Jonathan Coblentz's Insider Trades & SAST Disclosures
Jonathan Coblentz's most recent trade in Oportun Financial Corp was a trade of 5,831 Common Stock done . Disclosure was reported to the exchange on March 10, 2025.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 10 Mar 2025 | 5,831 | 225,266 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 10 Mar 2025 | 2,577 | 220,509 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 10 Mar 2025 | 2,180 | 223,086 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 10 Mar 2025 | 1,385 | 231,097 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Purchase of securities on an exchange or from another person at price $ 3.91 per share. | 27 Nov 2024 | 24,700 | 297,480 (1%) | 0% | 3.9 | 96,577 | Common Stock |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Purchase of securities on an exchange or from another person at price $ 3.88 per share. | 27 Nov 2024 | 800 | 298,280 (1%) | 0% | 3.9 | 3,104 | Common Stock |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 10 Sep 2024 | 3,706 | 232,482 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 Jun 2024 | 24,667 | 24,667 | - | - | Performance Stock Units | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 14 Jun 2024 | 24,667 | 236,188 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 7,895 | 0 | - | - | Restricted Stock Units | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 7,895 | 224,748 (0%) | 0% | - | Common Stock | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 3.52 per share. | 15 Mar 2024 | 6,210 | 213,856 (0%) | 0% | 3.5 | 21,859 | Common Stock |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 3.52 per share. | 15 Mar 2024 | 3,236 | 221,512 (0%) | 0% | 3.5 | 11,391 | Common Stock |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 3.52 per share. | 15 Mar 2024 | 2,335 | 211,521 (0%) | 0% | 3.5 | 8,219 | Common Stock |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 3.52 per share. | 15 Mar 2024 | 1,446 | 220,066 (0%) | 0% | 3.5 | 5,090 | Common Stock |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Dec 2023 | 20,101 | 20,101 | - | - | Performance Stock Units | |
| Oportun Financial Corp | Jonathan Coblentz | CFO & Chief Admin Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Dec 2023 | 20,101 | 216,853 (0%) | 0% | - | 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