Insider · CIK 0001397972

COBLENTZ JONATHAN AARON

Reports to the SEC for 1 company · SAN CARLOS, CA

sec.gov

Transactions

Companies

Filings

CIK

0001397972

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2025-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−1,385 sh	—	—	231,097
2025-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−5,831 sh	—	—	225,266
2025-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−2,180 sh	—	—	223,086
2025-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−2,577 sh	—	—	220,509
2024-11-29	OPRTOportun Financial CorpP Purchase	CFO & Chief Admin Officer	PPurchase	+800 sh	$3.88	+$3,104	298,280
2024-11-27	OPRTOportun Financial CorpP Purchase	CFO & Chief Admin Officer	PPurchase	+24.7K sh	$3.91	+$96.6K	297,480
2024-09-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−3,706 sh	—	—	232,482
2024-06-14	OPRTOportun Financial CorpA Award	CFO & Chief Admin Officer	AAward	+24.7K sh	—	—	236,188
2024-06-14	OPRTOportun Financial Corp · Performance Stock UnitsA Award	CFO & Chief Admin Officer	AAward	+24.7K sh	—	—	24,667
2024-03-15	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+7,895 sh	—	—	224,748
2024-03-15	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−3,236 sh	$3.52	−$11.4K	221,512
2024-03-15	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−1,446 sh	$3.52	−$5,089.92	220,066
2024-03-15	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−6,210 sh	$3.52	−$21.9K	213,856
2024-03-15	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−2,335 sh	$3.52	−$8,219.2	211,521
2024-03-15	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	−7,895 sh	—	—	0
2023-12-06	OPRTOportun Financial CorpA Award	CFO & Chief Admin Officer	AAward	+20.1K sh	—	—	216,853
2023-12-06	OPRTOportun Financial Corp · Performance Stock UnitsA Award	CFO & Chief Admin Officer	AAward	+20.1K sh	—	—	20,101
2023-09-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−3,732 sh	$7.51	−$28K	196,752
2023-07-20	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+4,545 sh	$4.40	+$20K	200,484
2023-07-20	OPRTOportun Financial Corp · Stock Option (Right to Buy)M Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	−4,545 sh	$4.40	−$20K	0
2023-03-20	OPRTOportun Financial CorpP Purchase	CFO & Chief Admin Officer	PPurchase	+40K sh	$3.62	+$145K	195,939
2023-03-17	OPRTOportun Financial CorpP Purchase	CFO & Chief Admin Officer	PPurchase	+50K sh	$3.10	+$155K	155,939
2023-03-16	OPRTOportun Financial CorpP Purchase	CFO & Chief Admin Officer	PPurchase	+10K sh	$2.63	+$26.3K	105,939
2023-03-10	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+7,895 sh	—	—	105,803
2023-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−3,220 sh	$4.32	−$13.9K	102,583
2023-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−1,335 sh	$4.32	−$5,767.2	101,248
2023-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−5,309 sh	$4.32	−$22.9K	95,939
2023-03-10	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	−7,895 sh	—	—	7,895
2023-03-03	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+5,950 sh	—	—	100,335
2023-03-03	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−2,427 sh	$6.00	−$14.6K	97,908
2023-03-03	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	−5,950 sh	—	—	0
2022-12-13	OPRTOportun Financial CorpG Gift	CFO & Chief Admin Officer	GGift	−53.3K sh	—	—	94,385
2022-12-13	OPRTOportun Financial CorpG Gift	CFO & Chief Admin Officer	GGift	+53.3K sh	—	—	272,780
2022-11-11	OPRTOportun Financial CorpP Purchase	CFO & Chief Admin Officer	PPurchase	+8,575 sh	$6.74	+$57.8K	147,647
2022-11-10	OPRTOportun Financial CorpP Purchase	CFO & Chief Admin Officer	PPurchase	+29.6K sh	$6.42	+$190K	139,072
2022-09-12	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−5,351 sh	$5.85	−$31.3K	109,498
2022-08-30	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+9,225 sh	—	—	119,423
2022-08-30	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−4,574 sh	$5.33	−$24.4K	114,849
2022-08-30	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	−9,225 sh	—	—	0
2022-03-25	OPRTOportun Financial CorpA Award	CFO & Chief Admin Officer	AAward	+62.2K sh	—	—	110,198
2022-03-25	OPRTOportun Financial Corp · Stock Option (Right to Buy)A Award	CFO & Chief Admin Officer	AAward	+35.1K sh	$13.39	+$469K	35,058
2022-03-15	OPRTOportun Financial CorpG Gift	CFO & Chief Admin Officer	GGift	−70.1K sh	—	—	47,980
2022-03-15	OPRTOportun Financial CorpG Gift	CFO & Chief Admin Officer	GGift	+70.1K sh	—	—	219,518
2022-03-10	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+58.8K sh	$1.32	+$77.6K	128,862
2022-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−29.5K sh	$13.26	−$392K	99,335
2022-03-10	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+9,775 sh	$10.23	+$100K	109,110
2022-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−24.5K sh	$13.26	−$325K	104,356
2022-03-10	OPRTOportun Financial CorpM Exercise/Conversion	CFO & Chief Admin Officer	MExercise/Conversion	+7,895 sh	—	—	117,005
2022-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−2,731 sh	$13.26	−$36.2K	114,274
2022-03-10	OPRTOportun Financial CorpF Tax Payment	CFO & Chief Admin Officer	FTax Payment	−1,220 sh	$13.26	−$16.2K	113,054

Recent filings

Accepted (ET)
Mar 124
COBLENTZ JONATHAN AARON0001538716-25-000020
SEC(opens sec.gov)
Dec 24
COBLENTZ JONATHAN AARON0001538716-24-000148
SEC(opens sec.gov)
Sep 124
COBLENTZ JONATHAN AARON0001538716-24-000113
SEC(opens sec.gov)
Jun 184
COBLENTZ JONATHAN AARON0001538716-24-000073
SEC(opens sec.gov)
Mar 194
COBLENTZ JONATHAN AARON0001538716-24-000040
SEC(opens sec.gov)
Dec 84
COBLENTZ JONATHAN AARON0001538716-23-000184
SEC(opens sec.gov)
Sep 114
COBLENTZ JONATHAN AARON0001538716-23-000134
SEC(opens sec.gov)
Jul 214
COBLENTZ JONATHAN AARON0001538716-23-000123
SEC(opens sec.gov)

Companies

Oportun Financial CorpCFO & Chief Admin OfficerOPRT

Address

OPORTUN FINANCIAL CORPORATION 2 CIRCLE STAR WAY

SAN CARLOS, CA, 94070