Kathleen I. Layton - 10 Mar 2026 Form 4 Insider Report for Oportun Financial Corp (OPRT)

Signature
Kathleen Layton
Issuer symbol
OPRT
Transactions as of
10 Mar 2026
Net transactions value
-$94,840
Form type
4
Filing time
12 Mar 2026, 17:25:19 UTC
Previous filing
05 Jan 2026

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Layton Kathleen I. Chief Legal Officer OPORTUN FINANCIAL CORPORATION,, 1825 SOUTH GRANT STREET, SUITE 850, SAN MATEO Kathleen Layton 13 Mar 2026 0001985638

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction OPRT Common Stock Sale $6,850 -1,398 -0.57% $4.90 243,829 10 Mar 2026 Direct F1
transaction OPRT Common Stock Sale $27,224 -5,556 -2.3% $4.90 238,273 10 Mar 2026 Direct F1
transaction OPRT Common Stock Sale $60,765 -12,401 -5.2% $4.90 225,872 10 Mar 2026 Direct F1
transaction OPRT Common Stock Award +70,357 +31% 296,229 10 Mar 2026 Direct F2, F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction OPRT Performance Stock Units Award +35,179 35,179 10 Mar 2026 Common Stock 35,179 Direct F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Weighted average price. These shares were sold in multiple transactions at prices ranging from $4.805 to $4.995 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.
F2 The Restricted Stock Units (RSU) vest in 3 equal annual installments from the vesting commencement date of March 10, 2026, subject to the continued service of the Reporting Person on each vesting date.
F3 Each RSU represents the right to receive, at settlement, one share of common stock.
F4 Represents PSUs that are eligible to vest based on a one-year performance period for Economic ROA (as defined in the PSU Award Agreement). Earned PSUs will be deferred until the end of year three, at which point they will be subject to a modifier based on the Issuer's relative total shareholder return (rTSR) performance against the Russell 3000 Index before vesting. The rTSR performance period spans three (3) years covering calendar years 2026 through 2028. The number of PSUs reported in the table reflects the number of units subject to the award at target achievement. Actual vesting will be based on percentile performance, with potential payout ranging from 0% to 125% of the target units. In addition to such performance requirements, the PSUs are subject to satisfying service-based requirements and any PSUs that become Eligible Units (as defined in the PSU Award Agreement) will be scheduled to vest on March 10, 2029.
F5 Each Performance-Based RSU (PSU) represents the right to receive, at settlement, one share of common stock.