Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Oportun Financial CorpOPRT · Entity 5862 | Chief Credit Officer | March 10, 2026 | March 12, 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 March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 514,665 |
Ending reported balance
After 2026-03-10 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-10 · Sale · Disposed 12,099 · Balance 481,818 F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2026-03-10 · Sale · Disposed 8,666 · Balance 473,152 F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2026-03-10 · Sale · Disposed 14,172 · Balance 458,980 F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2026-03-10 · Sale · Disposed 19,362 · Balance 439,618 F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 5 · 2026-03-10 · Grant · Acquired 75,047 · Balance 514,665 F2: The Restricted Stock Units (RSU) vest in 3 equal annual installments from the vesting commencement date of March 10, 2026, subject to the continued service of the Reporting Person on each vesting date. F3: Each RSU represents the right to receive, at settlement, one share of common stock. |
| Performance Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-10 | Direct | 37,524 |
Reported balance
After 2026-03-10 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-10 · Grant · Acquired 37,524 · Balance 37,524 F4: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2026 through 2028. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 125% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2029. F5: Each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The Restricted Stock Units (RSU) vest in 3 equal annual installments from the vesting commencement date of March 10, 2026, subject to the continued service of the Reporting Person on each vesting date.
F3: Each RSU represents the right to receive, at settlement, one share of common stock.
F4: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2026 through 2028. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 125% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2029.
F5: Each Performance-Based RSU (PSU) 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 |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Mar 12, 2026 22:09 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantPerformance Stock Units · Derivative | 37,524 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000023 · wk-form4_1773353340.xml · derivative · entry 6 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,524 Underlying: Common Stock · 37,524 shares Expires 2029-03-10 F4 · derivative.exercise_price: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2026 through 2028. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 125% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2029. F4 · shares: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2026 through 2028. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 125% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2029. F5 · price: Each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock. F4 · derivative.exercise_date: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2026 through 2028. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 125% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2029. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 22:09 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 75,047 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-26-000023 · wk-form4_1773353340.xml · nonDerivative · entry 5 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 514,665 F2 · shares: The Restricted Stock Units (RSU) vest in 3 equal annual installments from the vesting commencement date of March 10, 2026, subject to the continued service of the Reporting Person on each vesting date. F3 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 22:09 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 19,362 | $4.90 | $94,873.80 |
DisclosureSEC source: 0001538716-26-000023 · wk-form4_1773353340.xml · nonDerivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 439,618 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 22:09 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 14,172 | $4.90 | $69,442.80 |
DisclosureSEC source: 0001538716-26-000023 · wk-form4_1773353340.xml · nonDerivative · entry 3 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 458,980 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 22:09 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 8,666 | $4.90 | $42,463.40 |
DisclosureSEC source: 0001538716-26-000023 · wk-form4_1773353340.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,152 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2026 Filed Mar 12, 2026 22:09 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 12,099 | $4.90 | $59,285.10 |
DisclosureSEC source: 0001538716-26-000023 · wk-form4_1773353340.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 481,818 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 31, 2025 Filed Jan 6, 2026 02:31 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 95,603 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001786250-26-000002 · wk-form4_1767666712.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 493,917 F1 · price: 100% of the RSUs shall vest on June 30, 2027, subject to the continued service of the Reporting Person on such date and subject to vesting acceleration upon certain involuntary termination events. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:59 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantPerformance Stock Units · Derivative | 73,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-25-000030 · wk-form4_1743800354.xml · derivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,530 Underlying: Common Stock · 73,530 shares Expires 2028-03-10 F4 · derivative.exercise_price: Each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock. F5 · shares: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2025 through 2027. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 156% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2028. F5 · derivative.exercise_date: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2025 through 2027. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 156% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2028. F5 · derivative.underlying_shares: Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2025 through 2027. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 156% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2028. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 20:59 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 110,295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000030 · wk-form4_1743800354.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 398,314 F1 · shares: The Restricted Stock Units (RSU) vest in 3 equal annual installments from the vesting commencement date of March 10, 2025, subject to the continued service of the Reporting Person on each vesting date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:16 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 17,409 | $5.99 | $104,279.91 |
