COBLENTZ JONATHAN AARON (CFO & Chief Admin Officer) exercised options at OPORTUN FINANCIAL CORP
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 3/19/2024ACC: 0001538716-24-000040
Officer· CFO & Chief Admin Officer
Since Sep 2019
-13.23K
Net shares
Net seller
$46.6K
Total sold
0
Open market trades
0B · 0S
6
Total transactions
7.89K acquired · 21.12K disposed
Non-Derivative Transactions5
Common Stock
Direct
Shares
+7.89K
Price / share
—
Trade value
—
% of position
3.6%
3/15/2024
216.85K→224.75K
Common Stock
Direct
Shares
−3.24K
Price / share
$3.52
Trade value
$11.39K
% of position
1.4%
3/15/2024
224.75K→221.51K
Common Stock
Direct
Shares
−1.45K
Price / share
$3.52
Trade value
$5.09K
% of position
0.7%
3/15/2024
221.51K→220.07K
Common Stock
Direct
Shares
−6.21K
Price / share
$3.52
Trade value
$21.86K
% of position
2.8%
3/15/2024
220.07K→213.86K
Common Stock
Direct
Shares
−2.33K
Price / share
$3.52
Trade value
$8.22K
% of position
1.1%
3/15/2024
213.86K→211.52K
Total
Net shares
−5.33K
Net value
-$46.56K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/15/2024 | M · Option Exercise | +7.89K | — | — | 3.6% | 216.85K | 224.75K |
| Common Stock Direct | 3/15/2024 | F · Tax Withholding | −3.24K | $3.52 | $11.39K | 1.4% | 224.75K | 221.51K |
| Common Stock Direct | 3/15/2024 | F · Tax Withholding | −1.45K | $3.52 | $5.09K | 0.7% | 221.51K | 220.07K |
| Common Stock Direct | 3/15/2024 | F · Tax Withholding | −6.21K | $3.52 | $21.86K | 2.8% | 220.07K | 213.86K |
| Common Stock Direct | 3/15/2024 | F · Tax Withholding | −2.33K | $3.52 | $8.22K | 1.1% | 213.86K | 211.52K |
| Total | −5.33K | -$46.56K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Common Stock
7.89K shares
Shares
−7.89K
Strike price
Held after
0.00
Exercisable
—
3/15/2024
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock7.89K shares | 3/15/2024 | M · Option Exercise | −7.89K | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)1
Common Stock
IndirectShares owned272.78K
Total
272.78K indirect272.78K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 272.78K | Indirect |
| Total | 272.78K | 272.78K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported