable Living Trust Disclosed balance after: 36,127 F1 · price: Represents a transfer of securities by the Reporting Person to the Richard Tambor Revocable Living Trust dated January 6, 2026, for which the Reporting Person is the trustee. Read SEC document |
| June 15, 2026 Filed Jun 29, 2026 21:15 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 36,127 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000056 · wk-form4_1782767738.xml · nonDerivative · entry 1 Tambor Richard N. · CIK 0001610440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,650 F1 · price: Represents a transfer of securities by the Reporting Person to the Richard Tambor Revocable Living Trust dated January 6, 2026, for which the Reporting Person is the trustee. Read SEC document |
| July 18, 2025 Filed Jul 22, 2025 21:02 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 18,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000055 · wk-form4_1753218162.xml · nonDerivative · entry 1 Tambor Richard N. · CIK 0001610440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,777 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of October 18, 2025, January 18, 2026, April 18, 2026, and upon the earlier of (i) the date immediately preceding the Issuer's 2026 annual stockholder meeting or (ii) July 18, 2026, subject to the Reporting Person's continued service through such date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 21:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 26,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000097 · wk-form4_1719609082.xml · nonDerivative · entry 1 Tambor Richard N. · CIK 0001610440 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,687 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of September 26, 2024, December 26, 2024, March 26, 2025, and upon the earlier of (i) the date immediately preceding the Issuer's 2025 annual stockholder meeting or (ii) June 26, 2025, subject to the Reporting Person's continued service through such date. F2 · price: Each Restricted Stock Units (RSU) represents the right to receive, at settlement, one share of common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.