Oportun Financial OPRT Insider Ownership

NASDAQ OPRT

$9.25 +0.10 (+1.12%)

As of: Oct 21, 2026 · 1:47 PM EDT

Insider Holdings by Owner

8.45Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

10.05%

▲+1.09% pp QoQ

Shares Held by Insiders

4.87Mn

filed for Sep 2026

▲+12.11% QoQ

Shares Outstanding

48.42Mn

48,419,607 shares

Direct Holdings

4.26Mn

Indirect: 610.04K

Net Shares Traded (QoQ)

+525.83K

net buying in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Updated Oct 10, 2026

In the last 12 months, insiders at Oportun Financial made open-market sales of $416,144 (80.74K shares) and bought no shares on the open market.

Oportun Financial's open-market sales in the past 12 months came from 3 insiders; no insider bought.
Patrick Kirscht (Chief Credit Officer) sold the most Oportun Financial stock on the open market over the past 12 months, $266,065 (54.3K shares), most recently on March 10, 2026.
The latest open-market trade in OPRT stock by an insider was a sale of 28 shares for $218 by Joseph Andrew Schueller (SVP Controller, CAO) on September 11, 2026.
Beyond open-market trades, insiders at Oportun Financial received 1.29Mn shares in stock awards, gave up 90.33K shares to cover taxes or exercise prices and gave away 72.25K shares as gifts in the last 12 months.
Per Business Quant data, Oportun Financial insiders hold 4.87Mn shares in total based on their latest Form 4 filings, up 12.11% from 4.34Mn shares at the end of Q2 2026 and up 17.77% from 4.13Mn shares at the end of Q3 2025.
By type of ownership, OPRT insiders hold 87.46% of their shares directly (4.26Mn shares) and 12.54% indirectly (610.04K shares).
The insider holdings in Oportun Financial belong to 18 insiders who have reported on Form 4 within the past two years.
Oportun Financial's three biggest insider holders are Raul Vazquez (Chief Executive Officer, 1.56Mn shares), Patrick Kirscht (Chief Credit Officer, 520.47K shares) and Jonathan Aaron Coblentz (CFO & Chief Administrative Officer, 518.79K shares), based on their latest Form 4 filings.
Raul Vazquez holds 32.10% of the combined insider position in Oportun Financial.
Institutions accounted for 77.90% of OPRT's outstanding shares in Q2 2026, insiders about 10.05% per their latest Form 4 filings, and other investors, including the public, about 12.05%.
Over the past 12 months, 13 insiders reported transactions in Oportun Financial stock in 18 Form 4 filings.
The insider data for OPRT reflects Form 4 filings through September 14, 2026.

