Oportun Financial Corp insider trading
Every open-market purchase and sale by Oportun Financial Corp's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Oportun Financial Corp’s insiders pay?
From September 30, 2019 to September 14, 2026, 18 insiders reported 9 open-market purchases and 29 sales not made under a pre-set plan in Oportun Financial Corp. Twelve months after each purchase was reported, the shares were −35.3% against the S&P 500 on average (median −81.7%), over 3 purchases with a full year of prices; 33% beat the index. After sales, the shares moved +13.9% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 29, 2020 into $8,521 by November 2, 2026, −2.5% a year. It held shares 31% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $18,619 (+10.2% a year), and held throughout $27,179 (+16.9%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Coblentz Jonathan Aaron | CFO & Chief Admin Officer | 3 | −81.7% (1) | 0% | 3 | +67.3% (3) | December 2, 2024 |
| Kirscht Patrick | Chief Credit Officer | 0 | — | — | 5 | +26.4% (2) | March 12, 2026 |
| Layton Kathleen I. | Chief Legal Officer | 0 | — | — | 5 | −21.8% (2) | September 14, 2026 |
| Needham David Anthony | Chief Technology Officer | 0 | — | — | 4 | +49.0% (4) | November 25, 2020 |
| Vazquez Raul | Chief Executive Officer | 3 | −12.1% (2) | 50% | 0 | — | December 2, 2024 |
| Aristei Joan | GC & Chief Compliance Officer | 0 | — | — | 2 | +85.8% (2) | September 2, 2020 |
| Mueller Casey | Global Controller and PAO | 0 | — | — | 2 | −45.4% (1) | March 12, 2025 |
| Alvarez Aida | Director | 0 | — | — | 1 | −54.5% (1) | June 3, 2022 |
| Daswani Mohit | Director | 1 | — | — | 0 | — | December 13, 2024 |
| Greylock Xii Limited Partnership | 10% owner | 0 | — | — | 1 | −39.6% (1) | May 5, 2021 |
| Jenkins Matthew Wayne | COO & G.M. Personal Loans | 0 | — | — | 1 | +73.4% (1) | September 2, 2020 |
| Madrone Capital Partners, LLC | 10% owner | 0 | — | — | 1 | −24.5% (1) | October 2, 2019 |
| Maltz Jules A. | 10% owner | 0 | — | — | 1 | −90.6% (1) | September 7, 2023 |
| Minetti Carlos | Director | 1 | — | — | 0 | — | December 13, 2024 |
| Miramontes Louis | Director | 0 | — | — | 1 | −65.0% (1) | March 15, 2022 |
| Pascarella Carl | Director | 0 | — | — | 1 | −40.7% (1) | September 30, 2019 |
| Schueller Joseph Andrew | SVP-Controller, CAO | 0 | — | — | 1 | — | September 14, 2026 |
| Williams R Neil | Director | 1 | — | — | 0 | — | December 11, 2024 |
When several insiders traded Oportun Financial Corp
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Oportun Financial Corp in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged +2.5% against the index. After 3 selling crowds, +38.5%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| March 31, 2025 | 3 selling | +12.0% | −7.4% | −35.2% |
| November 30, 2022 | 2 buying | +8.7% | +2.5% | −67.5% |
| September 30, 2020 | 4 selling | +50.4% | +57.3% | +82.3% |
| May 29, 2020 | 4 selling | +19.5% | +65.7% | +57.5% |