person · Reporting owner
COBLENTZ JONATHAN AARON
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Oportun Financial CorpOPRT · Entity 5862 | CFO & Chief Admin Officer | March 10, 2025 | March 12, 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 March 10, 2025 · Filed March 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 220,509 |
Ending reported balance
After 2025-03-10 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2025-03-10 · Tax withholding · Disposed 1,385 · Balance 231,097 F1: 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. Row 2 · 2025-03-10 · Tax withholding · Disposed 5,831 · Balance 225,266 F1: 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. Row 3 · 2025-03-10 · Tax withholding · Disposed 2,180 · Balance 223,086 F1: 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. Row 4 · 2025-03-10 · Tax withholding · Disposed 2,577 · Balance 220,509 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote. | 298,280 |
Reported balance
Holding disclosure · report date 2025-03-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 298,280 F2: These shares are held in the Jonathan A. Coblentz Revocable Trust U/A/D 3/31/2017 for which the Reporting Person is the Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: These shares are held in the Jonathan A. Coblentz Revocable Trust U/A/D 3/31/2017 for which the Reporting Person is the Trustee.
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, 2025 Filed Mar 12, 2025 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000020 · wk-form4_1741813869.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,509 F1 · price: 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, 2025 Filed Mar 12, 2025 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,180 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000020 · wk-form4_1741813869.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 223,086 F1 · price: 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, 2025 Filed Mar 12, 2025 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 5,831 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000020 · wk-form4_1741813869.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 225,266 F1 · price: 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, 2025 Filed Mar 12, 2025 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,385 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-25-000020 · wk-form4_1741813869.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 231,097 F1 · price: 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 |
| November 29, 2024 Filed Dec 2, 2024 17:05 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 800 | $3.88 | $3,104.00 |
DisclosureSEC source: 0001538716-24-000148 · wk-form4_1733177149.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote. Disclosed balance after: 298,280 F2 · ownership.nature: These shares are held in the Jonathan A. Coblentz Revocable Trust U/A/D 3/31/2017 for which the Reporting Person is the Trustee. Read SEC document |
| November 27, 2024 Filed Dec 2, 2024 17:05 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 24,700 | $3.91 | $96,577.00 |
DisclosureSEC source: 0001538716-24-000148 · wk-form4_1733177149.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote. Disclosed balance after: 297,480 F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.71 to $4.00 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 purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: These shares are held in the Jonathan A. Coblentz Revocable Trust U/A/D 3/31/2017 for which the Reporting Person is the Trustee. Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 17:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 3,706 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000113 · wk-form4_1726177076.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,482 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. F2 · price: Each Restricted Stock Units (RSU) represents the right to receive, at settlement, one share of common stock. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 17:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantPerformance Stock Units · Derivative | 24,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-24-000073 · wk-form4_1718745682.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,667 Underlying: Common Stock · 24,667 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. F5 · 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 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. 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 17:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 24,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000073 · wk-form4_1718745682.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 236,188 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 18:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 7,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-24-000040 · wk-form4_1710886078.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,895 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 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. F4 · 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 18:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,335 | $3.52 | $8,219.20 |
DisclosureSEC source: 0001538716-24-000040 · wk-form4_1710886078.xml · nonDerivative · entry 5 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,521 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 15, 2024 Filed Mar 19, 2024 18:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 6,210 | $3.52 | $21,859.20 |
DisclosureSEC source: 0001538716-24-000040 · wk-form4_1710886078.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 213,856 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 15, 2024 Filed Mar 19, 2024 18:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,446 | $3.52 | $5,089.92 |
DisclosureSEC source: 0001538716-24-000040 · wk-form4_1710886078.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 220,066 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 15, 2024 Filed Mar 19, 2024 18:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 3,236 | $3.52 | $11,390.72 |
DisclosureSEC source: 0001538716-24-000040 · wk-form4_1710886078.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 221,512 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 15, 2024 Filed Mar 19, 2024 18:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 7,895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-24-000040 · wk-form4_1710886078.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 224,748 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 8, 2023 20:18 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantPerformance Stock Units · Derivative | 20,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000184 · wk-form4_1702084727.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,101 Underlying: Common Stock · 20,101 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. F4 · 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 performance metric will be met, and the PSUs will vest, based on percentile achievement. The Company's Compensation Committee will determine and certify in writing within forty-five (45) days following the last day of the TSR period, whether the Company has achieved any TSR goals. 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. F4 · 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 performance metric will be met, and the PSUs will vest, based on percentile achievement. The Company's Compensation Committee will determine and certify in writing within forty-five (45) days following the last day of the TSR period, whether the Company has achieved any TSR goals. 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. F4 · 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 performance metric will be met, and the PSUs will vest, based on percentile achievement. The Company's Compensation Committee will determine and certify in writing within forty-five (45) days following the last day of the TSR period, whether the Company has achieved any TSR goals. 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 8, 2023 20:18 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 20,101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000184 · wk-form4_1702084727.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 216,853 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 17:54 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 3,732 | $7.51 | $28,027.32 |
DisclosureSEC source: 0001538716-23-000134 · wk-form4_1694469279.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 196,752 F1 · acquired: 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 |
| July 20, 2023 Filed Jul 21, 2023 18:05 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,545 | $4.40 Strike: $4.40 | $19,998.00 |
DisclosureSEC source: 0001538716-23-000123 · wk-form4_1689977134.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,545 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. F2 · derivative.exercise_date: The option is fully vested. Read SEC document |
| July 20, 2023 Filed Jul 21, 2023 18:05 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 4,545 | $4.40 | $19,998.00 |
DisclosureSEC source: 0001538716-23-000123 · wk-form4_1689977134.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,484 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 20, 2023 Filed Mar 20, 2023 17:36 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 40,000 | $3.62 | $144,800.00 |
DisclosureSEC source: 0001538716-23-000051 · wf-form4_167934818342522.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,939 F3 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $3.53 to $3.75 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 17:36 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 50,000 | $3.10 | $155,000.00 |
DisclosureSEC source: 0001538716-23-000051 · wf-form4_167934818342522.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,939 F2 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.785 to $3.425 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 17:36 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 10,000 | $2.63 | $26,300.00 |
DisclosureSEC source: 0001538716-23-000051 · wf-form4_167934818342522.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,939 F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $2.625 to $2.635 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 17:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 7,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000041 · wf-form4_167882991554277.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,895 Underlying: Common Stock · 7,895 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 17:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 5,309 | $4.32 | $22,934.88 |
DisclosureSEC source: 0001538716-23-000041 · wf-form4_167882991554277.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,939 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 17:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,335 | $4.32 | $5,767.20 |
DisclosureSEC source: 0001538716-23-000041 · wf-form4_167882991554277.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,248 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 17:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 3,220 | $4.32 | $13,910.40 |
DisclosureSEC source: 0001538716-23-000041 · wf-form4_167882991554277.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,583 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 17:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 7,895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000041 · wf-form4_167882991554277.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,803 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 17:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 5,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-23-000018 · wf-form4_167822664752089.xml · derivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,950 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 17:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,427 | $6.00 | $14,562.00 |
DisclosureSEC source: 0001538716-23-000018 · wf-form4_167822664752089.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,908 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 17:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 5,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-23-000018 · wf-form4_167822664752089.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,335 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 13, 2022 Filed Dec 14, 2022 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 53,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000231 · wf-form4_167105583159419.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 272,780 F1 · shares: This transaction involved a transfer of securities by the Reporting Person to the Jonathan A. Coblentz dated 03/31/2017 for which the Reporting Person is the Trustee. F2 · ownership.nature: These shares are held in the Jonathan A. Coblentz Revocable Trust U/A/D 3/31/2017 for which the Reporting Person is the Trustee. Read SEC document |
| December 13, 2022 Filed Dec 14, 2022 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 53,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000231 · wf-form4_167105583159419.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,385 F1 · shares: This transaction involved a transfer of securities by the Reporting Person to the Jonathan A. Coblentz dated 03/31/2017 for which the Reporting Person is the Trustee. Read SEC document |
