Oportun Financial's three largest insider shareholders as of April 22, 2026 are Venture Management Xiv, Llc Institutional (TenPercentOwner, 3.36Mn shares), Venture Management Xiv, Llc Institutional (TenPercentOwner, 3.36Mn shares), Venture Management Xiv, Llc Institutional (TenPercentOwner, 3.36Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Venture Management Xiv, Llc Institutional | - | 0 | 3,358,691 | 07 Sep, 2023 |
| Venture Management Xiv, Llc Institutional | - | 0 | 3,358,691 | 07 Sep, 2023 |
| Venture Management Xiv, Llc Institutional | - | 0 | 3,358,691 | 07 Sep, 2023 |
| Venture Management Xiv, Llc Institutional | - | 0 | 3,358,691 | 07 Sep, 2023 |
| Raul Vazquez | Chief Executive Officer | 1,328,298 | 0 | 12 Mar, 2026 |
| Patrick Kirscht | Chief Credit Officer | 514,665 | 0 | 12 Mar, 2026 |
| Jonathan Aaron Coblentz | Cfo Chief Admin Officer | 0 | 298,280 | 02 Dec, 2024 |
| Kathleen I. Layton | Chief Legal Officer | 296,229 | 0 | 13 Mar, 2026 |
| Raul Vazquez | Chief Executive Officer | 0 | 233,709 | 14 Nov, 2022 |
| Jonathan Aaron Coblentz | Cfo Chief Admin Officer | 220,509 | 0 | 12 Mar, 2025 |
| Matthew Wayne Jenkins | Coo Gm, Personal Auto Loans | 213,260 | 0 | 08 Dec, 2023 |
| Carl Pascarella | - | 200,829 | 0 | 03 Jan, 2024 |
| Casey Mueller | Global Controller And Pao | 171,693 | 0 | 12 Mar, 2025 |
| R Neil Williams | - | 140,338 | 0 | 11 Dec, 2024 |
| Joan Aristei | Gc Chief Risk Officer | 114,114 | 0 | 18 Jul, 2023 |
| David Anthony Needham | Chief Product Officer | 104,071 | 0 | 14 Mar, 2022 |
| Ginny Lee | - | 100,518 | 0 | 22 Jul, 2025 |
| Jo Ann Barefoot | - | 95,643 | 0 | 22 Jul, 2025 |
| Louis Miramontes | - | 93,930 | 0 | 21 Aug, 2025 |
| Sandra Adele Smith | - | 80,740 | 0 | 22 Jul, 2025 |
| Richard N. Tambor | - | 76,777 | 0 | 22 Jul, 2025 |
| Joseph Andrew Schueller | Svp Controller, Pao Pfo | 73,980 | 0 | 05 Jan, 2026 |
| Carlos Minetti | - | 67,594 | 0 | 22 Jul, 2025 |
| Mohit Daswani | - | 60,014 | 0 | 22 Jul, 2025 |
| David N Strohm | - | 51,342 | 0 | 05 Jul, 2023 |
| Roy Banks | - | 35,963 | 0 | 07 Jun, 2023 |
| Aida Alvarez | - | 31,425 | 0 | 15 Jun, 2022 |
| Frederic Welts | - | 30,601 | 0 | 05 Jul, 2023 |
| Warren Wilcox | - | 18,041 | 0 | 21 Aug, 2025 |
| Patrick Kirscht | Chief Credit Officer | 0 | 5,800 | 01 Sep, 2022 |
* 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 | Raul Vazquez | Common Stock | D | 18,190 | - | 1,400,439 | D | F |
| 10 Mar, 2026 | Patrick Kirscht | Common Stock | D | 12,099 | $4.90 | 481,818 | D | S |
| 10 Mar, 2026 | Raul Vazquez | Common Stock | D | 21,094 | - | 1,379,345 | D | F |
| 10 Mar, 2026 | Patrick Kirscht | Common Stock | D | 8,666 | $4.90 | 473,152 | D | S |
| 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 | 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 | Kathleen I. Layton | Common Stock | A | 86,043 | - | 245,227 | D | A |
| 31 Dec, 2025 | Patrick Kirscht | Common Stock | A | 95,603 | - | 493,917 | D | A |
| 31 Dec, 2025 | Joseph Andrew Schueller | Common Stock | A | 45,890 | - | 73,980 | D | A |
| 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 |