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 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 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,278 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, 2021 Filed Mar 12, 2021 19:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantStock Option (Right to Buy) · Derivative | 24,733 | $0.00 Strike: $21.26 | $0.00 |
DisclosureSEC source: 0001538716-21-000067 · wf-form4_161559484061860.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,733 Underlying: Common Stock · 24,733 shares Expires 2031-03-09 F6 · derivative.exercise_date: 1/4 of the option shall vest on March 10, 2022 and 1/36 of the remaining option shares shall vest monthly over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 7,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000067 · wf-form4_161559484061860.xml · derivative · entry 5 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,685 Underlying: Common Stock · 7,894 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: 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. F5 · 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, 2021 Filed Mar 12, 2021 19:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 14,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000067 · wf-form4_161559484061860.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,301 F3 · shares: 1/4 of the restricted stock units shall vest on March 10, 2022 and 1/4 of the restricted stock units shall vest annually over three years, subject to the continued service of the Reporting Person on each vesting date. F1 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| March 10, 2021 Filed Mar 12, 2021 19:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000067 · wf-form4_161559484061860.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,189 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 |
| March 10, 2021 Filed Mar 12, 2021 19:21 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 7,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000067 · wf-form4_161559484061860.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,919 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, 2021 Filed Mar 5, 2021 18:07 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantRestricted Stock Units · Derivative | 5,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000049 · wf-form4_161498560970177.xml · derivative · entry 5 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,899 Underlying: Common Stock · 5,950 shares Expires not disclosed F2 · 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 March 3, 2019 with twenty-five percent 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 March 3, 2019 with twenty-five percent vesting on each one year anniversary, provided that the Reporting Person remains in continuous service on each vesting date. Read SEC document |
| March 03, 2021 Filed Mar 5, 2021 18:07 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 2,091 | $18.29 | $38,244.39 |
DisclosureSEC source: 0001538716-21-000049 · wf-form4_161498560970177.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,025 F3 · 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 |
| March 03, 2021 Filed Mar 5, 2021 18:07 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 5,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000049 · wf-form4_161498560970177.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,116 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| February 24, 2021 Filed Mar 5, 2021 18:07 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 72,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000049 · wf-form4_161498560970177.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: 111,031 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 |
| February 24, 2021 Filed Mar 5, 2021 18:07 UTC | Oportun Financial Corp OPRT · Entity 5862 | GiftCommon Stock | 72,859 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000049 · wf-form4_161498560970177.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,166 F1 · shares: These shares were transferred to the Jonathan A. Coblentz Revocable Trust U/A/D 3/31/2017 for which the Reporting Person is the Trustee. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 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 with the Issuer 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 with the Issuer on each vesting date. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionResricted Stock Units · Derivative | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,829 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 with the Issuer 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 with the Issuer on each vesting date. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 120 | $16.22 | $1,946.40 |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,025 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 |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,145 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 |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,198 | $16.22 | $19,431.56 |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,854 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 |
| February 01, 2021 Filed Feb 3, 2021 20:04 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 2,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-21-000013 · wf-form4_161240064933084.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,052 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 15, 2020 Filed Dec 16, 2020 17:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,909 | $4.40 Strike: $4.40 | $69,999.60 |
DisclosureSEC source: 0001538716-20-000197 · wf-form4_160815649690844.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 Underlying: Common Stock · 15,909 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 |
| December 15, 2020 Filed Dec 16, 2020 17:08 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 15,909 | $4.40 | $69,999.60 |
DisclosureSEC source: 0001538716-20-000197 · wf-form4_160815649690844.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,137 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 30, 2020 Filed Dec 2, 2020 16:53 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000189 · wf-form4_160694600842713.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 · 852 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 November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary and the remainder vesting quarterly, 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 November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 16:53 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 295 | $16.91 | $4,988.45 |
DisclosureSEC source: 0001538716-20-000189 · wf-form4_160694600842713.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,228 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 |
| November 30, 2020 Filed Dec 2, 2020 16:53 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 852 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000189 · wf-form4_160694600842713.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,523 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 292 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 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. 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 |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionResricted Stock Units · Derivative | 2,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,744 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 |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 101 | $13.30 | $1,343.30 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,671 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 |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 292 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,772 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC | Oportun Financial Corp OPRT · Entity 5862 | Tax withholdingCommon Stock | 1,009 | $13.30 | $13,419.70 |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,480 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 |
| November 02, 2020 Filed Nov 4, 2020 19:33 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 2,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000169 · wf-form4_160453638713379.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,489 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 |
