Oportun CFO reports no common stock ownership
Oportun Financial Corp’s chief financial officer filed a Form 3 indicating no direct ownership of common stock as of early September 2026.
Rhea-AI Filing Summary
Oportun Financial Corp (OPRT) reported the initial beneficial ownership of its Chief Financial Officer, Franklin William H, on a Form 3. The filing shows that he holds 0 shares of Common Stock directly as of September 8, 2026, and reports no buy or sell transactions.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Franklin William H
Role
CHIEF FINANCIAL OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 0 shares (Direct)
Key Figures
Common Stock directly owned: 0 shares
Insider reporting date: September 8, 2026
Reported holding entries: 1 entry
3 metrics
Common Stock directly owned
0 shares
Reported by the CFO as of September 8, 2026
Insider reporting date
September 8, 2026
Date of the reported holding entry on Form 3
Reported holding entries
1 entry
Single holding line for Common Stock on the Form 3
Key Terms
Form 3, beneficial ownership, Common Stock
3 terms
Form 3 regulatory
"reported the initial beneficial ownership of its Chief Financial Officer, Franklin William H, on a Form 3"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
beneficial ownership financial
"reported the initial beneficial ownership of its Chief Financial Officer"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Common Stock financial
"The filing shows that he holds 0 shares of Common Stock directly"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What does the Form 3 filing disclose about OPRT’s Chief Financial Officer?
The Form 3 discloses that Oportun Financial Corp’s Chief Financial Officer, Franklin William H, reported 0 shares of Common Stock directly owned as of September 8, 2026.
Did the OPRT CFO report any stock transactions in this Form 3?
No. The Form 3 for Oportun Financial Corp’s CFO reports no purchases or sales of stock; it only lists a holding entry showing 0 shares of Common Stock owned directly.
What is the security reported in the OPRT CFO’s Form 3?
The security reported is Common Stock of Oportun Financial Corp (OPRT), with the filing stating that the Chief Financial Officer directly owns 0 shares as of September 8, 2026.
Is the OPRT CFO a ten percent owner according to this Form 3?
No. The Form 3 identifies the Oportun Financial Corp CFO as an officer (Chief Financial Officer) and indicates he is not a ten percent owner.
Does the Form 3 for OPRT mention any Rule 10b5-1 trading plan?
No. The data for the Rule 10b5-1 plan checkbox is null, and there are no footnotes describing any trading plan in connection with this Form 3.
AI-generated analysis. How Rhea-AI works. Not financial advice.
