As of June 02, 2026, Oportun Financial's top three insider holders are Venture Management Xiv, Llc Institutional (TenPercentOwner, 3.36Mn shares), Raul Vazquez (Chief Executive Officer, 1.33Mn shares), Patrick Kirscht (Chief Credit Officer, 514.66K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| David N Strohm | - | 51,342 | 0 | 05 Jul, 2023 |
| Warren Wilcox | - | 18,041 | 0 | 21 Aug, 2025 |
| Carl Pascarella | - | 200,829 | 0 | 03 Jan, 2024 |
| Aida Alvarez | - | 31,425 | 0 | 15 Jun, 2022 |
| Roy Banks | - | 35,963 | 0 | 07 Jun, 2023 |
| Jonathan Aaron Coblentz | Cfo Chief Admin Officer | 0 | 298,280 | 02 Dec, 2024 |
| Carlos Minetti | - | 67,594 | 0 | 22 Jul, 2025 |
| R Neil Williams | - | 140,338 | 0 | 11 Dec, 2024 |
| Frederic Welts | - | 30,601 | 0 | 05 Jul, 2023 |
| Scott T Parker | - | 50,104 | 0 | 28 Jun, 2024 |
| Venture Management Xiv, Llc Institutional | - | 0 | 3,358,691 | 07 Sep, 2023 |
| Raul Vazquez | Chief Executive Officer | 1,328,298 | 0 | 12 Mar, 2026 |
| Richard N. Tambor | - | 76,777 | 0 | 22 Jul, 2025 |
| Louis Miramontes | - | 93,930 | 0 | 21 Aug, 2025 |
| Mohit Daswani | - | 60,014 | 0 | 22 Jul, 2025 |
| Patrick Kirscht | Chief Credit Officer | 514,665 | 0 | 12 Mar, 2026 |
| Joan Aristei | Gc Chief Risk Officer | 114,114 | 0 | 18 Jul, 2023 |
| Jo Ann Barefoot | - | 95,643 | 0 | 22 Jul, 2025 |
| Matthew Wayne Jenkins | Coo Gm, Personal Auto Loans | 213,260 | 0 | 08 Dec, 2023 |
| David Anthony Needham | Chief Product Officer | 104,071 | 0 | 14 Mar, 2022 |
| Joseph Andrew Schueller | Svp Controller, Pao Pfo | 73,980 | 0 | 05 Jan, 2026 |
| Sandra Adele Smith | - | 80,740 | 0 | 22 Jul, 2025 |
| Ginny Lee | - | 100,518 | 0 | 22 Jul, 2025 |
| Casey Mueller | Global Controller And Pao | 171,693 | 0 | 12 Mar, 2025 |
| Kathleen I. Layton | Chief Legal Officer | 296,229 | 0 | 13 Mar, 2026 |
* 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 Mar, 2026 | Kathleen I. Layton | Common Stock | D | 1,398 | $4.90 | 243,829 | D | S |
| 10 Mar, 2026 | Kathleen I. Layton | Common Stock | D | 5,556 | $4.90 | 238,273 | D | S |
| 10 Mar, 2026 | Kathleen I. Layton | Common Stock | D | 12,401 | $4.90 | 225,872 | D | S |
| 10 Mar, 2026 | Kathleen I. Layton | Common Stock | A | 70,357 | - | 296,229 | D | A |
| 10 Mar, 2026 | Kathleen I. Layton | Performance Stock Units | A | 35,179 | - | 35,179 | D | A |
| 10 Mar, 2026 | Patrick Kirscht | Common Stock | D | 12,099 | $4.90 | 481,818 | D | S |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 18,190 | - | 1,400,439 | D | F |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 18,190 | - | 1,400,439 | D | F |
| 10 Mar, 2026 | Patrick Kirscht | Common Stock | D | 8,666 | $4.90 | 473,152 | D | S |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 21,094 | - | 1,379,345 | D | F |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 21,094 | - | 1,379,345 | D | F |
| 10 Mar, 2026 | Patrick Kirscht | Common Stock | D | 14,172 | $4.90 | 458,980 | D | S |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 18,260 | - | 1,361,085 | D | F |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 18,260 | - | 1,361,085 | D | F |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 32,787 | - | 1,328,298 | D | F |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 32,787 | - | 1,328,298 | D | F |
| 10 Mar, 2026 | Patrick Kirscht | Common Stock | D | 19,362 | $4.90 | 439,618 | D | S |
| 10 Mar, 2026 | Patrick Kirscht | Common Stock | A | 75,047 | - | 514,665 | D | A |
| 10 Mar, 2026 | Patrick Kirscht | Performance Stock Units | A | 37,524 | - | 37,524 | D | A |
| 31 Dec, 2025 | Joseph Andrew Schueller | Common Stock | A | 45,890 | - | 73,980 | D | A |