According to recent filings covering the 90 days ending December 20, 2025, the three most significant insider holders at Oportun Financial are CFO & Chief Admin Officer Jonathan Aaron Coblentz (518.79K shares), Chief Credit Officer Patrick Kirscht (401.21K shares), Global Controller And Pao Casey Mueller (171.69K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Venture Management Xiv, Llc Institutional | 3,358,691 | 07 Sep, 2023 | |
| Raul Vazquez | Chief Executive Officer | 1,652,338 | 04 Apr, 2025 |
| Jonathan Aaron Coblentz | CFO & Chief Admin Officer | 518,789 | 12 Mar, 2025 |
| Patrick Kirscht | Chief Credit Officer | 401,214 | 04 Apr, 2025 |
| David N Strohm | 322,502 | 05 Jul, 2023 | |
| Xii Gp Llc Greylock | 261,866 | 05 May, 2021 | |
| Matthew Wayne Jenkins | COO & GM And Personal Auto Loans | 213,260 | 08 Dec, 2023 |
| Carl Pascarella | 200,829 | 03 Jan, 2024 | |
| Casey Mueller | Global Controller And Pao | 171,693 | 12 Mar, 2025 |
| Kathleen I. Layton | Chief Legal Officer | 159,184 | 11 Sep, 2025 |
| R Neil Williams | 140,338 | 11 Dec, 2024 | |
| Joan Aristei | GC & Chief Risk Officer | 114,114 | 18 Jul, 2023 |
| David Anthony Needham | Chief Product Officer | 104,071 | 14 Mar, 2022 |
| Ginny Lee | 100,518 | 22 Jul, 2025 | |
| Jo Ann Barefoot | 95,643 | 22 Jul, 2025 | |
| Louis Miramontes | 93,930 | 21 Aug, 2025 | |
| Sandra Adele Smith | 80,740 | 22 Jul, 2025 | |
| Richard N. Tambor | 76,777 | 22 Jul, 2025 | |
| Carlos Minetti | 67,594 | 22 Jul, 2025 | |
| Mohit Daswani | 60,014 | 22 Jul, 2025 | |
| Scott T Parker | 50,104 | 28 Jun, 2024 | |
| Roy Banks | 35,963 | 07 Jun, 2023 | |
| Aida Alvarez | 31,425 | 15 Jun, 2022 | |
| Frederic Welts | 30,601 | 05 Jul, 2023 | |
| Joseph Andrew Schueller | SVP Controller And Pao & Pfo | 28,090 | 11 Sep, 2025 |
| Warren Wilcox | 18,041 | 21 Aug, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Sep, 2025 | Kathleen I. Layton | Common Stock | D | 4,214 | $6.64 | 159,184 | D | S |
| 10 Sep, 2025 | Joseph Andrew Schueller | Common Stock | A | 28,090 | - | 28,090 | D | A |
| 21 Aug, 2025 | Louis Miramontes | Common Stock | A | 3,644 | - | 93,930 | D | A |
| 19 Aug, 2025 | Warren Wilcox | Common Stock | A | 18,041 | - | 18,041 | D | A |
| 18 Jul, 2025 | Louis Miramontes | Common Stock | A | 18,090 | - | 90,286 | D | A |
| 18 Jul, 2025 | Sandra Adele Smith | Common Stock | A | 18,090 | - | 80,740 | D | A |
| 18 Jul, 2025 | Carlos Minetti | Common Stock | A | 18,090 | - | 67,594 | D | A |
| 18 Jul, 2025 | Ginny Lee | Common Stock | A | 18,090 | - | 100,518 | D | A |
| 18 Jul, 2025 | Richard N. Tambor | Common Stock | A | 18,090 | - | 76,777 | D | A |
| 18 Jul, 2025 | Jo Ann Barefoot | Common Stock | A | 18,090 | - | 95,643 | D | A |
| 18 Jul, 2025 | Mohit Daswani | Common Stock | A | 18,090 | - | 60,014 | D | A |
| 02 Apr, 2025 | Patrick Kirscht | Common Stock | A | 110,295 | - | 398,314 | D | A |
| 02 Apr, 2025 | Raul Vazquez | Common Stock | A | 225,000 | - | 1,418,629 | D | A |
| 02 Apr, 2025 | Patrick Kirscht | - | - | 398,314 | D | |||
| 02 Apr, 2025 | Kathleen I. Layton | Common Stock | A | 73,530 | - | 163,398 | D | A |
| 10 Mar, 2025 | Jonathan Aaron Coblentz | Common Stock | D | 1,385 | - | 231,097 | D | F |
| 10 Mar, 2025 | Patrick Kirscht | Common Stock | D | 3,116 | $5.99 | 330,244 | D | S |
| 10 Mar, 2025 | Kathleen I. Layton | Common Stock | D | 485 | $5.99 | 102,100 | D | S |
| 10 Mar, 2025 | Jonathan Aaron Coblentz | - | - | 231,097 | D | |||
| 10 Mar, 2025 | Raul Vazquez | Common Stock | D | 4,092 | - | 1,253,236 | D | F |