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 | 80,740 |
Reported balance
After 2025-07-18 transaction · row 1
1 source rowRow 1 · 2025-07-18 · Grant · Acquired 18,090 · Balance 80,740 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 17:06 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 18,090 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000057 · wk-form4_1753218354.xml · nonDerivative · entry 1 Smith Sandra Adele · CIK 0001876283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,740 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 17:06 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 26,687 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000093 · wk-form4_1719608796.xml · nonDerivative · entry 1 Smith Sandra Adele · CIK 0001876283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,650 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 17:12 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 19,441 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000087 · wk-form4_1686172368.xml · nonDerivative · entry 1 Smith Sandra Adele · CIK 0001876283 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,963 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 18:50 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 12,551 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000128 · wf-form4_165533343356443.xml · nonDerivative · entry 1 Smith Sandra Adele · CIK 0001876283 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,522 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 |
| September 10, 2021 Filed Sep 14, 2021 18:07 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 3,971 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000205 · wf-form4_163165723889045.xml · nonDerivative · entry 1 Smith Sandra Adele · CIK 0001876283 · 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.