David Needham's Insider Trades & SAST Disclosures
David Needham's most recent trade in Oportun Financial Corp was a trade of 40,418 Common Stock done at an average price of $1.3 . Disclosure was reported to the exchange on March 10, 2022.
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| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 1.32 per share. | 10 Mar 2022 | 40,418 | 93,094 (0%) | 0% | 1.3 | 53,352 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2022 | 40,418 | 0 | - | - | Stock Option (Right to Buy) | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 4.40 per share. | 10 Mar 2022 | 22,727 | 111,733 (0%) | 0% | 4.4 | 99,999 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2022 | 22,727 | 0 | - | - | Stock Option (Right to Buy) | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.05 per share. | 10 Mar 2022 | 7,662 | 104,071 (0%) | 0% | 13.0 | 99,989 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2022 | 4,934 | 55,146 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2022 | 4,934 | 9,869 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.05 per share. | 10 Mar 2022 | 4,088 | 89,006 (0%) | 0% | 13.0 | 53,348 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.26 per share. | 10 Mar 2022 | 1,707 | 53,439 (0%) | 0% | 13.3 | 22,635 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.26 per share. | 10 Mar 2022 | 763 | 52,676 (0%) | 0% | 13.3 | 10,117 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Mar 2022 | 4,462 | 4,462 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Mar 2022 | 4,462 | 52,041 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 15.71 per share. | 03 Mar 2022 | 1,829 | 50,212 (0%) | 0% | 15.7 | 28,734 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.15 per share. | 10 Sep 2021 | 2,333 | 47,579 (0%) | 0% | 24.2 | 56,342 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Aug 2021 | 5,871 | 5,871 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Aug 2021 | 5,871 | 51,943 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.86 per share. | 30 Aug 2021 | 2,031 | 49,912 (0%) | 0% | 24.9 | 50,491 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Aug 2021 | 1,944 | 0 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Aug 2021 | 1,944 | 46,745 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.08 per share. | 02 Aug 2021 | 673 | 46,072 (0%) | 0% | 21.1 | 14,187 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 May 2021 | 1,943 | 1,944 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 May 2021 | 1,943 | 45,473 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Product Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.71 per share. | 03 May 2021 | 672 | 44,801 (0%) | 0% | 21.7 | 14,589 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Mar 2021 | 114 | 43,570 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Mar 2021 | 114 | 0 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 20.25 per share. | 30 Mar 2021 | 40 | 43,530 (0%) | 0% | 20.3 | 810 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2021 | 15,458 | 15,458 | - | - | Stock Option (Right to Buy) | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Mar 2021 | 8,820 | 43,456 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2021 | 4,934 | 14,803 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 10 Mar 2021 | 4,934 | 36,343 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 21.26 per share. | 10 Mar 2021 | 1,707 | 34,636 (0%) | 0% | 21.3 | 36,291 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Mar 2021 | 4,462 | 33,077 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Mar 2021 | 4,462 | 8,924 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 18.29 per share. | 03 Mar 2021 | 1,668 | 31,409 (0%) | 0% | 18.3 | 30,508 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Feb 2021 | 1,943 | 3,887 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Feb 2021 | 1,943 | 29,414 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.22 per share. | 01 Feb 2021 | 799 | 28,615 (0%) | 0% | 16.2 | 12,960 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Dec 2020 | 114 | 114 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Dec 2020 | 114 | 27,511 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 19.10 per share. | 30 Dec 2020 | 40 | 27,471 (0%) | 0% | 19.1 | 764 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2020 | 341 | 0 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Nov 2020 | 341 | 27,515 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.91 per share. | 30 Nov 2020 | 118 | 27,397 (0%) | 0% | 16.9 | 1,995 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Sale of securities on an exchange or to another person at price $ 17.98 per share. | 25 Nov 2020 | 21,000 | 27,174 (0%) | 0% | 18.0 | 377,475 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Nov 2020 | 1,943 | 5,830 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 02 Nov 2020 | 1,943 | 48,846 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 13.30 per share. | 02 Nov 2020 | 672 | 48,174 (0%) | 0% | 13.3 | 8,938 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2020 | 113 | 228 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Sep 2020 | 113 | 46,943 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Sale of securities on an exchange or to another person at price $ 11.62 per share. | 30 Sep 2020 | 40 | 46,903 (0%) | 0% | 11.6 | 465 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 10 Sep 2020 | 26,979 | 46,830 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 31 Aug 2020 | 5,870 | 11,742 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 31 Aug 2020 | 5,870 | 21,748 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Sale of securities on an exchange or to another person at price $ 12.81 per share. | 31 Aug 2020 | 2,115 | 19,633 (0%) | 0% | 12.8 | 27,084 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 31 Aug 2020 | 341 | 341 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 31 Aug 2020 | 341 | 19,974 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Sale of securities on an exchange or to another person at price $ 12.80 per share. | 31 Aug 2020 | 123 | 19,851 (0%) | 0% | 12.8 | 1,575 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Aug 2020 | 7,772 | 18,733 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Aug 2020 | 7,772 | 7,773 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Sale of securities on an exchange or to another person at price $ 13.46 per share. | 03 Aug 2020 | 2,855 | 15,878 (0%) | 0% | 13.5 | 38,436 | Common Stock |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Jun 2020 | 114 | 11,002 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 30 Jun 2020 | 114 | 341 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | David Needham | Chief Technology Officer | Sale of securities on an exchange or to another person at price $ 13.24 per share. | 30 Jun 2020 | 41 | 10,961 (0%) | 0% | 13.2 | 543 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges