Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Block, Inc.SQ · Entity 3041 | Interim CFO & Treasurer | January 01, 2019 | January 03, 2019 |
| 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.
Block, Inc.
Report date January 01, 2019 · Filed January 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 90,760 |
Reported balance
After 2019-01-01 transaction · row 1
1 source rowRow 1 · 2019-01-01 · Tax withholding · Disposed 64 · Balance 90,760 F1: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person.
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 | 80,883 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 20,869 · Balance 80,883 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 21:34 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 20,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000076 · wk-form4_1786656861.xml · nonDerivative · entry 1 Daswani Mohit · CIK 0001759184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,883 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 21:15 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 18,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000065 · wk-form4_1753218934.xml · nonDerivative · entry 1 Daswani Mohit · CIK 0001759184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,014 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 |
| December 13, 2024 Filed Dec 13, 2024 22:01 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 7,420 | $3.90 | $28,938.00 |
DisclosureSEC source: 0001538716-24-000158 · wk-form4_1734127287.xml · nonDerivative · entry 1 Daswani Mohit · CIK 0001759184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,924 Read SEC document |
| June 26, 2024 Filed Jun 28, 2024 20:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 26,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000082 · wk-form4_1719607951.xml · nonDerivative · entry 1 Daswani Mohit · CIK 0001759184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,504 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 |
| February 07, 2024 Filed Feb 9, 2024 22:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 7,817 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000019 · wk-form4_1707516657.xml · nonDerivative · entry 1 Daswani Mohit · CIK 0001759184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,817 F1 · price: Represents an award of restricted stock units that will vest in two equal installments, with fifty percent vesting on March 6, 2024 and the remaining fifty percent vesting 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. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:40 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 64 | $56.09 | $3,589.76 |
DisclosureSEC source: 0001209191-19-001205 · doc4.xml · nonDerivative · entry 1 Daswani Mohit · CIK 0001759184 · Interim CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,760 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. Read SEC document |
| December 16, 2018 Filed Dec 18, 2018 22:10 UTC | Block, Inc. SQ · Entity 3041 | Tax withholdingClass A Common Stock | 3,719 | $62.14 | $231,098.66 |
DisclosureSEC source: 0001209191-18-063245 · doc4.xml · nonDerivative · entry 1 Daswani Mohit · CIK 0001759184 · Interim CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,824 F1 · shares: Represents shares that have been withheld by the Issuer to satisfy its income tax and withholding and remittance obligations in connection with the net settlement of restricted stock units and does not represent a sale by the Reporting Person. 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.