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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
OPORTUN FINANCIAL CORP: OPRT
Price: 4/4/25 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$4.38 $9.25 $2.05 $158 36 564 0.0% 0.5% 63.19% 7.78%
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
PASCARELLA CARL
DIR
JB
---
1,589
---
12/31/23
---
---
200,829
0.8
D
R
1/3/24 - 8:42:22 pm
2
    
 
WILLIAMS R NEIL
DIR
JB
---
3,886
---
12/31/23
---
---
81,979
5.0
D
R
1/3/24 - 8:40:30 pm
3
    
 
VAZQUEZ RAUL
CEO,DIR
JB
---
176,361
---
12/6/23
---
---
1,134,943
18.4
D
R
12/8/23 - 8:21:25 pm
4
    
 
COBLENTZ JONATHAN AARON
CFO
JB
---
20,101
---
12/6/23
---
---
216,853
10.2
D
R
12/8/23 - 8:18:56 pm
5
    
 
JENKINS MATTHEW WAYNE
COO
JB
---
46,233
---
12/6/23
---
---
213,260
27.7
D
R
12/8/23 - 8:16:11 pm
6
    
 
KIRSCHT PATRICK
O
JB
---
49,339
---
12/6/23
---
---
292,379
20.3
D
R
12/8/23 - 8:14:08 pm
7
    
 
MUELLER CASEY
CT
JB
---
16,000
---
10/25/23
---
---
189,020
9.2
D
A,R
10/26/23 - 8:49:50 pm
8
    
 
LAYTON KATHLEEN I
LO
JB
---
18,700
---
10/25/23
---
---
85,700
27.9
D
A,R
10/26/23 - 8:46:07 pm
9
    
 
MUELLER CASEY
CT
JB
---
16,000
---
10/20/23
---
---
189,020
9.2
D
R
10/25/23 - 6:57:21 pm
10
    
 
LAYTON KATHLEEN I
LO
JB
---
18,700
---
10/20/23
---
---
85,700
27.9
D
R
10/25/23 - 5:48:10 pm
11
    
 
LEE GINNY
DIR
JB
---
2,742
---
9/30/23
---
---
52,759
5.5
D
R
10/3/23 - 5:37:38 pm
12
    
 
PASCARELLA CARL
DIR
JB
---
3,838
---
9/30/23
---
---
217,466
1.8
D
R
10/3/23 - 5:36:31 pm
13
    
 
WILLIAMS R NEIL
DIR
JB
---
2,961
---
9/30/23
---
---
78,093
3.9
D
R
10/3/23 - 5:35:13 pm
14
    
 
LAYTON KATHLEEN I
LO
JS
$3,875
516
---
9/10/23
---
$7.51
30,898
-1.6
D
R
9/12/23 - 4:59:43 pm
15
    
 
LAYTON KATHLEEN I
LO
JB
---
36,102
---
9/10/23
---
---
67,000
116.8
D
R
9/12/23 - 4:59:43 pm
16
    
 
VAZQUEZ RAUL
CEO,DIR
JS
$117,201
15,606
---
9/10/23
---
$7.51
958,582
-1.6
D
R
9/11/23 - 6:01:49 pm
17
    
 
MUELLER CASEY
CT
JS
$2,606
347
---
9/10/23
---
$7.51
173,020
-0.2
D
R
9/11/23 - 6:00:44 pm
18
    
 
KIRSCHT PATRICK
O
JS
$54,305
7,231
---
9/10/23
---
$7.51
243,040
-2.9
D
R
9/11/23 - 5:59:31 pm
19
    
 
JENKINS MATTHEW WAYNE
COO
JS
$18,092
2,409
---
9/10/23
---
$7.51
167,027
-1.4
D
R
9/11/23 - 5:58:22 pm
20
    
 
COBLENTZ JONATHAN AARON
CFO
JS
$28,027
3,732
---
9/10/23
---
$7.51
196,752
-1.9
D
R
9/11/23 - 5:54:48 pm
21
1y
1
100%
-63%
1
INSTITUTIONAL VENTURE MANAGEMENT XIV LLC
BO
S
$365,500
50,000
---
9/5/23
---
$7.31
3,358,691
-1.5
I
---
9/7/23 - 4:44:12 pm
22
    