| November 11, 2022 Filed Nov 14, 2022 16:30 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 8,575 | $6.74 | $57,755.20 |
DisclosureSEC source: 0001538716-22-000220 · wf-form4_166846138379890.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,647 F2 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.48 to $6.83 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 16:30 UTC | Oportun Financial Corp OPRT · Entity 5862 | PurchaseCommon Stock | 29,574 | $6.42 | $189,767.49 |
DisclosureSEC source: 0001538716-22-000220 · wf-form4_166846138379890.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,072 F1 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.86 to $6.50 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 purchased at each separate price within the range set forth in this footnote. Read SEC document |
| September 12, 2022 Filed Sep 14, 2022 17:01 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 5,351 | $5.85 | $31,303.35 |
DisclosureSEC source: 0001538716-22-000184 · wf-form4_166318926303939.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,498 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 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 9,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000170 · wf-form4_166206668040424.xml · derivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,225 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 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 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 4,574 | $5.33 | $24,379.42 |
DisclosureSEC source: 0001538716-22-000170 · wf-form4_166206668040424.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,849 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 |
| August 30, 2022 Filed Sep 1, 2022 17:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000170 · wf-form4_166206668040424.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,423 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 25, 2022 Filed Mar 29, 2022 17:24 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantStock Option (Right to Buy) · Derivative | 35,058 | $13.39 Strike: $13.39 | $469,426.62 |
DisclosureSEC source: 0001538716-22-000070 · wf-form4_164858904928971.xml · derivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,058 Underlying: Common Stock · 35,058 shares Expires 2032-03-24 F5 · derivative.exercise_date: The stock options vest over four years from March 10, 2022 with 1/4 of the options vesting on March 10, 2023 and 1/36 of the remaining option shares vesting monthly over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| March 25, 2022 Filed Mar 29, 2022 17:24 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 62,218 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000070 · wf-form4_164858904928971.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,198 F3 · shares: 1/4 of the restricted stock units will vest on March 10, 2023 and 1/4 of the restricted stock units vest annually over three years, subject to the continued service of the Reporting Person on each vesting date. F4 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| March 15, 2022 Filed Mar 29, 2022 17:24 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 70,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000070 · wf-form4_164858904928971.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 219,518 F1 · shares: This transaction involved a transfer of securities by the Reporting Person to the Jonathan A. Coblentz Revocable Trust dated 3/31/17 for which the Reporting Person is the Trustee. F2 · ownership.nature: These shares are held in the Jonathan A. Coblentz Revocable Trust U/A/D 3/31/2017 for which the Reporting Person is the Trustee. Read SEC document |
| March 15, 2022 Filed Mar 29, 2022 17:24 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 70,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000070 · wf-form4_164858904928971.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,980 F1 · shares: This transaction involved a transfer of securities by the Reporting Person to the Jonathan A. Coblentz Revocable Trust dated 3/31/17 for which the Reporting Person is the Trustee. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 18:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,775 | $10.23 | $99,998.25 |
DisclosureSEC source: 0001538716-22-000040 · wf-form4_164695384222722.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,110 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, 2022 Filed Mar 10, 2022 18:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 29,527 | $13.26 | $391,528.02 |
DisclosureSEC source: 0001538716-22-000040 · wf-form4_164695384222722.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,335 F1 · shares: Represents shares withheld by the Issuer to pay the exercise price and taxes pursuant to the "net exercise" of 58,770 option shares. Read SEC document |
| March 10, 2022 Filed Mar 10, 2022 18:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 58,770 | $1.32 | $77,576.40 |
DisclosureSEC source: 0001538716-22-000040 · wf-form4_164695384222722.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,862 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, 2022 Filed Mar 14, 2022 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 7,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000044 · wf-form4_164729464449484.xml · derivative · entry 5 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,790 Underlying: Common Stock · 7,895 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: 1/4 of the restricted stock units vested on March 10, 2021 and 1/4 of the restricted stock units vest annually over three years, subject to the continued service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: 1/4 of the restricted stock units vested on March 10, 2021 and 1/4 of the restricted stock units vest annually over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,220 | $13.26 | $16,177.20 |
DisclosureSEC source: 0001538716-22-000044 · wf-form4_164729464449484.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,054 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, 2022 Filed Mar 14, 2022 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,731 | $13.26 | $36,213.06 |
DisclosureSEC source: 0001538716-22-000044 · wf-form4_164729464449484.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,274 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, 2022 Filed Mar 14, 2022 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 7,895 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000044 · wf-form4_164729464449484.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,005 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.