Tambor Richard N. 4
4 · Oportun Financial Corp · Filed Jun 29, 2026
Research Summary
AI-generated summary of this filing
Oportun (OPRT) Director Richard Tambor Gifts 36,127 Shares
What Happened
Richard N. Tambor, a director of Oportun Financial Corp. (OPRT), reported gift transactions dated June 15, 2026, involving 36,127 shares. The transactions are reported as gifts (code G); no price or cash proceeds are listed (N/A) because shares were transferred, not sold. The filing shows duplicate acquired/disposed lines that reflect transfers between Tambor’s direct holdings and trust accounts rather than open-market trades.
Key Details
- Transaction date: 2026-06-15 (reported on Form 4 filed 2026-06-29).
- Transaction type: Gift (code G). Price: N/A; proceeds: N/A.
- Reported share quantity per line: 36,127 shares (reported in multiple lines consistent with transfers between ownership categories).
- Shares owned after the transactions: Not specified in the provided excerpt — see the full Form 4 for total holdings.
- Footnotes:
- F1: Transfer to the Richard Tambor Revocable Living Trust dated Jan 6, 2026 (Reporting Person is trustee).
- F2: Transfer to The Dorsey Grant Revocable Living Trust dated Jan 6, 2026 (Reporting Person is not trustee but may be deemed to beneficially own the shares).
- Timeliness: Filing appears late — transaction on 6/15/2026 but Form 4 filed 6/29/2026 (Form 4s are generally required within two business days of the transaction).
Context
Gifts are transfers for estate-planning or personal reasons and do not necessarily signal the insider’s view of the stock. The duplicated acquire/dispose entries typically reflect reclassification of ownership (direct to trust or beneficial interest), not market buying or selling. For details on total holdings and any changes in beneficial ownership, review the complete Form 4 filing.
Insider Transaction Report
- Gift
Common Stock
[F1]2026-06-15−36,127→ 40,650 total - Gift
Common Stock
[F1]2026-06-15+36,127→ 36,127 total(indirect: By Trust) - Gift
Common Stock
[F2]2026-06-15−36,127→ 4,523 total - Gift
Common Stock
[F2]2026-06-15+36,127→ 36,127 total(indirect: By Trust)
Footnotes (2)
- [F1]Represents a transfer of securities by the Reporting Person to the Richard Tambor Revocable Living Trust dated January 6, 2026, for which the Reporting Person is the trustee.
- [F2]Represents a transfer of securities by the Reporting Person to The Dorsey Grant Revocable Living Trust dated January 6, 2026. The Reporting Person is not the trustee but may be deemed to beneficially own the shares held by the trust.