Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Oportun Financial CorpOPRT · Entity 5862 | Director | July 18, 2025 | July 22, 2025 |
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 July 18, 2025 · Filed July 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,643 |
Reported balance
After 2025-07-18 transaction · row 1
1 source rowRow 1 · 2025-07-18 · Grant · Acquired 18,090 · Balance 95,643 F1: 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: 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 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: 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 |
|---|---|---|---|---|---|---|
| July 18, 2025 Filed Jul 22, 2025 21:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 18,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000068 · wk-form4_1753219139.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,643 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 20:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 26,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000080 · wk-form4_1719607823.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,553 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 |
| June 06, 2023 Filed Jun 7, 2023 21:06 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 19,441 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000079 · wk-form4_1686171966.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,866 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 |
| June 14, 2022 Filed Jun 15, 2022 22:26 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 12,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000120 · wf-form4_165533198059983.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,425 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 |
| June 08, 2021 Filed Jun 10, 2021 21:34 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 6,010 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000117 · wf-form4_162336087628260.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,874 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of September 8, 2021, December 8, 2021, March 8, 2022, and upon the earlier of (i) the date immediately preceding 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 |
| June 08, 2020 Filed Jun 9, 2020 00:51 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000078 · wf-form4_159166386964512.xml · derivative · entry 2 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 714 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: The Reporting Person was granted restricted stock units which represent a contingent right to receive one share of Common Stock for each restrict stock unit. The restrict stock units will vest quarterly over one year from June 6, 2019, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date (the "Service and Vesting Requirement"). F2 · derivative.exercise_date: The Reporting Person was granted restricted stock units which represent a contingent right to receive one share of Common Stock for each restrict stock unit. The restrict stock units will vest quarterly over one year from June 6, 2019, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date (the "Service and Vesting Requirement"). F2 · derivative.expiration_date: The Reporting Person was granted restricted stock units which represent a contingent right to receive one share of Common Stock for each restrict stock unit. The restrict stock units will vest quarterly over one year from June 6, 2019, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date (the "Service and Vesting Requirement"). Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 00:51 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 714 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000078 · wf-form4_159166386964512.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,864 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 · shares: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 00:53 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 10,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000069 · wf-form4_159131838224112.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,150 F1 · shares: Represents an award of restricted stock units that will vest one-fourth on each of September 3, 2020, December 3, 2020, March 3, 2021, and upon the earlier of (i) the date of the Issuer's 2021 annual stockholder meeting or (ii) June 3, 2021, subject to the Reporting Person's continued service through such date. Read SEC document |
| March 24, 2020 Filed Mar 27, 2020 00:20 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000021 · wf-form4_158526841999607.xml · derivative · entry 2 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 714 Underlying: Common Stock · 2,141 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. F2 · derivative.exercise_date: The restricted stock units vest quarterly over one year from June 6, 2019, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date (the "Service and Vesting Requirement"). In addition to the Service and Vesting Requirement, the shares only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. F2 · derivative.expiration_date: The restricted stock units vest quarterly over one year from June 6, 2019, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date (the "Service and Vesting Requirement"). In addition to the Service and Vesting Requirement, the shares only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. Read SEC document |
| March 24, 2020 Filed Mar 27, 2020 00:20 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 2,141 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000021 · wf-form4_158526841999607.xml · nonDerivative · entry 1 Barefoot Jo Ann · CIK 0001786294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,141 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.