OPRT · Insider Trading

Oportun Financial Corporation Common Stock

Every open-market purchase and sale reported by OPRT officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
5
code P
Sales
11
code S
Reporting Insiders
18
current holders
OPRT — Recent Form 4 Transactions (latest 2026-09-14)
FiledInsiderRole TypeSharesValue
2026-09-14 Sean A Rowles Chief Risk Officer A +382,653 —
2026-09-14 Kathleen I. Layton Chief Legal Officer Sell −4,223 −$32.94K
2026-09-14 Joseph Andrew Schueller SVP-Controller, CAO Sell −2,859 −$22.30K
2026-08-20 Scott Scheirman Director A +20,869 —
2026-08-13 Warren Wilcox Director A +20,869 —
2026-08-13 Louis Miramontes Director A +25,042 —
2026-08-13 Richard N. Tambor Director A +20,869 —
2026-08-13 Carlos Minetti Director A +20,869 —
2026-08-13 Mohit Daswani Director A +20,869 —
2026-08-13 Ginny Lee Director A +20,869 —
2026-06-29 Richard N. Tambor Director G — —
2026-06-11 Douglas K Bland Chief Executive Officer A +463,822 —
2026-03-12 Patrick Kirscht Chief Credit Officer MIXED +20,748 −$266.07K
2026-03-12 Kathleen I. Layton Chief Legal Officer MIXED +51,002 −$94.84K
2026-03-12 Raul Vazquez Chief Executive Officer F −90,331 —
2026-01-05 Kathleen I. Layton Chief Legal Officer A +86,043 —
2026-01-05 Joseph Andrew Schueller SVP-Controller, PAO & PFO A +45,890 —
2026-01-05 Patrick Kirscht Chief Credit Officer A +95,603 —
2025-09-11 Joseph Andrew Schueller SVP-Controller, PAO & PFO A +28,090 —
2025-09-11 Kathleen I. Layton Chief Legal Officer Sell −4,214 −$27.98K
2025-08-21 Warren Wilcox Director A +18,041 —
2025-08-21 Louis Miramontes Director A +3,644 —
2025-07-22 Mohit Daswani Director A +18,090 —
2025-07-22 Richard N. Tambor Director A +18,090 —
2025-07-22 Jo Ann Barefoot Director A +18,090 —
2025-07-22 Ginny Lee Director A +18,090 —
2025-07-22 Carlos Minetti Director A +18,090 —
2025-07-22 Louis Miramontes Director A +18,090 —
2025-07-22 Sandra Adele Smith Director A +18,090 —
2025-04-04 Kathleen I. Layton Chief Legal Officer A +73,530 —
2025-04-04 Raul Vazquez Chief Executive Officer A +225,000 —
2025-04-04 Patrick Kirscht Chief Credit Officer A +110,295 —
2025-03-12 Patrick Kirscht Chief Credit Officer Sell −45,341 −$271.59K
2025-03-12 Casey Mueller Global Controller and PAO Sell −26,247 −$157.22K
2025-03-12 Kathleen I. Layton Chief Legal Officer Sell −12,717 −$76.17K
2025-03-12 Raul Vazquez Chief Executive Officer F −63,699 —
2025-03-12 Jonathan Aaron Coblentz CFO & Chief Admin Officer F −11,973 —
2024-12-13 Mohit Daswani Director Buy +7,420 +$28.94K
2024-12-13 Carlos Minetti Director Buy +15,000 +$58.35K
2024-12-11 Casey Mueller Global Controller and PAO Sell −2,962 −$11.88K
2024-12-11 R Neil Williams Director Buy +25,000 +$96.75K
2024-12-11 Patrick Kirscht Chief Credit Officer Sell −8,403 −$31.93K
2024-12-02 Raul Vazquez Chief Executive Officer Buy +8,844 +$34.14K
2024-12-02 Jonathan Aaron Coblentz CFO & Chief Admin Officer Buy +25,500 +$99.68K
2024-09-12 Raul Vazquez Chief Executive Officer F −11,231 —
2024-09-12 Jonathan Aaron Coblentz CFO & Chief Admin Officer F −3,706 —
2024-09-12 Kathleen I. Layton Chief Legal Officer Sell −5,288 −$12.96K
2024-09-12 Patrick Kirscht Chief Credit Officer Sell −7,787 −$19.08K
2024-09-12 Casey Mueller Global Controller and PAO Sell −373 −$914
2024-06-28 Mohit Daswani Director A +26,687 —
OPRT — Current Insider Holders
InsiderRole Shares HeldValue
Raul Vazquez Chief Executive Officer 1,562,007 $14.52M
Jonathan Aaron Coblentz CFO & Chief Admin Officer 523,546 $4.87M
Douglas K Bland Chief Executive Officer 463,822 $4.31M
Patrick Kirscht Chief Credit Officer 461,880 $4.29M
Sean A Rowles Chief Risk Officer 382,653 $3.56M
Kathleen I. Layton Chief Legal Officer 292,006 $2.71M
Casey Mueller Global Controller and PAO 175,342 $1.63M
R Neil Williams Director 140,338 $1.30M
Ginny Lee Director 121,387 $1.13M
Louis Miramontes Director 118,972 $1.11M
Jo Ann Barefoot Director 95,643 $889.00K
Carlos Minetti Director 88,463 $822.26K
Mohit Daswani Director 80,883 $751.81K
Sandra Adele Smith Director 80,740 $750.48K
Joseph Andrew Schueller SVP-Controller, CAO 71,149 $661.33K
Richard N. Tambor Director 61,519 $571.82K
Warren Wilcox Director 38,910 $361.67K
Scott Scheirman Director 20,869 $193.98K
OPRT Insider Trading FAQ
Who are the insiders at OPRT?
18 officers, directors and 10%+ beneficial owners currently report holdings in OPRT via SEC Form 4.
Are OPRT insiders buying or selling?
Across the 50 most recent Form 4 filings for OPRT, 5 were open-market purchases (code P) and 11 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is OPRT insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent OPRT filing is dated 2026-09-14.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the OPRT quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.