| September 10, 2020 Filed Sep 14, 2020 21:38 UTC | Oportun Financial Corp OPRT · Entity 5862 | GrantCommon Stock | 43,166 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000136 · wf-form4_160013391128810.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,574 F1 · shares: The restricted stock units will vest over four years from September 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. F2 · price: Each restricted stock unit represents the right to receive at settlement, one share of common stock. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 19:43 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000128 · wf-form4_159909017816692.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 852 Underlying: Common Stock · 853 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. F6 · derivative.exercise_date: The restricted stock units vest over four years from November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F6 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary and the remainder vesting quarterly, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 19:43 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 9,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000128 · wf-form4_159909017816692.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,450 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. F5 · derivative.exercise_date: The restricted stock units vest over four years from August 30, 2018 with 1/4 of the restricted stock units vesting on each one year anniversary, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F5 · derivative.expiration_date: The restricted stock units vest over four years from August 30, 2018 with 1/4 of the restricted stock units 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 31, 2020 Filed Sep 2, 2020 19:43 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 309 | $12.81 | $3,957.05 |
DisclosureSEC source: 0001538716-20-000128 · wf-form4_159909017816692.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,408 F2 · shares: Represents shares of common stock sold to satisfy the Reporting Person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $12.715 to $12.97 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 19:43 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000128 · wf-form4_159909017816692.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,717 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 31, 2020 Filed Sep 2, 2020 19:43 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 3,321 | $12.81 | $42,528.73 |
DisclosureSEC source: 0001538716-20-000128 · wf-form4_159909017816692.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,864 F2 · shares: Represents shares of common stock sold to satisfy the Reporting Person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $12.715 to $12.97 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 19:43 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 9,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000128 · wf-form4_159909017816692.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,185 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 03, 2020 Filed Aug 5, 2020 17:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 1,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000108 · wf-form4_159666237332086.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,166 Underlying: Common Stock · 1,165 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 will 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 will 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 03, 2020 Filed Aug 5, 2020 17:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionResricted Stock Units · Derivative | 11,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000108 · wf-form4_159666237332086.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,659 Underlying: Common Stock · 11,658 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 will 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 will 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 03, 2020 Filed Aug 5, 2020 17:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 434 | $13.33 | $5,785.78 |
DisclosureSEC source: 0001538716-20-000108 · wf-form4_159666237332086.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,960 F2 · shares: Represents shares of common stock sold to satisfy the reporting person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.0301 to $13.75 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 |
| August 03, 2020 Filed Aug 5, 2020 17:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 1,165 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000108 · wf-form4_159666237332086.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,394 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 03, 2020 Filed Aug 5, 2020 17:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 4,325 | $13.33 | $57,657.87 |
DisclosureSEC source: 0001538716-20-000108 · wf-form4_159666237332086.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,229 F2 · shares: Represents shares of common stock sold to satisfy the reporting person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.0301 to $13.75 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 |
| August 03, 2020 Filed Aug 5, 2020 17:19 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 11,658 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001538716-20-000108 · wf-form4_159666237332086.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,554 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 |
| June 01, 2020 Filed Jun 2, 2020 19:22 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000053 · wf-form4_159114015260055.xml · derivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,705 Underlying: Common Stock · 852 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 November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. In addition to the Service and Vesting Requirement, the shares will only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. F5 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2016 with 1/4 of the restricted stock units vesting on the one year anniversary, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. In addition to the Service and Vesting Requirement, the shares will only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 19:22 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 281 | $10.13 | $2,847.15 |
DisclosureSEC source: 0001538716-20-000053 · wf-form4_159114015260055.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,896 F2 · shares: Represents shares of common stock sold to satisfy the reporting person's minimum tax obligation in respect of the shares issued upon vesting of a restricted stock unit. F3 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $10.10 to $10.19 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 19:22 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001538716-20-000053 · wf-form4_159114015260055.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,177 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 20, 2020 Filed May 20, 2020 21:40 UTC | Oportun Financial Corp OPRT · Entity 5862 | SaleCommon Stock | 1,903 | $7.43 | $14,137.20 |
DisclosureSEC source: 0001397972-20-000014 · wf-form4_159002521678851.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,325 F1 · shares: As reported on the March 4, 2020 Form 4, shares from the March 3, 2020 release were delivered to the Reporting Person on May 19, 2020. This amount has been adjusted for the sale of shares to cover applicable taxes. F2 · price: Weighted average price. These shares were sold in multiple transactions at prices ranging from $7.39 to $7.465 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 16:57 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $1.32 | $0.00 |
DisclosureSEC source: 0001397972-20-000010 · wf-form4_158819381488122.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,970 Underlying: Common Stock · 10,000 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 |
| April 27, 2020 Filed Apr 29, 2020 16:57 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 10,000 | $1.32 | $13,200.00 |
DisclosureSEC source: 0001397972-20-000010 · wf-form4_158819381488122.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,228 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 |
| April 21, 2020 Filed Apr 22, 2020 16:53 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $1.32 | $0.00 |
DisclosureSEC source: 0001397972-20-000008 · wf-form4_158758878654092.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,970 Underlying: Common Stock · 10,000 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 |
| April 21, 2020 Filed Apr 22, 2020 16:53 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionCommon Stock | 10,000 | $1.32 | $13,200.00 |
DisclosureSEC source: 0001397972-20-000008 · wf-form4_158758878654092.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,228 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 24, 2020 Filed Mar 26, 2020 20:32 UTC | Oportun Financial Corp OPRT · Entity 5862 | Exercise / conversionRestricted Stock Units · Derivative | 9,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001397972-20-000006 · wf-form4_158526915481477.xml · derivative · entry 7 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,675 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 vest over four years from November 30, 2018 with 1/4 of the restricted stock units vesting on each one year anniversary, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. In addition to the Service and Vesting Requirement, the shares only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. F4 · derivative.expiration_date: The restricted stock units vest over four years from November 30, 2018 with 1/4 of the restricted stock units vesting on each one year anniversary, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. In addition to the Service and Vesting Requirement, the shares only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.