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 | 80,740 | reported | 18 Jul 2025 | tx 5+80,740 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Jul 2025 | GRANT_AWARD | Oportun Financial Corp | 18,090 | — | |
| 26 Jun 2024 | GRANT_AWARD | Oportun Financial Corp | 26,687 | — | |
| 06 Jun 2023 | GRANT_AWARD | Oportun Financial Corp | 19,441 | — | |
| 14 Jun 2022 | GRANT_AWARD | Oportun Financial Corp | 12,551 | — | |
| 10 Sept 2021 | GRANT_AWARD | Oportun Financial Corp | 3,971 | — |