person · Reporting owner

COBLENTZ JONATHAN AARON

Disclosed activity across 1 company

Tapewire entity: 82060
SEC CIK: 0001397972

Reported 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 sequence Row 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 row Row 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 API

Purchases/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 24, 2020 Filed Mar 26, 2020 20:32 UTC	Oportun Financial Corp OPRT · Entity 5862	Exercise / conversionRestricted Stock Units · Derivative	11,079	$0.00	$0.00	Disclosure SEC source: 0001397972-20-000006 · wf-form4_158526915481477.xml · derivative · entry 6 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,557 Underlying: Common Stock · 11,079 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. F3 · 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 (the "Service and Vesting Requirement"). In addition to the Service and Vesting Requirement, the shares only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. F3 · 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 (the "Service and Vesting Requirement"). In addition to the Service and Vesting Requirement, the shares only vest upon (i) change in control of the Issuer or (ii) the first trading date following the expiration of the lock-up period applicable in connection with the Issuer's Initial Public Offering of Common Stock, whichever occurs first. Read SEC document
March 24, 2020 Filed Mar 26, 2020 20:32 UTC	Oportun Financial Corp OPRT · Entity 5862	Tax withholdingCommon Stock	3,191	$11.50	$36,696.50	Disclosure SEC source: 0001397972-20-000006 · wf-form4_158526915481477.xml · nonDerivative · entry 4 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,228 Read SEC document
March 24, 2020 Filed Mar 26, 2020 20:32 UTC	Oportun Financial Corp OPRT · Entity 5862	Exercise / conversionCommon Stock	9,225	Not disclosed	Not disclosed	Disclosure SEC source: 0001397972-20-000006 · wf-form4_158526915481477.xml · nonDerivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,419 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 24, 2020 Filed Mar 26, 2020 20:32 UTC	Oportun Financial Corp OPRT · Entity 5862	Tax withholdingCommon Stock	3,834	$11.50	$44,091.00	Disclosure SEC source: 0001397972-20-000006 · wf-form4_158526915481477.xml · nonDerivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,194 Read SEC document
March 24, 2020 Filed Mar 26, 2020 20:32 UTC	Oportun Financial Corp OPRT · Entity 5862	Exercise / conversionCommon Stock	11,079	Not disclosed	Not disclosed	Disclosure SEC source: 0001397972-20-000006 · wf-form4_158526915481477.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,028 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 10, 2020 Filed Mar 12, 2020 17:07 UTC	Oportun Financial Corp OPRT · Entity 5862	GrantStock Option (Right to Buy) · Derivative	66,297	$0.00 Strike: $19.00	$0.00	Disclosure SEC source: 0001397972-20-000004 · wf-form4_158404712973478.xml · derivative · entry 2 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,297 Underlying: Common Stock · 66,297 shares Expires 2030-03-09 F3 · derivative.exercise_date: 1/4 of the option shares shall vest on March 10, 2021 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, 2020 Filed Mar 12, 2020 17:07 UTC	Oportun Financial Corp OPRT · Entity 5862	GrantRestricted Stock Units · Derivative	31,579	$0.00	$0.00	Disclosure SEC source: 0001397972-20-000004 · wf-form4_158404712973478.xml · derivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,579 Underlying: Common Stock · 31,579 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive, at settlement, one share of common stock. F2 · derivative.exercise_date: 1/4 of the restricted stock units shall vest on March 10, 2021 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. F2 · derivative.expiration_date: 1/4 of the restricted stock units shall vest on March 10, 2021 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. Read SEC document
March 03, 2020 Filed Mar 4, 2020 17:56 UTC	Oportun Financial Corp OPRT · Entity 5862	Exercise / conversionRestricted Stock Units · Derivative	5,949	$0.00	$0.00	Disclosure SEC source: 0001397972-20-000002 · wf-form4_158336259036956.xml · derivative · entry 3 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,849 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. F2 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of common stock. F1 · shares: Shares will be delivered to the Reporting Person in May 2020. This amount will be adjusted for the sale of shares to cover applicable taxes on the delivery date. F4 · derivative.exercise_date: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. Twenty-five percent (25%) of the RSUs vested on March 3, 2020 and the balance vests annually over three (3) years, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F4 · derivative.expiration_date: The Reporting Person was granted RSUs which represent a contingent right to receive one share of Common Stock for each RSU. Twenty-five percent (25%) of the RSUs vested on March 3, 2020 and the balance vests annually over three (3) years, provided that the Reporting Person remains in continuous service to the Issuer on each vesting date. F1 · derivative.underlying_shares: Shares will be delivered to the Reporting Person in May 2020. This amount will be adjusted for the sale of shares to cover applicable taxes on the delivery date. Read SEC document
March 03, 2020 Filed Mar 4, 2020 17:56 UTC	Oportun Financial Corp OPRT · Entity 5862	Exercise / conversionCommon Stock	5,949	Not disclosed	Not disclosed	Disclosure SEC source: 0001397972-20-000002 · wf-form4_158336259036956.xml · nonDerivative · entry 1 COBLENTZ JONATHAN AARON · CIK 0001397972 · CFO & Chief Admin Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,949 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares will be delivered to the Reporting Person in May 2020. This amount will be adjusted for the sale of shares to cover applicable taxes on the delivery date. F2 · price: Each RSU represents the right to receive, at settlement, one share of common stock. F1 · balance_after: Shares will be delivered to the Reporting Person in May 2020. This amount will be adjusted for the sale of shares to cover applicable taxes on the delivery date. 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.