Through the 90-day period concluding January 10, 2026, Oportun Financial's top three insider stakeholders include TenPercentOwner Venture Management Xiv, Llc Institutional (3.36Mn shares), Chief Executive Officer Raul Vazquez (1.65Mn shares), Cfo & Chief Admin Officer Jonathan Aaron Coblentz (518.79K 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 | 496,817 | 05 Jan, 2026 |
| Kathleen I. Layton | Chief Legal Officer | 245,227 | 05 Jan, 2026 |
| 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 |
| 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 | |
| Joseph Andrew Schueller | Svp Controller And Pao & Pfo | 73,980 | 05 Jan, 2026 |
| Carlos Minetti | 67,594 | 22 Jul, 2025 | |
| Mohit Daswani | 60,014 | 22 Jul, 2025 | |
| David N Strohm | 51,342 | 05 Jul, 2023 | |
| 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 | |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 19 Aug, 2025 | Warren Wilcox | - | - | 18,041 | D | |||
| 18 Jul, 2025 | Carlos Minetti | Common Stock | A | 18,090 | - | 67,594 | D | A |
| 18 Jul, 2025 | Richard N. Tambor | Common Stock | A | 18,090 | - | 76,777 | D | A |
| 18 Jul, 2025 | Louis Miramontes | Common Stock | A | 18,090 | - | 90,286 | D | A |
| 18 Jul, 2025 | Mohit Daswani | Common Stock | A | 18,090 | - | 60,014 | D | A |
| 18 Jul, 2025 | Jo Ann Barefoot | Common Stock | A | 18,090 | - | 95,643 | D | A |
| 18 Jul, 2025 | Sandra Adele Smith | Common Stock | A | 18,090 | - | 80,740 | D | A |
| 18 Jul, 2025 | Ginny Lee | Common Stock | A | 18,090 | - | 100,518 | D | A |
| 18 Jul, 2025 | Ginny Lee | - | - | 100,518 | D | |||
| 02 Apr, 2025 | Raul Vazquez | - | - | 1,418,629 | D | |||
| 02 Apr, 2025 | Raul Vazquez | Common Stock | A | 225,000 | - | 1,418,629 | D | A |
| 02 Apr, 2025 | Patrick Kirscht | Common Stock | A | 110,295 | - | 398,314 | D | A |
| 02 Apr, 2025 | Kathleen I. Layton | Common Stock | A | 73,530 | - | 163,398 | D | A |