Oportun Financial's three largest insider shareholders as of March 23, 2026 are Venture Management Xiv, Llc Institutional (TenPercentOwner, 3.36Mn shares), Raul Vazquez (Chief Executive Officer, 1.42Mn shares), Patrick Kirscht (Chief Credit Officer, 493.92K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Raul Vazquez | Chief Executive Officer | 1,328,298 | 0 | 12 Mar, 2026 |
| Patrick Kirscht | Chief Credit Officer | 514,665 | 0 | 12 Mar, 2026 |
| Kathleen I. Layton | Chief Legal Officer | 296,229 | 0 | 13 Mar, 2026 |
| Raul Vazquez | Chief Executive Officer | 0 | 233,709 | 14 Nov, 2022 |
| Carl Pascarella | 200,829 | 0 | 03 Jan, 2024 | |
| R Neil Williams | 140,338 | 0 | 11 Dec, 2024 | |
| 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 |
| David N Strohm | 51,342 | 0 | 05 Jul, 2023 | |
| Scott T Parker | 50,104 | 0 | 28 Jun, 2024 | |
| Frederic Welts | 30,601 | 0 | 05 Jul, 2023 | |
| Warren Wilcox | 18,041 | 0 | 21 Aug, 2025 | |
| Patrick Kirscht | Chief Credit Officer | 0 | 2,900 | 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 | 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 | 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 | 18,260 | - | 1,361,085 | 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 | 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 | 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 |
| 31 Dec, 2025 | Kathleen I. Layton | Common Stock | A | 86,043 | - | 245,227 | D | A |
| 10 Sep, 2025 | Joseph Andrew Schueller | Common Stock | A | 28,090 | - | 28,090 | D | A |
| 10 Sep, 2025 | Kathleen I. Layton | Common Stock | D | 4,214 | $6.64 | 159,184 | D | S |