Oportun director gifts 144,508 company shares
Oportun Financial Corp director Richard N. Tambor reported four bona fide gifts of Oportun common stock totaling 144,508 shares on June 15, 2026.
Rhea-AI Filing Summary
Oportun Financial Corp director Richard N. Tambor reported four bona fide gifts of Oportun common stock totaling 144,508 shares on June 15, 2026. The transactions are coded as gifts, with no sale proceeds, and reflect transfers classified as dispositions in the filing.
Some shares were moved to trusts, including the Richard Tambor Revocable Living Trust dated January 6, 2026, for which he serves as trustee, and The Dorsey Grant Revocable Living Trust dated January 6, 2026, where he is not trustee but may be deemed to beneficially own the shares. The filing shows that Tambor continues to hold Oportun shares directly and indirectly after these transfers.
Positive
- None.
Negative
- None.
Insider Trade Summary
144,508 shares gifted
Gift
4 txns
Insider
Tambor Richard N.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 36,127 | $0.00 | $0.00 |
| Gift | Common Stock | 36,127 | $0.00 | $0.00 |
| Gift | Common Stock | 36,127 | $0.00 | $0.00 |
| Gift | Common Stock | 36,127 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 36,127 shares (Indirect, Richard Tambor Revocable Living Trust);
Common Stock — 4,523 shares (Direct);
Common Stock — 36,127 shares (Indirect, The Dorsey Grant Revocable Living Trust)
Footnotes (2)
- F1. Represents a transfer of securities by the Reporting Person to the Richard Tambor Revocable Living Trust dated January 6, 2026, for which the Reporting Person is the trustee.
- F2. Represents a transfer of securities by the Reporting Person to The Dorsey Grant Revocable Living Trust dated January 6, 2026. The Reporting Person is not the trustee but may be deemed to beneficially own the shares held by the trust.
Key Figures
Total gifted shares: 144,508 shares
Number of gift transactions: 4 transactions
Shares per gift: 36,127 shares
+3 more
6 metrics
Total gifted shares
144,508 shares
Aggregate bona fide gifts of common stock on June 15, 2026
Number of gift transactions
4 transactions
All coded G (bona fide gift) in Form 4
Shares per gift
36,127 shares
Each of the four bona fide gift entries
Reported price per share
$0.0000 per share
Indicates non-cash gift transfers
Direct holdings example after gift
40,650 shares
One direct ownership line’s total following a gift
Indirect holdings example after gift
36,127 shares
Each named revocable living trust holding after transfer
Key Terms
bona fide gift, Form 4, revocable living trust, beneficially own, +1 more
5 terms
bona fide gift financial
"All four transactions are coded as G with description "Bona fide gift""
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
Form 4 regulatory
"The Form 4 indicates Tambor continues to hold Oportun common stock"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
revocable living trust financial
"Richard Tambor Revocable Living Trust dated January 6, 2026"
beneficially own financial
"may be deemed to beneficially own the shares held by the trust"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
indirect ownership financial
"indicates indirect ownership through named revocable living trusts"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Oportun (OPRT) director Richard Tambor report?
Richard N. Tambor reported four bona fide gifts of Oportun common stock totaling 144,508 shares on June 15, 2026. These are non-market transfers coded as gifts, not open-market sales or purchases, and are treated as dispositions in the Form 4.
Were Richard Tambor’s Oportun (OPRT) transactions open-market sales or purchases?
No, the Form 4 shows no open-market buys or sells. All four transactions are coded as G (bona fide gift) at a reported price of $0.0000 per share, indicating non-cash transfers rather than sales into the market.
What does the bona fide gift code mean in the Oportun (OPRT) Form 4?
Transaction code G denotes a bona fide gift, meaning shares were transferred without payment, such as for estate or family purposes. In this Form 4, all four transactions for Oportun common stock are coded as bona fide gifts rather than market trades.
AI-generated analysis. How Rhea-AI works. Not financial advice.
