Oportun Financial Corp
OPRT- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001538716
In the last 90 days, Oportun Financial Corp insiders filed 0 open-market purchases and 2 sales; 133 institutions reported holding it in 13F filings for Q2 2026, worth $215.7M in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Oportun Financial Corp insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 2 filings
- 2 insiders, $55.2K in total
- Insiders trading
- 2
- Net value
- −$55.2K
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Oportun Financial Corp, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Schueller Joseph Andrew | SVP-Controller, CAO | 71,121 | Sep 14, 2026 | 2 |
| Layton Kathleen I. | Chief Legal Officer | 292,006 | Sep 14, 2026 | 3 |
| Rowles Sean A | Chief Risk Officer | 382,653 | Sep 14, 2026 | 1 |
| Scheirman Scott | Director | 20,869 | Aug 20, 2026 | 1 |
| Wilcox Warren | Director | 38,910 | Aug 13, 2026 | 1 |
| Miramontes Louis | Director | 118,972 | Aug 13, 2026 | 1 |
| Minetti Carlos | Director | 88,463 | Aug 13, 2026 | 1 |
| Daswani Mohit | Director | 80,883 | Aug 13, 2026 | 1 |
| Lee Ginny | Director | 121,387 | Aug 13, 2026 | 1 |
| Tambor Richard N. | Director | 25,392 | Aug 13, 2026 | 2 |
| Bland Douglas K | Chief Executive Officer | 463,822 | Jun 11, 2026 | 1 |
| Vazquez Raul | Chief Executive Officer | 1,328,298 | Mar 12, 2026 | 1 |
| Kirscht Patrick | Chief Credit Officer | 514,665 | Mar 12, 2026 | 2 |
| Barefoot Jo Ann | Director | 95,643 | Jul 22, 2025 | 0 |
| Smith Sandra Adele | Director | 80,740 | Jul 22, 2025 | 0 |
| Coblentz Jonathan Aaron | CFO & Chief Admin Officer | 220,509 | Mar 12, 2025 | 0 |
| Mueller Casey | Global Controller and PAO | 171,693 | Mar 12, 2025 | 0 |
| Williams R Neil | Director | 140,338 | Dec 11, 2024 | 0 |
| Parker Scott T | Director | 50,104 | Jun 28, 2024 | 0 |
| Pascarella Carl | Director | 200,829 | Jan 3, 2024 | 0 |
| Jenkins Matthew Wayne | COO & GM, Personal-Auto Loans | 213,260 | Dec 8, 2023 | 0 |
| Fogelsong Norman A | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Phelps Dennis B | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Harrick Stephen J | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Chaffee Todd C | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Miller J Sanford | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Institutional Venture Partners XIV, L.P. | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Institutional Venture Management XIV, LLC | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Maltz Jules A. | 10% Owner | 3,358,691Indirect | Sep 7, 2023 | 0 |
| Aristei Joan | GC & Chief Risk Officer | 114,114 | Jul 18, 2023 | 0 |
| Strohm David N | Director | 51,342 | Jul 5, 2023 | 0 |
| Welts Frederic | Director | 30,601 | Jul 5, 2023 | 0 |
| Banks Roy | Director | 35,963 | Jun 7, 2023 | 0 |
| Alvarez Aida | Director | 31,425 | Jun 15, 2022 | 0 |
| Needham David Anthony | Chief Product Officer | 104,071 | Mar 14, 2022 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026 (view filing)6:11 PM ET | Sep 10-11 | 4 days | Schueller Joseph AndrewSVP-Controller, CAO | SSale | −2.86K | $7.80 | −$22.3K | −3.9%71.1K after | 2 lots |
| Sep 14, 2026 (view filing)6:10 PM ET | Sep 10 | 4 days | Layton Kathleen I.Chief Legal Officer | SSale | −4.22K | $7.80 | −$32.9K | −1.4%292.0K after | |
| Mar 12, 2026 (view filing) | Mar 10 | 2 days | Layton Kathleen I.Chief Legal Officer | SSale | −19.4K | $4.90 | −$94.8K | −7.9%225.9K after | 3 lots |
| Mar 12, 2026 (view filing) | Mar 10 | 2 days | Kirscht PatrickChief Credit Officer | SSale | −54.3K | $4.90 | −$266.1K | −11.0%439.6K after | 4 lots |
| Sep 11, 2025 (view filing) | Sep 10 | 1 day | Layton Kathleen I.Chief Legal Officer | SSale | −4.21K | $6.64 | −$28.0K | −2.6%159.2K after | |
