[Form 4] Oportun Financial Corporation Insider Trading Activity
Joseph Andrew Schueller, SVP-Controller, PAO & PFO of Oportun Financial Corp (OPRT), was granted 28,090 Restricted Stock Units (RSUs) on 09/10/2025. The report shows the reporting person beneficially owns 28,090 shares following the transaction, held in direct ownership. The RSUs vest over three years: one-third vests on the first anniversary of the grant date and the remaining two-thirds vest in quarterly installments thereafter, subject to continued service on each vesting date. Each RSU represents the right to receive one share of common stock at settlement. The Form 4 is signed on behalf of the reporting person by an attorney-in-fact on 09/11/2025.
Joseph Andrew Schueller, SVP–Controller, PAO e PFO di Oportun Financial Corp (OPRT), ha ricevuto 28.090 unità di Restricted Stock Units (RSU) il 09/10/2025. Il report indica che la persona indicata detiene beneficiariamente 28.090 azioni a seguito della transazione, detenute direttamente. Le RSU maturano in tre anni: un terzo matura al primo anniversario della data di concessione e i restanti due terzi maturano a rate trimestrali successivamente, soggetti al proseguimento del servizio ad ognuna delle date di maturazione. Ogni RSU rappresenta il diritto di ricevere una sola azione ordinaria al regolamento. Il Modulo 4 è firmato per conto della persona che segnala da un procuratore in fatto il 11/09/2025.
Joseph Andrew Schueller, SVP-Controlador, PAO y PFO de Oportun Financial Corp (OPRT), recibió 28.090 Unidades de Acciones Restringidas (RSU) el 09/10/2025. El informe muestra que la persona que reporta posee beneficiosamente 28.090 acciones tras la transacción, en titularidad directa. Las RSU se consolidan en tres años: un tercio se consolida en el primer aniversario de la fecha de concesión y los dos tercios restantes se consolidan en cuotas trimestrales a partir de entonces, sujeto a la continuación del servicio en cada fecha de consolidación. Cada RSU representa el derecho a recibir una acción ordinaria al liquidarse. El Formulario 4 está firmado en nombre de la persona que reporta por un apoderado en calidad de attorney-in-fact el 11/09/2025.
Joseph Andrew Schueller는 Oportun Financial Corp (OPRT)의 SVP-컨트롤러, PAO 및 PFO로 2025년 9월 10일에 28,090개의 제한 주식 단위(RSU)를 수여받았습니다. 보고서에 따르면 보고 대상자는 거래 후 28,090주의 주식을 직접 소유하고 있습니다. RSU는 3년 동안 귀속되며: 1주년에서 3분의 1이 귀속되고, 이후 매 분기 귀속되며 각 귀속일에 계속 근무해야 합니다. 각 RSU는 settle 시 1주당 보통주를 받을 권리를 나타냅니다. Form 4는 2025년 9월 11일에 보고 대상자를 대신하여 대리인이 서명했습니다.
Joseph Andrew Schueller, SVP-Contrôleur, PAO et PFO de Oportun Financial Corp (OPRT), a reçu 28.090 unités d’actions restreintes (RSU) le 09/10/2025. Le rapport indique que la personne déclarant détient bénéficiairement 28.090 actions à la suite de la transaction, détenues en titularité directe. Les RSU se vestent sur trois ans : un tiers se libère à la première anniversaire de la date d’attribution et les deux tiers restants se libèrent par tranches trimestrielles par la suite, sous réserve du maintien de l’emploi à chaque date de vesting. Chaque RSU représente le droit de recevoir une action ordinaire à la liquidation. Le formulaire 4 est signé au nom de la personne déclarant par un mandataire le 11/09/2025.
Joseph Andrew Schueller, SVP–Controller, PAO & PFO von Oportun Financial Corp (OPRT), erhielt am 09/10/2025 28.090 Restricted Stock Units (RSUs). Der Bericht zeigt, dass die meldende Person nach der Transaktion 28.090 Aktien besitzt, direkt gehalten. Die RSUs vesten über drei Jahre: Ein Drittel vestet am ersten Jahrestag des Gewährungsdatums und die verbleibenden zwei Drittel vesten danach in vierteljährlichen Raten, vorbehaltlich fortgesetzter Dienstzeit an jedem Vesting-Datum. Jede RSU berechtigt zum Bezug einer Aktie des Stammkapitals bei Abwicklung. Das Form 4 ist im Namen der meldenden Person von einem Bevollmächtigten am 11/09/2025 unterschrieben.
جوزيف أندرو شوالر، نائب الرئيس الأول للمراقبة، PAO وPFO في Oportun Financial Corp (OPRT)، مُنحت في 09/10/2025 28,090 وحدة أسهم مقيدة (RSU). يظهر التقرير أن الشخص المُبلغ يمتلك بشكل مفيد 28,090 سهماً بعد الصفقة، مملوكة مباشرة. تتقادم RSUs على مدى ثلاث سنوات: الثلث الأول يستحق في الذكرى الأولى لموعد المنح ويستحق الثلثان المتبقيان على دفعات ربع سنوية اللاحقة، رهناً باستمرار الخدمة في كل تاريخ تقادم. تمثل كل RSU حق الحصول على سهم واحد من الأسهم العادية عند التسوية. يتم توقيع النموذج 4 نيابة عن الشخص المبلغ بواسطة وكيل نيابة عن الشخص في 11/09/2025.
