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 | 121,387 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 20,869 · Balance 121,387 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. |
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.
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 21:33 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 20,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000074 · wk-form4_1786656798.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,387 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 |
| July 18, 2025 Filed Jul 22, 2025 21:13 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 18,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000063 · wk-form4_1753218777.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,518 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 20:57 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 26,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000084 · wk-form4_1719608258.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,428 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 |
| December 31, 2023 Filed Jan 4, 2024 01:44 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 2,982 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000006 · wk-form4_1704332644.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,741 F1 · price: The shares represent a fully vested restricted stock unit award. Each restricted stock unit represents the right to receive at settlement, one share of common stock. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2023 director fees were earned (January 30, 2028). Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 21:37 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 2,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000150 · wk-form4_1696369046.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,759 F1 · shares: The shares represent a fully vested restricted stock unit award. Each restricted stock unit represents the right to receive at settlement, one share of common stock. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2023 director fees were earned (January 30, 2028). Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:35 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 2,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000119 · wk-form4_1688592944.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,017 F1 · shares: The shares represent a fully vested restricted stock unit award. Each restricted stock unit represents the right to receive at settlement, one share of common stock. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2023 director fees were earned (January 30, 2028). Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 21:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 19,441 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000081 · wk-form4_1686172069.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,040 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of September 6, 2023, December 6, 2023, March 6, 2024, and upon the earlier of (i) the date of the Issuer's 2024 annual stockholder meeting or (ii) June 6, 2024, subject to the Reporting Person's continued service through such date. F2 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 21:07 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 2,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000055 · wf-form4_168064243603643.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,599 F1 · shares: The shares represent a fully vested restricted stock unit award. Each restricted stock unit represents the right to receive at settlement, one share of common stock. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2022 director fees were earned (January 30, 2027). Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 22:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 2,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000002 · wf-form4_167278445023134.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,012 F1 · shares: The shares represent a fully vested restricted stock unit award. Each restricted stock unit represents the right to receive at settlement, one share of common stock. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2022 director fees were earned (January 30, 2027). Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:03 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 3,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000199 · wf-form4_166483094933489.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,290 F1 · shares: The shares represent a fully vested restricted stock unit award. Each restricted stock unit represents the right to receive at settlement, one share of common stock. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2022 director fees were earned (January 30, 2027). Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 00:05 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 1,663 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000140 · wf-form4_165663389725208.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,143 F1 · shares: The shares represent a fully vested restricted stock unit award. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2022 director fees were earned (January 30, 2027) Read SEC document |
| June 14, 2022 Filed Jun 15, 2022 22:29 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 12,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000122 · wf-form4_165533212856601.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,480 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of September 14, 2022, December 14, 2022, March 14, 2023, and upon the earlier of (i) the date immediately preceding the Issuer's 2023 annual stockholder meeting or (ii) June 14, 2023, subject to the Reporting Person's continued service through such date. F2 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 21:58 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 958 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000076 · wf-form4_164910950728934.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,929 F1 · shares: The shares represent a fully vested restricted stock unit award. The Reporting Person has elected to defer delivery of the shares, pursuant to the Restricted Stock Unit Award Grant Notice (Non-Employee Director) and Restricted Stock Unit Award Agreement and the deferral election form, subject to compliance with the Internal Revenue Code Section 409A. The shares will be delivered in a lump sum on January 30 of the 5th year following the year in which 2022 director fees were earned (January 30, 2027). Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 22:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 3,971 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000203 · wf-form4_163165705431481.xml · nonDerivative · entry 1 Lee Ginny · CIK 0001880890 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,971 F1 · shares: Represents an award of restricted stock units that will vest in a series of three successive equal installments on December 8, 2021, March 8, 2022, and upon the earlier of: (i) the date immediately preceding the date of the Issuer's 2022 annual stockholder meeting or (ii) June 8, 2022, subject to the Reporting Person's continued service through such date. F2 · price: Each restricted stock unit 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.