Oportun Financial Corp (OPRT)

Sector:
FINANCE
Industry:
CONSUMER FINANCE
SIC:
FINANCE SERVICES
CEO:
Raul Vazquez
Employees:
2 CIRCLE STAR WAY SAN CARLOS CA 94070
(650) 810-8823

Oportun is a high-growth, mission-driven CDFI and provider of inclusive, affordable financial services powered by a deep, data-driven understanding of its customers and advanced proprietary technology. By lending money to hardworking, low-to-moderate-income individuals, Oportun helps them move forward in their lives, demonstrate their creditworthiness, and establish the credit history they need to access new opportunities. Oportun serves customers online, over the phone, or in person in English and Spanish in the following 12 states: Arizona, California, Florida, Idaho, Illinois, Missouri, Nevada, New Jersey, New Mexico, Texas, Utah, and Wisconsin.

Data derived from most recent annual or quarterly report
Market Cap 340.355 Million Shares Outstanding32.018 Million Avg 30-day Volume 179.126 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-0.22
Price to Revenue1.5802 Debt to Equity3.0296 EBITDA-38.774 Million
Price to Book Value1.1346 Operating Margin0.0 Enterprise Value1.775 Billion
Current Ratio EPS Growth-5.125 Quick Ratio
1 Yr BETA 1.1616 52-week High/Low 27.95 / 10.28 Profit Margin-13.4549
Operating Cash Flow Growth-29.9967 Altman Z-Score Free Cash Flow to Firm 117.001 Million
Earnings Report2022-08-04
View SEC Filings from OPRT instead.

View recent insider trading info

Funds Holding OPRT (via 13F filings)

Refresh Download CSV Download Excel (.xlsx) Download TSV
Filter by:
to
to
to
Refresh
*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding OPRT BETA

Active Schedule 13D and 13G filings

Please sign in first

Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MUELLER CASEY GLOBAL CONTROLLER AND PAO

  • Officer
19,270 2022-04-15 1

STROHM DAVID N

  • Director
298,788 2022-03-31 5

PASCARELLA CARL

  • Director
155,793 2022-03-31 6

WILLIAMS R NEIL

  • Director
28,165 2022-03-31 5

WELTS FREDERIC

  • Director
4,969 2022-03-31 3

LEE GINNY

  • Director
4,929 2022-03-31 3

COBLENTZ JONATHAN AARON CFO & CHIEF ADMIN OFFICER

  • Officer
412,754 2022-03-25 12

VAZQUEZ RAUL CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
1,247,136 2022-03-25 8

KIRSCHT PATRICK CHIEF CREDIT OFFICER

  • Officer
297,939 2022-03-25 8

ARISTEI JOAN GC & CHIEF RISK OFFICER

  • Officer
137,884 2022-03-25 5

JENKINS MATTHEW WAYNE COO & GM, PERSONAL-AUTO LOANS

  • Officer
194,299 2022-03-25 5

MIRAMONTES LOUIS

  • Director
13,517 2022-03-14 2

NEEDHAM DAVID ANTHONY CHIEF PRODUCT OFFICER

  • Officer
166,616 2022-03-10 5

BANKS ROY

  • Director
3,971 2021-09-10 2

SMITH SANDRA ADELE

  • Director
3,971 2021-09-10 2

ALVAREZ AIDA

  • Director
18,874 2021-06-08 1

BAREFOOT JO ANN

  • Director
18,874 2021-06-08 1

GREYLOCK XII GP LLC

GREYLOCK XII LIMITED PARTNERSHIP

GREYLOCK XII-A LIMITED PARTNERSHIP

  • 10% Owner
2,618,708 2021-03-03 0

INSTITUTIONAL VENTURE MANAGEMENT XIV, LLC

INSTITUTIONAL VENTURE PARTNERS XIV, L.P.

FOGELSONG NORMAN A

HARRICK STEPHEN J

PHELPS DENNIS B

CHAFFEE TODD C

MILLER J SANFORD

  • 10% Owner
3,848,691 2019-09-30 0

MADRONE PARTNERS, L.P.

