Insider · CIK 0001786953

Needham David Anthony

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

sec.gov

Transactions

Companies

Filings

CIK

0001786953

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2022-03-11	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+40.4K sh	$1.32	+$53.4K	93,094
2022-03-11	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−4,088 sh	$13.05	−$53.3K	89,006
2022-03-11	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+22.7K sh	$4.40	+$100K	111,733
2022-03-11	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−7,662 sh	$13.05	−$100K	104,071
2022-03-11	OPRTOportun Financial Corp · Stock Option (Right to Buy)A Award	Chief Product Officer	AAward	−40.4K sh	$1.32	−$53.4K	0
2022-03-11	OPRTOportun Financial Corp · Stock Option (Right to Buy)M Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−22.7K sh	$4.40	−$100K	0
2022-03-10	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+4,934 sh	—	—	55,146
2022-03-10	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−1,707 sh	$13.26	−$22.6K	53,439
2022-03-10	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−763 sh	$13.26	−$10.1K	52,676
2022-03-10	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−4,934 sh	—	—	9,869
2022-03-03	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+4,462 sh	—	—	52,041
2022-03-03	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−1,829 sh	$15.71	−$28.7K	50,212
2022-03-03	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−4,462 sh	—	—	4,462
2021-09-10	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−2,333 sh	$24.15	−$56.3K	47,579
2021-08-30	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+5,871 sh	—	—	51,943
2021-08-30	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−2,031 sh	$24.86	−$50.5K	49,912
2021-08-30	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−5,871 sh	—	—	5,871
2021-08-02	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+1,944 sh	—	—	46,745
2021-08-02	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−673 sh	$21.08	−$14.2K	46,072
2021-08-02	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−1,944 sh	—	—	0
2021-05-03	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+1,943 sh	—	—	45,473
2021-05-03	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−672 sh	$21.71	−$14.6K	44,801
2021-05-03	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−1,943 sh	—	—	1,944
2021-03-30	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+114 sh	—	—	43,570
2021-03-30	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−40 sh	$20.24	−$809.6	43,530
2021-03-30	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−114 sh	—	—	0
2021-03-10	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+4,934 sh	—	—	36,343
2021-03-10	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−1,707 sh	$21.26	−$36.3K	34,636
2021-03-10	OPRTOportun Financial CorpA Award	Chief Product Officer	AAward	+8,820 sh	—	—	43,456
2021-03-10	OPRTOportun Financial Corp · Stock Option (Right to Buy)A Award	Chief Product Officer	AAward	+15.5K sh	$21.26	+$329K	15,458
2021-03-10	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−4,934 sh	—	—	14,803
2021-03-03	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+4,462 sh	—	—	33,077
2021-03-03	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−1,668 sh	$18.29	−$30.5K	31,409
2021-03-03	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−4,462 sh	—	—	8,924
2021-02-01	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+1,943 sh	—	—	29,414
2021-02-01	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−799 sh	$16.22	−$13K	28,615
2021-02-01	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−1,943 sh	—	—	3,887
2020-12-30	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+114 sh	—	—	27,511
2020-12-30	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−40 sh	$19.09	−$763.6	27,471
2020-12-30	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−114 sh	—	—	114
2020-11-30	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+341 sh	—	—	27,515
2020-11-30	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−118 sh	$16.91	−$1,995.38	27,397
2020-11-30	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−341 sh	—	—	0
2020-11-25	OPRTOportun Financial CorpS Sale	Chief Product Officer	SSale	−21K sh	$17.98	−$377K	27,174
2020-11-02	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+1,943 sh	—	—	48,846
2020-11-02	OPRTOportun Financial CorpF Tax Payment	Chief Product Officer	FTax Payment	−672 sh	$13.30	−$8,937.6	48,174
2020-11-02	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−1,943 sh	—	—	5,830
2020-10-01	OPRTOportun Financial CorpS Sale	Chief Product Officer	SSale	−40 sh	$11.63	−$465.192	46,903
2020-09-30	OPRTOportun Financial CorpM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	+113 sh	—	—	46,943
2020-09-30	OPRTOportun Financial Corp · Restricted Stock UnitsM Exercise/Conversion	Chief Product Officer	MExercise/Conversion	−113 sh	—	—	228

Recent filings

Accepted (ET)
Mar 144
Needham David Anthony0001538716-22-000054
SEC(opens sec.gov)
Mar 74
Needham David Anthony0001538716-22-000032
SEC(opens sec.gov)
Sep 144
Needham David Anthony0001538716-21-000195
SEC(opens sec.gov)
Aug 314
Needham David Anthony0001538716-21-000169
SEC(opens sec.gov)
Aug 34
Needham David Anthony0001538716-21-000144
SEC(opens sec.gov)

Companies

Oportun Financial CorpChief Product OfficerOPRT

Address

OPORTUN FINANCIAL CORPORATION 2 CIRCLE STAR WAY

SAN CARLOS, CA, 94070