DisclosureSEC source: 0001538716-25-000024 · wk-form4_1741814174.xml · nonDerivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 288,019 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $5.69 to $6.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:16 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 10,641 | $5.99 | $63,739.59 |
DisclosureSEC source: 0001538716-25-000024 · wk-form4_1741814174.xml · nonDerivative · entry 3 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 305,428 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $5.69 to $6.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:16 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 14,175 | $5.99 | $84,908.25 |
DisclosureSEC source: 0001538716-25-000024 · wk-form4_1741814174.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 316,069 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $5.69 to $6.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 21:16 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 3,116 | $5.99 | $18,664.84 |
DisclosureSEC source: 0001538716-25-000024 · wk-form4_1741814174.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330,244 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $5.69 to $6.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 22:30 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 8,403 | $3.80 | $31,931.40 |
DisclosureSEC source: 0001538716-24-000152 · wk-form4_1733956216.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 333,360 F1 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $3.78 to $3.835 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 21:46 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 7,787 | $2.45 | $19,078.15 |
DisclosureSEC source: 0001538716-24-000117 · wk-form4_1726177582.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 341,763 F1 · shares: These shares were automatically sold on behalf of the Reporting Person to cover tax withholding obligations in connection with the vesting of restricted stock units on September 10, 2024, and this sale does not represent a discretionary trade by the Reporting Person. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $2.38 to $2.49 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 21:18 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantPerformance Stock Units · Derivative | 80,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-24-000071 · wk-form4_1718745505.xml · derivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,726 Underlying: Common Stock · 80,726 shares Expires 2027-03-10 F4 · derivative.exercise_price: Each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock. F5 · shares: PSUs will vest based on the Company's achievement of absolute total shareholder return (Company TSR). The TSR period will be the three (3) year period covering calendar years 2024 through 2026. The target number of units subject to the award is presented in the table. The performance metric will be met, and the PSUs will vest, based on percentile achievement of 0% to 125% of the target number of units, depending on performance. Any PSUs achieved above 100% of target may be paid out to the Reporting Person in either cash or shares of common stock, at the sole discretion of the Company's Compensation and Leadership Committee. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that are achieved will be scheduled to vest on March 10, 2027. F4 · derivative.exercise_date: Each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock. F5 · derivative.underlying_shares: PSUs will vest based on the Company's achievement of absolute total shareholder return (Company TSR). The TSR period will be the three (3) year period covering calendar years 2024 through 2026. The target number of units subject to the award is presented in the table. The performance metric will be met, and the PSUs will vest, based on percentile achievement of 0% to 125% of the target number of units, depending on performance. Any PSUs achieved above 100% of target may be paid out to the Reporting Person in either cash or shares of common stock, at the sole discretion of the Company's Compensation and Leadership Committee. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that are achieved will be scheduled to vest on March 10, 2027. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 21:18 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 80,726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000071 · wk-form4_1718745505.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 349,550 F1 · shares: The Restricted Stock Units (RSU) vest in 3 equal annual installments from the vesting commencement date of March 10, 2024, subject to the continued service of the Reporting Person on each vesting date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 9,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-24-000044 · wk-form4_1710886456.xml · derivative · entry 8 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,869 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. F5 · derivative.exercise_date: The restricted stock units vested over four years from March 10, 2020 with 1/4 of the restricted stock units vesting annually on each anniversary date, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F5 · derivative.expiration_date: The restricted stock units vested over four years from March 10, 2020 with 1/4 of the restricted stock units vesting annually on each anniversary date, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 10,257 | $3.03 | $31,078.71 |
DisclosureSEC source: 0001538716-24-000044 · wk-form4_1710886456.xml · nonDerivative · entry 5 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,824 F2 · shares: Represents shares of common stock sold to satisfy the reporting person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $2.78 to $3.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 13,328 | $3.03 | $40,383.84 |
DisclosureSEC source: 0001538716-24-000044 · wk-form4_1710886456.xml · nonDerivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 279,081 F2 · shares: Represents shares of common stock sold to satisfy the reporting person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $2.78 to $3.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 3,023 | $3.03 | $9,159.69 |
DisclosureSEC source: 0001538716-24-000044 · wk-form4_1710886456.xml · nonDerivative · entry 3 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,409 F2 · shares: Represents shares of common stock sold to satisfy the reporting person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $2.78 to $3.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 6,816 | $3.03 | $20,652.48 |