Joseph Andrew Schueller，Oportun Financial Corp（OPRT）的 SVP-Controller、PAO 和 PFO，于 2025/09/10 获得 28,090 份受限股票单位（RSU）。报告显示，该申报人经交易后实际直接持有 28,090 股。RSU 在三年内归属：在授予日期的第一周年时归属三分之一，其后每个季度按分期归属剩余的三分之二，前提是仍在任职。每份 RSU 代表在结算时获得一股普通股的权利。Form 4 由代表申报人的代理人于 2025/09/11 签署。
- 28,090 RSUs granted to the reporting person on 09/10/2025
- Vesting schedule specified: 1/3 at first anniversary, remaining 2/3 in quarterly installments over three years
- Each RSU equals one share at settlement, clarifying conversion terms
- Reporting person shows direct beneficial ownership of 28,090 shares following the transaction
- None.
Insights
TL;DR: Insider received a meaningful RSU grant of 28,090 shares with multi-year vesting, indicating compensation alignment but no immediate sale.
The filing documents a non-derivative grant of 28,090 RSUs to a senior finance officer on 09/10/2025. These RSUs convert one-for-one into common shares at settlement and vest over three years with an initial one-third vesting at the first anniversary and the balance in quarterly installments. The transaction is recorded as an acquisition resulting in direct beneficial ownership of 28,090 shares. The filing does not disclose any cash exercise, sales, or derivative positions, so there is no change to cash flow from the insider in this report.
TL;DR: This is a standard equity compensation grant with time-based vesting; it reflects internal retention/compensation mechanics rather than governance action.
The Form 4 shows a time-based RSU award to an officer, vesting over three years with explicit vesting schedule details. Each RSU equals one share at settlement, and the reporting person holds the full 28,090 shares directly following the grant. The filing contains no information on performance conditions, clawbacks, or plan amendments. No departures, derivative awards, or other governance events are disclosed in this document.
Joseph Andrew Schueller, SVP–Controller, PAO e PFO di Oportun Financial Corp (OPRT), ha ricevuto 28.090 unità di Restricted Stock Units (RSU) il 09/10/2025. Il report indica che la persona indicata detiene beneficiariamente 28.090 azioni a seguito della transazione, detenute direttamente. Le RSU maturano in tre anni: un terzo matura al primo anniversario della data di concessione e i restanti due terzi maturano a rate trimestrali successivamente, soggetti al proseguimento del servizio ad ognuna delle date di maturazione. Ogni RSU rappresenta il diritto di ricevere una sola azione ordinaria al regolamento. Il Modulo 4 è firmato per conto della persona che segnala da un procuratore in fatto il 11/09/2025.
Joseph Andrew Schueller, SVP-Controlador, PAO y PFO de Oportun Financial Corp (OPRT), recibió 28.090 Unidades de Acciones Restringidas (RSU) el 09/10/2025. El informe muestra que la persona que reporta posee beneficiosamente 28.090 acciones tras la transacción, en titularidad directa. Las RSU se consolidan en tres años: un tercio se consolida en el primer aniversario de la fecha de concesión y los dos tercios restantes se consolidan en cuotas trimestrales a partir de entonces, sujeto a la continuación del servicio en cada fecha de consolidación. Cada RSU representa el derecho a recibir una acción ordinaria al liquidarse. El Formulario 4 está firmado en nombre de la persona que reporta por un apoderado en calidad de attorney-in-fact el 11/09/2025.
Joseph Andrew Schueller는 Oportun Financial Corp (OPRT)의 SVP-컨트롤러, PAO 및 PFO로 2025년 9월 10일에 28,090개의 제한 주식 단위(RSU)를 수여받았습니다. 보고서에 따르면 보고 대상자는 거래 후 28,090주의 주식을 직접 소유하고 있습니다. RSU는 3년 동안 귀속되며: 1주년에서 3분의 1이 귀속되고, 이후 매 분기 귀속되며 각 귀속일에 계속 근무해야 합니다. 각 RSU는 settle 시 1주당 보통주를 받을 권리를 나타냅니다. Form 4는 2025년 9월 11일에 보고 대상자를 대신하여 대리인이 서명했습니다.
Joseph Andrew Schueller, SVP-Contrôleur, PAO et PFO de Oportun Financial Corp (OPRT), a reçu 28.090 unités d’actions restreintes (RSU) le 09/10/2025. Le rapport indique que la personne déclarant détient bénéficiairement 28.090 actions à la suite de la transaction, détenues en titularité directe. Les RSU se vestent sur trois ans : un tiers se libère à la première anniversaire de la date d’attribution et les deux tiers restants se libèrent par tranches trimestrielles par la suite, sous réserve du maintien de l’emploi à chaque date de vesting. Chaque RSU représente le droit de recevoir une action ordinaire à la liquidation. Le formulaire 4 est signé au nom de la personne déclarant par un mandataire le 11/09/2025.
Joseph Andrew Schueller, SVP–Controller, PAO & PFO von Oportun Financial Corp (OPRT), erhielt am 09/10/2025 28.090 Restricted Stock Units (RSUs). Der Bericht zeigt, dass die meldende Person nach der Transaktion 28.090 Aktien besitzt, direkt gehalten. Die RSUs vesten über drei Jahre: Ein Drittel vestet am ersten Jahrestag des Gewährungsdatums und die verbleibenden zwei Drittel vesten danach in vierteljährlichen Raten, vorbehaltlich fortgesetzter Dienstzeit an jedem Vesting-Datum. Jede RSU berechtigt zum Bezug einer Aktie des Stammkapitals bei Abwicklung. Das Form 4 ist im Namen der meldenden Person von einem Bevollmächtigten am 11/09/2025 unterschrieben.
FAQ
What did OPRT insider Joseph Andrew Schueller receive on 09/10/2025?
How do the RSUs granted to the OPRT officer vest?
How many shares does the reporting person beneficially own after the transaction?
Are the RSUs tied to any performance conditions in the filing?
Who signed the Form 4 on behalf of the reporting person?
