Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Oportun Financial Corp | 439,618 | reported | 10 Mar 2026 | tx 111+1,260,802−579,426 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | SALE | Oportun Financial Corp | 14,172 | 4.90 USD | |
| 10 Mar 2026 | SALE | Oportun Financial Corp | 19,362 | 4.90 USD | |
| 10 Mar 2026 | GRANT_AWARD | Oportun Financial Corp | 75,047 | — | |
| 10 Mar 2026 | SALE | Oportun Financial Corp | 12,099 | 4.90 USD | |
| 10 Mar 2026 | SALE | Oportun Financial Corp | 8,666 | 4.90 USD | |
| 10 Mar 2026 | GRANT_AWARD | Oportun Financial Corp | 37,524 | — | deriv |
| 31 Dec 2025 | GRANT_AWARD | Oportun Financial Corp | 95,603 | — | |
| 02 Apr 2025 | GRANT_AWARD | Oportun Financial Corp | 110,295 | — | |
| 02 Apr 2025 | GRANT_AWARD | Oportun Financial Corp | 73,530 | 0.00 USD | deriv |
| 10 Mar 2025 | SALE | Oportun Financial Corp | 14,175 | 5.99 USD | |
| 10 Mar 2025 | SALE | Oportun Financial Corp | 10,641 | 5.99 USD | |
| 10 Mar 2025 | SALE | Oportun Financial Corp | 17,409 | 5.99 USD | |
| 10 Mar 2025 | SALE | Oportun Financial Corp | 3,116 | 5.99 USD | |
| 10 Dec 2024 | SALE | Oportun Financial Corp | 8,403 | 3.80 USD | |
| 10 Sept 2024 | SALE | Oportun Financial Corp | 7,787 | 2.45 USD | |
| 14 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 80,726 | — | |
| 14 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 80,726 | 0.00 USD | deriv |
| 15 Mar 2024 | EXERCISE | Oportun Financial Corp | 9,869 | — | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 6,816 | 3.03 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 3,023 | 3.03 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 13,328 | 3.03 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | Oportun Financial Corp | 10,257 | 3.03 USD | |
| 15 Mar 2024 | EXERCISE | Oportun Financial Corp | 9,869 | 0.00 USD | deriv |
| 06 Dec 2023 | GRANT_AWARD | Oportun Financial Corp | 49,339 | — | |
| 06 Dec 2023 | GRANT_AWARD | Oportun Financial Corp | 49,339 | 0.00 USD | deriv |