DisclosureSEC source: 0001538716-24-000044 · wk-form4_1710886456.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,432 F2 · shares: Represents shares of common stock sold to satisfy the reporting person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $2.78 to $3.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000044 · wk-form4_1710886456.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| December 06, 2023 Filed Dec 9, 2023 01:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantPerformance Stock Units · Derivative | 49,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000180 · wk-form4_1702084439.xml · derivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,339 Underlying: Common Stock · 49,339 shares Expires 2026-03-10 F2 · derivative.exercise_price: Each Restricted Stock Unit (RSU) and each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock. F3 · shares: PSUs will vest based on the Company's achievement of absolute total shareholder return (Company TSR). The TSR period will be the three (3) year period covering calendar years 2023 through 2025. The target number of units subject to the award is presented in the table. The performance metric will be met, and the PSUs will vest, based on percentile achievement of 0% to 125% of the target number of units, depending on performance. Any PSUs achieved above 100% of target may be paid out to the Reporting Person in either cash or shares of common stock, at the sole discretion of the Company's Compensation and Leadership Committee. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that are achieved will be scheduled to vest on March 10, 2026. F3 · derivative.exercise_date: PSUs will vest based on the Company's achievement of absolute total shareholder return (Company TSR). The TSR period will be the three (3) year period covering calendar years 2023 through 2025. The target number of units subject to the award is presented in the table. The performance metric will be met, and the PSUs will vest, based on percentile achievement of 0% to 125% of the target number of units, depending on performance. Any PSUs achieved above 100% of target may be paid out to the Reporting Person in either cash or shares of common stock, at the sole discretion of the Company's Compensation and Leadership Committee. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that are achieved will be scheduled to vest on March 10, 2026. F3 · derivative.underlying_shares: PSUs will vest based on the Company's achievement of absolute total shareholder return (Company TSR). The TSR period will be the three (3) year period covering calendar years 2023 through 2025. The target number of units subject to the award is presented in the table. The performance metric will be met, and the PSUs will vest, based on percentile achievement of 0% to 125% of the target number of units, depending on performance. Any PSUs achieved above 100% of target may be paid out to the Reporting Person in either cash or shares of common stock, at the sole discretion of the Company's Compensation and Leadership Committee. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that are achieved will be scheduled to vest on March 10, 2026. Read SEC document |
| December 06, 2023 Filed Dec 9, 2023 01:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 49,339 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000180 · wk-form4_1702084439.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 292,379 F1 · shares: The Restricted Stock Units (RSU) vest in 3 equal annual installments from the vesting commencement date of March 10, 2023, subject to the continued service of the Reporting Person on each vesting date. F2 · price: Each Restricted Stock Unit (RSU) and each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock. Read SEC document |
| September 10, 2023 Filed Sep 11, 2023 21:59 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 7,231 | $7.51 | $54,304.81 |
DisclosureSEC source: 0001538716-23-000138 · wk-form4_1694469563.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 243,040 F1 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax obligations in connection with the vesting of previously reported restricted stock units. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 45,454 | $4.40 Strike: $4.40 | $199,997.60 |
DisclosureSEC source: 0001538716-23-000103 · wk-form4_1686862228.xml · derivative · entry 8 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,454 shares Expires 2023-08-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 22,727 | $4.40 Strike: $4.40 | $99,998.80 |
DisclosureSEC source: 0001538716-23-000103 · wk-form4_1686862228.xml · derivative · entry 7 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,727 shares Expires 2023-07-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option is fully vested. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 40,521 | $5.86 | $237,453.06 |
DisclosureSEC source: 0001538716-23-000103 · wk-form4_1686862228.xml · nonDerivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 250,271 F2 · shares: Represents shares withheld by the issuer to pay the exercise price and taxes pursuant to the "net exercise" of 45,454 option shares. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 45,454 | $4.40 | $199,997.60 |
DisclosureSEC source: 0001538716-23-000103 · wk-form4_1686862228.xml · nonDerivative · entry 3 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,792 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 17,065 | $5.86 | $100,000.90 |
DisclosureSEC source: 0001538716-23-000103 · wk-form4_1686862228.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 245,338 F1 · shares: Represents tender of previously owned shares to cover the exercise price of the stock options. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 20:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 22,727 | $4.40 | $99,998.80 |
DisclosureSEC source: 0001538716-23-000103 · wk-form4_1686862228.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 9,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000045 · wf-form4_167883047369645.xml · derivative · entry 7 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,869 Underlying: Common Stock · 9,868 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. F4 · derivative.exercise_date: The restricted stock units vest over four years from March 10, 2020 with 1/4 of the restricted stock units vesting annually on each anniversary date, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F4 · derivative.expiration_date: The restricted stock units vest over four years from March 10, 2020 with 1/4 of the restricted stock units vesting annually on each anniversary date, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 11,369 | $4.32 | $49,114.08 |