 
LAYTON KATHLEEN I
LO
3
---
---
---
7/21/23
---
---
31,414
---
D
R
7/27/23 - 5:22:43 pm
23
1y
10
30%
1%
2
COBLENTZ JONATHAN AARON
CFO
OB
$19,998
4,545
---
7/20/23
---
$4.40
200,484
2.3
D
---
7/21/23 - 6:05:42 pm
24
    
 
ARISTEI JOAN
GC
JS
$13,205
2,333
---
7/14/23
---
$5.66
114,114
-2.0
D
R
7/18/23 - 4:51:25 pm
25
    
 
LEE GINNY
DIR
JB
---
2,977
---
6/30/23
---
---
50,017
6.3
D
R
7/5/23 - 5:35:51 pm
26
    
 
PASCARELLA CARL
DIR
JB
---
3,908
---
6/30/23
---
---
213,628
1.9
D
R
7/5/23 - 5:34:37 pm
27
    
 
STROHM DAVID N
DIR
JB
---
1,666
---
6/30/23
---
---
51,342
3.4
D
R
7/5/23 - 5:32:42 pm
28
    
 
WILLIAMS R NEIL
DIR
JB
---
3,215
---
6/30/23
---
---
75,132
4.5
D
R
7/5/23 - 5:30:43 pm
29
    
 
WELTS FREDERIC
DIR
JB
---
2,192
---
6/30/23
---
---
30,601
7.7
D
R
7/5/23 - 5:28:11 pm
30
1y
12
50%
18%
1
KIRSCHT PATRICK
O
OS
$337,454
57,586
---
6/14/23
---
$5.86
245,338
-19.0
D
---
6/15/23 - 4:50:37 pm
31
    
 
KIRSCHT PATRICK
O
OE
$299,996
68,181
---
6/14/23
---
$4.40
290,792
30.6
D
---
6/15/23 - 4:50:37 pm
32
1y
2
100%
-58%
2
VAZQUEZ RAUL
CEO,DIR
OS
$511,660
87,314
---
6/14/23
---
$5.86
962,509
-8.3
D
---
6/15/23 - 4:48:38 pm
33
    
 
VAZQUEZ RAUL
CEO,DIR
OE
$447,370
101,675
---
6/14/23
---
$4.40
1,053,418
10.7
D
---
6/15/23 - 4:48:38 pm
34
    
 
WILLIAMS R NEIL
DIR
JB
---
19,441
---
6/6/23
---
---
71,917
37.0
D
R
6/7/23 - 5:14:06 pm
35
    
 
SMITH SANDRA ADELE
DIR
JB
---
19,441
---
6/6/23
---
---
35,963
117.7
D
R
6/7/23 - 5:12:56 pm
36
    
 
PASCARELLA CARL
DIR
JB
---
24,301
---
6/6/23
---
---
209,720
13.1
D
R
6/7/23 - 5:10:53 pm
37
    
 
MIRAMONTES LOUIS
DIR
JB
---
19,441
---
6/6/23
---
---
45,509
74.6
D
R
6/7/23 - 5:09:29 pm
38
    
 
LEE GINNY
DIR
JB
---
19,441
---
6/6/23
---
---
47,040
70.4
D
R
6/7/23 - 5:08:02 pm
39
    
 
BAREFOOT JO ANN
DIR
JB
---
19,441
---
6/6/23
---
---
50,866
61.9
D
R
6/7/23 - 5:06:16 pm
40
    
 
BANKS ROY
DIR
JB
---
19,441
---
6/6/23
---
---
35,963
117.7
D
R
6/7/23 - 5:03:40 pm
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