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, 2022 Filed Mar 21, 2022 19:24 UTC Amendment | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 24,506 | $13.26 | $324,949.56 |
DisclosureSEC source: 0001538716-22-000064 · wf-form4a_164790504592985.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,356 F1 · shares: Amendment is being filed to correct an error to the number of shares withheld to cover taxes pursuant to the "net exercise". Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 18:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,775 | $10.23 Strike: $10.23 | $99,998.25 |
DisclosureSEC source: 0001538716-22-000040 · wf-form4_164695384222722.xml · derivative · entry 8 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,588 Underlying: Common Stock · 9,775 shares Expires 2024-09-28 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 |
| March 08, 2022 Filed Mar 10, 2022 18:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 58,770 | $1.32 Strike: $1.32 | $77,576.40 |
DisclosureSEC source: 0001538716-22-000040 · wf-form4_164695384222722.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 58,770 shares Expires 2022-08-01 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 |
| March 08, 2022 Filed Mar 10, 2022 18:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $1.32 Strike: $1.32 | $26,400.00 |
DisclosureSEC source: 0001538716-22-000040 · wf-form4_164695384222722.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,770 Underlying: Common Stock · 20,000 shares Expires 2022-08-01 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 |
| March 08, 2022 Filed Mar 10, 2022 18:11 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 20,000 | $1.32 | $26,400.00 |
DisclosureSEC source: 0001538716-22-000040 · wf-form4_164695384222722.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,092 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 04, 2022 Filed Mar 7, 2022 17:51 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 29,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000036 · wf-form4_164669347940134.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote. Disclosed balance after: 149,423 F3 · 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. F4 · 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 04, 2022 Filed Mar 7, 2022 17:51 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 29,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000036 · wf-form4_164669347940134.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,092 F3 · 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 |
| March 03, 2022 Filed Mar 7, 2022 17:51 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 5,949 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-22-000036 · wf-form4_164669347940134.xml · derivative · entry 5 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,950 Underlying: Common Stock · 5,949 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 vest over four years from August 30, 2019 with 1/4 of the restricted stock units vesting on each one year anniversary, provided that the Reporting Person remains in continuous service on each vesting date. F5 · derivative.expiration_date: The restricted stock units vest over four years from August 30, 2019 with 1/4 of the restricted stock units vesting on each one year anniversary, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 17:51 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,344 | $15.71 | $36,824.24 |
DisclosureSEC source: 0001538716-22-000036 · wf-form4_164669347940134.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,461 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, 2022 Filed Mar 7, 2022 17:51 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 5,949 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-22-000036 · wf-form4_164669347940134.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,805 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 02, 2021 Filed Dec 6, 2021 18:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,000 | $1.32 Strike: $1.32 | $19,800.00 |
DisclosureSEC source: 0001538716-21-000242 · wf-form4_163883246332785.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,770 Underlying: Common Stock · 15,000 shares Expires 2022-08-01 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 |
| December 02, 2021 Filed Dec 6, 2021 18:14 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 15,000 | $1.32 | $19,800.00 |
DisclosureSEC source: 0001538716-21-000242 · wf-form4_163883246332785.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,856 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 |
| November 12, 2021 Filed Nov 15, 2021 06:12 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,197 | $0.00 Strike: $1.32 | $0.00 |
DisclosureSEC source: 0001397972-21-000002 · wf-form4_163697473279869.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,770 Underlying: Common Stock · 9,197 shares Expires 2022-08-01 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. F4 · derivative.exercise_date: The option is fully vested. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 06:12 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,197 | $1.32 | $12,140.04 |
DisclosureSEC source: 0001397972-21-000002 · wf-form4_163697473279869.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,053 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 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 09:18 UTC Amendment | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 9,197 | $0.00 Strike: $1.32 | $0.00 |
DisclosureSEC source: 0001397972-21-000004 · wf-form4a_163698587404429.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,770 Underlying: Common Stock · 9,197 shares Expires 2022-08-01 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. F4 · derivative.exercise_date: The option is fully vested. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 09:18 UTC Amendment | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 9,197 | $27.50 | $252,917.50 |
DisclosureSEC source: 0001397972-21-000004 · wf-form4a_163698587404429.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,856 F1 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. F2 · price: All shares were sold at the same price. Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 09:18 UTC Amendment | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,197 | $1.32 | $12,140.04 |
DisclosureSEC source: 0001397972-21-000004 · wf-form4a_163698587404429.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,053 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 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 06:12 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,203 | $0.00 Strike: $1.32 | $0.00 |
DisclosureSEC source: 0001397972-21-000002 · wf-form4_163697473279869.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,967 Underlying: Common Stock · 1,203 shares Expires 2022-08-01 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. F4 · derivative.exercise_date: The option is fully vested. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 06:12 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 9,197 | $27.50 | $252,917.50 |
DisclosureSEC source: 0001397972-21-000002 · wf-form4_163697473279869.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,856 F1 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. F2 · price: All shares were sold at the same price. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 06:12 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 1,203 | $27.50 | $33,082.50 |
DisclosureSEC source: 0001397972-21-000002 · wf-form4_163697473279869.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,856 F1 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. F2 · price: All shares were sold at the same price. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 06:12 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 1,203 | $1.32 | $1,587.96 |
DisclosureSEC source: 0001397972-21-000002 · wf-form4_163697473279869.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,059 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 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 09:18 UTC Amendment | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,203 | $0.00 Strike: $1.32 | $0.00 |
DisclosureSEC source: 0001397972-21-000004 · wf-form4a_163698587404429.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,967 Underlying: Common Stock · 1,203 shares Expires 2022-08-01 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. F4 · derivative.exercise_date: The option is fully vested. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 09:18 UTC Amendment | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 1,203 | $27.50 | $33,082.50 |
DisclosureSEC source: 0001397972-21-000004 · wf-form4a_163698587404429.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,856 F1 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. F2 · price: All shares were sold at the same price. Read SEC document |
| November 11, 2021 Filed Nov 15, 2021 09:18 UTC Amendment | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 1,203 | $1.32 | $1,587.96 |
DisclosureSEC source: 0001397972-21-000004 · wf-form4a_163698587404429.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,059 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 · kind: Stock option exercise and sale effected pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. Read SEC document |
| September 10, 2021 Filed Sep 14, 2021 17:53 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 5,351 | $24.15 | $129,226.65 |
DisclosureSEC source: 0001538716-21-000197 · wf-form4_163165636879891.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,856 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, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 9,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · derivative · entry 10 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,225 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. F3 · derivative.exercise_price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. F7 · derivative.exercise_date: The restricted stock units will vest over four years from August 30, 2018 with 1/4 of the shares vesting on each one year anniversary, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F7 · derivative.expiration_date: The restricted stock units will vest over four years from August 30, 2018 with 1/4 of the shares vesting on each one year anniversary, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 4,489 | $24.86 | $111,596.54 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · nonDerivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,207 F4 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · nonDerivative · entry 5 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,696 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 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 8,362 | $25.50 | $213,231.00 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,471 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. F2 · price: All shares were sold at the same price. Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 8,362 | $1.32 | $11,037.84 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,833 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 |
| August 27, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,362 | $1.32 Strike: $1.32 | $11,037.84 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · derivative · entry 9 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,170 Underlying: Common Stock · 8,362 shares Expires 2022-08-01 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. F6 · derivative.exercise_date: The option is fully vested. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,038 | $1.32 Strike: $1.32 | $2,690.16 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · derivative · entry 8 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,532 Underlying: Common Stock · 2,038 shares Expires 2022-08-01 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. F6 · derivative.exercise_date: The option is fully vested. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 2,038 | $25.50 | $51,969.00 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,471 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. F2 · price: All shares were sold at the same price. Read SEC document |
| August 27, 2021 Filed Aug 31, 2021 17:52 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 2,038 | $1.32 | $2,690.16 |
DisclosureSEC source: 0001538716-21-000160 · wf-form4_163044675384005.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,509 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 |
| August 06, 2021 Filed Aug 10, 2021 17:55 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,400 | $1.32 Strike: $1.32 | $13,728.00 |
DisclosureSEC source: 0001538716-21-000158 · wf-form4_162863248534680.xml · derivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,570 Underlying: Common Stock · 10,400 shares Expires 2022-08-01 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. F4 · derivative.exercise_date: The option is fully vested. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 17:55 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 10,400 | $25.00 | $260,000.00 |
DisclosureSEC source: 0001538716-21-000158 · wf-form4_162863248534680.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,471 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 trading plan entered into by the Reporting Person on 12/8/2020. F2 · price: All shares were sold at the same price. Read SEC document |
| August 06, 2021 Filed Aug 10, 2021 17:55 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 10,400 | $1.32 | $13,728.00 |
DisclosureSEC source: 0001538716-21-000158 · wf-form4_162863248534680.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,871 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 |
| August 02, 2021 Filed Aug 3, 2021 18:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000142 · wf-form4_162803087487465.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 291 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 two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. F4 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 18:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionResricted Stock Units · Derivative | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000142 · wf-form4_162803087487465.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,915 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 two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. F4 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 18:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 101 | $21.08 | $2,129.08 |
DisclosureSEC source: 0001538716-21-000142 · wf-form4_162803087487465.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,471 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 18:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000142 · wf-form4_162803087487465.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,572 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 |
| August 02, 2021 Filed Aug 3, 2021 18:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,009 | $21.08 | $21,269.72 |
DisclosureSEC source: 0001538716-21-000142 · wf-form4_162803087487465.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,281 F2 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| August 02, 2021 Filed Aug 3, 2021 18:48 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 2,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000142 · wf-form4_162803087487465.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,290 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 |
| May 03, 2021 Filed May 4, 2021 19:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 292 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000089 · wf-form4_162017147815490.xml · derivative · entry 8 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291 Underlying: Common Stock · 292 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. F3 · 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 vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. F5 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionResricted Stock Units · Derivative | 2,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000089 · wf-form4_162017147815490.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,915 Underlying: Common Stock · 2,914 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. F3 · 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 vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. F5 · derivative.expiration_date: The restricted stock units vest over two years from August 1, 2019 with fifty percent vesting on the first anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 101 | $21.71 | $2,192.71 |
DisclosureSEC source: 0001538716-21-000089 · wf-form4_162017147815490.xml · nonDerivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,375 F4 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 292 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000089 · wf-form4_162017147815490.xml · nonDerivative · entry 5 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,476 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 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,008 | $21.71 | $21,883.68 |
DisclosureSEC source: 0001538716-21-000089 · wf-form4_162017147815490.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,184 F4 · shares: No shares were sold - these shares were withheld by the Issuer to satisfy tax withholding requirements in connection with the vesting of restricted stock units. Read SEC document |
| May 03, 2021 Filed May 4, 2021 19:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 2,914 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000089 · wf-form4_162017147815490.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,192 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 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| March 15, 2021 Filed May 4, 2021 19:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 9,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000089 · wf-form4_162017147815490.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: 120,054 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.