Insider Transactions Reported by 25 Insiders of Oportun Financial Corp

Symbol
OPRT on Nasdaq
Location
San Mateo, CA

Insiders trading volume in the past year

Oportun Financial Corp executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Institutional Venture Management XIV, LLC 10%+ Owner $25,223,769 05 Sep 2023
Raul Vazquez Chief Executive Officer, Director $11,245,255 02 Apr 2025
Patrick Kirscht Chief Credit Officer $2,998,996 31 Dec 2025
DAVID N. STROHM Director $2,421,990 30 Jun 2023
JONATHAN AARON COBLENTZ CFO & Chief Admin Officer $2,098,018 10 Mar 2025
Matthew Wayne Jenkins COO & GM, Personal-Auto Loans $1,948,793 06 Dec 2023
Kathleen I. Layton Chief Legal Officer $1,549,192 -$27,981 -1.8% 31 Dec 2025
CARL PASCARELLA Director $1,508,226 31 Dec 2023
Casey Mueller Global Controller and PAO $1,028,441 10 Mar 2025
Joan Aristei GC & Chief Risk Officer $856,996 14 Jul 2023
David Anthony Needham Chief Product Officer $811,476 10 Mar 2022
Ginny Lee Director $719,668 18 Jul 2025
Jo Ann Barefoot Director $684,765 18 Jul 2025
Louis Miramontes Director $584,244 21 Aug 2025
Sandra Adele Smith Director $578,066 18 Jul 2025
Richard N. Tambor Director $549,692 18 Jul 2025
R. Neil Williams Director $543,108 11 Dec 2024
Carlos Minetti Director $483,946 18 Jul 2025
Mohit Daswani Director $429,676 18 Jul 2025
Joseph Andrew Schueller SVP-Controller, PAO & PFO $378,777 31 Dec 2025
Roy Banks Director $270,082 06 Jun 2023
AIDA ALVAREZ Director $236,002 14 Jun 2022
Frederic Welts Director $229,814 30 Jun 2023
PARKER SCOTT T. Director $151,815 26 Jun 2024
WARREN WILCOX Director $112,215 19 Aug 2025

Recent Insider Transactions by Companies or Individuals for Oportun Financial Corp