MADRONE CAPITAL PARTNERS, LLC

  • 10% Owner
2,109,410 2019-09-30 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

LEE GINNY - Director

2022-04-04 17:58:56 -0400 2022-03-31 A 958 a 4,929 direct -0.9818 -4.1374 -23.1417 0.0 1 -24.3338 24

WELTS FREDERIC - Director

2022-04-04 18:08:45 -0400 2022-03-31 A 998 a 4,969 direct -0.9818 -4.1374 -23.1417 0.0 1 -24.3338 24

STROHM DAVID N - Director

2022-04-04 18:05:32 -0400 2022-03-31 A 1,043 a 27,628 direct -0.9818 -4.1374 -23.1417 0.0 1 -24.3338 24

PASCARELLA CARL - Director

2022-04-04 18:01:48 -0400 2022-03-31 A 1,479 a 155,793 direct -0.9818 -4.1374 -23.1417 0.0 1 -24.3338 24

WILLIAMS R NEIL - Director

2022-04-04 18:11:14 -0400 2022-03-31 A 1,176 a 28,165 direct -0.9818 -4.1374 -23.1417 0.0 1 -24.3338 24

ARISTEI JOAN - Officer GC & CHIEF RISK OFFICER

2022-03-29 17:19:00 -0400 2022-03-25 A 23,904 $13.39 a 23,904 direct

JENKINS MATTHEW WAYNE - Officer COO & GM, PERSONAL-AUTO LOANS

2022-03-29 17:21:50 -0400 2022-03-25 A 62,218 a 159,241 direct 2.4982 0.7852 -17.9158 4.7109 3 -22.9836 28

KIRSCHT PATRICK - Officer CHIEF CREDIT OFFICER

2022-03-29 17:27:30 -0400 2022-03-25 A 47,807 $13.39 a 47,807 direct

VAZQUEZ RAUL - Director - Officer CHIEF EXECUTIVE OFFICER

2022-03-29 17:29:51 -0400 2022-03-25 A 197,964 a 962,724 direct 2.4982 0.7852 -17.9158 4.7109 3 -22.9836 28

JENKINS MATTHEW WAYNE - Officer COO & GM, PERSONAL-AUTO LOANS

2022-03-29 17:21:50 -0400 2022-03-25 A 35,058 $13.39 a 35,058 direct

COBLENTZ JONATHAN AARON - Officer CFO & CHIEF ADMIN OFFICER

2022-03-29 17:24:26 -0400 2022-03-25 A 62,218 a 110,198 direct 2.4982 0.7852 -17.9158 4.7109 3 -22.9836 28

VAZQUEZ RAUL - Director - Officer CHIEF EXECUTIVE OFFICER

2022-03-29 17:29:51 -0400 2022-03-25 A 111,548 $13.39 a 111,548 direct

ARISTEI JOAN - Officer GC & CHIEF RISK OFFICER

2022-03-29 17:19:00 -0400 2022-03-25 A 42,421 a 113,980 direct 2.4982 0.7852 -17.9158 4.7109 3 -22.9836 28

COBLENTZ JONATHAN AARON - Officer CFO & CHIEF ADMIN OFFICER

2022-03-29 17:24:26 -0400 2022-03-25 A 35,058 $13.39 a 35,058 direct

KIRSCHT PATRICK - Officer CHIEF CREDIT OFFICER

2022-03-29 17:27:30 -0400 2022-03-25 A 84,842 a 250,132 direct 2.4982 0.7852 -17.9158 4.7109 3 -22.9836 28

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
OPORTUN FINANCIAL CORP OPRT 2022-05-20 22:15:03 UTC 0.5034 0.3166 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 21:45:03 UTC 0.5034 0.3166 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 21:15:03 UTC 0.5034 0.3166 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 20:45:03 UTC 0.5034 0.3166 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 20:15:05 UTC 0.5034 0.3166 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 19:45:03 UTC 0.5034 0.3166 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 19:15:04 UTC 0.5034 0.3166 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 18:45:03 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 18:15:03 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 17:45:03 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 17:15:03 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 16:45:04 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 16:15:03 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 15:45:03 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 15:15:03 UTC 0.4854 0.3346 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 14:45:03 UTC 0.4412 0.3788 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 14:15:04 UTC 0.4412 0.3788 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 13:45:03 UTC 0.4412 0.3788 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 13:15:03 UTC 0.4412 0.3788 650000
OPORTUN FINANCIAL CORP OPRT 2022-05-20 12:45:03 UTC 0.4412 0.3788 650000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

Elevate your investments