DisclosureSEC source: 0001538716-23-000045 · wf-form4_167883047369645.xml · nonDerivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,676 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax obligations in connection with the vesting of previously reported restricted stock units. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,335 | $4.32 | $10,087.20 |
DisclosureSEC source: 0001538716-23-000045 · wf-form4_167883047369645.xml · nonDerivative · entry 3 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,045 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax obligations in connection with the vesting of previously reported restricted stock units. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 5,501 | $4.32 | $23,764.32 |
DisclosureSEC source: 0001538716-23-000045 · wf-form4_167883047369645.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,380 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax obligations in connection with the vesting of previously reported restricted stock units. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 21:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000045 · wf-form4_167883047369645.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,881 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 8,925 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000022 · wf-form4_167822707163217.xml · derivative · entry 5 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,925 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. F4 · derivative.exercise_date: The Restricted Stock Units fully vested on March 3, 2023. F4 · derivative.expiration_date: The Restricted Stock Units fully vested on March 3, 2023. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 5,366 | $6.00 | $32,196.00 |
DisclosureSEC source: 0001538716-23-000022 · wf-form4_167822707163217.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,013 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax obligations in connection with the vesting of previously reported restricted stock units. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 8,925 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000022 · wf-form4_167822707163217.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,379 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 28, 2022 Filed Nov 28, 2022 23:25 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,761 | $1.87 Strike: $1.87 | $5,163.07 |
DisclosureSEC source: 0001538716-22-000223 · wf-form4_166967788191201.xml · derivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,761 shares Expires 2022-12-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option is fully vested. Read SEC document |
| November 28, 2022 Filed Nov 28, 2022 23:25 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 2,761 | $1.87 | $5,163.07 |
DisclosureSEC source: 0001538716-22-000223 · wf-form4_166967788191201.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,454 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 21:05 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 7,231 | $5.85 | $42,301.35 |
DisclosureSEC source: 0001538716-22-000188 · wf-form4_166318954140829.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,693 F1 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax obligations in connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 21:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 12,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000174 · wf-form4_166206702156769.xml · derivative · entry 7 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,580 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. F4 · derivative.exercise_date: The restricted stock units fully vested on August 30, 2022. F4 · derivative.expiration_date: The restricted stock units fully vested on August 30, 2022. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 21:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 6,988 | $5.33 | $37,246.04 |
DisclosureSEC source: 0001538716-22-000174 · wf-form4_166206702156769.xml · nonDerivative · entry 6 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,924 F3 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax obligations in connection with the vesting of previously reported restricted stock units. Read SEC document |
| August 30, 2022 Filed Sep 1, 2022 21:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 12,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000174 · wf-form4_166206702156769.xml · nonDerivative · entry 5 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,912 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| June 14, 2022 Filed Sep 1, 2022 21:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000174 · wf-form4_166206702156769.xml · nonDerivative · entry 4 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Child 2 Disclosed balance after: 2,900 F1 · shares: This transaction involved a gift of securities by the Reporting Person to his child, who shares Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held by his child, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of his child's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 14, 2022 Filed Sep 1, 2022 21:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000174 · wf-form4_166206702156769.xml · nonDerivative · entry 3 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 244,332 F1 · shares: This transaction involved a gift of securities by the Reporting Person to his child, who shares Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held by his child, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of his child's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 14, 2022 Filed Sep 1, 2022 21:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000174 · wf-form4_166206702156769.xml · nonDerivative · entry 2 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Child 1 Disclosed balance after: 2,900 F1 · shares: This transaction involved a gift of securities by the Reporting Person to his child, who shares Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held by his child, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of his child's shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 14, 2022 Filed Sep 1, 2022 21:17 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 2,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000174 · wf-form4_166206702156769.xml · nonDerivative · entry 1 Kirscht Patrick · CIK 0001786250 · Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,232 F1 · shares: This transaction involved a gift of securities by the Reporting Person to his child, who shares Reporting Person's household. The Reporting Person disclaims beneficial ownership of the shares held by his child, and this report should not be deemed an admission that the Reporting Person is the beneficial owner of his child's shares for purposes of Section 16 or for any other purpose. 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.