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Joseph Andrew Schueller OPRT Common Stock Award 163.4% 45,890 73,980 31 Dec 2025 Direct
Patrick Kirscht OPRT Common Stock Award 24% 95,603 493,917 31 Dec 2025 Direct
Kathleen I. Layton OPRT Common Stock Award 54% 86,043 245,227 31 Dec 2025 Direct
Joseph Andrew Schueller OPRT Common Stock Award 28,090 28,090 10 Sep 2025 Direct
Kathleen I. Layton OPRT Common Stock Sale -2.58% $27,981 $6.64 -4,214 159,184 10 Sep 2025 Direct
Louis Miramontes OPRT Common Stock Award 4.04% 3,644 93,930 21 Aug 2025 Direct
WARREN WILCOX OPRT Common Stock Award 18,041 18,041 19 Aug 2025 Direct
Jo Ann Barefoot OPRT Common Stock Award 23.3% 18,090 95,643 18 Jul 2025 Direct
Mohit Daswani OPRT Common Stock Award 43.2% 18,090 60,014 18 Jul 2025 Direct
Ginny Lee OPRT Common Stock Award 22% 18,090 100,518 18 Jul 2025 Direct
Carlos Minetti OPRT Common Stock Award 36.5% 18,090 67,594 18 Jul 2025 Direct
Louis Miramontes OPRT Common Stock Award 25.1% 18,090 90,286 18 Jul 2025 Direct
Sandra Adele Smith OPRT Common Stock Award 28.9% 18,090 80,740 18 Jul 2025 Direct
Richard N. Tambor OPRT Common Stock Award 30.8% 18,090 76,777 18 Jul 2025 Direct
Raul Vazquez OPRT Common Stock Award 18.8% 225,000 1,418,629 02 Apr 2025 Direct
Raul Vazquez OPRT Performance Stock Units Award 225,000 225,000 02 Apr 2025 Direct
Kathleen I. Layton OPRT Common Stock Award 81.8% 73,530 163,398 02 Apr 2025 Direct
Kathleen I. Layton OPRT Performance Stock Units Award 49,020 49,020 02 Apr 2025 Direct
Patrick Kirscht OPRT Common Stock Award 38.3% 110,295 398,314 02 Apr 2025 Direct
Patrick Kirscht OPRT Performance Stock Units Award 73,530 73,530 02 Apr 2025 Direct
Casey Mueller OPRT Common Stock Sale -13.3% $157,220 $5.99 -26,247 171,693 10 Mar 2025 Direct
Patrick Kirscht OPRT Common Stock Sale -13.6% $271,593 $5.99 -45,341 288,019 10 Mar 2025 Direct
Kathleen I. Layton OPRT Common Stock Sale -12.4% $76,175 $5.99 -12,717 89,868 10 Mar 2025 Direct
JONATHAN AARON COBLENTZ OPRT Common Stock Tax liability -5.15% -11,973 220,509 10 Mar 2025 Direct
Raul Vazquez OPRT Common Stock Tax liability -5.07% -63,699 1,193,629 10 Mar 2025 Direct
Mohit Daswani OPRT Common Stock Purchase 21.5% $28,938 $3.90 7,420 41,924 13 Dec 2024 Direct
Carlos Minetti OPRT Common Stock Purchase 43.5% $58,350 $3.89 15,000 49,504 13 Dec 2024 Direct
R. Neil Williams OPRT Common Stock Purchase 21.7% $96,750 $3.87 25,000 140,338 11 Dec 2024 Direct
Patrick Kirscht OPRT Common Stock Sale -2.46% $31,931 $3.80 -8,403 333,360 10 Dec 2024 Direct
Casey Mueller OPRT Common Stock Sale -1.47% $11,878 $4.01 -2,962 197,940 09 Dec 2024 Direct
JONATHAN AARON COBLENTZ OPRT Common Stock Purchase 0.27% $3,104 $3.88 800 298,280 29 Nov 2024 See footnote.
JONATHAN AARON COBLENTZ OPRT Common Stock Purchase 9.05% $96,577 $3.91 24,700 297,480 27 Nov 2024 See footnote.
Raul Vazquez OPRT Common Stock Purchase 0.71% $34,138 $3.86 8,844 1,257,328 27 Nov 2024 Direct
Casey Mueller OPRT Common Stock Sale -0.19% $914 $2.45 -373 200,902 10 Sep 2024 Direct
Patrick Kirscht OPRT Common Stock Sale -2.23% $19,078 $2.45 -7,787 341,763 10 Sep 2024 Direct
Kathleen I. Layton OPRT Common Stock Sale -4.9% $12,956 $2.45 -5,288 102,585 10 Sep 2024 Direct
JONATHAN AARON COBLENTZ OPRT Common Stock Tax liability -1.57% -3,706 232,482 10 Sep 2024 Direct
Raul Vazquez OPRT Common Stock Tax liability -0.89% -11,231 1,248,484 10 Sep 2024 Direct
Richard N. Tambor OPRT Common Stock Award 83.4% 26,687 58,687 26 Jun 2024 Direct
R. Neil Williams OPRT Common Stock Award 40.7% 33,359 115,338 26 Jun 2024 Direct
Sandra Adele Smith OPRT Common Stock Award 74.2% 26,687 62,650 26 Jun 2024 Direct
PARKER SCOTT T. OPRT Common Stock Award 114% 26,687 50,104 26 Jun 2024 Direct
Louis Miramontes OPRT Common Stock Award 58.6% 26,687 72,196 26 Jun 2024 Direct
Carlos Minetti OPRT Common Stock Award 341.4% 26,687 34,504 26 Jun 2024 Direct
Ginny Lee OPRT Common Stock Award 47.9% 26,687 82,428 26 Jun 2024 Direct
Mohit Daswani OPRT Common Stock Award 341.4% 26,687 34,504 26 Jun 2024 Direct
Jo Ann Barefoot OPRT Common Stock Award 52.5% 26,687 77,553 26 Jun 2024 Direct
PARKER SCOTT T. OPRT Common Stock Award 17.1% 3,417 23,417 14 Jun 2024 Direct
JONATHAN AARON COBLENTZ OPRT Common Stock Award 11.7% 24,667 236,188 14 Jun 2024 Direct
JONATHAN AARON COBLENTZ OPRT Performance Stock Units Award 24,667 24,667 14 Jun 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.