| Mar 12, 2025 (view filing) | Mar 10 | 2 days | Mueller CaseyGlobal Controller and PAO | SSale | −26.2K | $5.99 | −$157.2K | −13.3%171.7K after | 5 lots |
| Mar 12, 2025 (view filing) | Mar 10 | 2 days | Kirscht PatrickChief Credit Officer | SSale | −45.3K | $5.99 | −$271.6K | −13.6%288.0K after | 4 lots |
| Mar 12, 2025 (view filing) | Mar 10 | 2 days | Layton Kathleen I.Chief Legal Officer | SSale | −12.7K | $5.99 | −$76.2K | −12.4%89.9K after | 4 lots |
| Dec 13, 2024 (view filing) | Dec 13 | Same day | Daswani MohitDirector | PPurchase | +7.42K | $3.90 | +$28.9K | +21.5%41.9K after | |
| Dec 13, 2024 (view filing) | Dec 13 | Same day | Minetti CarlosDirector | PPurchase | +15.0K | $3.89 | +$58.4K | +43.5%49.5K after | |
| Dec 11, 2024 (view filing) | Dec 11 | Same day | Williams R NeilDirector | PPurchase | +25.0K | $3.87 | +$96.8K | +21.7%140.3K after | |
| Dec 11, 2024 (view filing) | Dec 10 | 1 day | Kirscht PatrickChief Credit Officer | SSale | −8.40K | $3.80 | −$31.9K | −2.5%333.4K after | |
| Dec 11, 2024 (view filing) | Dec 9 | 2 days | Mueller CaseyGlobal Controller and PAO | SSale | −2.96K | $4.01 | −$11.9K | −1.5%197.9K after | |
| Dec 2, 2024 (view filing) | Nov 27-29 | 5 days | Coblentz Jonathan AaronCFO & Chief Admin Officer | PPurchase | +25.5K | $3.91 | +$99.7K | +9.3%298.3K after | 2 lots |
| Dec 2, 2024 (view filing) | Nov 27 | 5 days | Vazquez RaulChief Executive Officer | PPurchase | +8.84K | $3.86 | +$34.1K | +0.7%1.26M after | |
| Sep 12, 2024 (view filing) | Sep 10 | 2 days | Mueller CaseyGlobal Controller and PAO | SSale | −373 | $2.45 | −$913.85 | −0.2%200.9K after | |
| Sep 12, 2024 (view filing) | Sep 10 | 2 days | Kirscht PatrickChief Credit Officer | SSale | −7.79K | $2.45 | −$19.1K | −2.2%341.8K after | |
| Sep 12, 2024 (view filing) | Sep 10 | 2 days | Layton Kathleen I.Chief Legal Officer | SSale | −5.29K | $2.45 | −$13.0K | −4.9%102.6K after | 2 lots |
| Sep 7, 2023 (view filing)4:44 PM ET | Sep 5 | 2 days | Fogelsong Norman A and 7 others10% Owner | SSale | −50.0K | $7.31 | −$365.5K | −1.5%3.36M after | |
| Mar 20, 2023 (view filing) | Mar 16-20 | 4 days | Coblentz Jonathan AaronCFO & Chief Admin Officer | PPurchase | +100.0K | $3.26 | +$326.1K | +104.2%195.9K after | 3 lots |
| Nov 14, 2022 (view filing) | Nov 10-11 | 4 days | Coblentz Jonathan AaronCFO & Chief Admin Officer | PPurchase | +38.1K | $6.49 | +$247.7K | +34.8%147.6K after | 2 lots |
| Nov 14, 2022 (view filing) | Nov 10-11 | 4 days | Vazquez RaulChief Executive Officer | PPurchase | +52.9K | $6.58 | +$348.1K | +29.3%233.7K after | 2 lots |
| Jun 3, 2022 (view filing) | Jun 2 | 1 day | Alvarez AidaDirector | SSale | −18.2K | $11.46 | −$208.4K | −49.1%18.9K after | |
| Mar 15, 2022 (view filing) | Mar 14 | 1 day | Miramontes LouisDirector | SSale | −5.36K | $13.76 | −$73.7K | −28.4%13.5K after | |
| Nov 15, 2021 (view filing) | Nov 11-12 | 4 days | Coblentz Jonathan AaronCFO & Chief Admin Officer | SSale | −10.4K | $27.50 | −$286.0K | −14.6%60.9K after | Amended2 lots |
| Sep 27, 2021 (view filing) | Sep 24 | 3 days | Kirscht PatrickChief Credit Officer | SSale | −3.81K | $25.00 | −$95.1K | −2.8%133.3K after | |
| Sep 14, 2021 (view filing) | Sep 10 | 4 days | Kirscht PatrickChief Credit Officer | SSale | −2.00K | $24.63 | −$49.3K | −1.4%142.9K after | |
| Aug 31, 2021 (view filing) | Aug 31 | Same day | Kirscht PatrickChief Credit Officer | SSale | −2.00K | $24.80 | −$49.6K | −1.4%144.9K after | |
| Aug 31, 2021 (view filing) | Aug 27-30 | 4 days | Coblentz Jonathan AaronCFO & Chief Admin Officer | SSale | −10.4K | $25.50 | −$265.2K | −14.5%61.5K after | 2 lots |
| Aug 10, 2021 (view filing) | Aug 6 | 4 days | Coblentz Jonathan AaronCFO & Chief Admin Officer | SSale | −10.4K | $25.00 | −$260.0K | −14.5%61.5K after | |
| Aug 6, 2021 (view filing) | Aug 5 | 1 day | Kirscht PatrickChief Credit Officer | SSale | −5.00K | $22.00 | −$110.0K | −3.5%138.5K after |