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 | 38,910 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Grant · Acquired 20,869 · Balance 38,910 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 21:39 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 20,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000080 · wk-form4_1786657140.xml · nonDerivative · entry 1 WILCOX WARREN · CIK 0001222061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,910 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 |
| August 19, 2025 Filed Aug 21, 2025 21:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 18,041 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000089 · wk-form4_1755811186.xml · nonDerivative · entry 1 WILCOX WARREN · CIK 0001222061 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,041 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.