Form 4 Holdings

Insiders Holding OPRT

Insiders 28

Shares held 8.45Mn

Of outstanding 17.44%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Venture Management Xiv, Llc Institutional	TenPercentOwner	0	3,358,691	3,358,691	39.8%	07 Sep, 2023
2	Raul Vazquez	Chief Executive Officer	1,328,298	0	1,328,298	15.7%	12 Mar, 2026
3	Patrick Kirscht	Chief Credit Officer	514,665	0	514,665	6.1%	12 Mar, 2026
4	Douglas K Bland	Chief Executive Officer	463,822	0	463,822	5.5%	11 Jun, 2026
5	Sean A Rowles	Chief Risk Officer	382,653	0	382,653	4.5%	14 Sep, 2026
6	Kathleen I. Layton	Chief Legal Officer	292,006	0	292,006	3.5%	14 Sep, 2026
7	Jonathan Aaron Coblentz	Cfo Chief Admin Officer	220,509	0	220,509	2.6%	12 Mar, 2025
8	Matthew Wayne Jenkins	Coo Gm, Personal Auto Loans	213,260	0	213,260	2.5%	08 Dec, 2023
9	Carl Pascarella	Director	200,829	0	200,829	2.4%	03 Jan, 2024
10	Casey Mueller	Global Controller And Pao	171,693	0	171,693	2.0%	12 Mar, 2025
11	R Neil Williams	Director	140,338	0	140,338	1.7%	11 Dec, 2024
12	Ginny Lee	Director	121,387	0	121,387	1.4%	13 Aug, 2026
13	Louis Miramontes	Director	118,972	0	118,972	1.4%	13 Aug, 2026
14	Joan Aristei	Gc Chief Risk Officer	114,114	0	114,114	1.4%	18 Jul, 2023
15	David Anthony Needham	Chief Product Officer	104,071	0	104,071	1.2%	14 Mar, 2022
16	Jo Ann Barefoot	Director	95,643	0	95,643	1.1%	22 Jul, 2025
17	Carlos Minetti	Director	88,463	0	88,463	1.0%	13 Aug, 2026
18	Mohit Daswani	Director	80,883	0	80,883	1.0%	13 Aug, 2026
19	Sandra Adele Smith	Director	80,740	0	80,740	1.0%	22 Jul, 2025
20	Joseph Andrew Schueller	Svp Controller, Cao	71,121	0	71,121	0.8%	14 Sep, 2026
21	David N Strohm	Director	51,342	0	51,342	0.6%	05 Jul, 2023
22	Scott T Parker	Director	50,104	0	50,104	0.6%	28 Jun, 2024
23	Warren Wilcox	Director	38,910	0	38,910	0.5%	13 Aug, 2026
24	Roy Banks	Director	35,963	0	35,963	0.4%	07 Jun, 2023
25	Aida Alvarez	Director	31,425	0	31,425	0.4%	15 Jun, 2022
26	Frederic Welts	Director	30,601	0	30,601	0.4%	05 Jul, 2023
27	Richard N. Tambor	Director	25,392	0	25,392	0.3%	13 Aug, 2026
28	Scott Scheirman	Director	20,869	0	20,869	0.2%	20 Aug, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

858 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
10 Sep, 2026	Sean A Rowles	Chief Risk Officer	Acquired A	382,653	—	—	382,653	Direct
10 Sep, 2026	Kathleen I. Layton	Chief Legal Officer	Disposed S	4,223	$7.80	$32.94K	292,006	Direct
10 Sep, 2026	Joseph Andrew Schueller	Svp Controller, Cao	Disposed S	2,831	$7.80	$22.08K	71,149	Direct
11 Sep, 2026	Joseph Andrew Schueller	Svp Controller, Cao	Disposed S	28	$7.80	$218	71,121	Direct
10 Sep, 2026	Sean A Rowles	Chief Risk Officer	Acquired A	127,551	—	—	127,551	Direct
19 Aug, 2026	Scott Scheirman	Director	Acquired A	20,869	—	—	20,869	Direct
11 Aug, 2026	Warren Wilcox	Director	Acquired A	20,869	—	—	38,910	Direct
11 Aug, 2026	Ginny Lee	Director	Acquired A	20,869	—	—	121,387	Direct
11 Aug, 2026	Mohit Daswani	Director	Acquired A	20,869	—	—	80,883	Direct
11 Aug, 2026	Carlos Minetti	Director	Acquired A	20,869	—	—	88,463	Direct
11 Aug, 2026	Louis Miramontes	Director	Acquired A	25,042	—	—	118,972	Direct
11 Aug, 2026	Richard N. Tambor	Director	Acquired A	20,869	—	—	25,392	Direct
15 Jun, 2026	Richard N. Tambor	Director	Disposed G	36,127	—	—	40,650	Direct
15 Jun, 2026	Richard N. Tambor	Director	Acquired G	36,127	—	—	36,127	Indirect
15 Jun, 2026	Richard N. Tambor	Director	Disposed G	36,127	—	—	4,523	Direct
15 Jun, 2026	Richard N. Tambor	Director	Acquired G	36,127	—	—	36,127	Indirect
10 Jun, 2026	Douglas K Bland	Chief Executive Officer	Acquired A	463,822	—	—	463,822	Direct
10 Jun, 2026	Douglas K Bland	Chief Executive Officer	Acquired A	463,822	—	—	463,822	Direct
10 Mar, 2026	Kathleen I. Layton	Chief Legal Officer	Disposed S	1,398	$4.90	$6.85K	243,829	Direct
10 Mar, 2026	Kathleen I. Layton	Chief Legal Officer	Disposed S	5,556	$4.90	$27.22K	238,273	Direct

Showing 1 to 20 of 858 transactions